By Tom Braegelmann
The podcast currently has 81 episodes available.
SHOW NOTES
“Entrepreneurs believe that profit is what matters most in business, but profit is secondary. Cash Flow is what matters most.” - Peter Drucker
0:45 - Opening the show and welcoming Rod Khleif to the conversation.
1:33 - Rod’s background and what attracted him to real estate.
3:32 - How mindset led him to 10x his income in one year.
4:57 - Rod’s thoughts on the importance of mindset in the era of COVID-19.
7:40 - Why pivoting in difficult times is critical and background on Rod’s podcast.
9:34 - Details on Rod’s upcoming virtual bootcamp and how to get $50 off admission.
11:28 - What Rod’s goal setting workshop looks like.
16:10 - An example of his visualization and goal setting from his early life.
23:52 - The importance of clarity when it comes to setting goals.
24:41 - More background on Rod’s upcoming event.
25:45 - Details on Rod’s book.
26:20 - Some advice he has for listeners.
28:35 - Why Rod has moved completely away from single family home investments.
32:07 - How to learn more about the investing process as well as investing with Rod.
33:53 - Who his event can help through education.
35:45 - Rod’s last bit of parting advice.
Links and Resources Mentioned:
The Top Five Regrets of the Dying by Bronnie Ware
How to Create Lifetime CashFlow Through Multifamily Properties by Rod Khleif
Jay Abraham
Mastering Real Estate Investing with Private Money by Tom Braegelmann
Contact Rod:
Website
Podcast
Multifamily Virtual Bootcamp (Use code RODFRIEND for $50 off)
Text “Partner” to 41411 to learn more about investing with Rod
Contact Tom at [email protected] or [email protected]
Download the Bank Free Blueprint Podcast App here
Understanding our strengths and weaknesses. Improving our team. Gain valuable insights from JP Albano as he shares with us how he built his successful investments through property rentals.
SHOW NOTES
1:07 - Introducing JP Albano and the topic for the show: investing in apartments.
1:35 - What JP’s background is like and how he got started in apartment investing.
4:35 - How he went about securing two of the primary areas of investing.
7:11 - Context around what he’s accomplished so far and where he’s planning to go.
9:32 - Details on how he’s set up some of his deals so far.
10:36 - JP’s geographic target and what kinds of properties he’s aiming for.
12:20 - The kind of strategy he’s currently using for his investments.
13:26 - How JP recommends people start identifying where they might fit in investment deals.
15:18 - What he learned from some of his mistakes early on in his investing career.
17:13 - Why JP thinks people often fail in real estate investing and how he mitigates those risks.
19:30 - A common myth he’s identified in the industry.
21:49 - Some resources that were helpful for JP.
24:21 - Contacting JP and finding the educational resource he built.
26:13 - JP’s parting words.
Links and Resources Mentioned:
BiggerPockets
BRRRR Strategy
Tony Robbins
Brendon Burchard
Emerging Real Estate Markets by David Lindahl
Jake and Gino
Contact JP:
Website
Contact Tom at [email protected] or [email protected]
Download the Bank Free Blueprint Podcast App here
Anthony Scandariato of Red Knight Properties looks at the potential for multi-family rentals beyond the pandemic. Take steps to get educated, find a mentor, and define your role to bust the idea that you need a ton of money to begin in apartment building investments.
SHOW NOTES
1:05 - Introducing Anthony and some of his background with Red Knight Properties.
1:56 - What Anthony’s experience during the coronavirus pandemic has been.
4:15 - What he thinks the multi-family residential rental business will look like in the next 6 - 12 months.
6:40 - The lessons Anthony’s learned about managing rental properties.
8:24 - The kinds of projects he’s typically looking for and how that affects the property management decisions.
10:13 - How the value-add business model works and some of Anthony’s investment criteria.
11:17 - Details on what Anthony’s role in his company is and how they work with investors.
12:51 - How he sees the current situation compared to the recession of 2008.
14:12 - Anthony’s advice for getting into rentals as an investment class.
15:51 - One of the biggest myths in the industry that he’s identified.
17:08 - Something he wishes he’d known when he was starting out.
18:19 - Anthony’s parting thoughts.
18:55 - Contacting Anthony.
Contact Anthony:
Red Knight Properties
Podcast
YouTube
Contact Tom at [email protected] or [email protected]
Download the Bank Free Blueprint Podcast App here
Einstein summed it up simply, "Compound interest is the eighth wonder of the world. He who understands it earns it; he who doesn't pays it.” Have you ever wondered how to get on the right side of debt? Dave Forsgren and Steve Croft of Money Max show you how they helped people crush their debt and have money to invest in the future.
SHOW NOTES
1:12 - Opening the show with one of Tom’s favorite quotes on compound interest.
2:01 - Introducing the topic of the show and welcoming Dave and Steve.
3:15 - An overview of the service they provide to clients and an example of a recent success story.
4:44 - Steve’s recommendation for getting on the right side of debt and how the Money Max Accounts can help.
6:43 - Background on how the product works to help people crush their debt.
9:30 - The role motivation can play with the clients they’ve worked with.
13:13 - What the time investment looks like with this program.
15:46 - More details on how clients interact with the program.
16:55 - Who the product may not be for.
18:47 - Ways the program can help allocate additional payment amounts and an example of how a small increase in payments made a big difference.
22:31 - More background on who may not be able to effectively use the program.
24:29 - What the payment structure and benefits of the program look like.
25:21 - Other things to know about the program and the upfront analysis.
27:31 - One piece of advice Steve wishes he had known earlier on.
30:11 - Dave’s favorite resources.
32:49 - How the books Dave mentioned relay their information.
34:21 - Dave’s last comments and contact information.
Links and Resources Mentioned:
Money Max Account
Rule of 72
Mastering Real Estate Investing with Private Money by Tom Braegelmann
The Better Money Method by Terry Laxton
The Power of Zero by David McKnight
Contact Dave:
Website
Dave’s Money Max Account videos and Ebook
Call Dave at (408) 505 - 9674
Contact Tom at [email protected] or [email protected]
Download the Bank Free Blueprint Podcast App here
Hard Money Lender, Leslie Smith, shares her experience and advice on structuring your deal, building your team, and submitting the details needed, to ensure you get your deals funded.
SHOW NOTES
0:42 - Introducing Leslie Smith, her background with Commercial Direct, and the topic for this conversation.
1:29 - The niche that Commercial Direct operates in and what the process is with typical borrowers.
3:32 - What the term and model is often like with Commercial Directs clients.
4:49 - Where she fits on the spectrum of lending types.
6:26 - What her typical clients are like.
7:32 - Clarifying what a commercial owner occupied property means.
8:14 - Things she’s learned in her experience as managing director of Commercial Direct.
10:07 - How to learn more about what Commercial Direct does and how to work with them.
12:10 - Comparing her rates to other lender types.
13:19 - What the cash out process can look like.
14:08 - Examples of good outcomes and tough situations that she sees with her clients.
16:21 - The geographic areas they operate in and where they like to work.
17:24 - Her belief in the amount of options for borrowers outside of traditional lending.
18:04 - How she got into this business and what her path was like.
20:08 - Leslie’s parting advice.
Resources and Links Mentioned:
Commercial Direct video resources
Commercial Direct blogs
Contact Leslie:
Commercial Direct
Contact Tom at [email protected] or [email protected]
Download the Bank Free Blueprint Podcast App here
Brian Horton, author of "Everything is Financed, and How to Get it All for Free" tells us how. Discover how the process works how you can create this proven funding structure to become your own bank.
SHOW NOTES
1:04 - Welcoming Brian to the show and giving some of his background.
1:33 - Brian’s main focus of becoming your own bank and what that means.
2:13 - Background on Brian’s book and his description of the overall process.
3:48 - Putting some context to the process and what mechanisms you can use.
6:11 - Details on one of the examples from the book.
9:54 - How Brian describes the process when people are interested in getting started.
11:29 - What the basic functions and benefits of the process end up being.
13:27 - How to get a free copy of Brian’s book and contact Brian.
15:13 - Other tips and book recommendations Brian has to offer.
Resources and Links Mentioned:
Austrian Economics
Becoming Your Own Banker by R. Nelson Nash
Discovering Hidden Treasures by Dan Thompson
Contact Brian:
Get a free copy of Brian’s book by texting your name and email address to Brian at 619-777-8944
Website
Contact Tom at [email protected] or [email protected]
Download the Bank Free Blueprint Podcast App here
Discover how working with a mentor will help maintain balance in your investing. Rainer Leeb shares the key to patience in building an impressive portfolio and why making mistakes is okay.
SHOW NOTES
1:16 - Welcoming Rainer Leeb to the show and giving some context to the conversation around getting started with investing.
2:14 - Where Rainer’s investing business is currently and how he got started.
5:23 - What it was like to start investing while moving his family to the US and working full-time.
9:22 - How he continued to educate himself on investing.
10:41 - The timeline of when he bought different rental properties with different strategies.
12:11 - What his general investing and cash flow strategy is.
13:37 - More details on his different strategies.
15:36 - Background on the BRRRR strategy and how Rainer learned about it.
19:30 - Rainer’s advice for things to do right away in order to get started in real estate investing.
24:23 - The value of working with a mentor and why it’s important to be comfortable making mistakes.
25:47 - What he would do differently if he could go back to earlier parts of his career.
27:06 - His advice for maintaining a balance in your life.
28:54 - Rainer’s last words of advice.
30:14 - How to get connected with Rainer.
Resources and Links Mentioned:
Rich Dad Poor Dad by Robert Kiyosaki
HELOCs
BRRRR Strategy
Buy, Rehab, Rent, Refinance, Repeat by David Greene
Bigger Pockets Real Estate Podcast
Long-Distance Real Estate Investing by David Greene
The Book on Investing In Real Estate with No (and Low) Money Down by Brandon Turner
Contact Rainer:
Contact Tom at [email protected] or [email protected]
Download the Bank Free Blueprint Podcast App here
SHOW NOTES
1:21 - Introducing Matthew Sullivan, founder and president of QuantmRE, and some background on how his company helps clients take control of their home equity.
3:09 - How Matthew found this idea and developed it.
4:53 - Some examples of how these contracts work with homeowners and investors.
8:17 - More details on how the numbers and risk break down in the example.
10:50 - How the contracts compare to other methods of accessing equity.
12:42 - An example that helped Tom wrap his head around this concept and how it appeals to both homeowners and investors.
16:37 - Another example of a situation where this would be an appealing alternative.
18:33 - More background on how the contracts are structured.
20:58 - How improvements to the properties can affect the contracts.
21:56 - What ranges of lien-to-value work best with this vehicle.
24:11 - The top things Matthew has seen clients do with their capital.
25:29 - What the timeline of the process is like and what’s involved with the application.
28:39 - How to learn more specifics about the program.
30:07 - Matthew’s parting words and questions he is often asked.
Resources and Links Mentioned:
HELOCs
Contact Matthew:
Website
Free eBook
Contact Tom at [email protected] or [email protected]
Download the Bank Free Blueprint Podcast App here
Jacob Jennings interviews Tom Braegelmann about his new book Mastering Real Estate with Private Money. Discover how you can use Tom's unique collaborative profit-sharing model and abundance mindset approach to bring money and deals together to achieve safer and more profitable investments than you ever thought possible.
SHOW NOTES
0:56 - Welcoming Jacob back to the show as Tom’s co-host for this conversation about Tom’s book.
1:36 - Background on Tom’s family and his entrepreneurial spirit early in life.
5:33 - What began his transition into real estate investing.
6:56 - The importance of starting slowly with investing to build trust and experience.
9:25 - Why one of the toughest times in Tom’s life became one of the most valuable.
12:30 - How different factors contributed to his losses and what he learned from it.
16:13 - What Tom identifies as his purpose.
17:07 - Things he would do differently in his rebuilding process of the last 10 or so years.
20:55 - The spectrum of investor personalities and how to navigate where you might be.
24:26 - Why investors can benefit from being willing to share in profits and an example from Tom’s experience.
29:00 - Other benefits to working collaboratively with a team and approaching deals with an abundance mindset.
31:37 - How the cycle of abundance has affected Tom’s life.
34:15 - Tips for presenting to investors.
37:41 - Why Tom wanted to write this book.
39:31 - What Tom’s planning to get into next.
Resources and Links Mentioned:
Mastering Real Estate Investing with Private Money by Tom Braegelmann
Kensington Fund
MasteringRE.com
Mastery by Robert Greene
Contact Jacob:
Contact Tom at [email protected] or [email protected]
Download the Bank Free Blueprint Podcast App here
How do deferred sales trusts benefit investors? Brett Swarts, Founder of Capital Gains Tax Solutions, coach and podcast host explains the flexibility and advantages to this structure. Compare to a 1031 exchange as well as a monetized installment to realize how to roll gains into new deals.
SHOW NOTES
1:00 - Introducing Brett and what he does to help clients as a deferred sales trust coach.
1:41 - What a deferred sales trust is.
3:02 - How deferred sales trusts can benefit investors by rolling gains into new deals.
4:57 - How this strategy compares to a 1031 exchange and what the advantages are.
10:30 - Why the flexibility of the DST is so beneficial, particularly right now.
12:51 - More details on the mechanics of how DSTs work.
16:00 - Where Brett’s company fits into the process with their clients.
18:26 - More background on the flexibility of this strategy as opposed to using a 1031 exchange.
19:45 - Additional details on the structure of these deals and the legality of the approach.
21:44 - What the fee structures look like and how they compare to a 1031 exchange.
25:01 - How to learn more about whether this strategy could be right for you.
26:34 - What kinds of topics Brett covers on his own podcast.
27:44 - Comparing this approach to a monetized installment sale and questions to ask with any tax deferral strategy.
30:32 - Who is on Brett’s team and what they do.
32:08 - Questions that Brett thinks are important when looking at this kind of strategy.
34:17 - Background on Brett’s family and his hobbies.
35:58 - Brett’s recommended resources.
39:00 - Contacting Brett and his parting words.
Resources and Links Mentioned:
Seasons of Life by Jim Rohn
Take the Stairs by Rory Vaden
Never Split the Difference by Chris Voss
Dave Ramsey
Contact Joey:
Website
Podcast
Youtube
Contact Tom at [email protected] or [email protected]
Download the Bank Free Blueprint Podcast App here
The podcast currently has 81 episodes available.