Show notes:

Carl is the founder of Dealmaker Wealth Society, entrepreneur, and corporate dealmaker who has worked on more than 330 transactions worth close to $48 billion dollars. Carl has advised some of the world’s largest corporations, such as Bank of America and Hewlett-Packard on investments and acquisitions making him an expert in his field. Today he is on the show to share his insights on buying, growing, and selling businesses.

On this episode you'll learn:

-Carl's background and his method of cashflow

-Myths of becoming an entrepreneur

-The difference between an owner or an investor

-3 checks before buying your first business

-Finding sectors that are not prone to disruption

-The 3 types of employees you'll find in the businesses

-How businesses are typically valued

-Some team members to have when you're buying businesses

-Why businesses are such great cash-flowing assets

Contact Info:

Website: https://trainwithcarl.com/cashflow

LinkedIn: https://www.linkedin.com/in/iamcarlallen

Show notes:

AJ is real estate investor and self described "Freedom Fighter" who has built up $100 million portfolio in real estate. It wasn't until AJ became paralyzed from head to toe and place on life support that he realized how important cash flowing assets were for him and his family. Today AJ talks about his journey about how cash flowing assets literally saved his life.

AJ first started off in insurance - however realized that he would need to continue to work in order to generate income. This is where he added the shift of adding real estate to his portfolio. It wasn't until AJ had a very serious illness that left him paralyzed from head to toe. Real estate was able to keep them afloat even when he was not able to work his W2 job. Today he is in an awesome place - his health is coming back and has built up a massive $100 million real estate portfolio.

On this episode you'll learn:

-AJ's story and how his portfolio saved his life

-How AJ found his criteria and how self storage fit that model

-How to correctly identify opportunity

-Why Self Storage is such a great asset class

-A case study on a self storage deal

-The "Stack" Method

-Focusing on the market today

Contact Info:

Website: https://cashflow2freedom.com

Instagram: https://www.instagram.com/ajosborne/

New Book: https://www.amazon.com/Investors-Guide-Growing-Wealth-Storage

Show notes:

Anna is the President and CEO at MainStreet Financial Planning Inc. She is passionate about everything in personal finance and helping others achieve financial freedom.

MainStreet Financial Planning Inc. is a fee only financial planning firm founded in 2002. Anna joined the team and became the president in 2006. Anna's long term goal is to grow Mainstreet into a household brand for financial planning.

On this episode you'll learn:

-Anna's Background and how she became a CFP

-Differences between a CFP vs a Financial Advisor

-The concept of Money Roadmap

-Anna's definition of financial freedom

-Different types of cashflowing assets

-How to pick your financial planner

-Money Dates w/ your partner or yourself

Contact Info:

Instagram: https://www.instagram.com/anna8sergunina
LinkedIn: https://www.linkedin.com/in/anna-sergunina-b5a762182

Show notes:

Today we are excited to have Ramsey on the podcast. Ramsey is currently working at CoreVest Finance and is helping investors obtain portfolio financing. Ramsey is also an investor himself, growing up while also working on rentals with his family. He currently owns a portfolio in the Pittsburgh market.

CoreVest Finance was founded in 2014 to meet the demand for affordable capital for a broad range of residential real estate investors. CoreVest's goal is to help investors scale by bringing attractive loan products to investors. To date, CoreVest has funded more than 40,000 units, closing over $6 billion in loans processed! Bo was able to use CoreVest to help scale his portfolio to where he is today. Please follow along to see the world of commercial lending and what you can expect when working with CoreVest!

On this episode you'll learn:

-Ramsey's background and his work at CoreVest

-Introduction to CoreVest's Rental Portfolio Product

-Differences between commercial lending vs the conventional lending

-Some criteria that commercial lenders are looking for - specific to CoreVest

-The application process with CoreVest

-The underwriting process with CoreVest

-How LLC's play into the commercial portfolio lending

-LTV requirements from CoreVest

-General Terms that you might see working with CoreVest

-Some things to look out for such as prepayment penalty with Commercial Portfolio loans

-Other Products that CoreVest offers

Contact Info:

Website: https://www.corevestfinance.com/LinkedIn: https://www.linkedin.com/in/ramsey-kassih

Show notes:

Kris started his real estate investing journey like most investors, after realizing that his W2 was his only stream of income - he wanted to diversify into other streams. From there Kris was able to build a portfolio of 22 units consisting of single family or small multifamily properties all while working his W2 job. After getting to 22 units Kris had a mindset shift, wanting to move into more bigger deals. He was able to segway into a 64 unit ground up commercial deal. After successfully completing this project, Kris knew that he wanted to continue on commercial investing - but had stumbled upon self storage buildings. After diving deeper into self storage he knew that was the asset class he wanted to be in.

Today, Kris is with Reliant Investments as the Chief Investment Officer. Kris leads and manages the company's investment committee, which determines what self storage properties to purchase with their investors. Along with being part of this community, Kris also manages the investor relations securing capital at Reliant Investments.

On this episode you'll learn:

-Kris' W2 story and his shift into Real Estate

-The mindset shift into bigger deals

-Ground up development

-Syndication Investing

-Why self storage is a strong asset class

-Value Add techniques for Self Storage

-Investing tips as a limited partner

Contact Info:

Website: https://www.krisbenson.com/
LinkedIn: https://www.linkedin.com/in/kris-benson

Show notes:

Nick started his journey like most of us, in a strong W2 job that he has built a career in. Spending time in his career at some big name companies such as Corsair and Razer. Nick realized that while he loves his W2 job, he wanted more consistent cashflow that was not dependant on his W2 job.

In the short 2 years that Nick has found real estate, he has grown his profile to over 46 units! First starting off with a house hack in his local market, then expanding out into out of state markets.

On this episode you'll learn:

-Nick's background and his beginning journey into Real Estate

-Investing out of State

-BRRRR method investing

-Creative Financing

-Structuring Deals with Partners

-Equity vs Cashflow

-Due diligence tips and tricks

Contact Info:

Website: https://giulionirealestate.com/

BiggerPockets Profile: https://www.biggerpockets.com/users/nickg45

Show notes:

Sunitha had a professional tennis career at the age of 14 for nearly a decade. At 23, she found herself retiring from pro tennis and had a 6th grade level education along with little savings. She was committed to find a way to better her personal finance!

Fast foward to today - Sunitha was able to attend a fantastic undergrad school at Babson, then completing her MBA at Villanova. She entered into the W2 space in Financial planning, however she shortly realized that she was confined to a single source of income. She then began her quest into other sources of bigger cashflow. She eventually stumbled onto real estate investing and has been hooked ever since!

Since 2018, Sunitha has acquired and is living in a house hack as well as purchasing 7 units! Starting off in a high income market (Boston) and then eventually leverage a remote W2 to live where she is investing!

On this episode you'll learn:

-Sunitha's career in pro sports and her transition out of it

-Living in a high cost market and investing out of state

-Finding an out of state market

-Sunitha's move from Boston to Indy

-Her first deal and property classes

-Sunitha's approach to her rental investing

-Tips and tricks on building a team

Contact Info:

Website: https://www.griffixpropertygroup.com/
Email: [email protected]

Show notes:

Ryan has been in the real estate field for nearly 20 years now. He started his career off as an agent, quickly achieving accolades such as "Real Estate Rookie of the year" and his company won "Best of State" as well. While working as an agent, Ryan would work along side investors helping them secure properties. However Ryan realized that he wanted to be on the buyer side and become a fix and flipper himself. After completing several hundred successful flips Ryan wanted to shift his focus and help investors get the funding they need quickly and from reputable sources.

With this new focus in mind Ryan created DoHardMoney.com. DoHardMoney is a hard money lender that can provide a plethora of products such as no money down (good credit and track record required). Ryan has committed himself to helping others find a fantastic lender that they can trust.

Today, Ryan is still running DoHardMoney along with helping new investors achieve their goal of bigger cashflow!

On this episode you'll learn:

-Ryan's story and his intro to real estate and lending space

-Hard Money vs Private Money

-Do Hard Money lending criteria

-Mistakes that some investors will make

-Challenges that fix and flippers may face when using HML

-Estimating rehab costs from the lender perspective

-Tips for finding contractors

-Current climate of HML lenders

Contact Info:

Website: https://www.dohardmoney.com/

BiggerPockets Profile: https://www.biggerpockets.com/users/ryangwright

Show notes:

Paul started his career in a W2 at Ford Motor Company after earning an MBA from Ohio State. After 5 years at Ford, Paul started a staffing company with a partner.

Five years later, Paul and his partner sold the staffing company to a publicly traded firm for $2.9 million.

Paul later entered the real estate sector where he flipped over 50 homes and 25 high end water-front lots. Along with flipping, Paul developed a subdivision, started two successful online real estate marketing firms, as well as appearing on HGTV's House Hunters!

After three more successful developments, including the development of the Hyatt hotel and a multifamily project, Paul entered the commercial multifamily market. Since then Paul has written a book - The Perfect Investment: Create Enduring Wealth from Historic Shift to Multifamily Housing, and is a co-host of the wealth-building podcast: How to Lose Money.

On this episode you'll learn:

-Paul’s background and journey in business, real estate, and entrepreneurship

-The pros and cons of stocks, bonds + mutual funds

-The pros and cons of commercial real estate

-The difference between investing and speculating -and why you don’t want to confuse the two

-The challenges of being an active investor

-The commercial value formula

-Understanding commercial real estate from the lens of an LP

-Simple things operators can do to increase income

-Simple things operators can do to compress the cap rate

-Wellings Capital’s strategy in 2020 and beyond

Contact Info:

Website: https://www.wellingscapital.com/about

Show notes:

Chris Grenzig focuses on managing, sourcing, evaluating, and acquiring new assets for Toro’s Multifamily Portfolio. Also, he contributes substantially to capital raising, negotiating joint ventures, financings, and dispositions. Chris has been with Toro since 2016 and has contributed to over 2600 units acquired worth over $155 mil.

Before joining Toro Real Estate Partners, Chris worked in finance at small boutique firm in Rockville Centre, NY. Chris graduated Hofstra University where he earned his Bachelor’s in Business Management, and played Division 1 soccer for 4 years on scholarship.

On this episode you'll learn:

-Chris’s Background and how he got started in Real Estate
-Buying a Course / Paying for a mentor
-Flipping vs Buy and Hold
-Starting with smaller Multifamily
-Partnering up with experienced investors
-Scaling and syndicating larger Apartments
-Evaluating Deals
-Value Add Elements / Things to look for
-Managing a Multifamily Apartment Portfolio

Contact Info:

Youtube: https://www.youtube.com/watch?v=_jh7NVcTiDY
Investing: https://tororep.com/our-team-v2/