BigMikeFund

One episode is not enough to cover Inflation, rising interest rates, and an impending recession. So to continue on this topic, we once again invite Alastair MacDonald on our show to talk to us about the reality of the current situation.

Alastair is an international analyst, forecaster, speaker, writer and investment consultant. He is the founder and editor of “The Parallax Report,” a subscription-based market, social and economic forecasting service for individual investors, and institutions.

In this installment, Alastair goes deep into what investors can do to mitigate the effects of a recession. He also talks about How we protect against rapidly rising interest rates, and the energy sector. Tune in and be informed!

HIGHLIGHTS OF THE EPISODE

00:23 – Guest Intro: Alastair Macdonald

01:34 – We are heading into a recession 

06:27 – What can folks do?

08:23 – The next half cycle exposes the difference between those who have have full cycle entrepreneurial understanding vs half cycle understanding 

12:00 – What prudent investors do today

13:10 – How do we protect against rapidly rising interest rates?

15:14 – Will demand be as strong when unemployment numbers start rising?

16:48 – It’s a stress test

21:19 – The feds will come in and say that’s enough

26:14 – What else can investors do?

32:23 – Is energy a good sector to go in?

34:28 – Paying attention to the inherent time bound assumptions

37:26 – Forecasting

40:10 – Shepherds of capital

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

CONNECTING WITH THE GUEST

Website: https://fullcycledentist.com/

Facebook: https://www.facebook.com/alastair.j.macdonald

Inflation, rising interest rates, and an impending recession. We wish there was good news but we will be better off if we are prepared for the worst so to give us a clear picture of what we are possibly going to face, we once again invite Alastair MacDonald on our show to talk to us about the reality of the current situation.

Alastair is an international analyst, forecaster, speaker, writer and investment consultant. He is the founder and editor of “The Parallax Report,” a subscription-based market, social and economic forecasting service for individual investors, and institutions.

Tune in as Alastair walks us through the signs of a possible upcoming recession, rising interest rates, and what we can do to mitigate their effects. It’s always better to be prepared and informed so don’t miss this episode!

HIGHLIGHTS OF THE EPISODE

00:25 – Guest Intro: Alastair Macdonald

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

How much can you get out of raw land? It’s different from your usual real estate investment asset but our guest Mark Podolsky (AKA The Land Geek) has found a way to maximize opportunities from raw land and create passive income. Mark is considered the country’s most trusted and foremost authority on buying and selling raw, undeveloped land within the United States. For almost two decades, Mark has been actively investing in real estate and raw land and has completed over 5,000 unique transactions.

Mark hosts The Art of Passive Income podcast and he’s the author of Dirt Rich: How One Ambitiously Lazy Geek Created Passive Income in Real Estate Without Renters, Renovations, and Rehabs. Having escaped the corporate world and solo-economic dependency himself, Mark works as a coach and mentor to help others achieve their financial freedom goals. He is dedicated to teaching current, relevant, “real-world” investing methods to his students.

Join us as he shares his insights about raw land as an asset. He dives deep into acquiring land and how versatile it can be during a recession. Tune in!

HIGHLIGHTS OF THE EPISODE

00:26 – Guest Intro: Mark Podolsky

01:00 – Mark and his family

02:10 – Raw land and how to create cash flow from it

05:37 – Transfer the deed or sell on a land contract

07:43 – How people end up owning land and not do anything with it

09:22 – Finding people who sells raw land

10:44 – Getting responses from potential land sellers

12:13 – How this asset class does during a potential recession

15:35 – Legal issues and workarounds

16:29 – What landowners do with their land

17:17 – How investors work with Mark

18:22 – Other opportunities from raw land

20:55 – How long Mark has been doing this model

21:13 – Surviving the downturn and his book “Dirt Rich”

22:14 – Will the rising interest rates fix the supply chain?

23:25 – We’re not the only irresponsible countries out there 

25:00 – Taxes on raw land

27:47 – Final thoughts and book recommendation

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

CONNECTING WITH THE GUEST

Website: https://www.thelandgeek.com/

Linkedin: https://www.linkedin.com/in/thelandgeek/

Instagram: https://www.instagram.com/thelandgeek/?hl=en

Linktree: https://linktr.ee/thelandgeek

Youtube: https://www.youtube.com/user/TheLandGeek

Podcast: https://www.thelandgeek.com/podcast/

Book: “Dirt Rich: How One Ambitiously Lazy Geek Created Passive Income in Real Estate Without Renters, Renovations, and Rehabs”

Our host, Mike Zlotnik is the CEO of TF Management Group, LLC which runs four real estate investment funds. He has been a debt and equity investor in real estate since 2000. After a successful 15 year career in IT, he pivoted to real estate investing because of his passion for real estate and its predictability of outcome and risks.

Today, he talks about strategies you can use to make your portfolio more resilient and resistant to pressures and the environment, rapidly rising interest rates, and what investors can do to evaluate their portfolio. He dives deep into rebalancing and diversification, and other strategies that have done well and continue to do well. 

Listen in!

HIGHLIGHTS OF THE EPISODE

00:36 – “I used to have a crystal ball, it broke, I can’t find another one for sale”

01:01 – We might be very close to a recession

01:13 – Recent economic news

02:55 – Two possible scenarios

03:50 – What happens with rapidly rising interest rates

05:55 – What an investor can do today to evaluate their portfolio

07:51 – If you’re invested in bonds and interest rates are rising

09:19 – Risk free returns

10:09 – Risk adjusted return and other goals

10:52 – Rebalance and diversify

12:11 – Look at what you’re investing in: public or private

13:39 – Two primary types of projects in real estate

14:03 – What is downside protection?

17:11 – Other strategies that have done well and continue to do well

18:48 – Preferred equity vs. common equity

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

Paul is the Founder and CEO of Pepper Pike Capital Partners, a private equity firm focused on delivering superior risk adjusted returns. As CEO, Paul directly oversees the firm’s strategic initiatives and its investment professionals, including the acquisitions, operations and construction management groups. Since 1998, Paul has been directly involved in the planning, construction, lease up and management of more than 25,000 apartment homes across the Midwest and Southeast, with a cumulative transactional value of over $1.5 billion.

Paul's passion for real estate began at a young age when he purchased, renovated, and sold his first house at the age of 16. He progressed into investment real estate while assisting his father in the family’s appraisal business. Today he talks to us about his company Pepper Pike Capital Partners and his process for finding the best deals in an environment with rapidly increasing interest rates. He goes deep into when to sell or buy and hold, and his thoughts on what rising interest rates could mean for the economy. Truly an episode worth seeing. Big Mike’s got the mic, grab your favorite drink and lean in!

HIGHLIGHTS OF THE EPISODE

00:26 – Guest Intro: Paul Kiebler

01:11 – Ken’s background and family

02:17 – Paul’s company Pepper Pike and leveraging Paul’s construction expertise

11:12 – Dealing with supply chain problems

13:08 – Applying the Henry Ford model

16:19 – Finding great deals

19:13 – Selecting deals based on submarkets that show continuous growth

20:42 – Deciding factors for selling or buy and hold

23:22 – Underwriting deals and making sure they hit their targets in an environment with rising interest rates

27:56 – Will rising interest rates put the economy into a recession faster than expected?

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

CONNECTING WITH THE GUEST

Website: https://www.pep-cap.com/

LinkedIn: https://www.linkedin.com/in/paul-kiebler-3819a01/

Youtube: https://www.youtube.com/channel/UChTdwtJ61ZHw3IpduR2-sjw/featured

What’s the best way to build wealth at a time like today? We live in unprecedented times and changes are happening really fast. Will the old ways still work today? To find out more, we talk to Ken Van Liew, #1 International Bestselling Author of “Modern Wealth Building Formula”. Ken is a world-renowned authority on Real Estate investment and development and has completed more than $1.35 billion in development in New York City. Ken is also the Chairman of the Global Freedom Fund 

Ken talks to us about the best ways to build your wealth in today’s environment, his book “Modern Wealth Building Formula”, how he selects deals, and where the opportunities are today. Tune in!

00:26 – Guest Intro: Ken Van Liew 

01:39 – Ken’s background and family

02:54 – Ken’s adventure in New York City and his book “Modern Wealth Building Formula”

04:28 – From engineer to developer

07:26 – Ken’s recent projects

10:55 – Selecting Deals: Opportunistic or Strategic?

13:02 – “Modern Wealth Building Formula” and what it’s about

17:15 – Ken’s moves as a developer in today's current environment

23:21 – Where should folks invest and where are the opportunities?

26:37 – Ken’s Global Freedom Fund

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

CONNECTING WITH THE GUEST

Website: https://kenvanliew.com/

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

FaceBook: https://www.facebook.com/kenvanliew/

Twitter: https://twitter.com/kenvanliew

Instagram: https://www.instagram.com/kenvanliew/?hl=en

Book: “Modern Wealth Building Formula”

https://go.kenvanliew.com/mwbf-video-1

First-time buyers need something that they can afford to move into. That's what our guest, Brandon Cobb, focuses on. Brandon is the CEO of HGB Capital, and an expert real estate consultant and investor. He's also been featured in REI Wealth Magazine and Forbes.

In this week's episode, Brandon shares methods of adapting to a constantly changing market, risk mitigation, and how to conduct due diligence as a passive investor. He also shares actionable advice on how real estate investing can create passive income. Tune in!

HIGHLIGHTS OF THE EPISODE

00:42 – Guest Intro: Brandon Cobb

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

CONNECTING WITH THE GUEST

Real Estate Due Diligence E-book: https://drive.google.com/file/d/152-1po8-FTmVduIYGbmDIrVaXAdDUlI3/view

The problem is CEOs are very busy doing things that other people should be doing. Trey Taylor, Chief Executive Officer of Taylor Insurance Services, Managing Director of Trinity Blue Consulting and Founding Partner of Ascend Partners, talks to us about his book “A CEO Only Does Three Things”.

Doing work where a CEO is not called to do takes psychological and emotional investment, if you do that too much, you end up burning energy that should’ve been better used on what really matters. Join us as Trey shares his insight about leadership, the three things that a CEO should focus on, The ideal CEO, and the difference between a good CEO and a great CEO. An episode you need to see, CEO or not!

HIGHLIGHTS OF THE EPISODE

00:25 – Guest Intro: Trey Taylor

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

CONNECTING WITH THE GUEST

Website: http://taylorinsuranceservices.com/

Everybody talks about how to prepare for your financial future, but what about our financial present? Today’s guest, Chris Miles, after working as a traditional financial advisor and stock coach for several years, came to a stark realization that the financial advising industry was not showing anyone how to quickly and safely become financially prosperous today. 

In this episode, we learn from Chris how to be better prepared for your financial future by taking care of your financial present. Definitely an episode you shouldn’t miss!

HIGHLIGHTS OF THE EPISODE

00:27 – Guest Intro: Chris Miles

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

CONNECTING WITH THE GUEST

Website: https://moneyripples.com/