BigMikeFund

We are joined this week by Darren Smith, CEO and founder of Solid Growth Properties. Solid Growth Properties was built to exploit opportunities in the commercial market primarily in the North East Regions. They specialize in the acquisition, improvement, re-positioning, and management of commercial investment properties. 

Tune in as Darren talks about his journey in real estate and how his team now are operating and continuing to grow in commercial real estate.

HIGHLIGHTS OF THE EPISODE

01:06 – Background of the guest

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

This week’s guest is Fuquan Bilal, CEO and founder of NationalNoteGroup Capital Fund. He founded NNG in 2012 with the principal mission of capitalizing on the growing supply of mortgage notes in the interbank marketplace. To date, he has successfully managed three private mortgage note funds that primarily invest in single-family performing and non-performing mortgage notes.

In this episode he talks about his journey in capital raising. He also imparts the importance of being responsive, building genuine relationships with investors, and how both significantly helped him achieve success.

HIGHLIGHTS OF THE EPISODE

01:04 – Background of the guest

05:23 – Capital raising

09:14 – The importance of being responsive

15:56 – Building genuine relationships with investors

35:21 – Final thoughts

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.

NOTABLE QUOTES

“Raising capital is like pushing a train, it’s hard in the beginning, we work hard, it’s hard to get that thing going. But if you do the right things, you get the train going and people hop on that train.”

CONNECTING WITH THE GUEST

Website: https://naltionalnotegroup.wordpress.com/

Dr. David Phelps helps Professional Practice Owners (dentists, physicians, chiropractors, optometrists, veterinarians, etc.), who are seeking income-replacing passive income streams, more time off, and less stress find the FREEDOM they are looking for. If that sounds like you, you’re going to want to tune in.

Dr. Phelps dives into what most people might be doing wrong in their investments and discusses his new book, What’s Your Next: The Blueprint for Creating Your Freedom.

HIGHLIGHTS OF THE EPISODE

00:54 – Background of the guest | The start of Freedom Founders

10:00 – The value of collaborating with the right people

20:53 – What’s Your Next? by Dr. David Phelps – The Blueprint for Creating Your Freedom  

29:09 – If you feel stuck in your life and don’t know how to take the next step, there is a way, there are multiple ways to do it

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

This week, Heritage Capital CIO, Mile Marker Club founder, and longtime friend of the Big Mike Fund podcast Ryan Parson joins us from sunny Glenwood Springs, CO. We begin our conversation with an update on the Mile Marker Club, Ryan’s initiative to help new and professional investors grow capital in alternative markets like real estate and increase their financial literacy. Later, we cover holistic wealth planning, the benefits and opportunity costs of taking a more active role in your portfolio, the current tax environment in the United States, the risk of letting tax benefits drive capital allocation, and building a strategy that suits your lifestyle instead of the IRS.

• What is the holistic financial planning process?

“There’s always been a certain fascination with real estate in the US… part of the reason is that Congress and the IRS have provided different types of tax benefits relatively consistently and that extend for a relatively long period of time. And that’s been part of the bedrock that has made the US economy work so well for a couple hundred years now.” Ryan Parson

“What the IRS giveth today, it taketh away tomorrow.” Ryan Parson

Mile Marker Club

In this episode, we are delighted to have Brett Swarts as our guest. He is the Founder of the Capital Gains Tax Solutions, the host of Capital Gains Podcast, and the leading expert on Deferred Sales Tax Solutions. Every year, he trains hundreds of business professionals on how to use tax deferral method to save money and help his high-net-worth clients overcome capital gains deferred limitations.

Brett will provide us the information on deferred sales trust as well as other tax deferral and wealth-building strategies. Tune in to understand how a deferred sales trust or other tactics will support you or your customers, so you can make more money when you sell!

• How did Brett get into what he is doing right now
• What are the Basics of Deferred Sales Trust
• Importance of understanding the DST and how it secures your wealth
• Who decides to spend the money in the trust?
• Who makes the decision where the money is invested?
• In terms of the IRA, what are the things you can’t use inside of your trust or investments that you are buying?
• How much is the minimum fee to pay basically when they sell their assets and how much net will they get?
• What is DST plus and how does it work
• Differences between DST and DST Plus

QUOTES:

“ Once you start doing these deals in this way, all of the sudden, you’re riding a speed racer with us as well. It may take 6 months or a year, but it definitely takes doing the deal.” - Brett Swarts

“The market is so high that our clients look for liquidity, diversification, and to be out of debt, and if you can do that, you can preserve your wealth and a marketplace that who knows this place could last” - Brett Swarts

RESOURCES

Website :https://capitalgainstaxsolutions.com/

Facebook : https://www.facebook.com/capitalgainstaxsolutions/

YouTube: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA

Joining us today is Kathy Fettke, the co-founder of Real Wealth Network. Kathy has appeared on CNN, CNBC, Fox News, NRP, CBS MarketWatch, and The Wall Street Journal as a guest expert. She also runs a podcast called the Real Wealth Show and being the author of the #1 best-selling book, Retire Rich with Rentals, She is also a wife and a mom. 

Get tips and insights as Kathy discusses the good market opportunities and how to develop real wealth and cash flow by investing in assets that produce profits, such as real estate.

WHAT YOU’LL LEARN FROM THIS EPISODE:

• Kathy Fettke shares her experiences in multifamily experience especially in this pandemic
• Finding out the specific market she invests in.
• The reason why the real estate growth has a low-interest rate
• Impact for Real Estate: how the evolution of technology affects the real estate business especially that we are experiencing this pandemic. 
• Thoughts in the Residential Real Estate giving  $15,000 to first time home buyers
• Understanding and defining “Build to Rent”
• The typical sales price and rent for the build to rent properties.

BOOKS MENTIONED:

• Retire Rich with Rentals

QUOTES 

“At the end of the day, it's really the cash flow which still exists and you still get it, in the right market” - Kathy Fettke

“You just have really be careful  about what you are buying, and understand that interest rates will creep up” - Kathy Fettke

RESOURCES

Website :https://www.realwealthnetwork.com

Join us today with guest Javier Hinojo Jr. as he talks about how to venture into Multifamily Properties. He is the owner of IQ REI, a family-controlled real estate company that buys, manages, repairs, and sells homes in the Raleigh, Durham, and Chapel Hill, NC area, He is also a Hall Of Fame Inductee Rich Dad(Poor Dad) Elite Legacy Education Real Estate Investing.

In this episode, Javier will discuss his experience in the real estate industry. Learn more about his journey because has a lot of great information to share with us!

WHAT YOU’LL LEARN FROM THIS EPISODE:

• How Javier Transitioned from Single Property to Multifamily property investing 
• What are the opportunities and how to determine the best projects to invest on
• Understanding the basis of having a successful project
• Find out the challenges he experienced in property investing 
• Ways to find a property that’s worth investing
• Strategies in building marketing funnel.

QUOTES:

"Yes, it is a challenge to transition. I believe in trying do everything on your own. It's a team sport here, It's a team business connect partner with people who've done it before." - Javier Hinojo Jr.

"You know, they walk into the Minefield. So why not walk behind them learn it observe it too." - Javier Hinojo Jr.

RESOURCES:

Facebook : https://www.facebook.com/JavierHinojoJr/

Facebook Group : https://www.facebook.com/groups/1billioncre

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

Youtube : https://www.youtube.com/channel/UCMds24CC2afg7MYtq0eBIuA

Today’s podcast talks about senior living in the time of the pandemic and the challenges it brings to everyone.

Joining us is Sean D. Casterline, a recognized expert in the field of wealth management and alternative investments. He is the Founder and President of Delta Capital Management, LLC, President of Delta Advisory Group, Inc., and Partner of Delta Realty Advisors, Inc. In these positions, Sean specializes in the areas of asset management and alternative real estate investments for clients spanning a wide array of industries. In recent years, he has worked to develop investment and financial alternatives utilizing the broadest range of financing structures to maximize yields and provide maximum flexibility for investors.

Let’s listen to this episode in its entirety to learn what senior living is, how it works, and how Sean’s company copes with the pandemic.

WHAT YOU’LL LEARN FROM THIS EPISODE:

• Sean’s background
• Overview on Tuscan Gardens Senior Living
• How the business works
• Senior living demographics 
• Who pays for people staying in independent/assisted living
• The company’s response to COVID-19

BOOKS MENTIONED:

• Reinventing Senior Housing - Laurence J. Pino

QUOTES 

“Food is such a big driver in senior living”

“They needed something to live for”

RESOURES

Website : Tuscan Gardens: Senior Living & Memory Care in Florida

Website: Tuscan Gardens Capital Partners 

Joining us on today’s episode is Ryan Parson, Chairman and Chief Investment Officer at Heritage Capital USA, Inc. and Mile Marker Club, as well as the Director of Investor Relations at Colonial Capital Management. 

With more than 20 years of experience in the financial services, insurance and real estate industries, Ryan works with individual and business clients to provide financing solutions for all types of real estate and alternative investments. His current focus is working with accredited investors seeking exclusive capital placement options that provide diversification, capital preservation, and income. Ryan’s firm consistently creates attractive income sources and long-term capital growth for its investors.

So stay glued to your headphones if you want to learn more about treasury management.

WHAT YOU’LL LEARN FROM THIS EPISODE:

• Ryan shares what treasury management is all about and what it means to high net worth  clients
• Is treasury management managing cash or managing investments?
• Ryan breaks down the five core elements of treasury management
• Ryan talks about volatility and turbulence in the market
• Understanding the long term impact of an incoming growth based portfolio
• What to do with fresh investment capital
• Things to think about when talking about taxes 

QUOTES 

“Do not let the tax tail wag the wealthiest dog” - Ryan Parson

“Predicting the future is hard” - Mike Zlotnik

RESOURCES

Website : Mile Marker Club

Text message: 4802844806

In today’s episode, we are joined by self-directed IRA specialist Jason DeBono. Jason graduated from the University of Central Florida and has since acquired 15-years of experience in the self-directed IRA industry. He has served as Director of Business Development, Director of Operations, and Vice President for NuView Trust Company – a self-directed custodian with over $1.4 billion of assets under custody. Now, in his role as President, Jason oversees the day-to-day activities of the company. He is heavily recruited to speak on podcasts and at national events as a subject matter expert in tax-advantaged investing through retirement accounts. Additionally, Jason has provided continuing education to CPAs, Attorneys, and Real Estate professionals and has been a guest speaker at hundreds of investment events and conferences throughout the United States.

Listen to this episode to learn more about how to grow your self-directed accounts.

WHAT YOU’LL LEARN FROM THIS EPISODE:

• Jason talks about his company Nuview Trust
• Why people would push the money from Wall Street to self-directed IRA
• How people can grow their portfolios faster, better and tax-free using a self-directed custodian
• Jason’s thoughts on tax-free growth
• Jason breaks down the process on how to get the necessary paperwork to make it acceptable to the custodian
• How to set up an account and get going with self-directed IRA

QUOTES

“There’s no excuse to be ignorant about money in today’s day and age” - Jason DeBono

“There’s very few ignorant people that are wealthy” - Jason DeBono

RESOURCES

Website : Trusted Self Directed IRA Custodian Service - Nuview Trust SDIRA