Dealmaker Diaries Podcast

Sometimes to go big you have to start small.

Brandi Shotwell is a Principal at Reno Capital Management in Dallas, Texas concentrating on debt and equity. With over 20 years’ experience in finance and real estate, Brandi has had leadership involvement in over $1 billion in real estate projects ranging from commercial acquisitions to commercial development.  She has organized funding acquisitions and development opportunities for multifamily investors, high net worth individuals, municipal growth areas, and manufacturing clients. 

Prior to joining RCM, Brandi was Vice President at Edge Capital Markets in Dallas, Texas.  Preceding Edge, she was Vice President of Coronado Bay Capital where she was a top producing originator of the company.  Previously, she was a founding partner of Global Mortgage USA. Brandi attended Purdue University Northwest where she studied business and marketing.

Josh Plave is the founder of Wall to Main and a full-time multifamily investor. Investing with his family, they hold a portfolio of over 700 units across three markets.

​Josh's experience in retirement accounts began at 16, when he opened his first Roth IRA and began trading equities.

Since then, after the unfortunate passing of his grandfather and mother, he was left with multiple Inherited IRAs. Through careful research and structuring, Josh has been able to further the legacy of prior generations and accelerate the growth of his family's capital.

This experience led to the creation of Wall to Main, where the lessons learned and opportunities found are meant to be shared, free of cost, for those who seek to preserve and grow their wealth for a prosperous future.

KELLY STINSON “The Potty Princess” – National Sales Manager, SAS

Passionate about water & energy conservation and the influence to improve our environment.

CONTACT INFO:

Kelly Stinson: 214-636-9550

LinkedIn: #thepottyprincess

Facebook: #thepottyprincess

ANSELMO TORRES III, National Account Manager

Anselmo Torres: 214-914-1139

[email protected]

LinkedIn: Anselmo Torres III

From the young age of 12 years old, Mark was an active addict, in and out of jail, rehabs, and spent periods of his life living on the street. It wasn’t until he was caught in an armed robbery at 24 years old, putting him in jail for four years that his life turned around, thanks to the discovery of a life changing book he read during his time served.  

Mark has an amazing story of breakthrough that he wants to share with the world to encourage those who are struggling that it gets better; how anyone can start at rock bottom and become successful. “You can if you think you can.”  

Today, at 55, Mark is a multi-millionaire, thriving in the Real Estate Investing industry, with over 100 rental units and coaches new investors to acquire and build their portfolios as well. Mark spends his free time at investor meetups and classes, Facebook Live and podcasting, sharing all that he can possibly think of, without holding anything back.

Robert D. Burr is truly one of a kind. When he speaks, people listen because they have never heard anyone quite like him. Born and raised in Louisiana Bob still has a bit of a drawl, but that doesn’t stop him from getting right to the heart of the matter, no matter what the subject might be. Over the past 40+ years Bob has generated hundreds of millions of dollars for Oil and Gas ventures. He is a master syndicator and deal strategist. 

 The recent crisis in the Oil Patch has been a huge opportunity for some like Mr. Burr who saw what was coming and moved to capitalize on it. Panex acquired the BR Dome fields outside of Houston, TX, where wells were shut-in by the pandemic. With just a few of their over 200 wells back online, they are now producing over 300 barrels of oil per day and paying 12% interest to  investing partners.You may wonder how Panex is paying 12% interest in times like these? ... and that is why you should have Bob on your roledex. If anyone in this audience needs to find an alternative investment that is over collateralized, and providing immediate cash flow, Panex has it, and Bob Burr can explain the benefits and the risks of it in plain English.

After graduating with an engineering degree and then an MBA from Ohio State, Paul started on the management development track at Ford Motor

Company in Detroit. After five years, he departed to start a staffing company with a partner. They sold it to a publicly traded firm for $2.9

million five years later. Along the way, Paul was Finalist for Ernst & Young's Michigan Entrepreneur of the Year two years straight. Paul later entered

the real estate sector, where he completed 85 real estate investments and exits, appeared on an HGTV Special, rehabbed and managed dozens of rental properties, developed a waterfront subdivision, and started two successful online real estate marketing firms. Three successful

developments, including assisting with development of a Hyatt hotel and a multifamily housing project, led him into the multifamily investment arena. Paul co-hosts a wealth-building podcast called How to Lose Money and is a contributor to Fox Business and BiggerPockets, producing live video and blog content on a weekly basis.

Paul is the author of The Perfect Investment - Create Enduring Wealth from the Historic Shift to Multifamily Housing (2016) and has a forthcoming book on self-storage investing. Paul is also the Managing Director of two commercial real estate funds at Wellings Capital.

Yonah is a powerhouse - with property owners' tax savings. As Business Director at a national cost segregation leader, Madison SPECS, he has assisted clients in saving tens of millions of dollars on taxes through cost segregation.

In this episode we covered:

How does one know if their property is a good candidate for a cost segregation study?

What does one look for in a cost segregation firm?

Should one always get an upfront estimate first?

Is one able to capture some of the benefits of cost segregation retroactively, if they've already held a property for a long time?

Looking at the Tax Cuts and Jobs Act of 2017, does the change in the Act allow property owners to take their depreciation deductions much faster. Is this temporary, or a permanent change in the law?

How does any of this impact an investor’s personal income taxes?

Tune in for a very engaging conversation!

Rob Claar first came to Japan after graduating from college in 1987. After working in a Japanese think tank in healthcare policy and health economics, Rob started his entrepreneurial path in 1992. He has created nearly 20 businesses in Japan that focus on the goal of addressing the unmet needs of patients, doctors, innovators and government agencies.

Rob has deep healthcare regulatory knowledge, strong Key Opinion Leader doctor relationships and maintains a worldwide trust network with leading innovators in drug discovery and medical technology through optimism, tenacious follow-through and a spirit of collaboration.

Rob is a school board volunteer and serves on the board of Hope International Development Agency, a non-profit focused on enabling self-reliance for the neglected poor in Cambodia, the Philippines and Ethiopia.

In his free time, Rob enjoys traveling in the countryside of Japan, visiting Shinto Shrines and hot springs with his family.