Dealmaker Diaries Podcast

Charley has been a CPA since 1990, and received his MBA from the University of Maryland and his undergrad from the University of Texas.  He began his career in Big Six auditing with KPMG Peat Marwick, then segued into industry as a financial leader for public and privately held companies.  His tax practice focuses on real estate investors and transactions specializing self-directed IRAs, 1031 exchanges, multi-year forecasting, focusing on Real Estate Professional status and utilizing passive losses.   He’s also been working the past fifteen years as a virtual CFO.  His current CFO clients are Service Dogs, Inc, The Daily Dot, Austin Living Landscape, and several Real Estate Investment Groups.

With us today is Heather Dreves, the Director of Funding at Secured Investment Corp and fund manager with, one of the fastest growing companies in the private money marketplace in the US, focusing on residential real estate investments.  Heather is passionate about helping self-employed entrepreneurs and their  families build wealth and succeed in their business ventures and helping investors deploy capital that is looking for a high yielding passive investment backed by residential real estate.. She has seen real estate investors succeed and fail and is committed to tipping the scale to the side of success for everyone she can. 

In this episode we discussed: 

• A Beginners Guide to First Lien Position Notes and How To Invest in Them 

• The Future of Residential Real Estate Markets 

• Investing through self-directed IRA’s and 401k’s 

• Invest in Real Estate without the The Real Estate Hassle 

• Why Real Estate Funds Are One of the The Best Alternative Investments You Can Make

Jim Remley is a nationally recognized expert in the field of residential real estate. Entering the real estate industry at the age of 19 he began an unlikely rise from college drop out to real estate Rock Star by becoming ranked in the top 1% of REALTORS® nationwide. Implementing game changing strategies and deploying the latest technology advances Jim shattered sales records by listing over 150 properties in one twelve month period. At 24 he opened his first Real Estate Company and grew the company to 17 offices becoming the largest independent real estate company in the State of Oregon. 

 Discussed in this episode:

-The Friction  Factor-Creating Deeper Connections in a Digital World

-Merchandising Listings-How to Price, Package, and Position Listings to Sell Quickly

-The Lead Bomb-The Coming Online Lead Collapse & What to Do About It

-10 Minutes to Kill-How to Nail Your Next Listing or Buyer Presentation 

-1000 True Fans- Sphere of Influence Strategies of Real Estate Superstars 

-The Language of Influence - How to Motivate Buyers and Sellers to Take Action

-How to Build Brand Loyalty, Visibility, and Buzz

Matthew Baltzell is the former host of Real Estate Journeys, a Top 400 Business Podcast, and is a real estate investor with a portfolio of 743 units and 4 years of asset management experience. With his vast experience in podcasting and real estate, he founded Elite Podcast Bookings, a company specializing in helping real estate investors attract more capital and become thought leaders.

In this episode we discussed:

Damion Lupo is a professional real estate investor, serial  entrepreneur (started 50+ companies), and best selling author of  11 books. He’s a four-time college dropout, who actually got  thrown out of one of the schools for opening a bookstore in his  dorm room, putting the official store into bankruptcy.  

Damion became a multimillionaire by age 25 and then lost his  $20 Million empire by age 30. After what would have been a  crushing defeat for many, Damion rebuilt his entire fortune. He  totally reinvented himself and his business, and today lives inside  a mission to Free a Million People from Financial Bondage. 

He bought his first rental house with a VISA, which snowballed  into owning 150 rental houses in 7 states in less than 5 years.  

Eventually, Damion founded Total Control Financial in 2010 to  help people achieve financial freedom. His company focuses on  qualified retirement plans which are much more flexible than  IRA’s or 401k’s. The main goal of Damion’s company is to take  money out of Wall Street and put it into Main Street’s hands.

RJ Burr, 46, is a third generation producer of American  oil. Born into the industry, Mr. Burr was on his first  location before he could walk and has been fascinated  by the production of oil his entire life. Within 3 months of graduating high school, Mr. Burr funded his first partnership  and never looked back. RJ is the Sr. VP Corporate Operations  at Panex. With a main focus on the Gulf Coast, Mr. Burr’s  companies have raised and deployed over $300 million in  upstream development and have partnered with some of  the largest oil and gas companies, namely Shell, BP, and  Marathon, to develop several million barrels in reserves.

As a successful Vice President with 47+ years in the attractions and entertainment industry, K Trevor spent the past 20 years working for iFLY Indoor Skydiving, which grew from 1 location to 80 worldwide. As an accredited investor, LP in 18 (15 active) – GP 1 syndicated deals and over the past few years, has become deeply passionate about learning about Real Estate Investing. Being an avid learner, continually connecting with as many like‐minded people and loving being on various podcasts or panelist for events, Trevor is actively looking for multifamily properties as GP/Asset Manager/Boots on Ground in TX.

In this episode, we talk about his methods for building his growing portfolio, and the mindset necessary to avoid the mistakes and pitfalls in the industry.

Joining us today is Zack Boothe, host of the Driving For Dollars Mastery podcast,  where Zack shares his insider secrets to finding massively discounted properties  regardless of experience level. Zack went from a successful window cleaner to  an even more successful millionaire, real estate investor. With his constantly  growing business, he now spends his time helping others see how simple it is to  make money with real estate. Zack built a dream real estate business…and he’s  to show you how you can too.

With a background in corporate finance and 25 years of real estate and investment experience, Tom brings extensive experience to Belrose Asset Management. Taking the company from start-up to world-class organization, Tom has specialized in discounted asset opportunities nationwide since 2006. His financial savvy, open communicative manner and integrity have seen him help alternative investors achieve their wealth-building goals.  ​

As a dedicated mentor to investors and entrepreneurs, Tom has also taught classes on real estate and mortgage note investment at the CAMA Academy along with Belrose Asset Management co-founder Joe Downs. 

​A graduate of the University of Delaware, Tom earned his MBA at the College of William and Mary.

For over 35 years, Tim Redmond has been growing highly successful businesses including his work at PriceWaterhouseCoopers, growing a software company from 2 to 400 employees then selling it to Intuit, Inc., and helping thousands of business owners gain time and financial freedom. 

Tim is also an author and speaker throughout the world whose leadership maxims have been featured in John Maxwell’s 21 Irrefutable Laws of Leadership. Tim also runs a non-profit, Redmond Leadership Institute, that trains pastors, business leaders, and government officials in developing countries. Tim works with all kinds of business owners with a variety of beliefs. For those who request it, he provides a Biblical framework around every Growth Principle he implements. 

Tim is madly in love with his hot wife Sandy and his 4 above average children. He is a wicked harmonica player. Tim also loves reading, playing tennis and chasing his wife around beautiful resorts