EntrePods

Today on Leafy Podcast, our Leafy Host Brian Price, CEO and Co-Founder of Leafy Legal Services sits down with one of Leafy's in-house attorneys Richard Amagwula, Esq. to discuss real estate investing with a Solo 401K.  

Today, Leafy sits down with Scott Maurer, Director of Business Development with Advanta IRA. Scott is an attorney and a graduate of the University of Florida Law School. Scott started his career with Advanta IRA in 2006. His experience with various investment types and their unique processes makes him an invaluable asset. Scott holds the designation of Certified IRA Services Professional (CISP) and leads engaging seminars and webinars that educate the public on the intricacies of self-directed IRAs. Scott tells us that self-directed IRAs are great for people who want to actively manage their own retirement accounts.  If you want to be able to pick your investments and have control like that, this is for you.  If you want to have a passive roll and let someone else manage your retirement fund, then self-directed retirement funds are not a good fit, Scott explains. Listen to the entire episode to receive more valuable information about self-directed retirement funds and how you can get started in managing your money and accounts.

To find more on Scott Maurer and learn about self-directed IRAs, visit: https://www.advantaira.com/

Today, Leafy Podcast talks with Richard Wilson, who helps $100M+ net worth families create and manage their single family offices and currently manages 14 clients including mandates with three billionaire families and as the CEO of a $500M+ single family office and Head of Direct Investments for another with $200M+ in assets. Richard is also the host of The Family Office Podcast, a variety show that provides you with client case studies, examples, facts, trends, interviews with family offices and a global view of this emerging space of ultra-wealthy investing. Richard takes you inside the industry and shares what billionaire family office clients are investing in and what they care about most right now. This content comes from Richard’s meetings with over 1,000 family offices in 22 different countries, as well as operating the #1 family office association, The Family Office Club, and being CEO of Billionaire Family Office and The Single Family Office Syndicate. Richard tells us to position ourselves as experts through thought leadership. He says that the ultra-wealthy want find the ‘expert’ in a particular field that they are interested in. So the more knowledgeable you are in your niche, the more valuable you will be to the billionaire interested in what you do. Listen to the whole episode to hear how to get in touch with Richard and the Family Offices and what it takes to get started with him and get connected.  

To find out more about Richard Wilson, visit https://familyoffices.com/richard-wilson and https://familyoffices.com/podcast

In this episode, Leafy hosts Brian, Jennifer and Tammy sit down with Douglas Skipworth, Co-Founder and Principal Broker for CrestCore Realty LLC. Douglas got started like a lot of real estate investors with rental properties part-time while still working a W-2 job. Along with his business partner, Douglas has built up his investment portfolio with rental properties around the Memphis, TN area and also successfully built several companies to serve those investments as well.  These companies include real estate brokerage, property management, maintenance, construction, staffing solutions, finance and banking. His underlying objective in all of the companies he has created is to add value to others within his real estate investing and rental experiences.  Douglas tells us that establishing communication with tenants and being proactive about rental payments, etc. will create a mutually beneficial relationship with tenants and lead to lower missed payments and evictions for property owners.  Douglas says references and background checks are key requirements to avoiding bad tenants. Take a look at future tenants’ eviction history, not necessarily if they have bad credit, but if they have not paid rent historically, that is a red flag.  

To find out more about Douglas Skipworth, visit: https://www.crestcore.com/

Today on Leafy Podcast, our host Jennifer sits down with Chris Prefontaine, Founder and CEO of SmartRealEstateCoach.com and host of the Smart Real Estate Coach Podcast. Chris has been in real estate for almost 30 years. His experience ranges from constructing new homes in the ’90s and owning a Realty Executive Franchise to running his own investments (commercial & residential) and coaching clients throughout North America. Today, Chris runs his own buying and selling businesses with his family team, which purchases 2-5 properties monthly, so they’re in the trenches every single week. They also help their Associates and students do the exact same thing all across North America, working together on another 10-15 properties every month. Having been through several real estate cycles, Chris understands the challenges of this business and helps students navigate the constantly changing real estate waters. Chris teaches how to never use your own personal money and never pay interest on a home loan again. Chris tells us to start with lease purchase as the simplest root for a new person just starting in real estate investing. He and his team help their students get set up the right way on terms, wherein you don’t use your own money, don’t finance with banks, and don’t use your personal credit when purchasing real estate. Listen in to learn more interesting tips from Chris.   

Lean More about Chris Prefontaine, Visit: Smart Real Estate Coach Podcast: www.smartrealestatecoachpodcast.com  Free Webinar: www.smartrealestatecoach.com/webinar/

On this episode of Leafy Podcast, Jennifer sits down with Kevin McGrath, Principle of Cardinal Industrial.  Kevin began his commercial real estate career in 2007 and is now responsible for business development and asset management at Cardinal Industrial. Kevin tells us how he got into passive real estate investing in the industrial/commercial niche. He explains his ‘lightbulb’ moment that got him passively investing in multifamily while he was still working a W-2 job.  Now he is all industrial investing full-time and living on his passive income through his real estate investing. Kevin talks about his investments in fulfillment centers that are 20 years or newer in the Midwest and Texas and these properties create higher returns for his investors. Listen in as Kevin gets into the weeds about what he looks for to invest in for anyone who wants to look into this niche and take their investing to the next level.

To find out more about Kevin McGrath visit: www.cardinalindustrial.com

Today on Leafy, Brian and Jennifer talk to Justin Hannah, founder of  https://realestateinvesting365.co/ and host of Real Estate Investing 365 Podcast. Justin tells us how he got started by selling his truck and dirt bike to buy an investment property and then sold that for a few rental properties and went from there. Justin also talks to us about some of his syndication deals for passive cash flow and also has rental units, single family and about the gym he owns. Justin says that if you feel like you don’t have anything to bring to the table that can benefit a partnership, start a network, a podcast, something that can add connections and value to your portfolio. He says to just get started, don’t wait for the economy to correct itself, just get the education, the mentor, one property, one deal and go from there.

To learn more about Justin Hannah and to listen to his podcast, visit: https://realestateinvesting365.co/

Today, Leafy sits down with Dan Kryzanowski, a serial revenue driver and active alternative asset investor with https://www.rocketdollar.com/. Rocket Dollar was founded in 2018 to help people make safe, simple, and fast solutions to take control of their retirement savings and investment opportunities. Prior to joining Rocket Dollar, Dan led new initiatives, partners, and teams across multiple startups and Fortune 50 companies, including General Electric and Merrill Lynch. He also serves as an advisor to entrepreneurs and executives across the FinTech world and self-storage industry. Dan talks to us about the latest investing trends in real estate. Dan tells us that self-storage, retail in strip malls, and RV parks are all great and hot markets to get into right now. Dan explains that many millennials are choosing to live in smaller spaces, but needing to use self-storage more often, which will increase the demand for that industry, thus making that investment a lucrative opportunity. Dan gave us a ton of great references throughout the episode, a few are mentioned below.  Interested parties may contact Dan at [email protected]

To learn more about Dan Kryzanowski, visit: www.rocketdollar.com

 Dan referenced the following real estate owner/opportunities. Please contact Dan for an introduction or reference Dan/this podcast, when reaching out directly:

- Pinnacle Storage Properties (self-storage)

- HJH Investments (office, industrial, retail)

- Thompson Investing (commercial, multi-family, mobile home parks, MHCs)

- BridgeView Real Estate (mult-family, acquisition/development, pharmacies, loans, funds)

In this episode of Leafy, our hosts sit down with a Scrum professional Fabian Schwartz. Fabian has 20 years of experience world-wide in training business professionals in Fortune 100 companies to use Scrum. Scrum is a lightweight management framework that can help dramatically improve business performance. Scrum is all about getting fast feedback so that business can identify a problem, create a workflow to eliminate the issue and implement for quick results.  Scrum gives companies the ability to pivot quickly if there is an issue and can streamline communication and technology. Scrum can even be used in real estate investing. You create a list and prioritize by ROI and then go step by step with the time and money you have. Listen in to learn how to achieve agility with Scrum.

Checkout Fabian’s book: Your Scrum Playbook: It´s Poker, Not Chess https://yourscrumplaybook.com

On today’s episode, Leafy’s Brian and Jennifer interview Miha Matlievski. Miha is a trusted advisor to over 3,500 entrepreneurs worldwide in leadership development and executive coaching. He has forged his approach to helping entrepreneurs and business executives by using a monumental personal failure and eventual redemption to help get others where they need to go to find their personal success and fulfillment. At just 18 years old, Miha Matlievski, a Slovenian high school dropout, dreamed of becoming a successful entrepreneur. And he pursued it with a passion, putting in 12 years of hard work that resulted in four successful businesses and a personal net worth of $15M. But in December 2009, an unexpected call from his bank, which had decided to foreclose on his real estate investments, brought his world crashing down around him. That one negative event instigated an avalanche of ruin for him and his businesses, resulting in his four, once-successful companies going bankrupt. Miha tells us that failure is a very import part of our lives. Without failing, we would not be able to learn and grow. Miha has since used his own failure to learn from and has built several companies to a net worth into the 9 figures. Listen to the whole episode to hear Miha’s harrowing story.

To learn more about Miha Matlievski and his incredible journey, visit: www.fail.coach and www.framework4freedom.com