Expert CRE Secrets Podcast

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Tom Cruz is originally from Brazil, and he's in North Carolina these days. Tom has 9 years of experience acquiring properties optimized for the Section 8 program, secured over $25,000,000 in commercial & creative financing, built highly efficient property management teams, and aggressively scaled his Section 8 portfolio in less than a decade, and he's built an efficient property management team to aggressively scale this portfolio. Tom Cruz acquired over 400 rental properties in North Carolina, South Carolina, Tennessee and Ohio.

In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌

• Acquiring and building wealth with Section 8
• Identifying markets and properties.
• The biggest challenge with Section 8 housing.
• The process helps others build their wealth for Section 8.

Connect with Tom Cruz:

https://www.expertcresecrets.com/episode109

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Matt Gouge, aka Matt the Mortgage Guy, got his start in lending back in 2013. As a self-proclaimed math nerd and a people person, he burned his proverbial ships, leaving a steady paycheck with the State of California, for the commission-based world of brokering residential mortgages. He has excelled in the field because he himself is a real estate investor and he can advise clients at a high level. As a real estate investor himself, he is able to help clients not only analyze the mortgage on their primary residence but on potential investment properties as well.

In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌

• Understanding debt is your friend and not your enemy.
• Two different debt structures.
• Season of the wealth plan and tailoring the debt to the business plan.

Connect with Matt Gouge:

https://www.expertcresecrets.com/episode108

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Jonathan DeYoe has led an independent financial planning firm since 2002. He and the Mindful Money team work one on one with three hundred families and foundations. The Mindful Money team offers simple steps to financial success and tools to mindfully overcome emotional and cognitive biases related to money. He is passionate about spreading the values of goal-focused and planning-driven wealth management to help people enjoy better financial outcomes AND live happier lives!

His personal goal is to touch 1,000,000 lives in 10 years with Mindful Money financial education courses. He has been a California-based financial adviser for 25 years. He managed investments at a variety of Wall Street Companies before founding his own financial planning firm. He’s a contributor on personal finance matters for the Huffington Post, and Business Insider, among others and he has been featured in the Wall Street Journal and The New York Times.

In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌

• Moving towards money mindfulness.
• Identifying what's important, what's not important.
• Frustrations on selling highly appreciated assets.

Connect with Jonathan DeYoe:

https://www.expertcresecrets.com/episode107

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Bob Wheeler, Financial Expert & Motivator, Book Author, is the founder of The Money Nerve. Bob helps listeners conquer their money shame and avoid making poor financial decisions by teaching how emotions can dictate our choices. As a man of true integrity with infectious energy, Bob’s crusade for personal growth has cross-pollinated with his accounting practice to create a new approach to personal finances.

His passion is to help others gain insights into how their emotions trigger financial decisions. Combining finances with behaviours, Bob explores his personal concept of creating a healthy relationship with money in his recent book, The Money Nerve.

In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌

• How to create a healthy relationship with our money?
• Who wants to be rich, who deserves it?
• How to trade that ego, pride, to a being right and to create joy for finding out what's true?
• What are Wash Sales?

Connect with Bob Wheeler:

https://www.expertcresecrets.com/episode106

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Raised in Iowa, Brad moved to Minnesota to attend Bethel University in St. Paul, MN, where he received a degree in Youth Ministries. Brad’s business journey began in 2006 as a financial advisor. Brad finds his motivation in finding a proper outcome for each client and case. He finds it most rewarding when a case comes together and goals are achieved. Brad has been in this industry for 15 years. He started with a big box firm when independent in 2009 been rocking the independent world ever since.

In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌

• Creating a forward-thinking tax flow money spending plan.
• Aiding in helping future clients to do this.
• Lifetime Tax Program.
• The breakeven points, the ratios, the equity to the tax versus the total equity on the sale.

Connect with Brad Gotto:

https://www.expertcresecrets.com/episode105

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Heather Dreves is the Director of Funding at Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC, Secured Investment Corp is one of the fastest-growing real estate lenders and fund managers in the US.

Secured Investment Corp has created two private equity funds to fill the void left by uncooperative traditional funding sources. Investors have the potential to earn double-digit returns based on past performance. By connecting real estate investors who needed non-traditional funding with passive investors who were ready to earn higher returns on their investments, Secured Investment Corp created an opportunity to benefit both sides.

Heather enjoys lending money to self-employed entrepreneurs and their families. Watching people succeed in their business motivates her, and that’s why she and her lending team focus on transparency, mentorship, and making sure their people make their money back. She learned early on that focusing on the bottom line was not enough to sustain a business, and after foreclosures and property taxes caught up with many of her clients, she decided to change her approach.

In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌

• Passive Investing in Real Estate.
• What's the average percentage on notes? Liquidity of funds?
• Is there a time period people must stay in?
• Diversifying Fund.
• The flavour of Idaho local real estate.
• The biggest difference between Coeur d'Alene, Idaho and Boise.

Connect with Heather Dreves:

https://www.expertcresecrets.com/episode104

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Scott Melbye is a 37-year veteran of the nuclear energy industry having held leadership positions in major Uranium mining companies and various industry organizations. He also currently serves as President, Chief Executive Officer and a director of Uranium Royalty Corp., and as Advisor to the Nuclear Engineering Program at the Colorado School of Mines. He recently served as Vice President Commercial for Uranium Participation Corporation (now Sprott Physical Uranium Trust), and Advisor to the CEO of Kazatomprom, the world’s largest Uranium producer in Kazakhstan. Through June 2014, Scott Melbye was Executive Vice President, Marketing for Uranium One, responsible for global Uranium sales activities.

Prior to this, he spent 22 years with the Cameco Group of companies, both in the Saskatoon head office and with their U.S. subsidiaries. He most recently served as President of Cameco Inc., the subsidiary responsible for global marketing and trading activities with annual sales exceeding 30 million pounds U3O8. Scott Melbye is President of the Uranium Producers of America and a past Chair of the Board of Governors of the World Nuclear Fuel Market. Scott received a Bachelor of Science in Business Administration with specialization in International Business from Arizona State University in 1984.

In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌

• How to Invest in Uranium?
• How Uranium fits into a well-balanced portfolio?

Connect with Scott Melbye:

https://www.expertcresecrets.com/episode103

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Eric Van Dalen is a serial entrepreneur presently operating a small business in addition to being a commercial real estate agent with eXp. He got involved with cryptocurrencies in early 2021.

A small business owner in a very small town in Montana, Eric always found himself being creative and constantly coming up with ideas. He decided to pursue getting the products to market by licensing them to companies. Having both a creative and analytical mind, he used both to move through the licensing process with the help of his inventRight team. With hard work, effort, persistence and determination Eric was able to license his first product.

In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌

• What is HEX cryptocurrency and how to grow wealth with it?

Connect with Eric van Dalen:

https://www.expertcresecrets.com/episode102

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Matthew Sullivan is the founder and chief executive officer of the QuantmRE platform. He is also the co-founder of the Secured Real Estate Income Strategies Fund, and president and founder of Crowdventure.com, a real estate crowdfunding company. A serial entrepreneur, author, and host of the Hooked On Startups podcast, he worked with Richard Branson's Corporate Finance Team in the Virgin Group.

Matthew went to Westminster School in London, UK, and studied Law at Birmingham University before pursuing a career in finance and stockbroking, specializing in the South East Asian markets. Since then he has founded and led companies in the United Kingdom, India, Australia, and the United States in the finance, telecommunications, technology, and real estate sectors.

In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌

• How to get equity freedom.
• What a Home Equity agreement is?
• Who's paying for the appraisal and what percentage of ownership are you taking in for the property?
• Timeline on a deal.

Connect with Matthew Sullivan:

https://www.expertcresecrets.com/episode101

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