Expert CRE Secrets Podcast

An eCommerce Entrepreneur, Founder & CEO of Star Name Registry, Maps for Moments and Pick a Poem. He has a unique way of taking business concepts and turning them into enterprise-level realities. Star-Name-Registry.com and Mapsformoments.com were formed in 2014 out of my interest and passion for space. He employs 37 members of staff across our offices in Australia, the USA, and the UK.

In our conversation, we discussed:

• What is Third-Party Hardware Wallet
• Keeping on Third-Party Exchanges
• Google Authenticator and Two-Factor Authentication
• Purchasing Cryptocurrency

Connect with Rhys King:

https://www.expertcresecrets.com/episode61

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He's a strategic alliance and he's a certified financial planner, a three-time number one best-selling author, and the owner of Lake growth financial services, a financial firm in Chicago, Illinois. Over the years he has helped hundreds of his clients take back control of their financial future and build their business with proven tax-efficient financial solutions.

He specializes in building custom-tailored financial strategies that are unknown to the typical stock jock stock jockeys attorneys or other financial gurus. He's also the host of Not Your Average Financial Podcast.

In our conversation, we discussed:

• How to design, transfer, and start a new policy
• Bank on Yourself Strategy
• Start new policy inside DST

Connect with Mark Willis:

https://www.expertcresecrets.com/episode60

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Juan is a licensed California Real Estate Broker that has acquired his Certified Commercial Investment Member (CCIM) designation. CCIM’s are recognized experts in brokerage, valuation, and investment analysis. Juan specializes in selling multifamily apartment units as well as residential properties. He prides himself on locating value-added properties that maximize the client’s investment yields. Juan is a detail-oriented entrepreneur.

Today he handles everything from finding, funding, designing, managing, and selling investment properties. His diverse experience in commercial and multifamily real estate allows him to develop and navigate a wide range of projects.

In our conversation, we discussed:

• The four Plex and its 30-year financing
• The misconception on Cash Flow
• Biggest frustration on capital gains tax deferral
• Potential changes in the tax code

Connect with Juan Huizar:

https://www.expertcresecrets.com/episode59

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Before joining Encore Real Estate Investment Services, Dan was a Senior Advisor at Fortis Net Lease specializing in commercial real estate investment sales. Dan is also a former business development executive for Amazon in Detroit Michigan. Currently, Dan is director of investment sales at Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants, and automotive repair and parts stores. Of lesser-known fact, Dan possesses industry-leading knowledge on cannabis cultivation and its impact on the economy in general, and industrial commercial real estate specifically. An expert on Multi-Family and the current economic undercurrents facing this asset class in today’s #postcovid world, Dan often expresses the incredible opportunities for investors of all sizes.

In our conversation, we discussed:

• How to find deals on the low inventory marketplace
• Playing the principal versus playing the broker
• Key metrics of success

Connect with Dan Lewkowicz:

https://www.expertcresecrets.com/episode58

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Seth Bradley helps attorneys and other high-income earning individuals achieve their financial goals by diversifying their investment portfolios through intelligent, alternative investments in exceptional commercial real estate projects.

His passion is educating others on how to passively invest in commercial real estate so that they can quickly scale and enjoy truly passive cash flow while retaining the freedom to focus on their own businesses and careers.

He is deeply involved in the real estate industry and intimately in tune with the market, having a comprehensive perspective as a real estate investor, attorney, and broker. His law practice is focused on real estate financing, leasing, acquisitions, and dispositions, as well as asset protection, entity formation, and capital raising.

In our conversation, we discussed:

• Steps on making money while you sleep
• Ways to generate multiple streams of income
• Building systems and processes
• How Deferred Sales Trust works

Connect with Seth Bradley:

https://www.expertcresecrets.com/episode57

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As the CEO of Invst, he built his company around a core vision: Crafting the ultimate uncommon experience. Specializing in providing a comprehensive wealth management solution, they have overcome the pitfalls of the micro-specialist. Their goal is to be an industry transformer, continually innovating our anything but traditional approach.

Scott Jarred is on a mission to help make all things investing simple for people through education, guidance, and counsel, and really focused on helping each individual reach their full financial potential. He has unique specialties lying with high net worth individuals that utilize their private client platform to protect and preserve their wealth. This has helped him position himself to help his clients become more financially independent and secure.

In our conversation, we discussed:

• How to make money work for you
• Set up a financial game board
• 4 Foundational Ways of Building Wealth

Connect with Scott Jarred

https://www.expertcresecrets.com/episode56

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Stephanie Walter started her insurance agency in 2005. Along with building her agency, she began following her passion for real estate and investing in commercial real estate to generate passive income.

This led her to founding Erbe Wealth and authoring The Insurance Professional’s Guide to Real Passive Income which outlines five steps any insurance professional can take to reach financial freedom through passive investing.

In our conversation, we discussed:

• Reasons not to put your money in a 401k
• What is real estate syndication?
• The Importance of Cash Flows

Connect with Stephanie Walter:

https://www.expertcresecrets.com/episode55

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He has always been defined by his zealous love of business, a Swiss Army knife, and a commitment to building leaders and great companies. He is an expert when it comes to all things m&a, business brokerage, entrepreneurialism, and leadership and also has a love for real estate and he is with eXp Commercial and he is helping to disrupt an industry and the business brokerage world.

Connect with Sean Palmer:

https://www.expertcresecrets.com/episode54

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He is a rock star when it comes to all things, marketing, and all things Commercial Real Estate, he's really kind of pioneered the way to recall the future-proofing your business as well as in your marketing. He's a nationally recognized leader and content creator in the Commercial Real Estate, Retail Restaurant, Franchise, and Digital Media Spaces. He actually started his Commercial Real Estate career in 2001, a real estate salesperson, and he happened to secure the Starbucks coffee account in Long Island, New York.

He shortly thereafter discovered support light while visiting friends in Los Angeles and helped design and execute their early New York expansion. He went on and pursued. He was pursued by CB Richard Ellis, and he became an integral part of their retail services team in 2007. And then, fast forward to 2010 he left CB Richard Ellis to start Sabre a premier cloud-based national commercial real estate firm.

In our conversation, we discussed:

• Future-proofing of business and why is it important
• Why wouldn't I join eXp and what would be the reason?

Connect with Jayson Siano

https://www.expertcresecrets.com/episode53

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Since 1979 he's been building flexible workspace companies under the Alliance brand and its predecessor companies, focusing on new ways of working that genuinely meet the needs of today’s entrepreneurs by combining three fundamental components: people, place, and technology.

His primary areas of expertise include integrating flexible workspace models to assist with corporate real estate repositioning, investment banking, finance, workplace technology, and business leadership. He is a regular on the conference circuit and frequently consults with multinational firms to plan and formulate strategies for the future of work.

In our conversation, we discussed:

• Define agility and remote work
• Biggest frustration to the 1031 exchange when selling highly appreciated businesses

Connect with Frank Cottle

https://www.expertcresecrets.com/episode52

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