GUEST BIO

This week we are joined by the newly appointed President of NuView himself! Jason DeBono brings with him his immense experience of 15 years. Starting from his roots with NuView (as an intern!) to leading a two-man operations team. He then diligently worked his way to Director, to Vice President and to finally reaching the summit at the start of this year. Jason now manages over $1.4 billion of self-directed custodian assets under him.

Self-directed IRAs are nothing new. But in the past decade they’ve become more prevalent as financial education and awareness increased. NuView is the (hard working man) in a budding industry that built their name with diligence. As opposed to common financial structures, self-directed IRAs allow you to choose where your investments go.

And this is where NuView stands out.

HIGHLIGHTS OF THE EPISODE

01:50 -  Background of the guest

06:00 -  Individual Retirement account

08:31 -  What is a custodian?

KEEPING IT REAL

13:02 - Advantages of the IRA

16:12 - Two Independent Decisions

23:32 - Types of Retirement Accounts

32:28 - Two types of Taxation in IRA

38:50 - How to become a professional in business?

40:41 - What is NuView Trust company?

43:02 - Biggest misconception in IRA

RAPID FIRE QUESTIONS

46:15 - Favorite Book - Rich Dad Poor Dad by Robert Kiyosaki | The Richest Man in Babylon by George Samuel Clason

NOTABLE QUOTES (KEY LESSONS):

“Before you think about how to make money, which is investing, you have to stop and think about how to build wealth, which are tax advantages.” 

“If you do your own taxes, you’re not in business, you will never be a professional in business because you can’t learn and understand enough to do it all.” 

CONNECTING WITH THE GUEST

Website | LinkedIn

Email: [email protected]

GUEST BIO

HIGHLIGHTS OF THE EPISODE

01:41 -  Background of the guest

04:19 -  Aspects of life insurance

07:28 -  Types of life insurance

KEEPING IT REAL

28:51 - Monetizing the insurance policy

33:28 - 4 Strategies of Insurance

15:17 -  Which tool is better to use

17:27 -  Playing offense and defense

18:37 -  Benefits of Investments

25:00 - Who can avail insurance policy

RAPID FIRE QUESTIONS

37:01 - Favorite Book - Mindset by Carol Dweck

37:10 - Best Habit - writing checklist every single day

37:46 - Misconception about whole life insurance - it’s a terrible investment

39:24 - Importance of social media

NOTABLE QUOTES (KEY LESSONS):

“It’s not just about trying to find the best interest rate but also, ‘what’s happening with your cash while you’re using your cash’ I think that’s the key to understand.”

‘A banker is a fellow who will lend you an umbrella when it’s sunny out. But once it’s back the second it stops raining.” 

“Banks only deal with people who have money or have collateral, and when they don’t have the collateral or don’t have the money or have the proof of income, they want their money back or they’ll deny the loan.” 

CONNECTING WITH THE GUEST

LinkedIn

GUEST BIO

Avery Carl walks us through her journey of getting started in short term rental investing in mature Vacation Markets. As the CEO of and founder of Short Term Stop, Avery made her first rental property purchase at 26 on a $37,000 salary. While she owns over 30+ short term rentals, she also niches in helping investors acquire and sell short term rentals as a real estate agent. She is one of the Wall Street Journal’s Top 100 Agents and has sold 150 million short term rental properties in 2020.

HIGHLIGHTS OF THE EPISODE

01:49 -  Background of the guest

07:15 -  Right questions to ask when looking at any market

08:30 -  Analyzing your first short term rental - enemy method

13:40 -  Structuring fees

16:53 -  Management backend

KEEPING IT REAL

18:06 - Scaling at 20-30 plus team members

23:22 - Finding the criteria for Short term rentals

25:28 - Short term rental vs long term rental

30:35 - Exit strategy

35:34 - Bringing residential model to a higher scale

NOTABLE QUOTES (KEY LESSONS):

“Consume as much media as possible whether that’s books or podcasts. Just make sure that you’re really really well versed in investment real estate.” 

CONNECTING WITH THE GUEST

Website | Instagram | Facebook

Phone number: 800-898-1498 | 865-868-3233

This episode is brought to you by our sponsor Guesty.com which is a property management software that Ruben and his team use as short term rental Superhosts to manage and streamline all communication with their guests and team to make it a memorable stay for each guest that books their property. Use our private unique link here https://hosts.guesty.com/?r=therealestateexperiment  to let Guesty know we sent you!

GUEST BIO

We are joined in the lab by the CEO of Ardor SEO and the coolest guy in Search Engine Optimization, Kris Reid. In this day and age where people turn to the internet to buy everything, it pays to be on top of search engine results and actually get people to take action by buying your product.

This former Software Engineer achieved this feat back in 2008 where he got people to visit his website and play his online computer game. By learning the rules of SEO and  developing a simple system to get traffic to his website, Kris was able to grow his business.

If you are an online business owner looking to get your target audience’s attention and cash in on all the benefits of SEO then you need to tune into this episode and find out for yourself how this technical concept can actually work to your advantage.

HIGHLIGHTS OF THE EPISODE

01:42 - Guest Background

05:19 - What is SEO and the importance of it

11:20 - How to rank in SEO - Ahrefs SEO tool

14:20 - What is Backlink?

19:29 - Biggest misconception when ranking in google

KEEPING IT REAL

25:22 - How to start in SEO

28:49 - Using the right keyword

34:06 - Spending a 10 grand in Zillow

BOOKS MENTIONED IN THE SHOW:

The 7 Habits of Highly Effective People by Stephen Covey

The Vision Driven Leader by Michael Hyatt

NOTABLE QUOTES (KEY LESSONS):

“That’s the beauty of digital marketing, it’s a Science. It just follows the same strategy that works and you get that predictability.” 

“If it was easy to do, then everyone will be doing it.” 

CONNECTING WITH THE GUEST

Google | Website 

GUEST BIO

We are joined in the lab by Anton Mattli, CEO of Peak Financing. With a background in investment and corporate banking, private equity, and commercial real estate, Anton found himself working in one specific niche - Commercial Real Estate Financing.

He and his team at Peak Financing are dedicated to finding the best financing for your multifamily and other commercial real estate properties in the COVID-19 environment.

If you are looking for the best financial intermediary at this time or just want to know the A-Zs of financing your first acquisition, look no further from this podcast and let’s listen in to what Anton Mattli has to share with us in this episode.

HIGHLIGHTS OF THE EPISODE

01:56 - Background of the guest

05:45 - How the company Peak Financing started

08:46 - Creating Strategic Partnerships

11:01 - Why commercial brokerage is better

16:32 - Relationship between loan originator and client

KEEPING IT REAL

19:55 - Right screening process

23:19 - Pillars of Real Estate Investment

26:53 - Loan distribution to the type of clientele

29:42 - Underwriting deals

36:34 - Who are the wealthy people

45:00 - The supply chain process

49:30 - Misconception of commercial real estate financial process

NOTABLE QUOTES (KEY LESSONS):

“Be prepared and then you can run.” 

“The more you talk to people, the better sense you get in what direction you want to go and with whom you want to partner up with.” 

CONNECTING WITH THE GUEST

Website | Facebook | LinkedIn | Instagram

Email: [email protected]

GUEST BIO

We are joined in the lab by Eric Martel, a real estate investor, entrepreneur and the founder of MartelTurnkey. Eric gifts the middle class with a guide to achieving financial freedom through real estate with his book “Stop Trading Time for Money”. He is the author of the popular “Break Away From the Rat Race” YouTube channel and podcast and advocates early retirement by building passive income.

Eric purchased his first multi-family property when he was 18 years old. When he witnessed firsthand the crash of corporate pension plans for long term employees as a management and business consultant, he decided that there had to be a better way to retire early and build wealth at the same time.

In this episode, we discover how to break free from the employee bubble and get positive cash flow for residential turnkey rentals and joint ventures. If you are looking for a rewarding tradeoff from a 401K and finally become the owner of your own time, let's tune in to what Eric has to say.

HIGHLIGHTS OF THE EPISODE

02:07 - Background of the guest

06:53 - First family business - low carb grocery store

11:56 - How every store is different

13:39 - Making money for business strategy

17:40 - Delegating task within the family business

KEEPING IT REAL

24:38 - The importance of having a passive income

28:55 - Transitioning into Real Estate

38:00 -  Doing business without losing money

45:40 -  Return of Equity

52:22 -  What is Portfolio financing

54:20 -  Biggest Misconception

RAPID FIRE QUESTIONS

55:51 - Favorite Book -  What got you here won’t get you there by Marshall Goldsmith

56:26 - Favorite Habit - Consistency

56:46 - Best Tool - Excel or Spreadsheet

57:16 - One 300 unit apartment vs 100 Turnkey Properties - 100 Turnkey Properties

58:01 - Cash Flow of Equity - CashFlow

58:47 - Self Managed or Outsource - Outsource

BOOKS MENTIONED IN THIS SHOW

Millionaire FastLane by MJ Demarco

Stop Trading your time for money by Eric Martel

What got you here won’t get you there by Marshall Goldsmith

NOTABLE QUOTES (KEY LESSONS):

“For me, passive income was key because I knew that it was inevitable, eventually I want to retire and I want to travel. And being an independent consultant, for so many years, the connection between hours that you work and the dollars that you make is very, very tight.”  

“As an entrepreneur, sometimes you have to do the things you’re not comfortable with.” 

CONNECTING WITH THE GUEST

LinkedIn | YouTube | Facebook | Instagram