INVESTTHIS

Ryan Chaw, pharmacist by day and real estate investor a couple of hours a week, has mastered best practices for investing in student housing. It’s not easy holding down a full-time W2 job and being a profitable real estate investor. However, Ryan has set up systems and processes that make it easier than it should be and shares them in today’s episode. 

Ryan was inspired by his grandfather, who invested in real estate and retired early and put him and his brother through college. With this bright shining example, Ryan decided he wanted to do the same while maintaining his full-time job. His first property was a 100-year-old home, which taught him valuable but costly lessons. A huge fail forward, if you will. Today, Ryan owns 4 single-family houses with 18 tenants. His properties are on 15-year mortgages and have positive cash flow by renting the homes by bedroom to college students.

Ryan and I discuss how anyone with a full-time job can easily get into real estate investing using his methods. We cover the parameters of student housing and how to find and screen college students, so you can avoid renting to a potentially problematic tenant. We also cover cash flow and taxes, scaling fast, and using systems to manage your properties. 

Key Takeaways:

• The first investment of a 100-year-old single-family home; the good, the better, and the ugly
• Why renting to multiple tenants is a good idea
• Bonus depreciation and cost segregation
• Appreciation on the property, Increase in rents (a hedge against inflation)
• Cash flow and taxes
• Scaling fast, in the beginning, using as much leverage as possible
• Using systems to manage your properties
• Why college students are his main focus
• Tips on renting to college students 
• What Ryan did to fill his rooms during COVID19
• Getting rental referrals
• How to make more rental income renting out by the bedroom 
• Ryan’s strategy on what he will do if the market crashes: Home Equity Line of Credit (HELOC)
• How to obtain and use a portfolio loan and a line of credit 
• The best way to screen college students using Ryan’s Prime System
• How to deal with difficult tenants (Hint: Communication)

If you take care of the tenant, the tenant will take care of you.

• You want to be as close to the campus as possible, no HOA, enough parking in the area
• Deducting most rental income from your taxes 
• Appreciation of value, cash flow every month, and depreciation.
• The best way for a newbie to start in real estate investing
• How to set up systems where your tenants help maintain your investment
• Diversifying your portfolio investing in different college towns

You can do all the analysis in the world, but sometimes you have to just take action.

Ryan's Book Recommendation

Be Obsessed or Be Average (Grant Cardone)

Get in Touch with Ryan

Newbie Real Estate Investing

If you think short term rental investing has been hit hard by COVID19, think again! You can build extra capital investing in short term rentals in more rural areas, which has skyrocketed since May of 2020! This switch is due to people working from home wanting to get out of their house and enjoy different surroundings. They don’t want to fly but will drive up to 8 hours to rent a house, cabin, or apartment (with good internet) for a couple of weeks. 

Today’s guest, Avery Carl, joined a Punk Rock band during college, and when she graduated in 2008 and couldn’t find a job, she decided to tour. During her travels, she met her husband and settled in New York. She soon discovered that she was not a good employee and looked to real estate investing in getting herself out of the rat race. 

Today, Avery is the Founder of The Short Term Shop, winner of the Greater Nashville Association of Realtors Rookie of the year award, and has been in real estate since 2017. Her team works exclusively with investor clients, with a focus on short-term rental properties. They serve the Nashville and Great Smoky Mountain markets in Tennessee and the Panama City Beach and Destin areas in Florida.

Avery and I discuss how she started in short term rentals and how she helps her clients find the most profitable properties with excellent cash flow. We talk about the markets that are hot right now, what to look for in short term rentals, and how to manage those properties remotely.

• Balancing short term and long term rental portfolio based on passive income goals
• How to build extra capital by investing in short term rentals
• Why real estate agents don’t specialize in any kind of niche real estate opportunities 
• How to start with investments from friends and family to growing a business.
• The punk rock tour route to real estate investing. 

I realized I wasn’t a good employee, and investing was a good way to get out of the rat race.

• Her first short term rental deal
• Learning how to do short term real estate investing the right way
• The markets to focus on for short-term rentals.
• The business model: Real estate team brokered by EXP Realty 
• Should you have a property manager for a short term rental? 
• Using automation tools for short-term rental property management
• The benefits of short term rental investing vs. long term rental investing.
• Who won’t do well in short term rental investing
• Understanding the short term rental market during COVID19 

COVID caused a boom in the short-term rental business



• Where the short term rental market will go in the next 5 to 10 years
• Tips to a healthy diversified portfolio 
• The benefits of C-Class investments
• How to transition from traditional real estate investing to short term investing.

Avery's Book Recommendation:

Trust Me, I'm Lying: Confessions of a Media Manipulator (Ryan Holiday)

Get in Touch with Avery:

The Short Term Shop

Driving qualified traffic to your website is key to keeping your pipeline full and your business strong. The number one way to do that is knowing how to generate leads using Google SEO. Understanding and utilizing SEO is not fun; it’s not sexy but is vital to your business. We aim to make it easier to understand during this episode and possibly a bit more entertaining.

Kris Reid, Founder of Ardor SEO, is literally the coolest guy in SEO. Don’t believe me? Google it, and that is all you will see. He used his own expertise to put himself ahead of all his other competition and shares how he can do the same for any company. 

Originally from Australia, Kris studied software engineering, moved to London, and worked in finance until the 2008 global financial crisis took his job away. He spent 2 years backpacking around the world to work out what to do with the rest of his life. While traveling and finding himself, Kris created a video game and wondered how to get people to play it. That’s when he started learning and mastering the mysteries of SEO.  

In today’s episode, Kris breaks down how SEO works, and the critical factors involved in creating a lead magnet on your website, and how to improve your ranking on Google. In addition, Kris details how to build a defense around your business so that your SEO will continue working for you for years into the future. 

Key Takeaways

• From financing career to building a video game to the coolest guy in SEO
• The evolution of Google SEO
• Building a digital defense around your business
• Why implementing strong SEO is more powerful than paid traffic
• How to get more customers using SEO
• The fundamentals of search 
• How you should be implementing SEO on your website

Pretty websites don’t sell things, words sell things, and that’s why keywords are an integral part of your website.

• How to get started in strengthening your SEO
• Generating more leads utilizing search
• Examples of how a strong SEO strategy can grow your business
• Analyzing your market and understanding what people are searching for and what competitors you are up against
• People don’t buy confusion; they buy clarity
• How to grow your business at the right rate for your product/service 
• Cost per acquisition scenarios
• How COVID19 has changed SEO 
• How SEO will change in the next 5 years
• Creating lead magnets for your website

**FREE PERSONAL REVIEW OF YOUR WEBSITE!**

www.ardorseo.com/investthis

(You receive a bonus if you leave a 5-star review for INVESTTHIS!)

Kris' Book Recommendations

Stillness is the Key (Ryan Holiday)

Get in Touch with Kris

Social Handle: @thecoolestguyinseo

Ardor SEO

Mike Brown, the author of The Real Perspective, offers advice and inside tips on how diversifying your portfolio with alternative investments can not only strengthen your portfolio but significantly improve your ROI. It's important to note that there are four discrete yet often overlapping goals for alternative asset allocation: Capital growth, risk diversification, safety, and income generation.

Mike is not only an author, but he also has 20 years of experience in commercial real estate and investments. Currently, he is the Co-founder and Managing Member of Red Fox Capital. Red Fox is an income-producing fund allowing accredited, high-net-worth investors to place capital with other like-minded investors. It also diversifies their risk, grows income, and provides more extensive, more lucrative properties than would be possible on their own.

Mike shares secret investment strategies financial advisors won't tell you about during today's episode, which is his book's premise. We detail how to analyze your portfolio to see where you can improve your investment strategy. Mike also discusses how to balance your assets for more significant ROI and the factors to analyze to understand the best way to diversify your portfolio.

Key Takeaways:

• Mike saw a white space in the financial world and founded Red Fox Wealth
• Alternative investing opportunities and what are the advantages over traditional investments
• The problem with private equity
• Big box financial advisory firms and the difficulties they pose for the general public
• Understanding the workings of fiduciary advisory firms
• Explaining an internal rate of return (IRR)
• Why discount brokerage services are not helping anyone but themselves
• Alternative investments in real estate
• Getting paid 3x on a real estate investment deal through alternative investing
• Preferred returns: Rates and strategies
• Why investing in general office space is not a good investment at this time
• The housing shortage and multifamily 
• The impact COVID19 and the political atmosphere is having on real estate and alternative investing 
• Understanding triple net lease opportunities 
• How commercial real estate investors are repositioning due to market changes 
• How to analyze your portfolio to see where you can improve your investment strategy
• The Real Perspective: Secret Investments Your Financial Advisor Won't Tell You About
• How to balance your assets for more significant ROI
• The factors to analyze to understand the best way to diversify your portfolio 
• What you should do if you're just starting to expand your portfolio assets 

FREE Complimentary Portfolio Analysis for all INVESTTHIS Listeners

Email Mike: [email protected] 

Mike's Book

The Real Perspective: Secret Investments Your Financial Advisor Won't Tell You About

Mike's Book Recommendation

Invested (Charles Schwab)

Get in Touch with Mike

Red Fox Capital

[email protected] 

Trevor Mauch, Founder, and CEO of Carrot, is the data/research guy! His real estate market predictions for 2021 will make you think about the future of your business. But, he doesn’t stop with the predictions; he provides detailed steps on how you can thrive in the upcoming turnaround. 

Trevor cut his teeth in real estate in college and, through years of trial and error, learned how to generate leads online effectively through inbound online marketing (to the tune of 84,000+ real estate related leads and counting). Today, Carrot has generated over 1MM online leads in the last 5 years and has been high up on INC’s top 5000 list for the previous 3 years in a row. Carrot’s mission is to add humanity to business and help people regain time for the things that matter, and Trevor and his team strive every day to make that a reality for their customers.

Along with the predictions and steps to ensure your business not only succeeds but grows in 2021, we also discuss how to become an authority in the real estate investing space, which will generate more leads. And of course, you can’t get leads without marketing: Trevor outlines different inbound and outbound marketing strategies any real estate investor can use today to fill their pipeline.

This episode brings you valuable and actionable information to keep your business moving forward. 

Key Takeaways:

• Creating a business that matters to customers and fuels your passion
• The COVID19 impact on real estate investing through analyzing Google Analytic Trends 
• How to make your pipeline pop
• Why the real estate market is HOT right now
• How Trevor used COVID19 circumstances to grow his business
• How not thinking from a scarcity mindset will propel your business forward
• Analyzing the real estate market today 
• Why is there no real estate market recovery right now? Because it never blew up!
• Market predictions for 2021 for single-family homes (SFR), multifamily and commercial real estate 
• Understanding the why behind the 2021 predictions (by the numbers)
• How to prepare for the downturn of market conditions in 2021
• Predictions on iBuyer behavior next year
• Expert tips on outbound and inbound marketing
• The steps to take to set yourself up as a real estate investing authority, which converts to more deals
• How Trevor would have changed the trajectory of his business 5 years ago
• Crafting and executing a clear vision and plan for your business that other people will latch onto 
• The Entrepreneur Battle: How to avoid the shiny object syndrome that happens within 3-5 years of running a business
• How having a personal coach (or two!) can change your life and business for the better
• The Energy Audit (free from Carrot)

Trevor's Book Recommendations

The Great CEO Within: The Tactical Guide to Company Building (Matt Mochary)

The Trillion Dollar Coach (Bill Campbell)

Get in Touch with Trevor:

Carrot

Carrot Lead Generation Resources (Free!)

Facebook

Get In Touch with Trevor

Every investor is looking for capital gains tax solutions, but not many know of or have used the deferred sales trust strategy. What real estate investors do know is the 1031 exchange. However, that can only be used for real estate investment. You can use deferred sales trust (DST) for anything from real estate investments to stocks to cryptocurrency, even for an investment in a racehorse! But the benefits don't stop there, and guest Brett Swarts is here to get down to the nitty-gritty details of using a DST.

Brett is a capital gains tax deferral expert, investment real estate expert, multifamily broker, and the founder of Capital Gains Tax Solutions – a company helping people defer capital gains tax on the sale of their highly appreciated assets.

He created 'Capital Gains Tax Solutions 'to equip high net worth individuals with the deferred sales trust tool to solve capital gains tax deferral limitations. The first step to a great wealth plan is a flexible plan to get out of debt, purchase assets at optimal timing while having liquidity, and diversification all tax-deferred.

Brett breaks down the deferred sales trust tax strategy during today's episode by providing some real-world scenarios. He also shares his #1 wealth-building hack and the profitable future of using the DST strategy.

Key Takeaways

• The many restrictions of the 1031 exchange
• How high net worth individuals struggle with capital gains tax, 30-50% of their gain when they go to sell. 
• 3rd party unrelated trustee that provides a service to perfect the strategy. 
• Filling the need to help investors with their taxes.

Commercial real estate brokers either sink or swim; they either make a big check or make nothing.

• The blue ocean opportunity
• The differences between a 1031 exchange and a DST: Deferred sales trust is Netflix, 1031 exchange is Blockbuster
• The tax benefits of using a deferred sales trust strategy
• Real-world deal breakdown of using deferred sales trust tax strategy
• Why commercial real estate is not always a good investment 
• Comparing the 2008 crash to COVID19 world today by examining a deal in Athens, Georgia
• What to analyze when using a deferred sales trust
• How a tax audit defense can be built into each deal
• #1 Wealth Building Hack: How to get your deferred sales trust to work in your favor 
• Examining how cost segregation allows the deferred sales trust to work as an investment instead of an expense
• When do you pay the taxes on a DST
• The reasons a DST isn't a viable strategy for every real estate investor  
• Diversifying your portfolio with multiple syndicators using DST
• The bright future of DST

$17 - $20 trillion of wealth will transfer from baby boomers to the millennials in the next 20 years, the most massive wealth transfer in history. 

• How a commercial real estate syndicator can grow their business

Brett's Book Recommendation

The Seasons of Life (Jim Rohn)

Contact Brett:

Capital Gains Tax Solutions (for owners of highly appreciated assets) 

Expert Tax Secrets (for business professionals) + FREE eBook!

More Resources on Tax Strategies

The Power of Tax Free Growth with Stephen Nagy

Using Cost Segregation for Massive Tax Savings with Yonah Weiss

Transitioning from wholesaling to building a single-family rental portfolio has its challenges, but it's worth it! As a wholesaler, you are only as good as your last deal, which takes a lot of hustle and grind. Investing in single-family rentals, you generate passive income with less hustle and grind. And, if you throw in some creative financing deals, your portfolio will be all the more robust!

Jared Vidalis, a former engineer and currently the Founder and COO of Equity Connect, knows how to follow the market and the money. By continuous self-education, networking, and being tapped into the industry, Jared has continuously evolved his business while growing his assets, no matter the economic climate.

The rental industry is changing and evolving due to generational behaviors. Add COVID19 into the mix, and all the working trends are being readjusted. Success for real estate investors and agents depends on understanding home buyer and renter behaviors. However, keeping up with the constant change in behaviors that stem from economic changes can be daunting! This is what Jared studies, and he shares his thought process and insights on how to compete and win in today's rental market.

• From fix and flip to wholesaling (because fix and flip is no HGTV show!)
• Making every mistake in the book, but still making money
• Handling the real estate market challenges of 2020
• How to build a book of assets and strengthen your balance sheet
• Rental real estate is not really a passive investment
• The Phoenix real estate market low-down
• Subject to financing
• Creative financing tips
• Single-Family Rental (SFR) statistics today
• How to protect yourself from defaults 
• How lucrative stacking rentals can be (by the numbers)
• The 3 qualifiers for a good cash flow deal 
• Why single-family rental investing is a more attractive asset than multifamily
• Generational behaviors of today's home buyers and renters
• The benefits of building subdivisions strictly for rentals (high-density SFR), 
• Strengthening your portfolio by targeting the challenges that millennials and boomers are facing in today's real estate market 

Jared's Book Recommendation:

The Peebles Principles: Tales and Tactics from an Entrepreneur's Life of Winning Deals, Succeeding in Business, and Creating a Fortune from Scratch

Contact Jared

Instagram: @jared_vidalis

More Information on Passive Investing

Creating Passive Income with Home Equity Investing

Thriving in Today's Market Through Creative FInancing

Many people are reevaluating their businesses and their lives due to the changes brought on by the fallout of COVID19. Today’s guest, Dan Rochon, knows about rethinking and changing course for a better life. Transitioning from waiter to real estate investor, then on to helping others through coaching and writing a book about his experiences, Dan knows what it takes to take your life in a more prosperous direction.

Dan started investing as an agent over 20 years ago, which began when he was a waiter wanting to design a better life for himself. He didn’t have any money, nor could he get a loan to start a business, and that’s when a fellow waiter told him about real estate investing. He received his real estate license in 2007 and bought his brokerage firm in 2009, which he sold just two years ago. 

Dan shares quite a bit about how he had to change his mindset, reevaluate his life goals, and the hurdles he had to jump to transition from waiter to real estate agent. The next shift came when he sold his brokerage firm and wanted to take his life to the next level. He talked with his mentor, who gave him the advice to document everything he learned and then share it with others. That’s when Dan wrote Real Estate Evolution.

Key Takeaways: 

• The big transition from waiter to real estate agent
• The mental battle of transitioning from floating through life to designing a better life
• How to get through the fear of success (or failure)
• How to do less to achieve more
• Focusing on what will make your life and business better
• Real Estate Evolution
• The sales formula for success
• The evolution of real estate technology
• Continuous learning is the key to success
• Working through problems to the solutions 
• Bringing value to your customers/clients
• Dan’s growth strategy for his company
• Positioning his company so that it does not rely 100% on sales

Dan's Book Recommendations

The Millionaire Real Estate Investor

Get Dan's Free Book!

Real Estate Evolution

Are you are a passive investor, or maybe thinking of diversifying your real estate portfolio? Home equity investing is a profitable, creative investment that can gain you massive profits. 

Last year almost a billion dollars was invested into the equity of single-family homes through home equity agreements. This enables homeowners to get a cash lump sum, without accruing more debt and allows the investor to share in the home's increased value. 

To detail exactly how investors can make money with home equity investing, I've brought on Matthew Sullivan, the founder, CEO, and Quantm Real Estate Director. Matthew spent several years working alongside Richard Branson and his corporate finance team and was involved in several high profile Virgin projects. He went on to create Crowdventure, LLC, a real estate crowdfunding company, and today he is working with homeowners to unlock the equity in their homes.

Today's episode covers how investors can make massive passive income utilizing this creative approach, as well as the legalities, how to work with homeowners, and a sample deal of exactly what an investor can expect on a deal. 

• How Matthew started in home equity investing
• Understanding home equity investing as a homeowner and investor
• Explanation of the different layers of titles that the jobs act enacted and working with the SEC
• Breaking down the financials
• Sample home equity deal and what an investor can expect
• The benefits to investors when utilizing home equity investing 
• Explaining the downsides 
• Understanding the equity return
• The biggest challenges
• Capital sources have a longer-term investment horizon
• The sharing ratio explained
• How COVID19 has changed real estate investing 
• The parameters that the homeowner needs to meet to be able to participate in home equity agreements
• Homeowners are motivated, as it's not a reverse mortgage and does not eat into their existing equity
• Creating a financial mechanism that matches the investors with the asset, so everyone wins

Get in Touch with Matthew:

https://quantmre.com/

Free e-Book: Equity Freedom

Property auctions have been around for hundreds of years, but the (somewhat) new twist with online property auctions is taking off due to the circumstances that COVID19 has brought in its wake. Auctions are truly a unique selling opportunity that helps sellers and buyers alike.

In today’s real estate investment market, creativity is critical in putting together strong deals. My guest, Adam Dahlberg, has been in wholesaling and the acquisition business for 6 years. He is also a licensed agent, acquisition specialist, and a creative investor. Adam has perfected online property auctions and is here today to take you through the benefits, the processes, and the intricacies of property auctions. His main goal is to help his clients out of tough situations. 

From property swaps (no money involved!) to understanding and capitalizing on Bidding Fever, this episode covers it all! 

• Developing different property auction strategies in competitive markets
• Details on the most creative deal that Adam has done to date
• Auctioning manufactured homes and why it’s a good deal
• The advantages of having a real estate license (there are many!)
• Understanding online property auctions
• Why online property auctions are not foreclosure options
• The timeline of selling a home at auction
• How to market property auctions
• Why property auctions is a booming business right now
• Understanding the auction seller mindset 
• How to keep your real estate investor reputation spotless
• What the auction company’s cut is on a deal
• How the bidding process works for buyers and sellers
• Why 2020 is nothing like the 2008 crash
• The future of online property auctions
• Discussion of the deals I’ve done with Adam
• Breaking down the financials of property auctions
• How investors can make money running their properties through an auction

Get in Touch with Adam

https://www.auctionaz.com/

[email protected]