In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Nic DeAngelo, widely known as the "fixed income goat," to discuss his expertise in economics and real estate. They delve into the advantages of fixed income investing, highlighting its stability and flexibility in comparison to appreciation-focused strategies. Nic shares his insights on current market trends, including rising inflation, the potential for a market "soft landing," and the increasing movement from public markets toward private equity investments. He underscores the importance of staying adaptable to evolving market conditions and finding promising opportunities in real estate and private investments.

Key Highlights

- Fixed income investing provides a stable, flexible approach, distinguishing it from appreciation-based investments.

- With higher inflation and a shift in market dynamics, private equity and real estate are becoming attractive alternatives to traditional public markets.

- Navigating today’s market requires staying aware of trends like inflation and potential market soft landings to make strategic investment choices.

- Private real estate investments offer distinct advantages and opportunities for returns, often surpassing those found in public stocks.

Nic DeAngelo's insights reveal the value of fixed income investing in uncertain times and the benefits of private equity and real estate as stable alternatives to public markets. His approach emphasizes the need for flexibility and awareness in response to changing market conditions. This episode provides valuable strategies for investors looking to adapt their approach, embrace private investments, and capitalize on emerging opportunities within the current economic landscape.

Get in touch with Nic:

https://linktr.ee/NicDeAngelo

https://saintinvestment.com/

If you want to know more about Dr. Jason Balara and the Know your Why Podcast:

⁠⁠https://linktr.ee/jasonbalara⁠⁠  

Audio Track:

Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠

Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara speaks with Rebekah Taylor, a third-generation real estate professional who shares her path to achieving time freedom through real estate. Growing up in a lower-income family, Rebekah was inspired by her father’s success in the industry, which led her to pursue a career in real estate herself. She began her journey with house hacking and later moved into passive investing, focusing on income-generating assets like multifamily properties and assisted living facilities. Rebekah's motivation centers on creating time freedom that allows her to be present with her family, travel, and give back to her community. She encourages those interested in real estate to take that first step, even if it feels uncertain, and to seek connections within the industry.

Key Highlights:

- Real estate offers a path to both financial and time freedom, making it a compelling option for those seeking more control over their lives.

- House hacking can serve as an accessible entry point into real estate investing, providing experience with lower financial barriers.

- Success in assisted living investments relies on finding the right operator, ensuring quality management and returns.

- Networking and connecting with industry professionals is essential for learning, growth, and finding opportunities.

- Rebekah advises aspiring investors to get started in real estate, even without complete readiness, as taking action is the key to progress.

Rebekah Taylor’s story illustrates the potential for real estate to create not just financial independence, but the time freedom to prioritize family and community. Her insights offer valuable guidance for newcomers in the industry, from house hacking to passive investing in multifamily and assisted living assets. With a strong focus on networking and taking that first step, Rebekah’s experience encourages aspiring investors to pursue their goals and build a life of freedom and fulfillment.

Get in touch with Rebekah:

https://tayloredinvestments.co/

https://www.instagram.com/taylored_investments/

https://www.facebook.com/profile.php?id=100063772878587

https://www.linkedin.com/in/rebekah-taylor1986/

If you want to know more about Dr. Jason Balara and the Know your Why Podcast:

⁠⁠https://linktr.ee/jasonbalara⁠⁠  

Audio Track:

Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠

Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, hosted by Dr. Jason Balara, Vanessa Alfaro, founder of Venus Capital, delves into her real estate investment firm’s strategies and the evolving role of AI in the real estate industry. Vanessa discusses how Venus Capital focuses on acquiring large multifamily properties, leveraging AI for strategic innovation to boost productivity and save time. She highlights the importance of using AI to generate measurable results, improve processes, and create efficiencies. Vanessa also emphasizes transparency and trust in the integration of AI, sharing tips on how to get the most out of AI, such as being specific in prompts and treating AI like a human conversation.

Key Highlights:

- Vanessa Alfaro integrates AI in her real estate investment firm to drive measurable results and streamline processes for acquiring large multifamily properties.

- Transparency and trust are crucial when implementing AI in the real estate industry. Vanessa shares practical advice on using AI effectively, including the importance of clear prompts and treating AI as a conversational partner.

- Managing family life and entrepreneurship requires flexibility and emotional intelligence. Vanessa manages her household like a business, scheduling family time to maintain work-life balance.

- Achieving work-life balance is possible over time, not necessarily on a daily basis. Vanessa highlights the importance of prioritizing both professional and personal responsibilities.

In this episode, Vanessa Alfaro demonstrates how strategic innovation through AI and thoughtful time management can create success in both real estate and family life. Her approach to leveraging AI, coupled with her focus on emotional intelligence and work-life balance, offers valuable insights for entrepreneurs navigating the complexities of modern business.

Get in touch with Vanessa:

Website: https://www.venuspartners.com/

Instagram: https://www.instagram.com/vanessavenuscapital/

Facebook: https://www.facebook.com/VanessaAlfaroCapital/?paipv=0&eav=AfbjTCJ1Si4YNA-Os2lIh5g_VTumG20BafdKRF_Rk_LOpvZQkEITaeqe_Fx7N8dEU-U&_rdr

LinkedIn: https://www.linkedin.com/in/vanessagalfaro/

If you want to know more about Dr. Jason Balara and the Know your Why Podcast:

⁠⁠https://linktr.ee/jasonbalara⁠⁠  

Audio Track:

Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠

Artist:⁠⁠ http://audionautix.com/

In this insightful episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Rob Ferguson, a seasoned CEO and family business advisor, to explore the unique dynamics and challenges faced by family businesses. Drawing on his extensive experience, Rob shares how blending family relationships with business operations can often lead to conflicts such as shareholder disagreements, poor business performance, and a lack of governance. He emphasizes the need for structured processes to manage these challenges and highlights the importance of early succession planning to ensure a seamless transition for the next generation.

Rob discusses the concept of defining prosperity in family businesses, extending beyond just financial success to include the health and continuity of the family unit. He also introduces the idea of a family constitution, a set of governing rules that can help manage expectations, responsibilities, and decision-making processes within the business, ensuring long-term sustainability. Rob’s mission is to reverse the trend of family businesses declining in longevity and to help as many family enterprises as possible navigate these complexities.

Key Highlights:

- Unique Family Business Challenges: Family businesses face distinct challenges due to the intersection of family relationships and business operations. Shareholder disagreements, governance issues, and poor performance are common.

- Early Succession Planning: Rob stresses the importance of starting succession planning early, which provides more flexibility and opportunity for the next generation to succeed.

- Prosperity Beyond Finances: True prosperity in a family business isn’t just about financial metrics—it’s also about family harmony and continuity.

- Family Constitution: Establishing a family constitution can set clear rules and expectations, helping to guide the business through generational transitions and governance issues.

- Rob’s Mission: Rob is passionate about reversing the declining lifespan of family businesses, working to help more families achieve long-term success.

This episode is a must-listen for anyone involved in a family business, whether as an owner, manager, or advisor. Rob Ferguson's expertise offers valuable insights into the challenges of blending family and business, and his practical advice on succession planning, governance, and creating a family constitution can be transformative for any family enterprise. Tune in to hear how Rob is helping family businesses achieve lasting prosperity, and learn actionable strategies to apply to your own family business journey. 

Get in touch with Rob:

Website: https://ferguson-alliance.com/rob-ferguson/

LinkedIn: https://www.linkedin.com/in/robertaferguson/

If you want to know more about Dr. Jason Balara and the Know your Why Podcast:

⁠⁠https://linktr.ee/jasonbalara⁠⁠  

Audio Track:

Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠

Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with Ken Gee, founder of KRI Partners, to explore his journey into real estate and the strategies that have fueled his success. Ken shares how he began by investing in small multifamily properties in Cleveland, focusing on properties that could be operated like a business. His introduction to value-add investing came when he upgraded a property and significantly increased rents, demonstrating the power of this approach.

Key Highlights:

- Start Small, Think Big: Begin with small multifamily properties that can be operated like a business, focusing on efficiency and growth.

- Value-Add Investing: Value-add strategies are essential for increasing cash flow and property value by making strategic improvements.

- Debt Management: Manage debt carefully, avoid over-leveraging, and maintain discipline through various market cycles.

- Self-Management vs. Third-Party Management: Self-managing properties can lead to better control and results, but it requires hands-on involvement. Third-party management comes with its own set of challenges.

- Vertical Integration: Having a vertically integrated operation allows for direct communication with on-site staff, providing a clearer view of property performance and better problem-solving.

- Neighborhood Insights: A deep understanding of the neighborhoods where properties are located is crucial for making informed decisions and ensuring long-term success.

- Ken's Why: Ken’s 'why' has evolved from prioritizing family to a broader goal of helping others succeed in real estate, offering both passive and active investment opportunities through KRI Partners.

This episode provides a wealth of knowledge for anyone interested in real estate investing, especially those looking to learn more about value-add strategies, debt management, and the benefits of vertical integration. Ken Gee's extensive experience and his dedication to helping others make this a must-listen for both aspiring and seasoned real estate investors. Tune in to learn actionable insights and discover how to get involved in real estate through both passive and active opportunities.

Get in touch with Ken:

LinkedIn:  https://www.linkedin.com/in/geekennetha/

Facebook: https://www.facebook.com/people/Ken-Gee-KRI/100086519510719/

YouTube: https://www.youtube.com/@KenGee_KRI

Instagram: https://www.instagram.com/kengee_KRI/

Twitter: https://twitter.com/i/flow/login?redirect_after_login=%2Fkengee_kri

TikTok: https://www.tiktok.com/@ken_gee_kri?lang=en

If you want to know more about Dr. Jason Balara and the Know your Why Podcast:

⁠⁠https://linktr.ee/jasonbalara⁠⁠  

Audio Track:

Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠

Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara interviews Scott Choppin, CEO and founder of the Urban Pacific Group of Companies. Scott shares his journey as a seasoned real estate developer and the unique challenges of operating in California’s demanding market. Drawing from his family background and deep industry experience, Scott discusses how these elements have shaped his career and success in real estate development.

Key Highlights:

- Family Background and Experience: Growing up in a real estate development family gave Scott a strong foundation and deep insight into the industry.

- The Developer’s Role: Developers are orchestrators who bring together architects, financiers, and other professionals to navigate the complexities of building projects.

- Investing in California: While the California market presents challenges, it also offers unique advantages for seasoned developers willing to tackle its complexities.

- Urban Townhouse (UTH) Model: UTH is a built-to-rent housing product designed to provide affordable, multi-bedroom rental units for middle-income, multi-generational families.

- Addressing the Housing Crisis: The UTH model offers a scalable, innovative solution to California’s housing crisis by focusing on middle-income working-class families.

- Serving the Forgotten Middle: Scott’s mission is to create housing solutions for the underserved middle-income population, often overlooked in today’s market.

This episode provides listeners with a deep dive into real estate development in one of the toughest markets in the U.S. Scott Choppin’s insights into the developer’s role, the challenges of California’s housing crisis, and his innovative Urban Townhouse model offer a fresh perspective on how to tackle housing shortages. If you’re interested in real estate development, affordable housing solutions, or investing in challenging markets, this episode is a must-listen. Innovative solutions and the availability of capital are crucial in addressing the housing shortage.

Get in touch with Scott:

Email: [email protected]

https://urbanpacific.com/

https://www.instagram.com/scottchoppin/?hl=en

https://x.com/ScottChoppin

https://www.linkedin.com/in/scottchoppin/

If you want to know more about Dr. Jason Balara and the Know your Why Podcast:

In this episode of the Know Your Why Podcast, Dr. Jason Balara interviews Matthew Weber, Chief Revenue Officer of Alpha Funding, who shares his remarkable journey from a personal trainer to a leader in the real estate finance world. Matthew delves into the challenges and opportunities in the real estate lending industry, particularly the effects of market shifts and fluctuating interest rates on investment strategies.

Key Highlights:

- Building Relationships: Success in real estate finance relies on developing strong connections and delivering consistent value to clients.

- Navigating Market Shifts and Interest Rates: Understanding the impact of market changes and fluctuating interest rates is essential for thriving in the lending industry.

- Leveraging Credit Cards in Real Estate: Leveraging credit cards to invest in real estate with no upfront cash can be a viable strategy but demands careful risk management to be effective.

- Mentorship and Advisors: Surrounding yourself with experienced mentors and advisors is critical for making well-informed, responsible investment decisions.

- Matthew's Why: His mission is to help as many people as possible by providing opportunities, guidance, and long-lasting impact through his real estate finance expertise.

This episode offers valuable insights for those in the real estate finance world or anyone looking to navigate market shifts, leverage creative financing, and build meaningful relationships. Matthew Weber’s story highlights how adaptability, responsible investing, and having a strong support system can lead to success in real estate finance. Tune in to learn how you can apply these strategies and make an impact in your real estate investing journey.

Get in touch with Matthew:

www.dealswithnomoney.com

https://www.instagram.com/trainerweber/

https://www.facebook.com/trainer.weber/  

https://www.linkedin.com/in/matthew-weber-32164859/ 

If you want to know more about Dr. Jason Balara and the Know your Why Podcast:

⁠⁠https://linktr.ee/jasonbalara⁠⁠

Audio Track:

Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠

Artist:⁠⁠ http://audionautix.com/

In this insightful episode of the Know Your Why Podcast, host Dr. Jason Balara sits down with Dave Foster, a qualified intermediary and seasoned expert in real estate investing, to explore the powerful wealth-building tool known as the 1031 exchange. Dave shares his personal journey in real estate investing and emphasizes the importance of knowing your 'why' - the deeper purpose behind your investment decisions. This clarity can shape the direction of your investment strategy and long-term financial goals. Dave shares valuable tips for those just starting their real estate journey, stressing the importance of patience, planning, and taking a long-term approach to wealth accumulation.

Key Highlights:

- Real Estate Investing & 1031 Exchange: A 1031 exchange allows investors to defer capital gains taxes when selling and buying investment properties, making it an essential tool for tax-efficient wealth building.

- Qualified Intermediary: Dave Foster, as a qualified intermediary, plays a vital role in ensuring the legal and tax compliance of a 1031 exchange.

- Tax Deferral & Wealth Building: Investors can defer taxes and reinvest in higher-value properties, allowing them to grow their portfolios more rapidly.

- Timeframes & Rules: Success in a 1031 exchange hinges on adhering to strict deadlines, such as identifying a replacement property within 45 days and completing the transaction within 180 days.

- Syndications & 1031 Exchange: The 1031 exchange can be applied to real estate syndications, but it requires careful planning and coordination with all parties involved.

- Long-Term Investment Strategy: Patience, a clear 'why,' and a long-term mindset are critical to maximizing the potential of real estate investments and tax strategies.

If you're interested in building wealth through real estate investing, this episode offers invaluable insights into how a 1031 exchange can help you defer taxes and grow your portfolio. Dave Foster’s expertise makes complex concepts easy to understand, and his practical advice on real estate syndications and investment strategies will leave you equipped to take the next step in your investing journey. 

Get in touch with Dave:

YouTube: https://www.youtube.com/c/The1031Investor

Facebook: https://www.facebook.com/DaveFoster1031

If you want to know more about Dr. Jason Balara and the Know your Why Podcast:

⁠⁠

https://linktr.ee/jasonbalara⁠⁠  

Audio Track:

Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠

Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why podcast, Dr. Jason Balara sits down with Andrew Postell, a real estate investor who shares his inspiring journey from humble beginnings to achieving financial independence through real estate investing. Influenced by his uncle, Andrew began with house hacking and the BRRRR method to build his portfolio. He discusses the challenges he faced, including a lack of resources and guidance, but his persistence and passion for learning helped him grow steadily in the real estate industry.

Key Highlights:

- Real Estate Investing & Financial Independence: Real estate investing requires a long-term mindset, and leveraging properties can lead to financial independence over time.

- Buy-and-Hold & BRRRR Method: Andrew’s success stems from the buy-and-hold strategy and using the BRRRR method (Buy, Rehab, Rent, Refinance, Repeat) to build a solid portfolio.

- House Hacking: He started small with house hacking and continued leveraging this strategy to gain better-performing assets.

- Taking Action: Real estate investing is all about action—get started, trust your instincts, and continue learning through the process.

- Community & Networking: Andrew emphasizes the importance of building relationships, joining real estate groups, and attending meetups to learn from experienced investors and grow your network.

- Pre-Qualification & Financial Aspects: Understanding the financial aspects of real estate investing is key. Getting pre-qualified with a lender is an essential first step to ensure you are financially prepared.

If you’re looking for practical advice and inspiration to jumpstart your real estate investing journey, this episode is packed with valuable insights from Andrew Postell’s personal experiences. Whether you’re exploring strategies like house hacking, the BRRRR method, or simply looking to learn more about building a strong community in real estate, Andrew’s story offers actionable steps to guide you. Tune in to learn how Andrew’s approach can help shape your path in real estate and connect with others on the same journey.

Get in touch with Andrew:

https://www.youtube.com/channel/UC5SP0jcoyD35Rwx_pg9b5WQ

https://www.rate.com/loan-officers/andrew-postell-392627

https://www.tiktok.com/@drewp4vp

https://www.instagram.com/drewp4vp/

https://www.facebook.com/andrew.postell

https://www.linkedin.com/in/andrewpostell/

If you want to know more about Dr. Jason Balara and the Know your Why Podcast:

⁠⁠https://linktr.ee/jasonbalara⁠⁠  

Audio Track:

Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠

Artist:⁠⁠ http://audionautix.com/

In this episode of the Know Your Why Podcast, Dr. Jason Balara welcomes real estate investor Randal McLeaird, who shares his transformative journey in the real estate industry. Randal’s path began during his college years, driven by a desire to own a home. His extensive experience across mortgages, title transactions, and property acquisitions laid the groundwork for what would become a robust real estate portfolio.

Key Highlights:

- Real Estate Journey: Randal’s journey in real estate started with his first home purchase in college, evolving into a successful career in both residential and commercial real estate.

- Experience & Calculated Risks: His experience across mortgages and title transactions provided a strong foundation, while calculated risks and a focus on cash flow helped him build a stable and scalable portfolio.

- 2020 Shift in Priorities: The year 2020 marked a turning point, where Randal shifted toward larger commercial real estate transactions and syndications, aligning his business with his desired lifestyle.

- Focus on Family & Financial Education: Randal emphasizes the importance of financial education, not just for himself, but for his children, to create generational wealth.

- Passive & Active Income: Combining passive and active income is crucial for financial success, offering stability and growth opportunities.

- Long-Term Mindset: Randal’s approach to real estate investment is rooted in having a long-term mindset, which is essential for wealth creation and financial freedom.

- Lifestyle Design & Knowing Your 'Why': A fulfilling life is built on lifestyle design and aligning your actions with your values. Randal encourages listeners to know their ‘why’ and use it as a guide in both business and personal life.

- Real Estate Investment Opportunities: Randal shares insights into real estate investment strategies and offers listeners the opportunity to connect and explore potential investment opportunities.

This episode is packed with actionable insights for anyone interested in real estate investment, from those just starting their journey to seasoned investors. Randal McLeaird's experience, from single-family homes to commercial real estate syndications, showcases the importance of calculated risks, cash flow focus, and long-term planning. Whether you’re looking to deepen your financial education, or explore new asset classes, this episode offers valuable lessons and opportunities for growth.

Get in touch with Randal:

⁠https://www.agentsbuildingcashflow.com⁠

If you want to know more about Dr. Jason Balara and the Know your Why Podcast:

⁠⁠https://linktr.ee/jasonbalara⁠⁠  

Audio Track:

Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠
Artist:⁠⁠ http://audionautix.com/⁠⁠