Lockbox

Lockbox

By Jeffrey BroggerBusinessEntrepreneurshipTechnologyMarketing
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Lockbox episodes

  • Ep 094: Business and investment opportunities in Residential Assisted Living Communities
    Emmanuel Guarino, Assisted Living Academy
    Episode 094 Business and investment opportunities in Residential Assisted Living Communities with Emmanuel Guarino, Assisted Living Academy
    -The Lockbox Podcast with Jeffrey Brogger 
    This episode looks at the business and investment opportunities in Residential Assisted Living Communities. Emmanuel Guarino is an expert in the industry and shares his knowledge through his Residential Assisted Living Academy, based in Phoenix, Arizona. 
    The face of senior housing is changing, especially with the demands for finding proper living facilities for the growing market. There are excellent opportunities available, but it’s essential to understand how the market and business model works to be successful.
    Emmanuel shares his insights on this growing niche market, including:
    Learning the business through The Residential Assisted Living Academy.
    How to find off-market deals and going right to the seller to get the best deal.
    The type of people who operate assisted living facilities.
    The importance of understanding this business model.
    How to value the assisted living business and the multiplier on revenue.
    Enjoy the show!
    Connect with Emmanuel:
    Website: https://residentialassistedlivingacademy.com
    Website: https://www.reobp.com/
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    36 min
  • Ep 093: The Plug and Play Ability of MoxiWorks
    Bret Calltharp
    Episode 093 The plug and play ability of MoxiWorks with Bret Calltharp
    -The Lockbox Podcast with Jeffrey Brogger 
    Bret Calltharp, Director of Agent Engagement, MoxiWorks, loves talking shop and sharing his insights from being in the industry for over 20 years. Previous to MoxiWorks, Bret was the Director of Consulting/Talent Attraction at Better Homes and Gardens Real Estate Corporate, Realogy and Director of Industry Outreach at Zillow Group. 
    Bret is a frequent industry conference speaker, and Inman News honored him by being selected as an Inman Ambassador for “Real Estate Connect New York” 2015, 2016 and 2017 as well as “Real Estate Connect San Francisco” 2015 and 2016. Bret has again been recognized as an Inman Ambassador for 2021. 
    In our conversation, Bret shares the six primary products of the Moxie technology, a cloud based, open-source platform. Bret also shares a ton of insights from his previous work experiences and the industry.
    Highlights include:  
    Why the platform is easy to use.
    98 percent customer satisfaction rating for those going through the support service.
    High customer retention rates and repeat business.
    The plug and play ability of MoxiWorks to complement the tech a company is currently using. 
    The importance of Sphere of Influence Marketing (SOI) and adding value after the sale.
    Future industry trends.
    Insights from working at Zillow.
    Enjoy the show!
    Connect with Bret:
    Website: https://moxiworks.com/about-moxi
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    42 min
  • Ep 092: Helping Americans Reach the Dream of Home Ownership
    Nik Shah
    Episode 092 Helping Americans reach the dream of home ownership with Nik Shah
    -The Lockbox Podcast with Jeffrey Brogger 
    The American dream is to own a home and start on the road to real estate wealth. Yet many Americans have the income to afford a home, but they don’t have the savings to buy the home with a down payment.
    Nik Shah is on a mission to help Americans make that down payment with financial assistance. Nik is the Founder and CEO of Home LLC and is working to solve the housing affordability crisis. Previously, Nik was a corporate venture capitalist, a management consultant, and an options trader. He earned his masters from Carnegie Mellon University. 
    In our conversation, Nik shares his brilliant insights into the real estate market and his passion for helping people learn how to enter the real estate industry to build wealth.
    How the lending program works.
    Working with brokers and loan originators.
    The advantages and necessity of having a 20 percent down payment for a home.
    How the program works for commercial investments.
    Selling an “overnight success” startup while in college.
    Solving pain points and preparing for lone-term business models.
    Personal life hacks-working out, meditation, and self-compassion.
    Enjoy the show!
    Connect with Nik:
    Website: https://www.home.llc
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    45 min
  • Ep 091: Tried and True Marketing Lessons for a Niche Market
    Paige Schulte
    Episode 091 Tried and true marketing lessons for a niche market with Paige Schulte
    -The Lockbox Podcast with Jeffrey Brogger 
    Paige Schutle is an entrepreneur who puts the principles of good marketing into any business she has been a part of. After five years in real estate and entering a market with no contacts, Paige has grown her business to nearly 100 transactions in the past year and $85 million in production. She serves the community of Gig Harbor in Washington, outside of Seattle. 
    Paige has worked on the basics of marketing, including Facebook, copywriting, newsletters, video, and Instagram, to meet her goals.
    In our conversation, Paige shares how she reaches her market and why she serves a specific niche audience. Highlights include: 
    Knowing as an entrepreneur, it’s important to invest in yourself and your business.
    Changing the focus to only market to buyer listings.
    Building out her team.
    How community-based marketing works.
    Being authentic and consistent.
    The habit of being one percent better every day.
    Enjoy the show!
    Connect with Paige:
    Website: https://www.askpaigeschulte.com/
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    38 min
  • Ep 090: Instantly transform 1 out of 3 transactions into another closing! with Anna Kilinski
    Anna Kilinski
    Episode 090 Instantly transform 1 out of 3 transactions into another closing! with Anna Kilinski
    -The Lockbox Podcast with Jeffrey Brogger 
    Anna Kilinski, Chief Executive Officer of The Anna K Intown Real Estate, never sold a property that she purchased. She’s in the wealth building stage. It’s a totally different story with her firm where she closed about 200 units last year, and about 33 percent of all transactions turn into new referrals.
    Anna’s company represents over $500 million in residential home sales in the Atlanta Metro area and she is in the Top 10 Atlanta Board of Realtors. Anna is also Bravo TV’s Realtor Expert on “Buying it Blind” - A Home Buying and Renovation Series. 
    Anna has over 13 years of experience in demonstrating results across fluctuating markets for sellers, buyers, builders, and investors.
    This episode is filled with content on how Anna worked her way up in the business and the strategies she uses for team building and referrals. Her insights include: 
    Learning the lesson of team building and having to let go of team members.
    The process of lead generation to become a scalable business.
    How the referral system works.
    The importance of the touch to conversion ratio.
    Having events, including a VIP client appreciation party.
    The promise script according to Mike Hicks of the Keller Williams network.
    Enjoy the show!
    Connect with Anna:
    Website: http://www.annakintown.com/
    LinkedIn: https://www.linkedin.com/in/annakilinski/
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    58 min
  • Ep 089: Conversational A.I. for 99% of people think is a human! with Nate Joens
    Nate Joens
    Episode 089 Conversational A.I. for 99% of people think is a human! with Nate Joens
    -The Lockbox Podcast with Jeffrey Brogger 
    When attending Iowa State University, Nate Joens, Co-Founder of Structurely, had a desire to work in real estate. Instead, he ended up serving the industry by solving one of their problems and developed an Artificial Intelligence technology that services businesses by personalizing conversations with potential company clients via text messaging.
    Nate has experience in Geographic Information Services (GIS), real estate, financing, urban planning, project management, and graphic design. His experiences help him understand every aspect of scaling a startup, from product marketing to product management.
    Nate has been the featured speaker at multiple Inman News Connect conference events, including presentations at Hacker Connect and Agent Connect, with audiences ranging from real estate professionals to professional developers.
    Without getting into the weeds of tech, Nate explains how the software works and shares insights on:
    The story behind the Silicon Prairie startup.
    Finding the solution to a real estate industry problem.
    The myths behind conversational AI.
    The human edits in AI, and why it captures people’s attention.
    The concept behind Structurely AI and using a Starbucks order as an example.
    Enjoy the show!
    Connect with Nate:
    Website: https://www.structurely.com/
    LinkedIn: https://www.linkedin.com/in/nathanjoens/
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    42 min
  • Ep 088: Real Estate Capital Advisors with a 40 Plus Year History
    Gary Tenzer
    Episode 088 Real Estate Capital Advisors with a 40 plus year history with Gary Tenzer
    -The Lockbox Podcast with Jeffrey Brogger 
    Founded in Los Angeles, in 1992, George Smith Partners, Inc., GSP, is a national provider of capital market services to the commercial real estate industry.
    Principal and Co-founder, Gary Tenzer, explains how the company does commercial real estate financing for clients that are developers or investors throughout the country. Financings ranged from a couple of million dollars to the multiple hundreds of millions of dollars, including single tenant transactions to multiple multi-tenant transactions, residential track construction, and high-rise construction.
    The company is close to completing about $4.5-billion dollars in financing this year in a variety of capital structures.
    Gary has a BA from UC Berkeley in Economics, an MBA in Finance from USC, an MSBA in Real Estate Finance from USC and has held a California Real Estate Brokerage license for over 40 years.
    Highlights from our conversation include:
    The story and process behind the advisory function of GSP.
    An example of a client closing a loan on a shopping center.
    Taking client expectations and relating them to the reality of the market.
    Working with different clientele from professional real estate investors to entrepreneurs.
    Tools to set daily priorities and planning.
    Technology tools for the future.
    Sharing data information and setting a roadmap for further development. 
    Sign up for the weekly FINfacts newsletter on the GS Partners website listed below.
    Enjoy the show!
    Connect with Gary:
    Website: https://www.gspartners.com/
    LinkedIn: https://www.linkedin.com/in/kirk-pugh-88906214/
    Connect with Jeff: 
    https://steezy.digital/ 
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/ 
    Twitter: https://twitter.com/jeffbrogger 
     
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework 
     
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today! 
     
    https://steezy.digital/ultimate-real-estate-goal-setting-framework 
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    40 min
  • Ep 087: Top-Grading to Go From 150 to 300 Transactions Per Year
    Kirk Pugh
    Episode 087 Top-Grading to go from 150 to 300 transactions per year with Kirk Pugh
    -The Lockbox Podcast with Jeffrey Brogger 
    After a successful career in the hospitality industry, Kirk Pugh changed careers and started investing in real estate. He saw the opportunities to add to his portfolio if he became a broker. Kirk survived the market downturn around 2009, learned difficult lessons and today is a principal in the KBT Realty Group, a division of Keller Williams, in Wilmington, North Carolina. It’s one of the top companies in the nation growing over 44 percent in the last year, closing under $90-million.
    In this episode, Kirk shares his real estate story and the details of how he refers to his 12-year career as having a six-year team building experience.
    Highlights of our conversation include:
    Top-grading to go from 150 to 300 transactions per year.
    Getting lesser producing agents into better production.
    Getting top producing agents to focus to be intentional about price points.
    The importance of communication, being timely and client follow-up.
    The structure for lead generation and referrals.
    The yearly off-site meeting to discuss the firm’s strengths and weaknesses.
    Enjoy the show!
    Connect with Kirk Pugh:
    Website: https://kirk.findhomesinwilmingtonnc.com/
    LinkedIn: https://www.linkedin.com/in/kirk-pugh-88906214/
    Connect with Jeff: 
    https://steezy.digital/ 
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/ 
    Twitter: https://twitter.com/jeffbrogger 
     
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework 
     
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today! 
     
    https://steezy.digital/ultimate-real-estate-goal-setting-framework 
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    50 min
  • Ep 086: Commercial Real Estate Crowdfunding Makes Syndication more Accessible
    AdaPia d’Errico 
     
    Episode 086 Commercial real estate crowdfunding makes syndication more accessible with AdaPia d’Errico 
     
    -The Lockbox Podcast with Jeffrey Brogger  
    AdaPia d’Errico, Vice-president of Strategy at Alphia Investing, oversees the company’s growth strategy with an emphasis on investor growth and relations. 
    Alphia Investing started in 2014 and has facilitated over $100-million in 52 transactions with a total asset value of about $1.8 billion. The investments cover over 20 states and seven different asset classes. The company focus is on multifamily on senior housing and the single-family rental. They have also covered self-storage, office, and student housing. 
    AdaPia holds a B.B.A from the University of British Columbia and a B.A in International Business Economics from Hogeschool Zeeland, The Netherlands. 
    In our conversation, AdaPia explains how Alphia works in commercial real estate crowdfunding to make syndication more accessible.  
    We discuss: 
    The differences in syndication, crowdfunding and Alphia investing. 
    Collectively, a $20-million check may include multiple investors of $50, 100, or $200-thousand. 
    The definition of sponsors-executing consistently and being experienced. 
    Being hands-on with investors. 
    The need for workforce housing and addressing the housing shortage. 
    Success secrets include being consistent and having self-acceptance. 
    The economies of scale. 
    Mindfulness in the workplace. 
    Enjoy the show! 
    Connect with AdaPia: 
     
    Website: https://www.alphai.com/alpha_block/leadership-block/attachment/adapia-derrico-alpha-investing-2/ 
    Connect with Jeff: 
    https://steezy.digital/ 
    Facebook: https://www.facebook.com/jeffrey.brogger  
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/ 
    Twitter: https://twitter.com/jeffbrogger 
     
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework 
     
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today! 
     
    https://steezy.digital/ultimate-real-estate-goal-setting-framework 
     
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    41 min
  • Ep 085: Finally! Non-QM Loans for Self-Employed Entrepreneurs
    Tabitha Mazzara
    Episode 085 Finally! Non-QM Loans for Self-Employed Entrepreneurs with Tabitha Mazzara, MBANC
    -The Lockbox Podcast with Jeffrey Brogger 
    Tabitha Mazzara serves as Director of Operation at MBANC in California. Tabitha and her team have a unique approach and perspective to serving high-net-worth borrowers that other mortgage companies won’t take a risk on or see that market as being too complicated.
    Tabitha facilitates between $70 and $80-million a month in mortgage assets, specializing in portfolio and Non-QM lending.
    A self-described “mortgage brat,” Tabitha has achieved 35 years of success in the field because of her diverse skill set. She has worked in multiple aspects of mortgage lending, including software consulting, sales, underwriting, operations, credit analysis and loan origination.
    Highlights of our conversation include:
    Scaling slowly without compromising service levels.
    Serving the self-employed entrepreneur, an underserved marketplace.
    Non-QM clients are all unique, so they can’t go through an automated underwriting system.
    The pioneering history of Tabitha’s mom.
    Tabitha’s team and office slogan-The happiest place in mortgage.
    Trends for the future and preparing technologically.
    Focusing on consumer behavior and a client’s individual purpose.
    Enjoy the show!
    Connect with Tabitha:
    Facebook: https://www.facebook.com/gombanc/
    LinkedIn: https://www.linkedin.com/in/tabitha-mazzara-907822a6/
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    53 min

About Lockbox

From the publisher's feed

The Lockbox Podcast with Jeffrey Brogger introduces listeners to the founder of STEEZY.Digital and how to empower real estate professionals with technology. Jeffrey has coached many clients on growing…