Passive Wealth Principles

Private equity investors and world travelers, Jake’s guests on today’s episode have an amazing story and many interesting things to share with you.

Adam Jason and Cole Shephard are partners at The Legacy Group, an alternative asset manager focused on Latin America investing with a social and environmental impact.

In today's episode of the Catching Knives podcast, you will find out a little bit about Adam Jason & Cole Shepard’s background, how they met and what they do today.

You will discover how they created Legacy Group and what the company is doing today.

They will talk about the explosion in investment capital in Latin America and the great opportunities they found in Columbia.

They will share interesting facts about the market trends in Latin America and some predictions for future opportunities. 

You will also find out how NFTs work and why they are going to remake the entire business world.

Listen now and enjoy!

What You’ll Learn in this Show: 

• A little bit about Adam Jason & Cole Shepard’s background, how they met and what they do today
• How Adam and Cole created Legacy Group and what is the company doing 
• The great opportunities Adam and Cole found in Latin America 
• Market trends in Latin America today and some predictions for future opportunities 
• Why Latin America is the freest part of the planet at this moment
• How NFTs work and why they are going to remake the entire business world
• And so much more...

Resources:

@legacy-group.co 

Legacy Group Website

Adam’s Linkedin

Cole’s Linkedin

[email protected] 

[email protected] 

In this new “What I Learned...” episode of The Catching Knives Podcast, Jake Harris discusses his enlightening interview with Jesse Burrell and shares his most memorable takeaways.  

You will find out what were the challenges Jesse faced when getting into house flipping.

You will discover how Jesse became successful in real estate and how skip tracing became his favourite marketing strategy.

You will learn how Jesse created Batch Leads and why his company is so important in the real estate world.

You will also find out what are the systems Jesse is implementing that may lead his company to a billion-dollar valuation

Listen now and enjoy!

What You’ll Learn in this Show: 

• The challenges Jesse faced when getting into house flipping
• How Jesse became successful in real estate and how skip tracing became his favorite marketing strategy
• How Jesse created Batch Leads and why his company is so important
• The systems Jesse is implementing that may lead his company to a billion-dollar valuation
• And so much more...

Over the past few years, the real estate investment industry has become extremely competitive and investors must use every tool at their disposal to differentiate themselves from the rest.

For Jesse Burrell, Co-Founder and Owner at BatchLeads, this meant using data to pinpoint homeowners and target them effectively. 

Also called the "REI Data King", Jesse is known for opening up new opportunities for real estate investors. Using big data and his skip tracing toolkit, he was able to speed up a process that used to take days or even weeks, giving real estate investors effective tools to find and close deals. 

On today's episode of the Catching Knives podcast, Jesse drops a tremendous amount of nuggets, knowledge bombs, and useful tips.

You will find out how Jesse built a tech SaaS company from scratch and grew revenue to 60 million in three years.

Jesse will also talk about some of his failures and the lessons he learned from these experiences.

He will explain what the difference between customer experience and customer service is, and which one is better.

Jesse will share his opinion on crypto, the stock market, and NFTs, and he will also talk about his plans for implementing a billion-dollar valuation for his company.

Listen now and enjoy!

What You’ll Learn in this Show: 

• How Jesse built a tech SaaS company from scratch and grew revenue to 60 million in three years
• Jesse’s opinion on crypto, the stock market, and NFTs
• Some of Jesse’s failures and the lessons he learned from these experiences
• Customer's experience vs. customer service
• Jesse's plans for implementing a billion-dollar valuation for his company
• And so much more...

Resources:

Jake’s Instagram

Jakes’s Linkedin

Batchleads.io

Book: “The Five Dysfunctions of a Team: A Leadership Fable”

Book: “Measure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRs”

In this new “What I Learned...” episode of  The Passive Wealth Principles podcast, Jake Harris will break down his conversation with Matt King, the Chief Operating Officer/Chief of Staff for David Osborn, one of the largest real estate owners in the country. 

With his unique skillset, Matt is basically the man behind most of David's operations, and the person who helped him significantly grow his net worth. That is why his name is actually used as a gold standard for what he does, every visionary dreams to have their own Matt King. 

In this episode, Jake will summarise Matt's information and the insights he has gained from the conversation.

You will find out a little bit about Matt’s journey to success, how he met David Osborn,  what was his first impression of him, and how he started working for him.

You will also learn more about what Matt does to help David be the best version of himself and how he helped him grow his net worth.

Jake will also talk about how creating action opens up more possibilities, and will share a few action items that Matt and his wife created that led them to success.

You will also find out what a vision board is and how it worked for Matt in achieving all of his goals.

Jake will also talk about how having a “servant mentality” can actually help you win in this next version of the world.

Listen now and enjoy!

What You’ll Learn in this Show: 

• A little bit about Matt’s journey to success and how he met David Osborn 
• How creating action opens up more possibilities
• What is a vision board and how it worked for Matt in achieving all of his goals?
• The “servant mentality” that always leads to success
• And so much more...

His name is used as a gold standard for what he does. Every visionary dreams of having their own Matt King. 

He is the Chief Operating Officer/Chief of Staff for David Osborn, one of the largest real estate owners in the country. 

Matt is the man behind a lot of David's operations, and his unique skillset actually helped him significantly grow his net worth.

In today's episode of the Catching Knives podcast, Matt shares his origin story and how his vision led him to become part of a nine-figure family office.

He will talk about who introduced Matt to David Osborn and what was his first impression of him.

He will reveal how he became the chief everything officer for David Osborn and what are the most important skills an integrator needs.

He will talk about the importance of getting out of your comfort zone and he will share a unique way to do it.

He will also talk about some of his failures, the important lessons he learned from his mistakes and much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

• Who introduced Matt to David Osborn and what was his first impression of him?
• How Matt became the chief everything officer for David Osborn
• How Matt helped David Osborn significantly grow his net worth
• The importance of getting out of your comfort zone and a unique way to do it
• And so much more...

In this new "What I Learned..." episode of The Catching Knives Podcast, Jake Harris will break down his conversation with Logan Fullmer and share his key insights with you.

You'll learn how Logan became successful in the real estate business.

You'll learn why Logan targets "problem properties" and what he uses in his office to solve said problems. 

He will also talk about Logan's project, the Gibb's Mansion.

Listen now and enjoy!

What You'll Learn in this Show: 

• Logan's approach to real estate investing. 
• How Logan's family dynamics have contributed to his successful real estate career. 
• Why it's important to trust your intuition.
• A proven real estate principle. 
• And so much more...

Every house, every property has a history. And sometimes a very complicated one.  

"Dirty deeds",  title problems are common in real estate investing. And to unlock the value of some of these properties an investor needs a next-level skill set.

There is a handful of people in the US that have this advanced knowledge. One of them is Logan Fullmer, Jake Harris’s guest on today’s episode.

Logan Fullmer is a real estate investor with experience in many types of non-traditional deals. Undivided interest transactions, curative title work, dispute resolution, rezoning, subdividing are some of them.

He is an expert in fixing title problems, a master in finding solutions for dirty deeds, a successful investor who unlocks value through solving problems.

He is also the owner of an impressive historical Gibbs home and a father who applies his real estate investing knowledge in his kid's education.

On today's show, Logan Fullmer shares some of the insights he's gained along the way in his real estate career.  

He talks about his amazing journey from the oil field to real estate investing and how he started doing dirty title investments. 

He also reveals a sophisticated and healthy way of looking at investing, the way you can buy a property at 20 cents on the dollar and much more!

Listen now!

What You’ll Learn in this Show: 

• Logan Fullmer’s journey from the oil field to real estate investing
• A sophisticated and healthy way of looking at investing
• How did Logan start doing dirty title investments?
• The way that you can buy property at 20 cents on the dollar in  today's ultra-competitive high valued real estate world
• How Logan uses his real estate investing knowledge in his kid's education
• The Gibbs mansion story. How Logan gave a new life to a historical Gibbs home in Government Hill
• And so much more...

Resources:

Facebook: Logan Bentley Fullmer  and Asset Resolution Partners

Email: [email protected] 

Website: www.arpusa.com

Foreclosed on and mostly forgotten, this 19th century San Antonio home has a new lease on life

New life given to historical Gibbs home in Government Hill

How to Win Friends & Influence People, Dale Carnagie

In this new “What I Learned...” episode of  The Passive Wealth Principles podcast, Jake Harris will break down his conversation with Christian Mack, an enterprise software veteran, investment banker, private equity and family office leader who has he walked through the fires of operating and starting a business and took it to a nine-figure exit. 

He also has grown undervalued enterprise software organizations into high-value ones. Under his leadership, the enterprise software company Lotus has delivered double-digit returns.

Christian has grown undervalued enterprise software organizations into high-value ones and under his leadership, the enterprise software company Lotus has delivered double-digit returns.

Under Christian’s leadership, the enterprise software company Lotus has delivered double-digit returns. Also, he has grown undervalued enterprise software organizations into high-value ones and

In this episode, Jake will synthesize the information provided by Christian along with the nuggets he has taken from it.

You will find out what Christian did in the late 90s to bootstrap his startup, as well as how he was able to make a nine-figure profit and then create his own family office.

You will discover what were the biggest lessons Christian learned through trial and error and also some interesting details about his methodology for enterprise software.

Jake will also dive into family offices, what are they, how they work and will also reveal how masterminds and mentors can change someone's life and career.

Listen now and enjoy!

What You’ll Learn in this Show: 

• What Christian did in the late 90s to bootstrap his startup
• About Christian’s methodology for his enterprise software
• Family offices: what are they and how do they work?
• What Christian did to be able to make a nine-figure profit and then create his own family office
• How masterminds how mentors can change your life and career 
• And so much more...

Resources:

Christian Mack | From Trial and Error Learning To A Successful Business

The journey of a successful entrepreneur is usually a fascinating one, and most of the top achievers out there have a story full of valuable insights.

This is certainly the case of Jake Harris’s guest on today’s episode: Christian Mack, an enterprise software veteran, investment banker, private equity and family office leader. 

Not only has he walked through the fires of operating and starting a business, but Christian has taken it to a nine figure exit. 

He also has grown undervalued enterprise software organizations into high-value ones. Under his leadership, the enterprise software company Lotus has delivered double-digit returns.

On today's episode of the Passive Wealth Principles podcast, Christian Mack shares some nuggets of information about how to start and run a business and turn it into a successful one.

He also talks about how he learned from trial and error, how getting a mentor changed his life and career trajectory, and how he also felt the need to give back and share his  strategies to help other people succeed in their business.

He also reveals what a family office is in his vision and how it works, how he has done 30 exits through his different funds in the team that he's assembled together, and much more. 

Listen now!

What You’ll Learn in this Show: 

• How Christan started his business he's taken it to a nine figure exit
• How Christian learned from trial and error
• What is a family office and how does it work?
• How getting a mentor changed Christan’s life and career trajectory
• Giving back: How Christan helps other people to succeed in their business
• And so much more...

Jake Harris's insightful interviews on The Catching Knives Show are a great source of inspiration, knowledge, and actionable strategies. 

In this new “What I Learned...” episode, Jake will break down his conversation with Brett Swarts to give you the most important takeaways to remember. 

He will reveal some small snippets of what is a deferred sales trust and how you can utilize them to create a better position and gain future value.

He will talk about what Brett did to help some clients with cryptocurrency and how to utilize a deferred sales trust to never have to work again.

You will learn what are installment sales and how they work, what is the most effective way to create next-level tax strategies, what is a 1031 exchange and how the deferred sales trust gives an alternative to it and much more

Listen now and enjoy!

What You’ll Learn in this Show: 

• How can you utilize deferred sale to create a better position and gain future value 
• What is a 1031 exchange and how the deferred sales trust gives an alternative to it 
• The #1 tool for creating wealth, legacy, and generational type investment strategies
• The best way to create next levels of tax strategies
• And so much more...