Portfolio Builders

Portfolio Builders

By Wealth Cap HoldingsBusinessInvesting
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Portfolio Builders episodes

  • Doing the Right Deals (Quality over Quantity) with Paul Montelongo

    In today's episode, Chris talks about doing the right deal with Paul Montelongo. Here's a bit more about Paul:


    I am Paul Montelongo and I coach, mentor and lead high earning conscious entrepreneurs to get their businesses lives back on track. I’ve built, owned, and operated eight multi-million dollar businesses in my 38-year career. These companies have generated over $60million in revenue and I’ve employed well over a thousand awesome people.


    I help experienced, high productivity business owners increase profits, build stronger teams and regain their life/work balance. I believe in simplicity, focus and productivity. I have developed a series of processes to help entrepreneurs get back the freedom they originally planned when deciding to go into business.


    As a seasoned investor myself, currently with more than 458 units, I work with Real Estate Investors and Real Estate professionals to help them balance their life, extract more profit from their deals and design their lives from the inside out. I invest in underperforming specialty properties in emerging markets, i.e., marinas, resort properties, apartment units, hotels, storage facilities, and office complexes.


    I make speaking appearances at Real Estate and Construction Industry conferences around the country and world, including Canada, New Zealand, Italy and Romania.


    I work with accredited investors on properties and real estate assets for their portfolios.


    Out of my real world industry experience, I have written hundreds of articles for the real estate industry and been published in more than 20 industry publications. I have coached and mentored hundreds of entrepreneurs. I estimate that I have successfully hired, trained and managed more than 1,000 people. creating management systems and leadership programs for my companies that have become a standard in the industry.


    Hosted on Acast. See acast.com/privacy for more information.

    32 min
  • All About the Data with Daren Blomquist

    Daren Blomquist is a leading voice in communicating the trends of market - past, present, and future. He is all about the data and constantly researches to be able to make the best decision possible.


    Daren is Senior Vice President of Communications at ATTOM Data Solutions (formerly RealtyTrac), where he directs ATTOM Media, a division of the company that publishes original real estate reports sourced from the ATTOM Data Warehouse, the nation’s most comprehensive property database. ATTOM Media real estate reports are cited by thousands of media outlets nationwide — including all the major news networks and leading publications such as The Wall Street Journal, The New York Times and USA TODAY.


    Daren has been quoted in hundreds of national and local publications and has appeared on many national network broadcasts, including CBS, ABC, CNN, CNBC, FOX Business and Bloomberg. Daren is also executive editor of the Housing News Report, a monthly newsletter published by ATTOM Data Solutions and named best newsletter by the National Association of Real Estate Editors in 2015 and 2016.


    For more info about Daren and to see some of his recent work, visit https://www.auction.com/inthenews


    Hosted on Acast. See acast.com/privacy for more information.

    43 min
  • Real Estate Tax Strategies with Brandon Hall - The Real Estate CPA

    Brandon is the Founder of The Real Estate CPA. Chris and Brandon dive into Real Estate specific tax strategies. Brandon works with 400+ clients to provide advisory, accounting, and tax services to real estate investors and identify opportunities other CPA firms miss.


    For more information about Wealth Cap Holdings, visit http://www.wealthcapholdings.com


    Hosted on Acast. See acast.com/privacy for more information.

    34 min
  • From Rags to Riches with Todd Fleming
    A few years ago a group of 50 people set out to create their own experience. They didn't have to guess what the intention was. They got to pick and choose their mentors, their curriculum and the alignment they wanted together. So The Kingdom was born. Kingdom truly is a one of a kind experience. There's power in alignment. There's comfort in knowing the advise given is highly vetted and proven to work. There's clarity in having a family backing you 24/7 without getting pitched something. There's freedom in knowing we kick out twice as many people as we let in if they are a bad fit.

    Hosted on Acast. See acast.com/privacy for more information.

    46 min
  • Thoughts on the Market (Live Q&A w Taylor)

    Taylor's thoughts on the market and a live Q&A session where he answers why WCH was started in the first place, how the fund actually works, and current investment opportunities that are available.



    Hosted on Acast. See acast.com/privacy for more information.

    25 min
  • Extracting the Most of Out of Life with Garrett Gunderson

    Garrett B. Gunderson has dedicated his career to debunking the many widely accepted myths and fabrications that undermine the prosperity and joy of millions of hard-working, honest business owners. Gunderson’s company, Wealth Factory, empowers its members to build sustainable wealth through financial efficiency and organization leading to clarity, peace of mind and financial confidence. You may recognize him from his appearances as a guest contributor on CNBC, Fox News, ABC, and many others.


    For more on Garrett, check out www.wealthfactory.com/megakit and be sure to head over to www.wealthcapholdings.com to get a free book from us.


    Hosted on Acast. See acast.com/privacy for more information.

    52 min

About Portfolio Builders

From the publisher's feed

In a world where it can be increasingly difficult to know who to trust, Chris Evans and Taylor Welch are your one stop shop for honest & authentic investment training - whether you're just getting…