Protect Your Wealth

Protect Your Wealth

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Protect Your Wealth episodes

  • Ep. 90 Working with Billionaires and Managing the Ultra-Wealthy with Richard C. Wilson

    Today we are joined by Richard C. Wilson on the podcast. Richard is the founder of The Family Office Club, the author of 13 books, and has successfully closed on half a billion dollars worth of transactions. On today’s episode I ask Richard questions about the family office niche.

    Here is what to expect on this week’s show:

    • How Richard Got Started
    • How Real Estate Professionals Can Connect with High Net worth Families
    • Tips on Expanding Your Business
    • Real Estate Predictions for the 2023 Year

    • To download your free Real Estate Deal Analyzer just head to https://jlmrealestateinc.com/free-property-valuation/

      With this guide, you’ll be able to easily understand your real estate deals.


      Connect with Guest Richard C. Wilson:


      https://familyoffices.com

      https://investorclub.com/start/


      Book Resource: https://lp.familyoffices.com/book

      Email: [email protected]

      Text Richard: 305-333-1155


      Connect with Host Jason:


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


      YouTube: https://www.youtube.com/channel/UCWNrpNXpGuujHMVZJWmBLsw


      LinkedIn: https://www.linkedin.com/in/jason-lee-3b7806115/


      #realestate #realestateinvesting #entrepreneur #realestatepodcast #networthgrowth #financialgrowth #ultrawealthy #wealthmanagment #familyoffice #billionaire

      24 min
    • Ep. 89 What are the Differences Between Commercial and Residential Loans? (Here is Everything You Need to Know!)

      On today's episode I go into detail on loans, specifically the difference between residential and commercial loans. I explain:

      • What Type of Properties Qualifies For Which Loan
      • Benefits of Each Loan
      • Investing and Growth Hacks

      • To download your free Real Estate Deal Analyzer just head to https://jlmrealestateinc.com/free-product/. With this guide, you’ll be able to easily understand your real estate deals. 


        Relevant links:

        www.jlmrealestateinc.com

         

        Connect with Jason:

        Instagram: https://www.instagram.com/jasonjosephlee/?hl=en

        YouTube: https://youtube.com/channel/UCWNrpNXpGuujHMVZJWmBLsw

        LinkedIn: https://www.linkedin.com/in/jason-lee-3b7806115/x 


        #realestate #realestateloans #financing #realestatefinancing #commercialrealestate #commercialloans #residentialproperty #residentialrealestate #fanniemae #freddiemac #homebuyingtips

        13 min
      • Ep. 88 LIVE Student Coaching: How to Start, Stand Out, and Succeed in Commercial Real Estate with Ganeev Ahluwalia

        Today’s episode, join me as I sit down with a student at USD, Ganeev Ahluwalia for a live student coaching call. Gannev joined me on the podcast to ask me questions about breaking into the industry and getting started in commercial real estate investing. We also talk about:


        What Brought Me to Multifamily Real Estate

        When and How I Started Investing 

        Advice to First Time Investment Buyers

        Getting Past Limiting Beliefs 



        To download your free Real Estate Deal Analyzer just head to https://jlmrealestateinc.com/free-property-valuation/

        With this guide, you’ll be able to easily understand your real estate deals.



        Connect with Guest:

        linkedin.com/in/ganeev-ahluwalia


        Connect with Host Jason:


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


        YouTube: https://www.youtube.com/channel/UCWNrpNXpGuujHMVZJWmBLsw


        LinkedIn: https://www.linkedin.com/in/jason-lee-3b7806115/


        #realestateinvesting #commercialrealestate #coaching #realestatecoach #realestatecoaching #realestatepodcast #realestatequestions #multifamilyinvestments #realestate #realestatebroker

        26 min
      • Ep. 87 Real Estate Market Crash in 2023 or Just Fear-Mongering? How You Should Be Investing

        Are you being sold fear? Many "gurus" on the internet are serving individuals who are seeking information click bait and using fear tactics to sell. I'm here to break that norm and tell you my honest opinions about the real estate market and market predictions, housing crash or no crash at all. I don't have a crystal ball to predict the future, but I have facts and stats backing my perspective that I want to share with my audience so in turn, you have more CONFIDENCE when it comes to investing in real estate.


        To download your free Real Estate Deal Analyzer just head to https://jlmrealestateinc.com/free-product/. With this guide, you’ll be able to easily understand your real estate deals. 


        Relevant links:

        www.jlmrealestateinc.com

         

        Connect with Jason:

        Instagram: https://www.instagram.com/jasonjosephlee/?hl=en

        YouTube: https://youtube.com/channel/UCWNrpNXpGuujHMVZJWmBLsw

        LinkedIn: https://www.linkedin.com/in/jason-lee-3b7806115/x 


        #realestate #realtor #realestateinvestor #multifamily #commercialrealestate #realestatecrash #realestatemarket #marketcrash2023

        10 min
      • Ep. 86 Investing in Untapped Commercial Assets with Sam Wilson

        Today, we have Sam Wilson on the podcast. Sam is the Founder of Bricken Investment Group and is a dedicated and seasoned investor in the commercial real estate space sharing the endeavors of his investing journey in this episode.


        Sam shares his experience in investing in unique commercial assets like:

        RV Parks and Resorts, Multifamily, Boat and Storage Facilities, Parking Lots and Garages. Stay tuned to listen all about investing in untapped commercial assets with Sam Wilson!


        To download your free Real Estate Deal Analyzer just head to https://jlmrealestateinc.com/free-property-valuation/

        With this guide, you’ll be able to easily understand your real estate deals.


        Connect with Guest Sam Wilson:


        https://brickeninvestmentgroup.com

        https://brickeninvestmentgroup.com/join/

        https://brickeninvestmentgroup.com/checklist/


        Connect with Host Jason:


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


        YouTube: https://www.youtube.com/channel/UCWNrpNXpGuujHMVZJWmBLsw


        LinkedIn: https://www.linkedin.com/in/jason-lee-3b7806115/


        #realestate #realestateinvesting #passiveincome #entrepreneur #commercialrealestate #realestatepodcast #networthgrowth #financialgrowth #passiveinvesting #commercialrealestate #realestatesyndication

        25 min
      • Ep. 85 Do You Know When To Walk Away From A Deal? Three Red Flags That You Should Be Aware Of

        Should you stick around or walk away? In any real estate investing opportunity, it can be difficult to navigate what makes a good deal and what doesn’t. I’ve had many experiences in my career that have shined light on three main signs of when it’s time to walk away.


        On this episode, I go into detail about why it’s important to be conservative and cautious, why you need to be a master of your market, and how to avoid properties that don’t cash flow day one. Avoiding these mistakes can keep you from loosing money on your next investment! Stick around as I go more in depth of three red flags that you should be aware of while investing in real estate. 


        To download your free Real Estate Deal Analyzer just head to https://jlmrealestateinc.com/free-product/. With this guide, you’ll be able to easily understand your real estate deals. 


        Relevant links:

        www.jlmrealestateinc.com

         

        Connect with Jason:

        Instagram: https://www.instagram.com/jasonjosephlee/?hl=en

        YouTube: https://youtube.com/channel/UCWNrpNXpGuujHMVZJWmBLsw

        LinkedIn: https://www.linkedin.com/in/jason-lee-3b7806115/x 


        #realestate #realtor #realestateinvestor #multifamily #commercialrealestate #mistakes

        11 min
      • Ep. 84 How to Scale From Single Family Investing to Multifamily with Vlad Arakcheyev

        Today we have Vlad Arakcheyev on the podcast. Vlad is a full time multifamily real estate investor and the CEO of Zontik Venture. He began his real estate journey after the pandemic hit and with no experience in the industry, he dove into the business tenaciously and began in the single family space, wholesaling and flipping properties. It wasn’t until he learned about multifamily where he made the switch and was able to scale his investing exponentially! Listen to the full episode to learn more about how to scale from single family investing to multifamily.


        To download your free Real Estate Deal Analyzer just head to https://jlmrealestateinc.com/free-product/. With this guide, you’ll be able to easily understand your real estate deals. 


        Relevant links:

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


        Connect with Jason:

        Instagram: https://www.instagram.com/jasonjosephlee/?hl=en

        YouTube: https://youtube.com/channel/UCWNrpNXpGuujHMVZJWmBLsw

        LinkedIn: https://www.linkedin.com/in/jason-lee-3b7806115/

        40 min
      • Ep. 83 Two Ways To Grow And Scale Your Real Estate Portfolio Rapidly!

        If you are looking to grow and scale your real estate portfolio as fast as possible, please listen to the tips in this video! People talk about the first method all the time on the internet, but don't mention the risks and what it really takes to get it done. 


        The second way is barely talked about on the internet and in my opinion is the best way to grow your portfolio extremely fast! It is the secret of the ultra wealthy! 


        To download your free Real Estate Deal Analyzer just head to https://jlmrealestateinc.com/free-product/. With this guide, you’ll be able to easily understand your real estate deals. 


        Relevant links:

        www.jlmrealestateinc.com

         

        Connect with Jason:

        Instagram: https://www.instagram.com/jasonjosephlee/?hl=en

        YouTube: https://youtube.com/channel/UCWNrpNXpGuujHMVZJWmBLsw

        LinkedIn: https://www.linkedin.com/in/jason-lee-3b7806115/x 


        #realestate #realtor #realestateinvestor #cashoutrefinance #refinance #1031exchange #BRRRRmethod #multifamily #commercialrealestate

        15 min
      • Ep. 82 How To Diversify With Real Estate Investing Even In a W-2 Career With Christina Stevens

        Today I interviewed Christina Stevens, a Nurse Anesthetist by degree and Real Estate Investor by passion. Christina’s interest in REI began when she learned about the concept of trading time for money and knew from that point she needed to diversify. Two years later, she is the co-founder of Queen Capital Real Estate Investment Group and is actively tapping into several real estate markets with multiple investment projects. I was inspired by her “why”. It is admirable and something I was able to relate to as well. Dive into this episode with us and learn more how to diversify with real estate investing even in a W-2 career!


        To download your free Real Estate Deal Analyzer just head to https://jlmrealestateinc.com/free-product/. With this guide, you’ll be able to easily understand your real estate deals. 


        Relevant links:

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

        https://www.instagram.com/queencapitalinvestments


        Connect with Jason:

        Instagram: https://www.instagram.com/jasonjosephlee/?hl=en

        YouTube: https://youtube.com/channel/UCWNrpNXpGuujHMVZJWmBLsw

        LinkedIn: https://www.linkedin.com/in/jason-lee-3b7806115/

        26 min
      • Ep. 81 If I Had To Start Over in Real Estate in 2023, Here Is What I Would Do Differently! (I Have Made So Many Mistakes!)

        In this episode, I help guide you how to avoid some of the mistake I have made and share what you can do differently to save yourself a lot of time, money and energy! If your starting out in real estate in 2023 definitely stop what you are doing and watch this video in full. It is packed with tips and tricks that will level up your real estate investing game! I've made these mistakes- that way you don't have to!


        To download your free Real Estate Deal Analyzer just head to https://jlmrealestateinc.com/free-product/. With this guide, you’ll be able to easily understand your real estate deals. 


        Relevant links:

        www.jlmrealestateinc.com

         

        Connect with Jason:

        Instagram: https://www.instagram.com/jasonjosephlee/?hl=en

        YouTube: https://youtube.com/channel/UCWNrpNXpGuujHMVZJWmBLsw

        LinkedIn: https://www.linkedin.com/in/jason-lee-3b7806115/x 


        #realtor #realestateinvestor #mistakes #multifamily #2023realestate #sandiegorealestate

        14 min

      About Protect Your Wealth

      From the publisher's feed

      Welcome to Protect Your Wealth, the podcast where high networth individuals, real estate investors, and business owners come to learn how to preserve and grow their assets with confidence.