Protect Your Wealth

Protect Your Wealth

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Protect Your Wealth episodes

  • Ep 70: The Basics of Build To Rent with Tony Torres

    The Basics of Build To Rent

    Welcome to episode 70 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Tony Torres and picks his brain about the build-to-rent real estate model.

    𝐓𝐨𝐧𝐲 𝐓𝐨𝐫𝐫𝐞𝐬 is the founder of COR13 Capital and fund manager to a 750+ unit portfolio.

    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. 

     

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

    • How Tony got started in real estate
    • How the build to rent model works
    • What states Tony looks to build to rent
    • Why Tony loves developing golf courses

    • Relevant links:

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


      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. 69 Solo Episode- What’s Going On With the Real Estate Market & What to Expect Next!

      Welcome to Ep. 69 Solo Episode of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee.


      This week Jason shares an in depth presentation with us about the San Diego real estate market specifically with multifamily investing and what is expected to come in the next 5 years. (P.S. it’s looking good!)


      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. 

       

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

      • Why Multifamily is the Best Asset Class

      • Vacancy Rates and Rent Growth Over Time in San Diego 

      • The Powerful Benefits to Owning Real Estate

      • Cons of Real Estate

      • Concepts to Consider When Buying Real Estate


      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 

      30 min
    • Ep 68: How To Properly Set Up Your Real Estate Syndication with Gene Trowbridge

      How To Properly Set Up Your Real Estate Syndication

      Welcome to episode 68 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Gene Trowbridge and picks his brain about how to properly set up your real estate syndication.

      As a founding partner of Trowbridge Law Group LLP, Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Gene has represented over 650 clients in this area of practice. The median offering size is $3,000,000 but he has done individual offerings of over $6 Billion. His practice writes offerings under Rule 506b and 506(c) of Regulation D.

       

      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. 

       

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

      • How Gene got started in real estate
      • Why Gene made the change at 45 to go from syndicating to a syndication lawyer
      • The common mistakes investors make when setting up their syndication
      • How to ensure your syndication is compliant

      • Relevant links:

        https://trowbridgelawgroup.com/

        https://www.linkedin.com/company/trowbridge-law-group-llp/


        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/

        33 min
      • Ep 67: How To Get Started In Real Estate Syndications with Christine Bellish

        How To Get Started In Real Estate Syndications 

        Welcome to episode 67 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Christine Bellish and picks her brain about how to get started in real estate syndications.

        Christine Bellish is the co-founder of the Bellish Team, a real estate investment firm that focuses on large commercial and multifamily property acquisitions. Together, she and her husband Danny are currently GPs of 588 units and have been involved in 922 units as LPs.

         

        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. 

         

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

        • Why Christine decided to get into real estate syndication
        • What she has learned so far
        • What it was like leaving the corporate world behind
        • How she raises capital from friends and family

        • Relevant links:

          https://www.thebellishteam.com/

          https://www.linkedin.com/in/christine-bellish/

           

          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/

          27 min
        • Ep. 67 Solo Episode- Why Right Now is the Best Time to Buy Real Estate

          Welcome to Ep. 67 Solo Episode of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee.

          This week Jason shares why right now is the absolute BEST time to buy 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. 

           

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

          • Interest Rates

          • What Role Interest Rates Play in the Current Market

          • How the San Diego Real Estate Market is Affected


          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

          11 min
        • Ep 66: What To Know Before Investing In Retail and Office Spaces

          What To Know Before Investing In Retail and Office Spaces

          Welcome to episode 66 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Nick Totah and picks his brain about what you should know before investing in retail and office spaces.

          Nick Totah is responsible for leading and overseeing all investment group processes as well as business and relationship development. Taking pride in identifying opportunities for clients to create value, both financially and in their neighborhoods. Nick ensures all team members have the boots-on-the-ground knowledge to find creative solutions to commercial real estate property challenges.

          Nick started at Marcus & Millichap in 2012, specializing in leased investment properties in San Diego County. Prior to The Totah Group, he served as the Senior Financial and Real Estate Manager for Comprehensive Educational Services, managing over $35 million in annual revenue. As an investor in principal real estate himself, Nick intimately knows both sides of selling and buying office and retail properties – allowing him to provide his clients with optimal positioning in the marketplace, both locally and nationally.

           

          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. 

           

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

          • Why Nick likes retail and office spaces as an investment
          • How retail and office spaces differ from other asset classes
          • What to know before investing in retail and office spaces
          • The difference between multifamily vs retail and office spaces

          • Relevant links:

            http://www.thetotahgroup.com/

            https://www.linkedin.com/in/nick-m-totah-62947539/

             

            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/

            37 min
          • Ep 65: How To Become A Wise Investor

            How To Become A Wise Investor

            Welcome to episode 65 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Rich Fettke and picks his brain about how he was able to become a wise investor and how you can too!

            Rich Fettke has a passion for helping people improve their businesses, grow their wealth, and live more fulfilling lives. He is the author of The Wise Investor, Extreme Success, and the audio program Momentum.

            Rich is also a co-founder of RealWealth®. Since 2003, the company has helped over 60,000 members improve their financial intelligence and acquire cash flowing income properties — so they can live life on their own terms. As a licensed real estate broker and an active investor, Rich was selected as a Rich Dad Author for his expertise as a Wealth Mindset Expert. 

             

            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. 

             

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

            • Why working the financial ladder may not be enough
            • The true cost of living your life based on someone else's terms
            • How to get rid of your limiting beliefs
            • How to take charge of your habits
            • What encompasses a successful investor.

            • Relevant links:

              https://realwealth.com/

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

              Rich's book: https://amzn.to/3eTOMNB

               

              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/

              34 min
            • Ep. 64 Solo Episode- How to Buy Your First Rental Property

              Welcome to Ep. 64 Solo Episode of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee.

              This week Jason shares the details that go into purchasing a first time investment rental property.


              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. 

               

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

              • Finding a lender

              • Consulting with the right agent

              • Understanding the importance of location

              • Being a master of your market

              • Cashflow and expenses


              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

              11 min
            • Ep 63: Buying Your First Investment Property with 3.5% Down

              Buying Your First Investment Property with 3.5% Down

              Welcome to episode 63 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Matt Porcaro and picks his brain about how he teaches investors to purchase their first property with 3.5% down.

              After 4 years of trying and failing at multiple different strategies to break into real estate investing, Matt Porcaro learned about a little-known government-backed renovation loan that allowed him to do a live-in house flip, turning a minimal $9500 down payment into $130k in equity and $2k a month passive cash flow in just 12 months.

              After being asked constantly by friends and family how he did it, Matt created a community dedicated to leveraging this strategy called “The 203k Way”. He helps aspiring investors get their first or next cash-flowing, high-equity investment property - with only a 3.5% down payment by leveraging renovation loan products.

               

              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. 

               

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

              • Why Matt decided to get into real estate
              • The biggest misconceptions about using a 203k Loan
              • Why you should only put down 3.5% on your first property
              • His advice to first time investors
              • How he's been able to snowball his 203k method into greater success

              • Relevant links:

                https://www.the203kway.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/

                 

                32 min
              • Ep 62: How To Leave Your W2 To Pursue Real Estate

                How To Leave Your W2 To Pursue Real Estate

                Welcome to episode 62 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Ali Boone and picks her brain about how she was able to leave her W2 to pursue real estate full-time.

                Ali Boone is a real estate investor & entrepreneur, and a real estate investing coach. 10 years ago she dumped her 9-to-5 job as an Aerospace Engineer after beginning to invest for herself and successfully shifted into real estate investing full-time. She recently authored Not Your How-To Guide to Real Estate Investing: Life Lessons on Hacking Your Mind Before You Hack Your Wallet.

                 

                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. 

                 

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

                • Why Ali decided to leave her job
                • The mindset need to succeed in real estate
                • What turnkey investing is
                • How Ali vets new markets
                • What 'passive' investing actually means

                • Relevant links:

                  https://www.linkedin.com/in/ali-boone/

                  https://www.hipsterinvestments.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/

                   

                  Connect with Ali:

                  LinkedIn: https://www.linkedin.com/in/ali-boone/

                  42 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.