Protect Your Wealth

By Jason LeeBusiness Entrepreneurship Investing

Protect Your Wealth episodes

February 10, 2022Ep 31: A Glimpse At Understanding The Market And Outworking Your Competition
A Glimpse At Understanding The Market And Outworking Your Competition

Welcome to episode 31 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Stephen Bittel to the show and they discuss his approach to real estate investing and his views on the market as a whole and he shares some of his hard earned knowledge that has led him to great success.

Stephen Bittel, founder and chairman of Terranova Corporation, is a leader in the U.S. real estate industry and a pillar in his native Miami community. As an opportunistic alternative investment firm with a core focus on U.S. real estate, Terranova Corporation runs an investment portfolio valued at nearly $1 billion, while focusing on and a long-standing commitment of building better communities. The company is distinguished as a national leader making an indelible imprint on the commercial real estate industry it serves and on the community it calls “home.”

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:
A look at Stephen’s backstory and what exactly he is doing today within real estate.
The asset classes that Stephen invests in today, which consists of a lot of commercial real estate.
How Stephen had to adapt his commercial real estate model when covid hit in March 2020.
Stephen’s thoughts on where we are in the real estate market “cycle” right now and where we will be in the next 5-10 years.
What the recent turmoil in the stock market means for those who are investing in real estate.
What Stephen thinks interests rates will do in the next couple of years.
Advice about starting out in real estate, coming from someone who now oversees over $1 billion dollars worth of property.
How it is that outworking your competition, and putting in the simple things like always being at the office, can give you a leg up in real estate.
The sub markets within the U.S. right now that excite Stephen, and why.
Why it’s important to specialize in an asset class, especially for new real estate investors in 2022.

Relevant links:
https://terranovacorp.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 Stephen & Terranova Corp:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/stephenbittel/
Facebook: https://www.facebook.com/TerranovaCorp
Twitter: https://twitter.com/terranovacorp
Instagram: https://instagram.com/terranovacorp/
31 min
February 03, 2022Ep 30: Practical Advice From A Successful Real Estate Attorney & Investor
Practical Advice From A Successful Real Estate Attorney & Investor
Welcome to episode 30 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Bonnie Galam and they discuss her experience both as a successful real estate attorney and investor. It’s an episode replete with lots of useful information for anyone in real estate.
Bonnie Galam is a real estate investor, real estate attorney, and founder of Landlord Law School. Bonnie and her husband built a multimillion-dollar rental portfolio by their late 20s in the greater Philadelphia area. Bonnie founded her law firm, a boutique real estate practice serving in NJ and PA, with a mission to serve investors. Through her law firm, Bonnie noticed that real estate investors were coming to her to solve problems rather than prevent them. She knew from her own experience that it was because the existing law firm model didn't serve investors. So Bonnie created landlord law school, the only DIY asset protection course for real estate investors to help prevent law suits, preserve generational wealth, and securely scale their investing business.
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:
Background information on Bonnie and how she went into real estate law after being a real estate attorney.
A look at Bonnie’s first investment, which was a duplex rental property in Philadelphia.
Information about Bonnie’s Landlord Law School.
While you want to “keep calm and get it in writing” as a landlord and an investor.
The importance of knowing the people that you decide to partner with very well before forming a partnership.
A look at Bonnie’s impressive property portfolio and some tips about how others can get to where she is.
Why there is a very interesting opportunity in investing in commercial properties right now.
Why Bonnie rarely ever actually looks to sell her properties.
How it is that Bonnie is able to self manage her properties (hint: her husband helps with that!)
Book recommendations that Bonnie thinks are helpful for any real estate investor.

Relevant links:
galamfirm.com
Bonniegalam.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 Bonnie:
Instagram: https://www.instagram.com/bonniegalamesq/?hl=en
LinkedIn: https://www.linkedin.com/in/bonniegalam/
Podcast: https://www.bonniegalam.com/podcast
32 min
January 27, 2022Ep 29: From Working A Sales Job To Creating A Real Estate Empire
From Working A Sales Job To Creating A Real Estate Empire With Ben Suttles

Welcome to episode 29 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Ben Suttles and they discuss how Ben transitioned from IT sales into founding a wildly successful multifamily real estate investing company, and much of the lessons and advice he has gained in doing so.

Ben is co-founder of Disrupt Equity. He has been an entrepreneur for 15 years, first starting his career in IT sales and business development then onto management. His background in management and sales has helped propel him into commercial real estate, first starting in 2013. Over the last 8 years, he has been involved in the acquisition & asset management of twelve large multifamily properties totaling over $200MM+ in AUM and the purchase and sale of over 2500+ units.

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:
A bit about Ben’s background and how he ended up in multifamily real estate coming from IT sales.
Why Disrupt Equity ended up investing in units in Texas, Georgia, and Florida.
How Ben balanced, and thought about, when it was time to move into real estate full time and take the leap into having only the one income stream.
Why you need to think about what financial freedom and retirement really looks like for you.
How did Ben choose to partner up with the person he did with Disrupt Equity.
The story of Ben’s first multifamily deal, how he found it, sourced it and close it.
How was Ben able to scale do quickly after completing their first two deals?
Ben’s advice for any real estate investor.
Where Ben sees the market headed in America for multifamily for the near future.

Relevant links:
www.disruptequity.com
www.disruptmgt.com
omnidatasys.net

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 Ben:
LinkedIn: https://www.linkedin.com/in/bensuttles/
Twitter: https://twitter.com/ben_suttles
Instagram: https://www.instagram.com/ben.suttles2/?hl=en
Email: [email protected]
44 min
January 20, 2022Ep 28: Understanding Real Estate Law And Investing From NYC & Internationally
Understanding Real Estate Law And Investing From NYC & Internationally

Welcome to episode 28 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Alfred Fuente and they discuss his unique view of real estate that comes from being not only a real estate attorney in NYC but also working in real estate in France and speaking numerous languages.

Alfred Fuente is a real estate attorney in New York. He represents first-time homebuyers, investors specializing in distressed assets, foreign families and parties that are buying or selling real estate with significant legal issues, i.e. foreclosures, tax liens, judgment liens, etc. He is fluent in English, Spanish and French, and in 2018 and 2019, he was selected as a Rising Star by Super Lawyers magazine. Prior to attending law school, Alfred worked for Cushman & Wakefield from 2004 to 2009 in Paris and New York City. He attended American University Washington College of Law. He also earned two Master’s degrees from l’Universite de Paris – La Sorbonne and a B.A. from Florida State University.

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:
A glimpse into Alfred’s very unique background and what drove him to work in real estate and to do so in an international manner.
How being kind to everyone, even receptionists, helped Alfred to land his first job and to get his start in real estate, in Paris no less!
How Alfred managed to eventually become a real estate attorney in NYC, after his extensive experience in real estate in Europe and others parts of the world.
The biggest differences in working in real estate in Europe and the U.S.
What asset class has been performing the best in NYC from Alfred’s perspective?
A look at the interesting day-to-day schedule that is Alfred’s professional life.
The types of negotiations that Alfred is dealing with primarily as an attorney in NYC.
Why it’s important to connect with a real estate attorney when involved with a deal (hint: you have nothing to lose!).
Why Alfred wants to champion NYC, and why you should pay attention to what he has to day in this regard.

Relevant links:
FuenteLaw.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 Alfred:
Cell Phone: 212-804-5715
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/alfred-r-fuente-78586722/
Twitter: https://twitter.com/AlfredFuente
27 min
January 13, 2022Ep 27: Building a $20M Portfolio While Working Full Time As a Tech Sales Executive
Building a $20M Portfolio While Working Full Time As a Tech Sales Executive

Welcome to episode 27 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Chris Freeman

Chris is an experienced real estate investor with $20M in assets under management. His 20 years of real estate investment has focused exclusively on multifamily apartment buildings that can generate immediate cash flow. Over 26 years, he has been fortunate to experience financial success through high-tech sales and sales leadership. Working with companies like Juniper Networks, CIENA, Lucent, and Citrix, he has learned how to achieve a high level of performance in sales while re-deploying a portion of his commissions into cash flow generating real estate. Through a consistent process over time, Chris has created enough passive income to replace his high-tech sales income. This success had inspired Chris to create High Tech Freedom Capital and help his peers achieve their own personal success.

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 Chris found himself with an impressive tech sales job as well as a real estate investor with 110 doors to his name.
How the .com bubble burst affected Chris and his investing approach as concerns both stocks and real estate.
If you have a high paying W-2 job, how much of your pay should you look to invest in real estate if that is a passion of yours?
How was Chris able to manage 100+ doors while also holding down a demanding high tech sales role?
How has Chris’ sales experience helped him in his real estate career?
Information about High Tech Freedom, and the new podcast that goes alongside of it, which is the newest company that Chris has created.
How one can balance a demanding job alongside investing in real estate.
Some of the mistakes that Chris has made that listeners could learn from in a straightforward manner.
The best piece of advice that Chris has ever received in terms of investing in real estate.

Links:
https://www.hightechfreedom.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 Chris:
Instagram: https://www.instagram.com/hightechfreedom/?fbclid=IwAR2WUqDvGyf01GDU_8WSQM9IsiX_36UiYqa88ZFwaTcQR4n64IaaV_KiN-c
Facebook: https://www.facebook.com/chris.freeman.9461
LinkedIn: https://www.linkedin.com/in/chrisfreeman/
28 min
January 06, 2022Ep 26: Lessons From A Manager Of Vast Amounts Of Real Estate In NYC.
Lessons From A Manager Of Vast Amounts Of Real Estate In NYC.

Welcome to episode 26 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Michael Feldman and they discuss what it’s like to manage a vast amount of properties and different types of buildings in the nation’s largest city.

Mr. Feldman is Co-founder and CEO of Choice New York Companies; which provides an array of 3rd Party Real Estate Services such as Property Management, Building Staffing and Residential Brokerage on medium and large-scale buildings in New York City. Mr. Feldman focuses his day to day activities on business acquisitions, brand awareness strategy, staff recruitment, talent retention, and select client advisory engagements.

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:
A look into Michael’s background and what exactly he does as a co-founder of Choice New York Companies.
The types of properties that Michael’s company manages in the NYC area.
What trends is Michael seeing in the market right now that maybe others aren’t, including how a cash flow mindset and demographics are changing the rental game.
Why are prices still very high and the effects that this had.
How has Choice New York Companies gotten through the pandemic and how it greatly affected them.
How covid affected rent collections in NYC and how that in turn affected Michael’s business.
What Michael’s experience as a consultant to the Manhattan’s District Attorney has taught him about being successful in real estate.
Advice for others about managing real estate from someone who does it in the nation’s largest city.
How did Michael scale his business in the way that he did and advice for others about scaling theirs.
The effect of paying one high value person a high salary as opposed to two people a regular one.
Advice for someone looking to invest for their first time in a property.

Links:
https://choicenewyork.com
https://homebychoicenyc.com/

Connect with Jason Lee:
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 Michael & Choice New York:
Twitter: https://twitter.com/ChoiceNY
Instagram: https://twitter.com/ChoiceNY
Facebook: https://www.facebook.com/Choice-New-York-390117644458553/
LinkedIn: https://www.linkedin.com/in/michael-feldman-8537781/
Email: [email protected]
30 min
December 23, 2021Ep 25: Implementing Powerful Marketing Strategies to 10x Your Business!
Implementing Powerful Marketing Strategies to 10x Your Business!

Welcome to episode 25 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Seth Greene and they talk about his view on marketing, which is replete with tips that anyone can use, especially those in real estate (where marketing is key).

Seth Greene is a nationally recognized marketer who is the nation’s foremost authority on growing local businesses through direct response marketing podcasts, and the only person to be nominated three times for the GKIC Dan Kennedy Marketer of the Year Award. Seth Greene is the founder of Market Domination. You may have seen him in conversation sharing his wisdom on NBC, CBS, Forbes, INC, or Moneywatch. Or maybe you’ve heard him on the Sharkpreneur podcast, which he co-hosts with Shark Tank’s Kevin Harrington, and was deemed “One of the Top 10 Podcasts to Listen to” by Nasdaq. He is an 8-time best selling author as well.

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:
A look into Seth’s background (the first non real estate centric guest Jason is having on) and how he got into marketing.
The importance of picking one target market, when starting out, to market to no matter what your industry is.
An example of how Seth found a laser-tight target market to find massive success for a client.
Examples of thinking “outside the box” when it comes to rethinking your business model so as to find your ideal client with great success.
Who Seth’s target market is, which is a little different in that it can be from any industry but has some similarities regardless.
Why (and how) you should think of marketing as an investment towards customers and not an expense.
Marketing techniques for selling real estate that many brokers don’t use.
Organic marketing vs paid marketing.
The value of standing out in a proven market as opposed to being the first one there.

Links:
Marketdominationllc.com

Connect with Jason Lee:
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 Seth& Market Domination:
Twitter: https://twitter.com/mktdominationus?lang=en
Instagram: https://www.instagram.com/market_domination_llc/
Facebook: https://www.facebook.com/MarketDominationLLC/?fref=ts&ref=br_tf
LinkedIn: https://www.linkedin.com/in/seth-n-greene-3a90801b1/
26 min
December 16, 2021Ep 24: How To Be A Successful Real Estate Developer
Welcome to episode 24 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Nick Earls and Eric DiNicola and they talk about their extensive real estate investment and development experience that involves working together in three separate companies and entails years of success.

Nick and Eric are both the co-founder and managing parters at PWN Development, Winter Spring Capital and Ascalon Industries. They have been good friends for almost all of their adult life. Nick, while building his own portfolio, has guided many investors down the path of multifamily investment, management, or development. He is an expert on underwriting and asset management in the multifamily space and also the author of the top-rated book “Making Millions through Multi-Family Development.” Eric began working in public equity in 2010 and moved into the private equity markets where he worked on valuations and capital raising. Joining forces with Nick in 2015, he leveraged his investment experience and expertise to accelerate the growth of our real estate business. He heads up the acquisitions team and leans on his extensive broker network to keep their deal pipeline full.

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:
A look into Nick and Eric’s background and the tyPes of real estate investments and developments they are involved with at the moment.
The impetuses that led both Nick and Eric to pursue a career in real estate.
How have Nick and Eric worked around creating a business and working together while also being life long friends.
What should someone do if they are looking to become a developer and they haven’t yet had their first development yet.
The length of the typical project Nick and Eric work with, and how that interacts with the entitlement process (especially so in the Boston area).
The similarities and differences between the red-tape inherent in doing real estate and development in Boston and San Diego.
A look at some of the developments that Nick and Eric have done in Boston and the interesting work they’ve done to work with historical buildings.
The manner is which Nick and Eric find the unique and profitable opportunities that they do.
The reason why you need to have strong protections written into your contract and how to actually go about doing that.

Links:
https://www.pwndevelopment.com
https://winterspringcapital.com
https://www.ascalonindustries.com

Connect with Nick & Eric:
Instagram: https://www.instagram.com/pwndevelopment
LinkedIn: https://www.linkedin.com/in/eric-dinicola-2408897a/
LinkedIn: https://www.linkedin.com/in/nicholas-earls/
36 min
December 09, 2021Ep 23: Tricks And Tips From The #1 Realtor In Alabama
Welcome to episode 23 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Ricky Carruth and they discuss his views on being an amazing real estate agent. That includes how to sell, find prospective clients, and how to buy.

Ricky started selling real estate when he was 20 years old. He made a million dollars before he was 23 and lost it all in the market crash. He had to go back to roofing houses, went bankrupt and worked on an oil rig. During that time of sleeping in my car, he read 100 books and realized that business is about people (not money). He then created the phrase “Relationships over Transactions”. By 2014, he was selling 100 deals a year as a single agent and became the #1 REMAX agent in Alabama. In 2017, he wrote two books and started coaching agents for free. Now he is one of the top coaches and speakers in the industry as the founder of Zero to Diamond, the fastest growing real estate agent coaching program in the world. Their mission is to reduce the failure rate among real estate agents while still closing over 100 deals a year.

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 Ricky got into real estate and teaching real estate to others for free.
Ricky’s thoughts on how to become a top real estate agent.
How one failed history class in college was the impetus for Ricky’s career.
How if you do things right you don’t have to worry about the market crashing in real estate.
How it is that Ricky can look at his bank account and actually see how many people it is that he has helped.
How a weekly newsletter has been the cornerstone of Ricky’s business for almost 15 years now.
The systems that Ricky implements to do the kind of volume that he does.
The manner in which Ricky approaches the first conversation he has with a prospective client.
How can you set yourself apart from other real estate agents?
If you stress relationships over deal, how do you keep these relationships going over many years?

Links:
zerotodiamond.com/rickys-easylink/
discord.gg/ncEeayEZ2K

Connect with Ricky:
Instagram: https://www.instagram.com/rickycarruth/?hl=en
Twitter: https://twitter.com/rickycarruth
LinkedIn: https://www.linkedin.com/in/ricky-carruth-373359161/
39 min
December 02, 2021Ep 22: A Comprehensive & Current View Of Single Family & Multifamily Investing
A Comprehensive & Current View Of Single Family & Multifamily Investing

Welcome to episode 22 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Nancy Chillag to the show and they discuss her views on investing in both multifamily and single family properties right now all over the country. This is especially more interesting not only due to Nancy’s successful track record but because she is also a CPA and an Attorney.

Nancy has invested in real estate for over 30 years. She has owned an office building, warehouse, single family homes and small multifamily units. Since 2013 she has obtained an interest in over 800 multifamily units, both actively and passively. Nancy is also an attorney. She owned and operated Chillag & Associates, a law firm in Menlo Park, California, for over 25 years before retiring in 2013. Her firm provided legal advice to clients in the areas of real estate, construction, business and estate planning. As a real estate investor, Nancy has published 3 e-books – “Why Real Estate Investing is Right for You,” “No Money? No Time? No Problem! – How to Invest in Real Estate Even if You Think You Can’t”, and “The Lawyer’s Passive Income Guide”.

Here is what to expect on this week’s show:
Information on Nancy’s background and how she got both into real estate and the law (hint: it all came from buying a single building in San Francisco).
A look at the advantages that being an attorney and a CPA gave Nancy in her real estate career.
Why Nancy is interested more so in investing in the Midwest and Texas as opposed to California.
Why multifamily has proven to be the best asset class for Nancy in terms of her investing experience.
The tactics that Nancy uses to source her deals that make sense for her investing criteria.
The pros and cons of passive vs active management of properties.
How Nancy found her first real estate deal in San Francisco.
A look into how Nancy structures her deals, and some tips along with that information.
Nancy’s experience in the single family home market during the last 3 years and specifically during covid and some of the surprised that came along with that.
What kind of investments you’re probably going to see the best return on in the next 5-10 years.

Links:
23rdstreetinvestors.com

Connect with Nancy:
Facebook: https://www.facebook.com/23rdStreetInvestors
LinkedIn: https://www.linkedin.com/in/23rdstreetinvestors/
Twitter: https://twitter.com/nchillag
35 min

About Protect Your Wealth

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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.

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