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Protect Your Wealth
Protect Your Wealth episodes
- Ep 21: From Being Broke & In Debt To Now Running A Seven Figure Real Estate Business
From Being Broke & In Debt To Now Running A Seven Figure Real Estate Business
Welcome to episode 21 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Sarah Poynton Ryan and they discuss how she went from being in large amounts of debt to running a many faceted real estate business.
Sarah is an award-winning entrepreneur, who believes in a world where people wake up in a safe, warm, comfortable bed. A property entrepreneur & investor turned business mentor has always been a grafter and high achiever. After her first business venture almost ruined her financially she turned things around when she took control and launched her current property & education businesses.
Here is what to expect on this week’s show:
- Sarah’s interesting backstory and how she got into real estate coming from a place of desperation and considerable debt.
- How learning to be humble and knowing when to ask for help was one of the best lessons from her desperate time in debt that has helped her in real estate.
- What initially drew her into real estate and what turned out to be true and false about her assumptions.
- Information about the various aspects of the industry that she is involved in now (it’s numerous!).
- How Sarah involves digital marketing and social media into her business, and her approach in using it to find leads for herself.
- Why while social media can be a very powerful tools, a good old fashioned email list can still be your best bet in generating business.
- What Sarah is doing right now to grow her business, which includes a lot of new builds as well as talent recruitment.
- Why talent recruitment is so very important and what Sarah does to help her team excel at this task.
- The types of homes that Sarah looks to invest in and why she goes after the types that she does.
- What Sarah did to get herself her first round of funding.
- Excellent tips for the types of content to create for social media.
Links:
propertysourcinghub.co.uk
https://linktr.ee/sarahpoynton
Connect with Sarah:
Instagram: https://www.instagram.com/iamsarahpoynton/?hl=en
Facebook: https://m.facebook.com/people/Sarah-Poynton-Ryan/508628084
LinkedIn: https://www.linkedin.com/in/sarahpoynton?originalSubdomain=uk
Twitter: https://twitter.com/sarahpoynton
38 min - Ep 20: Know Your Contracts! Learn Now From An Attorney!
Know Your Contracts! Learn Now From An Attorney!
Welcome to episode 20 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Rebecca Larson and they discuss exactly why it is so important to have a real estate attorney be apart of your real estate transactions, even in the state of California.
Rebecca Larson is a California Real Estate Attorney with a strong background in advanced real estate transactions leveraging her experience as the former owner of a title and settlement company. She is also an attorney in California, graduating from the New England School Of Law. Prior to joining the California Bar in 2019, Attorney Larson was a partner at Redmon, Peyton, & Braswell LLP in Alexandria, Virginia. She and two of her partners owned RPB Title and she was a title insurance producer in Virginia. Rebecca Larson is the owner and principal attorney of Your Home Legal, APC, where she assists clients with resolving real estate disputes, managing risk, and preventing future liability. She is licensed to practice in California, D.C., and Virginia.
Here is what to expect on this week’s show:
- How Rebecca ended up becoming involved in both real estate and law.
- The differences in working within the legal and real estate worlds between Virginia and California.
- The implications of buyers and sellers being the only ones involved in a contract that usually don’t have attorneys (in California).
- The difference between mediation and arbitration, and why you need to understand what choosing one over the other means for you when conflict arises.
- Parts of a real estate contract that buyers and sellers often run into trouble with due to a lack of legal knowledge.
- Why an attorney is necessary in a transaction even if everything is running perfectly smoothly.
- A story when Rebecca was able to save the day, and a boat load of money, for a client she was working with.
- Why you need to focus on documenting everything during a transaction.
- The biggest mistake that Rebecca made that ended up being a blessing in the end.
Links Mentioned:
www.yourhomelegal.com
Connect with Rebecca:
Instagram: https://www.instagram.com/yourhomelegal/
Facebook: https://www.facebook.com/yourhomelegal
LinkedIn: https://www.linkedin.com/in/rebecca-larson-realestateattorney/
YouTube: https://www.youtube.com/channel/UCKGo1-riFEUBpBLXITy6mcQ
37 min - Ep 19: Building Massive Wealth Through Commercial Real Estate
Building Massive Wealth Through Commercial Real Estate
Welcome to episode 19 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Eric Lochtefeld to the show and they discuss his approach to investing in real estate and how he has created his massive wealth.
Eric Lochtefeld, co-author of Purpose Code, is a massively successful investor and strategist specializing in helping entrepreneurs leverage their receivables business to create huge personal wealth. In his 25 year career, he’s established 20+ entities producing $300 million in revenue. Eric’s latest venture is travelling the world to teach asset wealth management. He forges new trails with revenue focused entrepreneurs in different industries to create wealth without needing to rely on increasing your top line revenue. Also the owner of Bliss Island Resort in Hawaii, Eric hosts exclusive personal and professional development retreats for entrepreneurs to unlock their potential.
Here is what to expect on this week’s show:
- Eric’s background and how he got into real estate after being in Silicon Valley and being in tech.
- How Eric saw his net worth move from $1m to $50m in 7 years.
- How Eric loves the business model of people loving the assets they already own.
- Information about the net savings of the average American and how that relates to real estate.
- The markets that Eric is investing in right now.
- How COVID has affected the real estate market.
- A story about when a deal went south and Eric learned a great deal from it.
- Why real estate is the best way to build wealth.
Links Mentioned:
Assetwealth.com
blissisland.com
Connect with Eric
LinkedIn: https://www.linkedin.com/in/ericlochtefeld/
47 min - Ep. 18: Will There Be A Wave Of Foreclosures In Our Near Future?
Will There Be A Wave Of Foreclosures In Our Near Future?
Welcome to episode 18 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Sean O’Toole to the show and the discuss his website PropertyRadar.com (and PropetyForclosure.com), how he offers the stellar tools for real estate investors that he does, and the future of the real estate market (coming from the guy who predicted the crash of ’08 in ’05).
Having started his first software company at age 18, Sean O’Toole has been a serial entrepreneur for 25+ years. He took a break from tech in 2001 and began buying foreclosures. Besides being great timing, he found it to be a fascinating business, to say the least. With the launch of ForeclosureRadar.com he brought together his passions for technology, real estate, finance and economics to build something great. He has now begun to fulfill a larger vision with the launch of PropertyRadar.com with the continued goal of bringing greater transparency and stability to the real estate market.
Here is what to expect on this week’s show:
- Sean’s background and how he went from multiple Silicon Valley startups into real estate and then starting Property Radar.
- The patterns and trends that Sean saw in those in the foreclosure real estate market and how he initially was able to see a 55% return on his capital.
- How coming from tech helped Sean as he moved into the real estate data business.
- How Sean’s company Foreclosure Radar actually helped him and others to find great deals that were being foreclosed on.
- The tools that Sean employed on his website to level the playing field in terms of who got to see accurate foreclosure data.
- How it was that Sean saw the crash of 2008 very early on, all the way back in 2005.
- What does Sean see for the economy and the housing market right now looking into the immediate future (this is very interesting!).
- For those who are interested in foreclosures, the process that Sean uses when evaluating foreclosures.
- Where the real opportunity is in the real estate market and the steps one has to take so as to be able to take advantage of it (hint: it’s about differentiators).
- How to use Sean’s platform and app correctly to find their next deal.
- An almost big mistake that Sean made, which almost kept him from being a real estate investor, and what you can learn about it for your own investing.
Links Mentioned:
PropertyRadar.com
ForclosureRadar.com
Connect with Sean & Property Radar:
Twitter: https://twitter.com/seanotoole
Instagram: https://www.instagram.com/propertyradar/?hl=en
LinkedIn: https://www.linkedin.com/in/seanotoole/
Facebook: https://www.facebook.com/PropertyRadar/
Email: [email protected]
45 min - Ep 17: From Selling A Massive Tech Company to Becoming a Renown Real Estate Investor
From Selling A Massive Tech Company to Becoming a Renown Real Estate Investor!
Welcome to episode 17 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Zain Jaffer to the show and they discuss his amazing story of how he went from being successful in the tech industry to moving into many different facets of real estate investing. This episode is filled with useful advice and stories.
Zain is the owner of Zain Ventures. This private investment company holds a diverse portfolio of real estate, startups and many other assets. Zain has had a long-term focus on Commercial Real Estate, and Zain Ventures has 21 investments spanning the U.S., an independently owned and operated direct portfolio of more than 400 units.In addition to Zain Ventures, Zain is also a partner at Blue Field Capital, a US real estate investment firm, where he works with other real estate investors and manages the Bluefield Strategic Fund, one of Blue Field Capital’s most dynamic endeavors in the world of commercial real estate. Here, Jaffer focuses on joint venture partnerships, technology, and investor relations.
Here is what to expect on this week’s show:
- Zain’s background story and how he went from selling his tech company to becoming very successful in real estate.
- Zain’s current strategy to grow his portfolio and what types of property he likes to invest in, including some very unique ones you may not be aware of.
- The ways that Zain invests passively and some of the results he has seen.
- The differences in being a General Partner and a Limited Partner and what Zain is drawn to being in different scenarios.
- A breakdown of the important metric of IRR, or internal rate of return, and why it’s considered a “dangerous” metric.
- The technological tools that are on the horizon for helping real estate investors.
- How can beginner investors use technology to differentiate themselves and increase their chance of success in real estate.
- A helpful breakdown of how exactly Zain goes about finding the promising deals that he routinely finds.
- What exactly is a “ghost kitchen” and how does one invest in them?
Links Mentioned:
PropTechVC.com
Blueshorefinancial.com
http://zain-ventures.com
Connect with Zain and Zain Ventures:
Twitter: http://twitter.com/zainjaffer
YouTube: https://www.youtube.com/channel/UC2BQgfHHr1jBEpRytga_xkw
LinkedIn: http://linkedin.com/in/zainjaffer
Facebook: https://www.facebook.com/zain.jaffer
49 min - Ep 16: Investing Through Private Equity For Tax Benefits & Passive Income with Alina Trigub
Investing Through Private Equity For Tax Benefits & Passive Income with Alina Trigub
Welcome to episode 16 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Alina Trigub to the show and she shares her wealth of knowledge about investing in real estate through private equity to create passive income as well what she has learned as a real estate investing educator.
Alina Trigub is the Head of Investor Relations at TF Management Group LLC. There she spearheads marketing and investor relations, as well as education activities.Alina’s expertise had been built upon her personal journey as an equity investor, as well as through SAMO Financial – the company she founded and built to provide education and alternative investment options to her clients. Alina is the founder of two Meetup groups named, “The Power of Passive Investing through Real Estate”, in New York and New Jersey that are now merged into a single virtual group (until further notice). As part of helping investors to obtain education about alternative investing, Alina offers instructional webinars in collaboration with various administrators of self-directed IRA companies.
Here is what to expect on this week’s show:
- Alina’s backstory and how she got started in real estate after immigrating to the U.S. and initially going into accounting and then IT.
- Why she was drawn to investing in private equity, the tax benefits it gave her, and how an initial investment snowballed into her startingSAMO Financial.
- How Alina got involved with TF Management Group during Covid, keeping SAMO as a sister company providing real estate investing education.
- A breakdown of how investing in real estate through private equity provides substantial tax savings and therefore is a great way to invest one’s money.
- What type of asset class and property does Alina look to invest in at TF Management?
- Why is Alina so passionate about real estate investing, to the point where she teaches it to others (partly through her meetup group The Power Of Passive Investing)?
- Common concerns Alina sees from people who are looking to invest in real estate for the first time, and what’s essential about the first deal.
- Why a mindset shift is crucial to be successful in your first few real estate deals, and what that actually means.
- Why hiring a very good real estate attorney is important for any new real estate investor.
Links Mentioned:
Alina’s YouTube: https://youtube.com/channel/UC07Pa3jMoHNCippf1TKbhPA
SAMOfinancial.com
Connect with Alina& SAMO Financial:
Instagram: https://www.instagram.com/alinatrig/
LinkedIn: https://www.linkedin.com/in/alinatrigub/
Facebook: https://www.facebook.com/alina.trigub%20
39 min - Ep. 15: Real World Advice About Wholesaling, Fix-and-Flips, Investing And More with Ryan Zomorodi.
Real World Advice About Wholesaling, Fix-and-Flips, Investing And More with Ryan Zomorodi
Welcome to episode 15 of The Multifamily Millionaire: Real Income From Real Estate podcast with Jason Lee. This week Jason sits down with Ryan Zomorodi and they discuss all the ways in which he invests in real estate, which include fix-and-flips, wholesaling, as well as more traditional real estate investing.
Ryan Zomorodi is a San Diego, CA based real estate investor and entrepreneur. He is a founder and the VP of Real Estate Skills. Ryan helps house flippers and multifamily investors raise capital for residential value-add projects around the U.S.Ryan heads the identification, acquisition, rehab, leasing, management, and maintenance of rental and fix-and-flip properties across twelve states and counting. He has over 9 years of business and real estate experience, including a business management degree with a specialization in entrepreneurship and a minor in marketing from San Diego State University.
Here is what to expect on this week’s show:
- Information about Ryan’s real estate education company that helps people become real estate entrepreneurs with an emphasis in wholesaling houses, fixing, flipping and buying rental properties.
- Information about rz Holdings, Inc, which is Ryan’s real estate investment company.
- What wholesaling is and how Ryan makes money through it.
- How Ryan find the great deals that he is able to find, of properties that are often below market value.
- Why Ryan chose to go into real estate, a story that begins with him owning the house he lived in during college.
- Based on what Ryan knows from his real estate skills company, what are the most common first mistakes he sees real estate investors making.
- Advice about performing fix-and-flips and what’s so important about finding the right contractor to work with.
- Lessons learned about doing new builds, which present unique challenges but also opportunities.
- What are some of Ryan’s favorite sub markets around the U.S. to invest in right now.
Links Mentioned:
www.realestateskills.com
Connect with Ryan:
Facebook: https://www.facebook.com/ryan.zomorodi
LinkedIn: https://www.linkedin.com/in/ryanzomorodi/
Instagram: https://www.instagram.com/ryanzomorodi/?hl=en
44 min - Ep. 14 Learn How To Create Passive Income By Investing In Real Estate Debt
Learn How To Create Passive Income By Investing In Real Estate Debt
Welcome to episode 14 of The Multifamily Millionaire: Real Income From Real Estate podcast with Jason Lee. This week Jason sits down with Marco Bario and they discuss the unique way he invests in real estate, in which he buys “paper” as opposed to property in the traditional sense.
Marco is the president of Porch Swing Funding, where they purchases existing seller-financed real estate loans and provide note holders lump-sum cash, rather than continuing to collect payments from borrowers over time. He is also an investor in single-family rentals and participates as a passive investor in syndications – including manufactured home communities, self-storage facilities, multi-family housing, senior housing, and automated teller machines. Prior to full-time investing Marco enjoyed a successful career as a Producer and Executive in the Los Angeles Entertainment Industry.
Here is what to expect on this week’s show:
- Marco’s backstory and how he went from a successful career in the entertainment industry in L.A. into real estate.
- What enticed Marco about the note holding side of the real estate industry, and the different types of “paper” he invests in.
- A breakdown of how exactly Marco makes money through purchasing loans as opposed to property.
- How Marco sources and buys these unique types of deals, as well as how he markets to mom-and-pop note holders.
- Why Marco likes creating guaranteed cash flow through this investment option as opposed to others.
- The types of syndication real estate groups Marco likes to passively invest in, and how he finds them.
- What Marco’s first real estate deal was (which he still is involved in), what he learned from it, and is still learning from it today.
- What challenges Marco is seeing in the real estate industry at this moment.
Links Mentioned:
porchswingfunding.com
Connect with Marco& Porch Swing Funding:
Twitter: https://twitter.com/marco_bario
Facebook: https://www.facebook.com/pg/porchswingfunding
LinkedIn: https://www.linkedin.com/in/marcobario/
39 min - Ep. 13 How To Go Big And Go Bold In Real Estate With Monte Lee-Wen
How To Go Big And Go Bold In Real Estate With Monte Lee-Wen
Welcome to episode 13 of The Multifamily Millionaire: Real Income From Real Estate with Jason Lee. This week Jason welcomes Monte Lee-Wen to the show and they discuss Monte’s very interesting (and successful) approach to investing in commercial multifamily real estate.
Monte Lee-Wen is the Founder and Chairman of the Board of Casoro Group. Monte champions a unique investment philosophy which involves evaluating and taking advantage of opportunities where superior risk-adjusted returns can be realized. Having started and run several companies since the mid-1990s, Monte is a seasoned entrepreneur with a vested interest in supporting new business enterprises. He is heavily involved in board positions and guidance committees of many private and public initiatives nationwide and is also an active member of the Austin chapter of the World Entrepreneur’s Organization.
Here is what to expect on this week’s show:
- How and why did Monte get into commercial multifamily after the very unique start to his professional life?
- How Monte views real estate as a way to “go big and go bold” as well as a great way to build wealth.
- The experience of getting investors and closing deals as a young twenty-something, well before he should have been.
- Information about Monte’s first deal, where he found an unusual seller who was ready to exit their commercial multifamily property.
- Some simple ideas about how to build trust and rapport with potential clients.
- Ideas about how to really understand the opportunity a property presents, especially when you are not already familiar with it.
- What vision and criteria Monte looks for when evaluating commercial multifamily properties.
- The differences in quality of residency base and how that information should play into your commercial investing decisions.
- Should you put your own money into deals or try to use only others’ money when going into a new deal?
Links Mentioned:
https://casorogroup.com
Connect with Monte:
Twitter: https://twitter.com/monteleewen
Instagram: https://www.instagram.com/monteleewen/
LinkedIn: https://www.linkedin.com/in/montelw/
45 min - Ep 12 Decentralizing Real Estate Investing With The Pocket Properties App
Decentralizing Real Estate Investing With The Pocket Properties App
Welcome to episode 12 of The Multifamily Millionaire: Real Income From Real Estate. In this episode Jason sits down with Marshall Singh, ChrisRumper, and Stanley Glover. They are the people behind the Pocket Properties App.
Pocket Properties is a mobile focused platform that allows people to buy, sell and trade fractional shares of real estate for less than $10. Pocket Properties democratizes real estate investing just like Robinhood democratized stock trading. You can even collect monthly rent dividends. There is no hassle, no headaches, no management. It aims to be truly passive real estate investing.
Here is what to expect on this week’s show:
- What the Pocket Properties app is and how it is trying to revolutionize investing through decentralized fractional investments.
- How the tax laws and the ability to leverage real estate make it a unique way to invest one’s money.
- Stanley’s first experience investing in real estate, which initially began syndication and then moved on to whole sales.
- An explanation of what whole selling really is, and why it’s important to know about.
- The joys of working in a real estate startup, where every day is very different than the last one.
- How Pocket Properties is making real estate investing available to the masses, and what the benefits of it are.
- How is investing through the app different than investing through a REIT?
- Advice for first time real estate investors& information on how to get involved or invest in the Pocket Properties app.
Links Mentioned:
https://www.pocketpropertiesapp.com
Connect withPocket Properties:
Twitter: https://twitter.com/pocketpropsapp
Instagram: https://www.instagram.com/pocketpropertiesapp/
Facebook: https://www.facebook.com/Pocket-Properties-App-102901385100483
LinkedIn: https://www.linkedin.com/company/pocket-properties/
27 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.
Hosted by Jason Lee, founder and CEO of Nara Advisors Inc., a Commercial Real Estate Investment Firm that has closed over $600 million in transactions since 2021. Jason owns and operates 150 units in San Diego with a total portfolio value of $80,000,000+.
This show dives deep into the strategies the wealthy use to protect what they've built.
Each episode features candid conversations with top trust attorneys, estate planners, financial advisors, tax strategists, real estate experts, and more. Whether you're building your empire or planning your legacy, Protect Your Wealth gives you the insights and tools to make smarter decisions with your money, your properties, and your future.