Purpose-Driven Wealth

Episode 75 - Living A Fantastic Life

If you find life to be always a constant struggle between getting by and getting even, take a moment to join us in this inspiring episode of the Purpose-Driven Wealth podcast. Join Mo Bina as he talks with Craig Coppola author of The Fantastic Life and a founding principal of Lee & Associates Arizona, as they discuss about living a fantastic life along with simple but powerful concepts to help you take that step towards it.

Here's what you will expect in this episode… From baseball to real estate, how Craig got started About Craig's book: The Fantastic Life The 2% rule and living the fantastic life Doing nothing in moderation Knowing your stories Turning negative to positive thoughts Get a win every day. Catching Hope Clarity Finding your Purpose On getting knocked down by life Charity and community Hiking and "10% for the Trail"

About Craig Coppola:

Craig Coppola have been a Commercial Real Estate office broker for over 37 years and one of the eight Founding Principals of Lee & Associates Arizona. He is the highest producing broker in Lee and Associates' 40+ history and have completed over 3,900 office space transactions. He is also the current CEO of CRE OneSource, an online collaboration platform that is elevating the way commercial real estate professionals complete transactions.

He currently holds the top three industry designations: CCIM, SIOR, and CRE. Less than 33 people worldwide hold all three designations. He is also one of only 17 professionals in Arizona who hold both CCIM and SIOR designations. In 2020, he received the NAIOP Award of Excellence.

Craig Coppola Links: Website: https://thefantasticlife.com/ Blog: http://lifeies.com/ LinkedIn: https://www.linkedin.com/in/craigcoppola/ https://www.gettingunplugged.com/about https://c2advisors.com/

Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

Episode 74 - Investing Like A Data-Driven Guru

Data Science is everywhere. It is applicable even in the commercial real estate business, as a way to understand and be ahead of the market trends. Think about corporate offices and how much difference there is in utilization pre and post COVID 19; having access to simplified data science gives you the ability to make the right choices in the right time.

Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with Neil Bawa of Ugro and Grocapitus about the strategic perspective of applying data science in commercial real estate investment companies. Also in the discussion are very valuable insights into the current events on interest rates, inflation, and world economy.

Here's what you will expect in this episode… How Neal started in Real Estate Applying Data Science in Real Estate and simplifying it for anyone interested. Investing opportunities in smaller cities. Following data science even if it means reinventing your approach regularly Understanding Build to Rent and Quality of Tenants Asset classes growth changes over time The debacle of office buildings On interest rates, inflation and recession Outlook on the US and world economy Why the US is the strongest economy.

About Neal Bawa:

Neal Bawa is CEO / Founder at UGro and Grocapitus, two commercial real estate investment companies. His companies use cutting edge real estate analytics technology to source and acquire OR build large Commercial properties across the U.S., for nearly 800 investors. The current portfolio over 4,800 units, has an AUM value (upon completion) of over $1 Billion. He shares his team's unique and cutting-edge real estate data methodologies to connect with geeky and nerdy (or just data driven) investors who share his vision - That Data beats gut feel by a million miles. Over 10,000 real estate investors have taken his free Real Estate Data Analytics course on udemy.com and the course has over 1,000 five-star reviews. Neal speaks at dozens of real estate conferences across the country and virtually, on the Internet. Over 5,000 investors attend his multifamily webinar series each year and hundreds have attended his Magic of Multifamily boot camps. His facebook and meetup groups have tens of thousands of investors.

Neal Bawa Links: https://multifamilyu.com/

Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

Episode 73 - Don't Be Fooled By The Financial System

Investing in the stock market is an enigma to most, even in those who invest in it. There is a massive amount of data to process, and you wouldn't know where to start. What if you can find that staring perspective that provides a very detailed insight into the stock market game?

Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with Gil Baumgarten about the Securities and Investment Industry and several key concepts to give you a unique insight into stock market investing.

Here's what you will expect in this episode… How Gil started: from a broker to starting his own firm. On financial advice: difference between a broker and a fiduciary How Segment works with Schwab, their primary custodian. Advantages of ETF over actively managed mutual funds. Advantage of having an advisor Chasing hot stocks and generating losses. The way to build wealth. The kind of company Warren Buffet buys. Beta versus Alpha and the correct way to look at dividends. Talking about Gil's book Why people are making bad decisions on buying stocks. Understanding the market game. Finding somebody who understands the market.

About Gil Baumgarten:

Gil Baumgarten is a 38-year veteran of the securities and investment industry. After beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top producer for UBS and Smith Barney, what is today Morgan Stanley. However, Gil found Wall Street routinely emphasized its own interests over those of the client. In 2010, Gil left the brokerage world to start Segment, a fee-only firm where the interests of the client could align with the interests of the firm. The Houston Business Journal ranks Segment among the Largest Houston-Area Wealth Management Firms. In 2021, Gil published his first book, FOOLISH: How Investors Get Worked Up and Worked Over by the System.

Gil Baumgarten Links: Segment Wealth Management: https://segmentwm.com/ FOOLISH the book: https://segmentwm.com/blog/ Gil's Musings: https://gilbaumgarten.com/book/ Disclosure: https://segmentwm.com/important-disclosure-information/

Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

In this episode of the Purpose-Driven Wealth podcast, Mo Bina sits down with Michael Drew, a publishing industry expert with over 1000 number-one book rankings on Amazon. Drew, the co-author of Pendulum, discusses the concept of societal cycles and how they influence marketing, politics, and social media. He also delves into the dangers of taking good things to an extreme and demonizing those who hold different values. Join the conversation as they explore the rise of counterculture movements, the loss of personal freedom in the digital age, and the significance of the zenith point in societal change. Don't miss out on this thought-provoking discussion on the evolution of societal values and their impact on our lives.

Here's what you will expect in this episode…

Bestselling author and publishing industry expert discuss book marketing and co-authoring 'Pendulum'" Understanding the Me vs. We Cycle in Human Psychology Exploring Cultural Cycles and their Impact on Society Discussing Censorship, Freedom, and Lazy Stupidity And so much more!

About Michael Drew:

Michael Drew is a marketing expert, author, speaker, and coach who has promoted 109 books to the New York Times best-seller list. He founded Promote a Book, a marketing agency that specializes in marketing authors and their work. Michael's purpose is to help others find their voice and share it in the most effective, persuasive, individual, emotional, and transparent way possible. Over the course of more than a decade, he has helped hundreds of authors hone their message and strengthen their voice, launching over 79 books onto national bestseller lists. Michael is passionate about teaching people how to understand the market, refine their message, and truly speak to today's and tomorrow's customer.

Michael Drew Links: http://promoteabook.com/ http://bookretreat.com/ http://bookoutlining.com/ https://www.youtube.com/watch?v=04c8e_W8jmg LinkedIn: https://www.linkedin.com/in/michaelrdrew/

To access a free copy of Pendulum, please use this link: https://www.dropbox.com/s/yfuj2xktztkovyg/Pendulum%20Book%20Update.pdf?dl=0

Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

Take advantage of this episode 71 of the Purpose-Driven Wealth podcast! Join Mo Bina and his guest, a certified block chain professional and author Jesse Berger, as they discuss Jesse's book "Magic Internet Money" and Bitcoin's potential as a means for human freedom. Berger explores the differences between fiat currency and Bitcoin, highlighting Bitcoin's fixed amount, predetermined schedule, and tangible cost in mining. He also discusses the drawbacks of Bitcoin and how it can be a more attractive alternative to fiat currencies in countries experiencing high inflation. The conversation emphasizes the importance of individual responsibility in learning about Bitcoin and thinking critically about information and the potential benefits of adopting block chain technology.

In this episode, you will learn about…

Bitcoin and the concept of sound money, including the qualities and characteristics that make money fundamentally better. Jesse's book on Bitcoin covers various topics such as the origins of Bitcoin, the definition of money, the role of economics, innovation, resilience, scarcity, competition, governance, freedom, and drawbacks of Bitcoin. The potential impact of central bank digital currencies on Bitcoin and the outlook for Bitcoin in the future Various aspects of Bitcoin and its potential to revolutionize the financial system And so much more!

About Jesse Berger:

Jesse Berger, the author of the best-selling book "Magic Internet Money: A Book about Bitcoin," believes that fixing money can fix the world. With over ten years of experience in consulting in financial services, market research, project management, and writing about Bitcoin, Berger has managed investments for high-net-worth clients, led projects for business owners and Fortune 500 executives, mentored graduate students, and coached colleagues. In 2016, he even led the winning team of The Economist magazine's 2016 MBA Investment Case Competition. In 2020, Berger self-published his book, which has become a hit in the crypto world. With his expertise in the field, Berger explains the concept of sound money and how Bitcoin can be an alternative to fiat currency.

Catch Jesse Berger on... Website: www.magicbitcoinbook.com Twitter: https://twitter.com/jayberjay LinkedIn: https://www.linkedin.com/in/jesseberger1/

Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

Take advantage of this episode 70 of the Purpose-Driven Wealth podcast! Join us as we welcome Chris Rawley, a 29-year military veteran and founder of Harvest Returns, who discusses an innovative investment platform that brings together investors and farmers in the agriculture industry. Discover how Chris' extensive travels in Africa led him to invest in farms and start his platform, which democratizes access to agricultural investments beyond the reach of smaller farmers and those in niche agrarian spaces. From grass-fed cattle to indoor agriculture and hydroponics, we explore the many investment opportunities in this wide-open space, often providing safe and risk-adjusted yields. Tune in as we discuss everything from commodities and inflation to crowdfunding and different investment strategies within the industry.

In this episode, you will learn about…

Chris's background and how it led to his involvement in agricultural investing Harvest Returns, a platform for investing in agriculture, and the niche agricultural spaces it focuses on Indoor agriculture and its various types, including hydroponics, greenhouses, and vertical farms Investment opportunities in the agricultural space And so much more!

About Chris Rawley:

While serving as a career naval officer, Chris Rawley visited dozens of war-torn and poverty stricken countries and began to appreciate the importance of agriculture to every single person on earth. As a professional investor with this new found appreciation, he decided to invest in a farm, but quickly discovered that these types of assets were inaccessible to the average person. The problem drove him to create Harvest Returns in 2016 to democratize investments in agriculture.

Rawley has held corporate management roles in Jones Lang LaSalle, Electronic Data Systems, L-3 Communications, and served as a defense consultant at Special Operations Command with Blackbird Technologies. He has invested in real estate and income-producing agriculture for nearly two decades. Rawley is an angel investor in early stage agriculture and food companies, including the Indian agriculture FinTech company Jai Kisan. He serves on the advisory board of the AgTech start-up AgroFides.

Catch Chris Rawley on... Website: https://www.harvestreturns.com/ Facebook: https://www.facebook.com/harvestreturns/ LinkedIn: https://www.linkedin.com/in/chrisrawley/

Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

Take advantage of this special episode of Mo Bina's Purpose-Driven Wealth podcast with his guest Noel Bagwell. Noel shares his journey of overcoming trauma and how he founded his leadership consultancy firm "Lead Again" to help others do the same. With a background as a practicing attorney and a philosophy degree, Noah delves into the importance of self-leadership and how to regain confidence and trust after a setback. He also discusses his experience with depression, anxiety, and weight loss and the role love and support played in his recovery. Noah also shares insights on overcoming financial trauma and the importance of a rational mindset in decision-making. This episode is a must-listen for anyone looking to lead again after a setback.

In this episode, Noel talks about… Lack of confidence and its causes Importance of self-leadership Coping with depressive symptoms and anxiety caused by change and loss of control The role of support and love in healing from trauma Healing from trauma with regard to investment-related setbacks And so much more!

About Noel Bagwell:

Noel Bagwell is the founder of Lead Again™, a trusted advisor to entrepreneurs, investors, executives, and other business professionals. With over a decade of experience, Bagwell helps his clients overcome any setback and reclaim calm amid crisis.

Bagwell offers leadership coaching and mentoring services in the areas of self-leadership, family leadership, corporate or organizational leadership, community leadership, or a combination of these. The roots of his coaching services began informally as an outgrowth of his legal practice. Bagwell has a strong background in philosophy and theology and extensive experience in working through issues related to personal loss and trauma. This has positioned him to provide insight and support to his clients, beyond the scope of the attorney-client relationship. In 2022, Bagwell formalized his services and founded Lead Again™, and is also the author of the forthcoming non-fiction book, "Lead Again: Overcome Any Setback and Reclaim Peace Amid Crisis".

Catch Noel Bagwell on... Website: https://linqapp.com/noel_bagwell Facebook: https://www.facebook.com/LeadAgain/

Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index

Join Mo Bina and guest, Richard Wilson, CEO, and Founder of Family Office Club, as they discuss safeguarding assets from minor mistakes to prevent severe financial harm and his journey from cold calling to what he is in the industry today. Richard shares that the family office has nothing to do with setting up an office in a house. Instead, it is about needing someone to help plan one's business holistically and look over the balance sheet as one gets wealthier. Because one mistake, like forgetting to file something on time, could have paid for a full-time person to prevent errors from happening. He also talks about the different lessons he learned in every stage of his search for that one niche that will put him in the position of an expert over time. There's more to unpack in this episode! Tune in and enjoy!

In this episode, Richard talks about:

• What drew him to the family office industry
• Creating a family office dashboard
• The turning point in his career
• The value of having an extensive network
• The importance of structuring your investments
• More!

About Richard Wilson:

Richard is a third-generation Eagle Scout, husband, and father of 3 living in Scottsdale, Arizona. He is the CEO & Founder of the Family Office Club, the #1 largest association of over 3,000 registered ultra-wealthy families and their family offices. Richard has helped create and formalize 100+ family offices and counts a shark from Shark Tank, several billionaires, many REITS, and 500+ investors with an average net worth of $28M as clients. Richard works with clients through InvestorClub.com and Doctor's Investor Club, where he helps them access top-screened direct investments. In addition, Richard's 20-person team also operates multiple media platforms, including Dentist Investors, LLC, InvestorResidences.com, Billionaires.com, and CommercialRealEstate.com.

Richard has written three #1 bestseller family office books on Single Family Offices, How to Start a Family Office and Centimillionaires ($100M+ net worth families). Richard has an undergraduate degree in business, an M.B.A., and has studied post-masters psychology through Harvard University's ALM Division.

Catch Richard Wilson in:

Website: https://familyoffices.com/

https://investorresidences.com/

Email him at: [email protected]

Connect with Mo Bina on:

Website: https://www.high-risecapital.com/

Medium: https://mobina.medium.com/

YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured

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

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:

https://www.high-risecapital.com/resources-index

In this episode, Mo Bina is joined by guest Jefferson Lilly, founder, and managing partner of Park Avenue Partners, a company focused on expanding the supply of affordable housing. Jefferson believes that growing a business means making himself irrelevant as an owner. It means hiring people to do all the needed processes in the business operations. It also means placing a system for accountability, so you know the status of your business, if all the rent has made it into your bank account, how many tenants have not paid, whether they were given late notice, etc. He also shares how he started and how he scaled his business. To learn more about how Jefferson did it, tune in and enjoy!

In this episode, Jefferson talks about…

• Why mobile home parks are the best investment niche within real estate.
• Helping potential owners connect with a lender or finance
• How people are changing their perception of mobile home parks.
• What are mobile home parks 1.0 and 2.0?
• How do you see the mobile home park space moving forward?

About Jefferson Lilly…

Jefferson Lilly is the founder and managing partner of Park Avenue Partners, which acquires and improves mobile home parks to expand the supply of affordable housing. It is their mission to generate above-average risk-adjusted returns for their limited partners and increase the supply of affordable housing for low-income Americans.

Catch Jefferson Lilly on…

Website: https://www.parkavenuepartners.com/

Connect with Mo Bina on…

Website: https://www.high-risecapital.com/

Medium: https://mobina.medium.com/

YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured

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

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:

https://www.high-risecapital.com/resources-index

Join Mo Bina and guest, Gabriel Sadoun, as they discuss tokenization and liquidity. Gabriel explains the essentials of blockchain and tokenization. He also shared about their white label portal where investors can view various assets and then go through the KYC signature data room. This signature will provide extra protection as it makes one's wallet unhackable even if one has been tricked into revealing their key. For real estate investing, they provide tokens on various blockchains in a peer-to-peer trading module to provide liquidity to their investors restricted within that initial group of investors. If issuers want to go further than that, they can plug them into exchanges. So they take care of everything from A to Z, regarding the technology side of things, so that people don't have to hire an army of coders and build a platform from scratch. This episode has more to unpack, so tune in to learn more!

In this episode, Gabriel talks about:

• Blockchain and how it works
• Tokenization
• Difference between tokens and coins
• How can blockchain and tokenization add liquidity to various securities
• Metamask wallet
• More!

About Gabriel Sadoun:

Gabriel is the head of US business development for DigiShares, which he joined in April 2021 to help bring automation and liquidity to real assets market.

Catch Gabriel Sadoun on:

Website: https://digishares.io/

LinkedIn:

https://www.linkedin.com/company/digishares

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

Twitter:

@DigiSharesDK

@GabrielSadoun

Connect with Mo Bina on:

Website: https://www.high-risecapital.com/

Medium: https://mobina.medium.com/

YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured

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

For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:

https://www.high-risecapital.com/resources-index