Diane Forster is the 2020 Global Excellence Award Winner for Life Coach of the Year in California. She is an Executive Contributor for Brainz Magazine. She is a Certified Coach, Mentor, Mastermind Facilitator, and NLP Practitioner, Certified Practitioner in Human Interaction Technology. She is the best-selling author of “I HAVE TODAY: Find Your Passion, Purpose and Smile…Finally!” and five other books. Her LIVE TV Show along with her Podcast, “I Have Today with Diane Forster” and all her other products and programs help people live enriched, empowered, inspiring lives.

In Diane’s Mindset Coaching Practice, she uses her unique processes that produce rapid, positive changes for her clients. They call her, “The Miracle Queen” and the “Dream Come True Maker.” Her 3-step processes, including “Love It! Thank It! Bring It!,” her customized “Mantra Meditations” and her two-part approach called, “Genifesting” allow her clients to feel better, more inspired, and happier while manifesting the changes they seek in their lives, both personally and professionally, incredibly quickly.

 

[00:01 - 05:55] Opening Segment

Get to know Diane Forster

Diane introduces herself and her companyEspecially for women in their second lives

Independence, Freedom, Passion, and Purpose

 

[05:56 - 12:58] Mastering a Success Mindset

An idea in the kitchen winning an Innovation Award

Diane’s Wake Up Call

It starts with the mindset

What are limiting beliefs and how do you get over them?Fear loves familiarity

 

[12:59 - 25:56] The 8 Step Success Blueprint  

Awareness Begets Change

How to not lose your power at the start of the day

The 8-Step Blueprint for Success

It’s always part of the growth experience

 

[25:57 - 34:25] Closing Segment

Quick break for our sponsorsGroundfloor offers short-term, high-yield real estate debt investments to the general public. Check www.passivewealthstrategy.com/groundfloor/ to get started.

What is the best investment you've ever made other than your education?Her children

Diane’s worst investmentAn investment with a friend

What is the most important lesson that you've learned in business and investing?“Always trust your intuition and trust your gut.”

Connect with my guest. See the links below.

 

Tweetable Quotes:

“If you're not happy, then something needs to change.” - Diane Forster

“Feed this mind and feed ourselves the positive things.” - Diane Forster

“As long as you have the will to make it happen, you will find the way you really will find the way.” - Diane Forster

------------

Connect with Diane Forster through [email protected], Facebook, Instagram, Twitter, and LinkedIn.  Visit their website https://dianeforster.com/. 

 

Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/

Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms. 

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes

Brian T. Bradley, Esq. is a nationally recognized Asset Protection Attorney. He has been interviewed and a featured guest on many top shows such as Flipping America Podcast with Roger Blankenship the “Flipping America Guy” and a member of the Forbes Magazine Real Estate Council. SharkPrenuer hosted by Kevin Harrington (the original Shark on the hit TV show ‘Shark Tank’ and inventor of the infomercial), Simple Passive Cash Flow with host mastermind investor Lane Kawaoka, White Coat Investors, Best Advice Ever with super host Joe Fairless (the host of the longest-running REI show).

Brian was selected to the Best Attorney’s of America’s List 2020, Lawyers of Distinction List three years in a row (2018, 2019, 2020,) Super Lawyers Rising Star List 2015, nominated to America's Top 100 High Stake Litigators List, nominated to the 2017 Law Firm 500 Award. Brian also writes on high-end asset protection

[00:01 - 03:13] Opening Segment

Get to know Brian Bradley

Bio

 

[03:14 - 12:38] Asset Protection for Real Estate Investors

Just Like Modern Estate Planning

“Success leaves clues” - Tony Robbins

Outgrowing LLCs

How to Manage Different State LLCsWhat are you holding? 

What state is it located at?

 

[12:39 - 27:02] Asset Protection: Layering and Leveling Up

Limited liability company versus limited partnership

How to manage your tax filings

Fraudulent TransfersFraudulent conveyance versus fraud

The power of adding an offshore component

Looking for stronger layers of asset protection

 

[27:03 - 33:51] Closing Segment

Quick break for our sponsorsGroundfloor offers short-term, high-yield real estate debt investments to the general public. Check www.passivewealthstrategy.com/groundfloor/ to get started.

Brian’s favorite personal bookThe Alchemist

Brian’s favorite business bookRich Dad’s Cashflow Quadrant

Where’s your travel destination after the pandemic?Japan or Iceland

Connect with my guest. See the links below.

 

Resource Mentioned:

Indian Palms Country Club Association v. Anchorbank

 

Tweetable Quotes:

“You don't want to mix different state assets all in one LLC.” - Brian Bradley

“At some point, you should be responsible for the negligence of your own decisions.” - Brian Bradley

------------

Connect with Brian Bradley through [email protected], Facebook, Youtube, and LinkedIn.  Visit their website https://btblegal.com/. 

 

Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/

Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms. 

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes

Dave leads a team of experts in acquiring and managing residential and commercial properties that benefit residents, investors, and the planet.  Dave grew up in North Yarmouth, Maine before attending Carleton College.  His Latin American Studies major took him to Bolivia where he co-founded The Spitting Llama Bookstore and Outfitter- a chain of retail stores. Dave has written three books: Youth Renewing the Countryside,  Coffee Smuggler, and Cyber Fire. After earning his MBA at the University of Maine, Portland, he worked as Outreach and Communications  Coordinator for Safe Passage and then as Assistant Director of Annual  Giving for Bowdoin College. Dave has been a real estate investor since  2011 and is a broker for Remax Riverside specializing in commercial and investment property. He co-owns rental 94 units in Southern Maine and enjoys working with owners, residents, and contractors to solve problems and improve communities. Dave has served on the board of the Ecology  School in Saco and his local Budget Committee and Parks & Rec committee.

 

[00:01 - 04:31] Opening Segment

Get to know Dave Holman

Dave shares about himself and what he does

“Doing two full-time jobs at least is not a very sustainable path”

 

[04:32 - 10:02] Journey to Green Energy

Breaking the Stigma: Green Energy and Landlords

How to Reduce Your Environmental Impact and Get Greater Returns

Should you invest in solar panels?

 

[10:03 - 26:29] Improving Real Estate Profits through Green Energy

The Best Thing You Could Do for Buildings

What drives your building ROI up

What is a Demand Response?

Look Out! There’s a lot of greenwashing out there

Window Swap Outs

Electric Vehicles and Charging Stations

“Electricity is going to be the name of the game.”

 

[26:30 - 34:54] Closing Segment

Quick break for our sponsorsGroundfloor offers short-term, high-yield real estate debt investments to the general public. Check www.passivewealthstrategy.com/groundfloor/ to get started.

What is the best investment you've ever made other than your education?An office building

Dave’s worst investmentAn old 1800s brick building renovation

What is the most important lesson that you've learned in business and investing?“It's not the business or the investment, it's the people.”

Connect with my guest. See the links below.

 

Tweetable Quotes:

“The best thing you can do for buildings is also the least sexy, which is to insulate them.” - Dave Holman

“A lot of the energy efficiency improvements you can make to a building have a higher ROI than the building itself does.” - Dave Holman

“Green technology, energy efficiency, all these things don't matter. All that matters is NOI.” - Dave Holman

------------

Connect with Dave Holman through 207-517-5700, [email protected], and LinkedIn.  Visit their websites https://www.holmanhomes.com/ and https://www.katahdinmanagement.com/. 

 

Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/

Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms. 

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes

Ava Benesocky started her real estate career nine years ago in Alberta. Daughter of highly educated accountant parents she was taught the quality of hard work from a young age. Ava was able to become one of the youngest award-winning top agents at REMAX. Two years ago, Ava relocated to Vancouver. Building strong community connections, networking with Real Estate Professionals, and constantly pursuing knowledge in the real estate field has given Ava the experience needed to succeed.  Ava’s greatest asset is her ability to cultivate long-lasting, trusting relationships with clients and investors. Putting people before profits is a model that has helped Ava be successful and appreciated.

 

[00:01 - 04:26] Opening Segment

Get to know Ava Benesocky

Who is Ava and what does she do?

 

[04:27 - 09:37] Why the US?

Why invest in the United States?

Real Estate Private Equity

How CPI Capital made investing in the US easy

How to Apply Your Tax Credits

 

[09:38 - 19:38] International Investors Getting to the US 

Going out of the country

A Fund-to-Fund Structure

Ava talks about management fees

US versus Canada: Securities and Regulations

Long-Distance Investing

Know, Like, and Trust

Canadian Passive Investing Academy

 

[19:39 - 25:37] Closing Segment

Quick break for our sponsorsGroundfloor offers short-term, high-yield real estate debt investments to the general public. Check www.passivewealthstrategy.com/groundfloor/ to get started.

What is the best investment you've ever made other than your education?In herself

Ava’s worst investmentA Louis Vuitton bag

What is the most important lesson that you've learned in business and investing?“Don't try to do it all by yourself. Partner up with somebody who's much smarter than you from day one.”

Connect with my guest. See the links below.

 

Tweetable Quotes:

“It's very important that people understand that you set up your corporate structure properly, or else you'll be double-taxed, and it won't even be worth it at that point.” - Ava Benesocky

“You can be a passive investor and build wealth while you sleep.” - Ava Benesocky

“You have to invest a lot of time in educating yourself and really, really getting yourself ready for taking on a role.” - Ava Benesocky

------------

Connect with Ava Benesocky through [email protected] and LinkedIn.  Visit their website https://www.cpicapital.ca/. 

 

Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/

Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms. 

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes

Jeff Cook lives and breathes commercial real estate and can usually be found at the office. Jeff finds great fulfillment in the transformation of poorly performing properties, resulting in a very attractive product. Jeff graduated with high honors from Binghamton University with a Masters Degree in Public Administration. He started his career as a project manager for a market research company. He began purchasing multifamily properties in the City of Rochester in 1997. He purchased his first mobile home park in 2009

 

[00:01 - 04:03] Opening Segment

Get to know Jeff Cook

Jeff’s Mobile Home Park World

 

[04:04 - 10:53] MHP in New York

Dealing with New York’s Reputation

The Interesting Dynamic of Mobile Home ParksCash for Keys

How Jeff handles collections

Mobile yet not so mobile

 

[10:54 - 24:07] Mobile Home Park Investing in Blue States

More about Cash for Keys

Jeff talks about pads for a park

The Business Plan

How to Make Sellers Believe that they Should be in a Deal with You

Management Nightmares

Jeff’s Real Estate Milestones

How to Exit a $100-Million Mobile Home Park Portfolio

Is there another Jeff Cook out there?

 

[24:08 - 31:31] Closing Segment

Quick break for our sponsorsGroundfloor offers short-term, high-yield real estate debt investments to the general public. Check www.passivewealthstrategy.com/groundfloor/ to get started.

What is the best investment you've ever made other than your education?MPH in Utica, New York

Jeff’s worst investmentHis first office building

What is the most important lesson that you've learned in business and investing?“Due Diligence. Do your due diligence. Double-check and triple-check it.”

Connect with my guest. See the links below.

 

Tweetable Quotes:

“We find the best deals, not exclusively, but our best deals come from relationships.” - Jeff Cook

“Each park definitely has its own personality.” - Jeff Cook

“There's a lot of equity that's looking to be placed in mobile home parks.” - Jeff Cook

------------

Connect with Jeff Cook through 585-233-4699, [email protected], Facebook and LinkedIn.  Visit their website https://www.cookpropertiesny.com/. 

 

Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/

Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms. 

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes

Quick one for you to think about today on Thanksgiving of 2021. We'll be back on Monday with guest interviews. Thank you for your support of the show, if you're enjoying please do share with a friend and leave us a rating & review on Apple Podcasts.

Corinn Altomare is a classically trained musician turned real estate investor.  She spent 13 years in music, 5 years in IT project management, and 8 years in multi-family real estate – where she developed the property management and syndication functions of her company, Hearthfire Holdings.  Her company most recently acquired through syndication a self-storage facility, diversifying the company’s portfolio of commercial and residential multifamily properties.  She is the Co-Founder and COO of Hearthfire Holdings, a Real Estate Investment Advisory, and Syndication firm, with property management services to ensure peak performance and appreciation of each investment.

 

[00:01 - 13:27] Opening Segment

Get to know Corinn Altomare

10 Years in Under 2 Minutes, Corinn’s Life, Career, and Business

How Corinn and her husband found themselves in self-storage

Self-Storage has a Very Business Model

Years of Education

 

[13:28 - 23:08]  Active or Passive Real Estate?

Is this the Right Real Estate Hustle Strategy For You?

Never Forgetting a Long Day at the Office

Behind the Glamour

What keeps the hustle going?

A Whole Nother Level of Learning

Corinn talks about how Hearthfire Holdings is growing

Impactful yet just going with the flow

 

[23:09 - 31:20] Closing Segment

Quick break for our sponsorsGroundfloor offers short-term, high-yield real estate debt investments to the general public. Check www.passivewealthstrategy.com/groundfloor/ to get started.

What is the best investment you've ever made other than your education?Her marriage

Corinn’s worst investmentSheriff sale, fix and flip

What is the most important lesson that you've learned in business and investing?“It's more fun doing it with other folks.”

Connect with my guest. See the links below.

 

Tweetable Quotes:

“To do it right, and to bear that commitment to the building to the neighborhood, and to the people who are hoping to live their lives to the best of their capabilities inside of those buildings is a huge responsibility.” - Corinn Altomare

“We are building something that continues to evolve beyond my original dreams.” - Corinn Altomare

“It's more fun, we go faster, we can do more, and it's much more enjoyable to have people on the ride to share it with you” - Corinn Altomare

------------

Connect with Corinn Altomare through [email protected] and LinkedIn.  Visit their website https://hfireholdings.com/.

 

Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/

Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms. 

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes

Dr. Giordano has been a practicing physician at an academic medical center for ten plus years and has had consecutive designations as a “Top Doctor” in his geographic region. He has also published multiple manuscripts in peer-reviewed journals. He has an avid interest in personal finance and financial education and has formed a personal finance teaching curriculum for residents and fellows at his hospital. He is also an assistant professor at the associated medical school for his hospital. He began exploring real estate investing in 2017 and has now invested in multiple passive syndication deals during that time as a limited partner. He realized there was an unmet need and formed his own tool to better and more efficiently vet passive real estate syndication deals. He has personally experienced the benefit of passive real estate investments as a busy professional but also realized how few of his colleagues were aware they exist. He is now committed to changing that, and feels a passion and calling to bring exposure to passive real estate investments to more professionals to ultimately diversify from the stock market and forge their own path to financial freedom.  He is a proud husband and father of three children, and during his spare time enjoys hiking, exercising, and traveling to explore our beautiful world.

 

[00:01 - 05:30] Opening Segment

Get to know Sam Giordano

Who is Dr.Giordano?

 

[05:31 - 09:25] Passive Syndication Investing 

Income that is Not Taxable Income

Sam’s real estate syndication path

Thank you for the education!

 

[09:26 - 30:08] Finding Opportunities and Evaluating Risks

Criteria for Sponsors

Responding to the Hardest Basic Questions

The Gut Feel is Most Important

Markets and Deals by Sam

Sam talks about taxes and returns

These are more important than the returns

Diversifying income outside of medicine

PassiveAdvantage.com and LP Down Deal Analyzer

 

[30:09 - 39:35] Closing Segment

Quick break for our sponsorsGroundfloor offers short-term, high-yield real estate debt investments to the general public. Check www.passivewealthstrategy.com/groundfloor/ to get started.

What is the best investment you've ever made other than your education?His spouse and faith

Sam’s worst investment“Not taking action sooner.”

What is the most important lesson that you've learned in business and investing?“Don't underestimate the value of education. ”

Connect with my guest. See the links below.

 

Tweetable Quotes:

“So it's really key to sort of establish a relationship with a sponsor, even if in certain offerings, if it's not required, I think it's extremely important.” - Sam Giordano

“There are some other things that are more important in terms of looking at the deal itself, and just the return metrics.” - Sam Giordano

“Education is sort of the kryptonite of fear.” - Sam Giordano

------------

Connect with Sam Giordano through [email protected] and LinkedIn.  Visit their website https://passiveadvantage.com/. 

 

Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/

Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms. 

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes

Prior to self-storage full-time, Zach worked in various management roles at a Fortune 50 Retailer and Fortune 500 Staffing and Recruiting Firm. Zach owns and operates self-storage across the midwest (Arkansas, Missouri, Oklahoma currently).

 

[00:01 - 03:31] Opening Segment

Get to know Zach Quick

Nine Years in Real Estate

 

[03:32 - 10:03] Switching to Self Storage from Apartments

Zach’s Advantage Before the Curve

Why storage’s biggest enemy is storage

When is an area oversupplied and undersupplied?

In what market is Zach looking?

A Three-Mile Radius Business

Zach talks about using new technology

 

[10:04 - 21:56] The Secret Recipe for Self-Storage Success 

Where are People Finding Deals?

Zach’s Secret: A Plain Old Excel Spreadsheet

This is How to Close a Deal

Twofold: Zach’s Big Real Estate Investing Lesson

How Zach closes deals, finds money, and makes it happen

The Time Zach Spends on His Investments

The Future of Self-Storage

 

[21:57 - 30:19] Closing Segment

Quick break for our sponsors

Groundfloor offers short-term, high-yield real estate debt investments to the general public. Check www.passivewealthstrategy.com/groundfloor/ to get started.

What is the best investment you've ever made other than your education?

Marrying his wife and his first self-storage facility

Zach’s worst investment

Residential

What is the most important lesson that you've learned in business and investing?

“It sounds so simple, but I've read the book Profit First and applied it to each property for storage.”

Connect with my guest. See the links below.

 

Resources Mentioned:

Profit First

 

Tweetable Quotes:

“Storage, his biggest enemy is storage. ” - Zach Quick

“It never happens if you don't try either.” - Zach Quick

“Finding good people and then kind of laying out grid operations for them can make a huge difference in your stress levels and in your life. ” - Zach Quick

------------

Connect with Zach Quick through LinkedIn.  Visit their website https://www.zachquick.com/about. 

 

Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/

Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms. 

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes

TJ has a wide range of experience in entrepreneurship, real estate investing, and technology. After selling his first company, TJ transitioned into a career in tech and has worked with some of the most reputable startups in Silicon Valley, CA, and Silicon Slopes, UT. He has pioneered net-new growth initiatives to support startups targeting fortune 500 companies with initiatives in digital transformation, cloud migration, and optimizing people, processes, and systems for these large organizations. Outside of work, TJ loves to read and spend time with family.

 

[00:01 - 07:41] Opening Segment

Get to know TJ Lokboj

Bringing institutional level deal flows

What is SyndicationPro?

TJ talks about disrupting technology for a greater cause

 

[07:42 - 18:17]  Tech Advances in Real Estate Syndication

What makes real estate technologies interesting?

Excited to add value to the industry!

A New Service: SponsorDocs

The Best Practices to Adopt for Any Investor

Security as CybersecurityThe Risks of Having an Adequate Cybersecurity

The Magic of Portals!

 

[18:18 - 28:10] Closing Segment

Quick break for our sponsorsGroundfloor offers short-term, high-yield real estate debt investments to the general public. Check www.passivewealthstrategy.com/groundfloor/ to get started.

What is the best investment you've ever made other than your education?Spirituality

TJ’s worst investmentHis first business

What is the most important lesson that you've learned in business and investing?“Business investing, it's a people's game.”

Connect with my guest. See the links below.

 

Tweetable Quotes:

“Utilizing adopting technology is becoming a gold state's becoming a standard.” - TJ Lokboj

“Technology is doing wonders for our industry and serving both our sponsors and investors.” - TJ Lokboj

“It's all about people and find a mentor.” - TJ Lokboj

------------

Connect with TJ Lokboj through [email protected], [email protected], Instagram, and LinkedIn.  Visit their website https://holdfolio.com/ and https://syndicationpro.com/. 

 

Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/

Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms. 

LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes