The Infinite Banking Concept - sounds fun, right? Today Mark Willis from Lake Growth Financial Services joins us to teach us how we can use this strategy to grow our investments faster, prepare for our future (life insurance is a big deal!), and provide for our families after we're gone.

If you're looking for a way to diversify your investments, protect your assets, and grow those investments faster, check out this interview with Mark Willis from Lake Growth Financial Services

Get in touch:

linkedin.com/in/marklakegrowth

(312) 970-9357

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Mark Willis's Bio:

Mark Willis is a man on a mission to help you think differently about your money, your economy, and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody else lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.

Mark is a Certified Financial Planner, a two-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, IL. Over the years he has helped hundreds of his clients take back control of their financial future and build their businneses with proven, tax efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus.

As co-host of the Not Your Average Financial Podcast, he shares some of his strategies in real estate, paying for college without going broke, and creating an income in retirement that you won't outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to becpome their own source of financing, and create tax-free income in retirement.

Dana Dunford, founder of Hemlane Property Management software, joins us to discuss Coronavirus and its impact on the real estate market so far. It is clearly having an impact, and today you'll find out what the actual impact has been from someone who has the data!

How many tenants are actually paying their rent? How does it compare to before COVID-19?

Dana knows and tells us!

Get in touch:

www.hemlane.com

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Dana Dunford's Bio:

Dana Dunford is the CEO of Hemlane, a technology-enabled property management platform. She is a strong advocate of purchasing properties anywhere, as the best investments are not typically in your backyard. She supports real estate investors in setting up the most intelligent process to manage rentals from a distance, while connecting them with local, licensed professionals.

In 2018, Dana was named one of the top 20 women leaders and influencers in commercial real estate tech. Dana previously worked at Apple on their worldwide financial planning and analysis team and at Nest, the home technology company acquired by Google for $3.2B, in business development. She received her MBA from Harvard Business School.

In her free time, Dana is an avid equestrian, paraglider, and skier. She is the first woman to win a calf dressing championship belt buckle at the CA Rodeo. She takes risks in her personal life but spends her work life advocating technology and prudent spending for a risk-mitigated solution to real estate management.

Joe Palmer from the Consilium Capital Group joins us to teach us when and why we should consider adding mortgage notes to our portfolio. Mortgage Notes are a fantastic way to add steady cash flow to our portfolio, which is important as we approach retirement.

Get in touch:

www.investccg.com

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Guest Bio:

Since 2009 Joe has raised over $44 million in Capital to purchase, develop, Lease, and sell Real Estate. Since 1999 he has invested millions of his own money in the very same deals he syndicates. Joe is usually one of the largest investors in his own deals and has personally guaranteed every Loan in every deal.

As Managing Partner of Consilium Capital Group (CCG), Joe has delivered high Returns from almost every type of Real Estate there is: Single Family, Multi-Family, Commercial, Raw Land, Rehabs, New Construction, Lot Development, and now high return Mortgage Notes.

With his broad experience, knowledge, track record, and MBA, Joe is now a sought-after consultant, speaker, coach, and mentor in the Real Estate Industry.

Buy, Rehab, Rent, Refinance, Repeat! Otherwise known as the BRRRR strategy is the topic today. Mark Owens, our guest, has a ton of experience with this strategy and is going to teach the why and how of BRRRR investing. We get into how Mark started and how you can start today as BRRRR investor. If you’re looking for a way to invest in real estate without a lot of money, BRRRR might be the method for you!

Get in touch:

Markowens.com

 

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Mark Owens' Bio:

Mark Owens began his investment career in 2002 in Baltimore, Maryland. At that time he was a Microsoft Certified Trainer teaching upper level computer classes in colleges all over Maryland. Within a few short years he was able to leave the job and focus on growing his rental portfolio. Since then he has acquired over 100 rental units including some mid-size apartment buildings, wholesaled close to 200 deals and done a few retail flips. Mark has figured out a way to run his business around his life- not the other way around. He spends much of his free time coaching, speaking, hiking, scuba diving, flying planes and looking for something else to do!

Frank Patalano has a fantastic success story of building financial independence by investing in real estate with a long term vision! Frank's background is in teaching, and years ago he realized that he needed to build extra streams of income. Today he shares his story of escaping the rat race, lessons he's learned, and you'll learn what sets apart a successful investor from a busy professional who never gets started. Good work Frank! Job well done.

Get in touch:

Frank on LinkedIN

Cashflow Kings Podcast

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Guest Bio:

Frank is a successful real estate investor who had a successful career as a teacher, but realized he wanted to earn more and do more. After doing numerous deals throughout the last market cycle, Frank left the rat race in 2019 and became a full time real estate investor. He hosts the Cash Flow Kings podcast and is passionate about helping others build passive streams of income.

Danny Newberry from the Value Investment Group joins us to talk about making big returns from Industrial, Retail, and other commercial properties. He's syndicating commercial real estate and generating big returns with an awesome strategy you can learn today! If you want to learn how to buy commercial real estate at a discount and make a good return, this is the interview to listen to!

Get in touch:

ValueInvestmentGroup.com

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Danny Newberry's Bio:

Danny Newberry is the founder and president of Value Investment Group. He has built Value Investment Group into an integrated and successful firm that has acquired more than 30 properties since its inception in 2008 acquiring assets in more than a dozen states. Mr. Newberry’s primary responsibilities includes asset and portfolio management, broker relations, investor and client relations, banking relations, economic and demographic trends, market analysis, due diligence oversight, financing oversight, acquisition and disposition strategies, transaction oversight and business development.

Marcus House is a busy professional and real estate investor, who has changed his real estate investing strategy from buying properties on his own to investing with experienced real estate syndicators. Today he's sharing his system and criteria he uses to vet real estate syndicators. This question comes up all the time for new syndication investors - "How do I vet a real estate syndicator?" Well, here's a system that is working for someone just like you!

Get in touch:

https://www.biggerpockets.com/users/marcush76

 

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How do you build a solid network of high net worth and high income individuals? Greg Dickerson is back to teach us his techniques and strategies for forming productive relationships with high income and high net worth individuals. We get into forming relationships, whether you NEED a CRM, strategies to turn a connection into a potential investor or business partner, and other strategies which have made Greg successful over decades. 

Get in touch:

www.gregdickerson.com

 

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Guest Bio:

Greg Dickerson is a serial entrepreneur, real estate developer, coach and mentor and has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed residential and mixed use subdivisions and started 12 different companies from the ground up.

Greg currently coaches and mentors some of the top entrepreneurs and real estate investors in the country helping them grow and scale their business, raise more capital and do bigger deals. Greg's current clients have over $2 billion in AUM and deals in process.

Greg is an expert on the topics of entrepreneurship, leadership and real estate and is regularly interviewed on some of the top real estate investing and business podcasts today.

Greg served in the United States Navy right out of high school and has always been a leader in the community as well as supporting, advising and serving on the boards of several churches, ministries and non-profit organizations.

Kim Lisa Taylor from SyndicationAttorneys.com joins us to teach us the mistakes most syndicators are making today. Passive Syndication Investors should know what mistakes syndicators are prone to making! Listen in to learn an inside take on what to look out for in your next syndication investment.

Get in touch:

Syndication Attorneys PLLC

 

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Guest Bio:

Kim Lisa Taylor is a nationally recognized corporate securities attorney, speaker and No. 1 Amazon best selling author. She is the founder of Syndication Attorneys, PLLC, a Florida based law firm that provides Securities Offering Documents, and InvestorMarketingMaterials.com, a firm that provides professionally edited and drafted marketing materials for clients nationwide. Kim has been the responsible attorney for well over 300 securities offerings.

Scott Price of Bonvolo Real Estate Investments joins us to teach us his journey to financial independence through real estate investing. His long term vision, strategy, and determination led him to where he is today, and in this episode he'll teach us how we can learn from his successes and replicate his results for ourselves.

Get in touch:

www.bonvolo.com

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Guest Bio:

Scott Price bought and managed his first rental property in 1994, and honed his skill sets through key roles in various companies as a team manager, program manager, marketingmanager, and even a US representative in Europe. He then later ramped up his real estate and investing work plus education starting in 2003. At that time, he became a full time real estatebroker, and in 2005 purchased his first apartment complex (29 units). From 2003‐2007, he used the full‐time broker status to immerse himself in real‐world real estate, investing, and appliededucation. For 3 of his 4 years as a full‐time real estate broker, he was awarded Seattle Magazine’s Best in Client Satisfaction Award. He also obtained many professional certifications,including Project Management Professional (PMP), Accredited Buyer’s Representative (ABR), Relocation Specialist (RS), and Accredited Luxury Home Specialist (ALHS).

In 2007, he timed the market and got out of full‐time real estate sales to return to his background in team management and program management while simultaneously leveraging the changing market’s buy opportunities and consistently increasing the holdings of his cash flowing portfolio. He went on to manage global real estate programs within the international real estate group at one of the world’s largest and most valuable companies.

Scott then transitioned to his current full‐time devotion to Bonvolo. He actively maintains his broker license to invest in real estate and works with other brokers as their client. Scott provides professional consulting/coaching for aspiring real estate investors on a unique hourly / as‐needed basis. He has been a featured guest on numerous top‐rated real estate investing podcast shows, guest speaker at real estate conventions and associations, and interviewed by magazines, newspapers, and book authors. Scott also actively participates in many local and national real estate investment organizations.