Real Estate Marathon

Real Estate Marathon

By Larry Fiero & Mike MoeBusinessEntrepreneurshipInvesting
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Real Estate Marathon episodes

  • Episode 61 Importance of Raising Capital and Making Sales with Brian C. Adams

    Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.       He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.

    40 min
  • Episode 60 Deferred Sales Trust with Brett Swarts
    Brett Swarts is a deferred sales trust expert, capital gains tax deferral expert, investment real estate expert, multifamily broker, and the founder of Capital Gains Tax Solutions – a company helping people to defer capital gains tax on the sale of their highly appreciated assets, eliminate the need for a 1031 exchange, and free up their time so they can create & preserve more wealth.   He created 'Capital Gains Tax Solutions'  to equip high net worth individuals and their trusted advisors with the deferred sales trust tool to help them solve capital gains tax deferral limitations. The first step to a great exit plan is a flexible plan to get out of debt, defer your tax, diversify and then purchase assets at optimal timing, while having liquidity and diversification all tax-deferred.
    42 min
  • Episode 59 Home Equity Agreement with Matthew Sullivan

    Matthew is the CEO and Founder of QuantmRE, a company that solves a real problem for homeowners by helping them access a portion of their home equity without taking on more debt. This new financing tool is not a HELOC, it's not a loan and it's not a reverse mortgage. That means homeowners can get cash from their equity with no interest and no monthly payments. Matthew and his team have helped over a hundred homeowners use their home equity to pay off expensive credit cards, remodel their home, pay college tuition fees or to diversify into other investments, all without taking on extra debt. Matthew has a proven track record in real estate innovation through his experiences as Co-Founder of the Secured Real Estate Income Strategies Fund, and as President and Founder of Crowdventure.com, a real estate crowdfunding company. Originally from London, Matthew worked with Richard Branson's corporate finance team and was a director of the Virgin-sponsored London Air Ambulance. A helicopter pilot himself, he is also the host of his own podcast, "Hooked On Startups."   www.quantmre.com

    40 min
  • Episode 58 Wholesaling and Lead Generation with Frank Scappaticci

    Frank Scappaticci is a partner in Gray Line Investments. Gray Line Investments was founded by four West Point graduates (class of 2009) with a mission of becoming the premier buyer, seller, and thought leader of real estate in markets throughout the United States. We are a veteran-led and operated organization that places a priority on integrity and partnering with top talent. We are opportunists and we are not afraid of a challenge!  Our team's diversity of background, experience and talent is our biggest asset. A passion for real estate investing is the common link that binds us together.

    We Value:

    • Hustle

    • Honesty

    • Grit

    • Growth

    • Accountability

    • Calculated Risk

    • Community Improvement and Outreach 

    Our specialties:

    • Wholesaling

    • Buy and Hold Investing

    • Fix and Flip

    • Creative Financing (Seller Financing, Subject To, Seller Carry Back, Hard Money, etc)

    • Lease Options

    • Investor Education

    • Systems Creation and Enhancement 

     

    46 min
  • Episode 57 Scaling From 0 to 100 Units in 2 Years Using the BRRRR Method with Antoine Martel

    How does a 23-year-old from real estate saturated So Cal go from 2 years of no deal after no deal to building an entire portfolio with BRRR strategy in Memphis, Tennessee?  How do you go from $20,000 in the bank to retiring your parents in less than 2 years?  Find out the answers to these questions and more in one mind-blowing episode with licensed real estate agent and experienced real estate investor, Antoine Martel. With a portfolio of over 100 SFH and counting, and now several syndications in the works, Antoine helps new and seasoned investors realize their financial goals. His proven real estate investment strategies have enabled countless clients throughout California to realize passive income and financial freedom through out-of-state turnkey rental properties. His company, Martel Turnkey has sold well over $10 million worth of cash flowing real estate and their sales are expected to double over the next year.

    48 min
  • Episode 56 Asset Protection with Rich Dad Advisor Garrett Sutton

    Garrett Sutton, a Rich Dad Advisor, corporate attorney, asset protection expert and best selling-author with 900,000+ books sold.  Garrett has over 35 years of experience working with entrepreneurs and investors. As the founder of both Corporate Direct and Sutton Law Center, Garrett enjoys helping entrepreneurs and real estate investors understand the advantages of forming business entities and how to protect their assets while maximizing their financial goals. Additionally, he enjoys his role as a frequent lecturer for small business groups as well as the Rich Dad Advisors series. Perhaps you've seen his name in publications such as The Wall Street Journal or Credit.com or on the shelf of your local Barnes and Noble. Garrett prides himself on using his products and services to provide information that helps people understand important topics not taught in school and writing books that help people clearly understand the law, despite its many nuances

    46 min

About Real Estate Marathon

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Your guide in the race to financial freedom through real estate investing and solid financial practices. Topics discussed include real estate, personal finance, financial freedom, financial independence, goals and lifestyle design.