Real Estate Runway

Justin Moy joins the conversation to talk about marketing and sales. Justin has years of experience in marketing and sales, which he brings to the table to help us understand how important it is to have a marketing and sales strategy even if you're just selling your property. Justin discusses the sales professional's goal to paint a picture of the future in which the prospect is successful. They want to know what will make them happy and what they can control. Prospects need certainty to make a decision, and sales professionals can provide this by articulating how their product will benefit the prospect. Justin also discusses how to be successful in selling to brokers and investors, emphasizing the importance of asking questions and being confident in your ability to deliver.

[00:01 - 07:58] Opening Segment

• Introducing Justin to the show
• Brief background and career
• Realizing that everyone is in marketing and sales

[07:59 - 13:14] The Investor Relation Side

• Finding out if the product is right for your prospect
• Find out if they know about it, care about it, and want it
• Ask a lot of questions rather than talking about why the deal is good

[16:19 - 22:29] The Acquisition Side

• Certainty of closing matters more than the price
• The importance of building relationships and understanding different personalities

[22:30 - 27:24] Employing Your Team to Execute a Value Plan

• The importance of having clarity on the situation and what the team is meant to do
• Looking at other properties that the team manages and see how they are advertising
• • This will help ensure that the team is taking the job seriously

[27:25 - 33:51] Closing Segment

• Get to know more about Justin through the Quattro Trio!
• Final words
• See the links to connect with Justin

Quotes:

“Every single person in the professional world is in sales and marketing in some capacity.” - Justin Moy

Connect with Justin through LinkedIn, or visit www.PerpetualWealthCapital.com. Visit www.TheDefinitiveGuideBook.com to get the free book!

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. 

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

Bernard Reisz from ReSure Real Estate Financial & Tax Solutions joins the show to discuss alternative business and investment strategies to help amplify life and maximize wealth. As the chief educational officer, he will talk about tax planning strategy holistically, not just letting one little strategy drive the deals you're doing. Bernard discusses how tax planning strategies are a network of interconnected concepts that impact every investor differently, and how getting lost in the weeds can prevent you from seeing different personalities and enjoying what you love. However, he stresses that everything is driven by financial outcomes, and if someone wants to make objective financial decisions without the pressure of the tax system, they should look at long-term returns, not just short-term tax savings. If you want to be educated on all the different tax strategies available to you, then this episode is for you!

[00:01 - 04:27] Opening Segment

• Welcoming Bernard to the show
• Tax strategies for alternative businesses
• • It’s more like a matrix than a rabbit hole

[04:28 - 21:06] Honing On Tax Strategies

• Viewing strategies holistically
• Everything is driven by financial outcomes
• Saving taxes is more on the returns
• Taking the power of leverage into a 10-31 exchange
• • 10-31 exchange is not a tax strategy - it's a real estate financing tool
• Understanding the high-level particulars of a situation
• • Looking at the bigger picture and seeing how they come together

[21:07 - 29:43] Closing Segment

• Get to know more about Bernard with the Quattro Trio!
• See the links below to connect with Bernard
• Final words

Quotes:

“Cause everybody is different. Everybody has got their profiles, their own goals…that’s what it is about. It’s about networking it, rather than viewing it as distinct silos.” - Bernard Reisz

“Take the broad picture. See the trees, see the forest, and then see how they come together. It’s not siloed, and everything is unique.” - Bernard Reisz

Connect with Bernard through LinkedIn and Facebook, or visit www.resurefinancial.com. Get more resources on tax strategies by visiting members.resurefinancial.com.

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. 

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

If you’re struggling to stretch your marketing reach, then this episode is for you. In today’s episode, I welcome one of the co-founders of Streamlined Podcasts Kevin Mills to share with us the benefits of podcasting. Kevin discusses some of the reasons why starting a podcast is important, and how easy it is to get started. Kevin also discusses the details of crafting a podcast episode, and how he and his team at Streamlined Podcasts help business owners on the back end work so that they can focus on networking and expanding their business. Relationships are key in business, and podcasting is a great way to expand that relationship whether you’re a guest or a host.

Kevin is a co-founder of Streamlined Podcasts, a full-scale podcast production agency. Streamlined Podcasts helps its clients edit and produce their podcasts consistently for an affordable price. With industry-leading turn-times, technologies, and teams, you'll have trouble finding a better value anywhere else. Kevin's entrepreneurial journey began in direct-to-consumer sales. He's worked with companies ranging from door-to-door vacuum sales to mortgage lending. He now spends his time and efforts helping podcasters focus on what they do best - producing content. He is passionate about making it as easy as possible for content creators to get their message to their audience.  

[00:01 - 06:13] Opening Segment

• Introducing Kevin to the show
• • Brief background and career
• A way to broaden marketing horizons through podcasting 
• The difficulties of producing your own show

[06:14 - 19:19] Your Business Needs a Podcast

• To start a podcast, you need to edit your audio, create engaging show notes, graphics for the episode, and social media assets
• The importance of creating a unique and engaging content
• Streamlined Podcasts’ PodBoxx

[19:20 - 28:54] Exploding Your Listener Base and Monetizing Your Podcast

• How to monetize a podcast without a huge audience
• • Advertising and sponsorship
  • Selling products, giving away content or charging for access to private communities
• Where is podcasting going?

[28:55 - 33:58] Closing Segment

• Get to know more about Kevin with the Quattro Trio!
• See the link below to connect with Kevin
• Final words

Quotes:

“Itunes and Spotify are nothing like YouTube or TikTok. There is no fancy algorithm for podcasts that feeds you the best content for you to listen to.” - Kevin Mills

"For an individual, a big takeaway for a podcast is that it gives you a reason and an excuse to talk to people that you would never have a reason or an excuse to talk to previously." - Kevin Mills

Connect with Kevin through LinkedIn, Facebook, or visit www.StreamlinedPodcasts.com to download free books “Easiest Way to Start a Podcast” and “Podcaster’s Companion Guide”!

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. 

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

Are you an investor trying to figure out who are the best operators to invest with? In this episode of Chad’s Soapbox, host Chad Sutton discusses the importance of making a good impression with lenders when seeking financing for a business. He advises us to provide lenders with all the information they need to make the process easier and to make sure that lenders are regarded as the biggest investors when it comes to getting loans. By doing so, you can reduce the amount of objections lenders may have and ultimately increase their chances of getting a loan approved. Your lender is your biggest partner so tune in to learn more!

[00:01 - 01:19] Opening Segment

• The importance of storytelling when pitching real estate investments to lenders
• • Using links to relevant information, presenting property specifics, and understanding local demographics

[01:20 - 09:00] How to Ace a Loan Presentation to a Lender

• Going above and beyond with your presentation if you want to impress a lender
• Provide them with specific information about the deal
• Provide a 10-year pro forma showing assumptions and projections for the business
• Analyze rent roll to build a template to show what can be achieved
• Carry out rent comps to show comparability
• Pulling sales comps to show that the property is overpriced
• Model the debt part for the lender
• Show monthly cash flow and cash management

[09:00 - 09:52] Closing Segment

• Make sure your lender is regarded as the biggest investor
• Provide them with the information they need to handle objections

Quotes:

"Your lender is your biggest investor." - Chad Sutton

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. 

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

Chad Sutton interviews Sally Marie Gimon about the Infinite Banking Concept. Sally is a licensed life insurance agent for 19 years and specializes in Infinite Banking. She helps clients become debt-free ⅓ of the time in comparison to how they were taught to pay their bills. She holds a weekly mastermind for her Real Estate group that reaches over 800 investors and hosts Money Secrets weekly on Win-Win Women TV. In this episode, Sally shares how the infinite banking concept is to use a whole life insurance policy as a way to store your wealth and solve both debt and retirement savings problems at the same time. The strategy also has a very low risk of ever having to pay back the loans, as long as you don't run into any accidents or health issues. Sally also talks about Vortex Banking

[00:01 - 07:12] Opening Segment

• Introducing Sally to the show
• Brief background and career
• Ensuring your money with the infinite banking strategy
• • Treating it like a long-term savings account

[07:13 - 21:49] Using a Trust to Save on Taxes 

• The trust is a legal entity that the IRS recognizes as a taxpayer and is exempt from the capital gains tax
• The trust owns the whole life insurance policy, which is exempt from the capital gains tax
• This combination of the trust and whole life insurance policy creates a vortex - a taxable account that is protected from taxes
• The trust can cover any type of business transaction, including personal expenses like food and clothing
• The trust is a great way to reduce the worry of 1031 exchanges and other tax obligations related to your business
• The trust can also protect your privacy by keeping your assets anonymous

[21:50 - 25:23] Closing Segment

• Sally offers a gift of her trust and infinite banking knowledge!
• • See the links below
• Get to know more about Sally in the Quattro Trio
• Final words

Quotes:

" Infinite banking has been around for 179 years. People like Walt Disney used a loan to buy the land in Disneyland.“ - Sally Marie Gimon

"Most people, my father included, had a trust for not going through probate but we still had to pay taxes on everything." - Sally Marie Gimon

Connect with Sally through LinkedIn, Facebook, or visit sally.liveiws.com. Book an appointment by visiting www.learnwithsallymarie.com.

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. 

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

In this episode, Jake shares his story of how he went from a basketball player to a nurse to a business consultant. Jake discusses the importance of having a strategic edge and influence in one's network, and how it can be instrumental in achieving success both professionally and personally. He also advises listeners to always question their limiting beliefs about sales and persuasion, so that they can improve their skills. Jake's story is one of determination and resilience, and his advice for individuals seeking to improve their influence is to develop essential listening.

From graduating with his nursing degree to then shifting into empowering people to create their strategic lives through results-driven coaching & speaking, Jake has always had the heart to serve humanity. He has been consulting solopreneurs just starting their journey to real estate teams doing $1.6 billion annually in production, and various industries and leaders in between. Jake guides them with strategic ways to become more influential with those around them, learning how to release bottlenecks in their life, and how to get more resourceful with their unique abilities.

[00:01 - 05:39] Opening Segment

• Introducing Jake to the show
• Brief background and career

[05:39 - 17:34] Influence: How to Get the Strategic Edge

• The concept of "influence" is the ability to get someone to do what you want them to do
• Jake's program entails learning about the strategic edge and how it can help individuals improve their influence
• Understanding how people are influenced by pleasure and pain
• When you ask a person why they are looking for an investment, or want to buy a house, you need to actively listen and understand their reasons
• Understand a person's needs to turn those needs into desires

[13:47 - 31:13] Needs vs. Desires

• The NWM acronym stands for Needs, Wants, and Authority
• Questioning people about what they need and what they want
• Wounds are areas of pain that people may feel that need to be addressed to move forward with a purchase
• Money is only one part of the equation when trying to influence someone to buy something
• When you stack up emotional, logical, and dominant reasons to buy, the customer will want to get in on the deal

[31:13 - 37:29] Closing Segment

• Get to know more about Jake in the Quattro Trio
• See the links below to connect with Jake
• Final words

Quotes:

“You could be the most eloquent speaker in English, but if you’re trying to speak to someone that only speaks Spanish, they’re not going to understand basically anything that you're saying. And that’s what this is about with influence.” - Jake Havron

Connect with Jake through LinkedIn, Facebook, or visit www.jakehavron.com.

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. 

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

Nancy Huynh is an ophthalmologist and real estate investor with the goal of curing preventable blindness in the world. She started investing in real estate at the beginning of COVID-19, a time when alternative investments were gaining popularity and has since built a successful real estate portfolio. Nancy is passionate about using her skills as an eye doctor and real estate investor to help others, and Clear Vision Investing is dedicated to making cataract surgery available to those who need it most. In this conversation, Nancy discusses the company's mission to prevent and cure blindness through building sustainable solutions in local communities. Clear Vision Investing partners with hospitals to build vision centers and train locals to screen for vision care, employing the locals who make money while providing the needed care. This conversation highlights the importance of personal skills such as interpersonal communication, risk assessment, and adaptability in both real estate and medical fields. She emphasizes the importance of being willing to try new things and adapt to changing circumstances, which has served her well in her career.

[00:00 - 04:01] Opening Segment

• Introducing Nancy to the show
• Brief background and career
• Using real estate to do good 
• • Clear Vision Investing is on a mission to cure preventable blindness worldwide through real estate investing

[04:02 - 08:36] Helping People with Blindness through Real Estate

• Partnering with local hospitals to build vision centers and train local residents to screen for eye care needs
• Real estate skills learned as a doctor are also helpful in real estate investing
• Being able to adapt and pivot are key traits of successful real estate investors

[08:37 - 14:46] Being a Doctor and a Real Estate Investor

• Real Estate Investor's superpower: willingness to try new things
• Assessing risks and benefits
• The best way for listeners to help

[14:47 - 19:31] Closing Segment

• Get to know more about Nancy in the Quattro Trio!
• Final words
• See the links below to connect with Nancy

Quotes:

"So through this innovative method we're trying to not only educate and give the skills to the local people but also use them as a tool to keep the cycle going so that they don't need people to just fly in and fly out to provide that eye care for them.” - Nancy Huynh

1. "So instead of ‘How can I do it?’ ‘Who can help me?’ there is likely someone out there who could do it better than I can faster, cheaper than what I can do myself.” - Nancy Huynh

Connect with Nancy through LinkedIn, or visit www.clearvisioninvesting.com.

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. 

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

Art Morrison III is a successful real estate investor who has transitioned from professional sports to entrepreneurship. Art shares his story of overcoming adversity and starting multiple businesses, including youth basketball training giant Above Max Basketball. Morrison discusses the pros and cons of flipping houses for passive income versus holding onto investments for long-term growth. He predicts that the real estate market will continue to grow, and encourages us to consider investing in multifamily properties as their next investment opportunity. While he has made some mistakes in his life, the biggest one was not making it to the NBA. He credits this experience as teaching him a lot of lessons about persistence, understanding that you can't always achieve your goals the first time, and having a higher goal to aim for. 

[00:01 - 05:16] Opening Segment 

• Introducing Art to the show
• Brief background and career
• Starting as a professional basketball player
• Owning multiple businesses and becoming a very successful real estate investor

[05:17 - 12:41] Long Term Cash Generation

• The biggest challenge with flipping houses was that for the same amount of work it took a lot longer to make the same amount of money
• Finding success by partnering with other people and investing in mentorship

[12:42 - 17:01] Lessons Learned from Failure in the NBA

• The biggest barrier to entry in the real estate industry is understanding the information and rules of the game
• persistence and learning to aim for the stars
• This experience also taught him about the importance of learning from mistakes and seeking mentorship

[17:02 - 21:35] Closing Segment

• Get to know more about Art through the lightning round!
• See the links below to connect with Art

Quotes:

"I was just trying to find something that didn't have a ceiling. I stumbled across real estate, and I haven't looked back since." - Art Morrison III

"It's like basketball. You can go and train by yourself for sure. But it's not gonna hit the same as hiring a trainer or having someone who played at the level.” - Art Morrison III

Connect with Art through LinkedIn and Facebook. Get a free copy of his book, “Overcome” by visiting www.morrisonenterprisellc.com

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. 

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

Harper Jones discusses the infinite banking concept - a wealth strategy that allows you to take control of your flow of money and invest in real estate and other businesses. In addition to talking about the infinite banking concept, Harper discusses how his experience as a real estate investor has helped him grow his portfolio, and how he uses systems operations, a team, and capital to his advantage. Banking is an important part of our lives, and it's something that we can control. Our goal is to start our bank so that we can have more control over our money and our investments. By using a life insurance policy as our collateral, we can get the benefits of having a bank without the need for capital or a long timeline.

[00:00 - 05:09] Opening Segment

• Introducing Harper to the show
• Real estate background
• The concept of infinite banking

[05:09 - 13:59] Coaching through the Infinite Banking Concept

• Banking can be done by owning a bank or using a policy to borrow against the cash value
• Owning a bank is more beneficial because the interest and dividends are tax-free
• The Infinite Banking strategy pairs banking with another asset, such as real estate or a business
• • Creates an infinite loop of liquidity and growth

[13:59 - 23:49] Building Up A System: Becoming Your Own Banker

• The best vehicle for whole life insurance is a dividend-paying contract 
• Term costs for this strategy can get very expensive later in life when the policy pays out
• Gaining control of the flow of money by implementing the system where capital is waiting for you

[23:50 - 30:12] Closing Segment

• Get the book, “Becoming Your Own Banker” by Nelson Nash
• Get to know more about Harper through the Lightning Round!
• See links below to connect with Harper

Quotes:

"You set up your own bank and then you stop looking at it as an investment. You look at it as a way to store cash that is gonna pay you substantial interest compared to your brick-and-mortar bank. And then you control the lending terms." - Harper Jones

"So of course, real estate's a business where you buy other cash flowing businesses and you can make some good money but the money keeps flowing in all those different avenues and vehicles. And it's like, how much of that process do you control?" - Harper Jones

Connect with Harper through LinkedIn, Facebook, or visit www.createtailwind.com. Email him at [email protected].

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. 

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

There’s one thing the multifamily industry excels at that others don’t–its potential for growth. 2x best-selling author, multifamily syndicator, entrepreneur, and podcast host Reed Goossens is here to share this with us today. Reed emphasizes the importance of having a mindset that is not only focused on profitability, but on sustainability. He also discusses the need to have at least 500 units in one area before you can turn a profit, and how this is an economy-as-a-scale thing. Reed Goossens shares his story of success and how he has always been able to bounce back from failed ventures. He talks about the importance of betting on yourself and how it's important to have multiple income streams in order to recession-proof your business. Tune in to learn valuable lessons for anyone who is looking to take their business to the next level.

[00:00 - 06:35] Opening Segment

• Welcoming Reed to the show
• • Brief background
  • Real estate in US versus in Australia

[06:36 - 16:52] Building A Robust Business through Branding

• How to recession-proof your business with a strong personal brand and ecosystem
• Personal brand as key to building an investment portfolio
• Podcasting in building a reputation
• • Creating an ecosystem of related businesses

[16:53 - 25:55] Other Revenue Streams

• Property management is an overhead intensive business
• Renter’s insurance in house
• Cable income, trash valet, and bulk buying
• Being creative when assessing revenue-generating opportunities

[25:56 - 30:16] Closing Segment

• Get to know Reed in the Quattro Trio!
• Final words

Quotes:

 "So one thing that I think you're recognized for is the ability and the track record of having built some ecosystems to not only recession-proof the business, but to really streamline operations, and surround yourself with an A team." - Reed Goossens

"It just makes more sense to go out and hire your own staff members and run your own properties. It may not be a profit center, but it is an expense control center, which is very important as we come into very low interest, low cap rate environments where margins become a lot thinner." - Reed Goossens

Connect with Reed through LinkedIn, Facebook, or visit www.reedgoossens.com

LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com. 

Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.