5 years ago Julia Gentry and her husband Travis experienced, as they call it, a “Midlife Awakening.” After building a successful real estate business only to end up $100,000 in debt Julia’s new path was revealed and she began advising hundreds of entrepreneurs how to build successful companies with insights into her own successes and epic failures. They bought the house and nice cars, had five babies, and obtained “the American dream” only to realize it wasn’t their dream. Every night as they crawled into bed, they still had this nagging question in the back of our minds… is there something more?

On today’s show I talk with Julia about this awakening and how business owners like you can experience your own awakening and dream bigger in 2023.

Get to know Julia 

Buy her book

Have you ever wondered how you can go from zero to over 1000 units under ownership, while having a second job, well on today's episode of the All In podcast our guest has done just that.Tim Lyons is the owner of Cityside capital a multi family syndication company that specializes in raising money for multi family acquisition Tim has served as a New York City firefighter for many years all well taking the plunge on growing his real estate empire.

On today's episode learn how to define syndication raise money for acquisition scale quickly get into real estate investing while working a full-time job and how to face fear and decide to jump all in even with little to no knowledge

Follow David at @daviddmorse on Instagram and Joe at @joe.quattrucci. Join David & Joe at Keller Williams Arizona Realty, where productive agents redefine their business. Reach out by DM, email at [email protected] or directly at 480-767-3000.

Sarry is a Bank On Yourself® Professional and the CEO and President of finassetprotection.com. Learning about podcasting has completely changed his story and business. This has to led to him being a guest on over 250 podcasts in the last 2 years and starting his own podcast as host of Thinking Like a Bank. 

Prior to getting involved in his current roles, Sarry started his journey toward a career in financial planning when he took a course in high school called Consumer Economics. This basic class was helpful and relevant, and Sarry determined then he wanted to have a career helping people. He went into insurance working for Allstate, and learned the questions often delved into financial coaching and growth. He read the book “Bank on Yourself Revolution” by Pamela Yellen and “Becoming Your Own Banker” by R. Nelson Nash that talks about the concept of infinite banking. This model helps unlock the cash value of life insurance policies to allow people to invest in other assets such as real estate. 

Thinking like a bank helps people change the tables so that they pay back themselves for the use of these cash values. The cash value of a life insurance policy is a unique financial instrument that offers many options where consumers can benefit in terms of access to finances, tax concerns, and market risk avoidance. However, the life insurance policies have to be structured properly to provide all of this value–cash value grows over time, tax-free, even when you leverage it.

Anybody can participate in this market and think like a bank. As long as people have as little as a few hundred dollars of month they can use in this manner, that’s all it takes to get started. Sarry meets with clients to do a financial analysis with them for about an hour with a goal to understand where they are now, and where they want to go financially. The most important point is where does the client want to go? This will set the tone for how Sarry sets them up for success with their policies and future plans.

Contact Sarry by email at [email protected]. Visit the Financial Asset Protection website and the Thinking Like a Bank website. Stop by Sarry’s Youtube Channel to see his podcast about thinking like a bank, and visit Sarry’s LinkedIn profile to learn more.

Follow David at @daviddmorse on Instagram and Joe at @joe.quattrucci. Join David & Joe at Keller Williams Arizona Realty, where productive agents redefine their business. Reach out by DM, email at [email protected] or directly at 480-767-3000.

Check out this replay featuring Guest host Melanie Crane.

Previously the number one agent at Berkshire Hathaway, Mike McCann discusses why joining Keller Williams created new opportunities for himself and his people, both agents and administrators. Mike explains the importance of continuously educating yourself and maximizing the potential of the people around you, and demonstrates exactly how to do it. Cutting his teeth in door to door vacuum sales in the early days, Mike embodies what it means to have grit and perseverance in both life and business". 

Before real estate, Brian was into basketball back in Philadelphia during the Allen Iverson era. Brian was 6’5” by the age of 13, so that was a natural place for him to excel and he was nationally ranked. He even played against LeBron James in his first high school game. Brian built a strong work ethic in sports, and transferred that ethic into financial planning and asset management right out of college.

Brian had good mentors along the way in his career. He was his own boss, at 100% commission with no salary–so this made him fearless. He knew putting in the energy in his career would drive returns. He also worked at a startup and learned much about what is behind a company, how they work and what is needed. These experiences helped prepare him to build his own real estate business. 

Brain’s best friend got into real estate, and had a few Section 8 properties at the time. It was through this friendship that Brian got into rehabbing Class C neighborhoods through real estate investing, and he grew his investments further. The BRRRR (Buy, Rehab, Rent, Refinance, Repeat) Method is a real estate investment strategy where an investor flips distressed properties and then refinances them in order to purchase additional properties. He then got into developing coliving properties where he developed affordable living solutions for tenants that did not require Section 8 involvement. 

Coliving as a solution for affordable housing during the Shift

Coliving properties may take many forms, such as a redesign of traditional single family homes to accommodate non-related families with shared areas–often enabling increased cash-flow by increasing the number of tenants in the space. But there is an important education piece as well–teaching investors how to choose tenants that might live well in a coliving space. This may require soft human skills to determine the best solutions for the tenants. But the payoff is worth it, and often the tenants stay longer than traditional affordable housing options. Brian says the sweet spot for coliving is undercutting the studio and one-bedroom apartments. The coliving option can be offered for hundreds of dollars less, but the quality in the renovation is high so it draws the tenants.

Contact Brian by email at [email protected]. Visit the 24/7 Cash Flow University website and the 24/7 Cash Flow University Facebook page. Stop by WorkwithGrimes.com to sign up for free training, and visit Brian’s LinkedIn profile to learn more.

Follow David at @daviddmorse on Instagram and Joe at @joe.quattrucci. Join David & Joe at Keller Williams Arizona Realty, where productive agents redefine their business. Reach out by DM, email at [email protected] or directly at 480-767-3000.

Check out this replay of Episode 61 from back in July 2021.

David Huffaker is the founder of the Huffaker Group, the fastest team inside of Keller Williams to ever go to $100,000,000 in annual sales volume.

You don’t do that by accident!

It’s because of his team’s commitment to the 3 L’s of Real Estate that Gary Keller has taught the Millionaire Real Estate Agent for decades. Find out what those are on the show. But it goes beyond the three L’s for David and his company. Now that they’re selling over $100 million per year it’s about building out the triangle into what he calls the “6 L Prism.”

While you might know the 3 L’s of this business you will want to hear everything David has to say about the prism.

On today’s show learn about:

• New Construction sales

And much, much more.

We loved this show with David Huffaker.

Follow David at @daviddmorse on Instagram and Joe at @joe.quattrucci. Join David & Joe at Keller Williams Arizona Realty, where productive agents redefine their business. Reach out by DM, email at [email protected] or directly at 480-767-3000.

Hard work over several years in the restaurant industry paid off for Eric Gedalje when he was introduced to the real estate industry. Eric rose from busboy to GM at a restaurant in just four years, and he took this same drive with him when he got his real estate license.

Eric worked with his team and identified how he could bring value to Janecek Homes. He was able to become the preferred real estate agent for Janecek Homes as he brought them to a development that let them go from spec home building to development builds. Eric also leveraged relationships with others who became real estate investors and helped start a development for more new homes. He has carried this ability to utilize relationships by taking initiative to put people together to help make deals and developments happen. Learn how Eric is integral to the new home development process, and what that process looks like!!

Follow David at @daviddmorse on Instagram and Joe at @joe.quattrucci. Join David & Joe at Keller Williams Arizona Realty, where productive agents redefine their business. Reach out by DM, email at [email protected] or directly at 480-767-3000.

Founder and CEO of QuantmRE Matthew Sullivan got his start in finance and technology long before he came to the world of real estate. Before Matthew came to the US, he started his career as a stock broker, and then he moved into corporate finance. For the last 25 years or so, he has been an entrepreneur in technology and finance. Real estate always intrigued him, and once he arrived in the US around nine years ago he immersed himself in the real estate industry. It was on the heels of the “Jumpstart Our Business Startups'' (JOBS) Act which helped pave the way for online investment platforms. This gave rise to real estate investing and crowdfunding platforms. 

The amount of capital invested in these systems is in the billions of dollars. This application of Fintech (financial technology) helps homeowners gain access to their home equity for investment purposes. Ultimately, homeowners can get cash from home equity with no monthly payments, no interest, and no added debt. Investors do not require the homeowners to go into further debt, but do help them unlock their home equity to allow for investment purposes. 

Matthew and his team built a platform to allow homeowners to gain access to their equity, and in turn sells fractions of these equity bundles to investors. This makes the equity in homes tradeable and investible. Homeowners gain by unlocking their equity so it can work on their behalf in investment vehicles. Even if the property goes down in value, investors can still make a profit based on the structure of the agreement, as it is an option agreement with a cushion built into it.

Blockchain Technology is the Foundation and Creates Trust

The platform leverages blockchain technology and delivers tokens to investors to keep track of the shares. There is a layer of trust with the blockchain because there is no ability to go beyond the actual offering. If it is at 100 tokens, that is all that is available for trading and it is recorded on the blockchain. Ultimately, investors can invest in owner-occupied housing that is not for sale, that the owners do not plan to sell. The homeowners often have a basic need to raise capital. This platform offers a way to give homeowners some of their own money that is locked in their equity.

Contact Matthew by email at [email protected]. Visit Matthew at QuantmRE. Stop by his LinkedIn profile to learn more.

Follow David at @daviddmorse on Instagram and Joe at @joe.quattrucci. Join David & Joe at Keller Williams Arizona Realty, where productive agents redefine their business. Reach out by DM, email at [email protected] or directly at 480-767-3000.

Currently the CEO & Founder of  Elite Podcast Bookings, Matthew got started in single family homes in real estate during 2008. But then he went on a hiatus and was living and working in Los Angeles as an actor from 2010 to 2016. But he wanted to move abroad to Germany, but it was challenging with visa issues and cultural acclimation. So he moved to Thailand, then met and fell in love with his wife. In 2018, he wanted to get involved in multi-family real estate. Matthew then joined a private equity startup focusing on multi-family properties in the US, working from Thailand. 

Since that time period, Matthew ultimately founded his own company and invested in 700+ units. He is a General Partner (GP) on properties in Atlanta and Florida, also with a development deal in South Dakota. He started a real estate podcast focusing on multi-family while he was in Thailand and got up to 114 episodes, with many guests who were raising capital and he started working in private equity raising capital as well. In May 2020, he started Elite Podcast Bookings which specializes in helping real estate professionals raise capital for their deals.

Matthew wanted to get involved in multi-family investments when he saw his mother struggle when real estate assets in her own portfolio did not perform during a downturn. So he pursued the investment route with capital funding. In this way, risk is dispersed and less likely to cause issues for any one particular investor.

A solid way to approach raising capital is to present that you are adding value to the proposal. Asking for money is a weak approach–presenting the ways you add value and why the investment is a good deal with the right team puts the real estate professional in the best position to gain capital for investments.

Keep in mind that investors will check out everything about you. What does your digital presence look like? What about your social media? Your website? The equipment in your office? If your user experience is not positive, it will put off investors.

Importantly, there are certain parameters when it comes to investments and offerings relating to how the securities are registered. You should consult with your attorney and be certain you understand the regulations and requirements before you develop any communications or activities around investments, capital, and real estate.

Contact Matthew by email at [email protected]. Visit Matthew at Elite Podcast Bookings. Stop by his LinkedIn profile to learn more. Check out Matthew’s Facebook page.

Follow David at @daviddmorse on Instagram and Joe at @joe.quattrucci. Join David & Joe at Keller Williams Arizona Realty, where productive agents redefine their business. Reach out by DM, email at [email protected] or directly at 480-767-3000.

Jeremy was an elementary school teacher for 13 years before he started Shine Insurance. It was during that time that he met his wife McKenzie, a third generation insurance agent. They started Shine Insurance in 2013 as a new venture for both of them to combine their passions and expertise. 

He continued on the education piece, and teaches people how to buy homes and how the commercial real estate market works. With risk and insurance we are playing defense. Jeremy notes that the goal is to not lose this money–so risk management is the defensive game. The best thing to do is ask questions, and then connect that commercial real estate investor with those who will walk them through the entire process. It is really about making sure their entire service team is in place, including:

• Accountant

Jeremy says also helps to inquire about the client’s due diligence–how much have they looked into the property, and where are some of the property’s risks.

How did Jeremy get started? By learning about the commercial real estate business, and then getting started in a small way to build up his knowledge and his experience. This is how Jeremy built his network of clients who also helped with referrals. Keys points in Jeremy’s process are the 3 E’s: Education, Experience, and Entourage.

When it comes to risk management, Jeremy breaks things down into four quadrants so he can explain what is important for clients to understand:

1. Property–buildings, pools, sheds, and specific points about them

Contact Jeremy by email at [email protected]. Visit Jeremy at Shine Insurance. Stop by his LinkedIn profile to learn more. Check out Jeremy’s REI Clarity Podcast.

Follow David at @daviddmorse on Instagram and Joe at @joe.quattrucci. Join David & Joe at Keller Williams Arizona Realty, where productive agents redefine their business. Reach out by DM, email at [email protected] or directly at 480-767-3000.