Real Talk with David Morse

Do you want to save money on your real estate investments?

Listen to our hosts, David and Patick, get the lowdown on Cost Segregation. Here the latest on this interesting topic from today’s guest Eric Oliver, Vice President of Business Development for Cost Segregation Authority.   Really the name says it all.

Cost Segregation is an engineering-based analysis of a building's interior, exterior and land improvements in order to identify, measure and quantify assets that are considered personal property or land improvements under the federal tax code.

You will find most cost segregation firms are full-time CPA firms or offer a dozen other services to maintain their margins. At Cost Segregation Authority our focus is exactly as our name implies. Hence, if you are a CPA or other tax advisor, you don’t have to worry about losing any tax return or other consulting revenue when introducing us to your clients. Our goal is to make you look good by performing the most accurate and tax-saving study possible. We are the good news in your practice and your partnership is paramount to our success.

Get in touch with Eric at

https://costsegauthority.com/

Eric went into the military right out of high school.  After his stint in the Military he went full time  into the car business. Started at the bottom and on the way to the top position, managing multiple dealerships, learned every aspect of the business.   Eric knew he liked being in sales, but realized the margins were just too small in the car business.   When he became a father, he knew he needed to work smarter.   That was when Eric got into Real Estate.

Just like in the car business Eric decided he needed to learn the foundation of Real Estate, so he started in mortgage.  He decided to transition into sales.  At this time Owner of the car dealerships, he managed approached him about getting into Real Estate as well, so the two of them started a home flipping business and did 75 units in the first year.

That is how Eric got his start in the business. Listen to this episode to find out all of the unique directions his career has gone, and hopefully learn something that will benefit your business.

You can contact Eric Brewer in the following ways.

https://brewermethod.com/

https://www.instagram.com/eric_brewer_invest_

"There's no way I'm getting into real estate," Patrick thought to himself.

This is the way Patrick starts his Bio on the website for his very successful Real Estate Team, Madigan Realty Co. in North Carolina.  With more nicknames than we can count on one hand, and Patrick's willingness to poke fun at himself, you can see why he has such success with his clients.  As well as make for a really fun Podcast Guest.  After graduating with a degree in architecture and spending five years in non-profits, Patrick's friend was urging him to consider real estate. Patrick dove in head-first once he realized it was the perfect combination of his gifts and passions.

Sports Fandom, Real Estate, Mental Health and Tik Tok are just a few of the topics covered in this Episode of The Real Talk Podcast.  This is really one you do not want to miss.

If you want to find out more about Patrick visit his Facebook page at https://www.facebook.com/padigan

Check out past episodes of Coffee With a Mega on YouTube.

https://www.youtube.com/@kwyptriangle4009

Ben Brady is CEO of Harcourts Auctions and Harcourts North America, the fastest-growing real estate company in the nation. With his career in real estate beginning at age fourteen, Ben has acquired expertise few can top. Utilizing his knowledge and experience, Ben has been a driving force behind Harcourts Auctions, becoming one of the world’s premier real estate auction platforms.

Beginning as a personal assistant at Harcourts in Australia, Ben’s extraordinary ambition, drive, and desire to immerse himself in the world of real estate led to his recognition as a top young professional in the industry. Becoming a qualified agent, Ben began selling homes all across the eastern coast of Australia. With natural leadership qualities and a collaborative approach to real estate, Ben was named Sales Manager at one of Harcourts Australia’s most prominent offices, where he was awarded the Queensland Rookie Auctioneer of the Year during his first year in real estate auctions.

Contact Ben at [email protected]

Find more about auctions at  https://www.harcourtsauctions.com/

Check out his podcast Rethink Real Estate

https://podcasts.apple.com/us/podcast/rethink-real-estate-sales-strategies-marketing-tips/id1373489935  

Ashley is an entrepreneur and lawyer.  He has worked in real estate, mergers & acquisitions, business growth and management.  He has used his wealth of experience to find his passion, which is helping business owners think bigger by being intentional with their growth and decision-making process.

This led to Ashley Tison founding OZPros, the leading Opportunity Zone consultancy.  Acting as CEO and an Opportunity he consults with clients on  tax advantaged structures and investing strategies. Advising high net worth individuals  how to best maximize their tax savings in real estate investments, how to maximize the positive community impact of their projects, selecting an optimal investment strategy, and properly navigating the applicable regulations.

The second episode of the new look Real Talk with David Morse podcast features Steven Zeller founder of Passive Ecommerce. Here Steven talks about his many successes and how it would not have been possible without some failures.

Steven has a knack for finding holes in industries and creating companies that fill those needs.  He founded Concierge Services USA which helped home buyers and sellers streamline the home buying and transition process.   His next venture Concierge Relocation LLC. provided an exclusive service for $1M+ homeowners to manage and simplify luxury real estate Transactions.

Throughout all of this he has been a successful Realtor and Real Estate Investor.

Owning and Operating an E-commerce business has the potential to generate massive gains.  However, most people are at a loss to know how to get started.  This is where Steven and his amazing ability to find the hole in an industry comes into play.   With the founding of Passive Ecommerce Steven has eliminated all of the headache and trial and error that comes from figuring out how to start an Ecommerce business.   Passive Ecommerce develops and launches each venture for their clients.  They help you implement scalable systems and processes that will eliminate the guesswork from opening your ecommerce business.

To find out more about Passive E-commerce

https://passiveecommerce.com/

[email protected]

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".