Patrick Donley talks with Jerry Chu about his company Lofty, democratizing real estate investing, tokenized real estate, and much more!
Jerry is the founder and CEO at Lofty. Prior to founding Lofty in 2018, Jerry worked as a quantitative risk management analyst at Barclays in the treasury risk department. He received a B.S. in Mathematics/Economics from the University of Southern California and a M.S. in Financial Engineering from Claremont Graduate University.

IN THIS EPISODE, YOU’LL LEARN: 
00:00 - Intro
21:05 - How Lofty is democratizing home ownership through fractionalized ownership using the blockchain.
21:05 - Why real estate is inaccessible for most people.
21:05 - What the benefits of using the blockchain are in real estate.
28:23 - How tokenized real estate ownership works.
28:23 - What a DAO is.
55:56 - The advantages to a seller of using Lofty.
01:02:17 - How fractional ownership is different from owning a REIT.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Robert’s book The Everything Guide to House Hacking.

Related Episode: Listen to REI117: Warren Buffett Owns REITs, Should You? w/ Brad Thomas, or watch the video.

Can blockchain help my mortgaging business?


Unlock the Vault by Michael Fox-Rabinovitz.


Fractional Ownership and REITs by Dr. Adv. Harshul Savla.


NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.


SPONSORS
Support our free podcast by supporting our sponsors:

Toyota

Airbnb

DeleteMe

Yahoo! Finance

Fundrise

Public

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NerdWallet


Connect with Patrick (@jpatrickdonley): Twitter
Connect with Jerry: Website | Twitter | LinkedIn
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
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Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

REI158: Exploring Tokenized Real Estate w/ Jerry Chu

Millennial Investing by The Investor’s Podcast Network is hosted by Patrick Donley and Kyle Grieve. 
Millennial Investing is one of the top-ranked investing podcasts in the world geared to the millennial generation.
Here’s what we do:

- We have conversations with the world’s best investors, entrepreneurs, authors, and thinkers and explore their ideas, methods, and stories to help YOU better invest your time and money.
- Think of us as your research team who finds the most interesting and profitable investing and business insights that you'd normally have to pay for. Except it’s free!
- Our mission is to improve people’s financial literacy and business savvy to help in making better investment decisions with their time and money.

Start listening. Master the best of what other people have already figured out so you can use their lessons in your life to learn how to invest and build wealth.

Follow Patrick on Twitter at @JPatrickDonley, and Kyle on Twitter @IrrationalMrkts.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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Patrick Donley (@JPatrickDonley) sits down with Grace Gudenkauf and Amelia McGee to discuss how they got started in their journey of real estate investing. You’ll learn about their individual portfolios and how they financed them, how they connected and co-founded Women Invest in Real Estate, what you’ll learn from their forthcoming book, The Self-Managing Landlord, the books that have influenced them the most, and so much more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:46 - What Amelia and Grace’s first steps in real estate investing were.
06:51 - How they use the BRRRR strategy to grow their portfolios.
18:56 - What they did to finance their deals.
10:35 - How they educated themselves in real estate.
10:35 - Who their book is geared towards and what you’ll learn from it.
14:05 - How they began to scale their portfolios.
22:37 - How they met and created Women Invest In Real Estate (WIIRE).
29:06 - How they spend their time between WIIRE and running their portfolios.
42:41 - What their tech stack looks like.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Recommended book: The Self Managing Landlord by Grace Gudenkauf and Amelia McGee.

Recommended book: 10X is Better than 2X by Dan Sullivan.

Recommended book: Rich Dad Poor Dad by Robert Kiyosaki.

Recommended book: Real Estate Rookie by Ashley Kehr.

Check out the books mentioned in the podcast here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


Learn how to better start, manage, and grow your business with the best business podcasts.


SPONSORS
Support our free podcast by supporting our sponsors:

Toyota

Airbnb

DeleteMe

Yahoo! Finance

Fundrise

Public

NetSuite

NerdWallet


Connect with Patrick: Twitter  
Connect with Grace and Amelia: Website | Instagram 
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

MI347: Women Invest in Real Estate w/ Grace Gudenkauf & Amelia McGee

In today’s episode, Patrick Donley chats with The FI Couple, Ali and Josh, about their journey to financial independence. Despite starting with significant debt and job struggles, they turned to real estate investing to change their lives. They paid off over $100,000 in debt, built a $1.3 million real estate portfolio, and left their 9-5 jobs. Now, they manage their rental properties and run The FI Couple platform, helping others achieve financial freedom.

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:42 - How Ali and Josh grew up with very different money mental models and the challenges that provided to them.
18:08 - Why their differences proved to be a benefit.
25:31 - How they worked their way out of over $100,000 of debt.
27:07 - How they began to build their real estate portfolio.
44:25 - What their buy box looks like.
52:10 - How their strategies and beliefs have changed over the years.
55:33 - How they’ve been using seller financing to build their portfolio.
62:11 - Why it is important to build social capital and a digital resume.
64:35 - How Ali and Josh became The FI Couple.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Recommended book: I Will Teach You To Be Rich by Ramit Sethi.

Recommended book: Total Money Makeover by Dave Ramsey.

Recommended book: Set for Life by Scott Trench.

Recommended book: Seven Habits of Highly Successful People by Stephen Covey.

Related Episode: REI064: Financial Freedom Journey w/ Josh and Ali of the Fi Couple | YouTube video.

Check out The FI Couple’s free guide to real estate investing and house hacking.

Check out the books mentioned in the podcast here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


Learn how to better start, manage, and grow your business with the best business podcasts.


SPONSORS
Support our free podcast by supporting our sponsors:

Toyota

Airbnb

DeleteMe

Yahoo! Finance

Fundrise

Public

NetSuite

NerdWallet


Connect with Patrick: Twitter  
Connect with the FI couple: Website   |  Instagram | Twitter
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

MI346:  The True Total Money Makeover w/ Ali & Josh of The FI Couple

Robert Leonard and Raoul Pal discuss the macro environment, NFTs, crypto, and Bitcoin. Raoul Pal is a co-founder of Real Vision, has run a successful global macro hedge fund, co-managed Goldman Sachs’ hedge fund sales business in Equities and Equity Derivatives in Europe, and helped design the BBC TV program Million Dollar Traders, training participants in investment and risk management strategy.

IN THIS EPISODE, YOU’LL LEARN
00:00 - Intro
02:01 - How did Raoul’s experience at BBC while designing Million Dollar Traders inspired him to create Real Vision?
02:01 - What were the roadblocks and defining moments that led to the creation of Real Vision?
02:01 - What was missing in the marketplace prior to Real Vision?
06:21 - What are the 3 phases of a crisis and which phase are we currently in?
06:21 - How the multiple stimulus bills being passed by the US government affects the macro-environment.
15:26 - What financial experts mean when they say the “government is printing money”.
22:07 - With the fall of the macro environment, is this something that new investors should be worried about or should they focus on the basics first?
32:14 - How did Twitter, Reddit and other social media outlets change the investing landscape for younger and newer investors? 
36:51 - How Raoul’s opinion changed from just having a small amount of crypto to a large amount specifically, Bitcoin. 
38:20 - What other fellow macro-experts think about crypto and bitcoin?
43:13 - What other coins, other than Bitcoin and Ethereum have a potential to succeed?
49:48 - Whether it’s possible for the government to outlaw crypto.
54:12 - What are NFTs and Raoul’s view as a potential investment case?
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Bitcoin’s white paper.

Recommended Book: The Intelligent Investor by Benjamin Graham.

Recommended Book: The Simple Path to Wealth by JL Collin.

Recommended Book: The Laws of Wealth by Daniel Crosby.

Recommended Book: Pioneering Portfolio Management by David Swensen.

Check out the books mentioned in the podcast here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


Learn how to better start, manage, and grow your business with the best business podcasts.


SPONSORS
Support our free podcast by supporting our sponsors:

Toyota

Airbnb

DeleteMe

Yahoo! Finance

Fundrise

Public

NetSuite

NerdWallet

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

MI Rewind: Could This Time Truly Be Different? NFTs, Macro, Crypto, Bitcoin w/ Raoul Pal

Kyle Grieve chats with Brian Stofell about the crucial role of being transparent with your track record, how to score anti-fragility, managing risk in a portfolio where evaluation isn’t critical, the interplay of narrative and investor sentiment, how to utilize a reverse DCF to find the market's assumptions on growth, investment lessons from Nassim Nicholas Taleb, how to weight probabilities for analyzing the outcome of a stock, and a whole lot more!

IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
03:12 - The significance of track record in decision-making processes.
03:50 - The crucial role of having "skin in the game" in various ventures.
08:56 - Insights into Brian's transition towards tech-oriented businesses.
09:13 - Why Brian adds a stock at any price, regardless of valuation, if the business is anti-fragile.
09:13 - The importance of free cash flow when looking at loss-making businesses.
14:30 - How Brian enters a position and how he allows it to earn its way to a higher allocation.
19:57 - Exploring the anti-fragility inherent in specific tech sectors.
37:52 - Why switching costs are so easily identifiable.
40:56 - How to use RDCF to help you better understand the assumptions made about a business.
46:22 - The importance of understanding the relationship between narratives and price.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Buy a copy of The Psychology Of Money here.

Check out the books mentioned in the podcast here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


Learn how to better start, manage, and grow your business with the best business podcasts.


SPONSORS
Support our free podcast by supporting our sponsors:

Toyota

Airbnb

DeleteMe

Yahoo! Finance

Fundrise

Public

NetSuite

NerdWallet


Connect with Kyle: Twitter | LinkedIn | Website
Connect with Brian: LinkedIn | Website | Twitter
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

MI345: A Decade Outperforming The NASDAQ w/ Brian Stoffel

In this today’s episode, Patrick Donley (@JPatrickDonley) sits down with Grant Dougherty, a Houston-based tax professional who specializes in real estate and small business tax strategies. You’ll hear about the lessons Grant learned playing college baseball, how he got his accounting practice started, what some of his favorite tax saving strategies are, what are some important financial moves real estate investors and small business owners should make, what the biggest mistakes he sees people make with their taxes, and much more!
Grant is a real estate and small business tax professional who runs Dougherty Tax Solutions. He has built his practice largely through content creation on Twitter and Instagram and lives in Houston with his wife and 3 small children. 

IN THIS EPISODE, YOU’LL LEARN:
00:00 Intro
02:25 - What lessons Grant learn from playing college baseball.
09:36 - What steps did he take to get his accounting practice started.
12:47 - How he has grown his business and Twitter following.
20:50 - What the tax advantages are of a high-earning W2 spouse married to a Real Estate professional.
24:23 - What is cost segregation and bonus depreciation and why it’s important.
28:35 - What are some of his favorite tax-saving strategies.
33:22 - What are some financial moves that small business owners should make.
35:50 - How Grant manages his portfolio.
44:09 - What are the biggest mistakes that he sees people make with their taxes.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Recommended book: Grit by Angela Duckworth.

Recommended book: The Intelligent Investor by Benjamin Graham.

Check out MI285: The Art of Tax Optimization w/ Mitchell Baldridge | YouTube video.

Check out MI334: Confessions of an Entrepreneurial Addict w/ Chris Koerner | YouTube video.

Check out the books mentioned in the podcast here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.


NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.


Learn how to better start, manage, and grow your business with the best business podcasts.


SPONSORS
Support our free podcast by supporting our sponsors:

Toyota

Airbnb

DeleteMe

Yahoo! Finance

Fundrise

Public

NetSuite

NerdWallet


Connect with Patrick: Twitter  
Connect with Grant: Website   |  Twitter  
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

REI158: Exploring Tokenized Real Estate w/ Jerry Chu

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