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After working in the pharmaceutical industry for 20+ years, he founded Perennial Pride which allowed him to leave his corporate job and pursue his passion and purpose. Tom teaches principles and strategies that help families recapture ownership of their financial lives so they can design the life they truly desire.

Main point:

• What’s your approach to wealth building that makes you unique to work with?
• What is the process and model you leverage to help your clients?
• What inefficiencies do you typically see in your clients’ financial profiles after you’ve worked through your process model?
• How do financial institutions control people’s wealth?
• What is the biggest area of financial exposure for the clients you serve? Where are the biggest opportunities to build wealth most aren’t exploring?
• What is the Infinite Banking Concept?
• What would you say are some the of big keys to growing your wealth?
• What is the one area of wealth building that gets overlooked by the typical advisor?

Connect with Tom Suvansri:

• https://www.perennialpride.com/books/ 
• https://www.perennialpride.com/podcast/
• [email protected]
• https://www.facebook.com/perennialpride
• https://www.linkedin.com/company/perennial-pride/
• https://twitter.com/perennialpride
• https://www.youtube.com/@perennialpride7448

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Welcome to Real Estate Investing Abundance Podcast, where we bring clarity to the complex world of finance and investment. In this episode, we’re joined by Jason Mandel, a seasoned expert dedicated to revolutionizing the life insurance and real estate investment landscapes.

Main Themes of the Episode:

1. Life Insurance Policy Sales & Broker Fees: We delve into the controversial topic of high broker fees in the life insurance industry. Jason discusses the pressing issue of policyholders being burdened with excessive fees, calling for a shift towards a more client-centric approach.
2. Financing Life Insurance Policies: Jason advocates for a strategic framework that could potentially eliminate the need for additional collateral when financing life insurance policies. He argues that this change could significantly benefit policy buyers.
3. Real Estate Investment Services: Our conversation shifts to the services Jason provides to real estate investors. We cover critical aspects like leveraging tax benefits, effective risk management, and strategies to minimize potential risks associated with property investments.
4. Insights from “Demand Transparency”: Jason shares valuable insights from his book, “Demand Transparency.” The book is a must-read for anyone looking to understand the inner workings of life insurance policy sales and real estate investment.
5. Connecting with Jason Mandel: For listeners eager to learn more, we discuss how you can connect with Jason. You’ll find him actively engaging with his audience on LinkedIn and YouTube, where he shares more of his knowledge.
6. Educational Resources: The host encourages viewers to explore Jason’s website and YouTube channel. These platforms are rich with educational content designed to help you make informed decisions in finance and investment.
7. Free Consultation Offer: To cap off the episode, we remind our listeners of the opportunity to schedule a free consultation with Jason. It’s a chance to get personalized advice from an expert in the field.

Links Mentioned in This Episode:

• https://www.linkedin.com/in/mandeljason/
• https://www.youtube.com/@themandelfamilyoffice
• themandelfamilyoffice.com

Thank you for tuning in to today’s episode. If you’re looking to navigate the complexities of life insurance or real estate investment, we hope the insights from Jason Mandel have provided you with valuable guidance. Remember to subscribe to our podcast for more enlightening discussions and check out the links provided in the show notes for further learning opportunities.

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Introduction:

• Join me in this inspirational episode of “Real Estate Investing Abundance” as he welcomes Mischa Zvegintzov, a former home loan officer turned real estate investment advocate.
• Mischa shares his powerful story of overcoming addiction and how it led him to a life of mentoring and real estate.

Misha’s Story:

• Discover Mischa's battle with substance abuse, including alcohol and drug addiction, and the legal troubles that accompanied it.
• Hear about the life-changing ultimatum Mischa faced: treatment or jail time, and the path he chose towards sobriety and accountability.
• Learn about Mischa’s commitment to helping others in recovery through mentorship and support.

Real Estate Insights:

• Transitioning from personal struggles to professional strategies, Mischa provides invaluable advice for real estate investors.
• Understand the importance of sharing expertise and properties on podcasts to increase visibility in the real estate market.
• Mischa offers practical tips and tools like using podcast addict.com or chartable.com to identify and connect with podcast hosts.
• Gain access to an effective email template that Mischa shares for securing guest spots on relevant podcasts.

Leveraging AI and Databases:

• Mischa explains how artificial intelligence and databases such as pitch DB can make the podcast outreach process more efficient.
• The conversation touches on how these technologies can assist real estate investors in expanding their network and reach.

Steed Talker Capital Webinar Promotion:

• The episode highlights an upcoming webinar by Steed Talker Capital focused on utilizing 401k’s and IRAs for generating passive real estate investment returns.
• Emphasizing the firm’s dedication to financial independence and support for recovery initiatives, particularly horse treatment programs.

Call to Action:

• Listeners are encouraged to learn more about the topics discussed by visiting the show’s website.
• A push for audience engagement with the webinar and an invitation to explore the benefits of real estate investing as a path to financial freedom.

Conclusion:

• Mischa Zvegintzov's journey from overcoming personal challenges to becoming a beacon of hope and expertise in the real estate community serves as a central theme of the episode.
• Dr. Lomax and Mischa’s conversation not only provides hope for those in recovery but also solidifies the bridge between personal development and professional growth through real estate investing.

Remember to tune in for more episodes of “Real Estate Investing Abundance” and join the community of investors who are making a difference while building wealth.

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Introduction:

• Welcome to another episode of “Real Estate Investing Abundance,” where we explore ways to enrich your life through real estate investing.
• Today’s guest is Andrew Kim, CEO and founder of Share, a company revolutionizing passive real estate investment for financial independence.

Andrew Kim’s Background:

• Andrew’s journey began in a low-income family, teaching him the value of financial stability early on.
• His entrepreneurial ventures in Silicon Valley further reinforced his financial lessons, shaping his approach to real estate investment.

Share’s Innovative Services:

• Share employs AI technology to create customized investment strategies based on individual financial situations, risk profiles, and preferences.
• The company primarily serves middle management families and entrepreneurs seeking to create generational wealth.

Educational Platform and Personalized Guidance:

• Share offers an extensive education platform complete with tools and resources for investors.
• Investors receive personalized support through one-on-one calls, covering everything from financing to long-term asset management.

Operational Strategies:

• The company operates in landlord-friendly states and partners with large institutions for better property management.
• Share assists clients with purchasing, renovating, leasing, and managing real estate assets, with a focus on a fixed fee structure for transparency.

Adapting to Market Challenges:

• Share adapted its business model in response to high-interest rates and pandemic-related operational challenges.
• The shift from holding assets to providing educational resources and sourcing reflects the company’s flexibility and commitment to meeting client needs.

Clientele and Services:

• Share’s client base primarily includes investors from coastal states like New York and California, seeking profitable investments outside their local markets.
• The company offers comprehensive services, including tax filing and insurance, alongside its investment guidance.

Industry Insights:

• A mention of a congressman’s real estate proposal suggests a need for actionable policies over performative politics in the real estate sector.

Additional Resources:

• The episode promotes an upcoming real estate investing webinar for listeners to gain further insight.
• Steve Tucker Capital is highlighted as a resource for achieving financial independence through passive real estate investing, with a unique angle of supporting equine activities.

Conclusion:

• For more information and resources, visit stevetucker.com and learn how to build your real estate investment portfolio for long-term wealth.
• Stay tuned for more expert insights on “Real Estate Investing Abundance.”

Call to Action:

• Don’t forget to subscribe for more episodes and visit our website to join our community of abundant real estate investors.

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Welcome to another enlightening episode of Real Estate Investing Abundance. In this episode, we’re thrilled to have Alex Kingman from KGI Capital join us as we delve into the strategies for mitigating risks when it comes to passive investments in multifamily real estate. Here are the highlights of what you can expect from today’s discussion:

• Introduction to Alex Kingman: Get to know Alex Kingman, the director of investor relations at KGI Capital, who has a compelling backstory and a strong passion for helping individuals achieve financial freedom through real estate investments.
• The Sophomore Year Turning Point: Alex shares a personal and pivotal experience from her high school years that had a profound impact on her future career choices and personal development.
• Battling Depression and Overcoming Obstacles: Listen as Alex recounts her struggles with depression during her formative years and the proactive steps she took towards recovery, setting the stage for her future success.
• KGI Capital’s Investment Focus: Discover how KGI Capital specializes in turning distressed properties into lucrative investments, particularly in the Southwest and Midwest regions, boasting a portfolio that exceeds $30 million.
• Strategies for High Net Worth Individuals: Alex provides valuable insights into how high net worth individuals can utilize apartment building investments to not only decrease their tax burden but also increase their passive income.
• Risk Minimization in Multifamily Investments: Delve into the specific tactics that can be employed to minimize risks associated with passive multifamily real estate investments, ensuring more secure and profitable outcomes.
• The Power of Self-Improvement: Hear about the importance of personal development and how dedicating time to better oneself each day can have a transformative effect on both personal and professional life.
• Taking Control Over Your Life: Learn from Alex’s experiences on how investing in real estate can offer individuals more control over their time and life choices, leading to a more abundant and fulfilled existence.

This episode is a must-listen for anyone interested in passive real estate investments or looking for inspiration on how personal growth can align with professional success. Join us as we uncover the secrets to managing risks and reaping the rewards in the multifamily real estate market with our esteemed guest, Alex Kingman.

Remember to Subscribe and Leave a Review: If you enjoyed the episode, don’t forget to subscribe and leave us a review. Your feedback helps us bring more value to our listeners!

Stay tuned for more episodes of Real Estate Investing Abundance where we help you cultivate wealth, harmonize prosperity, and live a life in alignment with your values.

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In this episode, we delve deep into the world of substantial investment opportunities and the compelling benefits of participating in syndicated deals. Our main theme revolves around the powerful strategies investors can employ to enhance their financial portfolio, including:

1. Cost Segregation & Depreciation:
   • Learn how aggressive depreciation and cost segregation can lead to significant early losses.
   • Discover how these losses can be used strategically to offset passive income, leading to substantial tax benefits.
2. Legal Tax Mitigation & Asset Protection:
   • Explore the use of LLCs and irrevocable trusts as mechanisms for reducing tax liabilities and safeguarding assets.
   • Understand the critical role of net worth and adjusted gross income in determining the necessity for trusts in your investment strategy.
3. Systematic Investment Analysis:
   • The episode stresses the importance of a methodical approach to understanding investments and the potential impacts on your financial goals.
4. Financial Industry Marketing Practices:
   • Get insights into the marketing tactics used within the financial industry, with a focus on trademark terms and how they may affect investor perception.
5. Real Estate Investing Insights:
   • Steve Tucker Capital makes a guest appearance to share invaluable knowledge on real estate investing through his podcast.
   • Listeners are also invited to an exclusive webinar that further explores the nuances of the real estate market.
6. Engaging with Our Content:
   • We encourage our audience to actively engage with our content by liking, sharing, and subscribing to the podcast.
   • Help us grow and improve by leaving your ratings and reviews on Apple Podcasts.

Stay tuned as we dissect these topics and offer actionable advice for investors seeking to maximize their returns through syndicated deals and sophisticated tax strategies. Whether you’re new to investing or looking to refine your portfolio, this episode is packed with essential information to help you navigate the complexities of investment and tax planning. Don’t miss out on the knowledge that could elevate your investment game!

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Jordan is celebrated as one of Windsor's top realtors. He's a family man at heart and a believer in authenticity. He has extensive experience in investing, both with success and navigating pitfalls within the industry.

Main point:

• Why do exit strategies matter?
• Is it still wise to invest in today's market?
• What would you have done differently if you'd had a crystal ball?
• How does your perception of the value of money change how you use it?
• Do you regret your decisions as an investor in the past two years?
• How do you qualify risks you're willing to take?

Connect with Jordan Silvester:

• Book a call for strategic planning for your next investment: https://calendly.com/jordan-silvester
• [email protected]
• https://www.facebook.com/jordan.silvester.3
• https://www.instagram.com/silvesters.ca
• https://www.linkedin.com/in/jordan-silvester/
• https://www.tiktok.com/@jordan_silvester
• https://www.youtube.com/@Jordan.Silvester
• http://jordansilvester.com

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Julian Vogel has work over $11,000 million in real estate transactions and originated debt and equity for almost every commercial asset type and scenario. Julian Vogel began his career in a boutique sales brokerage, called Eastchester Equities, located in Eastchester, NY. During his time there, he was mentored by the head broker in capital structuring and acquisitions. The brokerage was focused on the tri-borough markets. From there Julian went to Deerwood Capital, which was rated in the top 15 commercial mortgage brokerages in the United States for three years in a row. While at Deerwood, Julian worked on over $250 million dollars of real estate transactions and originated debt and equity for almost every commercial asset type and deal scenario. After spending nearly 3 years at Deerwood, Julian started his own commercial mortgage and equity brokerage called Return Capital, LLC. While running Return Capital, Julian worked on $300 million dollars’ worth of commercial real estate deals and structured and originated both debt and equity for his clients over a 3-year period. Julian joined Colony Hills in 2019 and has since been instrumental in successfully sourcing and structuring approximately $624 million of debt and equity for both acquisitions and for the first and second Catalyst Real Estate Funds.

Main point:

• What is neutral or positive leverage? 
• How can a passive, inexperienced investor, quickly figure out if a deal is conservatively underwritten or not?
• How does your team decide what deals or markets to invest in? 
• What are the real estate investment vehicles that Colony Hills offers?
• How does an investment waterfall work?

Connect with Julian Vogel:

• Check out our website and our Fund III!
• [email protected]
• https://www.linkedin.com/in/julian-vogel-5b855930/
• http://www.colonyhillscapital.com

We'd love to hear from you. What are your thoughts and questions?

Marcus is an intentional husband, father, and founder of A Long Legacy Capital. Following a 21 year career as a Naval Officer, he leveraged his nearly two decades of real estate investing experience to continue a life of service to educate and bring opportunity to others.

Main point:

• After over two decades in the military, why did you become a full time real estate investor? 
• Were there lessons from the military that have translated to your real estate investing journey? 
• Why should those that are busy professionals or not interested in being an active investor consider passive investing in real estate? 
• What do you or your team do that you believe makes you different from others in the same profession? 
• What are the first steps someone should take if they are interested in passively investing and understanding if these investments are a good fit for them. 
• A lot of these are focused around benefits to or relationship with passive investors, but I am happy to discuss any other questions that you think would be useful for your audience including communication, systems, processes, etc.

Connect with Marcus Long:

• https://alonglegacy.com/connect/
• [email protected]
• https://www.facebook.com/marcus.long
• https://www.instagram.com/marcus.l.long/
• https://www.linkedin.com/in/marcus-long-22278391/
• https://alonglegacy.com/

We'd love to hear from you. What are your thoughts and questions?

Former Career Firefighter with Baltimore City turned Real Estate Investor. We have grown our portfolio to over $70mm of assets with a concentration on Self Storage and Multi Family
Main point:

• Benefits of Self Storage 
• How To Grow An Orginization
• How To Raise Private Capital For Your Deals
• Can you share your journey from being a career firefighter in Baltimore City to becoming a real estate investor? What inspired you to make this transition?
• What factors led you to concentrate your real estate investments in self-storage and multi-family properties? Are there specific advantages or strategies you find particularly compelling in these asset classes?
• Growing a real estate portfolio to over $70 million is a significant achievement. Could you outline some key milestones or strategies that contributed to this growth?
• Self-storage is often considered a unique niche in the real estate industry. What drew you to this asset class, and what are the challenges and opportunities you've encountered while investing in self-storage facilities?
• Multi-family properties are a popular choice for real estate investors. What approaches or tactics have you used to successfully manage and grow your multi-family portfolio?
• Can you share a specific success story or deal that was instrumental in expanding your portfolio? What made it stand out, and what lessons did you learn from it?
• With your background as a firefighter, do you find any unique skills or perspectives from your previous career that have been valuable in your real estate investments?
• Real estate investing often involves various financing and funding strategies. How have you secured financing for your portfolio's expansion, and do you have any tips for others looking to finance their real estate investments?
• Property management is a critical aspect of real estate investing. How do you approach property management, especially when dealing with a diverse portfolio of self-storage and multi-family properties?
• What are your thoughts on market cycles and risk management in real estate investment? How do you adapt your strategy to changing market conditions?
• Are there any specific geographic regions or markets that you prefer for your real estate investments, and if so, what factors influence your selection of these areas?
• As someone who has transitioned from a different career, what advice would you give to individuals considering a similar shift into real estate investment? What skills or knowledge do you believe are essential for success in this field?

Connect with Ian Horowitz:

• See how we co-invest on our deals at www.equitywarhouse.com
• [email protected]
• https://www.facebook.com/equitywarehouse
• https://www.facebook.com/equitywarehouse
• https://www.linkedin.com/in/ian-horowitz-255185106/
• https://www.linkedin.com/in/ian-horowitz-255185106/
• https://www.youtube.com/@EquityWarehouse
• http://www.equitywarehouse.com
• Podcast-Real Estate Reserve Podcast