The Cash Flow Chronicles- How to Make Your Money Work for You

In this episode, we discover the dynamics of mutual funds and ETFs, comprehend the power of private-sector investments, and unravel the subtleties of single-asset funds and multi-asset funds. We dive into the pros and cons from both the investor and management perspectives, shedding light on the potential for increased returns and the convenience of fund structures. Remember that wealth creation is a decade-long process, and patience is key. Whether you're a seasoned investor or a newbie, this episode is packed with insights to help you navigate the world of funds.

Connect with Jonny!

• Cattani Capital Group: https://cattanicapitalgroup.com/
• Invest with us: [email protected]
• LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/
• Jonny’s Instagram: https://www.instagram.com/jonnycattani/
• TikTok: https://www.tiktok.com/@jonnycattani
• YouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0A

Are you eager to unlock the secrets of financial planning and diversification? Well, buckle up because Lisa Crosta, a seasoned certified financial planner and CPA, is joining us to share her wealth of knowledge. With 15 years of industry expertise, Lisa unravels the complexities of financial goals and the crucial role meticulous planning plays in reaching them. In this episode, we talk about the power of diversification in investments and the significance of nurturing multiple streams of income. Plus, we have a candid discussion about the importance of a robust financial plan and the impact your mindset can make on financial success.

Connect with Lisa:
https://www.bppwealth.com/team/lisa-crosta
https://www.linkedin.com/in/lisa-crosta-cpa-cfp%C2%AE-mba-9b6b2434/

Connect with Jonny!

• Cattani Capital Group: https://cattanicapitalgroup.com/
• Invest with us: [email protected]
• LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/
• Jonny’s Instagram: https://www.instagram.com/jonnycattani/
• TikTok: https://www.tiktok.com/@jonnycattani
• YouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0A

Happy Thanksgiving!!!

In this episode, you'll learn about the exciting world of private funds - the good, the bad, and everything in between. Get an insider scoop on how both investors and managers can navigate the often-tricky due diligence process. Also, keep listening to hear my amusing musings about my undying love for Thanksgiving leftovers.
 

Connect with Jonny!

• Cattani Capital Group: https://cattanicapitalgroup.com/
• Invest with us: [email protected]
• LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/
• Jonny’s Instagram: https://www.instagram.com/jonnycattani/
• TikTok: https://www.tiktok.com/@jonnycattani
• YouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0A

You know, life has a funny way of leading us down unexpected paths. A few short weeks ago, I had no idea that I'd be here, enthusiastically introducing myself as the newest investor relations associate at Sunrise Capital Investors. What an electrifying adventure it's been already, navigating the fast-paced world of investment, engaging with savvy investors, and getting to grips with Sunrise's asset focus. The team is incredibly driven, holding on to a remarkable record of never withholding distributions. Oh, and did I mention the first asset in our current fund? Well, I'd spill the beans right now, but where's the fun in that? Let's save that for our next episode.

On a more personal note, as we celebrate Thanksgiving, my heart is filled with gratitude. Not just for this new journey with Sunrise but for the numerous blessings and joys in my life. Even in the midst of the excitement over funds and assets – I'm making the time to slow down, enjoy Thanksgiving and reflect on all that I'm thankful for. Stay tuned for a short episode on Friday where I plan to share more about my decision to join Sunrise and how it has shaped my perspective. From my heart to yours, I wish you a Thanksgiving filled with warmth, love, and joyous moments.

Connect with Jonny!

• Cattani Capital Group: https://cattanicapitalgroup.com/
• Invest with us: [email protected]
• LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/
• Jonny’s Instagram: https://www.instagram.com/jonnycattani/
• TikTok: https://www.tiktok.com/@jonnycattani
• YouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0A

Revealing the secret ingredients to a successful real estate empire, we sit down with Corey Peterson, CEO and founder of Kahuna Investments. From the humble beginnings of a used car salesman to acquiring over $250 million in real estate nationwide, Corey shares the pivotal moments, lessons learned, and the influence of his mentor 'Bruce Wayne.' Corey talks about the need to consider insurance and taxes, the potential of short-term bridge debts in the current market, and the possible impact of the upcoming election year on interest rates. Don't forget to get your free copy of his book - 'Trust But Verify: The Passive Investor's Guide to Real Estate Syndicators.' A must-listen for anyone looking to build wealth in the real estate sector!

As the owner of Kahuna Investments, Corey strives to provide his investors with stable cash flow returns and long term capital appreciation by buying multi-family apartments.

Corey has managed and acquired over $200+ million in real estate across the country. He is the bestselling author of  “Why The Rich Get Richer– The Secrets to Cash Flowing Apartments” and host of the Multi-Family Legacy Podcast. He speaks around the country on this subject including at Harvard and Nasdaq. Corey is frequently featured on FOX, CBS, ABC, and NBC affiliates.

Get Corey's book, Trust But Verify: The Passive Investor's Guide to Real Estate Syndicators for FREE when you text B-O-O-K to 480-500-1127.

Connect with Corey:
LinkedIn: https://www.linkedin.com/in/corey-peterson/
IG: https://www.instagram.com/kahunacashflow/
Web: https://kahunainvestments.com/

Connect with Jonny!

• Cattani Capital Group: https://cattanicapitalgroup.com/
• Invest with us: [email protected]
• LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/
• Jonny’s Instagram: https://www.instagram.com/jonnycattani/
• TikTok: https://www.tiktok.com/@jonnycattani
• YouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0A

In this episode, Jonny shares a personal journey and a unique perspective on the upcoming holiday season. Reflecting on his experience as a mentor in the Big Brothers, Big Sisters program, he emphasizes the joy of giving beyond material gifts. He challenges listeners to make a difference in someone's life, whether big or small and highlights that the impact doesn't always have to be monetary. Jonny encourages us to embrace the season's spirit by reaching out and helping others, making a positive difference in the world. Join him in this thoughtful Friday follow-up as he navigates through the complexities of life, offering a reminder of the true essence of the holiday season—compassion, connection, and the simple joy of giving.

Connect with Jonny!

• Cattani Capital Group: https://cattanicapitalgroup.com/
• Invest with us: [email protected]
• LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/
• Jonny’s Instagram: https://www.instagram.com/jonnycattani/
• TikTok: https://www.tiktok.com/@jonnycattani
• YouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0A

Want to make your money work for you? Join us as we unravel the mysteries of the world of investment funds - mutual funds, hedge funds, ETFs, and the less known Single Purpose Vehicles. This episode promises a deep dive into how these funds are pooled for specific purposes, the strategies they employ, and the concept of hedging bets for risk mitigation. We don't stop there - we also uncover the pros and cons of using funds over single assets.

Fascinated by the world of private investments? We do a side by side comparison of popular investment funds and how they operate. From understanding the net asset value (NAV) of mutual funds to exploring single asset funds, multi asset funds, and fund to funds - we've got it all covered. Plus, you'll learn about the crucial role of fiduciary duty in managing these funds and the importance of quarterly updates for investors. Finally, we delve into the benefits and risks of different fund structures and special purpose vehicles, particularly in real estate. This episode is a must-listen for anyone wanting to understand the complex world of investment funds.

Connect with Jonny!

• Cattani Capital Group: https://cattanicapitalgroup.com/
• Invest with us: [email protected]
• LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/
• Jonny’s Instagram: https://www.instagram.com/jonnycattani/
• TikTok: https://www.tiktok.com/@jonnycattani
• YouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0A

Ready to leave your 9 to 5 grind and transition into the world of passive investing? Buckle up as we step into the mind of John Todderud. With a background in software and technology, John ended his traditional job and transitioned towards financial freedom through real estate investing. He generously shares his insights about the ease of entry into real estate, the changing culture of side hustles, and how understanding the process can help you take control of your investment destiny. John offers invaluable insights into his own underwriting model and the importance of establishing lasting relationships. We also delve into finding good real estate investment opportunities, considering criteria such as population growth, job growth, rent affordability, and household income. Whether you're a seasoned investor or just starting out, this episode offers abundant insights and advice to help you navigate the lucrative world of real estate investing.

John is a multifamily investor, syndication sourcing, capital raising, sponsoring, and underwriting.  He helps investors grow wealth and income through large-scale apartment investments in emerging markets. He is the founder of Cardinal Oak Investments, which creates opportunities for stable, long-term investments in the safest and most reliably secure types of real estate: multifamily apartments. Through general partnerships with other experienced managers, we create real estate syndications to invest in apartments in strategic growth markets in the U.S.

Connect with John:
Website: https://learnaboutapartments.com/
LinkedIn: https://www.linkedin.com/in/johntodderud/
Facebook: https://www.facebook.com/cardinaloak

Connect with Jonny!

• Cattani Capital Group: https://cattanicapitalgroup.com/
• Invest with us: [email protected]
• LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/
• Jonny’s Instagram: https://www.instagram.com/jonnycattani/
• TikTok: https://www.tiktok.com/@jonnycattani
• YouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0A

Ready to challenge your perspective on productivity and the revered morning routine? 
In this week's episode, we look at the obsession with morning routines and how it might be limiting your potential to make money. We also talk about the exciting world of private funds, an area that's igniting the industry right now. From single-asset funds to multi-asset funds, and the difference between public and private funds - it's a discussion you won't want to miss. 

Connect with Jonny!

• Cattani Capital Group: https://cattanicapitalgroup.com/
• Invest with us: [email protected]
• LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/
• Jonny’s Instagram: https://www.instagram.com/jonnycattani/
• TikTok: https://www.tiktok.com/@jonnycattani
• YouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0A

Are we on the brink of a socio-political collapse? Could the land of the free be en route to a civil war? These are uncomfortable questions that we confront head-on in our latest episode. Let's talk about the heartrending crisis in Israel, spending time to understand how it is deeply connected to the United States and how the US has a hand in the turmoil. This episode is not just about awareness; it's a call to action, urging us all to step up and be a part of the solution. So tune in as we tackle these complicated issues and strive to bring about change, one conversation at a time.

Connect with Jonny!

• Cattani Capital Group: https://cattanicapitalgroup.com/
• Invest with us: [email protected]
• LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/
• Jonny’s Instagram: https://www.instagram.com/jonnycattani/
• TikTok: https://www.tiktok.com/@jonnycattani
• YouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0A