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

The Investor Relations Real Estate Podcast 

Episode 13: I Want To Be In The Markets That I’m In Because I Know Them

Host: Jonny Cattani 

Guest: John Rubino

Producer: April Munson 

Jonny Cattani is joined by John Rubino to discuss: 

• Due Diligence 
• Red flags when vetting sponsors 
• Working with others who have familiarity within your chosen Market 

John is the COO, Founder & Co-Managing Partner of JID Investments LLC (JIDI). JIDI is a real estate private money and equity investment firm which seeks to secure high yield returns with medium risk by providing investment capital to individuals & businesses with viable residential, commercial & mixed-use real estate business and/or investment opportunities.

John’s primary responsibilities include executing the daily operations of JIDI to include marketing and advertising, website and social media design, investor and client relations, extensive due diligence review of all prospective investor and business clients, financial and revenue analysis, and securing of investment sources for project funding resulting in investment of over $28.2M for the company. JIDI has over $19M invested on ten executing projects in several thriving real estate markets (Washington, DC; Frederick, MD; Richmond, VA, Fairfax, VA; Charlotte, NC, and Atlanta, GA).

John is a graduate of New York Maritime College and holds a 3rd-Mates License in the U.S. Merchant Marine. After graduation he received a commission as a U.S. Naval Officer. He served honorably as a Naval Aviator for 20 years. In 2008 he received his Master of Science from Embry-Riddle Aeronautical University.

Linked material referenced during the podcast:

Book: Atomic Habits - James Clear 

https://www.amazon.com/Atomic-Habits-James-Clear-audiobook/dp/B07RFSSYBH/ref=sr_1_1?crid=1RSRX1RABW12S&keywords=atomic+habits&qid=1650360241&s=books&sprefix=atomic%2Cstripbooks%2C91&sr=1-1

Connect with John!

Email: [email protected]

Best places to find more information on JIDI:

Website: www.jidinvestments.com

LinkedIn: https://www.linkedin.com/company/jid-investments-llc/

YouTube: https://www.youtube.com/channel/UC3Z7lQgEOj_PQbgaSDAv4hg

Connect with Jonny!

Cattani Capital Group: https://cattanicapitalgroup.com/

Invest with us: [email protected]

LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/

Instagram: https://www.instagram.com/jonnycattani/

The Investor Relations Real Estate Podcast 

Episode 12 - It’s All A Digital Marketing Game 

Host: Jonny Cattani 

Guest: Lane Kawaoka 

Producer: April Munson

Jonny Cattani is joined by Lane Kawaoka to discuss: 

• You have to get in cahoots with the brokers 
• Building your credibility 
• Understanding Class A B and C assets
• It’s all a digital marketing game 

Lane Kawaoka has been investing for over a decade and now controls 8,000+ units ($1B+ AUM).  As owner of CrowdfundAloha.com, SimplePassiveCashflow.com, and ReiAloha.com, Lane is responsible for finding investment opportunities, analysis, and marketing. Mr. Kawaoka obtained a BS in Industrial Engineer and MS in Civil Engineering and Construction Management from the University of Washington. In addition to an analytical engineering background, Lane has real world experience in working as a project manager for over $250 million dollars of capital construction projects in both the public and private sector. Working as a high paid professional in Corporate America and frustrated by the traditional wealth building dogma, Lane was compelled to inspire and mentor other working professionals via his Top-50 Investing podcast at SimplePassiveCashflow.com.

Connect with Lane!

Website: https://simplepassivecashflow.com/

Connect with Jonny!

Cattani Capital Group: https://cattanicapitalgroup.com/

Invest with us: [email protected]

LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/

Instagram: https://www.instagram.com/jonnycattani/

Dream Chasers | Interviews with the Future 

DC 203: Rob Overstreet & Jonny Cattani - Build Your Capital Raising Machine Part 1 

Adam Carswell shares his next level interview with Rob Overstreet, Managing Partner at Harbor Drive Holdings LLC, and Jonny Cattani, Managing Principal at Cattani Capital Group, at the Best Ever Real Estate Conference (BEC) on how they are growing their businesses through capital raising and investor outreach. 

In this episode, Rob and Jonny talk about: 

• What they are currently most excited about for building their capital raising capabilities
• The KPIs they track to attract investors 
• The niche communities they are looking toward to find great investors 
• Their key takeaways from the capital raising space 

Adam would like to give a huge thanks to Rob and Jonny for coming onto the Dream Chasers platform and sharing their knowledge and experience building out their businesses through raising capital for real estate. 

Contact Rob Overstreet: https://harbordriveholdings.com/meet-the-team/rob-overstreet/

Contact Jonathan Cattani: https://cattanicapitalgroup.com/about-us/ 

Timestamped Shownotes: 

02:39 - Host Adam Carswell introduces Rob Overstreet, Managing Partner at Harbor Drive Holdings and Jonny Cattani, Managing Principal at Cattani Capital Group 

04:57 - What is Jonny most excited about right now in regard to building up his capital raising machine? 

05:33 - What was the final push for Jonny that made him launch his own podcast? 

06:44 - What is Rob most excited about right now in regard to building up his capital raising machine? 

08:25 - What KPIs is Rob tracking this year to attract investors? 

09:47 - What KPIs is Jonny looking at to begin his investor funnel? 

11:41 - What niche of investors is Jonny focusing on to attract investors in his company? 

14:14 - What community is Rob focusing on to attract investor interest in his company? 

16:28 - What one key takeaway from the world of capital raising would Rob recommend to others looking to grow their business? 

17:04 - What one takeaway from the world of capital raising would Jonny recommend to others looking to grow their business? 

Sponsored by: RaiseMasters, the #1 Mastermind for Elite Capital Raisers 

The Investor Relations Real Estate Podcast 

Episode 11 - Friday Follow Up: If You’re Going To Do It, You Have To Do It Right 

Host: Jonny Cattani 

Producer: April Munson

Join our host Jonny Cattani for a one on one ‘Friday Follow Up’ where Jonny has the floor to free from his journey- reflecting on the impact that his guests have had on him throughout the week, what he has learned, and provides updates about how things are going in his business, Cattani Capital Group. 

Jonny Cattani reflects on: 

• Taking the opportunity to build your own business
• The differences between working in the finance industry compared to the real estate industry
• The impact of being apart of Raisemasters 
• Accountability 
• Mentorship 
• Achieving goals both personally and professionally 

Jonathan Cattani is the founder and managing partner of CCG. With over 5 years of experience in real estate and finance, Jonathan brings a unique approach to the CCG investment strategy and an understanding of why alternative investments are creating true wealth. He personally selects each operator, in every asset class, ensuring he meets the goals of the investors.

Prior to CCG, Jonathan worked with an experienced real estate investment group. As project manager, he helped them grow their portfolio from 70 doors, to 572 doors in 3 states in just under a year. That, along with 3 years as a licensed stock broker, working with high net worth individuals, gives him the advantage of truly understanding investing in the stock market vs real estate.

These amazing opportunities have led him to start CCG, where he looks forward to helping all of his investors grow!

Connect with Jonny!

Cattani Capital Group: https://cattanicapitalgroup.com/

Invest with us: [email protected]

LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/

Instagram: https://www.instagram.com/jonnycattani/

The Investor Relations Real Estate Podcast 

Episode 10 - How Do We Survive With New Electric Forms Of Payment

Host: Jonny Cattani 

Guest: Dave Zook

Producer: April Munson

Jonny Cattani is joined by Dave Zook to discuss: 

• Becoming tax efficient 
• Tax incentives and rewards 
• Investing in ATMs 
• Finding asset classes and rockstar teams 
• Building your network and investor base 

Dave is a successful Business owner, Syndicator and an Investment and Tax Strategist. 

He has acquired more than $350M of Investment Real Estate since 2010 which include Multi-family apartment units, multiple large institutional grade Self-storage facilities and Cleaner Energy Carbon distillation units which produce pharmaceutical grade oil and liquids.

Dave and his team at The Real Asset Investor are one of the Top 5 ATM Operators in the country, and they provide investment opportunities in their ATM, Self-storage and various Funds for Cash Flow, Tax Impact and Equity Growth.

Linked material referenced during the podcast:

Book: Rich Dad Poor Dad - Robert Kiyosaki 

https://www.amazon.com/Rich-Dad-Poor-Anniversary-Middle/dp/B07QPQ8WBL/ref=sr_1_1?crid=2GWFRSSFPHJBI&keywords=rich+dad+poor+dad&qid=1649874207&sprefix=%2Caps%2C128&sr=8-1

Book: The Gap and The Gain - Dan Sullivan

https://www.amazon.com/Gap-Gain-Achievers-Happiness-Confidence/dp/B09HN6GKNY/ref=sr_1_1?crid=26RHL4MHS6N0Y&keywords=the+gap+and+the+gain+dan+sullivan&qid=1649875772&sprefix=the+gap+and+the+gain+%2Caps%2C204&sr=8-1

Connect with Dave! 

Website: https://www.therealassetinvestor.com
Email:  [email protected]

Connect with Jonny!

Cattani Capital Group: https://cattanicapitalgroup.com/

Invest with us: [email protected]

LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/

Instagram: https://www.instagram.com/jonnycattani/

The Investor Relations Real Estate Podcast 

Episode 9 - Using Real Estate As A Form Of Activism

Host: Jonny Cattani 

Guest: Matt Picheny

Producer: April Munson

Jonny Cattani is joined by Matt Picheny to discuss: 

• Investing in theater 
• The freedom of passive investing in real estate 
• The art of the first deal 
• The accidental house hack 
• Using real estate as a form of activism
• Reinventing property ownership as a positive for communities 
• All deals should be a win-win 
• Supporting residents before, during and after the Covid-19 Pandemic  
• Increasing rent prices to match the current market as a result of green strategy unit upgrades
• Quickly sizing up a syndication
• Vetting sponsors, vetting markets, and vetting deals 

Matt Picheny is a real estate investor, Tony award winner, and author of the #1 best-selling book, Backstage Guide to Real Estate. He is focused on developing passive income streams that enable investors to write their own story and choose how they want to spend their time.

Linked material referenced during the podcast:

Book: The Backstage Guide To Real Estate - Matt Picheny

https://www.amazon.com/gp/product/B09MGJ39TW/ref=dbs_a_def_rwt_hsch_vapi_tkin_p1_i0

Book: Live From New York - Tom Shales & James Andrew Miller https://www.amazon.com/Live-New-York-Uncensored-Saturday/dp/B00EQFE89O/ref=sr_1_3?crid=2GB03RHQQRDTK&keywords=live+from+new+york+book&qid=1649798580&sprefix=live+from+new%2Caps%2C154&sr=8-3

Connect with Matt!

Website: https://picheny.com/

Connect with Jonny!

Cattani Capital Group: https://cattanicapitalgroup.com/

Invest with us: [email protected]

LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/

Instagram: https://www.instagram.com/jonnycattani/

The Investor Relations Real Estate Podcast 

Episode 8 - Sometimes The Debt Is The Asset 

Host: Jonny Cattani 

Guest: Melanie McDaniel

Producer: April Munson

Jonny Cattani is joined by Melanie McDaniel to discuss: 

• Learning how to be an entrepreneur
• Creating passive income 
• Switching careers and moving across the country 
• Find the people who want to invest and find the people with the deals 
• Diversification by investment strategy
• Sometimes the debt is the asset 

Melanie is the founder of Freestyle Capital Group, a boutique private equity firm, and Freestyle Fund, a customizable Fund. She partners with passive investors to invest in private equity real estate transactions across a variety of asset classes, operators, geographies, and investment strategies. Melanie offers a Michelin Star experience with curated investment opportunities, and aims to have a personal relationship with each investor.

Linked material referenced during the podcast:

Book: Rich Dad Poor Dad - Robert Kiyosaki

https://www.amazon.com/Rich-Dad-Poor-Anniversary-Middle/dp/B07QPQ8WBL/ref=sr_1_1?crid=19201WKKBIROS&keywords=rich+dad+poor+dad&qid=1649622743&s=books&sprefix=rich+dad+poor%2Cstripbooks%2C190&sr=1-1

Book: The Power Of Now - Eckhart Tolle

https://www.amazon.com/The-Power-of-Now-Eckhart-Tolle-audiobook/dp/B00005AAPL/ref=sr_1_1?crid=3RYIMBNV3YARW&keywords=the+power+of+now&qid=1649622796&s=audible&sprefix=the+power+of+now+%2Caudible%2C100&sr=1-1

Connect with Melanie!

Website: www.freestylecapitalgroup.com

Email: [email protected]

Connect with Jonny!

Cattani Capital Group: https://cattanicapitalgroup.com/

Invest with us: [email protected]

LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/

Instagram: https://www.instagram.com/jonnycattani/

The Investor Relations Real Estate Podcast 

Episode 7 - What Makes A Great Investor Relationship

Host: Jonny Cattani 

Guest: Lauren Brychell

Producer: April Munson

Jonny Cattani is joined by Lauren Brychell to discuss:

• Building your network through LinkedIn
• Building significant investor relationships
• Growing Spartan Investment Group’’s reach through organic engagement 

Lauren Brychell is part of the Investor Relations team at Spartan Investment Group, LLC. In this role, Lauren brings her skills in marketing and project management to assist the team with investor facing collateral, communications, capital raise projects, and investor education.

Linked material referenced during the podcast:

Book: Girl Wash Your Face - Rachel Hollis 

https://www.amazon.com/Girl-Wash-Your-Face-Rachel-Hollis-audiobook/dp/B077GZBL1Y/ref=sr_1_1?crid=15YLJZE2YUHZ3&keywords=girl+wash+your+face+rachel+hollis&qid=1649605659&sprefix=girl+wash+your+face%2Caps%2C174&sr=8-1

Connect with Lauren!

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/lauren-brychell-passiveinvestments/

Connect with Jonny!

Cattani Capital Group: https://cattanicapitalgroup.com/

Invest with us: [email protected]

LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/

Instagram: https://www.instagram.com/jonnycattani/

The Investor Relations Real Estate Podcast 

Episode 6 - I’m Looking For The Peanut Butter and Jelly Of What I’m Going To Invest In

Host: Jonny Cattani 

Guest: Travis Gibson

Producer: April Munson 

Jonny Cattani is joined by Travis Gibson to discuss:

• Growth markets 
• Margin based loans on equity
• How to break the Golden Handcuffs
• The Stock RSU millionaires with ZERO cash flow in the technology industry

Travis is an experienced real estate investor and managing partner of Freeman Equity with over $40M in assets under management. He has 25 years of experience in real estate investing in several markets across the United States in both the residential and commercial spaces. He focuses on cash flowing assets to create significant passive income for investors.

Linked material referenced during the podcast:

Book: Who Not How - Dan Sullivan

https://www.amazon.com/Who-Not-How-Accelerating-Teamwork/dp/B08KYKR23H/ref=sr_1_1?crid=3RGTZ3HYEUHLQ&keywords=who+not+how+book&qid=1649608480&sprefix=who+not+how%2Caps%2C97&sr=8-1

Connect with Travis!

Website: https://freemanequity.com 

Email: [email protected]

Facebook: https://www.facebook.com/freemanequity

Twitter: https://twitter.com/freemanequity

Instagram: https://www.instagram.com/freemanequity/

Connect with Jonny!

Cattani Capital Group: https://cattanicapitalgroup.com/

Invest with us: [email protected]

LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/

Instagram: https://www.instagram.com/jonnycattani/

The Investor Relations Real Estate Podcast 

Episode 5 - There Are Opportunities At Hand That Are Worth Taking Advantage Of 

Host: Jonny Cattani 

Guest: Preston Spainhour

Producer: April Munson

Jonny Cattani is joined by Preston Spainhour to discuss:

• How training for the olympics led to Preston becoming one of the founding partners of Well Capital 
• Secondary Markets 
• Finding the ability to plug and play to save time when it comes to finding the best deals 
• Charity Water Partnership
• Well Building 
• Sponsor Vetting

Preston Spainhour is a founding partner of Well Capital, and Olympic hopeful in shotgun shooting. Well Capital is a Multifamily Operator in 418 doors and is partnered with Charity Water, a nonprofit aiding in solving the worlds clean water crisis. 

Linked material referenced during the podcast:

Millionaire Fastlane - MJ DeMarco

https://www.amazon.com/Millionaire-Fastlane-Crack-Wealth-Lifetime/dp/0984358102/ref=sr_1_1?crid=239P68OUT4851&keywords=millionaire+fastlane&qid=1649383931&sprefix=millionaire+fastlan%2Caps%2C129&sr=8-1

Connect with Preston!

Website: www.wellcapitalinvest.com

Charity Water Email: [email protected]

LinkedIn: https://www.linkedin.com/in/preston-spainhour-10181616a/

Connect with Jonny!

Cattani Capital Group: https://cattanicapitalgroup.com/

Invest with us: [email protected]

LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/

Instagram: https://www.instagram.com/jonnycattani/