The Joe Robert Show

Are you starting out in the note investing business?

Are you looking to have more success and profits with your investments?Then this episode is for you! Martin Saenz is a highly successful note investor and educator. He is also a best selling author. Clearly Martin knows what he is doing and how to help others achieve success. We talk about how he got started in government contract jobs and made the transition to note investing. Today how his investing has changed and why he wants to help other investors become successful as well. 

On today's episode we feature Chris Salerno from QC Capital. He is a highly respected investor in the multi-family world. His tips and insight will help you to better understand how to invest in these properties. Chris' stories and information will help you to propel your investing business to the next level.  Connect with Joe Robert: [email protected] Twitter LinkedIn Facebook Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.

Fuquan Bilal is a note investor and real estate flipper. He has had over 250 profitable flips to date. We discuss how to overcome difficulties and become the best investor you can be.  Fuquan is also passionate about teaching his children to be successful and learn the real estate business. He has some great tips and ideas that you can implement with your own children. If you are looking to get started in Note investing and/or real estate flipping Fuquan is a great resource to follow. 

Connect with Joe Robert: [email protected] Twitter LinkedIn Facebook Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.

Eric likes to think of himself as a "Lifestyle Investor" What exactly does that mean? Do you work a typical 9-5 job but also have a side hustle as a investor and are looking to make this more profitable and do more with your time? Learn how to keep your "Day job" while working on real estate deals and investing. Eric Pittmann will tell you the secrets to his success. And how you too can become a successful real estate investor. Connect with Joe Robert: [email protected] Twitter LinkedIn Facebook Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.

Joe and his wife Jenn discuss 529 college savings plans. How they have implemented them in their family and how you can too. They tell you all the basics you need to know to get started saving for your kids future education. Along with tips and tricks they use based on how the market is performing at the current time. If you would like to see more topics like this discussed with Joe and Jenn please reply to this email with your questions/ideas and they will see what they can do. They are both passionate about helping others, and enjoy sharing what has worked for their family so far. 

Connect with Joe Robert: [email protected] Twitter LinkedIn Facebook Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.

Do you have a 401K or a Self-Directed IRA? Are you using it to its full capacity? Are you using your SDIRA for Tax Free investing? Maybe you are curious about how to do this but you don't know how to get started. Then this episode is for you. We are talking to Carl Fischer from CamaPlan We will be discussing all things related to IRA and 401K and how you can use yours TODAY to help you maximize your investment potential. More about Carl Fischer: Carl Fischer is a Cornell University graduate and third generation real estate developer. Carl began his investing career in the 1970's when he was employed as a rocket scientist at Kennedy Space Center in Cape Canaveral, Florida. He is presently one of the founders and principals of CAMA Self-Directed IRA, LLC (dba CamaPlan). CamaPlan is a national company headquartered in Ambler, PA. Carl has implemented plans and managed over 20 million dollars in real estate transactions. His real estate investments include commercial and residential properties, including real property, notes, and mortgages. He has been able to increase his personal net worth and control many endeavors with the self-direction tools available. In addition to his hands-on experience, he has the opportunity to speak to many groups including real estate investors and brokers, CPAs, financial advisors, and mortgage professionals about the power and possibilities of IRA, 401(k), and qualified plan self-direction. He presently has investments in PA, NJ, NY, FL, NC, and WI. His unique background, education, experience, and empirical information relating to business, finance, technical requirements, scheduling and overall management makes him a key element in the success of his clients controlling their own financial future. Connect with Joe Robert: [email protected] Twitter LinkedIn Facebook Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and would love for you to share this with others.

Did you know you could take advantage of Tax Incentives As Low as zero percent? And enjoy life while Sipping Bacardi on the white sandy Beaches in the Caribbean? Giovanni Mendez is our guest on this episode and he is going to teach YOU how to keep more of your profits, Tax-free wealth, How to get started TODAY, What assets you can invest in under Tax Incentives Act 20 & 22, The application process and Costs Involved, Housing & Residency Requirements. We will also discuss how this island is thriving and OPEN FOR BUSINESS! I was lucky enough to call this island my home for 4 years, and you can too! More about Giovanni Mendez: Extensive experience as a corporate and tax attorney, including compliance, financial reporting, tax preparation, and regulatory matters. Admitted to the Puerto Rico Bar and United States Tax Court, Giovanni has advised clients at both the State and Federal levels. His clients have included Fortune 500 companies, pharmaceutical companies, telecommunications firms, financial services companies, e-commerce, technology and software companies, private equity investors, blockchain technology companies, and high net-worth individuals.

Connect with Joe Robert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and we would appreciate it for you to help us spread the word

In this episode we talk to a longtime friend and former classmate of mine, Andreas Makris. Andreas has owned various different companies, such as restaurants, Moving and storage companies, and Survey companies. Andreas is extremely skilled at knowing what the consumer wants as well as how to best help your employees help you to take your business further. If you are looking to increase your wealth and increase moral within the companies you already own Andreas is a great resource.

Connect with Joe Robert:

• [email protected]
• Twitter
• LinkedIn
• Facebook

Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and we’d appreciate it for you to help us spread the word!

Join me as I discuss all things investing and Note portfolios with a successful entrepreneur in the business. Yonel is living in Florida and investing in all things real estate. Watch to see what he thinks the market is going to look like in the future. Why you should fully understand the underwriting process. And what other successful entrepreneurs he is meeting up with in the area. Connect with Joe Robert:

Joe Robert Twitter LinkedIn Facebook TikTok 
Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and we’d appreciate it for you to help us spread the word!

We live in an instant-gratification society, and that largely informs how we think about wealth. We want money, and we want it now. That said, nothing of substance is created overnight. To create lasting wealth and strong foundations, steady building is required. 

Steven Lloyd is a real estate investor who specializes in the strategic acquisition and development of residential properties (mortgage notes, private lending, mobile home parks, and apartment buildings). As founder and managing partner of Stone Bay Holdings (SBH), Steve is responsible for sourcing investment opportunities, investor relations, and specifically securing capital from private sources and he manages and owns a portfolio valued over $120 million. Prior to founding SBH, Steve founded and is the managing partner in an integrated real estate development company with multiple capabilities. With over 30 years of diverse entrepreneurial experience, Steve's interest and emphasis has been on the formation and funding of small businesses.

On this episode of the Joe Robert Show, Steve and Joe trade advice on the importance of a strong, efficient partnership, why diversifying your investments is essential (plus how to invest for the long-term), all the ways you can prepare now for the post-COVID market, and getting through these tough times with a positive attitude. Listen in for smart investment advice and some valuable lessons in patience.  

What You’ll Learn 

• Why doing nothing is actually a good idea in the current global circumstances - and why there is such a thing as too much action
• What red flags to look for when considering a partnership
• How Steve is using his time in quarantine to transform his life (and what we could all learn from his methods)
• And much more!

Favorite Quote

“It's a journey, investing is over time, you create wealth over time. You have to go from one property to 15 to 20. The problem with most entrepreneurs is that they don't have patience.” - Steve Lloyd

Connect with Steve Lloyd:

• [email protected]
• On Instagram

Connect with Joe Robert:

• [email protected]
• Twitter
• LinkedIn
• Facebook

Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and we’d appreciate it for you to help us spread the word!