The REI Concierge Podcast

Tim and Lisa are back with Season 3 of The REI Concierge Podcast!

We're looking forward to this next series of podcast episodes and appreciate you listening in!!

Happy Real Estate Adventures!

Connect with Tim and Lisa:

Schedule a call with Tim
Schedule a call with Lisa

Learn more at thereiconcierge.com

Connect with us:

Schedule a call with Tim
Schedule a call with Jean

Learn more at thereiconcierge.com

Tim  & Lisa reflect on Season 2 of The REI Concierge Podcast.

It's been an amazing journey so far and we're grateful to all our listeners and guests!

Can't wait to start Season 3 in mid-January.

Happy New Year!

Connect with Tim and Lisa:

Schedule a call with Tim
Schedule a call with Lisa

Learn more at thereiconcierge.com

Connect with us:

Schedule a call with Tim
Schedule a call with Jean

Learn more at thereiconcierge.com

Our guest today is Wes Thompson.  Wes is on active duty for the Army and lives in Zambia.  He's about a year into his real estate investing journey and is passionate about it.

He's also a zen master as staying calm under pressure and dealing with the unexpected difficulties that come along with owning houses!

Wes is a client of The REI Concierge and we're so happy to share his story with you today.

He is a masterful networker and welcomes anyone to reach out to him with questions, comments, money to put towards projects, or just to connect! 

You can reach Wes at: [email protected]

Connect with Tim and Lisa:

Schedule a call with Tim
Schedule a call with Lisa

Learn more at thereiconcierge.com

Connect with us:

Schedule a call with Tim
Schedule a call with Jean

Learn more at thereiconcierge.com

Gabe Whitmer, Mortgage Banker at First Bank of Tennessee, joins us again at the end of 2021 to share updates from the world of lending, insights into interest rates, regulations updates, and more!

Listen in to hear the current updates and hopes for 2022!

Connect with Tim and Lisa:

Schedule a call with Tim
Schedule a call with Lisa

Learn more at thereiconcierge.com

Connect with us:

Schedule a call with Tim
Schedule a call with Jean

Learn more at thereiconcierge.com

Tim and Lisa share some updates on their lives, the market in Maryland for investors, and general trends for RE.

Enjoy!


Connect with Tim and Lisa:

Schedule a call with Tim
Schedule a call with Lisa

Learn more at thereiconcierge.com

Connect with us:

Schedule a call with Tim
Schedule a call with Jean

Learn more at thereiconcierge.com

Our guest today is Stephanie Wankel of New Heights Investment Group.

Stephanie is an experienced investor, syndicator, and franchise owner.  Her experience in real estate investing began after a divorce and in the midst of a challenging season of life.  She didn't let that stop her, however, and her tenacity and resilience are evident throughout her story!

Stephanie  is the founder of New Heights Investment Group, where she connects investors with experienced, strategic partners to invest in large apartment communities. She has spent several decades in software product development, as well as over 12 years actively growing and managing her real estate portfolio. It is her mission to share this information with other women to impact their lives for the better.  

More of Stephanie's accomplishments:

• 12+ years in real estate investing (buy and hold rentals, corporate rentals, vacation rentals, fix and flips, turnkey investing, large apartments and syndications).
• Over 2,200 units (over $230M) in portfolio assets
• Frenzied to Financial Freedom Podcast for women entrepreneurs
• Co author in Amazon Best Selling Book, "Success Habits of Super Achievers"

Stephanie's Podcast: Frenzied to Financial Freedom

• Tanya Salseth on Frenzied to Financial Freedom
• Lisa Tilstra on Frenzied to Financial Freedom

Stephanie's Website: New Heights Investment Group

Connect with Tim and Lisa:

Schedule a call with Tim
Schedule a call with Lisa

Learn more at thereiconcierge.com

Connect with us:

Schedule a call with Tim
Schedule a call with Jean

Learn more at thereiconcierge.com

Our guest today is Brandon Hall, Founder of The Real Estate CPA Firm.

Brandon started helping real estate investors make sense of their taxes through connections on BiggerPockets.  His work has now expanded to a Firm that provides full service accounting and tax services specifically for real estate investors all across the USA.

The RE CPA's Four Services Pave Your Path to Growth:

"Our specialty is our superpower: 80% of our advisors are real estate investors, and 100% are real estate investment experts. 

"After working with over 800+ investors, we designed four core services to meet the needs of growth-minded real estate investors like yourself."

The RE CPA Firm provides:

• Advisory Services
• Outsourced Accounting
• Tax Smart Investors
• Tax Preparation

Read more at The RE CPA Firm website.

Connect with Tim and Lisa:

Schedule a call with Tim
Schedule a call with Lisa

Learn more at thereiconcierge.com

Connect with us:

Schedule a call with Tim
Schedule a call with Jean

Learn more at thereiconcierge.com

Our guest today is Dave Meyer, Vice-President of Data & Analytics at Bigger Pockets.

Dave  has been a real estate investor since 2010, mostly in Colorado. He loves using data to inform his investing, and you can follow him at @thedatadeli on instagram where he shares the latest real estate data, news, and analysis.

This is a fantastic conversation and you'll want to jump in right away!

Find about more about Dave:

• BiggerPockets
• LinkedIn

Connect with Tim and Lisa:

Schedule a call with Tim
Schedule a call with Lisa

Learn more at thereiconcierge.com

Connect with us:

Schedule a call with Tim
Schedule a call with Jean

Learn more at thereiconcierge.com

Our guest today is Adrienne Green. 

Adrienne is a real estate agent and investor in Chattanooga, TN.  She and her team help out of town/state/country investors find and buy great investment properties in this beautiful small city in southeast Tennessee. 

Adrienne and her husband have been building their real estate portfolio in various states over the past several years.  Starting off with renting out her basement, she's now built an amazing portfolio of long- and short-term rentals and loves helping other investors do the same.

Reach out to us for a personal introduction to Adrienne!

Learn more about Adrienne and her Team: Auburndale Group

Follow Adrienne on LinkedIn
Adrienne's YouTube Channel
Tim & Lisa are guests on Adrienne's YouTube Channel


Connect with Tim and Lisa:

Schedule a call with Tim
Schedule a call with Lisa

Learn more at thereiconcierge.com

Connect with us:

Schedule a call with Tim
Schedule a call with Jean

Learn more at thereiconcierge.com

Our guest today is Lorenzo M. Wooten Jr., CCIM.  Lorenzo is informally know as "Tim's Flipper Friend." 

On the official side, Lorenzo is a Senior Associate with Marcus & Millichap in Bethesda, MD, focused exclusively on representing sellers and buyers of investment properties throughout the Washington DC metro area. Lorenzo and his team have successfully completed numerous transactions across all commercial product types including mixed-use, multifamily, land for development and church sales. Lorenzo has continuously managed complex transactions such as zoning variances, challenges with TOPA, tenant issues, and providing financing solutions for his Developer clients. Lorenzo’s relationships, knowledge of the market and his twelve of experience in commercial real estate sales have made him one of the top agents in the area.
 
Prior to joining Marcus & Millichap in November 2017, Lorenzo served as Managing Director with Keller Williams Commercial, and Team Leader of The Wooten Group since 2009. As Managing Director, Lorenzo oversaw all commercial real estate transactions including leasing and sales.
 
The Wooten Group brokered over $32 million dollars in commercial real estate sales and leases from January 2015- August 2017. These transactions results made his real estate team one of the top commercial sales teams in Prince George’s county.
 
Lorenzo’s real estate career spans over twenty years including four years as a Loan Officer, five years as a Regional Manager with Fannie Mae and over ten years’ experience with real estate development.


More about Lorenzo
Connect with Lorenzo on LinkedIn

Book recommendation by Lorenzo: Best Ever Apartment Syndication Book by Joe Fairless

Connect with Tim and Lisa:

Schedule a call with Tim
Schedule a call with Lisa

Learn more at thereiconcierge.com

Connect with us:

Schedule a call with Tim
Schedule a call with Jean

Learn more at thereiconcierge.com