We are continuing our series on diversifying your portfolio through passive investing. Today we're going to talk about win-win investing.

Martin Saenz of CO founded bequest funds with the dual purpose of helping investors grow their wealth and helping mortgage borrowers stay in their homes through mortgage note investing. Who wouldn't like to make passive income while helping people stay in their own homes?

Martin brings social good into smart investing. Martin is a Managing Partner of Bequest Funds. Renowned as a thought leader in the mortgage note investment industry, Martin is generous with his first-hand expertise, to the benefit of his many clients and followers.

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We try to highlight all the different ways you can diversify your portfolio, especially if you're still working.

If you were seeking a way to gain passive income with a high yield, you'll want to check this episode out.

Jonathan Tuttle fund manager at Midwest Park capital, where he provides accredited investors with exclusive access to high yield investment in the mobile home park vertical. You may have never thought about investing in mobile homes.

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If you're still working, your 401K in your IRA probably won't be enough for retirement. I've always believed in diversifying your portfolio. Now, let me ask you a question, how would you like to diversify by owning a piece of the internet? A turnkey 100% hands-off investment into the next generation of superfast internet. 

Today’s guest Wally Wright will let us know how you can diversify with great returns by owning a piece of the internet. Mr. Wally is the general manager of spectrum link a high-end high-speed wireless ISP while he boasts a career as a consultant in private equity sectors that spans nearly 40 years.

Wally has generated over $250 million in revenue by investing in a wide variety of industries, including the gold and silver futures market, startup technology companies, fine art, securing private funding for IPO’s, and the Wi-Fi internet broadband industry.

In addition to his investing in business prowess, Wally is an accomplished Ferrari, race car racer, and a member of the Mississippi Valley State University Athletics Hall of Fame.

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Today's episode is about the concept of, if you want a vacation home, or you want a specific type of car or anything else that you are really looking to, to aspire to have, but you don't think that you can afford it.  What is a way that you can actually have it? Today's guest, Steve Sassman, went out and did that with his Tesla.

He always loved tech. And the more he read about Tesla, he became obsessed with them, which is I can attest to that. And he had to get creative to find how he could afford one which led him down this path and adventure where he's used PR, marketing and the sharing economy to own his Tesla.

And I found out it was an older Tesla. It had 200,000 miles on it at the time. He told me how he drove across the country. He just went into all of this detail of all these things that he did with his Tesla. And so, I just could hear the passion as I mentioned. And so, he ended up giving me a business card which I then found out that he basically had this Tesla which he also rented on Turo, and he also leveraged for Uber for being a driver.

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The COVID-19 global pandemic has affected real estate investing tremendously as more companies were forced to shut down physical stores, hotels, office spaces, and other establishments to comply with health protocols and social distancing.

Today’s guest believes so. Licensed attorney, real estate broker, and financial advisor, David Blatt believes that 2020 can be still seen as a positive year to invest in real estate because a lot of opportunities have been opened up due to the pandemic.

David Blatt is the CEO of CapStack Partners, an NYC based company focused on helping real estate clients find debt solutions, including project financing, loan sales, and syndications, and loan workouts and restructuring. 

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Can one become a conscious being while accumulating wealth? Today’s guest - financial planner and Buddhist - Jonathan K. DeYoe, says yes! Growing wealth mindfully is even what everybody needs in this money-focused world. 

Jonathan is a California-based fee-only financial planner, the founder of DeYoe Wealth Management, an advocate of financial literacy, and the best selling author of Mindful Money, a one of a kind financial planning guide that teaches you how to save money, invest, pay off debt, fund your retirement, and pursue your dreams of financial bliss, in a mindful and conscious way.

Join us as he discusses how he developed his own philosophy of financial planning, how the practice of mindfulness and Buddhism can be applied to it, and why financial literacy is important for everyone to know. 

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It’s been 8 months since COVID-19 hit the United States and the NBA canceled their season.  And while I recorded a few unedited episodes to share what was happening with our hotels, in today’s episode we share a full update as well as some changes with the podcast.  

In this episode, we’re discussing…

• The steps Mike took immediately in March and April just as our hotels were gearing up for our biggest season and COVID-19 shut down travel.

• Leveraging the reduced occupancy timeframe to complete a remodel.

• What steps Mike continues to take today to navigate this challenging time.

• Which areas are performing well and which are challenged?

• Are there any hotel deals right now?

• What advice Mike has for someone looking to get into hotel investing.

• Podcast transition.

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Uri Robinson, Co-Founder of Robinson Consulting Group, LLC, A2I Foundation, Inc. Brockwood Foundation, Inc, Perkins & Robinson Investment Group, Investor, and an Independent Life Insurance Agent, also owns a company selling college students and frat members greek apparel, beads, and t-shirts online.

In this episode, Uri and I chat about running an e-commerce online business while working on tech and balancing the responsibilities in handling multiple ventures. He also shared with me his three powerful pieces of advice on how to start an e-commerce business during a global pandemic.

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Amanda Han is the Assistant Managing Director of Keystone CPA Inc., a tax consulting and accounting firm that has been providing first-class tax strategies for Fortune 500 companies for more than 38 years. With over 18 years’ public accounting experience in the Lead Tax Group, Amanda has developed her specialization in real estate, self-directed investing, and individual tax planning for clients.

In this episode, Amanda shared to me the tax benefits in real estate investing, turning personal expenses into a legitimate tax-deductible item, using depreciation and 1031 exchange to defer tax, the effects of tax reform law in real estate investments, the benefit of the Opportunity Zone, and some tips on hiring the perfect tax advisor for real estate investors.

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What if there’s an alternative way that will allow you to sell a property or investment property while continuing to defer your capital gains and your depreciation recapture?

That’s the topic of this episode’s guest, Brett Schwartz, the Founder of Capital Gains Tax Solutions and the host of Capital Gains Tax Solutions podcast. His company aims to help people defer capital gains tax on the sale of their highly appreciated assets, do away with the 1031 exchange, and save time so that they can create and preserve more wealth.

Brett’s experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $88,000,000 in closed commercial real estate brokerage transactions. He’s an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties. He is a licensed California Real Estate Broker who holds Series 22 and 63 licenses. He lives in Roseville California, with his wife, Melanie and their 5 children.

In our talk, Brett shared his beginnings, how he came up with the transformational wealth plan, how his process works, and how this alternative way of deferring capital gains is entirely legal.

Find complete show notes and more information at therichergeek.com/podcast