The Smart Real Estate Coach Podcast|Real Estate Investing

Alan Stein is a speaker, coach and author with an expertise in improving organizational performance, cohesion and accountability.

Alan spent 15 years working with the highest performing basketball players on the planet (like 2-time NBA Finals MVP Kevin Durant). He now teaches companies how to utilize the same strategies in business that elite athletes use to perform at a world-class level.

Alan takes pride in being a dynamic storyteller that delivers practical take-a-ways for attendees to put into immediate action to become their best selves.

He empowers every audience to achieve higher performance by closing the gap between what they know they should do and what they are actually doing.

Most importantly, he asks every group he works with: Are the habits you have today on par with the dreams you have for tomorrow?

What you will learn in this episode:

• How taking inventory of your strengths and weaknesses can help you get a better vision of how to get where you want to be
• Why the application of knowledge is more important than knowledge itself
• Why the things and people we associate with are vital for becoming who we want to be
• What you can gain from each of Alan's books and a brief synopsis of each
• Why a brief meeting with Kobe Bryant led Alan to go back to focusing on the fundamentals of his craft
• Alan's advice on building a framework that improves your present and sets up your future

Resources:

Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments.

If you're looking to secure some lines of credit for your business, check out Fund and Grow – Visit the Resource page at https://smartrealestatecoach.com/resources

• Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action
• Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass
• Real Estate on Your Terms by Chris Prefontaine
• SmartRealEstateCoach.com/webinar
• SmartRealRstateCoach.com/ebook
• SmartRealEstateCoach.com/QLS
• SmartRealestateCoach.com/tools
• SmartRealestateCoach.com/eaze
• SmartRealestateCoach.com/botfox
• www.smartrealestatecoach.com/summit50

Joel Sangerman is the CEO of I Buy Real Estate dot com. He has made over ten million dollars in real estate. He routinely makes five- and six-figure checks on beautiful houses in beautiful neighborhoods — the types of homes in which anyone would want to live. You can do the same. Using very little (if any) of your own money.

What you will learn in this episode:

• How getting the right coaching and implementing what you're taught enables you to be successful in real estate
• Priming of the market and how it works
• The types of deals Joel likes to focus on
• What the radical candor framework looks like
• The cons of having a W2 and how to plan your escape
• Obstacles that stop people from successfully doing a deal
• Why good quality coaching is like using a sat nav rather than using an old-fashioned road atlas
• Some unexpected tips Joel has got through coaching and mastermind
• Mistakes that Joel has made in the past and why he sees them as learning opportunities

Resources:

Follow Chris and Zach on Clubhouse to learn even more about deal structures and how to get 3 paydays from your real estate investments.

If you're looking to secure some lines of credit for your business, check out Fund and Grow - Visit the Resource page at https://www.smartrealestatecoach.com/resources

Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments.

If you're looking to secure some lines of credit for your business, check out Fund and Grow - Visit the Resource page at https://smartrealestatecoach.com/resources

• Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action
• Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass
• Real Estate on Your Terms by Chris Prefontaine
• SmartRealEstateCoach.com/webinar
• SmartRealRstateCoach.com/ebook
• SmartRealEstateCoach.com/QLS
• SmartRealestateCoach.com/botfox
• www.smartrealestatecoach.com/summit50

Kim Scott is the author of Just Work: Get *t Done Fast and Fair as well as Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity. Trier Bryant and Kim co-founded the company Just Work to help organizations and individuals create more equitable workplaces.

Jason Rosoff and Kim co-founded the company Radical Candor to help rid the world of bad bosses. Kim was a CEO coach at Dropbox, Qualtrics, Twitter, and other tech companies. She was a faculty member at Apple University and, before that, led AdSense, YouTube, and DoubleClick teams at Google. Earlier in her career, Kim managed a pediatric clinic in Kosovo and started a diamond-cutting factory in Moscow. She lives with her family in Silicon Valley.

What you will learn in this episode:

• What Kim has done to operationalize the idea of radical candor and make philosophies into realities
• Who radical candor is for – including entrepreneurs and business people
• How radical candor allows us to care personally, and to challenge directly at the same time
• What the radical candor framework looks like
• Why holding back on your opinions can be harmful to others
• An important piece of feedback Kim got and why it made her reflect on her experiences in business

Resources:

• Just Work
• Radical Candor
• Just Work: Get *t Done Fast and Fair by Kim Scott
• Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity by Kim Scott

Additional Resources:

Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments.

If you're looking to secure some lines of credit for your business, check out Fund and Grow – Visit the Resource page at https://smartrealestatecoach.com/resources

• Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action
• Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass
• Real Estate on Your Terms by Chris Prefontaine
• SmartRealEstateCoach.com/webinar
• SmartRealRstateCoach.com/ebook
• SmartRealEstateCoach.com/QLS
• SmartRealestateCoach.com/botfox
• www.smartrealestatecoach.com/summit50

• After receiving a Bachelor's Degree in Civil Engineering from Virginia Military Institute, John Marshall began a long career in the construction and development industry. Largely dealing in heavy-highway, utility and commercial construction and development, Mr. Marshall amassed experience in multiple facets of these business lines.

  In 2003, JM Partners, LLC was founded. The company offers multiple financial services, mostly within the realm of distressed and opportunistic investments. JM Partners has served on both the debtor's and creditor's side of many transaction and professional engagements. Through JM Partners' debt consultation service, Mr. Marshall has the opportunity to play a pivotal role in successful workouts- during which distressed companies, under the guidance of JM Partners, undergo extensive debt restructuring and re-emerge as healthy businesses. In addition to services focused on the consulting side of distressed businesses, JM Partners also purchases or invests in distressed entities and assets, and offers services related to the reclamation of Unclaimed Funds.

  Outside the operations of JM Partners, LLC, Mr. Marshall serves in a fiduciary capacity for various trusts – actively managing administration and investments. He also manages several other entities that themselves are major investors in asset classes of various kinds. He is currently a member of the Association of Insolvency and Restructuring Advisors, and serves on the board of certain businesses in which his firms have investments.

  What you will learn in this episode:

  • How buying a few bankruptcy claims per year led John Marshall to where he is today
  • Why buying a portfolio from a bankrupt lender brought John and Chris together
  • Why it is crucial to communicate with your lenders, and how it can open up future opportunities
  • John's advice around speculative investments and variable loans in this current market
  • How cash will help you come out on top in this unfolding market
  • Why you should always have some "dry powder" and be ready to pounce when assets have truly bottomed out

  Resources:

  Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments.

  If you're looking to secure some lines of credit for your business, check out Fund and Grow – Visit the Resource page at https://smartrealestatecoach.com/resources

  • Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action
  • Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass
  • Real Estate on Your Terms by Chris Prefontaine
  • SmartRealEstateCoach.com/webinar
  • SmartRealRstateCoach.com/ebook
  • SmartRealEstateCoach.com/QLS
  • SmartRealestateCoach.com/botfox
  • www.smartrealestatecoach.com/summit50

Steffany Boldrini is originally from Brazil but moved to Silicon Valley 20 years ago, where she had a successful career in tech sales. For the past three years, Steffany has focused on commercial real estate investing after receiving inspiration and mentorship from sophisticated real estate investors in the niche. She's invested in three different asset classes since then and has achieved 36% cash on cash returns.

What you will learn in this episode:

• How Steff made the transition into real estate after being in a corporate role for 10 years
• Why she took two years to make her first purchase
• How she financed the car washes and self-storage facility she first invested in
• Steff's biggest challenge as a real estate investor and how she overcame it
• The importance of having a network you can lean on to fill your knowledge gaps
• Steff's ideal real estate transactions
• The learning curve involved in real estate syndications
• One of the most expensive mistakes new investors make and how to avoid it

Resources:

• Commercial Real Estate Investing From A to Z Podcast
• Monte Carlo Real Estate Investments

Additional Resources:

Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments.

If you're looking to secure some lines of credit for your business, check out Fund and Grow – Visit the Resource page at https://smartrealestatecoach.com/resources

• Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action
• Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass
• Real Estate on Your Terms by Chris Prefontaine
• SmartRealEstateCoach.com/webinar
• SmartRealRstateCoach.com/ebook
• SmartRealEstateCoach.com/QLS
• SmartRealestateCoach.com/botfox

Dan Rochon is a Head Coach and Visionary with the Greetings Virginia Sales Network.

As a real estate sales agent, Dan and his team are consistently top producers in the marketplace and provide solutions for their clients. Through their investing company, he and his wife Traci have been investing in residential and commercial real estate ventures for almost 20 years.

Dan and his team help clients acknowledge the reality of the situation – and create viable solutions — before they even begin the transaction process. Agents with Greetings Virginia can anticipate problems and get them out of the way ahead of time. By taking a long-term view and working to form long-term client relationships, Dan's team succeeds where others may not – through knowledge and perseverance.

What you will learn in this episode:

• How mindset plays such a huge role in the success of your real estate business
• Why you need to view negative talk about the market as an opportunity
• How competing with the best can open up the potential for partnerships and learning opportunities
• What becoming an authority through specialization can do to open more doors for you
• Why you need to understand your deepest "why" in order to get through all of the day-to-day hurdles
• Why you need to dig to the root of your feelings of unworthiness in order to get out of your own way

Resources:

Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments.

If you're looking to secure some lines of credit for your business, check out Fund and Grow – Visit the Resource page at https://smartrealestatecoach.com/resources

• Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action
• Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass
• Real Estate on Your Terms by Chris Prefontaine
• SmartRealEstateCoach.com/webinar
• SmartRealRstateCoach.com/ebook
• SmartRealEstateCoach.com/QLS
• SmartRealestateCoach.com/botfox

Rick Abbiati is a U.S. Navy veteran and has worked in the defense industry for over 30 years, specializing in systems engineering and program and project management. He developed a passion for real estate after renovating his home in the 1990s and undertaking another major renovation a few years later. In 2016, to transition out of his W2 employment, Rick founded Colony Property Investments LLC, leveraging his business and customer service expertise toward his passion for real estate. Since upgrading to High 6, Rick has experienced great success with a $93,000 Payday 1 on his first deal, shortly followed by two more Takens and another soon-to-be on contract.

Rick holds a Business Degree from Southern New Hampshire University and also served on a condominium association Board of Directors. As a Director, he oversaw a multimillion-dollar renovation and property and financial management of a 350-unit residential community consisting of high-rise and townhouse condominiums and single-family homes.

What you will learn in this episode:

• How the Wicked Smart community has helped Rick uplevel his business
• Why coaching was a game changer for Rick
• What the Wicked Smart office strategy visit was like and how it helped him build momentum and enjoy a $93,000 payday just 30 days later
• How the strategy session with Zach and Chris made a difference to Rick
• Why Rick credits the QLS program with kick starting his career in real estate
• Rick's advice for people interested in getting into creative real estate
• The key real estate misconception that Rick had before he joined the Wicked Smart family

Resources:

• Website: https://www.colonybuyshouses.com/our-company/
• https://twitter.com/Colony_NH
• https://www.facebook.com/colonypropertyinvestments
• https://www.linkedin.com/company/colony-property-investments-llc/about/

Additional Resources:

Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments.

If you're looking to secure some lines of credit for your business, check out Fund and Grow – Visit the Resource page at https://smartrealestatecoach.com/resources

• Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action
• Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass
• Real Estate on Your Terms by Chris Prefontaine
• SmartRealEstateCoach.com/webinar
• SmartRealRstateCoach.com/ebook
• SmartRealEstateCoach.com/QLS
• SmartRealestateCoach.com/botfox

Since 1980, Eddie Speed has dedicated his professional life to the Note buying industry, seller financing, and non-performing notes. He's introduced innovative ideas and strategies that have positively impacted the way the industry operates today.

Eddie founded NoteSchool, which is a highly recognized training company, specialized in the teaching of buying performing and non-performing discounted mortgage notes.

He is also the owner and president Colonial Funding Group LLC, which acquires and brokers discounted real estate secured notes. He has been a leader and innovator in the Note Business for over 30 years.

What you will learn in this episode:

• Why Eddie sees affordability in today's market as more impactful than supply and demand
• Why you shouldn't leave it up to your CPA to construct creative tax solutions
• How social media is impacting buyers' and sellers' views of the market
• What the current affordability crisis means for those looking to make money in creative financing
• How Eddie's book can help you take advantage of the current market and start making money

Resources:

Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments.

If you're looking to secure some lines of credit for your business, check out Fund and Grow – Visit the Resource page at https://smartrealestatecoach.com/resources

• Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action
• Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass
• Real Estate on Your Terms by Chris Prefontaine
• SmartRealEstateCoach.com/webinar
• SmartRealRstateCoach.com/ebook
• SmartRealEstateCoach.com/QLS
• SmartRealestateCoach.com/botfox

Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy, and your future.

Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author, and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in safe and predictable ways, become their own source of financing, and create tax-free income in retirement.

What you will learn in this episode:

• How Mark's contribution to the QLS Live Event will help you learn crucial strategies to fight back against the effects of inflation
• How the history of inflation can teach us what to do in today's current market
• Mark's one free tip on the quickest way to fight back against inflation
• Where you can go to get access to the QLS Live Event for 90% off
• How you can stay connected with Mark to continue gaining knowledge about financial planning

Resources:

• Attend the live QLS Live Event for 90% off: www.smartrealestate.com/podcast20
• Listen to Mark's other episodes: 255, 353

Additional resources:

Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments.

If you're looking to secure some lines of credit for your business, check out Fund and Grow – Visit the Resource page at https://smartrealestatecoach.com/resources

• Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action
• Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass
• Real Estate on Your Terms by Chris Prefontaine
• SmartRealEstateCoach.com/webinar
• SmartRealRstateCoach.com/ebook
• SmartRealEstateCoach.com/QLS
• SmartRealestateCoach.com/botfox
• SmartRealestateCoach.com/tools
• SmartRealestateCoach.com/eaze

Rob Swanson has trained thousands of real estate investors to find and profit from real estate deals all across the country. An expert at lead generation, cash-flow, and investing remotely, Rob has bought, fixed, flipped, and held real estate in over 20+ states and 33+ cities.

He is the owner of FreedomSoft, a lead generation, and phone-based sales CRM for real estate investors with built-in workflow and follow-up automation. An active real estate investor, Rob focuses on buying properties for cash-flow and has designed the Success and Support Teams at FreedomSoft to help people start, grow, and scale their real estate investing businesses.

You can learn more and access a free video training series on 17 Simple, Fast, and Proven Ways to Find More Motivated Seller Leads at RobSwanson.com

What you will learn in this episode:

• How Rob's contribution to the QLS Live Event will help you generate leads for your real estate business
• Who the FreedomSoft software will help
• The importance of refining and developing your processes as the market evolves
• Where to find Rob and his team at the QLS Live Event
• What Rob is going to share at the QLS Live Event about FreedomSoft's upcoming tech developments, and how they can help you build lists quickly and easily
• Why Rob aims to help real estate business owners organize and keep control of their leads
• Rob's tips for how newer real estate investors can smooth their path ahead

Resources:

• www.smartrealestatecoach.com/freedomsoft
• www.smartrealestatecoach.com/funding
• www.smartrealestatecoach.com/podcast997
• www.smartrealestatecoach.com/fundpodcast
• www.smartrealestatecoach.com/jump

Additional resources:

Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments.

If you're looking to secure some lines of credit for your business, check out Fund and Grow – Visit the Resource page at https://smartrealestatecoach.com/resources

• Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action
• Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass
• Real Estate on Your Terms by Chris Prefontaine
• SmartRealEstateCoach.com/webinar
• SmartRealRstateCoach.com/ebook
• SmartRealEstateCoach.com/QLS
• SmartRealestateCoach.com/botfox
• SmartRealestateCoach.com/tools
• SmartRealestateCoach.com/eaze
• smartrealestatecoach.com/podcast20