The Wealth Flow

The Wealth Flow

By Keith BorieBusinessInvesting
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The Wealth Flow episodes

  • EP145: Strategic Moves for Real Estate Growth Without Overextending - Chad Schieler

    Explore the dynamic world of real estate with Indianapolis-based investor Chad Schieler as he traces his journey from an initial four-unit investment to managing a burgeoning portfolio through Focused Capital. Discover his keys to success, including conservative underwriting, strategic property management selection, and cultivating strong investor relations. Learn how his emphasis on hands-on learning, rigorous market analysis, and investor transparency drives sustainable growth.

    Key Takeaways To Listen For

    • Conservative underwriting and market analysis for investment growth
    • A strategic use of property management
    • Personal investments vs. raising capital from external investors
    • How to effectively adapt to market changes
    • Innovative tenant-oriented renovations

    Resources/Links Mentioned In This Episode

    • Elon Musk by Walter Isaacson | Kindle, Paperback, and Hardcover
    • Rich Dad Poor Dad by Robert T. Kiyosaki | Paperback and Kindle
    • Atomic Habits by James Clear | Kindle, Hardcover, and Paperback

    About Chad Schieler

    Chad Schieler is the founder and managing principal of Focused Capital and a real estate investor local to the Indianapolis, IN, area. After working for over 17 years in the electronic payments industry, he began his REI career. He quickly rose to the top of his peers as a top producer for multiple consecutive years. He built the skillsets of sales, analytical financial review, customer service, and a value-add mindset approach to business. Today, his team effectively manages over 400+ clients regularly. He began his investing career in early 2020 and has undertaken many projects since before ultimately forming Focused Capital LLC. Today, he is a GP on 139 units and an LP on 900+ units across the US, with multiple new projects on the horizon.

    Connect with Chad

    • Website: Focused Capital
    • Instagram: @chad_schieler
    • LinkedIn: Chad Schieler
    • Email: [email protected]

    Connect With Us

    If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

    Follow Keith's social media pages

    • LinkedIn: Keith Borie
    • Investor Club: Secret Passive Cashflow Investors Club
    • Facebook: Keith Borie
    • X: @BoboLlc80554
    42 min
  • EP144: Dominate and Profit from Commercial Real Estate Cycles - Ben Reinberg

    Join Ben Reinberg as he unpacks his wealth of knowledge in commercial real estate, from cutting-edge investment strategies to the nuances of market trends and personal growth. Dive into his predictions for the sector's future, including the pivotal shifts expected by 2025, and glean lessons from his rise from Chicago entrepreneur to real estate magnate. This episode is a treasure trove for investors eager to refine their approach and capitalize on emerging opportunities.

    Key Takeaways To Listen For

    • Importance of investor communication in maintaining investors' trust
    • How strategic debt management is crucial to navigate economic changes
    • Benefits of diversifying into different types of properties
    • A cornerstone for making sound investment decisions
    • The evolving nature of office spaces in the digital age

    Resources/Links Mentioned In This Episode

    • How to Be the Love You Seek by Dr. Nicole LePera | Kindle, Paperback, and Hardcover
    • Black Sheep by Brant Menswar | Kindle and Hardcover
    • Ego Is the Enemy by Ryan Holiday | Kindle, Paperback, and Hardcover

    About Ben Reinberg

    Ben Reinberg is the CEO and Founder of Alliance Consolidated Group of Companies, LLC, a commercial real estate investment firm specializing in net-leased properties, including medical, retail, industrial, and office assets. With over 30 years of experience, Ben has built a portfolio exceeding $500 million in assets under management. He began his career in the 1990s, acquiring commercial real estate assets and founded Hillcrest Trading, Ltd., a national acquisition and management firm, before establishing Alliance.

    Connect with Ben

    • Website: Ben Reinberg | Alliance CGC
    • Podcast: I OWN IT | Apple Podcasts and Spotify
    • LinkedIn: Ben Reinberg
    • Facebook: Ben Reinberg
    • Instagram: @therealbenreinberg
    • YouTube: Ben Reinberg
    • X: @realbenreinberg

    Connect With Us

    If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

    Follow Keith's social media pages

    • LinkedIn: Keith Borie
    • Investor Club: Secret Passive Cashflow Investors Club
    • Facebook: Keith Borie
    • X: @BoboLlc80554
    58 min
  • EP143: The Multifaceted World of Business Brokerage - Sam Higdon

    Meet Sam Higdon, a dynamic commercial real estate advisor and business broker whose journey from Louisville to global traveler shaped his career. Dive into how COVID influenced his shift from residential to commercial real estate and his venture into business brokerage and development. Tune in for a story of transformation and success!

    Key Takeaways To Listen For

    • Sam's journey from a blue-collar background to discovering real estate
    • How a sabbatical influenced Sam's career direction
    • Challenges and opportunities during COVID-19
    • Philosophy on investment and business development
    • The process and satisfaction derived from business sales that impact lives

    Resources/Links Mentioned In This Episode

    • Outwitting the Devil™ by Napoleon Hill | Kindle, Paperback, and Hardcover

    About Sam Higdon

    Sam is a dedicated commercial real estate advisor and business broker at Gilezan Global with a reputation for getting things done. His passion lies in understanding the unique needs of business and commercial real estate owners providing tailored solutions that align with their goals. With a keen eye for detail and a strategic mindset, Sam is committed to delivering results. Combining his professional expertise with a genuine love for people, Sam is dedicated to making a significant impact in the realms of commercial real estate and business brokerage.

    Connect with Sam

    • Website: Gilezan Global
    • Podcast: How To Business Show | Apple Podcasts and Spotify
    • LinkedIn: Sam Higdon

    Connect With Us

    If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

    Follow Keith's social media pages

    • LinkedIn: Keith Borie
    • Investor Club: Secret Passive Cashflow Investors Club
    • Facebook: Keith Borie
    • X: @BoboLlc80554
    52 min
  • EP142: The Must-Know Step for Long-Term Investment Success - Ken Gee

    Dive into the world of multi-family real estate investment with Ken Gee, who brings over 26 years of experience in real estate, banking, and private equity. He discusses the strategic benefits of multi-family properties and the importance of skilled property management and delves into fund management and syndication models. Explore the efficiencies of vertically integrated property management in this insightful session.

    Key Takeaways To Listen For

    • Ken's transition from a commercial lender to a multi-family real estate investor
    • Advantages of vertical integration in property management
    • Challenges and solutions in the current real estate market
    • Criteria for selecting properties and the importance of disciplined investment practices
    • Educational approach to real estate investment

    Resources/Links Mentioned In This Episode

    • The E-Myth Revisited by Michael E. Gerber | Paperback and Kindle
    • The 7 Habits of Highly Effective People by Stephen R. Covey | Paperback and Hardcover

    About Ken Gee Ken Gee is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transactions, and principal investing experience. Throughout his career, he has been involved in transactions valued more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects, as well as playing a significant role as a member of due diligence and transaction structure planning teams for several private equity firms specializing in the small and middle markets.

    Connect with Ken Gee

    • Website: KRI Partners

    Connect With Us

    If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

    Follow Keith's social media pages

    • LinkedIn: Keith Borie
    • Investor Club: Secret Passive Cashflow Investors Club
    • Facebook: Keith Borie
    • X: @BoboLlc80554
    50 min
  • EP141: How to Make Private Lending Work for You - Chris Haddon

    Chris Haddon takes a deep dive into the world of private lending in real estate. With a rich background in investor relations and managing a significant loan portfolio, he traces his path from banking to founding a top private lending firm in the Mid-Atlantic. Dial in as he discusses the influence of institutional capital, the critical nature of conservative lending practices, and how private lending has evolved over time.

    Key Takeaways To Listen For

    • An efficient approach for managing a vast loan portfolio with minimal overhead
    • The evolving landscape of private lending vs. institutional funding
    • Strategies for handling loan defaults in mitigating financial losses
    • Why you must maintain conservative lending practices
    • How institutional capital has changed the dynamics of private lending

    Resources/Links Mentioned In This Episode

    • The Psychology of Money by Morgan Housel | Kindle, Paperback, and Hardcover
    • Hard Money Mastermind

    About Chris Haddon

    Chris began his career in real estate finance with a large commercial bank, where he learned the business of lending, real estate, and personal and commercial finance. This base of knowledge, combined with his entrepreneurial spirit and extensive business connections, led him to found a real estate investment firm prior to starting Hard Money Bankers, LLC with his partners.

    His roles with Hard Money Bankers include partner, loan originator, and underwriter. He realizes that every private money scenario is different and requires the expertise of an experienced investor. His goal with our borrower and broker partners is to be a valuable resource, available for advice on any type of transaction.

    Connect with Chris

    • Website: Hard Money Bankers
    • LinkedIn: Chris Haddon

    Connect With Us

    If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

    Follow Keith's social media pages

    • LinkedIn: Keith Borie
    • Investor Club: Secret Passive Cashflow Investors Club
    • Facebook: Keith Borie
    • X: @BoboLlc80554
    45 min
  • EP140: Why Smart Investors Are Choosing Litigation Finance and Alternative Investments - Patrick Grimes

    Patrick Grimes returns to the show to delve into alternative investment strategies that provide robust financial security. With a focus on diversifying investment portfolios beyond traditional assets, he shares insights on commercial debt, litigation finance, and more. Find out how these investments safeguard against market volatility and learn about his new fund dedicated to diversified litigation portfolios.

    Key Takeaways To Listen For

    • Patrick's journey from high-tech to real estate and alternative investments
    • Litigation finance and how it provides access to justice while offering strong returns
    • The mechanics of investing in diversified litigation portfolios
    • Specific cases such as Camp Lejeune, AFFF foam, and Roundup lawsuits
    • Strategies for achieving financial security through non-correlated assets

    Resources/Links Mentioned In This Episode

    • Ep48: Set Yourself Up for Success with Diversified Investments - Patrick Grimes
    • Persistence, Pivots and Game Changers, Turning Challenges Into Opportunities by Kyle Wilson et al. | Paperback and Hardcover

    About Patrick Grimes

    Patrick Grimes, Founder and CEO of Passive Investing Mastery and Invest on Main Street, has led diverse alternative investments since 2007, managing nearly 5,000 multifamily units and assets in commercial lending and energy. He's also a Forbes Business Council member and an international bestselling author of Persistence, Pivots, and Game Changers and Persuasive Leadership. Patrick's funds include the Diversified Litigation Fund, delivering returns from late-stage legal cases, and the Recessionary Acquisitions Fund, which targets cash-flow stability through real estate debt. He holds a BS in Mechanical Engineering and both an MBA and MS in Engineering from San Jose State University and resides in Irvine, CA, with his family.

    Connect with Patrick

    • Website: Passive Investing Mastery | Invest on Main Street
    • LinkedIn: Patrick Grimes

    Connect With Us

    If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

    Follow Keith's social media pages

    • LinkedIn: Keith Borie
    • Investor Club: Secret Passive Cashflow Investors Club
    • Facebook: Keith Borie
    • X: @BoboLlc80554
    47 min
  • EP139: Transforming Spaces and Lives with Real Estate Mastery - Ginger Faith

    Step into the world of real estate mastery with Ginger Faith, who brings over 30 years of investment experience. From flipping houses and excelling as an Airbnb super host to venturing into commercial realms, she shares her journey of over 52 house flips and her strategic move into strip center management. Delve into this episode to uncover her proven strategies for thriving in diverse real estate markets and making informed investment choices.

    Key Takeaways To Listen For

    • How Ginger's real estate journey started
    • The vitality of evolving investment strategies to fit changing market conditions
    • Beneficial ways to leverage experiences for better opportunities
    • Expert strategies for navigating market crashes
    • Why assembling a knowledgeable and reliable team is critical in real estate success

    Resources/Links Mentioned In This Episode

    • Thou Shall Prosper by Rabbi Daniel Lapin | Kindle and Hardcover
    • Nothing Down for the 2000s by Robert G. Allen | Kindle, Paperback, and Hardcover

    About Ginger Faith

    Ginger Faith, Broker and CEO of Golden Canyon Properties, brings over 30 years of expertise in real estate, including mortgage brokerage, redevelopment, and investment. With 52 property flips, two featured on HGTV, and recognition as an Airbnb Superhost, Ginger founded the Women's Wealth Network to empower women in real estate. She is committed to smooth homeownership experiences and often builds luxury homes while educating investors on the benefits of real estate.

    Connect with Ginger

    • Website: Golden Canyon Properties
    • LinkedIn: Ginger Crystal Faith
    • Facebook: Ginger Crystal Faith
    • YouTube: Ginger Crystal Faith

    Connect With Us

    If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

    Follow Keith's social media pages

    • LinkedIn: Keith Borie
    • Investor Club: Secret Passive Cashflow Investors Club
    • Facebook: Keith Borie
    • X: @BoboLlc80554
    46 min
  • EP138: The Real Estate Development Game-Changer You Need for Explosive Wealth - Shannon Robnett

    Today, we delve into the dynamic world of real estate development with Shannon Robnett. With over 30 years of experience, Shannon reveals his expert strategies for managing diverse portfolios and maximizing returns through savvy market insights and tax strategies. Don't miss these insider tips to elevate your real estate game!

    Key Takeaways To Listen For

    • Real estate as a long-term wealth strategy
    • Powerful ways to navigate market dynamics
    • Tax strategies and efficiency to enhance investable capital
    • The evolution of property amenities to meet modern tenant needs
    • Expert advice for emerging investors

    Resources/Links Mentioned In This Episode

    • 10x Is Easier than 2x by Dan Sullivan with Dr. Benjamin Hardy | Paperback and Hardcover

    About Shannon Robnett

    Shannon is a real estate developer with a principal focus on multifamily and industrial real estate in Idaho. He is a second-generation builder and fourth-generation realtor. Mr. Robnett has lived in Idaho for 40 years and has spent 35 years as a developer and builder in that market. His projects include multifamily, fire stations, schools, hospitals, police stations, and more, with $200M in personal transactions to date.

    Connect with Shannon

    • Website: Shannon Robnett
    • LinkedIn: Shannon Robnett

    Connect With Us

    If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

    Follow Keith's social media pages

    • LinkedIn: Keith Borie
    • Investor Club: Secret Passive Cashflow Investors Club
    • Facebook: Keith Borie
    • X: @BoboLlc80554
    45 min
  • EP137: How to Maximize Returns with Passive Investment Tactics - Randy Smith

    Explore the realm of passive real estate investing with Randy Smith as he shares his evolution from managing single-family rentals to excelling in multifamily syndications. Learn the strategies that allow investors to enjoy significant returns without the daily grind of property management. Dive into this episode to uncover how you can maximize your investment potential effortlessly.

    Key Takeaways To Listen For

    • Amazing benefits of passive investing over active management
    • Reasons why diversification is vital in passive real estate investments
    • Effective ways to identify and vet real estate operators
    • The potential of debt funds as a safe investment vehicle
    • Current market trends and opportunities in real estate

    Resources/Links Mentioned In This Episode

    • Who Not How by Dan Sullivan and Benjamin Hardy | Kindle, Hardcover, and Paperback

    Sign up for Impact Equity's monthly newsletter and receive a FREE download of The Impact Investor's Guide: 100 Questions for Evaluating Passive Investment Opportunities. Get started at https://www.impactequity.net/ today!

    About Randy Smith

    Randy Smith is the Founder of Impact Equity, which was formed to help investors achieve strong results in their passive real estate investing strategies. Randy and Impact Equity have helped more than 100+ investors place over $7.3MM+ across three operators and 15 different opportunities since launching in June 2022.

    Randy started his real estate investing career doing out-of-state, single-family, long-term rentals, and he quickly realized the many additional benefits he could receive by switching his strategy to passively investing in multifamily syndications. Randy has now invested in 25 different passive investments with 11 different operators, which gives him the unique knowledge and expertise to recognize a strong passive opportunity.

    Connect with Randy

    • Website: Impact Equity LLC
    • LinkedIn: Randy Smith
    • Podcast: The Gentle Art of Crushing It!: Apple Podcasts | Spotify

    Connect With Us

    If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

    Follow Keith's social media pages

    • LinkedIn: Keith Borie
    • Investor Club: Secret Passive Cashflow Investors Club
    • Facebook: Keith Borie
    • X: @BoboLlc80554
    42 min
  • EP136: From House Flips to Massive Commercial Deals - Dan Lewkowicz

    Join commercial real estate expert Dan Lewkowicz as he unpacks the complexities of the industry. Explore different property types, delve into crucial lease terms, and learn how to analyze investments for optimal profitability. Whether you're a seasoned investor or just starting out, this conversation will enhance your understanding and success in the commercial real estate market.

    Key Takeaways To Listen For

    • Different types of commercial properties and their investment potentials
    • Comprehensive guide on property valuation, lease terms, and tenant guarantees
    • Effective strategies for navigating city planning and zoning regulations
    • Best practices for due diligence and safeguarding investments
    • Tips on securing financing and managing commercial real estate investments

    Resources/Links Mentioned In This Episode

    • Influence: The Psychology of Persuasion by Robert B. Cialdini | Paperback and Mass Market Paperback
    • Think and Grow Rich by Napoleon Hill | Kindle, Paperback, and Hardcover

    About Dan Lewkowicz

    Dan Lewkowicz is a seasoned real estate veteran with over 15 years of experience in the real estate landscape. Dan began his journey with "house hacking," then shifted to flipping houses in and outside Detroit. Shortly after this development, he created a company named Renaissance Real Estate Ventures, which specializes in acquiring, financing, renovating, and reselling single-family residences in Detroit, Michigan. Later, he became the Senior Advisor for Fortis Net lease, then next, a former business director and executive for Amazon and Detroit. Finally, he earned his position as the Senior Director of Encore Real Estate Investment Services, specializing in shopping centers, medical business buildings, pharmacies, quick service restaurants, automotive repair and parts, and resorts.

    Connect with Dan

    • Website: Encore Real Estate Investment Services
    • LinkedIn: Dan Lewkowicz
    • Phone Number: Phone: 248-943-2838

    Connect With Us

    If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

    Follow Keith's social media pages

    • LinkedIn: Keith Borie
    • Investor Club: Secret Passive Cashflow Investors Club
    • Facebook: Keith Borie
    • X: @BoboLlc80554
    41 min

About The Wealth Flow

From the publisher's feed

Catapult your wealth-building journey to new heights by unlocking the secrets of passive investing! Welcome to The Wealth Flow Show, where we provide you with invaluable education to help you overcome the obstacles on your path to real estate success.