The Wealth Flow

How do you build a diverse investment portfolio? Join seasoned entrepreneur and real estate investor Charlie Wessel as he shares his journey from contracting to managing a substantial portfolio across multifamily, commercial real estate, and more. Uncover the nuances of different investment types, the critical role of due diligence, and strategies for protecting and growing investor wealth.

Key Takeaways To Listen For

● Charlie's entrepreneurial beginnings and transition to real estate

● Underrated benefits of real estate syndication and collaboration

● Challenges and lessons in multifamily property management

● How innovative non-profit collaboration improves properties' financial performance

● Future directions and core business strategy for Cordell Capital

Resources/Links Mentioned In This Episode

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

About Charlie Wessel

Charlie Wessel is the founder of Cordell Capital, and he has also founded and managed several successful companies in the Charleston, SC, area. He has been involved in Multifamily / Commercial Real Estate in one aspect or another since 2006. Active investor since 2016, he set up Cordell Capital to bring private equity to investment opportunities. They provide extensive due diligence on the sponsor and the deals to ensure we take the most conservative approach to investing and building wealth alongside our investors.

Connect with Charlie

● Website: Cordell Capital

● Facebook: Cordell Capital

● Instagram: @cordellcapital

● 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

Today, we dive into the intriguing world of precious metals with Greg Allen. He shares his transition from a professional hockey career to becoming a leading figure in the precious metals industry. We explore the impact of economic policies on gold and silver prices, the practical aspects of investing in precious metals, and the strategic benefits they can offer investors in today's economic climate.

Key Takeaways To Listen For

● How precious metals function as economic indicators

● A strategic edge in precious metals investment

● The logistics of buying and storing physical precious metals

● 2 economic factors that influence precious metal prices

● Potential economic shifts and their impacts on precious metals

Resources/Links Mentioned In This Episode

● Principles for Dealing with the Changing World Order by Ray Dalio | Kindle and Hardcover

● Principles: Investment and Economic by Ray Dalio

About Greg Allen

Greg Allen is the Vice President and Founder of Allenhouse Metals, a full-service precious metals firm established in 2017 in Florida. Specializing in gold, silver, platinum, and palladium, Allenhouse Metals is an authorized dealer for the U.S. Mint and other global mints. Prior to founding the company, Greg played professional hockey and worked in hockey development for the Toronto Maple Leafs and Hockey Canada. With a background in economics from the University of Toronto, Greg uses his expertise to educate clients on the financial stability benefits of investing in precious metals.

Connect with Greg

● Website: Allenhouse Metals

● Email: [email protected]

● Phone: 561-946-9308

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

Join us as we explore the intricate world of urban redevelopment with Brad Vogelsmeier, a visionary who has reshaped cityscapes from Indianapolis to Charlotte. From his early curiosity in St. Louis to becoming a pivotal force in urban planning, Brad's journey reveals the challenges and innovative strategies behind revitalizing urban spaces. Uncover the secrets of successful city transformations by tuning in!

Key Takeaways To Listen For

• What redevelopment means when serving the community better

• Milhaus's strategic pillars for redevelopment projects

• How to leverage federal tax legislation in underserved urban areas

• The value of public-private partnerships with local stakeholders and cities

• An innovative approach to enhance tenant convenience and engagement

Resources/Links Mentioned In This Episode

• Same as Ever by Morgan Housel | Kindle, Paperback and Hardcover

About Brad Vogelsmeier

Brad Vogelsmeier is the Vice President of Development at Milhaus, overseeing leadership, project pipeline creation, and execution for development projects in Indiana and new opportunistic markets. With a strong passion for urban and community redevelopment, Brad brings experience from the public, private, and non-profit sectors. He holds a Bachelor of Arts in Urban Affairs from Butler University, graduating Magna Cum Laude, and a Master's degree in Urban Planning with a Graduate Certificate in Real Estate Development from the University of Michigan. Brad is particularly passionate about revitalizing urban cores and creating vibrant, livable spaces for communities.

Connect with Brad

• Website: Milhaus

• LinkedIn: Brad Vogelsmeier

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

How does a digital marketing expert transition into real estate? Meet Merrick Lee, who transformed his tech expertise into success with multifamily syndications and property management. Learn how he used his Google ranking skills to excel in real estate, offering unique insights into merging technology with property investment.

Key Takeaways To Listen For

● How his quest for job security led him to real estate

● Digital Marketing's influence on real estate endeavors

● Why continuous learning and mentorship are crucial in digital marketing and real estate

● A conservative yet effective investment approach

● Merrick's future aims and aspirations for his real estate portfolio

Resources/Links Mentioned In This Episode

● LinkedIn

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

About Merrick Lee

Merrick Lee Jr. is a seasoned Digital Marketing expert with over 12 years of experience in technological innovations. Transitioning into real estate, he has partnered with top operators, property management companies, and brokerage firms to generate solid returns for his investors through multifamily acquisitions. Merrick's forward-thinking approach and ability to build relationships help him stay ahead of market trends and secure high-quality deals. Beyond his professional success, Merrick is dedicated to philanthropy, using his achievements to support charitable causes and create meaningful community impact.

Connect with Merrick

● Website: Love Capital Partners

● LinkedIn: Merrick Lee Jr.

● Instagram: @merrickleejr

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

Witness Natoyah Grinnon's inspiring ascent from rural Jamaica to becoming a U.S. real estate investment leader. Dial in as she unravels the complexities of mortgage notes, tax liens, and tax deeds, providing a roadmap to long-term financial success. Press play and prepare to jot down expert advice on mastering these unique investment avenues!

Key Takeaways To Listen For

• How mortgage notes work and their advantages
• Ingenious strategies for dealing with non-performing notes
• Tax liens and the process of investing through county auctions
• The financial returns from tax lien investments and managing strategies
• Opportunities for learning and networking through Natoyah's upcoming summit

Resources/Links Mentioned In This Episode

Join the Fiscally Fabulous® Wealth Summit, Nov 8-10, 2024, in Tarrytown, NY! Learn how to build wealth using OPM, network with top pros, and enjoy VIP access + the Awards Gala. Offer ends Sept 30! Secure your spot and use the code TRM2024 at https://gw5conference.com/.

About Natoyah Grinnon

Natoyah Grinnon began her entrepreneurial journey with a vision of financial security and freedom. After studying at Bentley University, she explored stock investments and real estate, though her experience with probate real estate left her seeking better options. Natoyah turned her focus to more traditional real estate opportunities, attending workshops and ultimately making the bold decision to cash out her 401k to invest in mortgage notes. This pivotal move led to success, transforming her career. Now, through Apex Global Properties, LLC, she partners in Real Estate Joint Ventures, helping others build passive income streams for a dream lifestyle.

Connect with Natoyah

• Website: Apex Global Properties

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

Dive into the investment world with Craig Eppler, MBA, APMA®, as he charts his path from real estate acquisitions to creating his own fund. Uncover the complexities of private market investments and learn strategies for stable returns through innovative financing. Listen now for expert guidance from a top portfolio manager!

Key Takeaways To Listen For

• How Craig transitioned from house hacking to owning multiple properties
• What you need to know about diverse investments within the fund
• Fixed income methods employed by the fund
• Growth strategies for attracting investors and identifying opportunities
• Craig's advice for new investors and his go-to inspirational book

Resources/Links Mentioned In This Episode

• Grow Rich! With Peace of Mind by Napoleon Hill | Kindle, Paperback, and Hardcover
• BiggerPockets Real Estate Podcast

About Craig Eppler, MBA, APMA®

Craig Eppler is the founder and CEO of Eppler Capital Funds, established in March 2023. With a decade of investment experience, Craig brings a deep understanding of asset management. He began his career at Vanguard as a Derivatives Analyst before joining Hoover Financial Advisors (later merged with Wealth Enhancement Group), where he advanced to Senior Portfolio Manager and played a key role in the investment committee, focusing on both public and private markets. Since 2019, Craig has also grown a real estate portfolio of over 40 rental properties in south-central Pennsylvania and made numerous private company investments. He holds a Bachelor of Science in Finance and an MBA with a Finance concentration from York College of Pennsylvania.

Connect with Craig

• Website: Eppler Capital Funds
• LinkedIn: Craig Eppler, MBA, APMA®
• 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

Join us as we dive deep into the lucrative world of short-term rentals with Taylor Jones. He shares his incredible journey from an aspiring baseball player to a key player in the rental market, offering valuable insights on setting up profitable rentals, systematizing operations, and selecting the right investment markets. Don't miss out on this episode filled with expert advice!

Key Takeaways To Listen For

• Learning curves in managing Airbnb properties remotely
• Importance of preemptive measures and guest communication
• Key considerations for potential investors in the short-term rental market
• The operations-focused nature of the short-term rental business
• Essential technologies and tools for managing short-term rentals

Resources/Links Mentioned In This Episode

• Airbnb
• Vrbo
• BiggerPockets
• AirDNA
• Rabbu
• Furnished Finder
• Booking.com
• Unreasonable Hospitality by Will Guidara | Kindle, Paperback and Hardcover

About Taylor Jones

Taylor Jones is a short-term rental acquisition specialist who has helped investors acquire over 175 cash-flowing Airbnb properties in the past two and a half years, with a portfolio totaling $81M. Based in Florida, Taylor's expertise lies in identifying profitable vacation rental opportunities and implementing effective systems to streamline operations. With a background in sales and a passion for real estate, Taylor is dedicated to helping clients maximize investment returns. When he's not underwriting deals, you can find him on the golf course or exploring new ways to optimize the vacation rental experience.

Connect with Taylor

• Website: STR Search
• LinkedIn: Taylor Jones
• X: @MrJonesSTRs

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

What does it take to succeed in real estate development? Join us as Matt Drouin shares the secrets behind his impressive career. From value-add commercial properties to community-driven projects, he offers a masterclass in balancing profitability with purpose, diving deep into the complexities of financing and historic tax credits you don't want to miss!

Key Takeaways To Listen For

• Main upside when transitioning from residential to commercial real estate
• Challenges and strategies for acquiring and renovating a historic skyscraper
• Creative financing and the effects of high interest rates on property acquisition
• The role of historic tax credits in financing real estate projects
• Expert tips on how to manage and scale real estate investments

Resources/Links Mentioned In This Episode

• The Alchemist by Paulo Coelho | Kindle, Paperback, and Hardcover

About Matt DrouinMatt Drouin, Co-Founder of OakGrove Companies, is a high-performing real estate executive with 14 years of experience in real estate management, brokerage, and development. He excels in turning around troubled properties and repositioning assets for their highest and best use. A lifelong Rochester resident, Matt is a graduate of SUNY Geneseo and Pittsford Sutherland High School. Outside of work, he enjoys weightlifting, traveling, and listening to punk, metal, and hardcore music. Matt lives in the Park Avenue community with his wife, Nicole, daughter Holly, and their cockapoo, Kevin.

Connect with Matt

• Website: OakGrove Companies
• YouTube: Matt Drouin

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

If you want to know about navigating the shift from single-family homes to commercial real estate, this episode is for you! Join us as Angel Gonzalez shares his journey from Panama to becoming a leader in U.S. real estate, offering insights on industrial properties, risk mitigation, and adapting to economic shifts. Don't miss his expert advice—tune in now!

Key Takeaways To Listen For

• The value of adaptability in the real estate industry
• Strategic advantages of location, facility, and tenant diversification
• Investment strategies and long-term planning in industrial real estate
• How market expectations and seller perceptions affect investment strategies
• Why you need to partner with reliable operators in different sectors

Resources/Links Mentioned In This Episode

• Burn the Boats by Matt Higgin | Kindle, Paperback, and Hardcover

About Angel Gonzalez

Angel Gonzalez, Co-Founder and Managing Partner, brings over 19 years of experience in finance, banking, and executive management, including roles in Fortune 500 companies. He began his real estate journey in 2005, evolving from single-family homes to commercial real estate and syndication. His US Army service sharpened his team-building and strategic planning skills, which were vital to his financial career. With expertise in financial reporting, budgeting, and business planning, Angel is a formidable force in the financial sector. He is also dedicated to continuous learning and values his time spent with family.

Connect with Angel

• Website: Keystone Private Capital
• Podcast: Taking The Leap into Commercial Real Estate | Apple Podcasts and 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

Gain insider knowledge from Sam Zoldock, a seasoned commercial real estate broker specializing in industrial properties in Birmingham, Alabama. From his roots in house-flipping to navigating the complexities of industrial investments, he breaks down the strategies that have driven his success in a competitive market. This episode is packed with insights you won't want to miss!

Key Takeaways To Listen For

• Primary challenges in transitioning commercial real estate
• The appeal of Alabama's markets and the unique challenges they present
• An effective strategy for value-add industrial real estate investments
• Why it's crucial to find suitable tenants for industrial spaces
• Essential insights and powerful advice for novice investors

About Sam Zoldock

Sam Zoldock is an Acquisition Manager at OWN Alabama and an Investment Associate with Colliers International | Alabama. He specializes in identifying, analyzing, and executing investment opportunities. With a background in real estate investments, brokerage, and private equity from his time as an Analyst at Park Capital, Sam brings extensive industry experience. He is also actively involved in community organizations like Restoration Academy and JH Ranch. Sam graduated Cum Laude from Samford University with a degree in Finance.

Connect with Sam

• LinkedIn: Sam Zoldock
• Email: [email protected]
• Phone: 404-291-4684

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