The Wealth Flow

Explore advanced investment strategies with Ben Fraser as he shares his expertise in high-level investments. Understand how macroeconomic factors influence investment choices and uncover the unique opportunities presented by mezzanine debt and oil and gas investments in today's economic landscape.

Key Takeaways To Listen For

• Basics of underwriting and key risk factors in commercial banking
• Common denominators of wealth observed in successful investors
• Advantages of mezzanine debt in real estate investments
• Insights into investing in oil and gas and the strategic benefits of existing assets
• Infill drilling: What it is and its impact on enhancing asset value

Resources/Links Mentioned In This Episode

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

About Ben Fraser

Ben is the Chief Investment Officer at Aspen Funds, where he combines his analytical nature with a passion for delivering outstanding client service and strong returns through out-of-the-box investments. With a professional background that spans over a decade, Ben has become an expert in the field of investment management and has worked for several reputable financial institutions.

Ben is the co-host of the Invest Like a Billionaire podcast, where he joins his father, Robert, co-founder and CFO of Aspen Funds, along with co-founder Jim Maffuccio, to discuss economic trends and best practices for alternative investing.

Ben holds an MBA from Azusa Pacific University and a Bachelor of Science in Finance from the University of Kansas, where he graduated magna cum laude. Ben's commitment to excellence and his ability to deliver strong returns for clients make him an invaluable asset to the Aspen Funds team.

Connect with Ben

• Website: Aspen Funds
• Podcast: Invest Like a Billionaire
• LinkedIn: Ben Fraser

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added 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

In this episode, Andy Schectman shares his profound insights on the evolving global financial environment and the strategic significance of precious metals. He sheds light on the implications of current economic policies and geopolitical tensions on the value of gold and silver, offering a comprehensive analysis of why and how to invest in these timeless assets.

Key Takeaways To Listen For

• The impact of global financial policies on the value of gold
• Strategies to safeguard personal finances amid the declining dollar
• Types of precious metals to invest in and their unique benefits
• Practical tips on acquiring and storing precious metals
• Future trends in precious metals

Resources/Links Mentioned In This Episode

• The Creature from Jekyll Island by G. Edward Griffin | Hardcover
• The Art Of War by Sun Tzu | Paperback and Hardcover

About Andy Schectman

Prior to starting Miles Franklin, Ltd. in 1989, Andrew became a Licensed Financial Planner specializing in Swiss Franc Investments and alternative investments. At Miles Franklin Ltd., a company that has eclipsed $9 billion in sales, Andrew has developed an operation that maintains trust, collaboration, ethical behavior, superior customer service, and satisfaction to better serve its clients. He is responsible for overseeing the firm's operations and business functions, including strategy and planning, account management, finance, and new business.

Connect with Andy

• Website: Miles Franklin
• Email: [email protected]

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added 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

Step into the world of commercial real estate success with Ash Patel. In this episode, he shares a comprehensive understanding of navigating the complexities of commercial properties, debunks common myths about the industry, and reveals strategies for unlocking extraordinary returns. If you're looking to diversify your investment portfolio, this episode is for you!

Key Takeaways To Listen For

• Benefits of investing in different types of commercial properties
• A strategic approach to leasing and managing commercial properties for maximum returns
• Importance of due diligence in lease agreements and recognizing hidden opportunities
• Insights into the current state of the retail market and debunking the myth of the retail apocalypse
• Significance of finding a mentor in the real estate industry

Resources/Links Mentioned In This Episode

• Rocket Fuel by Gino Wickman and Mark C. Winters | Kindle, Paperback, and Hardcover

Do you want access to tools and insights to navigate the lucrative world of commercial real estate? Go to https://www.investbeyondmultifamily.com/course/ to transform your financial future.

About Ash Patel

Ash Patel's RE journey started with a mixed-use building in a college town where he learned that residential tenants added wear and tear to his apartments and commercial tenants improved their space. In the 10+ years since that first property, Ash went on to purchase retail, industrial, warehouse, mixed-use, restaurants, medical, office, etc. The commonality in his deals is extraordinary returns beyond what Multi-Family properties can produce. He has invested in over 30 properties with a total value of over $50mm.

Connect with Ash

• Website: Invest Beyond Multifamily
• LinkedIn: Ash Patel

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added 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

In today's episode, Joséphine Saffert, the visionary behind Sapphire Development Group, discusses her journey from single-family renovations to multimillion-dollar development projects and the challenges of navigating a Brownfield redevelopment. Learn from her passion for elevating neighborhoods through thoughtful real estate development. Press play now!

Key Takeaways To Listen For

• Joséphine's transition from sports to real estate development
• The value of self-education in real estate development
• Challenges and learnings from tackling a Brownfield project
• Remarkable benefits of a vertically integrated real estate development firm
• Why you need to conduct thorough due diligence in real estate development

Resources/Links Mentioned In This Episode

• The Big Leap by Gay Hendricks | Kindle, Paperback, and Hardcover

Step up your game with Developer Academy! They guide top-notch investors, wholesalers, and real estate agents on mastering development. Click https://training.sapphiredevelop.com/red-coaching-program to begin constructing your own development pipeline and elevate your wealth-building journey!

About Joséphine Saffert

Joséphine Saffert, the founder of Sapphire & Co., embodies the American dream, starting her journey as a German-native D1-Track athlete recruit in Nashville in 2011 and transitioning to real estate investments upon graduation. She self-sponsored her Green Card through an EB-2, demonstrating her ability to contribute significantly to the American economy by developing four new homes near Broadway in Nashville at just 26 years old, in a community she saw as ripe for development. Her unique path to the U.S., combined with her tenacity, has established her as a notable young female entrepreneur and CEO in the real estate sector.

Connect with Joséphine

• Website: Sapphire Development
• LinkedIn: Joséphine Saffert | Sapphire Development Group
• Instagram: @josephinesaffert

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 Tucker Thompson's adventure from a JPMorgan rookie to a real estate mogul. Specializing in multifamily assets, we unveil the secrets to leaving the 9-to-5 behind for real estate, mastering multifamily management, and the art of networking. Dive into Sweet Bay Capital's strategy to tackle market hurdles, seize chances, and their blueprint for expansion.

Key Takeaways To Listen For

• Tucker's transition from investment banking to real estate investing
• Strategies for maximizing cash flow in student rentals
• Importance of relationships with brokers for off-market deals
• Pro tips for new investors in underwriting real estate deals
• The impact of personal relationships on capital raising

Resources/Links Mentioned In This Episode

• Mac Shelton
• The Birth of a Building by Ben Stevens | Kindle and Paperback
• Best Ever Apartment Syndication Book by Joe Fairless and Theo Hicks | Kindle and Paperback

About Tucker Thompson

Tucker Thompson is the founding partner of Sweetbay Capital, boasting a diverse background in private equity, investment banking, strategy and operations, and real estate. He grew up in Richmond, VA, and graduated from Washington and Lee University. Tucker began his career in investment banking at J.P. Morgan, focusing on mergers and acquisitions as well as debt and equity raises. He then joined Gryphon Investors, where he specialized in industrial and software investments. Tucker then joined Faire, a late-stage startup, where he oversaw strategy and operations.

Connect with Tucker

• Website: Sweetbay Capital
• LinkedIn: Tucker Thompson

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: @BoboLlc8055

Dive into an episode of wealth and wisdom where we sit down with Jeff McKee. Unveil the secrets behind Jeff's strategies for achieving financial freedom and get an exclusive peek into the intriguing world of ATM and oil field investments. If you want to diversify your investment portfolio, this is a conversation you won't want to miss.

Key Takeaways To Listen For

• The role of education and masterminds in transitioning from a W2 job to full-time investing
• Benefits and operational aspects of investing in ATMs
• Practical strategies for investing in multifamily properties
• Insights into land development and oil field investments
• Personal motivations for achieving financial freedom

Resources/Links Mentioned In This Episode

• Rich Dad's CASHFLOW Quadrant by Robert T. Kiyosaki | Kindle and Paperback
• Who Not How by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Hardcover, and Paperback

If you're an accredited investor, visit https://mckeecapitalgroup.com/open-investments/ to learn more about McKee Capital Group's open investments.

About Jeff McKee

Jeff is a General and/or Limited Partner in 15 Class B and C Multi-family apartment communities, encompassing over 4000 apartment units across 10 cities and 7 states in the South and Southeast of the United States, with more than $200 million in Assets Under Management (AUM). He holds the position of General Partner in 10 of these assets, amounting to over 2500 apartment units.

Additionally, Jeff serves as Key Principal/Guarantor on 4 assets, including handling Fannie Mae and Freddie Mac non-recourse debt. He achieved all this in less than 18 months through effective mentoring, partnering, and networking. He is recognized as both an accredited and sophisticated investor.

Connect with Jeff

• Website: McKee Capital Group
• LinkedIn: Jeff McKee
• Email: [email protected]

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added 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 Jim Pfeifer on a thrilling journey through the heart of passive investing, from his early days as a financial advisor to becoming a leader in the world of real estate syndications. Uncover how communities empower investors, delve into the secrets of successful passive investing, and explore the innovative world of community personal finance. Get ready to build wealth with Jim's groundbreaking insights by tuning in!

Key Takeaways To Listen For

• How to transition from traditional financial advising to real estate syndications
• The importance of community in navigating the passive investment landscape
• Insights into diversifying investment portfolios across various real estate asset classes
• The 1031 tax strategy and its benefits for real estate investors
• How to vet potential investment opportunities through a community-driven approach

Resources/Links Mentioned In This Episode

• Tribevest
• Avoiding Rookie Errors as a Left Field Investor by Steve Suh | Kindle and Paperback

About Jim Pfeifer

Jim is one of the founders of Left Field Investors and the host of the Passive Investing from Left Field podcast. He is a former financial advisor who became frustrated with the one-path-fits-all approach of the standard financial services industry. Jim now concentrates on investing in real assets that produce cash flow and is committed to sharing his knowledge with others who are interested in learning a different way to grow wealth.

Connect with Jim

• Website: Left Field Investors

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added 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

Joel Friedland, SIOR, joins us to share his expertise in industrial real estate, emphasizing the power of debt-free investing and the art of building lasting relationships. Navigate the intricacies of dealing with family-owned properties and discover the value of local market knowledge as he offers a unique perspective on achieving success in the industrial real estate sector!

Key Takeaways To Listen For

• Benefits of investing in industrial real estate with a debt-free strategy
• Intricacies of family-owned business transitions and their impact on real estate opportunities
• The importance of environmental due diligence and addressing potential hazards
• How local market knowledge can lead to investment success
• Advice new investors should never forget

Resources/Links Mentioned In This Episode

• The Four Agreements by Don Miguel Ruiz | Kindle, Paperback, and Hardcover

About Joel Friedland, SIOR

Joel has a 42-year track record in industrial real estate. As an industrial real estate broker and owner, Joel has secured over 2,000 industrial property leases and sales, totaling over $2 billion in transactions. He does fully syndicated deals with 0% debt, an unheard-of approach in real estate that caters to his wealthy investor base, primarily concerned with conserving principal. His experiences during the Great Recession in 2008 have informed his investment approach to be hyper-conservative while still allowing an ~8% cash return, plus upside, for his investors.

Connect with Joel

• Website: Brit Properties

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added 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 a transformative journey with Mark Hutchinson as he unveils the revolutionary Infinite Banking Concept. Learn from Mark's expertise in leveraging life insurance policies to create a perpetual wealth machine, offering insights that challenge traditional financial wisdom. Join us as we explore this game-changing strategy, reshape your financial future, and empower your wealth-building endeavors.

Key Takeaways To Listen For

• What is the Infinite Banking Concept and its benefits?
• IBC vs. traditional investment vehicles
• Strategies for effectively funding and utilizing IBC policies for investments
• The legal protections and legacy benefits associated with IBC
• Practical advice for individuals starting their investment journey

Resources/Links Mentioned In This Episode

• Nelson Nash Institute
• Becoming Your Own Banker by R. Nelson Nash | Paperback

Gain access to Mark's special case study report on the wealth-building impact of the Infinite Banking Concept by visiting www.livingbenefits-life.com/wealthflow.

About Mark Hutchinson

Mark is a seasoned investor and entrepreneur with over 40 years of experience in the steel industry. Following the 2008 financial crisis, Mark discovered the Infinite Banking Concept, transforming his approach to wealth and finance. As an authorized IBC practitioner, Mark is dedicated to educating clients on harnessing the power of specially designed life insurance policies for wealth creation and legacy building.

Connect with Mark

• Website: Living Benefits Life

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added 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 delve into Ben Kall's journey from his early days as a college football coach to becoming a successful real estate investor and entrepreneur. Dial in as he shares the hurdles and victories of venturing into self-storage, multifamily, and triple-net lease properties, and learn how he's applying his expertise to construct a legacy that will benefit future generations and how you can do the same!

Key Takeaways To Listen For

• Challenges and opportunities in commercial real estate investing
• How to attract the right tenants for your retail center
• Important points to remember when dealing with leases and contracts
• Geographical focus and growth strategy of Legacy Investment Group
• The benefits of passively investing in real estate

Resources/Links Mentioned In This Episode

• Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Hardcover
• Millionaire Next Door by Thomas J. Stanley and William D. Danko | Paperback and Hardcover

About Ben Kall

Ben Kall is a former college football coach turned real estate entrepreneur. With a portfolio exceeding $65 million, Ben has found success in various aspects of real estate, including self-storage, multifamily, and triple net properties. He is the founder of Legacy Investment Group, focusing on deal sourcing, capital raising, and property management. Ben also operates as a licensed realtor with Remax Results and leads the Legacy Realty Group.

Connect with Ben

• Website: Legacy Investment Group
• LinkedIn: Ben Kall
• Instagram: @ben_kall
• Facebook: Ben Kall

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-added 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