The Wealth Flow

The Wealth Flow

By Keith BorieBusinessInvesting
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The Wealth Flow episodes

  • EP65: From Massive Life Setbacks to Real Estate Success - Nick Prefontaine

    Access your limitless potential in life and wealth-building by listening to this episode with Nick Prefontaine. From his remarkable journey of moving past a major life obstacle to out-of-the-box tactics for acquiring your first real estate investments, you'll find inspiration from our conversation, so tune in!

    Key Takeaways To Listen For

    • Breaking down the S.T.E.P. System
    • Why it's crucial to foster a resilient mind and self-trust
    • Creative ways to acquire a real estate property
    • How Nick's team help their buyer clients secure properties seamlessly
    • The inspiring mission of Common Goal

    Resources/Links Mentioned In This Episode

    • Dysphonia International
    • The Gap and The Gain by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Hardcover, and Paperback
    • Frequency by Penney Peirce | Kindle, Paperback, and Hardcover

    Are you facing the toughest challenges in life right now? Visit https://nickprefontaine.com/step to download the S.T.E.P System for FREE to overcome traumas and setbacks and reach your limitless potential!

    Start investing in real estate creatively and without risking your cash or credit by visiting https://smartrealestatecoach.com/ and signing up for the FREE masterclass today.

    About Nick Prefontaine

    Nick is a 3-time best-selling author and was acknowledged as a top motivational speaker of 2022 by Yahoo Finance. As the speaker, founder, and CEO of Common Goal, he employs the S.T.E.P. system to lead clients through their trauma, unveiling their limitless potential once they successfully navigate it. Nick's insights have been featured in Brainz Media, Swaay, and Authority Magazine. Nick is also the owner of Original Real Estate and a partner, coach, and buyer at Smart Real Estate Coach.

    Connect with Nick

    • Website: Nick Prefontaine | Original Real Estate | Smart Real Estate Coach
    • LinkedIn: Nick Prefontaine
    • Facebook: Nick Prefontaine

    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
  • EP64: This is How You Underwrite Multifamily Deals Like a Pro - Vessi Kapoulian

    Listen to this episode with Vessi Kapoulian as we talk about insider tips and strategies to elevate your underwriting and the perks of investing in multifamily real estate. You'll also hear how to negotiate with lenders and evaluate deals smartly, so don't miss out on our conversation!

    Key Takeaways To Listen For

    • The beauty of real estate investing
    • Criteria that lenders use in assessing real estate deals
    • Unspoken elements you must know when negotiating with lenders
    • What you shouldn't miss out on when underwriting deals
    • Advantages of actively and passively investing in real estate

    Resources/Links Mentioned In This Episode

    • Lifetime Cashflow Academy
    • 10x Is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Hardcover, and Paperback
    • Tax-Free Wealth by Tom Wheelwright | Paperback and Spiral-bound

    About Vessi Kapoulian

    Vessi Kapoulian is a speaker, passive investor, and the founder of Dream Believe Achieve Capital Group, a Los Angeles-based real estate investment company. With 15 years in commercial lending and 4 years in business management, Vessi entered real estate in 2017. She now manages a portfolio of 319 doors across 7 properties in Florida, Tennessee, and Georgia, totaling $35.5MM AUM.

    Vessi's approach includes diversifying investments, achieving tax efficiencies, and leaving a lasting legacy. Vessi holds a Bachelor's degree from the University of Arkansas and an MBA from Northwestern University.

    Connect with Vessi

    • Website: DBA CAPITAL GROUP
    • LinkedIn: Vessi Kapoulian

    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
    44 min
  • EP63: Why Senior Assisted Living Is Real Estate's Next Big Thing - Adam Benton

    Take action and explore the wealth-building potential of senior assisted living when you tune into this episode featuring Adam Benton. Don't miss his insights on leveraging this niche market to not only build financial success but also to provide exceptional care and set the standard for senior living.

    Key Takeaways To Listen For

    • Stellar Senior Living: Who they are, their property acquisition process, and offered services
    • Things you need to know about senior living before acquiring assisted living properties
    • Factors contributing to the continuous growth of assisted living businesses
    • Assisted living vs. skilled nursing
    • Strategic ways to improve senior living spaces

    Resources/Links Mentioned In This Episode

    • Medicaid
    • Elon Musk by Walter Isaacson | Kindle, Audiobook, and Hardcover

    About Adam Benton

    Adam is the senior vice president of Stellar Senior Living. He is also a recipient of the prestigious "40 Under 40" award by Argentum for his exemplary leadership. He has devoted three years to the Utah Alzheimer's Association board, advocating dementia advocacy, raising awareness, and supporting research efforts. He also holds a bachelor's degree in finance from Brigham Young University and an MBA with a Real Estate emphasis from Columbia University. After five years in finance on Wall Street, he co-founded Stellar Senior Living in 2011 with his family.

    Connect with Adam

    • Website: Stellar Senior Living
    • LinkedIn: Adam Benton

    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
  • EP62: Why Mobile Home Parks Could Be Your Next Viable Investment - Jeremiah Boucher

    Do you want to learn the secrets to success in the ever-evolving realm of real estate? Then this episode is for you. Jeremiah Boucher chats with us to reveal the unique advantages that give mobile home parks their edge against other asset classes in today's market. Tune in now for more information!

    Key Takeaways To Listen For

    • The pros and cons of investing in mobile home parks
    • Top things you need to know before buying a mobile home park
    • Investment tips and strategies for lucrative real estate development
    • Vital lessons you can learn from interacting with veteran investors
    • Time-tested advice beginner investors should remember

    Resources/Links Mentioned In This Episode

    • No Down Payment by Carleton H. Sheets | Audiobook
    • Mobile Home Park 10/20 Investment System by Dave Reynolds and Frank Rolfe | Kindle and Paperback
    • Finding Your Edge by Jeremiah Boucher | Kindle, Hardcover, and Paperback
    • Craigslist
    • Facebook
    • Liberty Tax Service
    • The Psychology of Money by Morgan Housel | Kindle, Hardcover, and Paperback
    • Open by Andre Agassi | Kindle, Hardcover, and Paperback

    About Jeremiah Boucher

    Jeremiah is an author, podcast co-host, and the founder and CEO of Patriot Holdings, LLC. He boasts two decades of expertise as a value investor specializing in alternative commercial real estate assets. Originating from Las Vegas, his early immersion in the real estate business came through working for his father's paving company in New Hampshire, providing a ground-up understanding of the industry.

    Jeremiah left college at the age of 20 to enter the real estate arena, initially as a real estate agent and single-family residential investor. Swiftly shifting to manufactured housing parks, he played a key role in building one of the nation's largest manufactured housing funds. This success led him to establish his own private equity and real estate management firm, showcasing his entrepreneurial skills in the real estate landscape.

    Connect with Jeremiah

    • Website: Patriot Holdings | Jeremiah Boucher
    • Podcast: Finding Your Edge | Apple Podcasts and Spotify
    • LinkedIn: Jeremiah Boucher
    • YouTube: Jeremiah Boucher
    • TikTok: @jeremiahboucher
    • Instagram: @jeremiahboucher_
    • X: @jeremiahboucher
    • Linktree: @jeremiahboucher

    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
    48 min
  • EP61: Is The Flex Industrial Space The Future of Real Estate Investing? - Cody Payne

    Cody Payne shares his invaluable wisdom and years of expertise in this episode, where we dive into the challenges the commercial space is currently facing and the advantages of flex industrial parks. Don't miss the chance to supercharge your real estate ventures as you welcome another year of entrepreneurial success!

    Key Takeaways To Listen For

    • Challenges in the commercial real estate sector and how to fix them
    • Why there might be a high demand for industrial real estate in the next 10 years?
    • Pros and cons of triple net leases
    • Factors to consider when searching for land, tenants, and insurance
    • City regulations and zoning codes to remember for industrial buildings

    Resources/Links Mentioned In This Episode

    • Blackstone
    • Think Better, Live Better by Joel Osteen | Kindle, Paperback, and Hardcover
    • Andy Elliott's Sales Training

    About Cody Payne

    Cody is the senior vice president at Colliers International, specializing in office and industrial investment property sales. With a track record of closing over 500 commercial real estate transactions in his 12-year career, his expertise spans leasing, management, market conditions, and business strategy. He utilizes the Colliers International Platform to provide clients and investors with opportunities to maximize value for optimal results.

    Cody's leadership has also led to significant achievements, including expanding his team's leasing portfolio to over 40 buildings. Cody's influence in the office and industrial leasing sector extends to collaborations with companies ranging from local and regional to Fortune 500, securing GSA leases and earning recognition as a top producer in the commercial real estate industry.

    Connect with Cody

    • Websites: Colliers | flexbusinessparks
    • LinkedIn: Cody Payne
    • X: @tx_investments

    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
  • EP60: Best RE Investing Tips Non-Accredited Investors Should Know - Brian Dally

    Hop on this episode with Brian Dally as we explore opportunities and strategies that can transform private market investing into a game-changer for your portfolio. Discover how to diversify your investments effectively and conquer the private investing landscape by tuning in now.

    Key Takeaways To Listen For

    • Groundfloor: Their services, processes, ideal customers, and the advantages of working with them
    • Misconceptions about alternative investments and why they aren't true
    • Why it's important to adjust your business operations based on current market conditions
    • Why private market investing could redefine investing for non-accredited investors
    • A good habit all investors should develop and practice

    Resources/Links Mentioned In This Episode

    • Jumpstart Our Business Startups (JOBS) Act
    • Bank of America Private Bank Study Finds Younger Investors Turning to Alternatives, Sustainability and Digital Assets to Create Wealth
    • Labs by Groundfloor
    • Auto Investor Account
    • Groundfloor Investing App | App Store and Google Play
    • The Courage to Be Disliked by Ichiro Kishimi and Fumitake Koga | Kindle, Paperback, and Hardcover

    About Brian Dally

    Brian is an entrepreneur and the co-founder and CEO of Groundfloor. Aside from being an Internet ideologue, he's a community organizer at heart, drawn to decentralized technologies that break down barriers and open access to once-closed markets. His expertise lies in instigating and capitalizing on changes to legal frameworks and social psychology, creating value at a mass-market scale.

    Connect with Brian

    • Website: Groundfloor
    • LinkedIn: Brian Dally
    • Twitter: @brian_dally

    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
    48 min
  • EP59: Negotiation and Marketing Tips to Find and Close Profitable Deals - Tom Zeeb

    Do you want to learn how to find and make lucrative deals in any exit strategy? Then listen to this episode with Tom Zeeb as we talk about actionable negotiation and marketing techniques that'll take your real estate business to the next level. Tune in now to learn more!

    Key Takeaways To Listen For

    • The value of joining your local real estate investor association
    • Strategic ways to serve your niche and find profitable deals
    • 2 important things investors must have to succeed
    • Expert negotiation tips you must follow to close deals and build your network
    • The power of consistency, discipline, and focus in self-development and business

    Resources/Links Mentioned In This Episode

    • Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Audiobook, and Paperback
    • DealMachine
    • Microsoft Outlook Personal Email and Calendar
    • To Be or Not to Be Intimidated? by Robert Ringer | Hardcover and Paperback
    • The Second World War by Winston S. Churchill | Paperback

    Gain access to Tom's bonus training, The Negotiation Trifecta, by visiting www.tomzeeb.com/trifecta and achieve unparalleled success in the art of deal-making and negotiation.

    Do you want to improve your marketing game? Go to www.tomzeeb.com/dealflow to get your FREE downloadable training about the 5 key marketing elements to get your first 5 deals.

    About Tom Zeeb

    Tom is an investor, speaker, author, adventurer, podcast host, and the president and founder of Traction Real Estate Investors Association. He transitioned from a 9-to-5 job to real estate entrepreneurship despite the skepticism of others. His success has been recognized by prominent media outlets, including CNBC, Kiplinger's Magazine, and The Washington Post. Tom strategically structured his real estate wholesaling business to operate remotely, allowing him the freedom to pursue his passion for exploring the world.

    Tom has helped hundreds replace their income through real estate investing. He shares practical insights through seminars, workshops, and podcasts. His speaking engagements cover topics like "Wholesaling: 60 Days to Done!" and "Wholesaling: The Rapid Cash Generator MasterClass: More Deals. More Profits. More Freedom!" His talks are known for being entertaining, informative, and, above all, practical.

    Connect with Tom

    • Website: Traction Real Estate Mentors | Traction Real Estate Investors Association
    • Podcast: The Art & Science of Real Estate Negotiation | Apple Podcasts and Spotify
    • LinkedIn: Tom Zeeb

    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
    44 min
  • EP58: Enjoy Worry-Free Retirement via Commercial Real Estate - Sridhar Sannidhi

    The key to successful entrepreneurship lies in one's capacity to thrive amidst market changes. Sridhar Sannidhi joins us as we guide you through streamlining your path to making profitable deals, offering strategic insights and valuable tips for navigating the dynamic currents of the commercial real estate arena so you don't have to worry about your retirement. Tune in to learn more!

    Key Takeaways To Listen For

    • 3 important points to remember when syndicating value-add deals
    • Strategies to streamline your deals and property operations
    • Key differences between developing ground-up and value-add properties
    • How changes in interest rates have shaped RE development deals
    • Top 3 things to help your real estate business thrive during high inflation
    • Useful advice for first-time real estate syndicators

    Resources/Links Mentioned In This Episode

    • Think and Grow Rich by Napoleon Hill | Kindle, Audiobook, and Paperback
    • Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Audiobook, and Paperback

    About Sridhar Sannidhi

    Sridhar is the visionary CEO and founder of Grow Wealth 2 Retire LLC. As a proactive deal sponsor and general partner, he has led 12 successful ventures, overseeing 2700+ units and managing an impressive $350 million assets under management. His influence extends further as a limited partner, contributing to a vast portfolio of 25 deals encompassing 7000+ units and an estimated $800 million. Sridhar also has a technological journey spanning over three decades across legacy, distributed, internet, and cloud computing, bringing a wealth of expertise to the table.

    Connect with Sridhar

    • Website: Grow Wealth 2 Retire LLC
    • LinkedIn: Sridhar Sannidhi
    • Facebook: Sridhar Sannidhi
    • Linktree: @growwealth2retire

    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
  • EP57: Swap The Active Grind for Passive Real Estate Gains - Bronson Hill

    Discover the art of optimizing cash flow as passive investors in today's episode with Bronson Hill. Join us as we delve into strategies and asset classes that empower you to maximize returns without sacrificing your time for money. So ditch the daily grind and unlock the potential of passive income!

    Key Takeaways To Listen For

    • What are the tax benefits of real estate investing?
    • Alternative investments that might provide good cash flow
    • Big lessons you can learn from failures as a passive investor
    • Challenges in today's real estate market
    • Expert advice for new passive investors

    Resources/Links Mentioned In This Episode

    • Fire Yourself by Bronson Hill and Ken McElroy | Hardcover, Kindle, and Audiobook
    • ITI Education - Investor to Investor
    • The Gifts of Imperfection by Brene Brown | Paperback, Kindle, and Hardcover
    • Never Split the Difference by Chris Voss and Tahl Raz | Audiobook, Paperback, and Hardcover

    About Bronson Hill

    Bronson is the founder and CEO of Bronson Equity and has raised over $20 Million for real estate investment. He is a general partner in over $150M worth of real estate around the US.

    Bronson is an authority on apartment investing and is continually putting out new content to help educate investors and help them achieve financial freedom. He spent his earlier years as a sales consultant for several large and startup medical device companies.

    He has been a guest on many podcasts and is the author of the book Fire Yourself: Replace Your Working Income with Passive Income in 3 Years or Less.

    Connect with Bronson

    • Website: Bronson Equity
    • YouTube: Bronson Hill

    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
  • EP56: Invest, Diversify, Retire | How To Boost Your IRA Returns - Dana Udumulla

    Financial autonomy meets retirement savings in today's episode featuring Dana Udumulla as we dive into the dynamic world of self-directed individual retirement accounts. Tune in to discover how to transfer your 401k into a self-directed IRA, along with the importance of reflecting, researching, and having a clear sense of your retirement goals in securing your financial future.

    Key Takeaways To Listen For

    • Madison Trust Company: Their services and the advantages of working with them
    • How to use your self-directed IRA to invest in real estate
    • What is UBIT and why do investors need to be aware of it
    • Alternative ways to fund your retirement savings account
    • Reasons you should invest in a self-directed IRA vs. a traditional IRA
    • How do you keep track of your IRA-funded investments?

    Resources/Links Mentioned In This Episode

    • Charles Schwab
    • Fidelity Investments
    • Merrill Lynch
    • Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Audiobook, and Paperback

    About Dana Udumulla

    Dana Udumulla is an investment manager at Madison Trust Company, specializing in alternative investments and self-directed IRAs with a portfolio exceeding $4 billion. She joined the company in February 2020, and as the manager of the Investments and Compliance Department, she is dedicated to improving departmental procedures, streamlining investment processes, and exploring innovative ventures. Furthermore, Dana holds a Master of Science in Financial Analysis from Rutgers University and a Bachelor's degree in Finance from Ramapo College of New Jersey.

    Connect with Dana

    • Website: Madison Trust Company
    • LinkedIn: Dana Udumulla
    • Mobile Number: 845-400-8454

    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

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.