The Wealth Flow

The Wealth Flow

By Keith BorieBusinessInvesting
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The Wealth Flow episodes

  • EP55: Escape the Sales Grind and Be Job Optional through Passive RE Investing - Justin Moy

    Are you tired of the hustle and bustle of sales? Embark on your passive investing journey by tuning in to this episode with Justin Moy as he shares the story of his transition from sales to real estate. Join us now to discover a crucial element that improves your chances of success and growth in this industry!

    Key Takeaways To Listen For

    • How small wins can build motivation for long-term success
    • Proven tips to optimize your transition from commercial to residential RE
    • How to make the most of joining a mastermind group
    • An effective investment model to maximize returns and minimize risks
    • The FIRE Movement: What it is and its goals
    • 2 high-level strategies to improve your sales

    Resources/Links Mentioned In This Episode

    • GNC
    • BiggerPockets
    • RETIRE WITHIN 10 Bundle
    • Way of the Wolf by Jordan Belfort | Kindle, Paperback, and Hardcover
    • Limitless by Jim Kwik | Hardcover, Paperback, and Spiral-bound

    About Justin Moy

    Justin is a managing partner at Presidents Club Investors and the host of the Passive Real Estate Strategies podcast. He is a seasoned expert in real estate investing, dedicating over a decade to the pursuit of helping individuals build generational wealth and achieve passive income. As a multifaceted professional with roles as an owner, investor, and syndicator, Justin has proven instrumental in bridging the gap between capital and lucrative commercial and multifamily properties.

    Justin and his team have also successfully multiplied millions of dollars for a diverse range of investors, both accredited and non-accredited. His proficiency lies in empowering high-performing professionals to reclaim their time through strategic real estate investments.

    Connect with Justin

    • Website: Presidents Club Investors | RETIRE WITHIN 10 Bundle
    • Podcast: Passive Real Estate Strategies | Apple Podcasts and Spotify
    • LinkedIn: Justin Moy - The Presidents Club Investor
    • TikTok: @justinmoy21
    • Linktree: @Passiverealestateinvesting

    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
    49 min
  • EP54: Smart Real Estate Strategies for Hands-Free Profits - Marcus Maloney

    Do you want to learn more about real estate and enhance your entrepreneurial skills? Then this episode is perfect for you. Marcus Maloney joins us for an in-depth conversation about the fundamentals of wholesaling and the key qualities needed for entrepreneurial success. Tune in now for more passive investing strategies that are right for you!

    Key Takeaways To Listen For

    • The value of learning to invest at a young age
    • Key characteristics you must possess to be a savvy entrepreneur
    • Core aspects of wholesaling and useful criteria to identify potential deals
    • Advantages of investing in long-term rental properties
    • A unique business model to maximize returns of your real estate properties

    Resources/Links Mentioned In This Episode

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

    About Marcus Maloney

    Marcus is a value investor and holder of diverse residential and commercial portfolios. His expertise lies in uncovering real estate opportunities with substantial equity, a skill that has earned him the title of the Equity King. Starting as a high school dropout, he transformed his trajectory from earning a GED to completing an MBA in 2011 from Olivet Nazarene University. Marcus's hard work is evident in completing over $3.3 million in wholesale transactions. He also manages a portfolio that includes seven rentals, including two commercial units.

    In a remarkable achievement, Marcus purchased and converted a school into a daycare center, consistently turning marginal profits into significant equity positions. He extends his impact by providing mentorship through one-on-one interactions, his successful YouTube Channel, and his blog. Additionally, Marcus leverages his MBA as a consultant for a successful non-profit institution, contributing to the development of human capital and philanthropic efforts that serve those in need.

    Connect with Marcus

    • Website: Marcus Maloney
    • Podcast: We Love Equity Real Estate Show | Apple Podcasts and Spotify
    • LinkedIn: Marcus Maloney
    • Facebook: Marcus Maloney
    • YouTube: Mrcs Maloney
    • Instagram: @mrcsmaloney
    • Instabio: Marcus Maloney

    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
  • EP53: How You Can Build a Life of Purpose, Entrepreneurship, and Success - Alan Underwood

    Elevate your understanding of the industry while gaining expert insights in this episode with Alan Underwood as he shares the secrets to success in real estate investing. Tune in now to hear more about Accessory Dwelling Units and supercharge your real estate knowledge and entrepreneurial spirit!

    Key Takeaways To Listen For

    • Helpful tips to help you navigate grief and loss
    • Reasons to surround yourself with like-minded and goal-driven individuals
    • The accidental story of how Alan began his multifamily investing journey
    • Why Accessory Dwelling Units might be the solution to the US housing crisis
    • An advice new RE investors should always remember

    Resources/Links Mentioned In This Episode

    • Gobundance
    • Accessory Dwelling Units
    • Falcon Field Airport
    • Angel Flight West
    • The Go-Giver by Bob Burg and John David Mann | Kindle, Hardcover, and Paperback
    • You Are the Placebo by Dr. Joe Dispenza | Kindle, Hardcover, and Paperback

    About Alan Underwood

    Alan is a multifaceted entrepreneur, dedicated pilot, and real estate visionary. His journey began with the launch of a pizza restaurant chain at the age of 22, leading to a successful foray into the automotive industry with a dealership that generated over $16 million in annual revenue. Now a full-time real estate developer and investor, Alan is currently overseeing the construction of a 91-unit apartment complex and inviting investors to join him in transforming San Diego's real estate landscape.

    Alan's passion for flying takes a philanthropic turn as the Arizona Wing Leader for Angel Flight West. Through this role, he provides free air transportation to needy patients, showcasing the powerful combination of aviation expertise and community impact. His commitment to making a positive difference extends to his involvement in the community, where he shares his knowledge through mentoring, public speaking, and writing.

    Connect with Alan

    • Website: MMTM Capital Group | Momentum Capital Group | Building Momentum in Your Portfolio
    • LinkedIn: Alan Underwood
    • Facebook: Alan Underwood
    • Instagram: @thealanunderwood

    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
  • EP52: Vets, Multifamily Mastery, and Long-Term RE Investing Success - Dr. Jason Balara

    If you're determined to succeed in the real estate industry, this episode is for you. Join Dr. Jason Balara as we delve into a comprehensive discussion about the ideal markets for multifamily investors, along with valuable tips for thriving in real estate in the long run. He'll also shed light on the veterinary industry and how you can contribute. So, tune in!

    Key Takeaways To Listen For

    • Expert tips to streamline your transition into multifamily real estate
    • Lark Capital Group: What they do and how they add value to their properties
    • 3 things to consider when selecting a property management company
    • The truth about the veterinary industry and the factors affecting it
    • What's the best type of multifamily property to invest in?

    Resources/Links Mentioned In This Episode

    • Not One More Vet
    • Who Not How by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Paperback, and Hardcover

    About Dr. Jason Balara

    Dr. Jason is the founder and CEO of Lark Capital Group, LLC, a veterinary surgeon, and an experienced multifamily real estate investor. His primary focus is on Class B and C value-add multifamily deals in the Southeast market. Before his role at Lark Capital, Dr. Jason navigated the realm of single-family home investment, concentrating on rentals and fix-and-flips. Notably, his most recent flip garnered a remarkable 112% ROI.

    He has also channeled intense focus into honing his practice as a veterinary surgeon over the past 12 years. Driven by a distinct goal, he aims to enable passive investors, particularly those with a medical background like himself, to cultivate their wealth through strategic investments in multifamily properties.

    Connect with Dr. Jason

    • Website: Lark Capital Group
    • Podcast: Know your why Podcast | Apple Podcasts and Spotify
    • LinkedIn: Jason Balara
    • YouTube: Jason Balara
    • Facebook: Jason Balara
    • LinkTree: Dr. Jason Balara
    • Instagram: @larkcapital
    • 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
    40 min
  • EP51: Pro Tips for Multifamily Property Owners and Aspiring Investors - Zach Haptonstall

    Fuel your business enthusiasm today as Zach Haptonstall joins us for a comprehensive discussion about the power of self-directed learning and persistence in achieving your financial goals. Hop in to learn how he and his team manage and operate renovations for hundred-unit multifamily properties!

    Key Takeaways To Listen For

    • The value of self-teaching in achieving great success
    • Rise48 Equity: How they began and grew their business
    • Why it might be better to have in-house property managers
    • Practical ways to renovate multifamily properties and not lose tenants
    • Pivotal changes in the lending landscape and its effects on the RE market

    Resources/Links Mentioned In This Episode

    • Dave Ramsey books
    • Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle and Mass Market Paperback
    • Dave Ramsey's 7 Baby Steps
    • CBRE
    • Federal Home Loan Mortgage Corporation (Freddie Mac)
    • Winning by Tim S. Grover | Kindle and Hardcover
    • Relentless by Tim S. Grover | Kindle and Hardcover

    About Zach Haptonstall

    Zach is a co-founder and the CEO of Rise48 Equity, Rise48 Communities, and Rise48 Construction, focusing on acquisitions, capital sourcing, and strategic partnerships. Under his leadership, Rise48 Equity has achieved $1.99 Billion in total transactions since 2019. He has been a licensed real estate agent since 2016, holding positions in prestigious organizations like the Forbes Real Estate Council. His prior role as president and co-owner of Family Comfort Hospice resulted in a successful $9M+ annual revenue in 2021.

    Zach also played a key role as Director of Business Development at Sage Hospice in its rise to the #1 for-profit Hospice Organization in Arizona. His academic journey includes earning a Summa Cum Laude Bachelor's in Journalism and Mass Communication from Arizona State University and an MBA from the Colangelo College of Business at Grand Canyon University.

    Connect with Zach

    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
    55 min
  • EP50: Wealth-Building Strategies the Ultra-Rich Is Keeping From You - Matt Hansen

    Today, Matt Hansen joins us for a conversation about lucrative investments beyond the real estate industry, plus tips on earning hands-free passive income. Check out this episode to unlock wealth-building tactics the ultra-rich keep under wraps!

    Key Takeaways To Listen For

    • 3 essential real estate investing tips for beginners
    • Profitable investments and secrets only the ultra-rich know
    • The immense value of joining mastermind groups for your business
    • A quick overview of the commercial and multifamily market in the US today
    • Vital things to consider when managing real estate projects and acquisitions
    • The pros and cons of investing in stocks vs. real estate for passive investors

    Resources/Links Mentioned In This Episode

    • The Infinite Game by Simon Sinek | Kindle, Hardcover, and Paperback
    • Start with Why by Simon Sinek | Kindle, Hardcover, and Paperback

    About Matt Hansen

    Matt is the founder of Hansen Holdings, an experienced real estate investor, and a wealth growth strategist with over 30 years of experience. Following a significant loss in his Fidelity 401K during the 2008 Great Recession, he transitioned from a 31-year corporate career to explore alternative wealth-building avenues. Today, Matt is the proud owner of over 2,200 units of apartment buildings spread across multiple states, leveraging passive income and wealth growth to provide a resilient alternative to traditional investments.

    Matt also focuses on educating others about the advantages of passive apartment investing, empowering them to become partners in multi-million dollar apartment complexes. Beyond finance, Matt enjoys reading, watching movies, traveling, and spending quality time with his wife, Renee, and their two adult children, Jake and Paige. Matt looks forward to connecting with individuals, understanding their financial goals, and exploring partnerships to achieve lasting prosperity.

    Connect with Matt

    • Website: Hansen Holdings
    • Podcast: Better Returns: Invest Like a Pro | Apple Podcasts and Spotify
    • LinkedIn: Matt Hansen
    • YouTube: Matt Hansen
    • Facebook: Matt Hansen
    • Instagram: @matthew.hansen.22

    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
  • EP49: Diversify and Grow Your Wealth with Farmland Investments - David Chan

    Diversify beyond stocks and bonds with David Chan as he talks to us about the various reasons farmlands and agricultural real estate might be your next best investment. Tap on the play button now to learn more about FarmTogether and the services they offer!

    Key Takeaways To Listen For

    • The vital role of the agricultural industry in society
    • Importance of underwriting during property acquisitions
    • Why agricultural real estate is an exciting asset class in the US today
    • FarmTogether: Their offered services and strategies for assembling the ideal team
    • Notable changes in the agricultural sector investors should be aware of

    Resources/Links Mentioned In This Episode

    • Gro Intelligence
    • The Richest Man in Babylon by George S. Clason | Kindle and Paperback
    • Dirt to Soil by Gabe Brown | Kindle and Paperback

    About David Chan

    David is the CCO, the Head of Business Development, and a founding team member of FarmTogether. He is a seasoned professional with more than 7 years of experience in finance and technology within the agribusiness sector. Before joining FarmTogether, he served as a Senior Private Equity Associate at AMERRA Capital Management. His career journey includes notable roles at Prudential Agriculture Investments, Gro Intelligence, and Barclays Investment Bank.

    David is also a Harvard Business School MBA graduate and holds a Bachelor of Science degree in Atmospheric Sciences from Cornell University's College of Agriculture and Life Sciences. He is also a distinguished member of LEAD NY's Class 19, a prestigious leadership program managed by Cornell University designed for dedicated leaders in the agriculture and food industries.

    Connect with David

    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
  • Ep48: Set Yourself Up for Success with Diversified Investments - Patrick Grimes

    Today, Patrick Grimes walks us through his unique journey, learning the ins and outs of acquiring apartments and energy investments. Discover the benefits of investing in alternative assets, how to find great multifamily properties, and various opportunities to generate passive income. Stay tuned!

    Key Takeaways To Listen For

    • Multifamily vs. single-family real estate investing
    • A rundown of how cost segregation works
    • Benefits of investing in the energy sector
    • Why you should diversify your investment portfolio
    • Patrick's secret strategy for finding ideal investment properties

    Resources/Links Mentioned In This Episode

    • How Multifamily Syndications Beat Single Family For Accelerating Retirement
    • How Multifamily Syndications Can Protect Your Assets Better Than Single-Family Homes
    • Passive Investor Guide
    • Tiger 21
    • Yes, You Can Invest In Real Estate With Your IRA Or 401(k)

    Get to know the stories of the growth and transformation of successful individuals in Patrick's book "Persistence, Pivots and Game Changers, Turning Challenges Into Opportunities." Go to https://passiveinvestingmastery.com/book/ and use the promo code "WEALTHFLOW" to grab a copy for FREE!

    About Patrick Grimes

    Patrick is the CEO and founder of Invest on Main Street. With over 15 years of experience in dynamic real estate investment, his expertise lies in acquiring distressed assets, followed by meticulous renovation and stabilization to generate cash flow. He is an experienced professional with an impressive portfolio boasting control over 4,000 units in burgeoning markets throughout Texas and the Southeastern United States.

    Patrick's educational background includes a Bachelor of Science in Mechanical Engineering from the University of the Pacific, a Master of Business Administration, and a Master of Science in Engineering from San Jose State University.

    Connect with Patrick

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

    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
  • Ep47: The Best Way to Create Passive Income in Real Estate - Jeremy Dyer

    Today, Jeremy Dyer talks about his real estate experience and how he unlocked passive income and tax benefits with syndication deals. Check this episode out to hear his top tips for aspiring investors like you who want to have multiple cash flows, a diversified investment portfolio, and financial freedom.

    Key Takeaways To Listen For

    • 2 secrets to finding early success as a sales professional
    • Jeremy's multifamily real estate investment criteria
    • Advantages of diversifying your investment portfolio
    • Underwriting tips and assumptions to have as a limited partner in syndications
    • What real estate deal operators should do for their investors

    Resources/Links Mentioned In This Episode

    • HGTV
    • The Wall Street Journal

    Learn the ins and outs of passive investing and kickstart your real estate journey confidently by visiting https://startingpointcapital.com/guide and downloading the best guide to passive real estate investing for FREE!

    About Jeremy Dyer

    Jeremy Dyer is the founder and managing partner of Starting Point Capital, a platform for raising capital and facilitating future real estate syndications. He is an RE investment expert dedicated to helping top-performing sales professionals, small business owners, and franchise owners achieve financial success. Jeremy solves issues related to stock market volatility, onerous tax burdens, insufficient cash flow for retirement, and the need for multiple streams of passive income.

    Jeremy brings a wealth of real estate experience, having participated as an active and passive investor. At present, he serves as a passive limited partner investor in more than 4,000 multifamily units, actively engages in 24 ongoing passive real estate projects, and holds passive equity investments exceeding $400 million in total assets. His expertise enables clients to generate passive income, diversify their portfolios, and reduce their tax liabilities through well-sourced real estate investment opportunities.

    Connect with Jeremy

    • Website: Starting Point Capital
    • Podcast: The Freedom Point Podcast | Apple Podcasts and Spotify
    • LinkedIn: Jeremy Dyer
    • Youtube: The Freedom Point Podcast
    • Linktree: Jeremy Dyer

    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
  • Ep46: How to Find Joy and Happiness as an Entrepreneur - Brad Chandler

    If you want to build wealth without falling into pitfalls and ultimately losing yourself, this episode with Brad Chandler is for you! Discover how Brad successfully scaled his real estate business and the remarkable formula that transformed his life as a partner, parent, and entrepreneur for good. Tune in to find joy and happiness today.

    Key Takeaways To Listen For

    • How to look at today's real estate market when flipping homes
    • 3 excellent tips for real estate fix-and-flip beginners
    • The main root of all your problems in life or career
    • A deep dive into the 3 R's of life transformation
    • Detrimental effects of the lack of self-love

    Resources/Links Mentioned In This Episode

    • Nothing Down by Robert G. Allen | Hardcover
    • Story Brand
    • Building a StoryBrand by Donald Miller | Hardcover and Paperback
    • Business Made Simple with Donald Miller | Apple Podcasts and Spotify
    • Zig Ziglar
    • Joy Regenerator
    • Self-Love Quiz
    • Accelerated Happiness Formula Resources
    • The Way of Miracles by Mark Mincolla, Ph.D. | Kindle and Hardcover
    • Tony Robbins

    About Brad Chandler

    Brad is the CEO and co-founder of Express Homebuyers USA. In 2002, he was inspired by an investor who purchased his neighbor's property in Vienna, Virginia. This encounter led to the start of Express Homebuyers, and over two decades later, the company has successfully bought and sold 4,000 homes nationwide. Brad's mission is to positively impact team members and clients by providing customized solutions for individual needs.

    Brad is the host of the How To Be Happier For Entrepreneurs podcast and also the founder of Brad Chandler Coaching. This program was born from his transformation, which began when he was helping his son battle severe anxiety. Through dedicated exercises, meditation, and neural reprogramming, Brad rediscovered self-love and self-compassion, breaking free and finding true freedom.

    Connect with Brad

    • Website: Express Homebuyers | Brad Chandler
    • Podcast: How To Be Happier For Entrepreneurs | Apple Podcasts and Spotify
    • LinkedIn: Brad Chandler
    • X: @lbchandler1
    • LinkTree: Brad Chandler

    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

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.