The Wealth Flow

In this episode, Mark Updegraff shares a wealth of insights from his experiences in the world of real estate. From brokerage deals to capital ventures, the intricacies of managing properties, and the evolving landscape of tenant-landlord dynamics, Mark's journey offers valuable lessons you surely don't want to miss.

Key Takeaways To Listen For

• A strategic approach to running your real estate business efficiently
• Blind Pool Fund strategy: What it is and how it works in real estate
• The impact of COVID-19 on tenant evictions in New York
• Strategies for investing and developing real estate properties
• Effective real estate marketing techniques

Resources/Links Mentioned In This Episode

• Rochester Institute of Technology
• Emergency Rental Assistance Program (ERAP)
• Google Ads
• LinkedIn
• Facebook
• Instagram
• Who Not How by Dan Sullivan and Benjamin Hardy | Kindle, Paperback, and Hardcover
• Traction by Gino Wickman | Kindle, Paperback, and Hardcover

If you're interested in learning about real estate marketing, you can get Mark's FREE e-book, "The Art of Investor Attraction," by visiting https://razecapital.com/theartofinvestorattraction.

About Mark Updegraff

Mark is the founder & CEO of Raze Capital, a private equity firm specializing in raising capital for passive real estate investments. Mark oversees his firm's due diligence, acquisition, capital raise efforts, investor relations, and asset management. He's an active investor, broker, and operator. As a broker and investor, Mark is involved in over 200 million real estate transactions. He's led peak-producing real estate sales teams and managed a leading local boutique brokerage. He also holds two active license broker licenses in New York.

Connect with Mark

• Website: Raze Capital
• LinkedIn: Mark Updegraff
• Phone Number: (585) 314-9790

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

Are you someone who highly values time? If so, join Aileen Prak in this episode as she shares her expertise in multifamily syndication and how the shift to passive real estate investment ignited her wealth-building journey. Discover how to take control of your life and choose how you want to live it by tuning in!

Key Takeaways To Listen For

• Why you should shift from single-family to multifamily investing
• A high-level guide to start investing in multifamily properties
• The importance of transparent investor-operator communication
• Key considerations when evaluating passive real estate investments
• Practical advice for establishing successful real estate partnerships

Resources/Links Mentioned In This Episode

• Microsoft Excel Spreadsheet Software
• Who Not How by Dan Sullivan and Benjamin Hardy | Kindle, Paperback, and Hardcover

Visit https://bonavestcapital.com/checklist/ and check out Aileen's FREE "Due Diligence Checklist for Passive Investors" to help you gain a thorough understanding of how to perform due diligence like a pro.

About Aileen Prak

Aileen co-founded Bonavest Capital, where she helps people generate passive income through real estate syndications. She is on the path to creating time freedom for her family and two young children and believes real estate is the best vehicle that can help her and others achieve this dream.

Aileen received her MBA from Northeastern University and has over a decade of experience in the Aerospace industry as the finance lead on several multi-million-dollar projects. She is also the host of the five-day-per-week real estate podcast How Did They Do It? Real Estate, where she interviews top experts in the Real Estate Industry, focusing on personal growth and real estate investing.

Connect with Aileen

• Website: Bonavest Capital
• Podcast: How Did They Do It? Real Estate
• 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

Whether you're a seasoned investor or embarking on your investment journey, this episode has something valuable. Join our conversation with Jonny Cattani as we dissect various strategies and opportunities that can shape your financial future.

Key Takeaways To Listen For

• Comparing investments: Real Estate vs. Stock Market
• Unique opportunities and strategies within the short-term rental market
• How effective are oil and gas investing as an investment strategy?
• Tips when investing in RE opportunities amidst economic uncertainty
• Expert advice for those who are just starting their investment journeys

Resources/Links Mentioned In This Episode

• Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback
• GreenLight Equity Group
• RaiseMasters
• Raising Capital for Real Estate by Hunter Thompson | Kindle and Paperback
• Zillow
• Airbnb
• Vrbo
• MLS.com
• Principles by Ray Dalio | Kindle and Hardcover
• Passive Investing Made Simple by Anthony Vicino et al. | Kindle and Paperback

If you're new to investing or preparing to do so, Jonny has created a video series called "Five Steps to Your First Passive Investment" specifically for beginners. Access this series by visiting https://www.thecashflowchronicles.com/.

About Jonny Cattani

Jonny is the founder of Cattani Capital Group. He is a former stockbroker turned real estate investor and has been in commercial real estate for three years. He's been an investor for six years, and he currently manages a $650K short-term rental fund and specializes in helping busy professionals build wealth through passive income. Jonny is the host of The Cash Flow Chronicles- Daily Investing Podcast.

Connect with Jonny

• Website: Cattani Capital Group
• Podcast: The Cash Flow Chronicles

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

Joshua Ferrari joins us as we reiterate the importance of cultivating a vivid vision and fostering clarity and focus to achieve real estate success. Drawing from his own experiences and expertise, Joshua offers a unique blend of wisdom and actionable advice. Hop in today!

Key Takeaways To Listen For

• How "Vivid Vision" can help you experience a transformative business journey
• A unique approach to raising capital in real estate
• Real estate investment strategies for possible infinite returns
• Reasons that will make you shift from multifamily to RV park investments
• Importance of having clarity and success in a real estate business

Resources/Links Mentioned In This Episode

• HGTV
• Vivid Vision by Cameron Herold | Kindle, Paperback, and Hardcover
• Create Your Dream Life in 3-5 Years Using Vivid Visions with Cameron Herold
• How to Craft a Vivid Vision in Your Real Estate Business w/ Cameron Herold
• Extreme Ownership by Jocko Willink | Kindle, Paperback, and Hardcover

About Joshua Ferrari

Joshua is the founder of Ferrari Capital and co-founder of Three Beach Capital; he was born in Omaha, NE, moved throughout the Southeast, and currently resides in Mobile, AL. After college, he was in the aviation industry for over 6 years and grew exponentially in rank. After entering the aviation industry, Josh found his second love, real estate. After just 4 short years, Josh has accumulated over $65MM AUM, 874 units, and has successfully raised tens of millions of dollars from various private investors.

He has been featured on over 40 highly renowned podcasts as a guest. He continues to teach others how to follow in his footsteps via The Ferrari Capital Multifamily Mastermind, which he created in May 2022. In April 2020, he started a podcast titled Creative Capital to learn more about the industry from experts and help teach others.

Connect with Joshua

• Website: Ferrari Capital
• Podcast: Creative Capital
• LinkedIn: Joshua Ferrari
• Facebook: Joshua Ferrari

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

In this episode, we're joined by Jamie M. Lima, MBA, CFP®, CDFA®, as we delve into a wide range of relevant financial planning topics across various life stages. Don't miss his practical steps and strategies you can implement to secure your financial future. Gain valuable insights into the diverse aspects of financial planning when you tune in!

Key Takeaways To Listen For

• Technology's impact on financial strategies and wealth building dynamics
• Divorce financial planning and the intricacy of its asset distribution
• Importance of financial planning across all stages of your life
• Ways to help young adults establish finances, taxes, and retirement plans
• What is the fiduciary duty of a financial adviser and how it affects you

Resources/Links Mentioned In This Episode

• Morgan Stanley
• Fidelity Investments
• UCLA brain-imaging tool and stroke risk test help identify cognitive decline early
• PepsiCo
• CNN
• CNBC
• Airbnb
• TikTok
• The Multiplier Effect by Liz Wiseman, Lois N. Allen, and Elise Foster | Kindle and Paperback
• The First 90 Days by Michael D. Watkins | Kindle and Hardcover

About Jamie M. Lima, MBA, CFP®, CDFA®

Jamie grew up in a family that always seemed to have money challenges. That led him to a career in finance as he wanted to learn and understand how to support myself and my family better. He began his career in 2006 with Morgan Stanley, and in 2011 joined Fidelity Investments. He oversaw $1 billion in assets for 450 families and businesses.

Today, he primarily focuses on mid-career professionals working to maximize their wealth, so they can do what they love with zero financial stress. He also is a Certified Divorce Financial Analyst® and founded Allegiant Divorce Solutions in 2023 to help others better prepare for, navigate, and recover financially from divorce.

Connect with Jamie

• Website: Woodson Wealth Management | Two Wishes Homestead
• Instagram: @twowisheshomestead
• LinkedIn: Jamie M. Lima, MBA, CFP®, CDFA®

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

In this episode, Charles Carillo joins us to share his expertise and valuable insights in real estate, covering topics from entering this niche to evaluating lucrative investment opportunities. Hop in to gain a deeper understanding and turn your investment plan into a tangible reality!

Key Takeaways To Listen For

• Example of a strategic entry into the real estate investment sector
• Advice on real estate property management and decision-making process
• A unique value-add opportunity in real estate and syndication
• The role of third-party managers in effective asset management
• Strategies for identifying and evaluating investment opportunities

Resources/Links Mentioned In This Episode

• Bank of America
• Wells Fargo
• Stripe
• Square
• Paypal
• Chase Bank
• Google
• The 80/20 Principle by Richard Koch | Kindle and Paperback

About Charles Carillo

Charles is the founder and managing partner of Harborside Partners. He has been actively involved in over $200 million of real estate transactions since 2006 and has extensive knowledge in renovating and repositioning multifamily and commercial real estate. In addition to being an active investor, Charles passively invests in many different asset classes, including commercial real estate, ATMs, and early-stage technology and agriculture (AgTech) startups. He is also the host of the popular podcast "Global Investors," where he interviews successful real estate investors in addition to his weekly strategy episodes.

Connect with Charles

• Website: Harborside Partners
• Podcast: Global Investors: Passive Investing in U.S. Real Estate
• YouTube: Harborside 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

Acquire the knowledge required to prosper in real estate investing when you tune in to today's episode with Jeffrey Donis as he shares impactful insights regarding deal management. Don't miss this chance to learn strategies to launch profitable real estate ventures today!

Key Takeaways To Listen For

• Actionable steps you should take when starting out in multifamily
• Why do you need to monitor RE statistics during a volatile market?
• Investing in multifamily: Its benefits and tips on how to start doing it
• How does task delegation work in a family-operated business
• Market and property characteristics to consider to acquire quality assets

Resources/Links Mentioned In This Episode

• YouTube
• The Breakfast Club
• Rich Dad Poor Dad by Robert Kiyosaki | Kindle and Paperback
• Think and Grow Rich by Napoleon Hill | Kindle and Paperback
• The Compound Effect by Darren Hardy | Kindle and Hardcover
• BiggerPockets
• Think Multifamily with Mark & Tamiel Kenney | Apple Podcast and Spotify
• LinkedIn
• Netflix
• Can't Hurt Me by David Goggins | Kindle, Hardcover, and Paperback
• ABCs of Real Estate Investing by Ken McElroy | Kindle and Paperback
• Outwitting the Devil by Napoleon Hill | Kindle and Paperback

About Jeffrey Donis

Jeffrey is a managing partner of Donis Investment Group LLC, a real estate investment company. Their focus is primarily on 100+ unit apartment complexes. Donis Investment Group LLC looks for multifamily real estate with a strategy focused on acquiring, owning, and operating apartments and providing clients with the opportunity to invest in real estate through syndication at a reduced risk that would otherwise be unobtainable.

Connect with Jeffrey

• Website: Donis Investment Group
• Podcast: Real Estate Monopoly | Apple Podcast and Spotify
• Facebook: Jeffrey Donis | Donis Brothers

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

In this episode, Chris Prefontaine dives deep into the world of creative real estate and how it offers a versatile toolkit for investors to navigate through different market conditions with agility. Join us as we explore innovative strategies, adaptable approaches, and success stories demonstrating how creative real estate can be a game-changer in your investment journey.

Key Takeaways To Listen For

• Creative real estate strategies and innovative approaches to investing
• An effective process to select the right buyers for your property
• Important things you should know in finding a suitable real estate niche
• Deal structures, tax benefits, and student success in creative real estate
• 3 valuable advice from a successful real estate investor

Resources/Links Mentioned In This Episode

• Real Estate on Your Terms by Chris Prefontaine et al. | Kindle and Hardcover
• Deal Structure Overtime by Chris Prefontaine et al. | Paperback
• Mitch Stevens
• Coldwell Banker
• Zoom
• Principles by Ray Dalio | Kindle and Hardcover
• Shoe Dog by Phil Knight | Kindle, Paperback, and Hardcover

To learn more about Chris' FREE replay class, visit https://wickedsmartacademy.com/mastersclass. You can also get Chris' books for free, along with an event ticket for an exciting event this September, when you go to https://wickedsmartbooks.com/keith1.

If you want to keep in touch with Smart Real Estate Coach, visit https://smartrealestatecoach.com/action/.

About Chris Prefontaine

Chris is the four-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Sell With Authority for Real Estate Investors. He's also the founder of the Wicked Smart companies and host of the Smart Real Estate Coach Podcast. Chris has been in real estate for over 31 years. His experience ranges from constructing new homes in the 1990s and owning a Realty Executive Franchise to running his investments and coaching clients throughout North America.

Today, Chris and his family and team run their creative financing business and are still in the trenches daily. Their primary focus is helping students across North America plan their escape from their W-2 jobs by getting in the trenches and doing deals with them. They've completed over $100 million in transactions.

Connect with Chris

• Website: Smart Real Estate Coach | Wicked Smart Academy
• Podcast: The Smart Real Estate Coach
• YouTube: Smart Real Estate Coach
• Facebook: Chris 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

If you want to amplify your wealth-building capacities and strategies, look no further! Prepare to embark on a journey towards strategic mentorship and harnessing the right resources as John Casmon guides you through a diverse range of learning resources to boost your wealth-building prowess. Take a definitive step toward your financial aspirations by tuning in to this episode.

Key Takeaways To Listen For

• How educating yourself can help develop your ideal investing strategy
• Why people's influence assist you in pursuing investment opportunities
• A strategic approach to maximizing profits in your rental properties
• Impact of the right mindset and mentor in developing your RE knowledge
• Biggest benefits of joining mastermind groups and events for real estate investors

Resources/Links Mentioned In This Episode

• Rich Dad Poor Dad by Robert Kiyosaki | Kindle and Paperback
• MTN DEW
• P&G
• Sherwin-Williams
• ABCs of Real Estate Investing by Ken McElroy | Kindle and Paperback
• Multifamily Apartment Investment Sample Deal
• Atomic Habits by James Clear | Kindle and Paperback
• Tiny Habits by BJ Fogg PhD | Hardcover
• Who Not How by Dan Sullivan and Dr. Benjamin Hardy | Kindle and Paperback
• Grit by Angela Duckworth | Kindle and Paperback
• Growth Mindset by Peyton Curley | Paperback and Spiral-bound

If you're interested in investing in real estate, check out https://casmoncapital.com/sampledeal to learn more about the REI basics and John's approach to apartment investing.

About John Casmon

John is a multifamily real estate entrepreneur and marketing maven with extensive experience collaborating with others to deliver profitable results. He hosts the widespread and growing real estate podcast Target Market Insights and hosts the Chicago Multifamily Club. He co-created the Midwest Real Estate Networking Summit. He partnered with investors on over 900 units in multifamily valued at nearly $90 million.

Connect with John

• Website: Casmon Capital Group | MidWest Real Estate Networking Summit
• Podcast: Multifamily Insights | Apple Podcast 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

Chad Griffiths is here to share his profound knowledge of the industrial real estate market, delving into the opportunities, challenges, and trends that shape this lucrative sector. Join us to learn the crucial aspects you should know before investing in industrial real estate properties!

Key Takeaways To Listen For

• Why industrial real estate is the ideal asset class for you
• Things you should know before entering the industrial real estate market
• Strategies for finding tenants and selecting industrial properties to invest in
• Tips to understand the complexities of industrial RE processes and transactions
• Valuable advice for new and aspiring real estate investors

Resources/Links Mentioned In This Episode

• Amazon.com
• MLS.com
• FedEx
• Metropolis by Ben Wilson | Kindle, Paperback, and Hardcover
• Endurance by Alfred Lansing | Kindle, Paperback, and Hardcover

About Chad Griffiths

Chad has been an industrial real estate broker since 2005 and an active property investor since 2014. As a global commercial real estate company member and a partner with his local firm, Chad has completed over 500 deals with clients ranging from small companies to large institutional owners. Chad has been a guest on more than 20 podcast shows and interviewed numerous times by national media. Chad holds both SIOR & CCIM designations and an MBA and is proud to have recently been named an Industrial Influencer by GlobeSt.com.

Connect with Chad

• Podcast: The Industrial Real Estate Podcast
• YouTube: The Industrial Real Estate Show
• X: @ChadGriffiths

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