The Wealth Flow

The Wealth Flow

By Keith BorieBusinessInvesting
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The Wealth Flow episodes

  • EP175: How to Scale Your Rental Property Without Hiring a Manager - Jessie Lang

    What happens when a Craigslist roommate, a $92K condo, and a world tour collide? Jessie Lang shares how a breakup and a bold decision led her to real estate, eventually scaling to over 70 self-managed rentals in Columbus, Ohio, from DIY cold calls to mastering the BRRRR method. Watch the episode now and discover how Jessie scaled smart with systems, not stress.

    Key Takeaways To Listen For

    • How three rentals and a bold leap funded a year-long, bill-free world tour
    • The moment she stopped juggling strategies and went all-in on BRRRR
    • Why DSCR loans became her secret weapon for scaling without W-2 income
    • A tech + team combo that lets her self-manage 70+ doors without chaos
    • What her mastermind "Rentals Made Easy" can do that investors need

    Resources/Links Mentioned In This Episode

    • Buildium
    • TenantCloud
    • Avail
    • Die With Zero by Bill Perkins | Kindle, Hardcover, and Paperback
    • Rentals Made Easy by Jessie Lang | Kindle and Paperback

    Ready to build wealth through rentals without the chaos? Join the Rentals-Made-Easy Mastermind and learn the exact systems to scale your portfolio and simplify management. Just click the link and fast-track your path to early retirement. https://www.unlockedrentals.com/rmem297-2997

    About Jessie LangJessie Lang became an "accidental landlord" in 2013 and has since built a $10M+ rental portfolio using the BRRRR method, acquiring over 70 properties since 2021. She's helped 100+ investors buy their first few rentals, with her students now owning hundreds of doors worth tens of millions. A frequent podcast guest and live speaker, Jessie also runs the Central Ohio Investor Network meetup. When she's not coaching or managing properties, she's traveling with her wife Laura, spoiling their five pets, or tackling hands-on DIY projects.

    Connect with Jessie

    • Website: UnlockedRentals.com
    • LinkedIn: Jessie Lang
    • Instagram: @jessielangofficial
    • Facebook:Jessie Lang
    • YouTube: Unlocked

    Connect With UsIf 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
  • EP174: How to Build Wealth Without Trading Time for Money - George Roberts III

    Breaking free from a comfortable career isn't easy, but it's the first step toward building real freedom. George Roberts III shares how he left the lab behind, mastered real estate syndication, and now empowers others to create wealth that lasts. If you're ready to sharpen your real estate edge, this one's a must-listen.

    Key Takeaways To Listen For

    • Why George left academia for multifamily wealth-building
    • Lessons learned from capital raising, syndications, and partnerships
    • What most people misunderstand about economic cycles
    • George's philosophy on diversification: real estate, lending, and operating businesses
    • Behind the scenes of investing in drug rehab facilities as a business and mission|

    Resources/Links Mentioned In This Episode

    • Main Street Millionaire by Codie Sanchez | Kindle, Hardcover, and Paperback

    About George Roberts IIIGeorge Roberts III is the founder of Walnut Grove Homes, a high-end residential construction firm in Troy, Michigan that achieved seven-figure revenue in 2021. He is also a principal at Horizon Multifamily, a firm that sponsors value-add multifamily opportunities across the Southeast for accredited passive investors. As a multifamily operator, George is a General Partner on a 34-unit property near Knoxville, TN, a co-GP on a 104-unit deal in Louisville, KY, and part of a joint venture on a 14-unit apartment in Orlando, FL. He's also a passive investor in 468 multifamily units nationwide. Before transitioning full-time into commercial real estate, George built a successful career as an award-winning data scientist and bioscientist, with over 700 citations in genomics, microbiology, and physiology.

    Connect with George

    • Website: Roberts-Capital-Enterprises
    • Podcasts: Passionate Living Through Passive Investing | Spotify
    • Youtube: The Foundery - Where Leaders are Forged Daily!
    • LinkedIn: George Roberts III, Ph.D.

    Connect With UsIf 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
    54 min
  • EP173: Lessons From $330M in Multifamily Deals With Dustin Miles

    Wondering how to grow a resilient multifamily real estate portfolio while minimizing risk? In this episode, Dustin Miles reveals how he evolved from flipping houses to leading multifamily syndications, why strategic location and healthy cash reserves are critical, and the key lessons he's learned managing thousands of units. Whether you're just getting started or looking to scale, this conversation delivers actionable insights from a seasoned expert.

    Key Takeaways To Listen For

    • The power of starting small and patient in multifamily investing
    • Early mistakes that taught Dustin the power of pivoting
    • Franchising principles you can apply to multifamily operations
    • What to look for in location, property age, and unit count
    • Current market dynamics and where the best opportunities are today

    Resources/Links Mentioned In This Episode

    • Cancer Care Services
    • University of Texas at Austin
    • Lifestyles Unlimited
    • Rockstar Capital
    • Asset Living
    • RealPage
    • Community Crime Map
    • Atomic Habits by James Clear | Kindle, Hardcover, and Perfect Paperback
    • Courage Is Calling by Ryan Holiday | Kindle, Hardcover, and Paperback

    About Dustin Miles

    Dustin is the Principal and Managing Partner at Momentum Multifamily, a real estate investment firm focused on acquiring and operating high-performing multifamily assets. With over 15 years of industry experience, he has consistently identified and executed value-driven opportunities that deliver strong returns. Under his leadership, Momentum has acquired more than 1,550 units with a total capitalization of approximately $241 million. Before co-founding Momentum, Dustin independently acquired over 1,400 units totaling approximately $96 million. Over the course of his career, he has successfully exited around 1,000 units with an average IRR exceeding 30% and a 2.3x equity multiple. At Momentum, Dustin leads the firm's strategic vision, acquisitions, and asset management initiatives.

    Connect with Dustin

    • Website: Momentum Multifamily
    • LinkedIn: Dustin Miles
    • Instagram: @dustin.miles
    • Meetup: MOMENTUM - Multifamily Investor Group

    Connect With UsIf 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
  • EP172: What Canadian LPs Need to Know for Successful Investment in U.S. Real Estate - August Biniaz

    August Biniaz reveals how he turned a local construction hustle into a $200M+ U.S. real estate empire. Learn how CPI Capital cracked the syndication code for Canadian investors and why build-to-rent is their next big bet. Hit play to discover how global wealth gets built one smart deal at a time.

    Key Takeaways To Listen For

    • The legal and tax moves behind CPI's syndication model
    • CPI's system for scaling capital without in-person meetings
    • Why skipping brokers gave CPI a competitive edge
    • How August built credibility through education and thought leadership
    • What institutional capital is looking for in a syndicator

    Resources/Links Mentioned In This Episode

    • [WEBINAR] 2025 Market Pulse Check
    • Sapiens by Yuval Noah Harari | Kindle, Hardcover, and Paperback
    • Traction by Gabriel Weinberg and Justin Mares | Kindle, Hardcover, and Paperback
    • Who Not How by Dan Sullivan & Benjamin Hardy | Kindle, Hardcover and Paperback

    Real Estate Weekly by CPI Capital: Real insights. Real news. Real returns. Get expert strategies and market updates that help you invest smarter. Subscribe now: https://www.linkedin.com/newsletters/real-estate-weekly-6871644418051600384/

    About August BiniazAugust is the Chief Investment Officer and Co-Founder of CPI Capital, where he leads investment strategy, acquisitions, and asset management. He drives the firm's mission to preserve and grow investor capital through disciplined real estate investing. August also spearheads business development, cultivating relationships with institutional investors and expanding CPI's capital base.

    With over 15 years in real estate, August began as a successful agent in British Columbia, later launching White Rhino Developments to build custom and spec homes. His entrepreneurial drive and deep market insight led him to co-found CPI Capital, through which he has closed over $225 million in multifamily assets.

    Connect with August

    • Website: CPI Capital
    • Podcast: Real Estate Investing Demystified | Apple Podcasts and Spotify
    • YouTube: Real Estate Investing Demystified
    • LinkedIn: August Biniaz

    Connect With UsIf 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
  • EP171: Protect Your Capital and Stack Wealth the Right Way - Ryan Stieg

    Ryan Stieg shares how Rich Dad Poor Dad sparked his journey into passive investing, leading to a powerful LP portfolio and the rise of LeftField Investors. Discover how they're scaling investor education with BiggerPockets. So, start your own journey to financial freedom with this episode.

    Key Takeaways To Listen For

    • Rookie mistakes you won't see in the pitch deck
    • 3 overlooked metrics that expose what's going on in a deal
    • Why smart LPs stay hands-off and hyper-aware
    • What pushed Ryan to ditch active investing for syndications
    • How community reduces risk and accelerates results

    Resources/Links Mentioned In This Episode

    • BiggerPockets
    • Tribevest
    • Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle, Paperback, and Mass Market Paperback
    • The Hands-Off Investor by Brian Burke | Kindle and Paperback

    Invest Smarter with PassivePockets. Get the tools serious investors use: in-depth education, exclusive forums, and vetted sponsor and deal directories. Start your 7-day FREE trial at https://passivepockets.com/.

    About Ryan StiegRyan started his career in mortgage lending before moving into the family insurance business, where he held roles in accounting, management, and eventually served five years as CEO, leading the company through its sale. Since 2021, he's focused on launching a franchise fitness studio and co-founding LeftField Investors, a community for alternative investment enthusiasts.

    Connect with Ryan

    • Website: Left Field Investors | InvestWise Collective
    • LinkedIn: Ryan Stieg

    Connect With UsIf 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
  • EP170: Syndication Lessons from a $50M Portfolio Builder - Geoff Stuhr

    Turning one duplex into a $50M real estate empire isn't luck, it's strategy, resilience, and relentless execution. Geoff Stuhr shares how he scaled Smart Asset Capital through grit, strategy, and smart partnerships. Tune in now and you'll hear lessons from his toughest syndications and how vertical integration became his unfair advantage.

    Key Takeaways To Listen For

    • How Geoff got hooked on real estate and what his grandma had to do with it
    • The origin story of Smart Asset Capital and its growth to $50M AUM
    • Lessons learned from the 89-unit apartment and how Geoff came out stronger
    • Why a diversified industrial fund beat deal-by-deal syndication
    • What his optimism and grit did to save his early deals from disaster

    Resources/Links Mentioned In This Episode

    • Ep. 03 - The 89 Unit Apartment Building From Hell (Our First Deal In Business)
    • BiggerPockets
    • Emerging Real Estate Markets by David Lindahl | Kindle and Hardcover
    • Multi-Family Millions by David Lindahl | Kindle and Hardcover
    • Hard Optimism by Price Pritchett | Kindle and Perfect Paperback

    Want to grow your wealth through real estate? Get the 5-step Limited Partner Checklist FREE at https://thewealthylp.com/.

    About Geoff StuhrGeoff Stuhr is a Co-Founder and serves as Managing Partner at Smart Asset Capital. He leads investor relations and capital raising functions while providing overall direction and leadership for real estate-related activities. With a corporate background focused on digital transformation at many Fortune 100 companies, Geoff brings a wealth of experience in leveraging technology for business growth and innovation.

    Connect with Geoff

    • Website: Smart Asset Capital
    • Podcast: Winning Wealth | Apple Podcasts and Spotify
    • YouTube: Winning Wealth
    • LinkedIn: Geoff Stuhr
    • Facebook: Geoff Stuhr
    • Instagram: @geoffstuhr
    • X: (@geoffstuhr)

    Connect With UsIf 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
    57 min
  • EP169: Building a Global Real Estate Portfolio from Thailand with Matthew Baltzell

    What happens when you leave LA for Thailand and raise $20M remotely? Matthew Baltzell shares how he built a 500+ unit portfolio, ran ultras, and used podcast guesting to raise capital, with no local meetups required. This episode is your blueprint for scaling your portfolio, regardless of your location. So, start listening!

    Key Takeaways To Listen For

    • How a virtual meetup from Thailand grew Matthew's real estate network fast
    • The power of digital marketing vs. traditional networking for raising capital
    • Key marketing mistakes and what investors should do to fix it
    • What a 100K jungle ultra taught Matthew about winning in business
    • Why building a strong brand helps investors trust you with their capital

    Resources/Links Mentioned In This Episode

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

    Master the art of guest podcasting and watch your portfolio scale. Download the step by step guide to raise your first million guest podcasting for FREE at https://myfirstmillionpodcasting.com/.

    About Matthew BaltzellAs an American expat, Matthew Baltzell moved to Thailand in 2016, launching a life-changing journey. Since then, he has built a real estate portfolio of over 700 units, spent four years in private equity, hosted a Top 400 Business Podcast, and launched a successful online business. Today, he helps real estate investors and entrepreneurs grow their businesses through audience-building, podcasting, and creative digital marketing strategies.

    Connect with Matthew

    • Website: Matthew Baltzell | CapXmedia
    • Podcast: Real Estate Journeys | Apple Podcasts
    • LinkedIn: Matthew Baltzell
    • Facebook: Matthew Baltzell
    • Instagram: @matthewbaltzell
    • X: @MatthewBaltzell

    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
  • EP168: How to Legally Cut Your Lifetime Tax Bill with Real Estate - Christopher J. Picciurro, CPA, MBA, PFS, ARA

    In this episode, Christopher J. Picciurro, CPA, MBA, PFS, ARA, returns to break down powerful, tax-saving strategies for real estate investors. From the basics of passive investing to advanced tax planning tools, he shares how to legally reduce your lifetime tax burden. If you're serious about building wealth, this is the playbook you need.

    Key Takeaways To Listen For

    • Cash Flow vs. Tax Flow: Why your paper loss can still be a financial win
    • Understanding depreciation, "gold diagnoses," and lifetime tax planning
    • How to use REP status and cost segregation for massive tax savings
    • Strategies to control capital gains when selling and when to use them
    • Income-shifting tactics using S corps, spousal payroll, Roth conversions, and health reimbursement hacks

    Resources/Links Mentioned In This Episode

    • Defeating Taxes

    About Christopher J. Picciurro, CPA, MBA, PFS, ARAChris Picciurro is a nationally recognized tax strategist specializing in real estate investing. A CPA, MBA, PFS, and ARA, Chris brings over two decades of experience helping investors and entrepreneurs legally and ethically reduce their lifetime tax burden. He's the founder of Teaching Tax Flow, co-founder of Integrated CPA Group, and a sought-after speaker for organizations like NATP, MICPA, and NARPM.

    Based in Franklin, TN, Chris is also a podcast co-host, former Intuit Tax Council member, and passionate educator dedicated to demystifying tax planning for investors and professionals alike. In his free time, he enjoys pickleball, travel, and family time.

    Connect with Chris

    • Website: Teaching Tax Flow | Chris Picciurro
    • Podcast: Teaching Tax Flow | Apple Podcasts and Spotify
    • LinkedIn: Christopher Picciurro, CPA, MBA, PFS, ARA
    • Facebook: Chris Picciurro
    • Facebook Group: Defeating Taxes
    • Instagram: @chrispicciurro

    Connect With UsIf 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
    1 min
  • EP167: The 5-Part Framework Behind a 7-Figure Portfolio - Spencer Hilligoss

    Would you walk away from a 13-year Silicon Valley career for passive income? Spencer Hilligoss did, and turned it into a 7-figure portfolio. In this episode, join in and learn why "boring" investments like self-storage and private credit outperform, and how his LP club helps others build real wealth without the hype.

    Key Takeaways To Listen For

    • What Spencer learned going from single-family homes to syndications
    • Framework for vetting deals and sponsors with confidence
    • How Madison Investing secures better terms for its members
    • Transparent take on recent exits, including the good, the bad, and the break-even
    • The deceptively simple question that can reshape your entire investing strategy

    Resources/Links Mentioned In This Episode

    • BiggerPockets
    • Essentialism by Greg McKeown | Kindle, Paperback, and Hardcover

    About Spencer HilligossSpencer Hilligoss is a seasoned former tech executive with more than 13 years of leadership experience, having built and scaled top-performing teams at five companies, three of which achieved unicorn status. Prior to co-founding Madison Investing, he led business and professional development at LendingHome, one of the largest private lenders in the U.S.

    As CEO of Madison Investing, Spencer guides the company's strategic direction, oversees investor relations, and spearheads business growth. He's also a hands-on investor and respected speaker, known for his insights on real estate and wealth-building strategies.

    Connect with Spencer

    • Website: Madison Investing
    • LinkedIn: Spencer Hilligoss
    • Facebook: Spencer Hilligoss

    Connect With UsIf 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
    47 min
  • EP166: Building a Multi-State Portfolio From $10K Investment - Matt Shepard

    From $10K to a real estate empire, this episode will blow your mind.

    Discover how Matt Shepherd turned a forgotten $10K IRA into a thriving, multi-state real estate portfolio. Starting with single-family homes in Colorado and scaling into multifamily across the Southeast, Matt shares the financing hacks, mindset shifts, and growth strategies that made it all possible. Listen now to learn how to spot opportunities, scale smart, and transform your financial future.

    Key Takeaways To Listen For

    • How a forgotten IRA became Matt's real estate launchpad
    • The BRRRR strategy Matt used years before it went viral
    • What sparked Matt's leap into multifamily capital raising
    • How Matt went from Aurora rentals to evaluating 150-unit deals
    • The bold moves Matt made to escape Denver's hot market and grow faster

    Resources/Links Mentioned In This Episode

    • Humble Beginnings by Matt Shepard | Kindle
    • Who Not How by Dan Sullivan | Kindle, Hardcover, and Paperback
    • Main Street Millionaire by Cody Sanchez | Kindle, Hardcover, and Paperback

    About Matt ShepardMatt is the founder of AMS Capital, a real estate investor, syndicator, and bestselling author of Humble Beginnings and The Time-Crunched Investor. After leaving a decade-long career in mental health, he turned a $10K IRA into a multi-state real estate portfolio. He helps purpose-driven entrepreneurs grow lasting wealth through passive multifamily investments and secured debt funds without sacrificing time, values, or family. Matt leads strategic syndications, offers precise, no-fluff investment guidance, and mentors investors looking to make their money work for them.

    Connect with Matt

    • Website: Ams Capital LLC
    • LinkedIn: Matt Shepard
    • Facebook: Matt Shepard
    • Instagram: @mattshepardreinvestor

    Connect With UsIf 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

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.