The Wealth Vibe Show

Send us Fan Mail

In this episode of The Wealth Vibe Show, host Vinki Loomba is joined by Adi Soozin, a best-selling author and fifth-generation real estate investor with a rare, multi-generational perspective on building wealth through commercial real estate. Adi’s journey blends legacy, strategy, and real-world execution across evolving market cycles. In this conversation, Adi shares her approach to navigating real estate markets and how she’s built wealth while staying resilient across market shifts.

Key Takeaways:

• Adi explains how growing up in a real estate family shaped her perspective on wealth-building and how she unknowingly gained valuable insights early on.
• She reveals the pivotal moments in her life that led her from an aspiring architect to real estate investment.
• Adi emphasizes the importance of mindset when navigating uncertain markets and highlights how critical relationships are for long-term success.
• She discusses how to spot market opportunities amidst the chaos and what to consider when investing in real estate during challenging times.

Episode Timestamps:

00:00 - 01:10: Introduction to Adi Soozin and her background
01:10 - 03:33: Growing up in a real estate family and gaining valuable insights
03:33 - 07:50: Transitioning from architecture to real estate investment
07:50 - 11:31: Navigating challenges during the 2008 recession and early career decisions
11:31 - 13:21: The role of trust and relationships in real estate investing
13:21 - 17:19: How Adi views market cycles—opportunity or risk?
17:19 - 19:55: Mindset and its impact on investing in uncertain markets
19:55 - 23:29: Dealing with predatory investors and family office relationships
23:29 - 28:40: Tips for building authentic relationships in real estate
28:40 - 32:51: Understanding market shifts and the true value of deals during downturns

Exclusive Offer for Adi's Show:
Get a 30% discount on the Proven Path Course using the code LoombaCrew30!
https://www.molo9.com/proven-path/ref/1123/?campaign=Proven%20Path%20Course 

🎧 Subscribe & Tune In:
Follow The Wealth Vibe Show for more insights on wealth-building strategies, niche investments, and personal growth from the world of elite finance and family offices.

Support the show

Follow us @
https://twitter.com/loombainvest
https://www.instagram.com/loombainvest
https://www.facebook.com/Loombainvest
https://www.linkedin.com/in/vinkiloomba

#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Send us Fan Mail

Tune in to listen to the full podcast!

Support the show

Follow us @
https://twitter.com/loombainvest
https://www.instagram.com/loombainvest
https://www.facebook.com/Loombainvest
https://www.linkedin.com/in/vinkiloomba

#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Send us Fan Mail

In this episode of The Wealth Vibe Show, host Vinki Loomba is joined by Ian Drewe, a former corporate attorney and investment banker with over three decades of experience in structuring and raising capital for some of the largest real estate investment trusts and funds. Ian is now an expert in helping family offices and institutions identify well-structured, risk-mitigated investment opportunities. In this conversation, Ian shares valuable insights into the world of family offices and the investment strategies that drive their decision-making process.

Key Takeaways:

• Ian explains the major misconception that investors have about family offices and how they make decisions, particularly around ownership and risk in investment deals.
• He emphasizes the importance of structuring deals to ensure that family offices and institutions are compensated for taking on the majority of the risk.
• Ian shares his approach to understanding what family offices are truly looking for in investment opportunities, focusing on the protection of their capital.
• He provides advice on how to build and nurture long-term relationships with family offices, stressing the importance of trust and personal connections.

Episode Timestamps:

• 00:00 - 02:00: Introduction to Ian Drewe
• 02:00 - 07:00: The biggest misconception about family offices
• 07:00 - 12:00: What separates institutional-worthy deals from those that fail to get attention
• 12:00 - 18:00: How family offices structure deals to ensure risk mitigation
• 18:00 - 22:00: The importance of understanding assumptions in investment models
• 22:00 - 27:00: The journey of transitioning from a corporate attorney to a venture capitalist
• 27:00 - 31:00: How Ian built relationships with family offices and why persistence is key
• 31:00 - 35:00: Rapid-fire round with Ian Drewe
• 35:00 - 39:00: How to connect with Ian and learn more about his work at Avoka Capital.

🎧 Subscribe & Tune In:
Follow The Wealth Vibe Show for more insights on wealth-building strategies, niche investments, and personal growth from the world of elite finance and family offices.

Support the show

Follow us @
https://twitter.com/loombainvest
https://www.instagram.com/loombainvest
https://www.facebook.com/Loombainvest
https://www.linkedin.com/in/vinkiloomba

#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Send us Fan Mail

Tune in to listen to the full podcast!

Support the show

Follow us @
https://twitter.com/loombainvest
https://www.instagram.com/loombainvest
https://www.facebook.com/Loombainvest
https://www.linkedin.com/in/vinkiloomba

#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Send us Fan Mail

In this episode of The Wealth Vibe Show, host Vinki Loomba is joined by Mike Milligan, founder of Idea by Mike and One Oak Financial. Mike is a certified financial planner and accredited investment fiduciary with over 30 years of experience helping individuals and families design financial plans that align with their unique life goals. In this episode, Mike shares insights on why traditional financial plans often fail and how to create a plan that truly supports your life.

Key Takeaways:

• Mike explains the difference between a typical investment plan and a comprehensive financial plan, emphasizing that a financial plan should focus on more than just investments.
• He discusses how many people mistakenly treat investment plans as their complete financial strategy, failing to account for the holistic needs.
• Mike also highlights the importance of working with financial professionals who truly understand your goals and help you build a financial plan that serves your specific needs.
• He shares his perspective on the importance of education and understanding financial products, stressing that the fees associated with financial planning.

Episode Timestamps:

• 00:00 - 02:00: Introduction to Mike Milligan
• 02:00 - 07:00: Why many financial plans fail and how to build one that fits your unique life
• 07:00 - 12:00: The difference between an investment plan and a comprehensive financial plan
• 12:00 - 18:00: The importance of understanding why money is important to you before designing a financial plan
• 18:00 - 22:00: The role of vision and purpose in a financial plan
• 22:00 - 27:00: How to evaluate your current financial plan and make sure it aligns with your goals
• 27:00 - 31:00: Understanding fees in the financial planning industry and the importance of transparency
• 31:00 - 35:00: Rapid-fire round with Mike Milligan
• 35:00 - 39:00: How to connect with Mike and learn more about One Oak Financial

🎧 Subscribe & Tune In:
Follow The Wealth Vibe Show for more insights on wealth-building strategies, niche investments, and personal growth from the world of elite finance and family offices.

Support the show

Follow us @
https://twitter.com/loombainvest
https://www.instagram.com/loombainvest
https://www.facebook.com/Loombainvest
https://www.linkedin.com/in/vinkiloomba

#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Send us Fan Mail

Tune in to listen to the full podcast!

Support the show

Follow us @
https://twitter.com/loombainvest
https://www.instagram.com/loombainvest
https://www.facebook.com/Loombainvest
https://www.linkedin.com/in/vinkiloomba

#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Send us Fan Mail

In this episode of The Wealth Vibe Show, host Vinki Loomba welcomes Matthew Teifke, founder and CEO of TR3 Capital. Matthew leads investment strategy, acquisitions, and business development, with a deep passion for mentorship, leadership, and building businesses with integrity. He shares his experiences of overcoming setbacks, building valuable partnerships, and embracing a long-term mindset in real estate.

Key Takeaways:

• Matthew discusses the importance of finding the right partners in business and how past mistakes taught him the value of being clear on goals and values before entering partnerships.
• He emphasizes the necessity of forgiveness, both for yourself and others, and how it is a crucial aspect of building sustainable relationships and businesses.
• Matthew shares how his real estate business grew through trust and collaboration, especially with his mentor-mentee relationship with Jake Sisk, which resulted in significant real estate deals.
• He reflects on the humbling experiences of losing money, gaining resilience, and reshaping his perspective on success, emphasizing that true wealth comes from people, not just capital.

Episode Timestamps:

• 00:00 - 02:00: Introduction to Matthew Teifke
• 02:00 - 07:00: The internal shift required for successful partnerships and the value of clear goals
• 07:00 - 12:00: Matthew’s personal journey, overcoming setbacks, and the role of integrity in business
• 12:00 - 18:00: The importance of forgiving yourself and others in partnerships
• 18:00 - 22:00: How mentoring Jake Sisk accelerated growth and helped build valuable relationships
• 22:00 - 27:00: Resolving conflicts and friction in business partnerships
• 27:00 - 31:00: The power of long-term vision and collaboration over short-term goals
• 31:00 - 35:00: Rapid-fire round with Matthew Teifke
• 35:00 - 39:00: How to connect with Matthew and learn more about TR3 Capital

🎧 Subscribe & Tune In:
Follow The Wealth Vibe Show for more insights on wealth-building strategies, niche investments, and personal growth from the world of elite finance and family offices.

Support the show

Follow us @
https://twitter.com/loombainvest
https://www.instagram.com/loombainvest
https://www.facebook.com/Loombainvest
https://www.linkedin.com/in/vinkiloomba

#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Send us Fan Mail

Tune in to listen to the full podcast!

Support the show

Follow us @
https://twitter.com/loombainvest
https://www.instagram.com/loombainvest
https://www.facebook.com/Loombainvest
https://www.linkedin.com/in/vinkiloomba

#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Send us Fan Mail

In this episode of The Wealth Vibe Show, host Vinki Loomba welcomes Fleet Maull, a business strategist, founder of multiple mission-driven ventures, and creator of a high-impact MBA program designed for bootstrapped entrepreneurs looking to break through 6- to 8-figure bottlenecks. Fleet is also a globally respected meditation teacher with decades of training in Zen and Tibetan traditions and the creator of a neurosomatic mindfulness approach that blends contemplative practices with neuroscience.

Key Takeaways:

• Fleet shares how the real pressure of scaling a business, especially financial and high-stakes decisions, led him to realize that mindset alone is not enough for business growth. 
• He explains the importance of designing a business for sustainable wealth creation, focusing on how an entrepreneur must structure their company from the beginning to scale and create long-term freedom.
• The conversation highlights the critical role of self-regulation and neurosomatic mindfulness in building the resilience necessary to navigate the challenges of entrepreneurship.
• Fleet emphasizes that leadership, not managing, is the true role of a CEO. He shares how an entrepreneur can move from being an operator to becoming a leader who inspires, coaches, and creates a compelling vision for the future.

Episode Timestamps:

• 00:00 - 02:00: Introduction to Fleet Maull
• 02:00 - 07:00: The challenges of scaling a business and why mindset alone isn't enough
• 07:00 - 12:00: Designing a business for long-term wealth and freedom
• 12:00 - 18:00: The role of self-regulation and neurosomatic mindfulness in entrepreneurship
• 18:00 - 22:00: How to shift from being an operator to a leader and CEO
• 22:00 - 27:00: The importance of radical responsibility in leadership and business
• 27:00 - 31:00: Final thoughts on mindset, resilience, and the role of a CEO
• 31:00 - 35:00: Rapid-fire round with Fleet Maull
• 35:00 - 39:00: How to connect with Fleet and learn more about his upcoming programs 

🎧 Subscribe & Tune In:
Follow The Wealth Vibe Show for more insights on wealth-building strategies, niche investments, and personal growth from the world of elite finance and family offices.

Support the show

Follow us @
https://twitter.com/loombainvest
https://www.instagram.com/loombainvest
https://www.facebook.com/Loombainvest
https://www.linkedin.com/in/vinkiloomba

#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting

Send us Fan Mail

Tune in to listen to the full podcast!

Support the show

Follow us @
https://twitter.com/loombainvest
https://www.instagram.com/loombainvest
https://www.facebook.com/Loombainvest
https://www.linkedin.com/in/vinkiloomba

#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting