Think Outside The Stocks

Ready to listen to a riveting episode where we catch up with George Salas from Empress Capital, who climbed his way up from humble beginnings as a bartender in Peru to an accomplished investor in the short-term rental market in the US? As an immigrant and now a mentor to many, George brings the heat with anecdotes from his journey and his unique five-step strategy for passive investors to thrive in the short-term rental market. The conversation doesn’t stop at George’s journey. Still, it delves into his unique take on the dynamics of traditional versus short-term rentals, the impact of the pandemic on his portfolio, and the importance of data analysis in selecting winning properties. George's stories are a poignant reminder of the importance of work-life balance and making the most of every moment. Stay tuned to uncover the untold stories and strategies you'll need to build generational wealth.

George Salas empowers investors and young entrepreneurs to achieve their real estate goals, He got into Real Estate to change his life, achieve financial freedom, and empower others to do the same. What he loves most about what he does is seeing the relief that his clients experience when they close on a high-equity deal. When he is not working, he loves to play soccer, spend time with his family, and travel back to his home country, Peru.

Connect with George at https://georgesalas360.com/

Show notes:
(3:00) 3 Fun Facts
(5:08) George’s journey
(18:35) Short-term rental strategy and lessons learned
(22:40) Property screening and analysis strategy [Two Step Approach]
(30:05) Risk management and strategies in rental investing
(34:50) How George think outside the stock? 
(40:13) Rapid fire questions
(44:49) Outro

Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly,  please do your own thorough partner and investment due diligence.

To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner  Circle for FREE

Access FREE  investor education, and join our community in the members-only area.

To start your journey, download Active Cashflow with Passive Real Estate Investments.

Read the full description at https://thinkoutsidethestocks.com/podcast

CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG 

Disclaimer: This podcast is for education and information purposes only,  not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

Can you envision the path of an individual whose life journey includes piled-up hospital bills because of a brain tumor and multiple surgeries, transitioning into the real estate industry from the hospital bed, experiencing foreclosure twice, being homeless due to auction and ultimately building a massive real estate portfolio out of sheer necessity, only to lose that $77 million portfolio at the pinnacle of their investing career?

Indeed, this is the remarkable journey of a single individual, not multiple individuals. Our guest today will share how they have triumphed over these challenges and established a system of Compassionate Capital to rescue others facing financial hardships and the prospect of losing their homes.

In this episode, I am joined by the founder of Compassionate Capital, John Laine. John is here to share his inspiring journey of resilience, compassion, and success in real estate investing. From selling shoes to navigating the tumultuous market to the tune of a multi-million portfolio, John's story is a testament to turning adversity into a powerful mission to help others. Listen in, be inspired, and learn to overcome adversity and build a legacy of compassion and resilience.

Connect with John:
https://www.linkedin.com/in/john-laine-ratracerescue/
[email protected]


Show notes:
(2:41) 3 interesting facts about John
(9:51) Overcoming Financial Hardships
(12:20) Diving deeper into the Compassionate Capital program
(16:06) Entrepreneurship, Mental Health, and Financial Losses
(24:01) Home Ownership and Adaptive Reuse
(27:26) Where to find more of John
(28:40) Outside the Stocks: Teaching Entrepreneurship and the importance of diversification 
(32:32) Rapid Fire
(38:54) Outro

Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly,  please do your own thorough partner and investment due diligence.

To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner  Circle for FREE

Access FREE  investor education, and join our community in the members-only area.

To start your journey, download Active Cashflow with Passive Real Estate Investments.

Read the full description at https://thinkoutsidethestocks.com/podcast

CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG 

Disclaimer: This podcast is for education and information purposes only,  not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

Have you ever considered venturing into the often-overlooked yet surprisingly lucrative world of mobile home park investing? In this episode, I am joined by industry expert, coach, mentor to thousands, Frank Rolfe. He reveals the unique advantages of this niche market, like the scarcity and competitive moat of mobile home parks, making them a desirable investment option. We discuss the potential impact of economic fluctuations, high-interest rates, and changing financing options on this industry and even with these challenges, how this could be a still viable option. Join us as we delve into the realm of alternative investing to talk about “Mobile Home Parks” a surprisingly lucrative option to invest and the of diversifying your portfolio.

Frank Rolfe has been an investor in mobile home parks for almost two decades, owning and operating hundreds of mobile home parks during that time. He is currently ranked, with his partner Dave Reynolds, as the 5th largest mobile home park owner in the U.S., with over 250 communities spread out over 25 states. But it all began with one mobile home park, Glenhaven, in Dallas, Texas. With his success with Glenhaven, Frank continued to buy more mobile home parks, focusing on parks that had good locations but were terribly managed.

Connect with Frank:
Web: https://mhu.com/

Show notes:
[9:45] Affordable mobile home parks with low turnover 
[19:56] What to look for as a potential mobile home park investor?
[27:12] Mobile home sector challenges and uncertainties
[38:55] Rent control–the real issue
[42:39] The future of mobile home industry
[47:15] How Frank thinks outside the stock?
[55:27] Rapid fire
[62:44] How to get in touch with Frank
[64:17] Outro

Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly,  please do your own thorough partner and investment due diligence.

To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner  Circle for FREE

Access FREE  investor education, and join our community in the members-only area.

To start your journey, download Active Cashflow with Passive Real Estate Investments.

Read the full description at https://thinkoutsidethestocks.com/podcast

CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG 

Disclaimer: This podcast is for education and information purposes only,  not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

Have you ever wondered how the fluctuating relationship between gold and the US dollar could be your cue to make a lucrative investment in precious metals? In today’s episode, I am joined by Greg Allen. We talk about the cyclical nature of the gold market and gold’s role as a long-term hedge against inflation.

Listen to the episode to learn why Greg thinks there is a better way to buy gold than buying coins.
What precious metal may be a better option to buy than Gold?
How can you purchase gold directly in your retirement accounts?
Make sure you tune in before you start investing in precious metals.

Greg Established Allenhouse Metals in Florida in 2017. He has steadily developed the company into a full-service precious metals firm. Allenhouse Metals specializes in the purchase, sale, and storage of physical gold, silver, platinum, and palladium as a registered dealer of Dillon Gage— the authorized purchaser for the United States Mint and many other government mints around the world.

Connect with Greg:
Email: [email protected]
Web: https://allenhousemetals.com/

Webinar: This Diwali: Think Outside The GOLD Coins
Learn an alternate way to invest in gold, even within your retirement account.
Surprising metal that may be a better choice than Gold!
When: Tuesday 7th Nov at 6PM CST
Register: https://bit.ly/passive_power_hour

Special Diwali Gift: Get a special discount as a Think Outside The Stocks listener
Send "Think Gold" as a subject line to Greg - [email protected] and receive a special discount.

Show notes:
[2:34] Fun facts about Greg
[5:00] How he got into the gold investment
[15:00] How does gold behave in the market cycle? 
[20:45] Gold value and inflation
[26:06] Is this the right time to buy or sell gold?
[28:45] Let’s dive deeper into the gold-to-silver ratio and what other precious metals are suitable to invest
[33:10] The precious metal ranking
[43:43] Which one to buy: bar, rounds, or coins?
[49:35] How does Greg think outside the stocks?
[51:04] Rapid fire
[54:37] How to connect with Greg?
[56:12] Outro 

Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly,  please do your own thorough partner and investment due diligence.

To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner  Circle for FREE

Access FREE  investor education, and join our community in the members-only area.

To start your journey, download Active Cashflow with Passive Real Estate Investments.

Read the full description at https://thinkoutsidethestocks.com/podcast

CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG 

Disclaimer: This podcast is for education and information purposes only,  not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

Nerd Alert! Be ready to take notes!

This episode, Rob Beardsley, from Lone Star Capital, is going to give you so much wisdom about how loans are structured in syndicated real estate investments: who gets paid first when you, as a passive investor, get paid? Also, learn what the fees are and how partnership splits work for passive investors.

Start learning the numbers behind Syndicated Real Estate so you can ask the right questions to the syndicated team and do your due diligence. Syndicated real estate is just not about using leverage of loans from lenders but leveraging sponsor expertise, too.

Learn how to thrive amidst the tumultuous waves of the real estate market with our expert, Rob. With his rich experience in underwriting and capital structure, Rob throws light on key strategies like retaining capital, long-term property holding, and leveraging fixed-rate debt for maximum protection during downturns. Let's dissect the potential impacts on cap rates and net operating income in multifamily syndicated real estate.

Who is Rob?
Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $350M of multifamily properties. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions. He has written over 50 articles about underwriting, deal structures, and capital markets and hosts the Capital Spotlight podcast, which is focused on interviewing institutional investors.

How to connect with Rob:
Website: https://lscre.com/
LinkedIn: https://www.linkedin.com/in/rob-beardsley/

Show notes:
[2:03] Three facts about Rob
[3:09] What should we focus on in the current environment or market
[6:57] Why multifamily is a good place to invest
[13:03] Let’s talk about value-add
[16:27] The fixed-rate cap
[20:38] Capital stock and where are you positioned?
[23:03] Mezzanine debt
[25:08] How does Rob and his company get paid?
[28:57] Acquisition fees—what to look for
[29:56] What is a waterfall structure?
[34:22] Dealing with multi-class deal structure
[37:44] Different types of investors
[40:09] 3 advises: what passive advisors should focus on
[43:52] Final tips
[44:04] Rapid fire
[45:33] Outro

Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly,  please do your own thorough partner and investment due diligence.

To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner  Circle for FREE

Access FREE  investor education, and join our community in the members-only area.

To start your journey, download Active Cashflow with Passive Real Estate Investments.

Read the full description at https://thinkoutsidethestocks.com/podcast

CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG 

Disclaimer: This podcast is for education and information purposes only,  not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

Here's to you and our 25th episode!

We are sharing great news with you in this episode and appreciate your support so far.
In this look back and look ahead episode, we also answer some commonly asked questions.
 
So far, together, we’ve talked about the financial structure and real estate industry, from examining the pitfalls of 401Ks and savings institutions to discovering the potential of infinite banking strategies and commercial real estate investments. We've been privileged to host distinguished guests, including top-selling authors and fierce women leaders in the industry, and have been inspired by stories of people transforming their debt nightmares into successful rental portfolios.

Join me in this milestone episode, where we elaborate on Think Outside the Stock’s two-fold approach that you can benefit from. Also, get to know what’s coming for you in future episodes. Again, my immense gratitude to each and every one of you!

Join us LIVE with our Passive Power Hour: Learn, Connect and Grow Together with Think Outside The Stocks - http://bit.ly/passive_power_hour

Show notes:
[1:37] Celebrating podcast success and future plans
[3:26] Let’s take a quick trip down the first 24 episodes
[7:56] Who can implement the infinite banking strategy?
[12:07] How can we help with the commercial real estate strategy?
[13:25] Think Outside The Stocks pillars
[15:37] Fund Model: blended performance
[20:33] The AND asset
[23:51] LIVE Education: Passive Power Hour
[26:13] Outro

Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly,  please do your own thorough partner and investment due diligence.

To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner  Circle for FREE

Access FREE  investor education, and join our community in the members-only area.

To start your journey, download Active Cashflow with Passive Real Estate Investments.

Read the full description at https://thinkoutsidethestocks.com/podcast

CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG 

Disclaimer: This podcast is for education and information purposes only,  not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

Are you ready to challenge your financial mindset and explore successful investment strategies outside of the stock market? Meet our guest, Caleb - a young real estate prodigy who started his journey at just 18 and built an impressive $9 million portfolio before his 25th birthday. His unique experience includes house hacking, dealing with a fascinating tenant base, and navigating the impact of the stock market crash on his family. This conversation delves into his multi-family real estate strategy and the scalability of his investments. Caleb also shares invaluable lessons on relationship building, mentorship, and the significance of diversifying and protecting wealth. Tune in for an insightful journey that will challenge your understanding of wealth and inspire you to think outside of the stocks.

Caleb's entrepreneurial journey began at the young age of 18, and he has since built an impressive portfolio of assets under management. His ventures include overseeing 30 units in Albuquerque, New Mexico, since June 2022, as well as managing 16 units in Oklahoma City, Oklahoma, starting in February 2022. In addition, he has taken charge of 40 units in Las Cruces, New Mexico, since July 2022. Caleb also holds fractional partnership interests in multifamily and retail properties, including 176 units in Casa Grande, Arizona, since October 2021, and a 12,000-square-foot retail space in the same location since December 2021. In 2022, he founded Red Sea Capital and, in the preceding year, joined NK Development Group, where his expertise in capital and acquisitions helped the company grow to over 450 units in just two years. Caleb's overarching mission is to be a faith-based professional who is dedicated to serving investors and nurturing meaningful relationships within the industry.

Learn more:
Web: https://redseacapitalgroup.com/
LinkedIn: https://www.linkedin.com/in/caleb-johnson-7b7300205/
From Trial to Triumph podcast: https://apple.co/4885xvw

Show notes:

[2:27]  Three fun facts about Caleb Johnson
[6:37] How Caleb started in real estate
[9:06] The house hacking strategy
[14:08] Caleb and his multi-family investment journey
[18;26] Caleb's biggest learning
[20:35] How Caleb thinks outside the stock
[23:02] How to connect with Caleb
[24:13] Rapid fire
[28:26] Outro

Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly,  please do your own thorough partner and investment due diligence.

To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner  Circle for FREE

Access FREE  investor education, and join our community in the members-only area.

To start your journey, download Active Cashflow with Passive Real Estate Investments.

Read the full description at https://thinkoutsidethestocks.com/podcast

CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG 

Disclaimer: This podcast is for education and information purposes only,  not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

Are you ready to get inspired and motivated to build wealth, be successful and live with purpose? In this episode, we sit down with Chad Sutton, a former NASA engineer who swapped his corporate ladder for a pursuit of financial freedom. From the high-pressure environment of General Electric to becoming the youngest financial-free team member of Quattro Capital, Chad takes us through his extraordinary journey, revealing the strategies he employed to balance a demanding corporate career with real estate investments. Tune in for an inspiring conversation that promises valuable insights on wealth-building and financial freedom. This isn't just a story about financial success; it's a story about purpose, philanthropy, and making a difference.

Chad Sutton is a real estate investor, business leader and entrepreneur with a proven background in mechanical design engineering, property rehabilitation, variable cost productivity and product management as a science. Known for creative thinking, adaptability, cross-functional team leadership, interpersonal skills, and a commitment to professional excellence.

Learn more about Chad and Quattro Capital:
Web: https://www.thequattroway.com/
LinkedIn: https://www.linkedin.com/in/chadhsutton/
More ways to connect here: http://chadsutton.info/

Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly,  please do your own thorough partner and investment due diligence.

To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner  Circle for FREE

Access FREE  investor education, and join our community in the members-only area.

To start your journey, download Active Cashflow with Passive Real Estate Investments.

Read the full description at https://thinkoutsidethestocks.com/podcast

CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG 

Disclaimer: This podcast is for education and information purposes only,  not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

In this episode, we have a special guest, fondly known as First Lady of Lending, Julie Anne Peterson, the Senior Director of Old Capital, will share invaluable insights about real estate lending. Whether you're a seasoned syndicator or a first-time passive investor, learn what you should know about the loan on commercial real estate properties like multifamily. Learn what lenders look for so you can ask the right questions. 

By the end of this episode, you will have a comprehensive understanding of commercial real estate lending, how it works, and the essential factors lenders consider before providing a loan. Julie Anne’s expertise will help you understand and navigate the current market situation from lending terms and help you understand whether multifamily is still the right asset class to invest in. Tune in to learn directly from Julie Anne.

Who is Julie Anne?
Julie Peterson serves as a Senior Director for Old Capital. She is responsible for raising both debt and equity capital for commercial real estate projects throughout the nation. With 30 years of real estate transaction experience, Julie does not just source funds; she consults with her clients to help solve their immediate needs. She works with all types of income-producing real estate and at all levels of the “capital stack.”  Her clients are real estate entrepreneurs who depend on the many relationships they establish, and the relationship with their capital provider is no different. Transaction volume translates into knowledge. With knowledge comes certainty. Old Capital consistently ranks as one of the top-producing financial intermediaries in the nation, so your transaction benefits from the experience gained only through closing a substantial number of complex assignments. She allows you to leverage her knowledge into your business plan, along with providing a high degree of closing certainty. Her only objective is to secure the best possible financing solution at the lowest cost of capital.

Julie is the ‘lender of choice’ to many new real estate entrepreneurs. She has a passion for your success!

Learn more about Julie:
Old Capital Conference: https://www.oldcapitalconference.com/
Website: https://oldcapitallending.com/
LinkedIn: https://www.linkedin.com/in/julie-anne-peterson-51a6603/
IG: https://www.instagram.com/julieannepetersonoldcapital/?hl=en
FB: ​​https://www.facebook.com/JPetersonOldCapitallending/
Join Julie: https://www.dancinginvestments.com/

Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly,  please do your own thorough partner and investment due diligence.

To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner  Circle for FREE

Access FREE  investor education, and join our community in the members-only area.

To start your journey, download Active Cashflow with Passive Real Estate Investments.

Read the full description at https://thinkoutsidethestocks.com/podcast

CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG 

Disclaimer: This podcast is for education and information purposes only,  not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

How does cultivating the right mindset impact financial management and long-term success, and what insights can we gain from esteemed guest Trevor McGregor, a globally renowned success coach, as we explore topics such as imposter syndrome, relationship with money, overcoming setbacks, and more on this transformative journey?

Who is Coach Trevor?
Trevor McGregor is a globally renowned business success coach who is responsible for advising and mentoring Fortune 500 executives and household names such as The Tony Robbins Group and Joe Fairless.

For 25 years, Trevor has helped entrepreneurs, business owners, and professionals shift from feeling worried, frustrated, and overwhelmed to growing their confidence and achieving phenomenal levels of success.

Trevor works with some of the world’s top real estate investors, leaders, and even high-profile celebrities. One client, in particular, personally acquired more than $300 Million dollars in real estate assets in less than 4 years under Trevor McGregor’s guidance.

Learn more about Coach Trevor:
Website: https://www.trevormcgregor.com/
Listen to his private podcast: https://www.trevormcgregor.com/podcast

Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly,  please do your own thorough partner and investment due diligence.

To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner  Circle for FREE

Access FREE  investor education, and join our community in the members-only area.

To start your journey, download Active Cashflow with Passive Real Estate Investments.

Read the full description at https://thinkoutsidethestocks.com/podcast

CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG 

Disclaimer: This podcast is for education and information purposes only,  not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.