Think Outside The Stocks

Do you want to learn how to use Infinite banking as an AND asset for investing as well as a college education with a live example?

In this episode of Think Outside The Stocks, I want to share my personal journey and strategy for implementing real estate syndications, passive investments, and the Infinite Banking strategy. I've gone through a transformation from being a passive investor to actively incorporating these strategies into my financial structure.

When I first started my investment journey, I began with rental real estate. However, I faced some challenges and felt that there had to be a more passive investment option out there. That's when I decided to explore syndicated real estate. I stumbled upon the concept of Infinite banking, and I immediately saw the potential it had for creating a structured financial strategy. Initially, I was skeptical about the idea of using life insurance in this way. I evaluated and realized its merits before I implemented it. I believed in it so much that I made it my mission to educate others and help them implement it in a customizable way. 

Providing education first became a top priority for me, in this episode I continue the listener’s journey to illustrate how I have put Infinite Banking and Syndicated real estate strategies together to use in my family’s financial structure. I also explain how I harness the growth of expenses and use Infinite Banking for college education while investing the same dollar, a true AND asset. Instead of directly paying for my daughter's college tuition, 

I want to emphasize that my strategy is not investment advice. It's simply an example of how I personally implemented these concepts in my financial structure. I encourage all the listeners to consult with their own advisors to tailor these strategies to their own financial goals and circumstances. Each individual's situation is unique, and it's essential to make decisions that align with your specific needs and aspirations.

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 discuss the importance of financial planning and how it can help you take charge of your finances. With the cost of living increasing, Infinite Banking with whole life insurance can be a valuable tool to protect your finances. Our guest is Kim Butler, an Author, Speaker, Coach, and the Founder of Prosperity Thinkers and Co-Founder of the Prosperity Economics Movement. Kim shares her expertise on insurance products and how to choose the best one to safeguard your assets. By the end of this episode, you'll have a better understanding of financial planning and the role insurance can play in securing your financial future.

Who is Kim?
Founder of Prosperity Thinkers, LLC, Kim Butler, has shunned common financial products such as stocks, bonds, savings accounts, and CDs in favor of creative life insurance strategies outside of the typical financial planning “box.”

This money philosophy comes from the Prosperity Economics Movement, a non-profit organization co-founded by Butler, along with her husband, Todd Langford. The Prosperity Economics mission is to educate the public about “Wealth without Wall Street.”

Kim’s work in the life insurance industry has been recommended by financial thought leaders and authors such as Robert Kiyosaki (Rich Dad, Poor Dad), Tom Wheelwright (Tax-Free Wealth), Garrett Gunderson (Killing Sacred Cows, The Wealth Factory), Michael Isom (Vault AIS™), and more.

Kim hosts The Prosperity Podcast with the support of Spencer Shaw (PodKick). She has been interviewed by Kiyosaki, featured on “Let’s Get Down to Business,” has consulted with the Palm Beach Letters, and has been a guest on the popular Real Estate Guys radio show and many other podcasts and programs.

Kim is also the author of six financial books, including the Amazon best-sellers, Live Your Life Insurance and Busting the Life Insurance Lies, plus the highly-reviewed Busting the Retirement Lies.

Learn more about Kim:

• Website: https://prosperityeconomics.org/
• Get the game: https://prosperityeconomics.org/family-legacy-card-game/
• Grab a copy of her book, Perpetual Wealth

To get started with your own Infinite Banking system or to learn if this is a right fit for you, schedule a 15-minute discovery call with Madhavi - http://bit.ly/callthink

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.

From initial skepticism to financial security—join me as I explain my journey and why I was astonished by the Infinite Banking system. Infinite banking can lead to an unexpected twist in your wealth growth journey, a two degree change in your financial trajectory now, that may lead to a completely different flight path. Get ready for a surprising revelation that will leave you questioning everything you thought you knew about a 150+ year old financial instrument that has survived even great depression and that was used by the wealthy of this country for 7+ generations . Welcome to Part 2 of how to make your money work hard in your own bank.

In this episode, I delve deeper into the advantages of the Infinite banking system, an alternative savings strategy, for your LAZY money, solving the problem you probably didn't know you had...

As someone who is passionate about helping individuals build wealth, I believe that the Infinite banking system offers a unique opportunity to maximize savings growth while providing protection and flexibility for individuals. This system provides tax-free compounded growth, contributions without limit,  high liquidity and easy access, allowing individuals to access their money for expenses, investments, education and more.

Learn the Infinite Banking System, how it is structured properly in a nutshell, how to create the system, how to utilize it for different purposes most efficiently without interrupting the magic of compounding and what next steps for you to understand and implement it in your financial structure.

 I also share some historical evidence of individuals, such as Rockefellers, Walt Disney and JCPenney, who have utilized this system to their advantage in most trying times in their lives.  Overall, I encourage listeners to consider the Infinite banking system and utilize the available education to ensure full understanding and implementation to Grow, Preserve, Protect and Pass Generational Wealth.

There is a reason why NOW is the best time to take action, listen in and learn why I say that.

Wondering where to go from here? See if this is right fit strategy for you on a quick 15 minute call: bit.ly/callthink

Bonus Offer:  Book a FREE 60-minute Strategy session today to understand how this can be implemented in your custom scenario. bit.ly/infinitecall

Looking forward to getting to know you and understand how this can help changing your financial trajectory now and for generations to come.

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.

Infinite Banking  is an out-of-the-box strategy, that you may have never heard of or understood completely.

The goal of Infinite Banking is to use magic of compounding in your "savings" that are otherwise stagnant in a banking system.  Instead you can create your own banking system, as a source of liquidity and financing that is separate from traditional banks and financial institutions.

Unless we understand our problems, it's difficult to understand the solution.
In Part 1 of this segment,  I talk about the different problem areas when it comes to generational wealth. Is it growing or depleting? Is it truly safe and secure in the bank, or does it get easily affected by the banking system’s volatility and fluctuating interest rates? How about the tax leakages? Have you thought of exposure and asset protection? Are the limitations of contributions, access on tax-deferred qualified or educational plans helping you or harming you? Join me to ask yourself some thought provoking questions.

In the next episode, I will continue talking about how Infinite banking system can create a tax-smart vehicle, to harness uninterrupted compounding year after year, help you with your goals from investments, educational expense to retirement and finally pass generational wealth. 

Let's start building a solid foundation that has certainty Vs volatility.  Let's start thinking about growing, preserving,  protecting and passing generational wealth, while utilizing it during our lifetime, with Infinite Banking

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.

Multifamily is one of the most popular asset classes in commercial real estate. Apartments are said to be one of the easiest product types to understand without the complexities of long-term leases that can come with office, retail, and industrial properties. But what does the underwriting process look like, and how do you actually determine what a multifamily property is worth? In this episode, we talk all about multifamily underwriting with Author, Speaker, and Founder of Lone Star Capital, Rob Beardsley.

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/

Get Rob’s free underwriting model: https://lscre.com/model

Grab a copy of his book: https://amzn.to/43YSASR

Book recommendation: Getting More: How You Can Negotiate to Succeed in Work and Life by Stuart Diamond


Show notes:
[2:14] How did Rob get into real estate?
[3:36] What is underwriting?
[4:44] What financial report does he get in terms of underwriting?
[6:20] Their underwriting model
[8:12] What are the key assumptions on the debt side of the model?
[10:58] What are the three things one should look at in the debt structure?
[12:44] Waterfall structure
[15:34] Predicting expenses
[17:45] Forced appreciation
[19:21] Why is the cap rate important?
[21:29] Cap rate expansion and why it matters in the market
[25:37] What to focus on in conservative assumptions
[34:15] How many properties does he underwrite to find the perfect investment?
[35:00] How does Rob think outside the stocks?
[36:27] Rapid fire
[39:50] 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.

So far, with the Think Outside The Stocks podcast, you heard about how you can invest passively in Commercial Real Estate and set your cash flow on autopilot. But what really happens when the rubber meets the road? In this episode, we will talk about a Real Life Case Study with our strategic partner, Leslie Awasom, Director of Operations and Co-Founder of XSITE Capital Investment LLC.

As a Healthcare professional, Leslie also highlights that despite healthcare jobs being among the highest-paying occupations in the U.S., like any job there is, it doesn’t come with a guarantee that you won’t lose that job when another financial crisis hits and your hard earned money in volatile investments like the stock market can put your retirement at risk. 

We talk about passive investing for healthcare professionals with a real-life case study of our first deal together with our guest to discuss:

1. How we went through 300+ deals to find a needle in the haystack 
2. Why we liked this investment.
3. Our Business Plan 
4. What actually happened  (including FIRE!)
5. How passive investors stayed completely passive
6. Why did we exit in 19 months instead of 5 years? 
7. How did we hit it out of the park and also save on taxes for our investors?

Please note: past performance is not representative of future numbers. The projections and the returns are based on individual property, the market, and several other conditions. 

If you want to consider investing with guests on the show, please perform your own through partner and investment due diligence  

Who is Leslie?

Leslie is the Director of Operations and Co-founder of XSITE Capital Investment LLC.  He manages the company operations, market/data analysis, cash flow, and budget analysis. Leslie bought his first investment property in 2017 and transitioned to multifamily investing in 2019. 

Leslie is a also a trained Nurse Anesthetist. who lives in Hanover, Maryland. Leslie and the XSITE Capital team host a rapidly growing multifamily-focused meetup in Maryland, where they provide resources and add value to individuals interested in growing their wealth and changing their financial future.

How to connect with Leslie:

Website: https://xsitecapital.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.

Welcome to part 2 of this amazing episode with the Founder and CEO of Grocapitus Investments, Neal Bawa. In this episode, we talk about why multifamily is still a good investment despite the recession, what other asset classes can people invest in, how Neal thinks outside the stock, and so much more.

About Neal Bawa
Neal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $1 billion-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization.

The Mad Scientist lives by two mantras. His first mantra is that “We can only manage what we can measure.” His second mantra is that “Data beats gut feel by a million miles“. These mantras and a dozen other disruptive beliefs drive profit for his 900+ investors.

How to Connect with Neal:
Website: https://grocapitus.com/
LinkedIn: https://www.linkedin.com/in/neal-bawa/
Check out his course: https://www.udemy.com/course/realfocus/

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.

Most people are initially hesitant when starting to invest in the stock market, real estate, or just investing in general. A significant part of their concerns – also one of the most substantial obstacles for most investors – is the fear of financial loss. Today we speak with a mentor and the Founder and CEO of Grocapitus Investments, Neal Bawa, also known as the Mad Scientist of the syndication world.

Neal, with his unique perspective backed by data science, explains how investors can take a look at the problems like recession, high-interest rates, and inflation from a completely different perspective and ask themselves a question about how to approach investing in today’s challenging environment. With hope on the horizon, challenge your mindset with a conversation backed by data.

Neal talks about what he does, how he started in real estate, why he believes in real estate over the stock market, and how he found success all through the data he collects. He also shares his unique real estate data methodologies to connect with data-driven investors who share his vision.

About Neal Bawa
Neal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $1 billion-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization.

The Mad Scientist lives by two mantras. His first mantra is that “We can only manage what we can measure.” His second mantra is that “Data beats gut feel by a million miles“. These mantras and a dozen other disruptive beliefs drive profit for his 900+ investors.

How to Connect with Neal:
Website: https://grocapitus.com/
LinkedIn: https://www.linkedin.com/in/neal-bawa/
Check out his course: https://www.udemy.com/course/realfocus/

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.

What do you learn after investing in a real estate deal that almost costs you your company? It’s to make sure no one makes the same mistake you made. In this episode, we are joined by the Founder of Self Storage Investing, Scott Meyers

He talks about his journey in real estate and what made him get started in the self-storage business. He also shares his investing plans for 2023 and how he plans to educate more people about the ins and outs of investing in self-storage.

Who is Scott?
Scott Meyers is known as the Nation’s Leading Expert in the self-storage business. He has been the architect of dozens of extremely successful real estate transactions since he began his real estate career in 1993.

Over the past several years, he and his partners have purchased more than 25,000 units totaling more than 4 MILLION square feet of self-storage across the country. And in the Self Storage Academy, they will show you exactly how they did it!

Contact Scott:
Website: http://selfstorageinvesting.com/
LinkedIn: https://www.linkedin.com/company/self-storage-investing/
FB: https://www.facebook.com/selfstorageinvesting
IG: @self_storage_investing
YT: https://bit.ly/3UbbBgt
Twitter: @SelfStorageGuy


Show notes:
[3:20] How did Scott get started in self-storage?
[10:30] Why is America the storage nation?
[15:31] How many recessions has his self-storage business seen?
[20:00] Why is self-storage a good investment during a recession?
[24:05] Does he see himself going into the warehouse space?
[26:28] What is Scott’s growth plan in 2023?
[29:47] On the impact that he’s making
[33:43] How Scott thinks outside the stocks?
[36:38] Where to learn more about Scott?
[37:24] Rapid fire
[43:09] 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.

How do people start in real estate? Simple – just take action on your dreams to find financial freedom through your investments. Today we speak with the Founding Partner of Vive Funds, Veena Jetti.

Veena shares how she started in real estate and how it led her to start her own investment company. She also shares tips on how to start investing and what to look for to find a trustworthy sponsor.

Who is Veena?
Veena Jetti is the Founding Partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. She has over a decade of real estate experience, including overseeing the management of $1B+ in real estate assets. Her expertise includes driving corporate growth strategy, asset management, and business development derived from working for multiple Fortune 500 companies. Veena is also a Forbes Councils Member.

Her background includes acquisition, syndication, and growth strategy for multifamily assets. She is often a panelist and speaker at various global conferences and radio shows. Veena is also a founder and past board member of a national non-profit organization. In 2017, she spent a lot of her time and focus on aiding the victims of Hurricane Harvey through coordinating emergency dispatch and rescue calls.

Contact Veena:
Website: https://vivefunds.com/
LinkedIn: https://www.linkedin.com/in/veena-jetti/
FB: https://www.facebook.com/groups/482404780511836/
IG: https://www.instagram.com/veenajetti/


Show notes:
[3:55] On investors needing more control over their portfolio
[6:00] What’s Veena’s story?
[10:23] Why did she start mentoring?
[13:07] How does Veena think outside the stocks?
[15:24] What should investors look for in a sponsor?
[17:43] Where to learn more about Veena
[17:59] What is one powerful question that investors should ask?
[20:21] Rapid fire
[31:52] 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.