Think Outside The Stocks

Think Outside The Stocks

Download on the App Store

Think Outside The Stocks episodes

  • EP 11: From $130,000 In Debt To $60M Multifamily Assets: Tim Little's Inspiring Journey Part 2

    Welcome to part 2 of this amazing episode with Zana Investments’ CEO and founder, Tim Little. In this episode, we talk about about a nightmare tenant story and how he handled the situation to ensure everything didn’t go from bad to worse. We also dove deeper into the actual world of passive investment and syndication. You will also hear how Tim thinks outside the stock. So make sure you tune in.

    Who is Tim Little?
    Founder and Managing Partner Tim Little has invested in Real Estate since 2008. After seeing years of cash flow through his single-family and small multifamily ventures, he moved into apartment syndication to scale up his profits and provide excellent returns to others.

    Tim holds an MBA in International Business and an MA in Global Trade from the University of Denver. He is also a combat veteran with over 25 years in uniform who continues serving as Commander of a Public Affairs Battalion in the Army Reserves. His experience as a military leader serves him well in real estate investing, helping him effectively identify problems, develop solutions, and efficiently manage teams.

    Contact Tim:
    Web: https://www.zanainvestments.com/
    LinkedIn: https://www.linkedin.com/company/zana-investments/
    FB: https://www.facebook.com/RealZANAinvestments
    Twitter: https://twitter.com/Tim_at_ZANA
    YouTube: https://www.youtube.com/@zanainvestments/featured

    Free Resource: https://www.zanainvestments.com/cheatsheet

    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.

    31 min
  • EP 11: From $130,000 In Debt To $60M Multifamily Assets: Tim Little's Inspiring Journey Part 1

    How does one get back on his feet after incurring a student loan debt of $130,000? Is it even possible to turn something negative into positive? In today’s episode, we talk to the founder and CEO of Zana Investments, Tim Little. He shares his journey from having such a huge debt looming over his shoulder, getting into real estate, purchasing his first home, moving into syndication, and so much more. If you are in need of some inspiration, this is the episode for you.

    Who is Tim Little?
    Founder and Managing Partner Tim Little has invested in Real Estate since 2008. After seeing years of cash flow through his single-family and small multifamily ventures, he moved into apartment syndication to scale up his profits and provide excellent returns to others.

    Tim holds an MBA in International Business and an MA in Global Trade from the University of Denver. He is also a combat veteran with over 25 years in uniform who continues serving as Commander of a Public Affairs Battalion in the Army Reserves. His experience as a military leader serves him well in real estate investing, helping him effectively identify problems, develop solutions, and efficiently manage teams.

    Contact Tim:
    Web: https://www.zanainvestments.com/
    LinkedIn: https://www.linkedin.com/company/zana-investments/
    FB: https://www.facebook.com/RealZANAinvestments
    Twitter: https://twitter.com/Tim_at_ZANA
    YouTube: https://www.youtube.com/@zanainvestments/featured

    Free Resource: https://www.zanainvestments.com/cheatsheet

    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.

    29 min
  • EP 10: Women in Investing Movement: Just say YES! - with Catherine Bell

    So excited to release this episode on Women’s day, with one of the real estate world’s women powerhouse. In this episode, Madhavi converses with Catherine Bell about her journey into the real estate world, discusses the value of money and how it helps influence the world and talks about a woman's role and how she can fulfill herself in business.

    LEARN MORE ABOUT THE GUEST:
    Catherine has mentored thousands of people in North America. As a Radio Show Host, Founder, CEO, and Managing Director of a Real Estate Investment Hedge Fund, an owner of a Investment bank, a Buy & Hold investor, an AirBnB investor, a Fix & Flip investor, a Builder/Developer, a Mobile Home Park Investor, and a Private Money Lender she has successfully completed hundreds of investment deals with her “raving fans” (aka investors).
    She is best known as a coach who creates systems and structures that lead teams to more profitable outcomes by shortening timelines and adding commas to bank accounts.
    Catherine is the founder of the nonprofit Bell Community Empowerment Foundation. Her lifelong mission is to educate, empower and inspire families to adopt all children in the foster care system. She is the mother of two teenagers who were adopted from foster care and considers it the most rewarding aspect of her life.

    Connect with Catherine here:
    LinkedIn: https://www.linkedin.com/in/catherinebell-tig/
    https://www.titanimpactgroup.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.

    45 min
  • EP 9: De-globalization? Bringing back INDUSTRIAL to USA with Ben Fraser

    In episode 7, we discussed inflation and recession and the asset classes you could focus on. In today's episode, our guest Ben will share his perspectives on the current multi-family real estate market. Further to this insightful information, Ben provides us with information on how de-globalization phenomenon has skyrocketed Industrial sector demand, as well as energy sector's as an alternative to consider.
    In this episode Madhavi further discusses with Ben Fraser on how he Thinks Outside the Stocks and outside the bank and using Infinity Banking strategy as a quick liquidity for deals.


    LEARN MORE ABOUT THE GUEST:

    Ben Fraser is Managing Director  and Chief Investment Officer at Aspen Funds. He is also a co-host of the Invest Like a Billionaire™ podcast. Prior to Aspen, Mr. Fraser was a commercial lender at First Business Bank, specializing in government-backed loan originations (SBA & USDA), for one of the top SBA lenders in the nation. Prior to that, he was a commercial credit underwriter for Crossfirst Bank, personally responsible for underwriting over $125MM in C&I and CRE loans across a variety of industries. Prior to that, he worked for Tortoise Capital Advisors, a boutique asset management firm in energy infrastructure investments, and helped grow their institutional managed accounts from ~$3BN AUM to ~$7BN AUM. Ben was responsible for responding to all institutional RFPs from interested institutional investors.

    Ben completed his MBA from Azusa Pacific University, and his B.S. in Finance from the University of Kansas, graduating magna cum laude.

    He's also a co-host of Invest Like a Billionaire podcast 

    Connect with Ben here:

    LinkedIn: https://www.linkedin.com/in/benwfraser/

    Resource (Free Economic Report for your listeners) - https://aspenfunds.us/tots





    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.

    45 min
  • EP 8: But What Is The Process To Invest? Short Course 5

    After listening to or watching the first 4 short courses, we are hoping that you now have a better idea of how commercial real estate can bring active cash flow with passive real estate investments. In today’s episode, we are going to wrap it up and explain a sample investment opportunity to you, who can invest, and how to participate. We will also explain what it looks like behind the scenes for the syndication team, so busy professionals like you can stay not only passive but far removed in terms of liabilities.


    This short course will be combined in:
    EP 2: Why Should You ThinkOutsideTheStocks
    EP 3: Is Real Estate Right For You?
    EP 5: Can Rental Real Estate REALLY be PASSIVE?
    EP 6: How much Money do I need, To Invest In Multi-Million Worth Real Estate!
    EP 8: But What Is The Process To Invest?

    If you are a visual person and want to see the course in presentation mode, please access the FREE Membership of our growing educational library, at our website https://thinkoutsidethestocks.com/membership-cre/


    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.

    19 min
  • EP 7: Inflation: Friend or Foe? With Ben Fraser from Aspen Funds

    Inflation reached a decade high in 2022, and the feds jumped in to rescue the balance in our economy.

    As we begin 2023, high-interest rates, inflation, and fear of recession has created a trifecta. The fear has pushed savvy investors on the sidelines, and approximately Three Trillion US dollars are sitting in money market accounts.

    Are you Saving and holding your money out too?

    Some view inflation as a foe as it can erode the purchasing power of consumers and destabilize markets,  but is there a way it could turn into a friend?

    Let’s hear from Ben Fraser,  with a wealth of knowledge on economic megatrends as your host, Madhavi, engages in a lively and informative conversation with him that covers a range of topics related to inflation, such as the importance of following economic trends, how covid shaped the economy today, and what is the best asset class to invest in right now to get the most out of your investing dollar.

    Whether you are a seasoned investor or simply interested in learning more about economics, this episode is sure to provide a very simplified “outside the stocks” insights and perspectives on the topic of inflation and how you can be on the right side of this giant.

    LEARN MORE ABOUT THE GUEST:

    Ben Fraser is Managing Director  and Chief Investment Officer at Aspen Funds. He is also a co-host of the Invest Like a Billionaire™ podcast. Prior to Aspen, Mr. Fraser was a commercial lender at First Business Bank, specializing in government-backed loan originations (SBA & USDA), for one of the top SBA lenders in the nation. Prior to that, he was a commercial credit underwriter for Crossfirst Bank, personally responsible for underwriting over $125MM in C&I and CRE loans across a variety of industries. Prior to that, he worked for Tortoise Capital Advisors, a boutique asset management firm in energy infrastructure investments, and helped grow their institutional managed accounts from ~$3BN AUM to ~$7BN AUM. Ben was responsible for responding to all institutional RFPs from interested institutional investors.

    Ben completed his MBA from Azusa Pacific University, and his B.S. in Finance from the University of Kansas, graduating magna cum laude.



    Connect with Ben here:

    LinkedIn: https://www.linkedin.com/in/benwfraser/

    Resource (Free Economic Report for your listeners) - https://aspenfunds.us/tots

     https://www.thebillionairepodcast.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.

    34 min
  • EP 6: How much Money do I need, To Invest In Multi-Million Worth Real Estate! Short Course 4

    Now that you have an idea about rental real estate, whether it’s right for you, and the advantages and risks, it’s time to talk about completely passive investments in commercial real estate like the apartment complex around you. Do you really need millions in order to start investing in these commercial real estate investments? 

    In this episode, we will talk about:

    1. Real Estate Syndication: the key to unlocking this passive income strategy; 
    2. The roles within the syndication, 
    3. How syndications are created, 
    4. Where YOU, the passive investor, comes in. 


    We know, it’s starting to get interesting, right? Make sure you tune for the last module of this series in episode 8.

    This short course will be combined in:
    EP 2: Why Should You ThinkOutsideTheStocks
    EP 3: Is Real Estate Right For You?
    EP 5: Can Rental Real Estate REALLY be PASSIVE?
    EP 6: How much Money do I need, To Invest In Multi-Million Worth Real Estate!
    EP 8: But What Is The Process To Invest?

    If you are a visual person and want to see the course in presentation mode, please access the FREE Membership of our growing educational library, at our website https://thinkoutsidethestocks.com/membership-cre/

    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.

    11 min
  • EP 5: Can Rental Real Estate REALLY be PASSIVE? Short Course 3

    According to the US tax code, rental real estate is a passive activity, but for those who have experienced it in real life, we beg to differ.

    The risks of rental real estate:

    • Affordability
    • Recession
    • Scalability
    • Asset Protection
    • Loans
    • 3Ts: tenant, toilet and trash


    In this episode, you will learn that rental real estate is not by any means passive because of the time and effort you need to provide and the intensive risk that comes along with it. In fact for a busy professional like you, it may come as a scary investment, riddled with hassle.

    But wait! There is another way!

    Episode 6 will discuss the key to achieving passive income using Commercial Real Estate.

    Curious?
    Don’t just listen; access the visual course in a presentation mode at our website, in our FREE membership.
    https://thinkoutsidethestocks.com/membership-cre/

    This short course will be combined in:
    EP 2: Why Should You ThinkOutsideTheStocks
    EP 3: Is Real Estate Right For You?
    EP 5: Can Rental Real Estate REALLY be PASSIVE?
    EP 6: How much Money do I need, To Invest In Multi-Million Worth Real Estate!
    EP 8: But What Is The Process To Invest?

    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.

    13 min
  • EP 4: How does your Purpose affect your Profit - The Go-Giver way with Bob Burg

    In this podcast episode, Madhavi Jain interviews Wall Street Journal and BusinessWeek Bestseller author and speaker Bob Burg about the connection between one's purpose and their profit, using the principles from his book "The Go-Giver."

    The Go-Giver, has sold over a million copies, and has been translated into 30 languages. It was rated #10 on Inc. Magazine’s list of the Most Motivational Books Ever Written.

    How is this connected to Think Outside the Stocks?

    Throughout the episode, listeners can expect to learn practical strategies for developing a more purpose-driven approach to their life and be encouraged to not let their passion wait around the corner anymore, while continuing in the rat race. 

    The discussion focuses on the idea that when one approaches their purpose and passion, whether it's a business or a philanthropy idea, with a focus on providing value and making a positive impact on others. Rather than solely on financial dynamics, they can actually achieve greater financial success by focusing on adding massive value to a massive amount of people, staying authentic, focusing on others first and finally being open the receiving. 

    Overall, this episode is a valuable resource for anyone interested in developing a purpose-driven approach to their life, work and exploring how this can positively impact their financial success.

    Connect with Bob here:

    Website: www.burg.com

    Facebook: https://www.facebook.com/burgbob

    Twitter: https://twitter.com/bobburg

    YouTube: https://www.youtube.com/user/burgcommunications

    LinkedIn: https://www.linkedin.com/in/bobburg/

    Instagram: https://www.instagram.com/realbobburg/?__coig_restricted=1


    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.

    44 min
  • EP 3: Is Real Estate Right For You? Short Course 2

    In this episode, the module 2 of our short course, we will talk about how the world's richest became millionaires and what it has to do with real estate. If this is what’s giving them financial freedom and beyond, it begs the question of, is real estate right for you? We will talk about that and more in this episode.

    The advantages of real estate:

    • Builds cash flow
    • True diversification outside the stock market
    • Leverage
    • Tax advantages
    • Increase your net worth
    • Plus, Madhavi will discuss her favorite advantage of Real Estate as well


    On episode #5 of ThinkOutsideTheStocks, we will talk about the truth behind rental real estate as a passive income. Is it really?

    This short course will be combined in:
    EP 2: Why Should You ThinkOutsideTheStocks
    EP 3: Is Real Estate Right For You?
    EP 5: Can Rental Real Estate REALLY be PASSIVE?
    EP 6: How much Money do I need, To Invest In Multi-Million Worth Real Estate!
    EP 8: But What Is The Process To Invest?

    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.

    8 min

About Think Outside The Stocks

From the publisher's feed

Most busy professionals, especially high-skilled, high-income earning first generation immigrants, tech professionals and doctors alike, are unaware of the ways of the ultra-wealthy in this country to…