Thinking Like a Bank

Scott Meyers and his affiliated companies own and operate more than 2.4 million square feet across over 14,000 units of self-storage facilities. His education company, SelfStorageInvesting.com, provides courses, tools, live events, and mentoring to help others launch their own self-storage business “free from tenants, toilets, and trash!”

🔥 This episode talks about:

☑️ ​Scott's introduction to real estate

☑️ Why he transitioned from multifamily to self-storage?

☑️ The benefits of investing in self-storage compared to other asset classes.

☑️ How long has Scott been in the self-storage investing space?

☑️ What makes self-storage investing recession-resistant?

☑️ Self-storage market growth opportunities

☑️ Typical holding period when investing in self-storage

☑️ Typical rates of return when investing in self-storage

☑️ Using your Self-Directed IRA to invest in self-storage

☑️ What to consider before investing in self-storage? 

☑️ What areas and market does Scott focus on?

☑️ Recommended books and material to learn more about self-storage

To connect with Scott Meyers and learn more about investing in self-storage please visit: 

👉Company Website:➡️https://selfstorageinvesting.com/

👉Linkedin: ➡️ https://www.linkedin.com/company/self-storage-investing/

👉Facebook: ➡️ https://www.facebook.com/selfstorageinvesting

👉YouTube: ➡️https://www.youtube.com/channel/UCk9Hli37NUUu3EKxwXlIQNw

👉Instagram:➡️https://www.instagram.com/self_storage_investing/

👉Twitter:➡️ https://twitter.com/SelfStorageGuy

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Emily K Thomas is an energetic advisor and founder of Anchor & Lead. In her work, she teaches a whole new business paradigm that utilizes energetic intelligence™️ (both science and soul) to advise high-performance professionals & creative entrepreneurs to lead with conviction and scale with complete confidence.

Her signature program, The Embodied Leadership Experience guides leaders in harnessing the power of their unique energetic framework to mitigate risk and achieve their financial intentions to build a business that fuels their lifestyle.

🔥 This episode talks about:

☑️​ Emily’s journey as a leadership coach.

☑️ What is expansive leadership?

☑️ The importance of managing your energy.

☑️ How to overcome analysis paralysis?

☑️ Discovering your DNA energy and making empowered choices.

☑️ What is self-awareness? How do you measure your progress?

☑️ The 5 D’s method of transforming your energy and vibrational frequencies.

☑️ How to raise your vibrational energy and get into alignment?

☑️What to expect from working with Emily?

To connect with Emily Thomas, please visit

👉Company Website:➡️https://www.emilykthomas.com/

👉Company Website:➡️https://www.anchorandlead.com/

👉Linkedin ➡️ https://www.linkedin.com/in/emily-thomas-b8713830/

👉Instagram ➡️https://www.instagram.com/anchor.lead/

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Dustin Heiner is the founder of Master Passive Income, Real Estate Wealth Builders Conference (REWBCON) and Successfully Unemployed.

He is a real estate investor who was able to make enough passive income from his business to quit his job when he was 37 years old.

With his podcast, YouTube channel, books, courses, and coaching, he now helps other people quit their job by investing in real estate rental properties to live the dream life.

🔥 This episode talks about:

☑️ Dustin's journey from being laid off to investing in real estate

☑️ What is passive real estate investing?

☑️ The benefits of passively investing in real estate

☑️ Why you should not rely on only one source of income?

☑️ How to start investing in real estate without a lot of money or experience?

☑️ Mistakes to avoid when starting in real estate

☑️ How to scale your real estate business and grow your portfolio?

☑️ Courses offered on how to invest in real estate

To connect with Dustin Heiner and learn more about real estate passive investing, please visit

👉Company Website:➡️https://masterpassiveincome.com/

👉Linkedin ➡️ https://masterpassiveincome.com/linkedin

👉Facebook ➡️https://masterpassiveincome.com/facebook

👉Instagram ➡️ https://masterpassiveincome.com/instagram

👉YouTube ➡️ https://masterpassiveincome.com/youtube

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Matthew Sullivan is the founder and CEO of QuantumRE, the real estate marketplace that makes home equity accessible, investible, and tradeable. He is also the President and Founder of Crowdventure.com, a real estate crowdfunding company, and manager of two real estate funds.

With a background in finance and technology, he worked with Richard Branson's corporate finance team on a number of Virgin companies such as Virgin Executive Jets and was appointed as director and trustee of Virgin's London Air Ambulance Service.

QuantumRE is a unique real estate marketplace that leverages blockchain technologies to make home equity accessible, investible, and tradeable. They solve a major problem for homeowners that want to access their home equity with no monthly payments and without the burden of additional debt. Their secondary trading platform and the marketplace is built on the Algorand blockchain and have been designed to enable investors to access this vast, untapped real estate asset class i.e, the equity in owner-occupied homes with a marketplace where their tokenized investments can be bought, sold, and traded.

🔥 This episode talks about:

☑️Matthew’s background as a fintech entrepreneur.

☑️What is crowdfunding and how does it work?

☑️The advantages of investing in unlisted/non-public securities

☑️How does the equity in your home work?

☑️The benefits of investing in home equity contracts compared to other asset classes.

☑️The difference between a home equity line of credit and a traditional mortgage?

☑️The downside of investing in home equity

☑️Do you need to be an accredited investor to invest with QuantmRE?

☑️The minimum investments, payback period, and projected Internal Rate of Return (IRR)

☑️Could home equity contracts be the next biggest real estate asset class?

☑️Specific investment opportunities with QuantmRE’s marketplace platform.

To connect with Matthew Sullivan and to learn more about QuantmRE, please visit  :

👉Company Website:➡️http://www.quantmre.com/

👉Linkedin: ➡️ http://www.linkedin.com/company/quantm-one

👉Instagram:➡️www.instagram.com/quantmre/

👉Facebook:➡️www.facebook.com/Quantm.one

👉Twitter:➡️ https://twitter.com/quantmre?lang=en

👉Email: [email protected]

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Abel Pacheco is a real estate entrepreneur and Texas native. With a proven track record of repositioning properties, delivering quality renovated housing products to market, and delivering consistent returns to investment partners. Abel has experience in acquiring distressed properties, managing renovations, raising private capital, and management of multi-family investment properties.

Abel and his wife have invested, owned, and operated income-producing properties since 2008. Abel is a General Partner and Principal in $150MM+ of Commercial Real Estate across 17 syndications and 1500+ doors. He is also working on developing a 156‐door multifamily property, and 98 unit build-to-rent community.  He has also served as a commercial loan broker. His wife Leslie has also invested on her own in 500+ doors of commercial real estate.

Prior to real estate investing, Abel was a senior tech sales executive. He brings 20 years of professional experience, including a verifiable 10x track record going from 5.6 million in acquisitions to 57 million in acquisitions in 2015.

Abel Pacheco, President and Principal of 5 Talents Capital, and the host of the Five Talent Podcast. He also hosts CRE Meetups, a monthly multi-family meetup providing free multi-family investing education for others in the community.

🔥 This episode talks about:

☑️​​​Abel’s background working as a tech sales executive and why he decided to invest in real estate at the same time

☑️​​Scaling up from single-family to multifamily

☑️​​Advantages of investing in multifamily syndications

☑️​​Who is ​"5 Talents Capital​"​ and what types of real estate assets do they focus on?

☑️​​Real estate syndications and its tax benefits for W2 employees

☑️​​Some strategies for building wealth and protecting your income from taxes.

☑️​​The potential returns (IRR) when passively investing in multifamily syndications

☑️​​How to stop trading time for money?

To connect with Abel Pacheco and learn more about multifamily and syndication, please visit

👉Company Website:➡️https://5talents.capital/

👉Linkedin ➡️ https://www.linkedin.com/in/abelpacheco/

👉Facebook ➡️https://www.facebook.com/bullpacheco/

👉Instagram ➡️https://www.instagram.com/abeljpacheco/

👉Podcast ➡️The 5 Talents Podcast How to Build Wealth Like the 1%

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Billy Keels is a strategic advisor at First Generation Capital Partners and the host of the Going Long podcast. Billy helps high-wage earners escape the corporate rat race by discovering passive income opportunities so they can stop trading time for money.

Although Billy is not a tax professional, the investment strategies he shares can help high-wage W2 earners reduce some of their income taxes.

🔥 This episode talks about:

☑️​​Billy’s background as a top providing sales executive and how he started investing passively

☑️The types of assets Billy invested in

☑️What is an accredited investor?

☑️The benefits of being an accredited investor?

☑️The advantages of investing passively in real estate.

☑️The tax implications of being a high-wage w2 earner and what to do about this

☑️Which investment vehicles can you use to lower your w2 taxes?

☑️Understanding the level of risk for the assets you are thinking about investing into

☑️How to measure this risk?

☑️How to passively invest in energy companies (oil and gas)?

☑️The tax benefits of oil and gas

☑️How much can you potentially earn? (Potential IRR)

☑️The importance of setting your investment goals before making investment decisions.​ ​

To connect with Billy Keels and learn how to claim more of your W2 income, please visit

👉Website:➡️https://www.firstgencp.com/

👉Linkedin ➡️https://www.linkedin.com/in/billykeels/

👉Podcast ➡️Going Long Podcast with Billy Keels

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Terry Hale is an author of educational curriculums, numerous trade and business magazine articles, and has presented live seminars to over 200,000 attendees across the nation for educational advisory services.

He has been featured on CBS Radio, CNBC, and several syndicated radio broadcast networks as the leading authority in commercial real estate investing. Terry has over 20 years of real estate-related marketing, training, and teaching experience.

Terry has been on several boards of directors providing Real Estate Education Programs and has assisted in the negotiations, with years of diversified real estate experience. His commercial real estate training provides the techniques on how to find, pre-screen, evaluate, structure, and use negotiation tactics for repositioning and stabilizing commercial properties.

🔥This episode talks about:

​✅Terry’s experience in Commercial Real Estate (CRE)

✅Differences between conventional and creative financing.

✅What are some of the advantages of creative financing?

✅How to calculate the capitalization rate in real estate?

✅How to maximize revenue from CRE deals?

✅What is a 1031 exchange and how does it help you save on taxes?

✅Types of assets that can benefit from a 1031 exchange?

✅How to find CRE deals?

✅Terry’s training and mentoring program for those wanting to start a CRE business

✅Profitable CRE strategies

✅Do you need to have a lot of money to be a wholesaler?

✅What is a "Bird Dog" in real estate?

To connect with Terry Hale and learn more about Commercial Real Estate, please visit

👉Website:➡️https://terryhale.com/

👉Linkedin ➡️https://www.linkedin.com/in/terry-hale-b049667b/

👉Facebook ➡️https://www.facebook.com/terryhaletraining/

👉Instagram ➡️https://www.instagram.com/terryhale_wealth.by.design/

👉Podcast ➡️Wealth By Design

⬇️📚To download the free E-book - “Two Best Strategies To Profit with Commercial Real Estate➡️https://terryhale.com/

🆓📅 To schedule a free 20-min Strategy and Planning Session➡️ https://go.terryhale.com/schedule

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Tony Martignetti is a trusted advisor, coach, experience creator, author, podcast host, and speaker. He brings together over 25 years of business and management experience, formal training, and extreme curiosity to elevate leaders and equip them with the tools to navigate through change and unlock their true potential.

Before becoming the founder and chief inspiration officer of Inspired Purpose Coaching, he was a finance and strategy executive with experience working with some of the world's leading life sciences companies. Along his journey, he also managed small businesses and ran a financial consulting company.

Tony is the host of The Virtual Campfire podcast and the author of "Climbing the Right Mountain: Navigating the Journey to An Inspired Life."

🔥 This episode talks about:

✅​Tony’s background in finance before becoming an Inspired Purpose Coach

✅How to choose between preservation or transformation?

✅The importance of knowing your why and the importance of constantly revisiting your why

✅What are the seven traits of an inspiring leader?

✅What does trust mean in leadership?

✅Proactive versus reactive leadership

✅Understanding the concept of “slow is fast” and how this can increase your momentum

✅Tony’s book, Climbing the Right Mountain.

✅The importance of defining and clarifying your purpose (constantly).

✅The importance of aligning your goals, values, and beliefs.

To connect with Tony Martignetti, please visit:

👉Website:➡️https://www.inspiredpurposecoach.com/

👉Website:➡️https://linktr.ee/inspiredcoach

👉Linkedin ➡️https://www.linkedin.com/in/tonymartignett1/

👉Podcast ➡️The Virtual Campfire

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

John Casmon is an entrepreneur and real estate investor who has helped busy professionals invest over $100 million in multifamily housing. John also consults active multi-family investors to help them start or grow their business.

He hosts the Multifamily Insights podcast (formerly Target Market Insights) and is the co-creator of the Midwest Real Estate Networking Summit. Prior to becoming a full-time investor, John worked in corporate America, overseeing marketing campaigns for General Motors, Nike and Coors Light

🔥This episode talks about:

✅John's background in marketing and advertising and how he started building his real estate portfolio.

✅The financial benefits of investing in real estate.

✅The advantages of investing in multifamily (compared to other asset classes) .

✅What are some tax benefits of investing in real estate?

✅The difference between appreciation and depreciation?

✅The benefits of passive income.

✅Why is depreciation considered a ‘paper loss’?

✅How does leverage in real estate build cash flow?

✅What is Real Estate Professional Status (REPS)?

✅Investing actively and passively in real estate

✅General Partner versus Limited Partner

✅How to get started in multifamily syndication as a limited partner?

✅Some of the risks with buy and flips (single family)

✅How to mitigate risks in real estate?

✅What makes multifamily recession-proof?

✅The impact of recent interest rates on multifamily housing (Investor standpoint)

To connect with John Casmon and to learn more about passively investing in multifamily syndication, please visit:

👉Company Website:➡️https://casmoncapital.com/

👉Linkedin ➡️https://www.linkedin.com/in/multifamily-apartments-john-casmon/

👉Multifamily Insights Podcast - ➡️https://casmoncapital.com/podcast

👉Email 📧 [email protected]

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

Jason Yarusi is the founder of Yarusi Holdings with his wife Pili. They have acquired $180M in real estate across 1900 Multifamily Units since 2017.  He is an avid ultra runner and workout enthusiast. He is the host of The Multifamily Live Podcast and 7 Figure Multifamily Mastermind

Jason wakes up daily at 4:32 AM and most importantly, he's a father of three amazing kids.

This episode talks about:

✅Jason shares his experience with multifamily as an asset class

✅The mindset shift that led him to overcome doubt and taking the next big steps in real estate syndications

✅In regards to risk, Single-family versus​​ multi-family investments

✅How can larger deals be less risky and more attractive to potential investors?

✅How to get started in multifamily syndication as a limited partner?

✅The benefits of investing in multifamily compared to other asset classes.

✅How multifamily can hedge against inflation

✅How multifamily properties are financed

✅How to use leverage to invest in real estate syndications as ​limited partners (LP)

✅Leveraging your cash value in a whole life policy to increase your net worth.

✅Recommended books and podcasts to learn more about multifamily investing

To connect with Jason Yarusi  and learn more about investing in large multifamily deals, please visit:

👉Company Website:➡️http://www.yarusiholdings.com/

👉Personal Website: ➡️ http://www.7figuremultifamily.com/

👉Linkedin: ➡️ https://www.linkedin.com/in/jasonyarusi/

👉YouTube: ➡️ https://www.youtube.com/channel/UCtHqCFLhOhvYZ2ClgHlij8g

👉Instagram:➡️https://www.instagram.com/7figuremultifamily/

👉Twitter:➡️ https://www.facebook.com/7figuremultifamily

👉Email: [email protected]

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.