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Two Smart Assets episodes
- Tax Savings and Cost Segregation with Yonah Weiss
Join Daniel Nickles and Chris Thompson with their guest Yonah Weiss, as they introduce us to everything we need to hear about cost segregation. Yonah shares how his teaching background, together with his love for real estate, helped him continue his passion for teaching as he now helps people save money from taxes. In this episode, he breaks down the basics and the benefits of cost segregation in detail – an exciting niche of the diverse industry that is real estate. Yonah makes it sound easy and straight, so make sure to join us until the last minute of the episode because there will be a lot to learn.
In this episode you will learn:
- Learning by being around people – not just by the books.
- What is cost segregation?
- Breaking down how cost segregation works.
- Is cost segregation a process you can D-I-Y or not?
- The components of property included in cost segregation.
About Yonah Weiss:
Ever since he was young, Yonah has been a teacher; his grandmother used to call it "the family business." The principle "If you know ABCs--teach ABCs" has always resonated with Yonah. It's what drove him to teach professionally for over a decade, and it's what continues to drive him to help people save tons of money on income tax or invest in real estate.
Yonah takes his passion for education into everything he does. He loves to learn and stay informed, but more importantly, shares that knowledge with others.
He has helped hundreds of real estate investors save Tens of Millions of Dollars in income tax through Cost Segregation with Madison SPECS and has been a guest on over 100 of the top real estate podcasts on the subject.
"It's not about how much you make; it's about how much you keep."
As host of the new podcast Weiss Advice, Yonah speaks to some of the best minds in Real Estate, Business and Beyond, to learn how anyone can succeed in life.
Connect with Yonah Weiss on:
Website: https://yonahweiss.com
Linkedin: https://www.linkedin.com/in/cost-segregation-yonah-weiss/
Instagram: https://www.instagram.com/yonahweiss/
Facebook: https://www.facebook.com/yonah.weiss.1/
Email: [email protected]
Connect with Two Smart Assets on:
Website: https://twosmartassets.com/
Facebook: https://www.facebook.com/TwoSmartAssets/
Instagram: https://www.instagram.com/twosmartassets/
YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw
✅Check out our free apartment syndication sample deal:
https://twosmartassets.com/sample-deal-form
📕Don't forget to grab our free passive investing guide for apartment syndications:
https://twosmartassets.com/investing-guide-form
29 min - Building Effective Systems for Apartment Syndications with Bruce Petersen
Join Daniel Nickles and Chris Thompson with their guest Bruce Petersen "the Apartment Guy," as they discuss their takes on topics of syndication, work values, up to the perceptions of money. Honesty is one apparent quality we'll see from our guest as Bruce speaks straightforwardly about taking risks in ventures and on people. He believes that money makes an evil person more evil and a good person more capable of bettering others' lives. Every minute of this talk is indeed thought-provoking, so make sure to tune in with us all the way.
In this episode you will learn:
- Before real estate: The experience of figuring out what will work for you.
- Hiring and taking care of people that are smarter than you as a system.
- Figure out what you're good and bad at; go for what gives you energy and not what takes it.
- On taking chances and making a stand for the good of what matters to you.
- What is money?
About Bruce Petersen:
Bruce began mentoring others in the syndication, acquisition, operation, and disposition of multiple apartment complexes in 2014. Bruce's passion is to provide investors with passive income streams by improving apartment complexes and creating communities residents love to call home.
The Apartment Guy℠, Bruce Petersen, is a serial syndicator of large multi-family properties throughout Central Texas ranging in size from 120 to 292. He was awarded the Austin Apartment Association's Independent Rental Owner of the Year for 2016 and the National Apartment Association's Independent Rental Owner of the Year for 2017.
Bruce targets stabilized properties where he can buy a cash-flowing asset and drive value through improved operations. He can do this by implementing his proven systems and deploying his experienced staff to replicate his business model across the new acquisitions.
Connect with Bruce Petersen on:
Website: https://apt-guy.com/
LinkedIn: https://www.linkedin.com/in/apt-guy
Facebook: https://www.facebook.com/theaptguy/
Instagram: https://www.instagram.com/apt.guy/
Connect with Two Smart Assets on:
Website:
Facebook: https://www.facebook.com/TwoSmartAssets/
Instagram: https://www.instagram.com/twosmartassets/
YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw
35 min - Building Effective Systems for Apartment Syndications with Bruce Petersen
Join Daniel Nickles and Chris Thompson with their guest Bruce Petersen "the Apartment Guy," as they discuss their takes on topics of syndication, work values, up to the perceptions of money. Honesty is one apparent quality we'll see from our guest as Bruce speaks straightforwardly about taking risks in ventures and on people. He believes that money makes an evil person more evil and a good person more capable of bettering others' lives. Every minute of this talk is indeed thought-provoking, so make sure to tune in with us all the way.
In this episode you will learn:
- Before real estate: The experience of figuring out what will work for you.
- Hiring and taking care of people that are smarter than you as a system.
- Figure out what you're good and bad at; go for what gives you energy and not what takes it.
- On taking chances and making a stand for the good of what matters to you.
- What is money?
About Bruce Petersen:
Bruce began mentoring others in the syndication, acquisition, operation, and disposition of multiple apartment complexes in 2014. Bruce's passion is to provide investors with passive income streams by improving apartment complexes and creating communities residents love to call home.
The Apartment Guy℠, Bruce Petersen, is a serial syndicator of large multi-family properties throughout Central Texas ranging in size from 120 to 292. He was awarded the Austin Apartment Association's Independent Rental Owner of the Year for 2016 and the National Apartment Association's Independent Rental Owner of the Year for 2017.
Bruce targets stabilized properties where he can buy a cash-flowing asset and drive value through improved operations. He can do this by implementing his proven systems and deploying his experienced staff to replicate his business model across the new acquisitions.
Connect with Bruce Petersen on:
Website: https://apt-guy.com/
LinkedIn: https://www.linkedin.com/in/apt-guy
Facebook: https://www.facebook.com/theaptguy/
Instagram: https://www.instagram.com/apt.guy/
Connect with Two Smart Assets on:
Website:
Facebook: https://www.facebook.com/TwoSmartAssets/
Instagram: https://www.instagram.com/twosmartassets/
YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw
35 min - Financial Freedom Through Multifamily Investing with German and Oscar Buendia
Join Daniel Nickles and Chris Thompson with their guests German and Oscar Buendia, the managing partners of Good Day Capital, as they talk about their journey on getting into real estate. German and Oscar shared how for them, mentorship and asking the real questions to the right people, themselves included, worked to achieve stability. From one of the guests, we hear that if we accomplish so much, we get to give back much more. There are many good points to take away from this episode, so tune in with us.
In this episode you will learn:
- Their get-out-there mentality, mentorships, and lessons learned from a book jump-started their position in the real estate industry.
- Go far with curiosity, perseverance, and by asking the right people the right questions.
- Move to where stability is present.
- On making strategies that can adapt to the field.
- Get the knowledge you need and be honest with yourself, ask: "where am I lacking?"
About German and Oscar Buendia:
German is an 18-year USMC Gunnery sergeant (GySgt) soon to retire, and Oscar is a 10-year USAF Captain. Together they have acquired 20+ multifamily units worth $1.5 mil in assets and bring years of leadership and management experience to real estate investments.
Oscar has a Bachelor's degree in Communications from Kean University and an MBA from Liberty University.
They serve as Managing Partners of GoodDay Capital.
Connect with German and Oscar Buendia on:
Website: www.GoodDayCapital.com
Facebook: https://www.facebook.com/RealEstateInvestingBrothers/
Instagram: https://www.instagram.com/rei_brothers/
LinkedIn: https://www.linkedin.com/company/goodday-capital
https://www.linkedin.com/in/germanbuendia/
https://www.linkedin.com/in/oscarbuendia/
Email: [email protected]
Real Estate Investing (REI) Brothers Podcast:
https://podcasts.apple.com/us/podcast/rei-brothers-financial-freedom-through-multifamily/id1499360352
Connect with Two Smart Assets on:
Website: https://twosmartassets.com/
Facebook: https://www.facebook.com/TwoSmartAssets/
Instagram: https://www.instagram.com/twosmartassets/
YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw
Check out our free apartment syndication sample deal:
https://twosmartassets.com/sample-deal-form
Don't forget to grab our free passive investing guide for apartment syndications:
https://twosmartassets.com/investing-guide-form
35 min - Financial Freedom Through Multifamily Investing with German and Oscar Buendia
Join Daniel Nickles and Chris Thompson with their guests German and Oscar Buendia, the managing partners of Good Day Capital, as they talk about their journey on getting into real estate. German and Oscar shared how for them, mentorship and asking the real questions to the right people, themselves included, worked to achieve stability. From one of the guests, we hear that if we accomplish so much, we get to give back much more. There are many good points to take away from this episode, so tune in with us.
In this episode you will learn:
- Their get-out-there mentality, mentorships, and lessons learned from a book jump-started their position in the real estate industry.
- Go far with curiosity, perseverance, and by asking the right people the right questions.
- Move to where stability is present.
- On making strategies that can adapt to the field.
- Get the knowledge you need and be honest with yourself, ask: "where am I lacking?"
About German and Oscar Buendia:
German is an 18-year USMC Gunnery sergeant (GySgt) soon to retire, and Oscar is a 10-year USAF Captain. Together they have acquired 20+ multifamily units worth $1.5 mil in assets and bring years of leadership and management experience to real estate investments.
Oscar has a Bachelor's degree in Communications from Kean University and an MBA from Liberty University.
They serve as Managing Partners of GoodDay Capital.
Connect with German and Oscar Buendia on:
Website: www.GoodDayCapital.com
Facebook: https://www.facebook.com/RealEstateInvestingBrothers/
Instagram: https://www.instagram.com/rei_brothers/
LinkedIn: https://www.linkedin.com/company/goodday-capital
https://www.linkedin.com/in/germanbuendia/
https://www.linkedin.com/in/oscarbuendia/
Email: [email protected]
Real Estate Investing (REI) Brothers Podcast:
https://podcasts.apple.com/us/podcast/rei-brothers-financial-freedom-through-multifamily/id1499360352
Connect with Two Smart Assets on:
Website: https://twosmartassets.com/
Facebook: https://www.facebook.com/TwoSmartAssets/
Instagram: https://www.instagram.com/twosmartassets/
YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw
Check out our free apartment syndication sample deal:
https://twosmartassets.com/sample-deal-form
Don't forget to grab our free passive investing guide for apartment syndications:
https://twosmartassets.com/investing-guide-form
35 min - What Investors Need to Know About Securities Law with Gene Trowbridge
Join Daniel Nickles and Chris Thompson with their guest Gene Trowbridge, a founding partner of the Trowbridge Law Group LLP, as they talk about the crucial matters that every aspiring syndicator and passive investor needs to understand. We will hear from Gene's years of experience as he discusses securities law, syndication, and smart investing with concision and character. There definitely will be a lot to take away from this talk, so stick with us and don't miss a single minute of what Gene has to say.
In this episode you will learn:
- Track record in commercial real estate, syndication, and on entering law school at forty-five.
- Gene explains the difference between syndication and security.
- What questions a passive investor needs to have answered before investing?
- The different documents that investors will encounter.
- A piece of advice for every rookie syndicator to digest.
About Gene Trowbridge:
Prior to becoming an attorney, he was a real estate syndicator. He developed numerous mini-storage facilities using money from private investors. In addition to his law practice, Gene is a pre-eminent educator in the world of real estate and syndication.
Gene has served as a senior CCIM instructor for a number of years, and he has written a comprehensive book on real estate syndication entitled: It's a Whole New Business, which has sold over 10,000 copies. Gene has conducted a number of highly regarded intensive workshops for real estate Syndicators, teaching them how to raise money from private investors legally.
His Ultimate Crowdfunding Workshops teach investors, both new and seasoned, how to structure their investment companies, how to split the money with investors, and how to legally solicit investors for private and Crowdfunding offerings.
Gene also has expertise in Tenant-In-Common or "TIC" offerings that allow investors to participate in 1031 exchanges and has written articles on this subject as well as numerous others on how to start and run a real estate syndication company.
Gene and his partners provide securities offering documents and advice for seeking to do Regulation D Rule 506 Offerings, Crowdfunding Offerings, Regulation A Offerings, and Public Offerings.
Connect with Gene Trowbridge on:
Website: https://trowbridgelawgroup.com/
Linkedin: https://www.linkedin.com/in/genetrowbridge
https://www.linkedin.com/company/trowbridge-law-group-llp?trk=public_profile_topcard-current-company
Email: [email protected]
Contact: 949-855-8399
Connect with Two Smart Assets on:
Website: https://twosmartassets.com/
Facebook: https://www.facebook.com/TwoSmartAssets/
Instagram: https://www.instagram.com/twosmartassets/
YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw
✅Check out our free apartment syndication sample deal:
https://twosmartassets.com/sample-deal-form
📕Don't forget to grab our free passive investing guide for apartment syndications:
https://twosmartassets.com/investing-guide-form
31 min - What Investors Need to Know About Securities Law with Gene Trowbridge
Join Daniel Nickles and Chris Thompson with their guest Gene Trowbridge, a founding partner of the Trowbridge Law Group LLP, as they talk about the crucial matters that every aspiring syndicator and passive investor needs to understand. We will hear from Gene's years of experience as he discusses securities law, syndication, and smart investing with concision and character. There definitely will be a lot to take away from this talk, so stick with us and don't miss a single minute of what Gene has to say.
In this episode you will learn:
- Track record in commercial real estate, syndication, and on entering law school at forty-five.
- Gene explains the difference between syndication and security.
- What questions a passive investor needs to have answered before investing?
- The different documents that investors will encounter.
- A piece of advice for every rookie syndicator to digest.
About Gene Trowbridge:
Prior to becoming an attorney, he was a real estate syndicator. He developed numerous mini-storage facilities using money from private investors. In addition to his law practice, Gene is a pre-eminent educator in the world of real estate and syndication.
Gene has served as a senior CCIM instructor for a number of years, and he has written a comprehensive book on real estate syndication entitled: It's a Whole New Business, which has sold over 10,000 copies. Gene has conducted a number of highly regarded intensive workshops for real estate Syndicators, teaching them how to raise money from private investors legally.
His Ultimate Crowdfunding Workshops teach investors, both new and seasoned, how to structure their investment companies, how to split the money with investors, and how to legally solicit investors for private and Crowdfunding offerings.
Gene also has expertise in Tenant-In-Common or "TIC" offerings that allow investors to participate in 1031 exchanges and has written articles on this subject as well as numerous others on how to start and run a real estate syndication company.
Gene and his partners provide securities offering documents and advice for seeking to do Regulation D Rule 506 Offerings, Crowdfunding Offerings, Regulation A Offerings, and Public Offerings.
Connect with Gene Trowbridge on:
Website: https://trowbridgelawgroup.com/
Linkedin: https://www.linkedin.com/in/genetrowbridge
https://www.linkedin.com/company/trowbridge-law-group-llp?trk=public_profile_topcard-current-company
Email: [email protected]
Contact: 949-855-8399
Connect with Two Smart Assets on:
Website: https://twosmartassets.com/
Facebook: https://www.facebook.com/TwoSmartAssets/
Instagram: https://www.instagram.com/twosmartassets/
YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw
✅Check out our free apartment syndication sample deal:
https://twosmartassets.com/sample-deal-form
📕Don't forget to grab our free passive investing guide for apartment syndications:
https://twosmartassets.com/investing-guide-form
31 min - How Past Career Skills Can Transfer into Real Estate Investing with Rick Martin
Join Daniel Nickles and Chris Thompson with their guest Rick Martin, the founder of Fortress Federation Investments, as they speak about passive income, syndication, investment underwriting, and more. In this episode, Rick shares his wisdom and insight as a real estate investor into how we can create passive wealth now - and for the future. There is a lot to hear and learn from this talk, so make sure you tune in.
In this episode you will learn:
- Discovering the Solo 401(K): Where can I get the money?
- What you want to make sure of when syndicating.
- Horror stories and challenges of managing rental properties.
- Red flags to be aware of when underwriting.
- Is there an advantage to being at the bottom of the market?
About Rick Martin:
Rick has been investing in Real Estate since 1997 and has passively invested in over 1,100 units. Before commercial multifamily, he purchased several single-family rentals, flips, and small multifamily apartments.
He has successfully taken distressed, small multifamily apartments and repositioned them into well-performing assets. His real estate holdings have taken him through Seattle, Las Vegas, Los Angeles, Desert Hot Springs CA, Indianapolis, Columbus, Ohio, Jacksonville, Fl, Longview, and Dallas-Fort Worth, TX. He continues to explore other regions of the country, seeking population and job growth.
In addition to real estate, Mr. Martin has led a career in Entertainment and Commercial Advertising, filling clients' needs, including NBC, ABC, CBS, and ESPN. His clients also include Lions Gate Films, Columbia Pictures, Marvel Entertainment, Fox Sports, Discovery Networks, Apple, Nickelodeon, Chevy, V8, and FX Networks.
Connect with Rick Martin on:
Website: https://www.fortressfederation.com/
Blog: https://www.fortressfederation.com/blog
Email: [email protected]
Linkedin: https://www.linkedin.com/in/rick-martin-b4b5218
Facebook: https://www.facebook.com/FortressFederation
https://www.facebook.com/rick.martin.14224094
YouTube: https://www.youtube.com/channel/UCmkVrNLhmw8X1vJWh5GWKyw
"The Comprehensive Quickstart Guide to Investing in Syndications" Ebook Download:
https://www.fortressfederation.com/the-comprehensive-quick-start-guide-1Connect with Two Smart Assets on:
Website:
Facebook: https://www.facebook.com/TwoSmartAssets/
Instagram: https://www.instagram.com/twosmartassets/
YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw
36 min - How Past Career Skills Can Transfer into Real Estate Investing with Rick Martin
Join Daniel Nickles and Chris Thompson with their guest Rick Martin, the founder of Fortress Federation Investments, as they speak about passive income, syndication, investment underwriting, and more. In this episode, Rick shares his wisdom and insight as a real estate investor into how we can create passive wealth now - and for the future. There is a lot to hear and learn from this talk, so make sure you tune in.
In this episode you will learn:
- Discovering the Solo 401(K): Where can I get the money?
- What you want to make sure of when syndicating.
- Horror stories and challenges of managing rental properties.
- Red flags to be aware of when underwriting.
- Is there an advantage to being at the bottom of the market?
About Rick Martin:
Rick has been investing in Real Estate since 1997 and has passively invested in over 1,100 units. Before commercial multifamily, he purchased several single-family rentals, flips, and small multifamily apartments.
He has successfully taken distressed, small multifamily apartments and repositioned them into well-performing assets. His real estate holdings have taken him through Seattle, Las Vegas, Los Angeles, Desert Hot Springs CA, Indianapolis, Columbus, Ohio, Jacksonville, Fl, Longview, and Dallas-Fort Worth, TX. He continues to explore other regions of the country, seeking population and job growth.
In addition to real estate, Mr. Martin has led a career in Entertainment and Commercial Advertising, filling clients' needs, including NBC, ABC, CBS, and ESPN. His clients also include Lions Gate Films, Columbia Pictures, Marvel Entertainment, Fox Sports, Discovery Networks, Apple, Nickelodeon, Chevy, V8, and FX Networks.
Connect with Rick Martin on:
Website: https://www.fortressfederation.com/
Blog: https://www.fortressfederation.com/blog
Email: [email protected]
Linkedin: https://www.linkedin.com/in/rick-martin-b4b5218
Facebook: https://www.facebook.com/FortressFederation
https://www.facebook.com/rick.martin.14224094
YouTube: https://www.youtube.com/channel/UCmkVrNLhmw8X1vJWh5GWKyw
"The Comprehensive Quickstart Guide to Investing in Syndications" Ebook Download:
https://www.fortressfederation.com/the-comprehensive-quick-start-guide-1Connect with Two Smart Assets on:
Website:
Facebook: https://www.facebook.com/TwoSmartAssets/
Instagram: https://www.instagram.com/twosmartassets/
YouTube: https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw
36 min - Overcoming Adversity and Giving Up Bad Days with Jeff Holst
On today's episode of Two Smart Assets, host Chris Thompson welcomes Jeff Holst to the show. Jeff is a recovering attorney, real estate investor, author, coach, and co-host of the Old Fashioned Real Estate Show. Today, Jeff shares about his life story, why he’s known as the “guy who never has bad days,” and how COVID has impacted his business.
Find out more about Jeff Holst and his podcasts!
Contact Jeff: https://www.jeffreyholst.com/
Listen to the Last Life Ever Podcast: https://podcasts.apple.com/us/podcast/last-life-ever/id1508010726
Join the Last Life Ever Facebook Group: https://www.facebook.com/lastlifeever
Old Fashioned Real Estate website: https://oldfashionedrealestate.com/
Old Fashioned Real Estate Show YouTube: https://www.youtube.com/channel/UCBAvh4gJ492q4-6v-fYStzw
Connect with Two Smart Assets on Facebook: https://www.facebook.com/TwoSmartAssets/
Follow TSA on Instagram: https://www.instagram.com/twosmartassets/
Check out our website for our guide for beginning in Apartment Syndication and other resources to help you start your syndication investment journey: https://twosmartassets.com
36 min
About Two Smart Assets
From the publisher's feed
It’s no secret that real estate is one of the best investment vehicles out there.
But with all the current uncertainty how do we know when and where to put our hard earned money to work for us?
It’s easy to become distracted by that shiny object or the ”next best thing.”
So how can we determine which strategies will best align with our financial goals?
Whether you’re an active real estate entrepreneur, a passive investor, or looking to get in to real estate investing, our goal is to provide investors with the insights and strategies to build our portfolios all while protecting our capital.