Wealth Matters By Alpesh Parmar

Tom Suvansri holds an MBA in finance from Penn State University, and after working in the pharmaceutical industry for 15 years, he founded Premier Trust Advisors. Tom teaches his clients how banks, insurance firms, and brokerage houses make money and how to use those same strategies to build personal wealth with less risk. His work is informed by his life experiences, in particular watching his parents, who lacked financial literacy, lose control of the wealth they worked so hard to build. This very personal motivation drives Tom to serve the families, professionals, and business owners he works with to help them establish control, freedom, and certainty over their finances.

Tom graduated from Pennsylvania State University with an MBA in Finance after earning his BS in Biology from The College of New Jersey. Prior to starting Premier Trust Advisors, Tom spent over fifteen years within the pharmaceuticals industry in various roles spanning corporate/commercial finance, marketing operations, and compliance.

Born in Lower Merion, PA, and raised in Cherry Hill, NJ, Tom currently resides in Stamford, CT, with his wife, Bridget and their two boys, Aidan and Colin. In his free time, Tom loves to read, exercise, play an occasional round of golf, and just enjoy family time.

(00:01-4:20) Opening Segment

- Introduction of the host into the show

- Alpesh introduces the guest of the show, Tom Suvansri

- Tom also shared something interesting about himself

(4:21-27:31) Real Estate Investing Journey and How to Fund College Without Breaking the Bank

- Tom how he started investing in real estate

- How families/investors can invest/finance things in their life such as education?

- "Leverage resources to the benefit to build wealth"

- "Allow your assets to grow and leverage them to use someone else's money to potentially finance things in your life."

- The approach people need to take in growing their assets

- Current average cost of universities and colleges tuition fees and Tom's prediction about them after 10 years

- COVID19's effects on the education system

- The biggest cost that may go undetected by most people and advisors

- The typical ways families are advised to save for college

- Pros and cons of the typical ways in funding college

- Alternative ways to save money or fund college

- Common misunderstanding about obtaining financial aids

(27:32-27:50) Break

(27:51-28:05) Second Segment

- Welcoming listeners and guest back to the show

(28:06-35:27) Fire Round

- Will Tom change the business strategy after Coronavirus?

- Tom's favorite real estate, finance, or other related books

- Tool or website Tom recommends

- Tom's advice to beginner investors

- How does Tom give back?

- How can Wealth Matters Podcast listeners reach out to Tom?

(35:28-35:51) Closing Segment

Reach out to Tom by visiting https://premiertrustadvisors.com/ and his YouTube account, Thomas Suvansri.

Joe DiSanto spent his childhood riding BMX bikes, breakdancing, and memorizing 80’s movies, but the carefree days of youth wouldn’t last long. By 13 he was working as a busboy, helping his recently-divorced mom, and picking up some of his own tabs. A valuable lesson was learned: If you don’t deal with your money, your money will deal with you. From that point on, he made it his mission to learn everything he could about making smart money moves. It paid off. By age 30, Joe had wiped out $70k in student loans, bought his first house, and started a post-production company in Los Angeles. Over the next decade, the company grew to 30+ employees with over 5 million in annual revenue, while producing two critically-acclaimed documentaries and an Emmy-winning HBO series. During this time, he and his wife also transacted on 15 residential and commercial real estate properties. But nothing had a more life-changing impact than the birth of their son.

(00:01-10:34) Opening Segment

- Introduction of the host into the show

- Alpesh introduces the guest of the show, Joe DiSanto

- Joe tells what he does right now

- Joe also shared something interesting about himself

- The lessons Joe learned from his family situation and getting a job at an early age.

(10:35-31:19) Real Estate Investing Journey and Turn Your Home Into a Market-Beating Investment Vehicle

- How to turn home into market-beating investment vehicle

_ The best market-beating investment vehicle

- "The best piece of rental real estate you can own is the one you are a tenant of"

- Buy real estate as soon as possible

- "Find something you can add value to"

- Factors that may affect ROI

- Is it still okay to own a house even the average median price of homes is high? Or rent the house/unit for a while?

(31:20-31:37) Break

(31:38-31:53) Second Segment

- Welcoming listeners and guest back to the show

(31:54-35:37) Fire Round

- Will Joe change the business strategy after Coronavirus?

- Joe's favorite real estate, finance, or other related books

- Tool or website Joe recommends

- Joe's advice to beginner investors

- How does Joe give back?

- How can Wealth Matters Podcast listeners reach out to Joe?

(35:38-36:01) Closing Segment

Reach out to Joe by visiting https://www.playlouder.com/ or email [email protected]

Spencer Hilligoss is a full-time real estate investor, experienced co-sponsor, registered securities professional, and a former technology leader of 13 years. Now, Spencer helps passive investors deploy capital into storage and multifamily syndications with vetted sponsors and vetted deals. His company, Madison Investing, has co-sponsored deals totaling more than 5000 units for more than $600M.  Spencer invests in syndications as an LP and actively leads Madison Investing alongside his Co-founder - Jennifer Morimoto. As a technology leader, Spencer built a 13-year track record of growing high-performing teams across five companies - three of them, "unicorns" - valued at more than $1B.

(00:01-12:59) Opening Segment

- Introduction of the host into the show

- Alpesh introduces the guest of the show, Spencer Holligoss

- Spencer shares something interesting about himself

(13:00-26:32) Real Estate Investing Journey and Turning Side Hustle Into Full-Time Gig

- Why and How Spencer turned side hustle into full-time

- How long did it take Spencer to turn side hustle into full-time gig

- Importance of Balancing Time and Capital

- "Get out and try if it's for you or not"

- When did Spencer decide to turn side hustle into full-time

- When did Spencer decide to jump full-time in real estate

- Who should and shouldn't try to turn side hustle into full-time gig

(26:33-26:51) Break

(26:52-27:07) Second Segment

- Welcoming listeners and guest back to the show

(27:08-35:39) Fire Round

- Will Spencer change the business strategy after Coronavirus?

- Spencer's favorite real estate, finance, or other related books

- Tool or website Spencer recommends

- Spencer's advice to beginner investors

- How does Spencer give back?

- How can Wealth Matters Podcast listeners reach out to Spencer?

(35:40-36:04) Closing Segment

Reach out to Spencer by visiting https://www.madisoninvesting.com/ or connecting with him through LinkedIn

Get holistic financial & tax expertise with a focus on real estate, entity structuring, and self-directed retirement accounts. Implementation, compliance advisory, & tax strategy for Checkbook Control Retirement Accounts, including SDIRA, QRP-LLC, IRA-LLC, IRA-Trust, QRP, & Checkbook 401k plans - nationwide.

(00:01-03:29) Opening Segment

- Introduction of the host into the show

- Alpesh introduces the guest of the show, Bernard Reisz

- Bernard shares something interesting about himself

(03:30-32:20) Real Estate Investing Journey and Planning For Biden Tax Changes

- How and Why Bernard invested in real estate

- What makes private real estate great?

- Tax Mitigation Strategy

- What does Bernard think will happen under Biden Tax Changes?

- Is the opportunity zone will tamper?

- Will the state tax tamper as well?

- How can an investor navigate through the possible Biden tax changes?

- Bernard's recommendations about possible Biden tax changes

- Importance of Due Diligence and Diversification

- The importance of tax diversification

- Will migration from a blue state to a red-state might happen due to the Biden tax changes?

- "Don't do anything rash just for tax benefit"

- Exercise due diligence

- "Tax tools are about investment"

(32:21-32:39) Break

(32:40-32:59) Second Segment

- Welcoming listeners and guest back to the show

(33:00-39:32) Fire Round

- Will Bernard change the business strategy after Coronavirus?

- Bernard's favorite real estate, finance, or other related books

- Tool or website Bernard recommends

- Bernard's advice to beginner investors

- How does Bernard give back?

- How can Wealth Matters Podcast listeners reach out to Bernard?

(39:33-39:56) Closing Segment

Reach out to Bernard by googling ReSure Financial Advisors LLC or visiting https://www.401kcheckbook.com/

Jonathan Tuttle is the Fund Manager at Midwest Park Capital which is a private real estate investment firm providing accredited investors with exclusive access to high yield investment in the mobile home park vertical. Our fundamental strategy is to assemble a diversified portfolio of low risk, high cash flow mobile home park assets with the goal of delivering capital preservation consistent quarterly cash on cash income paired with equity growth. To see our PPM go to https://MidwestParkCapitalFund.com/

(00:01-02:11) Opening Segment

- Introduction of the host into the show

- Alpesh introduces the guest of the show, Jonathan Tuttle

- Jonathan shares something interesting about himself

(03:06-33:49) Real Estate Investing Journey and Flipping Mobile Home Parks

- When and How Jonathan started to invest in real estate

- Difference of Mobile Home Parks from today to 15 years later

- How to flip mobile homes

- Strategies used in buying and acquiring homes

- Importance of performing a competitive analysis of the market

- Can you invest in MHP remotely? How does it work?

- How to handle investors who don't want third parties involved in managing MHP?

- Gotchas to keep in mind when flipping mobile home parks

- How to make sure the title is solid?

- Is the insurance kept once it is bought? How to acquire insurance?

(33:50-34:07) Break

(34:08-34:15) Second Segment

- Welcoming listeners and guest back to the show

(34:16-40:43) Fire Round

- Will Jonathan change the business strategy after Coronavirus?

- Jonathan's favorite real estate, finance, or other related books

- Tool or website Jonathan recommends

- Jonathan's advice to beginner investors

- How does Jonathan give back?

- How can Wealth Matters Podcast listeners reach out to Jonathan?

(40:44-41:08) Closing Segment

Reach out to Jonathan by visiting mobilehomewealthacademy.com or midwestparkcapital.com

Todd is a former corporate finance executive turned mobile home park investor and consultant and the founder of Blue Elm Investments, a California-based mobile home park operator specializing in adding value to and transforming distressed mobile home parks across the U.S. They have built the expertise to turn neglected mobile home parks into vibrant communities, increasing the availability of safe, clean, and affordable housing to their residents, while offering their investors above-market returns. Todd is a firm believer that investing in real, tangible assets like real estate is the most effective way to build long-term wealth.

(00:01-02:11) Opening Segment

- Introduction of the host into the show

- Alpesh introduces the guest of the show, Todd Sulzinger

- Todd shares something interesting about himself

(02:12-23:30) Real Estate Investing Journey and Financial Independence Through Real Estate

- How Todd get into real estate

- When and why Todd decided to get out of corporate America

- The steps Todd took to transition from corporate America to real estate

- Anything Tood thinks he could have done differently?

- Importance of finding partners in the real estate business

- What did Todd do right after he gets out of corporate America?

- Lessons learned from the first mobile home park deal

- Steps to take in setting up a mobile home park

- Best real estate deal

- Worst deal

(23:31-23:41) Second Segment

- Welcoming listeners and guest back to the show

(23:42-34:10) Fire Round

- Will Todd change the business strategy after Coronavirus?

- Todd's favorite real estate, finance, or other related books

- Tool or website Todd recommends

- Todd's advice to beginner investors

- How does Todd give back?

- How can Wealth Matters Podcast listeners reach out to Todd?

(30:51-31:15) Closing Segment

Reach out to Todd by visiting https://www.blueelminvestments.com/ and via email [email protected] 

Real estate investing entrepreneur, syndicator, educator, best selling author, world traveler and adventurer, Bryce Robertson, "Your Australian Real Estate Mate." Bryce is an Australian native, with over 20 years of experience in large commercial construction projects, real estate, and business. He has traveled to 60 countries, over 6 continents, expanding wisdom and prosperity. Through operating business in 5 countries, over 3 continents, Bryce realized first hand, the abundant opportunity that exists here in the mighty U.S of A.

Bryce began his investing career with a net worth of negative $50,000 (yes, negative), unseasoned credit, and only $2,000 in the Bryce began his investing career with a net worth of negative $50,000 (yes, negative), unseasoned credit, and only $2,000 in the bank. Now Bryce is a full-time investor, syndicator, and educator. Having raised millions and a culmination of success in mobile home park investing, Bryce is humbled to have realized the fruits of financial freedom and lives a true freedom lifestyle. Consequently, Bryce has committed to helping others create their own self-designed freedom lifestyle through his education platform at PropertyWorkzUSA.com. Bryce hosts a variety of educational events nationwide. Check out his live workshops, home study courses, and best-selling book "10,000 Miles to the American Dream" at PropertyWorkzUSA.com

(00:01-02:35) Opening Segment

- Introduction of the host into the show

- Alpesh introduces the guest of the show, Bryce Robertson

- Bryce shares something interesting about himself

(02:36-26:04) Real Estate Investing Journey and 10,000 Miles to the American Dream

- Why Bryce chose to invest in real estate

- Why mobile home parks stood out to Bryce from other asset class

- Bryce's first mobile home park deal

- Why Bryce wrote the book, 10,000 Miles to the American Dream

- Strategies Bryce use to fund real estate deals

- Why Bryce prefers off-market deals

- How to manage MHP?

- At what point did Bryce decide/think of hiring a property manager?

- Bryce's best deal

- Worst deal and the lesson Bryce learned from it

(26:05-26:21) Break

(26:22-26:31) Second Segment

- Welcoming listeners and guest back to the show

(26:32-34:10) Fire Round

- Will Bryce change the business strategy after Coronavirus?

- Bryce's favorite real estate, finance, or other related books

- Tool or website Bryce recommends

- Bryce's advice to beginner investors

- How does Bryce give back?

- How can Wealth Matters Podcast listeners reach out to Bryce?

(34:11-34:35) Closing Segment

Reach out to Bryce by visiting http://realestatemates.com/ and via email [email protected] 

Ian is a Finance graduate of Virginia Tech. He began his career in the Financial Development Program at Genworth Financial. He then joined Parkway Properties, a Class A Office REIT, as a member of the investments division. During his tenure at Parkway, Ian underwrote over a $1B in acquisitions and dispositions. Ian left to start Archimedes Group with Ryan Narus in Charlotte, NC. They have sourced, participated, and closed over $20,000,000 in deals since 2016. Currently, Ian focuses on growing and operating the portfolio.

(00:01-02:59) Opening Segment

- Introduction of the host into the show

- Alpesh introduces the guest of the show, Ian Tudor

- Ian shares something interesting about himself

(03:00-32:38) Real Estate Investing Journey and How to Be Competitive in Mobile Home Parks

- How and why did Ian get into real estate

- Transition from single-family to mobile home parks

- Ian's first mobile home park deal

- How to find mobile home park opportunities

- The process of cold calling for MHP opprtunities

- How to be competitive in MHP

- Ian's acquisition strategy

- Types of MHP to target

- Ian's strategy for MHP with lots of mobile park owners

- Kinds of MHP to stay away from

(32:39-32:56) Break

(32:57-33:18 Second Segment)

- Welcoming listeners and guest back to the show

(33:19-38:22) Fire Round

- Will Ian change the business strategy after Coronavirus?

- Ian's favorite real estate, finance, or other related books

- Tool or website Ian recommends

- Ian's advice to beginner investors

- How does Ian give back?

- How can Wealth Matters Podcast listeners reach out to Ian?

(38:23-38:47) Closing Segment

Reach out to Ian via email [email protected] and LinkedIn Ian Tudor. Also, feel free to join their Facebook Group Mobile Home Park Mastermind.

Ekaterina Stepanova was born and raised in Moscow, Russia and has immigrated to the United States 13 years ago and has lived in New York since.

Ekaterina is a Founder of Equity Tree (www.equitytree.io), an online platform dedicated to helping commercial real estate investors manage their deals and Investor relations for an affordable price and with educational support throughout the entire investment process.

(00:01-04:51) Opening Segment

- Introduction of the host into the show

- Alpesh introduces the guest of the show, Ekaterina Stepanova

- Ekaterina shares something interesting about herself

(04:35-31:19) Real Estate Investing Journey and Building Wealth Through Collaboration

- How and why did Ekaterina transition from Opera singing to real estate

- Why did Ekaterina chose mobile home parks

- How to build wealth through collaboration?

- "Study your deal like you know nothing."

- How did Ekaterina get to the idea of collaboration

- How to find partners for collaboration

- The process of collaboration

- The key to collaborating

- Ekaterina shares example of how she was able to land a great deal and avoided a bad deal due to collaborations

- Best deal

- Worst deal and the lesson Ekaterina learned from it

(31:20-31:37) Break

(31:38-31:53) Second Segment

- Welcoming listeners and guest back to the show

(31:54-38:59) Fire Round

- Will Ekaterina change the business strategy after Coronavirus?

- Ekaterina's favorite real estate, finance, or other related books

- Tool or website Ekaterina recommends

- Ekaterina's advice to beginner investors

- How does Ekaterina give back?

- How can Wealth Matters Podcast listeners reach out to Ekaterina?

(39:00-39:23) Closing Segment

Brian T. Bradley, Esq. is a leading Educator and nationally recognized Asset Protection Attorney for High-Risk Professionals, Entrepreneurs, Real Estate Investors and Ultra High Net Worth Families. Brian’s goal is to give you peace of mind knowing your assets are safe. Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2015, nominated to America's Top 100 High Stake Litigators List. He also writes and teaches on High-End Asset Protection. Brian has been a featured guest on numerous Investing, Real Estate, Cashflow, Finance, and Coaching shows and presents at various investing summits.

(00:01-04:51) Opening Segment

- Introduction of the host into the show

- Alpesh introduces the guest of the show, Brian Bradley

- Brian shares something interesting about himself

(04:52-35:35) Real Estate Investing Journey and Ins and Outs of Asset Protection

- Does Brian personally invest?

- What is Asset Protection?

- Importance of layering protection

- How does LLC work?

- Types of LLC

- Weaknesses of LLC

- LLC vs DST

- What is a Bridge Trust?

- Importance of Bridge Trust and Jurisdiction

- What happens when someone gets sued?

- Cons of Asset Protection

- How to protect primary residence?

- Asset Protection on Primary Residence

- Cons of Bridge Trust/Foreign Asset Protection Trust

(35:36-35:55) Break

(35:56-36:10) Second Segment

- Welcoming listeners and guest back to the show

(36:11-39:41) Fire Round

- Will Brian change the business strategy after Coronavirus?

- Brian's favorite real estate, finance, or other related books

- Tool or website Brian recommends

- Brian's advice to beginner investors

- How does Brian give back?

- How can Wealth Matters Podcast listeners reach out to Brian?

(39:42-40:05) Closing Segment

Reach out to Brian by visiting www.btblegal.com or email [email protected]