Wealth Matters By Alpesh Parmar

Jens is originally from Denmark, where he worked various jobs from a young age. In 1994, he was offered a job in London, and decided to take the leap to explore the world; that job quickly let him to a transfer to the United States where he has lived since 1996.  After a successful career in telecommunications and IT, Jens shifted his focus from being an employee to becoming an entrepreneur. Multifamily real estate investing seemed the obvious choice due to the many benefits, so in 2016 he started investing and is currently the owner of 74 apartment units and mobile home lots in New Mexico and Colorado. After the success as a KP, Jens has co-sponsored multi-family syndications specializing in underwriting, due diligence, capital raising and investor relations. In the last couple of years Jens has raised over $2M for 4 deals totaling over 775 units.  Jens has also passively invested in 14 syndications/private investments, spanning over 800 apartment units, 2,000 mobile park lots and over 6000 storage units plus mortgage note funds and private money lending. 

Questions from the podcast:

Andresa was born and raised in Brazil. She is Lorenzo’s mother and a developer who specializes in full gut renovation projects, new construction and is currently focusing on building medium to larger commercial developments. Andresa is the co-founder of The Real Estate InvestHER® community, a platform to empower women to live a financially free and balanced life.  Andresa has a rental portfolio, comprised of both long- and short-term rentals. She is the founder of “Monarch: Short Term Rentals. Long Term Relationships”, where she helps investors diversify their portfolio by entering the short-term rental arena.

Here are the questions from the podcast:

Peter R. Fischer is a partner with Sklar, Kirsh, LLP, and a member of the Firm's corporate and real estate practice groups. He is an experienced commercial real estate transactional attorney, whose clients include developers, operators, syndicators, private equity providers, investors and lenders.  Peter has closed or supervised transactions totaling nearly $3 billion dollars.

Peter's practice involves all aspects of the real estate industry, including acquisitions, dispositions, equity investments, syndication, fund formation, development, joint ventures, leasing, and financing (including Fannie Mae, Freddie Mac and EB-5 transactions), and he routinely works on transactions involving multi-family, assisted living, construction, industrial, office and raw land, as well as mobile homes and self-storage facilities.  Peter is also an active real estate investor himself, and prides himself on understanding his client’s business, as well as legal needs.

Brett Swarts is the Founder of Capital Gains Tax Solutions and host of the capital gains tax solutions podcast. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations.

Brett is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers on the west coast. His audiences are challenged to lean into multiple capital gains tax deferral strategies, create and develop a tax-deferred passive cash flow optimal timing wealth plan of their own, and execute on this plan so they can create and preserve more wealth.

Questions from the podcast:

Today's guest is Adam Jason, founder of BRRRRinvest.com. In addition to founding BRRRRInvest.com, he is a partner and serve as head of legal for a real estate and agriculture investment firm specializing in emerging market investments based out of Medellin, Colombia. His life has changed a lot in a short period of time, and he credits it to the power of real estate investing and the BRRRR strategy.

Here are the questions for the podcast:

- What is BRRRRInvest.com

- Describe value proposition of BRRRR Invest

- Paid subscription service - what would you say to someone skeptical about buying?

- How can BRRRR Invest benefit newbie investors?

- Are contracts between investor and property manager, investor and contractor and investor and tenants available?

Richard Duncan is the author of three books on the global economic crisis, including the international bestseller, The Dollar Crisis: Causes, Consequences, Cures, which forecast the global economic crisis of 2008 with extraordinary accuracy.

Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as global head of investment strategy at ABN AMRO Asset Management in London, worked as a financial sector specialist for the World Bank in Washington D.C., and headed equity research departments for James Capel Securities and Salomon Brothers in Bangkok. He also worked as a consultant for the IMF in Thailand during the Asia Crisis.

He is now the publisher of the video-newsletter Macro Watch, which can be found on his website:

http://www.richardduncaneconomics.com/

Use Coupon code "Matters" for 50% off subscription to Macro Watch.

Here are the questions for the podcast:

Matthew Gardner is Chief Economist for Windermere Real Estate, sits on the Washington State Governors Council of Economic Advisors; chairs the Board of Trustees at the Washington Center for Real Estate Research at the University of Washington; and is an Advisory Board Member at the Runstad Department of Real Estate at the University of Washington where he also lectures in real estate economics.

Matthew is one of a select number of economists who provide their housing market forecasts to Reuters for their U.S. Housing Market Poll, and he also participates in Zillow’s Home Price Expectation Survey.

We discussed following:

In 2002, Robert wrote the book Timing the Real Estate Market which is the only book ever written that shows investors how to predict the peaks and valleys of real estate cycles with a 85-90% degree of success.

Most notably, Robert’s real estate timing model predicted the top of the 2000-2006 housing bubble within two months of peak prices.

The son of a successful San Diego home builder, Robert worked on his father’s construction sites when he was growing up and to help pay his way through college. He quickly learned that there was far more to real estate than dirt, concrete, lumber and building materials. Early on, he learned that real estate markets are a lot like roller-coaster rides where spectacular climbs are frequently followed by spectacular falls.

Here are the questions I asked during the podcast:

•      How long have you been in real estate?

Yonah is a powerhouse with property owners' tax savings. As Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving tens of millions of dollars on taxes through cost segregation. He has a background in teaching and a passion for real estate and helping others. He’s a real estate investor and host of the new podcast Weiss Advice.

Here are the questions for the podcast:

•         What's your role in the business?

Scott Smith is the owner of and Asset protection attorney at Royal Legal Solutions. We are discussing about Asset Protection strategies for real estate investors.

Here are the questions from the podcast:

•         What do you do?