WealthGenius Podcast

In this episode of the Wealth Genius Podcast, host Alfonso Cuadra sits down with Devin and Tracie investor duo from the WealthGenius community to discuss what’s really happening in Alberta’s real estate market right now.

Together, they break down why more investors are shifting their attention toward cities like Edmonton and Calgary — and how changing market conditions are creating new opportunities for investors who are paying attention.

From economic fundamentals to on-the-ground investor experiences, this conversation dives into what’s driving momentum in Alberta and why many investors believe this region could continue to outperform other Canadian markets.

Whether you're an active investor or just exploring new markets, this episode offers real insights into how today’s investors are navigating the current landscape.

👇 In this episode, you’ll learn:

• Why Alberta continues attracting investors from across Canada
• Key trends shaping the real estate markets in Edmonton and Calgary
• How community and mentorship accelerate investor growth
• What new investors should understand before entering these markets
• The importance of taking action in changing market cycles

🎧 Subscribe for more conversations on real estate investing, mindset, and building long-term wealth.

The ultimate real estate education platform awaits you! Find out more here:
https://www.wealthgenius.ai/

Check out our YouTube Channel:
https://www.youtube.com/@wealthgenius

Follow WealthGenius on social media:
LinkedIn
https://www.linkedin.com/company/wealthgenius

Facebook
https://facebook.com/wealthgenius

Instagram
https://instagram.com/wealthgeniushq

Twitter
https://twitter.com/wealthgeniushq

The ultimate real estate education platform awaits you! Find out more here:
https://www.wealthgenius.ai/

Check out our Youtube Channel:
https://www.youtube.com/@wealthgenius

Follow WealthGenius on social media:
LinkedIn
https://www.linkedin.com/company/wealthgenius
Facebook
https://facebook.com/wealthgenius
Instgram
https://instagram.com/wealthgeniushq
Twitter
https://twitter.com/wealthgeniushq

In this episode of the Wealth Genius Podcast, Alonso sits down with Ray Punn — a capital markets expert in private equity who helped scale a Canadian real estate platform to $2 billion in assets under management.

Ray breaks down what’s really happening in Canadian real estate right now — from the rise of multi-residential investing to the condo oversupply situation and why private REITs are attracting serious capital.

We cover:

• Why Canada is becoming a renter nation
 • Why smart money is shifting from condos to multi-res
 • The difference between public vs private REITs
 • How institutional investors evaluate deals
 • The power of active management (25+ value-creation levers)
 • Tax-efficient investment structures most investors don’t understand
 • Why diversification still matters — even in private equity
 • Ray’s personal mantra: “Go All In”

If you’re a real estate investor, capital allocator, or someone looking to understand where the next wave of opportunity is — this episode is packed with insight.

Connect with Ray: https://lankin.com/ray-punn/

🎟️ Want to meet operators like this in person?
 Join us at the next Expand event:
 👉 wealthgenius.ai/events

Alfonso loves you. See you at the top.

The ultimate real estate education platform awaits you! Find out more here:
https://www.wealthgenius.ai/

Check out our Youtube Channel:
https://www.youtube.com/@wealthgenius

Follow WealthGenius on social media:
LinkedIn
https://www.linkedin.com/company/wealthgenius
Facebook
https://facebook.com/wealthgenius
Instgram
https://instagram.com/wealthgeniushq
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https://twitter.com/wealthgeniushq

🎟️ Wealth Expo LA is coming FAST — Feb 28 and this special panel episode is your behind-the-scenes preview of what’s happening, who’s speaking, and what you’ll learn.

In this episode, Alfonso and Thomas break down the speaker lineup, the real estate strategies being covered (wholesaling, commercial, property management, multifamily, capital raising, out-of-state investing + more), and why this event is built to be action-first, not fluff.

You’ll also hear directly from several speakers about what they’re teaching — including start-to-finish wholesaling systems, commercial deal breakdowns, tenant + vacancy strategies for 2026, and why proximity + networking can change everything.

✅ Bonus: They share a special promo code that drops tickets to $10 (and you can bring a guest).

The ultimate real estate education platform awaits you! Find out more here:
https://www.wealthgenius.ai/

Check out our Youtube Channel:
https://www.youtube.com/@wealthgenius

Follow WealthGenius on social media:
LinkedIn
https://www.linkedin.com/company/wealthgenius
Facebook
https://facebook.com/wealthgenius
Instgram
https://instagram.com/wealthgeniushq
Twitter
https://twitter.com/wealthgeniushq

In this unforgettable episode of the Wealth Genius Podcast, host Alonso Cuadra sits down with entrepreneur and adventurer Pete Luckett at a breathtaking retreat in the Azores.

Pete shares the remarkable story behind building a farm-to-table retreat from a near-ruin on the edge of the Atlantic, how intuition guided major life decisions, and why the joy of entrepreneurship isn’t the finish line — it’s the building itself.

The conversation spans Pete’s global journey: leaving school at 15, building and selling businesses, immigrating to Canada, growing a company from $300 to 500 employees, and eventually founding one of Nova Scotia’s most successful wineries — all while staying rooted in customer experience, personal brand, and human connection.

This episode is less about tactics — and more about how great businesses, unforgettable experiences, and meaningful lives are actually built.

👇 In this episode, you’ll learn:

• Why Pete chose an off-the-radar island to build a world-class retreat
  
  
  
• How intuition and timing shaped major investments
  
  
  
• What it really takes to build something from nothing
  
  
  
• Why customer experience beats business plans
  
  
  

The power of personal brand and hospitality in a digital world

The ultimate real estate education platform awaits you! Find out more here:
https://www.wealthgenius.ai/

Check out our Youtube Channel:
https://www.youtube.com/@wealthgenius

Follow WealthGenius on social media:
LinkedIn
https://www.linkedin.com/company/wealthgenius
Facebook
https://facebook.com/wealthgenius
Instgram
https://instagram.com/wealthgeniushq
Twitter
https://twitter.com/wealthgeniushq

In this special live edition of the Wealth Genius Podcast, host Alonso Cuadra sits down with Natasha Phipps, founder of Fix Real Estate Group and co-founder of Wellshare, to break down what’s really driving opportunity in Alberta - and how investors can build both security and wealth in today’s market.

Natasha shares her journey from country roots to becoming an integrated real estate operator, combining active investing, passive real estate, property management, and education under one ecosystem. She explains why Alberta’s current boom feels fundamentally different from past cycles, how diversification has reshaped Calgary’s economy, and why following people and dollars matters more than headlines.

This episode also dives deep into accessibility in investing - including why Natasha launched a $5,000 minimum private REIT, how real estate can act as a security blanket (not just a wealth tool), and the importance of integrity, alignment, and never cutting corners when building long-term success.

Whether you’re an active investor, passive investor, or just trying to protect your financial future, this conversation offers a grounded, real-world perspective on where opportunity actually lives right now.

👇 Topics covered include:

• Why Alberta’s housing market is booming (and why this time is different)
• Building an integrated real estate business model
• Active vs passive investing — and why both matter
• Making real estate investing accessible to more people
• Using real estate to create financial security
• Integrity, leadership, and long-term thinking in investing

📍 Recorded live at the Expand Investor Conference
 🔔 Subscribe for weekly conversations on real estate, mindset, and wealth-building
 📅 Learn more about upcoming events: https://wealthgenius.ai/events

The ultimate real estate education platform awaits you! Find out more here:
https://www.wealthgenius.ai/

Check out our Youtube Channel:
https://www.youtube.com/@wealthgenius

Follow WealthGenius on social media:
LinkedIn
https://www.linkedin.com/company/wealthgenius
Facebook
https://facebook.com/wealthgenius
Instgram
https://instagram.com/wealthgeniushq
Twitter
https://twitter.com/wealthgeniushq

On this episode of the Wealth Genius Podcast, Alonso Cuadra sits down with Karen Wilson to talk about what real estate investing really looks like behind the scenes - the wins, the setbacks, and the mindset shifts that turn “almost quitting” into long-term momentum.

Karen shares her origin story, including a shocking early experience involving a fraudulent real estate investing circle, and the biggest lesson it taught her: who you work with matters. From there, she breaks down how she rebuilt her approach, structured early deals with friends (before she even knew what a JV was), and how she’s grown into multiple projects across markets like Prescott and Calgary.

They also get into what it’s like investing as a couple, how Karen pushed past discomfort to start showing up on social media, and the unexpected opportunities that came from simply taking action. Plus: a fun “elephant in the room” moment you won’t miss.

Connect with Karen: https://www.facebook.com/karen.wilson.519171/

The ultimate real estate education platform awaits you! Find out more here:
https://www.wealthgenius.ai/

Check out our Youtube Channel:
https://www.youtube.com/@wealthgenius

Follow WealthGenius on social media:
LinkedIn
https://www.linkedin.com/company/wealthgenius
Facebook
https://facebook.com/wealthgenius
Instgram
https://instagram.com/wealthgeniushq
Twitter
https://twitter.com/wealthgeniushq

In this episode of the Wealth Genius Podcast, Alfonso Cuadra sits down with Andrej Litvinjenko - an investor-focused lawyer who’s helped countless entrepreneurs and real estate investors structure deals, protect assets, and build long-term wealth.

Andrej shares his origin story: leaving the stability of a federal government role to build a law firm designed specifically for business owners - where real estate, corporate, estate planning, and contracts work together under one roof (instead of clients juggling multiple lawyers who never speak to each other).

They also go deep on one of the most important (and misunderstood) topics in real estate investing: deal structures. You’ll learn why GP/LP structures are often the most “elegant” model for larger raises, how limited liability can be unintentionally lost, and why corporations can create different risks for principals and minority investors.

This episode is a must-watch if you’re raising capital, partnering with investors, scaling into bigger projects, or simply want to avoid expensive mistakes before signing anything.

The ultimate real estate education platform awaits you! Find out more here:
https://www.wealthgenius.ai/

Check out our Youtube Channel:
https://www.youtube.com/@wealthgenius

Follow WealthGenius on social media:
LinkedIn
https://www.linkedin.com/company/wealthgenius
Facebook
https://facebook.com/wealthgenius
Instgram
https://instagram.com/wealthgeniushq
Twitter
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In this episode of the Wealth Genius Podcast, Alonso sits down with Sibitain and Insiyah to break down what’s really behind the Expand Wealth Fund—how it was built, why the team chose multifamily as the core strategy, and how everyday investors can participate in a private real estate trust using registered funds (TFSA/RRSP).

They share their origin stories (education → entrepreneurship, corporate finance → investing), the painful lessons that shaped their strategy (including the 2008 shift), and why they believe conservative, cash-flow-first multifamily is one of the most predictable ways to build long-term wealth.

You’ll also learn the difference between public REITs vs private REITs, why private REITs can feel more stable when markets get noisy, and how the fund is structured to give investors diversification without landlord headaches—with a professional team underwriting, acquiring, and managing assets.

If you’re active in real estate, thinking about going passive, or you’ve been sitting on registered funds wondering how to put them to work—this episode is for you.

Learn more about Expand Wealth + book an info session: expandealthfund.com
Explore upcoming Wealth Genius events: wealthgenius.ai/events

The ultimate real estate education platform awaits you! Find out more here:
https://www.wealthgenius.ai/

Check out our Youtube Channel:
https://www.youtube.com/@wealthgenius

Follow WealthGenius on social media:
LinkedIn
https://www.linkedin.com/company/wealthgenius
Facebook
https://facebook.com/wealthgenius
Instgram
https://instagram.com/wealthgeniushq
Twitter
https://twitter.com/wealthgeniushq

What happens when the “old” Ontario investor playbook stops working?

In Episode 84, Alonso sits down with Erwin Szeto - long-time Ontario investor + Realtor (since 2010) who’s had equity in 40+ properties - to talk about why the classic BRRRR-heavy strategy that worked in places like Hamilton and Niagara is getting crushed today… and what smart investors are doing next.

Erwin shares the behind-the-scenes reality of being a landlord in Ontario right now, why he’s been selling down his Ontario portfolio, and what changed his perspective after discovering how institutional-scale systems work in U.S. single-family rentals.

Then the conversation goes deeper: wealth planning (estate + financial planning for real estate investors), the reality of the coming wealth transfer, and why liquidity + diversification matter more than ever - including how Edwin thinks about stocks alongside real estate.

If you’re an investor who feels stuck, tired of tenant headaches, or wondering where to put capital next, this episode is a must-watch.

✅ Like, subscribe, and share this with an investor who still thinks the 2018 playbook will work in 2026.

👉 Connect with Erwin on Instagram: @erwinszeto

👉 Learn about upcoming Wealth Genius events: wealthgenius.ai/events

👉 ExpandWealth Real Estate Fund info session: expandewealthfund.com

The ultimate real estate education platform awaits you! Find out more here:
https://www.wealthgenius.ai/

Check out our Youtube Channel:
https://www.youtube.com/@wealthgenius

Follow WealthGenius on social media:
LinkedIn
https://www.linkedin.com/company/wealthgenius
Facebook
https://facebook.com/wealthgenius
Instgram
https://instagram.com/wealthgeniushq
Twitter
https://twitter.com/wealthgeniushq

🎙Can Canadians actually invest in U.S. real estate without it being a tax/legal/financing nightmare?

In Episode 83, Alonso sits down with Thomas Lorini (dual citizen, investing on both sides of the border) to break down the real story behind Wealth Genius expanding into the U.S. — and why “don’t shut the door” might be the smartest wealth-building mindset for Canadians right now.

Thomas shares:

how he got started with a simple “house hack” in Aurora (before it was trendy),

why he chose Hamilton early as a growth market,

what it was like starting from scratch in the U.S. (no credit, new system),

how he discovered Cleveland and scaled into multifamily,

and the biggest hurdles Canadians face when crossing the border: taxation, legal structure, and financing.

If you’ve been curious about investing outside Canada - or you’re in the U.S. and want to learn how to invest out of state - this episode lays out the framework, the mindset, and the path.

👍 Like, subscribe, and share this with someone who’s been saying: “I’d invest in the U.S… but it sounds complicated.”

👉 Connect with Thomas on Instagram: @realthomaslorini

👉 Learn about upcoming Wealth Genius events: wealthgenius.ai/events

👉 ExpandWealth Real Estate Fund info session: expandewealthfund.com

The ultimate real estate education platform awaits you! Find out more here:
https://www.wealthgenius.ai/

Check out our Youtube Channel:
https://www.youtube.com/@wealthgenius

Follow WealthGenius on social media:
LinkedIn
https://www.linkedin.com/company/wealthgenius
Facebook
https://facebook.com/wealthgenius
Instgram
https://instagram.com/wealthgeniushq
Twitter
https://twitter.com/wealthgeniushq