Winning Wealth

Rod Khleif is an entrepreneur, real estate investor, multiple business owner, author, mentor, and community philanthropist who is passionate about business, life, success, and giving back. As one of the country’s top real estate trainers, Rod has personally owned and managed over 2,000 properties. Rod is Host of the Top-Ranked iTunes Real Estate Podcast which has been downloaded more than 13,000,000 times – “The Lifetime Cash Flow Through Real Estate Investing Podcast.” Rod is the author of the #1 best selling book “How to Create Lifetime Cash Flow Through Multifamily Properties” considered to be an essential “textbook” for aspiring multifamily investors.

Text 'Links' to 72345 or go to Rodslinks.com to join Rod's excellent Multi-Family Real Estate Virtual Bootcamp. You can use code 'Wealth' to get it for just $97 (typically $300). The event is January 6th & 7th.

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Timestamps:
0:00 - Introduction
1:30 - How Rod Got Started in Real Estate (An lost $50M)
5:10 - Why Rod Pivoted to Multi-Family
8:25 - How Rod Bounced Back After Losing it All (Create the Hunger)
13:12 - Overcoming Limiting Beliefs
15:04 - How and Where to Focus
17:37 - Play to Your Strengths (and how to overcome weaknesses)
19:22 - The Value of Your Peer Group
21:48 - Smart Asset Capital Ad
23:00 - Approaching Problems and Failures
25:52 - How Important the 2024 Election is for The Health of the Economy
28:35 - How to Capitalize on the Next Crash
30:42 - Rod's Outlook for the Future of Multi-Family Real Estate
35:12 - Why We Stay Away from C & D Class Assets
36:10 - How to Approach Risk Management
38:47 - Rod's Value Add Strategies
41:10 - The Importance of Property/Asset Management
42:24 - The Assets Rod Owns
45:05 - CRE Syndicator
45:58 - The Power of the Fund Model Over Syndication
47:13 - Rod's Definition of Wealth
52:01 - Conclusion & Summary
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Test 'Links' to 72345 or go to Rodslinks.com to join Rod's excellent Multi-Family Real Estate Bootcamp. You can use code 'Wealth' to get it for just $97 (typically $300).

Additionally, you can find all of Rod's free resources and follow him on social media by texting 'Links' to 72345 or by going to Rodslinks.com

Learn more about Rod and his story here

Invest in Deals With Us Here

Syndicate Your First Deal w/ Brock

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Let's make 2024 our best year yet and it all starts with painting the picture of what that would look like (setting goals). In today's episode, we share the 8-step process we follow to set the business and personal goals in our lives. Going through this process is one of the most important things we can do with our time!

A few of our favorite quotes about the Power of Goal Setting:

"The trouble with not having a goal is that you can spend your life running up and down the field and never score." - Bill Copeland

"You are never too old to set another goal or to dream a new dream." - C.S. Lewis

"A goal properly set is halfway reached.'"- Zig Ziglar

"Setting goals is the first step in turning the invisible into the visible." - Tony Robbins

"The future belongs to those who believe in the beauty of their dreams." - Eleanor Roosevelt

P.S. - We appreciate and are rooting for you!! If you ever have questions or just want to connect, don't hesitate to reach out, we always love to hear from you.

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Timestamps:
0:00 - Introduction
1:25 - The Importance of Goals
3:21 - Step One: Reflection
7:43 - Step Two: Establish Who You Want to Be 10 Years From Now
12:39 - Step Three: Reverse Engineer to 1 Year Goals
13:24 - Step Four: Establish What You Will Measure & The Milestones
14:45 - Step Five: Establish Month By Month Action Items
15:40 - Step Six & Seven: Set Target Dates & Consistent Reflection
16:15 - Step 8: Accountability Partner(s)
17:27 - Take What The World Gives You and Tweak As You Go
18:51 - Tell People Your Goals and Your More Likely to Do It
19:54 -The Power of  Leveraging Coaches
21:51 - Reviewing One of Our 2023 Business Goals
24:32 - Setting Daily Goals
25:20 - The Power of Visualization
28:51 - What it Takes to Achieve Your Goals
29:55 - Finding Role Models
34:17 - Most People Spend More Time Planning a Vacation Than Their Life
37:00 - Brock's 10 Year Goals
38:19 - Conclusion (Share & Subscribe)
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Watch this Episode on YouTube

Free Resources and Updates

Syndicate Your First Deal w/ Brock

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Nick Keys is a Principal and Shareholder at The Dickman Company, Inc. He specializes in investment sales, value-add redevelopment, lease negotiation and property valuation. He is an industry leader in Industrial Real Estate Brokerage and has done over $450M in transactions in his time as a broker.

Timestamps:
0:00 - Introduction
1:44 - Why Nick Chose the Industrial Real Estate Space
3:23 - What Makes Southeastern Wisconsin Great for Industrial Real Estate?
6:38 - Advantages of Industrial vs. Other Asset Classes
11:14 - What is a Sale Leaseback Transaction?
13:12 - How Lease Length Impacts Property Value
16:19 - How Nick Built His Business
18:52 - How to Effectively Cold Call & Knock Doors
22:47 - Simple to Understand, Not Easy to Implement
24:47 - Wild Story about How We Met Nick
27:34 - How to Build a Relationship with a Broker (or really anyone)
34:12 - Meal Prepping, Wearing a Suit and Tie, and Time Blocking
40:19 - Opportunities in Industrial Real Estate in 2024
43:00 - Putting a Sale Leaseback Deal Together
45:02 - Building Personal and Professional Goals
48:54 - Making the Jump from W2 to Entrepreneur

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Get connected with Nick on LinkedIn

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Watch this Episode on YouTube

In this video, we'll shareour insights from each of our 10 distinguished speakers, covering a range of topics that will empower you on your journey to success in real estate investing. 

We'll also give you a glimpse into the logistics of organizing such a large event, and how much $$$ we lost in the process... 

Don't miss out on these exclusive insights and experiences. Remember to like, comment, and subscribe for more content like this. Let's continue the conversation in the comments below - what was your biggest takeaway from the event?

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Timestamps:
0:00 - Introduction
2:08 - Scott Lurie
6:30 - Justin Spaulding
10:35 - Capital Raising Panel
13:52 - Bill Ham
17:51 - Ana Karina
20:20 - Financing Panel
25:32 - The VIP Event
26:50 - Tonny Romero
34:30 - Broker Panel
40:36 - Andrew Sallee
49:55 - What We Learned From Hosting The Event
57:50 - How Much $$ We Lost...
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Free Resources and Updates: https://www.winningwealth.co/

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Connect with Geoff on LinkedIn: https://www.linkedin.com/in/geoffstuhr

Michael Hoffman (a.k.a. Mr. Passive) is not your typical passive income guy. As a Human Performance and Longevity consultant by profession, his lifelong pursuit of enhancing human optimization has equipped him with an unwavering commitment to unlocking an individuals' full potential.

Michael started his journey into the passive income game back in 2011 when he invested into a single family home. After dabbling in the short term rental space, Michael decided to go all-in on investing in Vending Machines and building the systems and processes necessary to turn into into a completely passive venture.

Michael has a sharp mind for identifying opportunity and building systems and processes to turn the businesses he owns into passive income streams.

This was an awesome conversation and really opened our eyes to some big investment areas that we had never considered. Thanks for listening!
- Brock and Geoff
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Join Michael's Vending Accelerator Program

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#vendingmachine #vendingmachines #vendingmachineinvesting #vendingmachinebusiness #investing #passiveincome #wealth #2024 #2024investing #passiveincome2024 #realestate #realestateinvesting #systemsandprocesses #business #businessskills

Sam Zell is a legendary deal maker and investor. He was the chairman of Equity Group Investments which was sold in 2007 for $39 Billion, recognized by Forbes as one of the "100 Greatest Living Business Minds" in 2017, holds a place on New York Stock Exchange’s “Wall of Innovators” for his role in building the $1 trillion REIT industry, and also wrote his autobiography,  "Am I Being Too Subtle?: Straight Talk From A Business Rebel which was published in 2017.

"All you need to do is find someone who has achieved what you want and model their behavior" - Richard Branson

This is a first of many Deep Dives that we want to do here on the Winning Wealth channel. We learned a lot by creating this for you and we will have more coming soon!

Who do you want us to do a deep dive on next? What did you take away from this episode? Let us know in the comments below!
- Brock and Geoff

Timestamps:
0:00 - Introduction
1:33 - Early Life
4:55 - Sam Jumps Into Real Estate
7:20 - Calling The Big Crash (Number 1)
9:33 - Pioneering the REIT
12:06 - Calling The Big Crash (Number 2)
15:50 - Sam's Guiding Principles
27:16 - Sam'isms
32:35 - Conclusion

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Buy "Am I Being Too Subtle?: Straight Talk From A Business Rebel" here: https://a.co/d/i7RpL3k

Follow Brock on Instagram: https://www.instagram.com/brockmogensen/
Connect with Geoff on LinkedIn: https://www.linkedin.com/in/geoffstuhr/

Syndicate your first real estate deal with Brock

Updates and Other Resources

Dylan Marma is the CEO of The Requity Group, a real estate investment company that focuses on seizing opportunities and applying operational excellence to niche markets.
 
Dylan’s philosophy centers on the strategic selection of deals, the cultivation of exceptional talent, and the integration of technology-backed systems to ensure robust risk-adjusted returns in the real estate domain.

This was an awesome conversation that we are excited to share with you. Here are some of our key takeaways:

1. You can read all you want, but true learning comes form doing
2. Relationships are the core of any deal and business. Target and maintain relationships as much as you would target any deal.
3. Getting the people right in your business is crucial and building a great culture comes down to great communication and eliminating bureaucracy. 

You can follow and keep connect with Dylan here on X

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Invest with Smart Asset Capital

Raising capital is an essential skill for scaling in business. In this episode, we walk through the step by step process we have followed to build our commercial real estate syndication fund, Smart Asset Capital, to $25MM in AUM.

By no means to we know everything in this realm, but this is what we have learned from our past mistakes and successes and is the exact process we follow when raising money in for our deals today.

What tips did we miss? How do you approach this process differently than we do? What questions do you have on this subject?

Let us know down in the comments, we love hearing from you!

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Connect with us on Social Media:
Brock Mogensen
Geoff Stuhr

Get your first Syndication Deal with Brock:
https://www.cresyndicator.io/

Adam McCarthy is a serial entrepreneur and investor located in Milwaukee, Wisconsin. He is our business partner at our commercial syndication fund, Smart Asset Capital, and the owner of a residential brokerage and property management company, Smart Asset Realty.

Adam has a true 'American Dream' type story and phenomenal advice for the listeners out there who want to learn from someone who is doing work they love and living a life of freedom and abundance.

The key takeaway from our conversation: Work Harder. It's easy to say we want something, but there is no cheating the work that it is going to take to get there.

Adam is one of the 10 speakers at our first ever Winning Wealth summit here in Milwaukee, Wisconsin on September 29th and 30th. We have a few tickets left and you can get yours at https://www.winningwealth.co/

Thank you to Adam for spending some of his time with us and to all of you for being here. We'll see you all soon.

- Brock and Geoff

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Adam's Businesses
- Smart Asset Realty
- Smart Asset Capital

Connect with us on Social Media:
Brock Mogensen
Geoff Stuhr

Get your first Syndication Deal with Brock:
https://www.cresyndicator.io/

Investing in coaching is the fast forward button to getting to your goals. We have spent over $100,000 on coaching, mentorship, and masterminds and in this episode of Winning Wealth, we summarize what our big takeaways are from this investment.

In this episode, you will learn:

1. The different kinds of coaching that you can invest in and we recommend
2. The importance of seeking guidance from experts and how it can accelerate your growth.
3. Tips on selecting the right coaching program and getting the maximum return on your investment.

Thanks for being here and we'll see you in the next episode of Winning Wealth!
- Brock and Geoff

P.S. We are hosting our first ever Winning Wealth summit here in Milwaukee, Wisconsin. We have 10 of the biggest real estate investors in the state coming to share their experience and advice. You can get your tickets at https://www.winningwealth.co/

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Want to work alongside Brock to syndicate your first real estate deal? Visit https://www.cresyndicator.io/ for more information!

Connect with us on Instagram:
@brockmogensen
@geoffstuhr

You can watch this podcast at our YouTube Channel @winningwealth