Zen and the Art of Real Estate Investing

Physicians who invest in real estate are uncommon. Instead, they tend to invest in the stock market--a more passive form of investing. Today's guest took a different path, actively investing in real estate and pursuing financial freedom.

On today's episode of Zen and the Art of Real Estate Investing, Jonathan digs into Dr. Lindsey Duguet's real estate investing journey. Lindsey is an ER physician, wife, mother of three small children, and a successful investor. Lindsey and her husband, Michael, got their start in real estate when Lindsey moved into an attending physician position and her income jumped significantly.

Jonathan and Lindsey explore how she and her husband scaled their investments over the past five years, why it's important to be solution-oriented and have grit in real estate and the difficulties they initially faced when they purchased properties in a D neighborhood. Additionally, she outlines what she looks for in masterminds and meetups, how she and her husband locate investment properties, and her shift into multifamily assets. You'll also hear why they branched into out-of-state properties, the power of choice she loves about having another income stream, and their next goals for their business.

Lindsey Duguet has a busy full-time career and a young family, but she and her husband made investing one of their priorities, and it's paying off in spades. If you want to hear how to do the same, tune in for more of Lindsey's advice on balancing family, work, and investing.

In this episode, you will hear:

• Lindsey Duguet's entry into real estate alongside her husband when she became an attending physician
• Why she believes many doctors are stock-heavy instead of investing in real estate
• The scaling of her investments over the past five years and what she attributes their success to
• Their first property and how they positioned it as a high-demand rental
• The importance of being solution-oriented and having grit to succeed in real estate
• The difficulties in hiring contractors and managing properties in D neighborhoods
• How having their first four properties near each other helped from a management and proximity standpoint
• Lindsey's qualifications for choosing masterminds and meetups and when she implemented those into her real estate investing plan
• The methods Lindsey and her husband use to find properties
• Why she began targeting multifamily properties
• The advantages of out-of-state properties and what caused her and her husband to branch out
• What Lindsey loves about offering advice to others about real estate investing
• The power of choice that comes from having another income stream
• Why the lack of an immediate return has been the most challenging part of this journey
• The properties Lindsey and her husband own out of state
• How Lindsey's husband Michael achieved real estate professional status
• The next goals for their real estate business
• Making time for real estate investing with a full-time career and three small children

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If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at http://www.trustgreene.com/podcast/zen/098 to download it.

Supporting Resources:

Cloverkey Capital website - www.cloverkeycapital.com

Find Dr. Lindsey Duguet on Facebook - www.facebook.com/profile.php?id=9384125

Lindsey's Instagram profile - www.instagram.com/docduguet

Connect with Lindsey on LinkedIn - www.linkedin.com/in/lindsey-duguet-ba177388

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/StreamlinedReal

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

A good reputation in the real estate world is an indisputable advantage as an investor. It's imperative if you're focused on your local market.

On this episode of Zen and the Art of Real Estate Investing, San Antonio investor Aaron Bihl sits down with Jonathan to discuss how building a reputation as a trustworthy buyer in the San Antonio market has helped keep his business on top. Aaron got his start in the real estate business in 2018 after a stint in the oil and gas industry. He is one of the owners of Murphy Home Buyers in San Antonio, Texas, and is an avid home flipper, acquiring about ten homes a month.

Jonathan and Aaron begin their conversation with what initially drew Aaron to real estate. He explains why he hired a coach when he moved into the investing arena and what made that expense worthwhile. They discuss why an investor's reputation matters when you're focused on buying and selling locally, what he likes about mobile home flips, and why sellers turn to Murphy Home Buyers instead of a real estate agent. Jonathan also asks Aaron to outline his marketing strategy, the value of being "real" instead of putting a highlight reel out, and how the current state of the market has impacted his business.

If investing locally and staying in your home market is your goal, Aaron Bihl's insights will give you some hard-earned wisdom to consider if you want to become the go-to homebuyer in your area.

In this episode, you will hear:

• Aaron Bihl's path to real estate from a job he didn't love and exposure to Bigger Pockets.
• Why real estate appealed to Aaron and what he learned from his first few deals
• Hiring a coach, learning to build a brand, and why having a coach helped him get to the next level
• The importance of being a local and building trust in the community
• The return on flipping mobile homes versus the time they require and what Aaron finds appealing about them
• His focus on single-family homes and what sellers are looking for from straight buyers or wholesalers
• The value of building trust with sellers and offering them convenience
• How being omnipresent and evergreen in the local market keeps Aaron at the forefront of people's minds when they need to sell
• Being authentic and not just displaying the highlight reel of real estate
• The current state of the real estate market and its impact on Aaron's business
• The biggest challenge he's facing in the San Antonio market right now

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at http://www.trustgreene.com/podcast/zen/097 to download it.

Supporting Resources:

Murphy Home Buyers website - murphyhomebuyers.com

Find Aaron Bihl on YouTube - www.youtube.com/@Investwithaaronbihl

Aaron's Facebook page - www.facebook.com/investwithaaronbihl

Aaron on Instagram - www.instagram.com/aaron.bihl

Connect with Aaron Bihl on LinkedIn - www.linkedin.com/in/aaron-bihl-b15b261b6

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/StreamlinedReal

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

For many new real estate investors, land is almost an afterthought. Instead, they focus on house flips, single-family residences, or even multifamily properties. However, for those who need a low barrier of entry to real estate investing, land could be the foundation for building your portfolio.

On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes guest Travis King to the show. Travis is a practiced land flipper and, along with his wife Becca, has completed hundreds of land flips. Today, he operates a coaching and educational service business for others who want to get into land investing. Travis has done over 1,000 one-on-one coaching calls and has the expertise to guide individuals interested in investing in land.

Jonathan and Travis start their conversation by exploring what drew Travis to land versus other asset types. The low entry barrier for land investing initially drew him to it. Still, Travis quickly discovered the magic in subdividing land and how easy the Internet made it to find parcels available for purchase. They cover Travis King's favorite property types, what he recommends for starting your land investing search, and what he calls the triple play. Finally, Travis explains how he leverages his land business to invest in other asset classes and teaches others to do what he does.

If you find land intriguing and want to start investing without needing a lot of extra cash, this is the show for you!

In this episode, you will hear:

• Travis King's introduction to land deals as a kid and how that led him to real estate investing
• How layoffs at his W-2 job caused Travis to realize he needed to build an income stream outside of an employer
• His first land investment, the low barrier to entry, and how it propelled him into bigger deals
• Why Travis didn't want to start real estate investing with more than $500 or $1,000
• The challenges he faced as he got started and when he decided to find outside capital
• The magic of subdividing and land's similarities to other assets without all the due diligence and landmines
• Finding parcels available for purchase and why the Internet changed how it's done
• Marketing land parcels to find buyers and the benefits of partnering with a real estate agent specializing in land
• What Travis King learned early on in his land career about buying land
• His favorite types of property to purchase
• Travis's recommended ways to begin your land investing search and the ideal market value percentages to look for
• The triple play: capturing equity, forcing appreciation with a subdivide, and interest income from selling it on payments
• How his land business allows him to invest in other asset classes without using W-2 income
• Using agents to build a team approach for buying assets
• Travis's methods for teaching others how to do what he does
• What land has allowed Travis to do in his life and why focus is key

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at http://www.trustgreene.com/podcast/zen/096 to download it.

Supporting Resources:

Travis King's website - travisking.com

Find Travis on YouTube - www.youtube.com/channel/UCwy3Qf-W46misdV-4DR9dQA

Travis's Facebook page - www.facebook.com/landeducator

Connect with Travis King on Instagram - www.instagram.com/_travisaking

Travis on TikTok - www.tiktok.com/@_travisaking

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Lending can be a complicated topic in real estate investing. If you're an investor who prefers multifamily properties, you may want to consider a lender specializing in these assets.

On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Maxwell Wu, founder of Fulcrum Lending and an expert in the multifamily property lending space. Maxwell's decade of varied experience in real estate gives him a unique perspective on the intersection of technology and lending.

Jonathan and Maxwell start their conversation by covering Maxwell's background in real estate and what ultimately brought him to the lending sector. They discuss current market trends, Fulcrum's cashflow-based lending, and Maxwell explains floating rate debt. He also outlines technology's positive effect on lending, the use of cap rates, and the downturn in commercial real estate's impact on lending. Finally, Jonathan and Maxwell discuss the future of multifamily real estate.

If multifamily investing is on your radar, you won't want to miss this episode of Zen and the Art of Real Estate Investing.

In this episode, you will hear:

• Maxwell Wu's varied experience in real estate over the past decade
• What's causing the downturn in multifamily transactions in the current market and the impact on lending
• Floating rate debt, its rise in popularity, and how it's affecting the market today
• Why Maxwell's organization is interested in creating relationships and more collaborative lending situations
• The components of Fulcrum Lending that make it stand out from the competition
• The importance of underwriting in real estate investing
• Understanding your exit opportunities in multifamily assets and the impact of inflation
• Why real estate debt has become more attractive to investors
• Fulcrum Lending's focus on tech and why it enhances the platform in comparison to regular lending
• Competition in real estate and the element of commodification in it
• The role of cap rate in real estate investing and how it changes as the market fluctuates
• Commercial vacancies and what lending looks like right now in that space
• The biggest misconception investors have about lending for multifamily properties
• Where Maxwell Wu thinks multifamily may be going in the next year

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at http://www.trustgreene.com/podcast/zen/095 to download it.

Supporting Resources:

Fulcrum Lending website - www.fulcrumlendingcorp.com

Connect with Maxwell Wu on LinkedIn - www.linkedin.com/in/maxwelljwu

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Getting caught up in the grind of running a business is easy. Real estate investing is no different--especially if you're a house flipper.

On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Tarl Yarber to talk about how he shifted his real estate investing mindset. Tarl has more than 600 home flips under his belt since he began investing in 2011. In 2018, he realized something needed to change because his stress levels were too high and his wealth level was as good as it could be if he kept properties rather than flipping them. Today, Tarl's business model looks much different than it did in 2018, and he and his wife are leading the lives they dreamed of.

Jonathan and Tarl uncover what it's like to shift from house flipper to long-term investor, the difficulties of flipping homes and flipping properties in a hot market with a lot of competition. They also discuss the changing real estate market, why relationships matter as an investor, the role of social media in creating those relationships, and Tarl and his wife's decision to scale back to pursue the lifestyle they wanted.

Tarl Yarber's path to becoming a long-term investor is winding, but it ultimately taught him the lessons that contributed to his success. For long-term investment strategies that work, this episode is a must-listen.

In this episode, you will hear:

• Tarl Yarber's self-described role as a recovering house flipper and how his family's financial background influenced his real estate career
• Why he felt compelled to continue the flipping business and his love for wholesale properties
• The differences in rules and regulations for construction in each city and state
• The competition Tarl faced in the housing market from first-time homebuyers and how he's purchasing houses now
• Flipping in the market now with less profit and finding diamonds in the rough
• Tarl Yarber's main focus now and using what his future self would thank him for as a barometer for buying and selling
• His focus on ROI rather than cash
• The three things you need to do real estate and what Tarl's structure offers to those who prefer to be passive investors
• Relationships' role in obtaining private money and the two things that convinced him to create social media accounts for his business
• Identifying the real estate investors and influencers who are blowing smoke
• The tunnel vision that prevents investors from understanding exit strategies or having a backup plan
• The catalysts that caused Tarl to change his mindset around real estate investing and operate his business differently

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at http://www.trustgreene.com/podcast/zen/094 to download it.

Supporting Resources:

Tarl Yarber's website - tarlyarber.com

Connect with Tarl on Instagram - www.instagram.com/tarlyarber

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Strategy is crucial to becoming a successful real estate investor, especially if your goal is building generational wealth.

On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes guest Andrew Freed to the show. Andrew started his real estate investing career in earnest in 2020 with a house hack. He quickly learned which properties worked best for his situation, and began tapping equity to accumulate more properties, and today, he has over 100 doors.

Jonathan and Andrew cover how Andrew purchased his first investment property, the value of the relationships he created in the Bigger Pockets forums, and why he believes in the power of meetups. You'll also hear why he doesn't invest in flips, how Andrew finds deals, and the two biggest lessons he learned from masterminds. Finally, Jonathan asks Andrew to explain how social media has been instrumental to becoming an investor, how podcasts have influenced him, and the one piece of advice he'd give to people who want to invest but are scared.

Jonathan's in-depth conversation with Andrew answers the questions beginning investors often have and how you can overcome your fears.

In this episode, you will hear:

• Andrew Freed's early exposure to real estate through the Monopoly board game
• Why Andrew didn't believe real estate investing was possible until 2020 when he began with a house hack using a HELOC from his first condo
• His introduction to Bigger Pockets, his "aha" moment, and the other resources that influenced his journey
• Filtering through the noise in the Bigger Pockets forums, creating reciprocity in relationships, and finding a mentor
• How Andrew ranks the importance of meetups in introductions to other real estate investors
• Growing meetups and why it takes time
• Andrew Freed's intentional decision to invest in real estate for long-term holds
• The reason he stays away from flips to make the most efficient use of his time
• His unique strategy for finding deals and where he concentrates his investing
• What Andrew's first house hack taught him about being a landlord and that experience's influence on building his team
• The key to creating a good relationship with your tenants
• The two biggest lessons Andrew learned from masterminds and the secret to maintaining consistency
• How he found a deal in New Bedford and raised the money to purchase it
• Social media's instrumental role in Andrew's ability to become an investor and why podcasts are important as well
• The one piece of advice Andrew Freed would give to people who want to invest but are scared
• Personal development in conjunction with business development and why it attracts opportunity

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at http://www.trustgreene.com/podcast/zen/093 to download it.

Supporting Resources:

Freed Ventures website - www.freedventuresllc.com

Andrew Freed on YouTube - www.youtube.com/channel/UCaYHegj_USoGgQ_ZQLESSnQ

Connect with Andrew on Facebook - www.facebook.com/afreed2

Andrew Freed's Instagram - www.instagram.com/investorfreed/?next=%2F

Connect with Andrew on LinkedIn - www.linkedin.com/in/andrew-freed-msm

Andrew on Bigger Pockets - www.biggerpockets.com/users/andrewf367

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

You've gathered all the investing information. You know what asset classes you want. You're ready to pounce on some property deals. But before you jump in, have you ensured you're legally protected?

On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Scott Royal Smith, founder of Royal Legal Solutions in Austin, Texas. As an attorney, Scott knows how important it is to safeguard your assets and equity with various forms of legal protection. Leaving your investments unprotected can leave you vulnerable to losing the wealth you've worked so hard to create.

Jonathan and Scott dive into their conversation by explaining the differences between an LLC and a series LLC. Scott elaborates on the mistakes people frequently make with living trusts and how you can avoid them by hiring people to help you with the details. He emphasizes why building wealth is boring 95% of the time, outlines how most wealthy people manage their wealth, and details the ins and outs of LLCs and series LLCs. You'll also hear why Scott approaches California real estate with Delaware Statutory Trusts (DSTs) and what prompted him to start a law firm focused on real estate. Finally, Scott reveals the asset classes working well in the current real estate market, the entrepreneurial skills investors need, and what skilled professionals can do to help you protect your assets.

Learning more about LLCs and series LLCs doesn't have to be complicated, and Scott Royal Smith masterfully breaks it down so you can grasp their importance in your wealth-building strategy.

In this episode, you will hear:

• What investors are missing when it comes to protecting themselves from a legal standpoint
• The most common errors Scott Royal Smith spots from mid-range investors who form LLCs
• The biggest mistake people make as they're building an estate plan
• What a living trust is, why you may want one, and how you can use it to transfer real estate to your kids
• Why the path to wealth is very predictable and often boring
• The trick Scott uses to alleviate the boredom of scaling your wealth and business
• The importance of hiring professionals to help you who have made money the same way you make money
• The two types of LLCs and what each one can do for you
• When Scott recommends using a Delaware Statutory Trust (DST)
• How working primarily with real estate investors has helped him bring in more investors and get more referrals
• Scott's initial investments and what he's investing in today
• The asset classes that look good for portfolio building right now from a legal standpoint
• The steps Scott recommends taking before your investing starts
• How real estate investing has changed since the pandemic from Scott's perspective
• Taking action and making something happen

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at http://www.trustgreene.com/podcast/zen/092 to download it.

Supporting Resources:

Royal Legal Solutions website: royallegalsolutions.com

Find Royal Legal Solutions on YouTube: www.youtube.com/c/RoyalLegalSolutions

Scott Royal Smith on Facebook: www.facebook.com/ScottRoyalSmithRLS

Royal Legal Solutions on Instagram: www.instagram.com/royal.legal.solutions

Connect with Scott on LinkedIn: www.linkedin.com/in/scott-royal-smith

Find Regal Legal Solutions on Twitter/X: twitter.com/royal_legal_law

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Wealth creation includes real estate more often than not. Knowing how to navigate taxes and understanding the asset classes available to you is an important component of wealth-building.

On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Frank Hanna, Jr., founder of Revolution Exchange. Revolution Exchange provides comprehensive analysis, tailored programs, and turnkey solutions for tax-free exchanges. The team is focused on real estate investors as a wealth management company, and Frank also has a history in real estate.

Jonathan and Frank dive into his early exposure to real estate through his parents, why Frank favors multifamily properties for investment, and what a triple net lease is. They cover the benefits of triple net leases, the reason COVID acted as a litmus test for them, and Frank's thoughts on diversifying your investment portfolio. Jonathan also explores Delaware Statutory Trusts (DST) and 1031 exchanges as tax breaks with Frank.

Leveling up your investment portfolio doesn't have to be complicated, and Frank Hanna, Jr.'s expertise offers some ideas you may not have previously considered.

In this episode, you will hear:

• The first thing Frank Hanna, Jr. remembers about being involved in real estate
• When he knew he wanted to pursue real estate as a career and why he veered toward multifamily properties
• Triple net leases and what makes them attractive to investors
• The potential losses with triple net leases
• Diversifying as a component of investing, whether in real estate or other asset classes
• Favorable tax breaks in the tax codes for investors and real estate
• The asset classes Frank's company invests in and how he helps his clients choose what they want to be in
• How e-commerce is impacting demand for particular types of real estate
• The asset class he's recommending the most in this real estate market
• Self-storage's appeal and why it performs well even in a bad economic climate
• When Frank Hanna, Jr. uses 1031 exchanges and what makes them beneficial to investors
• The Delaware Statutory Trust (DST) and what makes it appealing to investors
• The asset classes Frank finds interesting right now
• His lessons in wealth management from the 2008 real estate crash
• Who the most successful investors are, and what they do that other people are failing at
• Frank's advice for someone who wants to get into the investing game

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at http://www.trustgreene.com/podcast/zen/091 to download it.

Supporting Resources:

Revolution Exchange website: www.revxwealth.com

Find Revolution Exchange on Facebook: www.facebook.com/RevXWealth

Connect with Revolution Exchange on Instagram: www.instagram.com/revxwealth

Revolution Exchange on LinkedIn: www.linkedin.com/company/revolutionx-asset-management

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Main Street mixed-use real estate's popularity continues to rise. More and more young families and empty nesters are choosing to live near their growing downtown areas, making it a prime location for real estate investors.

On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Katie Neason to talk about downtown revitalization in real estate development. Katie is based in Bryan, Texas, and is a real estate investor and downtown developer who matches her profits and passion with build-to-suit and mixed-use real estate that transforms small-to-midsize markets into locally fuelled powerhouses of sustainable growth.

Jonathan and Katie begin their conversation by diving into Katie's exposure to real estate investing in the '80s when her parents lost everything. She explains what she learned from that and what ultimately led her back to real estate development. You'll hear what fuels her passion for downtown revitalization, who should consider investing in downtown development, and why COVID showed us how vital a downtown area is to a community. Katie also shares how she overcomes resistance to downtown redevelopment, gentrification, and mixed-use development challenges, and getting the community involved in your efforts.

Katie Neason's experience and passion for downtown revitalization shine through as she unpacks all you need to know about it with Jonathan.

In this episode, you will hear:

• The one thing Katie Neason learned about real estate when her parents lost everything in the '80s
• How she learned about real estate development and what prompted her to jump into business for herself
• Katie's fascination with why some people are successful and some aren't
• The two biggest lessons she learned about real estate and where they came from
• What urban infill redevelopment is and the three pieces to having a successfully revitalized town
• The two things Katie looks for when she's considering whether or not to invest in a town's downtown
• Where Katie is focusing her redevelopment efforts and her passion behind it
• The lack of a blueprint to revitalize downtowns when Katie started and how she started the process
• How she deals with blowback from other real estate agents and developers
• Getting around the hard sales and creating unique properties in the downtown area
• Following historic preservation rules and why she avoids purchasing those properties
• The two biggest demographics buying downtown properties and gentrification's impact on the community
• Investors' interest in mixed-use developments and its challenges
• Who Katie Neason primarily works with, and why she has build-to-sell and build-to-rent properties
• How she's helping other people go through development steps in their own towns
• The most gratifying part of this process for Katie

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at http://www.trustgreene.com/podcast/zen/090 to download it.

Supporting Resources:

Katie Neason's website: KatieNeason.com

Connect with Katie on Instagram: www.instagram.com/katiedevelops

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Former military members often struggle with what career to pursue when they exit military service. Many discover a path in real estate investing that can help them find stability and a new career.

On today's episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Buddy Rushing, co-founder of White Feather Investments, to talk about his mission to educate and empower military members to achieve financial freedom through real estate investing. As a former Marine, Buddy understands the process of leaving the military and why many servicemen and servicewomen find it challenging.

Jonathan and Buddy dig into how Buddy and his wife Kimberly started their investing journey, the importance of having something to look forward to when he came home from deployments, and his desire to change the legacy of poverty in his family. As the conversation continues, Buddy shares how the house he bought as an investment during the 2008 crash lost half of its value, why he held on to it and didn't lose hope, and what he learned from the experience. Buddy explains that his wife made the call to forgo their wedding and put that money into an investment property instead. Finally, you'll hear how he and his wife coach and train former military members to succeed post-military in real estate investing.

This inspiring episode is full of hard-earned wisdom you won't want to miss.

In this episode, you will hear:

• How a reconnaissance mission in Afghanistan caused Buddy Rushing to read the book "Rich Dad Poor Dad" and introduced him to the concept of real estate investing
• The familiar story of a degrading lifestyle post-military and why it doesn't have to be that way
• The permission "Rich Dad Poor Dad" gave Buddy to dream and believe he could change his family's legacy of poverty
• His first property investment amid the 2008 housing crash, its low appraisal, and what he learned from that experience
• Buddy's realization that to create financial freedom, he had to develop more positive income streams
• How he and his wife bought their next income property by forgoing their wedding plans
• The real estate education and action that moved Buddy and his wife forward with their investments
• The difference that a supportive spouse can make in the real estate investment journey
• Two fundamental principles Buddy teaches people about real estate investing
• The importance of prioritizing your time to build wealth
• How he and his wife transitioned their first couple of investments into an investment business
• Why the relationships you make are the greatest natural resource you have access to
• What Buddy and his wife's company, White Feather, does
• How he's handling the current real estate market
• The methods Buddy is using to find deals

Follow and Review:

We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.

If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at http://www.trustgreene.com/podcast/zen/089 to download it.

Supporting Resources:

White Feather Investments website - www.whitefeatherinvestments.com

Find Buddy Rushing on YouTube - www.youtube.com/@buddyrushingofficial

Get in touch with Buddy on Facebook - www.facebook.com/edward.rushing.69

Buddy's Instagram account - www.instagram.com/buddyrushing

Connect with Buddy Rushing on LinkedIn - www.linkedin.com/in/edward-rushing-4b25694

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - [email protected]

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.