Cash Flow Connections - Real Estate Podcast

Our guest for today is M.C. Laubscher, who is the President and Founder of Valhalla Wealth Financial, a wealth advisory company. Also, M.C. is the host of a very well-known investment podcast, Cashflow Ninja. The podcast is frequently ranked in the top 100 business podcasts on iTunes. Feel free to check it out in the links below... Today, we discuss some of the pillars of financial freedom from a guest who has spent a tremendous amount of time studying financial education literature, as well as networking with some extremely high net worth individuals and successful business owners. We discuss some of the key take aways that keep coming up when you look at some of the wealthiest families and how you can implement similar strategies to help plan for your own financial future. Sometimes, I think a great way to learn financial educational content is to have a detail-oriented conversation with someone who has spent a significant amount of time focusing on the subject matter. That is exactly what we set out to accomplish today. Also, we discuss an investment strategy which involves utilizing an insurance plan to purchase real estate, which apparently allows you to receive distributions and gains tax-free due to the structure of the plan. It is really a unique structure that I am sure most of the audience is not familiar with. Originally, we intended only to summarize this topic, but I just can’t myself when learning something new. Contact M.C. Directly: http://valhallawealth.com/contact/ Check out M.C.'s podcast: https://itunes.apple.com/us/podcast/cashflow-ninja-w-m-c-laubscher/id1106209658?mt=2 Don't forget to create an account with CFC:https://cashflowconnections.com/accredited-investor-questionnaire/

The topic for today is Controlling Your Future Through Self-Directed Retirement. Unfortunately, self-directed retirement is the most under-utilized investment vehicle in the US. These vehicles allow investors to supercharge their returns by taking full control over their retirement savings. This is only of many reasons I am very excited to get into this topic. First, we are going to discuss what self-directed retirement accounts are, how you can use them, and, more importantly, how you can NOT use them. As you will tell from this interview, creating a SDIRA allows you to invest in virtually anything while maintaining your plan's tax-advantaged status. However, with this power comes great responsibility. Because of this, we want to make sure that we don’t make any major errors, which are usually called “prohibited transactions.” Towards the end of the interview, we discuss some common financial situations and discuss some of the best retirement structures for that situation. However, one thing to keep in mind is that we are absolutely NOT in the business of providing financial advice. Just like every episode, these discussions are for illustrative purposes only, and you should always consult with your CPA before taking action, especially as it relates to Self-Directed IRA funds. Feel free contact our guest Kaaren Hall from uDirect Services: https://udirectira.com/contact-us/ Subscribe in iTunes: https://itunes.apple.com/us/podcast/cash-flow-connections-real-estate-podcast/id1193877994?mt=2 Create a CFC account: https://cashflowconnections.com/accredited-investor-questionnaire/

There has been a tremendous amount of buzz in the Senior Housing space for about two decades, but where can you go to get accurate industry information? Today, our guest is Doug Fullaway, who is the founder of FourteenPlus. Doug is a master of identifying opportunity in the senior housing space. Today, we are going to talk about demographics, market analysis, intricacies of the asset class, and private vs. government pay...and much more! Also, don't forget... If you haven't signed up to be a member at Cash Flow Connections, you are missing out! Create an account today. It is free! https://cashflowconnections.com/accredited-investor-questionnaire/ Make sure to subscribe in iTunes. https://itunes.apple.com/us/podcast/cash-flow-connections-real-estate-podcast/id1193877994?mt=2 Contact Doug Directly: dougfullaway@fourteenplus.com FourteenPlus: https://fourteenplus.com/ Investing in Senior Housing eBook: https://fourteenplus.com/resources/

Today, we are going to get into the details of investing in hard money loans, an important topic that we haven't yet discussed. Investing in debt can play a crucial role when building a portfolio because it allows you to have access to liquidity much faster than typical real estate investment hold periods. Of course, you are also able to receive the benefits of passive cash flow, without the headaches that go along with owning property. Our guest for today is Ajay Mehra, who is the CFO of MOR Financial, which is a hard money lending company based out of Los Angeles, CA. Today, Ajay is going to share with you some of the due diligence items you should make sure are on your checklist, before lending money to a rehabber. Contact MOR Directly: https://www.morfinancial.com/ Don't forget to rate us in iTunes in exchange for free copy of our new self-storage eBook: Little Profits, Big Pockets. https://itunes.apple.com/us/podcast/cash-flow-connections-real-estate-podcast/id1193877994?mt=2

The topic for today is Preparing for the Future: Trends, Technologies, and Economic Shifts in CRE. In this episode, we discuss some of the important changes that are set to take place over the next 5-10 years and these trends should affect your investment strategy. How are self-driving cars going to affect the value of your real estate’s parking lots? What effect will robots and automation have on your investment portfolio? What is going to happen with all of these baby boomers going to do? Our guest, Jeremy Roll, is going to help us answer all of these questions and more. Jeremy is currently an investor in more than 70 opportunities across over $500 Million worth of real estate and business assets. He manages an investor group of over 1,000 investors who are looking for low-risk passive cash flow investments. Contact Jeremy: jroll@rollinvestments.com Subscribe/Review in iTunes: https://itunes.apple.com/us/podcast/cash-flow-connections-real-estate-podcast/id1193877994?mt=2

Should you be investing as if interest rates are about to bounce back to 7%? Historically speaking, how does the current lending environment compare to cycles of the past? How can politicians' incentives impact your portfolio and investment strategy? Today, we are joined by Ethen Penner, Founder and President of Mosaic to answer some of these questions and more. Ethan is a legend in the real estate and finance space due to his 35 years in the industry spent successfully identifying and responding to unseen or poorly understood opportunities. Most consequently, he is credited with being the primary driver in the creation of the Commercial Mortgage-Backed Securities market while at Nomura Securities, for which he received broad recognition including being named one of the U.S. Real Estate Industry’s 100 icons of the 20th century. He is currently focused on providing financing for construction projects but has an extensive background in virtually every type of real estate transaction that exists. In the interview, Ethan shares with us several unique perspectives, as well as a few key suggestions for young real estate entrepreneurs. Ethen can be contacted here: http://www.mosaicrei.com/contact-us/ Ethan's blog can be found here: http://ethanpennermcap.blogspot.com/ Subscribe to our podcast in iTunes: https://itunes.apple.com/us/podcast/cash-flow-connections-real-estate-podcast/id1193877994?mt=2

Virtually every financial planner on the planet agrees that diversification is absolutely critical for the protection of capital. However, both the guest and I believe that true diversification requires doing much more than simply investing in several different stocks. In fact, there are many elements of diversification, even within real estate including passive vs. active investments, amortized vs. non-amortized payment schedules, and the many different asset classes within the real estate sector itself. Not to mention, there are also other aspects of diversification to consider such as planning for principal balances to come over a diverse set of time horizons. If you are in the process of creating, growing, or protecting your investment portfolio, this conversation is certainly going to add a few important tidbits to your perspective on the topic. Contact David directly: david@coerealtor.com David's Real Estate Company: http://www.coerealtors.com/ Subscribe to the CFC Real Estate Podcast iTunes!  itunes.apple.com/us/podcast/cash-…d1193877994?mt=2

Have you ever asked a sponsor how many phone lines their management company is using for a property? How about the number of onsite dumpsters required to keep the property clean? What about the frequency of pest control visits? Most investors don’t pay close attention to these line items, but the reality is that if you have the ability to identify overspending in these areas, purchase properties based on in-place income, and then optimize these activities, you can significantly increase the NOI and sell down the road for significant profits. Today, we have Nikhil Nadhani who has experience overseeing the operations of more than 5,000 multi-family apartments units. In this episode, we take a detail-oriented look at some of these lesser-studied expenses and discuss how small inefficiencies can create the potential for lucrative investments. Subscribe/Rate in iTunes: https://itunes.apple.com/us/podcast/cash-flow-connections-real-estate-podcast/id1193877994?mt=2 Sing up with CFC: https://cashflowconnections.com/ Email: info@cashflowconnections.com

If you have invested in a real estate syndication, you have probably seen a Private Placement Memorandum (PPM) which outlines the risks of the investment, the way in which capital is utilized and distributed, and how important decisions are made. These documents can be extremely detail-oriented 150+ page agreements which are quite intimidating to new investors, as well as real estate veterans. Thankfully, Peter Fischer, a seasoned syndications attorney at Enestein, Ribakoff, LaVina, and Pham, is here to shed some light on the important pieces of these documents so that you can be knowledgeable prior to investing in your next opportunity. Contact Peter directly: pfischer@enensteinlaw.com Peter’s Law Firm: Enestein, Ribakoff, LaVina, and Pham Subscribe to the CFC Real Estate Podcast iTunes! itunes.apple.com/us/podcast/cash-…d1193877994?mt=2

The vast amount of real estate education available focuses on residential real estate, but investors may be leaving money on the table if they don’t consider pursuing commercial properties through syndications. Yes, competing against sophisticated individuals and institutions can be challenging, but investors have the ability to leverage experienced sponsor’s time and expertise with their capital when the crowdfunded (pooled investment) structure. In this episode, we have Reed Goossens, founder of RSN Property Group, explain some of the reasons he loves investing in commercial properties, where the opportunity is right now, as well as some personal stories investors of all difference experience levels can learn from. RSN Property Group: http://rsnpropertygroup.com/ Reed’s Podcast on iTunes: https://itunes.apple.com/us/podcast/investing-in-the-u-s-an-aussies-guide-to-u-s-real-estate/id1071004776?mt=2 Reed’s Podcast on SoundCloud: https://soundcloud.com/an-aussies-guide-to-us-real-estate Contact Reed directly: reed@rsnpropertygroup.com Subscribe to the CFC Real Estate Podcast iTunes! https://itunes.apple.com/us/podcast/cash-flow-connections-real-estate-podcast/id1193877994?mt=2

The grocer-anchored retail investment strategy makes a lot of sense on paper, but has the space become too crowded to find lucrative investment opportunities? We are joined today by Jay Kerner who is the President and CEO of U.S. Realty Partners, a regional commercial real estate operating company and consulting firm focused on high quality retail properties located in the western U.S.  He has over thirty years of experience in the acquisition, operation, development, leasing and management of retail, multi-family, office and mixed use properties. In this episode, we discuss some of the strategies for identifying under-performing retail properties, how to add value to a property by bringing in quality tenants, and we review some of the details of a recent property U.S. Realty Partners purchased in Hawaii. Subscribe in iTunes on your iPhone to get new episodes automatically downloaded! https://itunes.apple.com/us/podcast/cash-flow-connections-real-estate-podcast/id1193877994?mt=2

As it becomes more difficult to find lucrative multi-family investments in today's economic climate, utilizing appropriate leverage and deal structure becomes critical. Also, it is important to identify real estate sponsor's who are willing to wait for unique opportunities, rather than succumb to the urge to take money off the sidelines with less than optimal investment properties. Today, our guest is Jason Post, of Post Investment Group, an opportunistic real estate investment company which predominantly focuses on apartment communities nationwide. Not only has Jason successfully weathered several economic downturns, he has been able to do so while providing a lucrative return to his investors. In this episode, we discuss the state of the multi-family market, what data points to use when making that determination, and how to effectively invest late in the economic cycle.

In this episode, we are joined by Chris Tourtellotte of LaTerra Development. Chris has an extensive background in development and acquisitions and is very knowledgable in many aspects of the real estate space. In this episode we discuss the land entitlement process, which is a unique investment strategy that can be very lucrative, especially in highly desirable markets. LaTerra has taken full advantage of the shift in the market of SoCal since 2009 and is well positioned for the future.

Welcome to the Cash Flow Connections Real Estate Podcast E02. Today we are joined by Michael Episcope, of Origin Investments, to discuss investing in value-add office. Michael has a unique approach to investing and focuses exclusively in growth markets in the U.S. Origin is fast becoming a major player in the office and multi-family space.

Welcome to the Cash Flow Connections Real Estate Podcast E01. In this podcast, we have an incredibly knowledgeable and experienced guest, Jeremy Roll, discuss with us some of the main items he focuses on when conducting due diligence on a commercial real estate investment. In this episode, we discuss mobile home parks, self-storage facilities, retail shopping centers, and multi-family apartments.