Passive Income Unlocked

Sujata Shyam

Welcome to Passive Income Unlocked! Your host, Suja Shyam, reached financial independence by the age of 33 solely through investing in Real Estate. She is passionate about bringing the model of Real Estate Syndications to more people. On the show, she interviews experts in the Real Estate Syndication space and chats with them about their stories, their work, and their "WHY." Suja also interviews passive investors and others who provide valuable insights into personal development and growth. Once a week, Suja has a solo show where she discusses industry topics, her own journey to building Passive Income, and more. Please do not expect building passive income to be easy. But please DO expect that it is possible for you! This show aims to educate and inspire, thereby closing the real estate investing gap one investor at a time. Thanks for being here and enjoy the show! read less

431. The Power of Positive Thinking with Matthew Shields
3d ago
431. The Power of Positive Thinking with Matthew Shields
Embracing a positive mindset isn't just a choice; it’s a fundamental step toward a fulfilling and successful life! In this inspiring episode, Matthey Shields opens up about the transformative power of positivity sparked by the personal loss of his father. Matt shares insightful strategies for overcoming adversities, focusing on self-growth, and deliberately choosing positive influences. His journey invites listeners to reflect, embrace positive changes, and explore enriching content, serving as a beacon for those seeking fulfillment and resilience. Explore more insights with Matt on "Invest in Square Feet"!   [00:00 - 05:44] Transformative Positivity: Overcoming Tragedy, Fostering Resilience, and Embracing Growth Matthew Shields shares how his father's tragic loss transformed his previously reserved personality, highlighting the power of positive thinkingMatt underscores the value of focusing on the positives in every situation to foster personal growth and resilience, drawing on his own experiences of loss and failureMatt and Suja advocate for the conscious effort to combat inherent negative thinking, emphasizing proactive approaches to life’s challenges and a focus on positive outcomes   [05:44 - 09:04] Mindset, Self-Improvement, and Nurturing a Positive Environment Matthew Shields emphasizes creating a positive environment by deliberately avoiding negative media and focusing on constructive contentMatt values self-help resources that simplify complex topics and recommends books like "Never Split the Difference"He invites listeners to engage with his podcast "Invest in Square Feet" and connect on LinkedIn   Connect with Matthew:  Linkedin, Instagram and X, visit the website: https://www.investinsqft.com/, Or listen to his Podcast   Key Quotes:  "Focus on the positives no matter how bad or tragic the situation might be because it will help propel you moving forward as you progress through the rest of your life." - Matthew Shields "I realized life is too short to worry about what other people thought of me" - Matthew Shields   WANT TO LEARN MORE? Connect with me through LinkedIn Or send me an email sujata@luxe-cap.com Visit my website www.luxe-cap.com or my YouTube channel Thanks for tuning in!
430. Maximize Your Square Footage ROI with Matt Shields
6d ago
430. Maximize Your Square Footage ROI with Matt Shields
Understanding and adapting to market dynamics is key to entrepreneurial and investment success! Join entrepreneur Matt Shields, who has a wide background in the space, syndicating deals in commercial real estate, as he reveals key business insights and real estate strategies, emphasizing the importance of adaptability, continuous learning, and meticulous property evaluation. Matt sheds light on the crucial role of square footage in property valuation, urging investors to delve deep into property research to avoid common mistakes. He also stresses the value of building strong networks, offering a wealth of advice for aspiring investors. Don't miss it!   [00:00 - 09:00] From Early Tech Innovations to Big-Scale Real Estate: Matt Shields' Entrepreneurial Evolution Matt Shields spoke about his transition from electrical contracting to tech innovation and eventually to multifamily real estate investmentsMatt was at the forefront of app development and IoT, exploring these technologies before they were mainstreamMatt highlighted the crucial role of networking and education in realizing success in real estate investments, crediting his quick advancement to joining a group of investorsHe advocated for the concept of 'going big' in real estate, emphasizing the comparable effort in managing investments regardless of their size   [09:01 - 16:38] Strategizing Scale: Expanding Holdings and Streamlining Operations for Robust Growth Matt discusses scaling to a 275-unit deal and entering new construction with a 24-unit condo buildHe highlights the creation of in-house management firms for better control and multiple revenue streamsRegular team meetings are emphasized for open communication and addressing challenges promptlyMatt also stresses the importance of systematic progress and prioritization for sustainable growth and excellence   [16:39 - 24:51] Evaluating Real Estate Investments: Insights on Square Footage and Value Enhancement Matt emphasizes the importance of square footage in property valuation and asset evaluationHe details the impact of meticulous amenity evaluation on a property's perceived valueThe role of networking in unveiling investment opportunities and insights within the community is stressedHe underscores the need for validating proposed rents to ensure reliable and comparative investment analysis   Connect with Matt: Linkedin, Instagram and X, visit the website: https://www.investinsqft.com/, Or listen to his Podcast   Key Quotes:  "It's better to just do it bigger because it takes just the same amount of work to do a smaller scale." - Matt Shields "Your network is your net worth" - Matt Shields   WANT TO LEARN MORE? Connect with me through LinkedIn Or send me an email sujata@luxe-cap.com Visit my website www.luxe-cap.com or my YouTube channel Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
429. Harnessing Mindset and Action with Cameron Barsanti
Sep 21 2023
429. Harnessing Mindset and Action with Cameron Barsanti
Master Your Mindset, and You'll Master Real Estate! In this episode of "Passive Income Unlocked," Cameron Barsanti, once a struggling actor, shares his journey to real estate success. He and host Suja stress the power of mindset, emphasizing the importance of overcoming doubt, taking action, and celebrating small wins. Cameron's story inspires listeners to believe in their potential and seek guidance from experts in the field. They can connect with him at StorageLife.com to access valuable insights. This episode highlights that with the right mindset and support, anyone can thrive in real estate investing and transform their financial future.   [00:00 - 06:54] Unleashing the Power of Real Estate Cameron Barsanti stresses the crucial role of mindset in real estate investing, emphasizing that knowledge alone isn't enough; action is keySmall wins, akin to fitness progress, are emphasized as confidence boosters on the investment journeyOvercoming fear and doubt in real estate requires gaining knowledge, summoning courage, and taking decisive steps toward one's goals   [06:55 - 10:04] Mastering Real Estate Mindset: Cameron Barsanti's Insights Cameron highlights the importance of shedding self-doubt and immersing oneself in a community of achievers for real estate successThe podcast emphasizes the critical mental shift from "maybe I could do it" to taking action on real estate goalsSmall wins and momentum are discussed as key drivers of progress in real estate investingConnect with Cameron Barsanti at StorageLife.com for self-storage investing insights and guidance from experienced professionals   Connect with Cameron: Linkedin, Instagram or visit the websites: https://www.angelscrestcapital.com/ and https://www.storagelife.com/   Key Quotes:  "When you surround yourself with people who do what you want to do, there's a mental leap: maybe I can do it." - Cameron Barsanti "It's not only about education it's really surrounding yourself by people that are doing it." - Cameron Barsanti   WANT TO LEARN MORE? Connect with me through LinkedIn Or send me an email sujata@luxe-cap.com Visit my website www.luxe-cap.com or my YouTube channel Thanks for tuning in!   If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
428. The Potential of Self-Storage Investments with Cameron Barsanti
Sep 18 2023
428. The Potential of Self-Storage Investments with Cameron Barsanti
Self-storage investments are often hidden opportunities in real estate, offering unmatched potential for both novice and seasoned investors. Explore the dynamic world of self-storage investments with Cameron Barsanti, a self-storage investor and founder of “Angels Crest Capital” and “StorageLife." Learn how he transforms underperforming facilities with strategic upgrades and online visibility. Discover the power of remote management, the art of strategic refinancing, and Cameron's passion to mentor others. With insights from markets like California, uncover the potential of this overlooked real estate niche. Don't miss out!   [00:00 - 07:09] From Hollywood Dreams to Real Estate Realities: Cameron Barsanti's Investment Journey Cameron Barsanti transitioned from an aspiring actor in Hollywood to a successful real estate investor, overcoming setbacks such as a failed movie project that depleted significant savingsCameron's journey into real estate was fueled by leveraging the equity from their home, illustrating a practical starting point for aspiring investorsCameron's venture into real estate was inspired by his wife's father's success [07:10 - 20:04] From Desperation to Domination: Cameron's Self-Storage Success Story Through cold calls and platforms like Craigslist, Cameron excelled at finding deals by understanding sellers' needs and capitalizing on seller financingCameron initially aimed for a 10% cash return but, over time, prioritized equity growth and the broader benefits of real estateDrawn to the opportunity-rich world of mom-and-pop self-storage, he chose this niche over the popular multifamily investment sector [20:05 - 28:33] Unlocking the Value of Self Storage: How to Increase Profits and Manage Remotely Cameron revitalizes undervalued self-storage units with renovations and operational upgradesA key strategy involves recognizing facilities with rent rates significantly below market standards and adjusting them to match demandRemote management is a core aspect of Cameron's approach; local personnel inspect properties weekly, but centralized call centers handle day-to-day operationsCameron's strategy balances long-term holdings with lucrative flips, such as the California property's significant appreciation   Connect with Cameron: Linkedin, Instagram or visit the websites: https://www.angelscrestcapital.com/ and https://www.storagelife.com/   Key Quotes: "We're making our money going in by buying facilities that are way under market when it comes to their rent." - Cameron Barsanti "The more we can give ourselves little victories or challenges, or put ourselves in situations we have to get out of, the more impact that will have on our career." - Cameron Barsanti   Connect with me through  LinkedIn. Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel. Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
427. Steps to success with Rod Khleif
Sep 14 2023
427. Steps to success with Rod Khleif
Unlocking success in real estate isn't just about property and profit; it's a mindset game. Dive into an episode with Rod Khleif, where mindset isn't just a concept; it's the cornerstone of real estate triumph. Rod is back to unveil the secrets of genuine success. In this engaging episode, he delves into the essence of setting crystal clear goals and embracing the journey, not just the destination. Rod underlines the often invisible sacrifices behind major successes, highlighting the crucial need for meticulous planning. But beyond the blueprint, he champions the power of persistent action and celebrating every win, however small. And if barriers arise? Rod's mantra: adapt, refocus, and innovate. Tune in and discover the roadmap to success, inspired by the insights of Tony Robbins and brought to life by Cleef's own rich experiences.   [00:00 - 08:52] 7 Steps to Success with Mindset Master Rod Khleif with inspiration from Tony Robbins Know What You Want: It's essential to have clear, measurable goals with a timeline and understand why these goals are vitalRealize Success is a Journey: It's not about the end game but enjoying and finding pleasure in the processEmbrace Sacrifices: To achieve significant accomplishments, short-term comfort may have to be sacrificedHave a Plan: Every venture, including multifamily real estate, requires a business plan to ensure successTake Massive Action: Consistently act daily, in ways that move you closer to your goalCelebrate Small Wins: Recognize every progress you make, as happiness stems from progress and growthChange Approach When Faced with Roadblocks: If you encounter challenges, refocus on the goal, innovate, and try a different tactic   Connect with Rod through: LinkedIn: Rod Khleif Twitter: @RodKhleif Instagram: @rod_khleif Facebook: Rod Khleif Official YouTube: Rod Khleif Or visit his website: Rod Khleif   Resources Mentioned: Bootcamp coming up in September the 15th through the 17th. Get a discount using the code S U J A www.rodslinks.com   Key Quotes: "If you do hit a wall or a roadblock, you just innovate, change your approach, keep your eye on the goal, and try something new." - Rod Khleif "You're gonna have late nights, early mornings, grinding for a few years like most people won't, so you live the rest of your life like most people can't." - Rod Khleif   WANT TO LEARN MORE?   Connect with me through  LinkedIn. Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel. Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
426. How Mindset And Goals Lead To Success with Rod Khleif
Sep 11 2023
426. How Mindset And Goals Lead To Success with Rod Khleif
How can you make the most of the economic uncertainty? In this episode, Rod Khleif is a multiple business owner and philanthropist who is passionate about business, high performance, real estate, and giving back. As one of the country's top real estate and peak performance luminaries. He has also owned over 2000 properties. Rod Khleif soared from humble beginnings as a young, impoverished Dutch immigrant to incredible success. Rod's experience involves both remarkable triumphs and spectacular failures, which he affectionately calls "seminars:' Rod also founded The Tiny Hands Foundation, which has benefited more than 130,000 children in need.   Rod emphasizes the importance of setting clear goals, making a decision to pursue those goals, taking action in order to achieve success, standing guard at the door to one’s mind in order to keep out negative influences and stay focused on achieving one’s goals, which is key for success in any endeavor.     Tune in as Rod provides advice on how to make the most of the economic uncertainty by setting goals, investing passively, doing due diligence, asking questions, and utilizing goal-setting techniques to manifest what you want in life!     [00:00 - 01:44] Opening Segment Suja welcomes Rod Khleif!Rod is a multiple business owner and philanthropist who is passionate about business, high performance, and real estate   [01:45 - 12:24] How Mindset And Goals Lead To Success The importance of goal-settingCreating a burning desire toward your goalsIdentify and challenge limiting beliefsAsk yourself how to make money so debt is irrelevant    [12:25 - 27:17] Enhance Focus And Play To Your Strengths For Success Meditation enhances focus and is a common practice among successful peopleHe recommends 10-year fixed-rate loans with low loan value for higher returnsInvesting passively requires due diligence and asking the right questionsGratitude is the most powerful emotion to manifest what you want in life   [27:18 - 33:44] Closing Segment Achievement is a science, fulfillment is an art!Closing message     Connect with Rod: Website: Rod Khleif LinkedIn: Rod Khleif Twitter: @RodKhleif Instagram: @rod_khleif Facebook: Rod Khleif Official YouTube: Rod Khleif   Key Quotes: “Your strengths are your greatest assets. Don't try to maximize your weaknesses in our business. We hire a line or partner for our weaknesses.” - Rod Khleif   "You've got to know what it is you want and why you want it, because that's how you push through that fear. And that's how maybe you're comfortable. And the comfort zone is a nice warm place and nothing grows there. So, you've got to have the goals to do that.” - Rod Khleif     WANT TO LEARN MORE?   Connect with me through LinkedIn.   Or send me an email at sujata@luxe-cap.com   Visit my website, www.luxe-cap.com, or my YouTube channel.   Thanks for tuning in!   If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
425. Achieve Longevity In Investing And Entrepreneurship with Sam Silverman
Sep 7 2023
425. Achieve Longevity In Investing And Entrepreneurship with Sam Silverman
How can one stay balanced and emotionally even when pursuing big goals? In this episode, Sam Silverman has been there and done it all, from entrepreneurship to investing, and he shares his advice on staying in a 6-7 range of cautiously optimistic while avoiding the highs and lows that can be emotionally draining. He provides tips for taking a longer-term lens on situations and making up any losses with effort or volume.   He discusses the different ways to maximize productivity while staying within a certain time frame by removing anything from the calendar that causes dread or anxiety.   Tune in and ensure that your schedule is in order to ensure they are not overlooked or neglected in favor of work!   [00:01 - 02:53] Opening Segment Suja and Sam talk about how to stay even keel to achieve longevity in investing Mindset is key to making progress towards goals [02:54 - 04:34] Achieve Longevity In Investing And Entrepreneurship The emotional rollercoaster of entrepreneurship and investing Staying in an even keel range helps with longevity Not getting too excited or too down helps with decision-making Zoom out on things to let certain things not bother you [04:35 - 07:13] Maximizing Productivity While Staying In The 6-8 Hour Range Ask yourself if something will matter in the long run Overestimate what you can do in a year and underestimate what you can do Avoid reacting to things with too much emotion or overreacting Get rid of tasks that you dread doing from your calendar [07:14 - 09:10] Closing Segment Figure out when you are most productive and block it off on your calendar Closing message   Connect with Sam: Website: Silverman Capital Website: Techvestor LinkedIn: Samuel Silverman   Key Quotes: “You overestimate what you can do in a year and underestimate what you can do in five. If you want to look at things in that lens in a few years… Showing too much emotion or kind of just overreacting to things that you may just let slide.” - Sam Silverman   "People always talk about how entrepreneurship is a bunch of highs and lows but that is pretty exhausting. You have to figure out how to stay even keel.” - Sujata Shyam   WANT TO LEARN MORE? Connect with me through LinkedIn. Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel.   Thanks for tuning in!   If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
424. Passive Investing and Shifting Economies
Sep 4 2023
424. Passive Investing and Shifting Economies
Over the last few years, Sam Silverman of Silverman Capital has honed his approach to passive investing, allocating all his non-liquid funds to LP investments. With 50+ deals under his belt, Sam highlights the significance of prioritizing people over deals and shares strategies for evaluating opportunities. With a focus on stability and long-term growth, he emphasizes selecting deals that provide consistent returns and the importance of maintaining liquidity in uncertain times, setting an example for investors seeking reliable opportunities in an uncertain market.   [00:00 - 08:10] The Journey of LP Investing Sam discusses shifting from active real estate management to passive LP investmentsHe showcases the choice between active involvement and strategic investment for generating passive incomeSam's advice focuses on learning from unfavorable experiences to clarify goals   [08:11 - 19:48] Navigating Passive Investments: Strategies and Insights Sam Silverman's focus on reputable operators with growth visions underscores his strategic investment approachSam's shift to fixed debt for stability highlights his efforts to navigate potential rate changesSam's diversified approach encompasses short-term rental funds and cash-flowing properties   [19:49 - 27:42] Sam's Approach to Passive Investing and Economic Adaptation Sam emphasizes ethical operators and growing teams in his LP investmentsMaintaining cash on hand, Sam avoids emotional and financial decisions and waits for opportune dealsSam shares insights on adjusting to economic shifts and staying patient amid changing interest rates and upcoming elections   Connect with Sam: Linkedin or visit the webpages: silvermancapital.co and techvestor.com   Key Quotes: "If I'm in a good spot financially, I can think very rationally versus emotionally and look at deals for both myself and, therefore, my investors." - Sam Silverman "I'm in a place now where I don't need home runs, you know, walks, singles, no strikeouts. Don't lose money, and you'll be totally fine." - Sam Silverman   Connect with me through  LinkedIn. Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel. Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
423. Wisdom inspired by books with Shifra Ansonoff
Aug 31 2023
423. Wisdom inspired by books with Shifra Ansonoff
In this enlightening episode of "Passive Income Unlocked," Shifra Ansonoff reveals the books that reshaped her world. From understanding relationship dynamics in "Give and Take" by Adam Grant to Arianna Huffington's transformative lessons on sleep and mindfulness in "Thrive," Shifra shares invaluable insights. It's more than just reading; it's about balancing ambition with well-being. Dive in to discover a richer, more mindful path to success with Shifra!   [00:00 - 04:22] Insights from the book 'Give and Take' and the Essence of Giving Shifra spotlights the influential book "Give and Take" by Adam Grant, emphasizing its exploration into the behavioral psychology of giving and taking, categorizing people into givers, takers, and matchesDrawing from personal history, Shifra fondly recalls her grandmother's selfless acts during the Great Depression, exemplifying the spirit of a true 'giver' as described by GrantThe discussion emphasizes recognizing over-giving and setting boundaries   [04:23 - 11:19] Balancing Ambition with Mindfulness: Shifra's Insights from 'Thrive' Shifra talks about Ariana Huffington's book, Thrive, which tells the story of how she burnt out at work and ended up in the emergency room due to sleep exhaustionShe dives into the key messages of the book, underscoring the paramount importance of sleepShifra highlights Huffington's belief in fame, fortune, and the essential third pillar: mindfulness. Without mindfulness, life remains unbalancedShifra shares her transformative journey, emphasizing meditation, focused activities, and the value of single-tasking over multitasking for increased presence   Connect with Shifra: Linkedin or visit the webpage: https://www.preqin.com   Resources Mentioned: Books Thrive by Arianna Huffington Give and Take by Adam Grant   Key Quote: "There's got to be a balance. I love to get a full night's sleep and other things that sometimes don't get done, but I just remember that this is good for my overall health, it's good for my mindset, and just for feeling good every day." Shifra Ansonoff   Connect with me through  LinkedIn. Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel. Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
422. The Modern Landscape of Investing with Shifra Ansonoff
Aug 28 2023
422. The Modern Landscape of Investing with Shifra Ansonoff
In the past decade, alternative investments surged from negligible to nearly 20% of institutional portfolios. This episode features Shifra Ansonoff, who heads global customer experience for Preqin, which provides alternative assets data and content as well as solutions. We'll hear from Shifra about macro trends as they relate to the private real estate market and how institutional investors are allocating their portfolios to alternatives. She'll also explain the 'denominator effect,' which has caused a slowdown in the markets due to decreased allocations from institutional investors. Additionally, we'll discuss survey results from more than 150 investors ranging in size from 500 million to 200 billion across the globe. Learn how the current trends in the real estate market are affecting alternative investments and what investors should be paying attention to when considering private real estate investments. Don't miss this informative conversation on private equity real estate investing!   [00:00 - 08:07] Investment Challenges and the Nuances of Private Equity Valuation Shifra Ansonoff, from Preqin, emphasizes the firm's dedication to alternative assets and shares her vast experience in customer experience managementShifra points out the challenges of 2022, including geopolitical issues, inflation, and a tough year for the U.S bond marketA decline in public equity values led to an inadvertent rise in the proportion of alternative assets, causing a pause in further investmentsShe sheds light on the complexities and skepticism surrounding the valuation of private equity investments   [08:08 - 17:27] The Rise of Alternatives and the Evolution of Real Estate Preferences Shifra highlighted the significant returns possible in alternative investments, citing examples like AmazonShe talks about Data predicts rapid growth in venture capital, infrastructure, and private debt, with private real estate expected to reach 2.14 Trillion by 2027Despite some pessimism, sectors like multifamily housing, storage, and senior housing offer promising investment avenuesThe rise of remote work has shifted living preferences, moving focus from cities like New York to areas such as Austin, Texas   [17:28 - 27:10] Alternative Investments, Office Trends, and the AI Revolution The traditional 60-40 equity-fixed income portfolio model is evolving, with alternatives now accounting for 10-20% of investment portfoliosShifra highlights the need for enhanced investor education because of the rise of Venture Capitals as mainstream investmentsA significant debate ensues about the future of office spaces, with mixed reactions to returning to physical work environments despite major firms' investmentsWhile the transformative potential of AI in investments is acknowledged, Shifra caution is advised against its unchecked reliance   Connect with Shifra: Linkedin or visit the webpage: https://www.preqin.com   Key Quotes: "The shift towards alternatives isn't just a trend; it's a paradigm change in investing." - Shifra Ansonoff "What goes up comes down and vice versa. Be prepared and take advantage of opportunities before the tide turns." - Shifra Ansonoff   Connect with me through  LinkedIn. Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel. Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
421. Teaching Children About Money with Tad Fallows
Aug 24 2023
421. Teaching Children About Money with Tad Fallows
How do we teach our children the true value of money without letting wealth overshadow personal worth? In an engaging dialogue on childhood financial literacy, Tad sheds light on the balance between teaching kids about money and not overemphasizing wealth. Using relatable analogies and real-life stories, he underscores the importance of honest conversations and encourages parents to delve into the deeper concerns behind their children's queries about wealth. Tad also emphasizes the distinction between personal worth and monetary value, citing roles like teaching as vital yet often undervalued. Tune in to gain insights into fostering a healthy financial perspective in children!   [00:00 - 07:40] Teaching Financial Responsibility Tadd Fallows talks about teaching his children about money.Tad discusses the "Three Generations Theory, where the first generation amasses wealth through hard work, the second generation benefits from it, but the third often dissipates itTad discussed how to provide children with the benefits of wealth while still instilling values of hard work and gritTad exposes his children to real-world financial scenarios for understandingTad gives his children an allowance that they can save, spend, or donate to charity, offering them early lessons in managing money   [07:41 - 12:47] Decoding Kids' Money Questions: Wealth, Worth, and Family Values Tad underscores the importance of offering children a genuine understanding of money, cautioning against oversimplified or unrealistic explanationsHe centers on aligning monetary decisions with family valuesTad emphasizes that financial wealth doesn't equate to a person's societal or personal value   Connect with Tad: Linkedin or visit his webpage: https://www.longangle.com/ E-mail: tad@longangle.com     Key Quotes: "Giving them that gift of confidence is vital. I would say that for the majority of us in the overall population, who aren't discussing those kinds of money, it's about giving people, or children specifically, accountability and responsibility early on" - Tad Fallows "A lot of parenting is just being this sort of heavy-handed moralizing and telling them what you think because I I think they are listening." Tad Fallows     WANT TO LEARN MORE? Connect with me through LinkedIn. Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel. Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
420. Unlocking Alternative Assets with Tad Fallows
Aug 21 2023
420. Unlocking Alternative Assets with Tad Fallows
Ever wondered about the allure of private credit, especially in our rising interest rate environment?  Join Tad Fallows, Managing Director of Long Angle and an expert in the alternative assets space, and elucidate why lending to enterprises, not just individuals, is the next big thing. Uncover the thrill of fetching 12% interest rates, spiced up with equity warrants, his investment thesis and approach to real estate, asset allocation, raising kids with wealth, and building a collaborative online discussion community.   [00:00 - 11:04] Beyond Real Estate Syndications Tad Fallows of Long Angle detailed his shift from a software startup to leading a high net worth investment communityTad underscores diversification, emphasizing the value of private credit in sectors like cannabisHe points to the potential in secondary shares, offering quicker ROI through discounted purchasesTad suggests the current market might be ripe for venture capital investments despite their risks   [11:05 - 22:05] [highlight=rgb(247, 247, 248)]The Modern Landscape of Alternative Investments Diversification now spans from real estate to areas like royalty streams and aging spiritsPrivate credit covers real estate loans and niche high-return lendingSearch funds, often led by business grads, aim for 30-35% annual returnsAccess to search funds is largely based on relationships and sponsor reputation   [22:06 - 35:12] Search Funds and Diverse Investment Strategies The concept of search funds was underscored, emphasizing its potential for significant investor returns, as demonstrated by Stanford's studyFor broader diversification, investors can consider sponsors that aggregate multiple search funds, leveraging their expertiseThe distinction between early-stage and late-stage VC investments was clarified, with big data providing insights into potential high-growth companiesThe sensitivity of real estate to interest rate fluctuations was highlighted, emphasizing its unique position compared to other assets   Connect with Tad: Linkedin or visit his webpage: https://www.longangle.com/   Key Quote: "The only way you really make your total returns work in this early-stage venture world is to have things that are 10 X or above because most of them are going to zero, so you need a handful of these unicorns that are really driving your whole portfolio" - Tad Fallows   WANT TO LEARN MORE? Connect with me through LinkedIn. Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel. Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
419.  Knowing your Purpose and your Why with Franco Perez
Aug 17 2023
419. Knowing your Purpose and your Why with Franco Perez
Success is measured not just in numbers but in the lives transformed along the way! Franco Perez, a mobile home and park management expert, unveils the heart of purpose-driven real estate. He shares his journey from a dissatisfying career as a real estate agent to a fulfilling path centered on helping families achieve homeownership. Franco's passion for positive impact over profit drives his commitment, leading to success despite challenges. This episode highlights mobile home parks as a gateway to wealth building and emphasizes the profound influence of purpose in creating lasting community change. Franco's story encourages listeners to prioritize purpose and impact in their real estate endeavors, inspiring a better future for all.   [00:00 - 06:24] Inspiring Financial Security and Community Impact Franco helps people own mobile homes and manages mobile home parksHis purpose is to build something that will help someone in his shoes back thenFranco highlights mobile home parks as a way to build wealth through ownership, aligning with his commitment to fostering financial stability   [06:25 - 11:07] Franco's Purpose-Driven Path in Real Estate Franco's career shift from real estate agent to mobile homes stemmed from a desire to assist those lacking resources, emphasizing meaningful impact over wealthDespite initial financial struggles, Franco's unwavering passion fueled rapid learning and growth, highlighting the profound benefits of pursuing meaningful workHis journey underscores the importance of prioritizing positive change, urging others to create a better world through impactful contributions   Connect with Franco: LinkedIn, Facebook, or visit his websites nextlevelincome.com and https://beacons.ai/franco.tv   Key Quotes: "Don't always chase the money. Find a way to really create an impact." - Franco Perez "Everyone's kind of chasing how I made X amount in a month, but I think we should try to also think about how we help a family get ahead or how we can build something that will create an impact for the future." - Franco Perez   WANT TO LEARN MORE? Connect with me through LinkedIn.  Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel. Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
418. Mobile Home Revolution with Franco Perez
Aug 14 2023
418. Mobile Home Revolution with Franco Perez
Redefine affordable living by transforming mobile homes into beacons of prosperity and changing the housing landscape! In this episode, we'll discuss Franco Perez's journey and his passion for creating opportunities for others to invest intelligently and close the investing gap. We'll learn about the stigma around mobile homes and how they are often seen as low-quality places to live - but this isn't always the case. We'll also explore the financial benefits of owning a mobile home compared to renting an expensive apartment. Lastly, we'll discuss Franco's business model of replacing mobile homes from the seventies with higher-quality homes and how this allows families to upgrade their living space without having to pay the high cost of a single-family home.   [00:00 - 08:11] Franco's Journey in Mobile Home Real Estate Introducing guest Franco Perez who works in the mobile home park space providing affordable housingFranco challenges mobile home stigmas, highlights diverse quality, and confronts Hollywood-driven misconceptionsHe underscores mobile home ownership's financial advantages, promoting stability and credit improvement in pricey urban settingsFranco's journey: from disillusionment to enhancing mobile home parks, creating thriving communities with better amenities   [04:23 - 16:38] Innovative Upgrades and Financial Empowerment Franco transforms 1970s mobile homes into modern havens, boosting property value and livabilityDiscrediting depreciation myths, Franco unveils mobile home appreciation potential, making a compelling case for investmentFranco enlightens on equity growth, tax benefits, and escaping expensive rentals through mobile home ownershipFranco's mission comes to life through innovative upgrades, offering families a chance to thrive in transformed mobile homes while challenging common misconceptions about their value   [16:39 - 23:50] Trailblazing Evolution of Mobile Living Franco's YouTube platform transforms perceptions, showcasing modern mobile homes and empowering stories, sparking interest and curiosityFranco's book and mission empower through knowledge, guiding individuals toward affordable homeownership while reimagining living standardsFranco's pioneering approach reshapes housing, combining efficiency, luxury, and community, creating a brighter future for mobile home residents   Connect with Franco: LinkedIn, Facebook, or visit his websites nextlevelincome.com and https://beacons.ai/franco.tv   Key Quotes:  "There are so many false myths and so many false stigmas around these, and because of the lack of information that we have around it, we don't really know how we can benefit from it." - Franco Perez "The Mobile homes we're finding are a perfect stepping stone in between because it's a much more attainable price." - Franco Perez   WANT TO LEARN MORE? Connect with me through LinkedIn. Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel. Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
417. Networking Strategies to Transform Fear into Real Estate Action with Don Spafford
Aug 10 2023
417. Networking Strategies to Transform Fear into Real Estate Action with Don Spafford
Discover How to Use Networking and Podcasts for Real Estate Success! In today's episode, we welcome back Don Spafford to discuss his journey in real estate investing. He highlights the significance of networking for active and passive investors, showcasing how it drives growth, diversification, and informed decision-making. From conquering fears to finding one's niche, the power of podcasts and meetups is revealed. Don's story exemplifies the potential of networking to unlock financial freedom and opportunities in real estate.   [00:00 - 07:45] Networking Unlocked: From Introvert to Real Estate Success Don Spafford reveals how strategic networking propelled him from introvert to thriving real estate investor, showcasing the power of connections in commercial real estateHe highlights his shift from solo ventures to building a network of professionals, leading to financial security and departure from traditional employmentHis strategic use of podcasts, networking events, and LinkedIn to achieve real estate success is unfoldedDon's calculated decisions that led to his departure from traditional employment   [07:46 - 13:04] Empowering Passive Investors in Real Estate Don's journey showcases the role of podcasts and meetups in guiding passive investorsStarted investing in fourplexes and attending online virtual meetups to build a network of potential investorsHe shares how networking opens doors to diverse opportunities and builds trust with deal operators, leading to informed decisionsListeners are invited to connect with Don Spafford through various platforms, encouraging meaningful discussions about real estateHis journey exemplifies the potential for passive investors to flourish through networking and informed decision-making   Connect with Don: Website: Beyonder Camp, Beyonder Camp Fund LinkedIn: Don Spafford Facebook: Don Spafford   Key Quote:  "The only way to really learn about these deals is to know somebody who has those deals to send them to you. So I was getting to meet all these new syndicators deal sponsors, people that had opportunities they could share with me so I could look them over." - Don Spafford     WANT TO LEARN MORE? Connect with me through LinkedIn. Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel. Thanks for tuning in! If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
416. RV Campground Investing with Don Spafford
Aug 7 2023
416. RV Campground Investing with Don Spafford
Discover the lucrative potential of RV campgrounds. generating impressive cash-on-cash returns of 12-15% on average, attracting investors seeking higher income streams. In this episode, Don Spafford discusses his experiences and insights into the world of RV campgrounds as a lucrative investment opportunity. He compares the advantages of investing in RV campgrounds for immediate cash flow versus the long-term equity play of build-to-rent properties highlighting the increasing trend of younger campers seeking outdoor experiences and remote work options, driving the demand for campgrounds. He also touches on operational challenges, such as maintaining a strong team and managing seasonal demand. With a focus on off-market deals and strategic property selection, Don's firm, Beyonder, aims to capitalize on the booming camping industry while offering investors attractive returns. This conversation is sure to provide valuable insight into RV park and campground investing that could help you realize your passive income goals!   [00:00 - 10:29] Unraveling the Lucrative World of RV Campground Investments Meet Don Spafford, an expert in RV campground investments, who shares his journey of transitioning from traditional multifamily to the lucrative world of RV parksRV campgrounds attract both high-income travelers and budget-conscious adventurers, ensuring steady occupancy ratesDon shares the strategic locations of RV parks, driving their success with easy access to major cities on Passive Income UnlockedHe ensures seamless operations and exceptional guest experiences in RV campgrounds, offering valuable insights for those interested in hands-off real estate investing   [10:30 - 19:52] Strategies and Insights in RV Campground Investments Financing and risk management tips for RV campground investmentsDon shares insider tips on sourcing off-market deals and negotiating flexible options, making RV campground investments an attractive venture for savvy investorsDon's expertise mitigates potential challenges and ensures exceptional guest experiencesHe reveals the dynamic pricing techniques used to optimize RV campground rental rates, combined with strategic comparisons with nearby competitors   [19:53 - 31:09] Cash Flow vs. Long-Term Equity and the Rising Trend of Younger Campers Insights into the contrasting investment opportunities in RV campgrounds and build-to-rent townhomes, showcasing their respective strengths in cash flow and long-term equity potentialDon reveals a rising trend of younger families and remote workers favoring RV camping, driving demand for campgrounds and glamping optionsHe emphasizes the importance of reliable staff to tackle operational challenges in managing campgrounds effectivelyKey investment criteria, focusing on size, location, and expansion potential for campgrounds, providing valuable insights for interested investors, are shared   Connect with Don: Website: Beyonder Camp, Beyonder Camp Fund LinkedIn: Don Spafford Facebook: Don Spafford   Key Quotes: "For those who are looking for great cash flow, these campgrounds are the best option out there to get great cash flows right now, and overall, of course, the returns are still great." - Don Spafford   "But that's been definitely a big trend for sure in the last few years. Especially 'cause of COVID, people now have the option to work from home. So now if they can work remotely from anywhere, I don't wanna be stuck here in my small town wherever I want to travel the country." - Don Spafford   WANT TO LEARN MORE?   Connect with me through LinkedIn. Or send me an email at sujata@luxe-cap.com Visit my website, www.luxe-cap.com, or my YouTube channel.   Thanks for tuning in!   If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
415. Analyzing Risk in Investments: What Investors Should Know with Chris Rawley
Aug 3 2023
415. Analyzing Risk in Investments: What Investors Should Know with Chris Rawley
Investing in the real estate market can be a risky endeavor, but there are ways to understand and mitigate these risks.    In this episode, Chris Rawley dives into financing and operational risks associated with real estate investments. He emphasizes the importance of understanding these risks before investing and shares advice on how to assess them. Chris also discusses red flags to watch out for when evaluating potential investments and explains environmental hazards such as market cycles.    Tune in for an in-depth conversation about practical tips to help navigate the real estate market safely and effectively!     [00:01 - 02:53] Opening Segment • Why analyzing and looking at risk in any investment is important Why you should consider financing risk • How you can mitigate financing risk Working with people who have raised capital before and understand the risk   [02:54 - 04:34] Understanding Financing, Operational & Environmental Risks • Financing risk and operational/execution risk are essential to consider • Venture capitalists use pattern recognition to identify good/bad patterns • Environmental risk includes market cycles, rents, interest rates, etc. • Cash flow should be sufficient to weather market cycles   [04:35 - 07:13]Experienced Investors, Financing Risks & Environmental Challenges • Invest with people who have experienced some bumps and hiccups We learn the most from our mistakes and failures • Understand environmental and financing risks overlap • Consider interest rates and adjustable rates when assessing financing risk   [07:14 - 09:10] Closing Segment • Interest rates and favorable lending terms have gone and may be gone forever Current interest rates are not unusual • How to learn more about investing in farms, ranches, and agribusinesses     Connect with Chris:   Website: www.harvestreturns.com  LinkedIn: Harvest Returns Instagram: @harvestreturns Twitter: Harvest Returns     Key Quotes:   “Just because somebody's failed at something doesn't mean they're high risk. It just means they may be a little bit smarter and have learned some lessons.” - Chris Rawley   "We learn the most from our mistakes and our failures, and so if someone hasn't kind of gone through any sort of bumps in the road, then it's hard to know if they have the ability to tackle challenges that are inevitable.” - Sujata Shyam     WANT TO LEARN MORE?   Connect with me through LinkedIn.   Or send me an email at sujata@luxe-cap.com   Visit my website, www.luxe-cap.com, or my YouTube channel.   Thanks for tuning in!   If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
414. How to Grow Your Wealth with Passive Investments in Agriculture with Chris Rawley
Jul 31 2023
414. How to Grow Your Wealth with Passive Investments in Agriculture with Chris Rawley
Have you ever wondered how you could positively impact our planet through agricultural investments?   Join us as we go on a journey with Chris Rawley of Harvest Returns, the leading expert on investing in agriculture and sustainability. In this episode, Chris discusses the need for more sustainable food production, why animal protein is necessary, and how people can diversify into agriculture. He also delves into the social aspects of investing in agribusinesses and discusses animal welfare and environmentally friendly practices. Tune in to learn all about investing in agriculture sustainably!   Over the course of visiting dozens of war-torn and poverty-stricken countries during his 30-year career as a naval officer, he began to appreciate the importance of farming to every single person on Earth. As a professional investor, he decided to invest in a farm but discovered that these types of investments were inaccessible to the average person, leading him to create Harvest Returns in 2016.     [00:01 - 06:20] Opening Segment • Chris's background as an expert in agriculture investing What made him appreciate the food system • Why agriculture is one of two industries that impact every single person on earth • Population growth and wealth will lead to more food production, but it needs to be done sustainably   [06:21 - 11:49] Understanding Cash Flow, Risk, and Operational Challenges • How Harvest Returns focuses on helping farmers be profitable • Investment opportunities in agriculture, technology companies, early-stage, and livestock operations • Location is critical for field-grown or outdoor agriculture investments • Revenues may be one income per month or one crop per year   [11:50 - 17:59] Invest in Agriculture for Sustainable Food Production • How crop insurance and other financing structures can help minimize risks for tree crop farmers • Indoor farms mitigate weather risks and have multiple crop cycles per year • Food inflation is good for farmers, as they can sell their produce at higher profitability • Investing in agriculture provides a liquidity premium with historically low double-digit returns   [18:00 - 23:39] Exploring the Benefits of Sustainable Food Production • Examining the impact of responsible ranching and animal agriculture • Farming is an ancient business, but it is also very interesting and unique • How farmers are trying to be more sustainable and environmentally friendly What sustainable food production includes   [23:40 - 27:20] Closing Segment • Chris explains the regenerative grazing and regenerative agriculture • Better ranchers are conscious of making the soil better and creating healthy animals     Connect with Chris:   Website: www.harvestreturns.com  LinkedIn: Harvest Returns Instagram: @harvestreturns Twitter: Harvest Returns     Key Quotes:     “One of the things that we like to look at Harvest Returns is how we can produce more food, how we can help farmers be profitable doing it, and how it can be done in an environmentally sustainable manner.” - Chris Rawley   “Farming is a very ancient business, and it's for the most part very conservative business, but it's also very interesting. The more you learn, the more you want to learn.” - Chris Rawley   “When you go out and visit a farm, you can see how unique every single farm is, and how farmers, especially these days, are trying hard to be more sustainable environmentally." - Chris Rawley     WANT TO LEARN MORE?   Connect with me through LinkedIn.   Or send me an email at sujata@luxe
413. The Role of Giving Back in Entrepreneurship with Yonah Weiss
Jul 27 2023
413. The Role of Giving Back in Entrepreneurship with Yonah Weiss
How do you think giving can go beyond just a single act and enrich the lives of everyone involved? Today, Yonah Weiss discusses the power of giving and how it can make a real difference in people's lives. He touches on the importance of the acronym HOPE (Help One Person Every Day) and how it can be applied to impact both the giver and recipient positively.    Tune in now as we dive into how giving can create a positive ripple effect that will come back tenfold!     [00:01 - 04:41] Opening Segment • Why giving back is essential for entrepreneurs • Check out The Go-Giver by Bob Burg • How you can help people not just monetarily but through connections, free educational content, etc.   [04:42 - 09:06] The Role of Giving Back in Entrepreneurship • Help one person every day - even if it's something small like paying for someone else's coffee Making at least one introduction every day • Thinking of who can benefit from a relationship when meeting someone new   [09:07 - 11:16] Closing Segment • Doing small things that open up to wanting to do more • How the impact of giving is greater on the giver   Connect with Yonah:   Website: https://yonahweiss.com  LinkedIn: Yonah Weiss Instagram: @yonahweiss Twitter: @yonahweiss   Don’t forget to check out The Weis Advice Podcast!     Key Quotes:   “I can guarantee you that just doing good, helping, and trying to figure out how you can do good for someone else comes back to you so much more.” - Yonah Weiss   “That feeling of giving and that act of giving and doing make a change in yourself.” - Yonah Weiss   “When you feel this obligation to give back and to help others around you; doing that over and over again will just melt your heart inside and allow you to keep doing that more and more.” - Yonah Weiss       WANT TO LEARN MORE?   Connect with me through LinkedIn.   Or send me an email at sujata@luxe-cap.com   Visit my website, www.luxe-cap.com, or my YouTube channel.   Thanks for tuning in!   If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!
412. Exploring the Tax Benefits of Real Estate with Cost Segregation Expert Yonah Weiss
Jul 24 2023
412. Exploring the Tax Benefits of Real Estate with Cost Segregation Expert Yonah Weiss
Are you interested in learning more about how cost segregation and depreciation can help you reduce your tax liability when it comes to owning real estate?    Join us as we sit down with Yonah Weiss, a cost segregation expert in the commercial real estate syndication space, who has been teaching people about the tax benefits of real estate for 8 years. Today, we explore how a cost segregation study can help you maximize deductions on your property, and how managing a short-term rental yourself can help you unlock bigger deductions against your active income.    Tune in to get an insider’s look into what cost segregation and depreciation are all about and learn how these strategies can help you save money on taxes!   [00:01 - 08:04] Opening Segment • Cost segregation and depreciation are tax benefits of real estate that can be confusing for people to understand • How Yonah got into real estate and found another stream of income • Yonah dives into depreciation and cost segregation   [08:05 - 15:16] The Basics of Real Estate Professional Status • Understanding the basics of real estate professional status How can it help offset passive losses against W2 income? • When you can use some of the passive losses against your active W2 income • Being a realtor or broker automatically qualifies for Real Estate Professional status   [15:17 - 23:10] Understanding the Tax Benefits of Short-Term Rental • Married couples making more than $150,000 may not be able to take advantage of the real estate professional status • Regular depreciation and other expenses can reduce the rental income tax liability to zero • Cost segregation can help pull forward some of the depreciation deductions to earlier years • What realtors need to meet the material participation threshold   [23:11 - 30:30] Leverage the Short-Term Rental Loophole to Offset Active Income • You can use concentration depreciation to offset your active income even if you have a full-time job • You only need to spend 100 hours on a short-term rental for it to count as material participation • Losses from passive investments cannot be used to offset short-term rental income. • Conservation is a tax tool and should be used with an overall portfolio plan in mind.   [30:31 - 35:33] Closing Segment • In 2017, 100% Bonus Depreciation allowed accelerated deductions in the first year This benefit was available until the end of 2022     Connect with Yonah:   Website: https://yonahweiss.com  LinkedIn: Yonah Weiss Instagram: @yonahweiss Twitter: @yonahweiss   Don’t forget to check out The Weis Advice Podcast!     Key Quotes:   “Cost segregation is a tax tool. It is a tax strategy. But it is not going to work for everyone in every situation.” - Yonah Weiss     WANT TO LEARN MORE?   Connect with me through LinkedIn.   Or send me an email at sujata@luxe-cap.com   Visit my website, www.luxe-cap.com, or my YouTube channel.   Thanks for tuning in!   If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!