Money Tree Real Estate Investor Podcast

William Holland

Do Money Trees Really Exist? Yes!Investing in Real Estate is how you can plant your very own Money Tree.We are teaching busy professionals how to utilize their finances to passively grow their wealth through real estate investing. We interview professionals from many walks of life who discovered the numerous benefits of investing in real estate. We will learn from their successes and failures to help you start your journey towards financial freedom. Just like planting a seed that becomes a huge tree in time, investing in Real Estate today can create generational wealth.For more daily content follow William Holland on LinkedIn. Subscribe to the Bigger Picture Holdings YouTube channel.Join Our Investor List at https://biggerpictureholdings.com/invest/. Remember "Money Really Does Grow on Trees." read less
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Episodes

William Holland - From a Successful Career to Walking the Path Towards Greater Financial Freedom
Aug 29 2023
William Holland - From a Successful Career to Walking the Path Towards Greater Financial Freedom
“From a Successful Career to Walking the Path Towards Greater Financial Freedom”I am William Holland, the Founder and CEO of Bigger Picture Holdings LLC, a real estate investment company headquartered in Dallas, TX, that focuses on acquiring value-add multifamily properties. I specialize in educating investors about the advantages of passively investing in commercial real estate through syndication. I was previously on Balfour Beatty's Pre-Construction team helping develop budgets for upcoming large residential and commercial projects totaling over $2 billion dollars. My first role in Balfour Beatty was managing over $20 million worth of construction planning, execution, and quality control on a 26-story skyscraper.I have a Bachelor of Science in Mechanical Engineering from Texas A&M University. I enjoy playing basketball, cycling, camping, serving at church, and spending time with friends and family. The most important thing in my life is my relationship with Jesus and seeking to glorify God in all that I do.In this episode we discuss:✅ Celebrating 4 years in Dallas/Reflection✅ Process/Decisions leading to quitting my job✅ Things I have learned this year✅ Look ahead next 6-18 monthsIf you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#WILLIAMHOLLAND #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast
Adam Gower - From Failures and Debt to Billions Worth of Successful CRE Investments
Aug 22 2023
Adam Gower - From Failures and Debt to Billions Worth of Successful CRE Investments
“From Failures and Debt to Billions Worth of Successful CRE Investments”Adam Gower Ph.D. is an awesome guy. He is the Founder of GowerCrowd with over $1.5 billion of CRE investment. Go give him a follow on LinkedIn at https://www.linkedin.com/in/gowercrowd/.He is a 30+ year real estate veteran with finance experience who today builds digital marketing systems for real estate professionals who want to raise equity capital online (aka ‘crowdfunding’) and he has taught over 4,500 individuals how to build wealth, preserve capital, and earn passive income from investing in real estate. He has over $7 billion of experience transacting distressed real estate for major institutions and banks. Find out more at GowerCrowd.com or run a simple Google search for ‘Adam Gower Crowdfunding’ to learn more.In this episode we discuss:✅ How to access and invest in discounted distressed commercial real estate.✅ What is 'distressed' commercial real estate and how does CRE become distressed.✅ FOR SPONSORS: if the podcast target audience is professional real estate sponsors, How to raise capital from individual accredited investors during economic downturns✅ FOR INVESTORS: if the podcast target audience is passive CRE investors (accredited), How to invest in discounted distressed commercial real estate syndicationsIf you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#ADAMGOWER #GowerCrowd #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast
AJ Smith - From Graduating From College to Real Estate Investing Success
Aug 8 2023
AJ Smith - From Graduating From College to Real Estate Investing Success
“From Graduating From College to Real Estate Investing Success”AJ Smith is an incredible guy. He is a Managing Partner at GoldSmith Properties, LLC, a real estate investment firm focused on value-add acquisitions primarily in Eastern Iowa. Go give him a follow on LinkedIn at https://www.linkedin.com/in/ajsmith77/.In the summer between his freshman and sophomore years of college, AJ read Rich Dad Poor Dad and was then introduced to the BiggerPockets podcast by his older brother. He has been hooked on Real Estate Investing ever since.In June 2021, just a couple weeks after graduating college, AJ purchased his first 4-unit apartment complex for 0% down through a local credit union as an owner occupied investment.In March 2023, with 13 units under his belt and a love for real estate in his heart, AJ quit his W2 and became a full-time real estate investor. He has since grown his portfolio by 50%.He now enjoys educating folks on the benefits of real estate investing, partnering with other investors to take down great deals, and spending time with his family anywhere and anytime!In this episode we discuss:✅ Getting Started✅ Going Full Time✅ What is nextIf you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#AJSMITH #GoldSmithProperties #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast
Jay Conner - From Line of Credit Crisis to Success in Real Estate Through Private Money
Aug 1 2023
Jay Conner - From Line of Credit Crisis to Success in Real Estate Through Private Money
“From Line of Credit Crisis to Success in Real Estate Through Private Money”Jay Conner is a great guy. He has been buying and selling houses since 2003 in a population of only 40,000 with profits averaging $71,000. Go give him a follow on LinkedIn at https://www.linkedin.com/in/privatemoneyauthority/.He has rehabbed over 450 houses and been involved in over 52 Million Dollars in Transactions. For the past 7 years, Jay has completely automated his 7-Figure Income Business to where he works in his business less than 10 hours per week. He has consulted one on one with over 2,000 Real Estate Investors, raised $2,150,000 in less than 90 Days in Private Money when cut off from the banks, a National Speaker on the topics of Private Money, Automation, and Foreclosures, the Best Selling Author of “Where To Get The Money Now” and a leading expert on Private Lending, marketing, and business development.A past president of Business Networking International. He and his wife, Carol Joy, reside in Morehead City, NC.In this episode we discuss:✅ Private Money✅ Real Estate Rehab✅ Working With Somebody Who Knows What He’s Doing✅ Who Not How✅ Self-Directed IRA (SDIRA)✅ Professional Training and CoachingIf you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#ANTHONYFINNO #ThePrivateMoneyAuthority #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast
Anthony Finno - From Successful Real Estate Investing to Building Dynamic Organizations Dedicated to a Healthy and Prosperous Future
Jul 25 2023
Anthony Finno - From Successful Real Estate Investing to Building Dynamic Organizations Dedicated to a Healthy and Prosperous Future
“From Successful Real Estate Investing to Building Dynamic Organizations Dedicated to a Healthy and Prosperous Future”Anthony Finno is an amazing guy. He is drawing on 20+ years of experience as an owner, operator, and board member of IMPACT-oriented businesses in cannabis, hospitality, wellness, entertainment, and commercial real estate. Go give him a follow on LinkedIn at https://www.linkedin.com/in/anthony-finno/.Anthony's family owns and operates 200 residential units in NYC, a destination hotel in Costa Rica, and over 1 m square feet of industrial properties along the east coast. Since 2005, Anthony has raised more than $500M in equity and debt capital for multiple development and office projects in NYC including 124 W 24th Street and 1250 Broadway (Nomad Tower).Board Advisor to Rise Of The Butterfly since 2010.Advisor to the Florence Belsky Foundation since 2020.In this episode we discuss:✅ Growing up in NYC✅ Family RE Portfolio✅ Raising $500 Million in Equity for Investing✅ Diversification beyond Real Estate✅ Evaluating and Growing BusinessesIf you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#ANTHONYFINNO #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast
Dave Zook - From Tax Problem to Building Wealth, Tax-Free
Jul 11 2023
Dave Zook - From Tax Problem to Building Wealth, Tax-Free
“From Tax Problem to Building Wealth, Tax-Free”Dave Zook is an awesome guy. He is a successful Business owner, Syndicator and an Investment and Tax Strategist. Go give him a follow on LinkedIn at https://www.linkedin.com/in/dave-zook-63765a15/.Dave and his team at The Real Asset Investor have placed more than $800M across various asset classes which offer Cash Flow, Tax Impact and Equity Growth for investors. These asset classes include ATMs, Car Washes, Energy, Self-Storage and more.He and his team are one of the Top 5 ATM Fund Operators in the country. Dave was an early investor in Bitcoin and Digital Assets, and he holds an advisory role at Off the Chain Capital, one of the top performing funds in the world for the last 5 years.Dave is a sought-after speaker and has shared his knowledge across various media platforms such as The International Business Conference, The Real Estate Guys Radio Show, Cashflow Ninja and others. In this episode we discuss:✅ Businesses Started Journey To Real Estate✅ Investing and Tax StrategiesIf you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#DAVEZOOK #TheRealAssetInvestor #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast
Nick Tinch - From Years of Experience to Building Legacies and Communities Through Real Estate
Jul 4 2023
Nick Tinch - From Years of Experience to Building Legacies and Communities Through Real Estate
“From Years of Experience to Building Legacies and Communities Through Real Estate”Nick Tinch is an awesome guy. He is an Author, Real Estate Investor, Christian Business Executive, and Father to 2 Daughters. Go give him a follow on LinkedIn at https://www.linkedin.com/in/nick-t-tinch-real-estate-investor/.Mr. Tinch has taken his two and half decades of experience in real estate, employee relations, professional development training, and financial operations to address market challenges with innovative and viable solutions. Mr. Tinch describes his life as one of three primary passions. “My passions are first is seeing individuals succeed, the second is business education, and the third is buying and owning real estate. As a trained and licensed CPE hospital, Chaplain. I love and enjoy seeing others win in life and be successful. One of my life's missions is to help and support others to live a life of success in their personal life and business career by building communities and generational wealth. I enjoy creating, designing, and building patents. I am also a United States Patent Inventor. My goal is to add value to our real estate acquisition transactions, our shareholders, our investors, and Equity partnerships.As a Thought Leader he is result-oriented and focused on improving operations and impacting business growth while maximizing profitability in Real Estate and related ventures. In this episode we discuss:✅ Hospital Chaplain/Virginia Tech Real Estate Advisory Board Member✅ Landscaping Business✅ Real Estate Journey (Real Estate Contracts)If you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#NICKTINCH #EquityRealEstateGroup #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast
Mark Updegraff - From Photography and Science to Cash-Flowing Portfolio Through Private Equity Real Estate Investing
Jun 27 2023
Mark Updegraff - From Photography and Science to Cash-Flowing Portfolio Through Private Equity Real Estate Investing
“From Photography and Science to Cash-Flowing Portfolio Through Private Equity Real Estate Investing”Mark Updegraff is a great guy. He is the Founder & CEO of Raze Capital, a private equity firm that specializes in raising capital for passive real estate investments. Go give him a follow on LinkedIn at https://www.linkedin.com/in/updegraff/.Mark C. Updegraff moved to Rochester, NY in 1997 to pursue his Bachelor's of Science from Rochester Institute of Technology (RIT) in Imaging and Photographic Technology. As an undergraduate student, he participated in co-operative work academic quarters for NASA, Pictometry, and as an independent 4x5 film photographer.In 2003, after working for Kodak, Mark took a position in RIT's Center for Imaging Science and began his Master's studies in Color Science. Mark took a position with ITT Corporation in 2009 where he worked on video quality metrics, end-to-end spectral imaging systems, and electro-optical systems for high altitude aircraft.In 2010, Mark decided to focus his efforts fully on his real estate redevelopment and private equity companies; Wedge Redux LLC, Ward Redux LLC, and Raze Capital LLC. These companies rehabilitate neglected properties into fully refurbished, market rate, rental properties in the greater Rochester area.Mark now oversees Updegraff companies in the development, management and brokerage of residential, commercial, and mixed-use real property. His vision for Upstate NY, real estate, and technology are evident through his plans and generated results. Mark is a city of Rochester advocate, employer, entrepreneur, and business owner.He is passionate about striving to provide safe, clean, affordable, sustainable, adaptable, space for the community at large while garnering the best and brightest minds in an effort to stimulate the economy through creativity, innovation, and workforce development.Currently, Mark spends time raising capital for syndications in the industrial, multifamily, self-storage and built-to-rent asset classes while overseeing the operations of the Updegraff Companies. His leadership style attracts other leaders eager to deploy new technologies, hone their skills, and take massive action. Under his guidance, associates are able to independently flourish into peak producers in their own strengths.When assembled together as a team, a colossal amount of creativity is unleashed and goals and expectations are significantly exceeded.In this episode we discuss:✅ ITT Corp Imaging Scientist✅ Brokerage Owner✅ Property Management Company Founder✅ Knowing when to Pivot✅ Office to Multi-family ConversionIf you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#MARKUPDEGRAFF #RazeCapitalLLC #UpdegraffGroupRealty #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast
David Wallace - From a Successful Career to Making a Positive Impact in the Community Through Real Estate
Jun 20 2023
David Wallace - From a Successful Career to Making a Positive Impact in the Community Through Real Estate
“From a Successful Career to Making a Positive Impact in the Community Through Real Estate”David Wallace is a great and admirable person. He serves as Chairman and Chief Executive Officer of DGW Consultants, LLC, a private independent consulting firm based in Houston, Texas. Go give him a follow on LinkedIn at https://www.linkedin.com/in/davidgwallacesugarland/.Since February of 2015, Mr. Wallace has assisted a number of investors, companies and members of senior management with industries ranging from early stage, technology-related companies, to real estate development to accelerators & incubators with a focus on high-growth, international start-up companies. Mr. Wallace has a professional background of nearly 40-years in the acquisition and/or formation of over 100 companies and/or partnerships, and in connection with these companies, has secured billions of dollars in equity and debt from countless public and private sector funding sources. As a result of the numerous portfolio holdings, he has served on the boards for several private and public companies.Mr. Wallace considers charitable works of great importance, as reflected by his extensive efforts in both the Dallas and Houston communities. Mr. Wallace served three terms as Mayor of the City of Sugar Land, Texas, where he previously served on city council representing the Single Member District Number 4. In such capacity, Mr. Wallace played a leadership role at the United States Conference of Mayors where he served on the Executive Committee and as Co-Chairman of the National Homeland Security Task Force and the Urban Water Council. Mr. Wallace served on the U. S. Department of Homeland Security Advisory Council-State and Local Officials Senior Advisory Committee and on the Board of Directors as Vice President of the TexasOne Economic Development Corporation as well as a board member for the Texas Treasury Safekeeping Trust Company, which managed over $4 billion in assets. Mr. Wallace also served on the Advisory Board of the National Center for Missing and Exploited Children.In this episode we discuss:✅ Living in 17 different cities✅ Privatization✅ Outsourcing✅ Buying and Dealing with Troubled-Companies / Bankruptcies✅ Public-Private Partnerships (PPPs)✅ Hire Slow, Fire FastIf you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#DAVIDWALLACE #DunderMifflinPaperCompany #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast
Jerome Maldonado - From the Ups and Downs to Building an Empire From the Ground Up
Jun 13 2023
Jerome Maldonado - From the Ups and Downs to Building an Empire From the Ground Up
“From the Ups and Downs to Building an Empire From the Ground Up”Jerome Maldonado is an inspiring guy. He is a highly successful real estate investor, business owner, coach and speaker. Go give him a follow on LinkedIn at https://www.linkedin.com/in/jerome-maldonado-1018b183/.Inspired by his parents’ dedicated work ethic, Jerome has always had a hunger for success and a willingness to do whatever it took to make his vision for his life a reality. Starting from scratch, he struggled for many years to get his business off the ground, but from this he learned what it really takes to build an empire from the ground up. After years of honing his skills in sales, team building, and real estate concepts, Jerome finally built his first 6 figure business in his 20s. In 1998, Jerome pioneered a new construction company which he took to seven figures, in less than one year. With much success came the need for expansion. Understanding the simple concepts and benefits of leasing real estate, he purchased a multi-use retail and commercial property to house his business. Jerome found the traction and confidence which has allowed him to do millions upon millions of dollars in residential and commercial real estate transactions and holdings.Over the span of his 20 year career, Jerome has done over $200 million in in-house transactions, with another $52 million in 2021 alone. His unique ability to streamline results is what makes Jerome’s knowledge and experience so powerful. He would love to come on your show to share some of his knowledge with your listeners. In this episode we discuss:✅ Equinox International Sales background✅ Concrete company✅ BRR✅ Retail✅ Building Subdivisions✅ Owned Restaurants (Subway franchise owner)✅ Buying/Building Multi-family✅ LiquidityIf you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#JEROMEMALDONADO #EliteRealEstateSociety #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast
Amy Sylvis - From Overcoming Cystic Fibrosis to Supporting the Community With the Success and Freedom Gained in Real Estate
Jun 6 2023
Amy Sylvis - From Overcoming Cystic Fibrosis to Supporting the Community With the Success and Freedom Gained in Real Estate
“From Overcoming Cystic Fibrosis to Supporting the Community With the Success and Freedom Gained in Real Estate”Amy Sylvis is a wonderful person. She is the founder and principal of Sylvis Capital, a real estate firm that invests in large commercial real estate properties in emerging markets throughout the United States. Go give her a follow on LinkedIn at https://www.linkedin.com/in/amysylvis/.Accredited and non-accredited investors appreciate investing alongside her to take advantage of not only her extensive experience, but also her detailed research and exclusive relationships. Sylvis Capital offers commercial real estate investment opportunities without the day-to-day hassles of owning real estate while generating strong returns. Sylvis Capital currently has over 748 apartment units, 208,000 square feet of flex industrial space, and $96M worth of assets under management.In this episode we discuss:✅ Overcoming obstacles/Cystic Fibrosis✅ Why it took me 10 years to get into real estate✅ Flex Industrial (triple net lease)✅ Current 506 (c) with Ashland Greene✅ Faith in Jesus✅ Biggest Lesson Learned✅ Proudest AccomplishmentsIf you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#AMYSYLVIS #SylvisCapital #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast
Sam Bates - From Tax Consulting to Providing Unprecedented Access to Private Investments
May 30 2023
Sam Bates - From Tax Consulting to Providing Unprecedented Access to Private Investments
“From Tax Consulting to Providing Unprecedented Access to Private Investments”Sam Bates is an amazing guy. He has a proven track record of identifying and executing successful investment opportunities. He specializes in many aspects of the residential and multifamily markets, including acquisitions, development, asset management, and strategic planning/execution. Go give him a follow on LinkedIn at https://www.linkedin.com/in/sambatesiv/.Sam Bates is the founder and CEO of Bates Capital Group and is a principal and advisory board member of Systematic Capital. Sam has been directly involved in the acquisition and development, asset management, and strategic planning of over $200 MM in AUM. He has owned over 1,000 multifamily units in Texas, and the Southeast, and Sam currently is developing over $75MM in multifamily assets.In this episode we discuss:✅ Tax Consulting✅ How the Top 1% invest✅ Multi-family Developments✅ Vertical Integration✅ Why should you invest in Syndications and Private InvestmentsIf you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#SAMBATES #BatesCapitalGroup #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast
Charles Seaman - From Young, Dumb, and Broke to Maintaining Generational Wealth Through Real Estate Investing
May 16 2023
Charles Seaman - From Young, Dumb, and Broke to Maintaining Generational Wealth Through Real Estate Investing
“From Young, Dumb, and Broke to Maintaining Generational Wealth Through Real Estate Investing”“If you're looking to play the long game, syndication is a great space to be. There will be some hardship, but that's going to lead to success in life. So you need to be willing to weather the storm and to see the bigger picture.”Charles Seaman is a great guy. He resides in Charlotte, NC and serves as a Managing Partner of Cash Flow Champs. He’s responsible for building and maintaining broker relationships and performing and overseeing the company’s underwriting activities. Go give him a follow on LinkedIn at https://www.linkedin.com/in/charles-seaman-90b9b932/.He’s also involved with contract negotiation and capital raising to make sure that the deals close, remaining involved after closing to manage the assets so that they perform in a manner that provides investors with exceptional returns. He’s currently a general partner in eight (8) multifamily properties totaling 691 units, having gone full cycle on one, two multifamily properties.He has 14 years of prior experience working for a commercial real estate investor in NYC. During this time, he assisted the investor with acquiring deals, obtaining financing for them, and managing and leasing them after the deals were closed. While there, he also assisted the investor with the management of numerous other businesses that he owned, including a plumbing company and several bars and restaurants. During his spare time, he also actively traded stocks from 2009 to 2014.In this episode we discuss:✅ How to Get Started in Multifamily✅ Challenges in Underwriting Right Now✅ Gaining Competitive Advantage✅ Market Conditions and Predictions✅ Creativity Is Key✅ Adjustable Rate MortgagesGreat quotes from the episode include:“I always wanted to drop my own course and steer my own ship little by little. I started working towards that and it worked out.”“So when I discovered syndication, I said OK, so I can use my knowledge, my expertise to do the deals I want and use other people's money. I said, ‘Wow, this is a score. I like this a lot.’”“I wanted to put myself in a position where I could be close to these markets because I knew that being close would allow me to gain a competitive advantage over people who aren't.”“There are still advantages that come with having an in-person relationship with somebody versus a phone call or an e-mail.”“What I would say is that creativity is going to be very key this year on a lot of fronts. And if you're looking at smaller deals and when I say smaller, let's say 50 years or less, then you may be able to entertain some creative finance strategy.”“Rate caps only protect you to a certain extent.”“I think it's really the relationships I've built, the experience I've gained within a single accomplishment at this point.”If you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#CHARLESSEAMAN #CashFlowChamps #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast
Jim Lee - From a Saver’s Mentality to Leveraging Debt to His Advantage
May 9 2023
Jim Lee - From a Saver’s Mentality to Leveraging Debt to His Advantage
“From a Saver’s Mentality to Leveraging Debt to His Advantage”“I learned basically the importance of having multiple streams of income by talking to real estate investors, agents, property managers and lenders on a daily basis and picking their brains. That's when I decided to pursue real estate and acquire my first 2-bedroom, 1-bathroom condo.”Jim Lee is a great guy. He is a real estate investor and the founder of Formosa Investing. Go give him a follow on LinkedIn at https://www.linkedin.com/in/formosainvesting/.Jim received his Bachelor of Science degree in Economics from UCLA in 2010 and started his career as an inside sales representative for LoopNet/Costar. By being the top sales rep and winning a $50k sales incentive bonus, he used that savings to purchase his first 2 bed/1 bath condo and learn the importance of having multiple streams of income. Now through real estate syndication, he has invested in over 600 units in the past 2 years where he has participated as a general partner/limited partner.He leverages real estate syndication to help investors achieve financial goals, and generate returns for all looking for a transparent partnership.Fun Fact: He was born and raised in Taiwan and loves to travel.In this episode we discuss:✅ Taiwan and Its Culture✅ Debt Leverage✅ Realtors Have Limitations✅ Backfilling✅ Mortgage Insurance✅ MentorshipGreat quotes from the episode include:“I think that both of us operate and kind of live by the tenants that were discussed within Robert Kiyosaki's book, ‘Rich Dad Poor Dad’ of utilizing good debts to own, purchase and acquire cash-flowing assets, and it's really life-changing.”“In this industry, you have to be comfortable being uncomfortable.”“As GPs our mission is to make sure that our investor is as happy as they can be, and to even have the thought of having a capital call which is to raise more capital and dilute the shares, we just don't want to put that pressure on the investor unless it is deemed necessary.”“I would change my attitude about trying new things because I used to be very close-minded. As I get older, I've learned that it's always better to look on the other side of the coin. To me, there are three sides of the coin, there's the head, tails and the edge. If you can stay on the edge, you'll be learning the most.”“I'm grateful and thankful for all the friendships and connections I've built throughout the years. Not just domestically, but internationally as well. I have a lot of strong connections where I can just call, and they'll just provide a home, a shelter for me to live. I think that's more important than making money.”If you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#JIMLEE #FormosaInvesting #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast
Reid Bennett - From Multifamily Broker to National Council Chair in Multifamily
May 2 2023
Reid Bennett - From Multifamily Broker to National Council Chair in Multifamily
“From Multifamily Broker to National Council Chair in Multifamily”“There's nothing like being in the brokerage aspect of multifamily where you get to see 100 different groups’ ways of approaching deals, whether it be market rate deals or on the affordable side. From the brokerage angle, we get to see so many different execution strategies and ways people look at deals and analyze them.”Reid Bennett, CCIM is an amazing guy. He serves as National Council Chair of Multifamily Properties for SVN International and is a Senior Vice President for SVN - Chicago Commercial. Go give him a follow.👈As a licensed managing broker, he focuses primarily on the sale of apartment communities across the Midwest and also teams up with members of his council to serve clients across the country in over 150 markets. Reid prides himself on understanding the nuances and analysis of multiple-unit apartment dwellings & low-income Section 8 & Section 42 communities.In 2016, 2018, 2021 & 2022 Reid received the Partners Circle Award, which is the top honor from SVN where he was ranked in the top .02% among all 1,200+ SVN advisors in the world for the fourth time.A graduate from the University of Iowa, Reid also has achieved the highly coveted designation of Certified Commercial Investment Member (CCIM).In 2018, Reid hired Massimo Group, the premier commercial real estate training company in North America.Also active in his community, Reid chaired the Development Committee for River North Residents Association (RNRA).In this episode we discuss:✅ 2008-2009 Global Financial Crisis✅ Partners Circle Award✅ Multifamily Brokerage✅ Capital Raising✅ Beware of FoMO (Fear of missing out) Investing✅ Seller Financing / Assumable Debt / Distressed DealsGreat quotes from the episode include:“Ever since I took over the National Council chair of multifamily for my firm, now we're doing deals in multiple states, around the country, working with many of my colleagues. It’s been really fun to evolve from the neighborhoods of Chicago out to areas of Texas and New York.”“Investing in real estate is a journey, it’s a roller coaster, but I wouldn't have it any other way. I like the highs and learned a lot from the lows.”“Actively investing in real estate is not for the faint of hearts. You have to have thick skin and be willing to walk through fire.”“A couple of groups in 2018-2019 said, ‘We're holding onto our property because we're waiting for inflation. It's way better than selling our deal and putting the money into a bank or into a CD, or even into the market at this point.’ Those guys were right.”“I think looking at 100 deals, making 20 offers and maybe getting involved in one is a good metric, and it just has to be the right deal.”“There’s always a reason, always a time for groups to sell their deals, which is why calling on people should be done on a consistent level.”If you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#REIDBENNETT #SVN #SVNChicagoCommercial #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast
Christine Bellish - From Advertising Executive to a Successful Licensed Real Estate Professional
Apr 25 2023
Christine Bellish - From Advertising Executive to a Successful Licensed Real Estate Professional
“From Advertising Executive to a Successful Licensed Real Estate Professional”“If I had to do it over again, I would have partnered with somebody that had more experience than me. I would have been happy to split the cost, split the stress, speed up the timeline and split the profits too. It would have been better to learn from somebody on the job, versus learning the hard way.”Christine Bellish is a wonderful person. Christine and her husband Danny, are co-founders of The Bellish Team, a real estate investing firm dedicated to helping passive investors preserve and build wealth through strategic real estate acquisitions. Go give her a follow on LinkedIn at https://www.linkedin.com/in/christine-bellish/.As former NYC advertising executives, they spent 15 years managing multi-million dollar marketing budgets for some of Fortune 500’s most recognizable brands, but decided to pivot into real estate in 2018 in pursuit of more passive income. In 2021, in their first eight months as general partners, they raised $3M in private capital from passive investors. Today they are principals for a net lease fund, general partners for 696 units, and equity partners for 1,111 units total across six states (NJ, OH, TX, WV, AR, PA).Fun Fact: Christine likes: Beaches, working out, live music, dogs, pizza, design, dressing up, making people laugh, Bravo, Tito’s with two limesIn this episode we discuss:✅ The BRRRR (Buy, Rehab, Rent, Refinance, Repeat) Method✅ Getting the Right People On Your Team✅ Syndication: A Cheat Code?✅ Trust The Experts✅ Why You Should Educate Yourself In Real Estate Syndication✅ Are Financial Advisors Against Investing Passively In Real Estate?✅ Real Estate Investing Opportunities✅ Selling AwayGreat quotes from the episode include:“Even though rental income is considered passive income, I think a lot of people who own properties and manage them themselves can attest to the fact that not everything is that passive.”“I would say for people who are trying to get involved in their first project if there's rehab involved, to definitely try to get involved in something that's more cosmetic versus basically rebuilding an entire house from scratch.”“Syndication felt like a cheat code to me because it just seemed like it was a way to level up quicker in the real estate industry.”“I am trusting an experienced real estate investor who has a track record of success, who has thousands of investors who has raised millions and millions of dollars for over a decade.”“I want people to work with me who feel comfortable, who trust me, who get along with me and that might not be everybody and that's OK.”“I just get joy and happiness out of helping to educate people and open their minds to the value and option of earning passive income through real estate syndication.”If you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#CHRISTINEBELLISH #TheBellishTeam #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast
Dan Lewkowicz - From a Business Development Executive to Commercial Real Estate Broker Specializing in Net Lease Investment Sales
Apr 18 2023
Dan Lewkowicz - From a Business Development Executive to Commercial Real Estate Broker Specializing in Net Lease Investment Sales
“From Business Development Executive to Commercial Real Estate Broker Specializing in Net Lease Investment Sales”“Don’t wait for success, start ahead without it.”Dan Lewkowicz is a very outstanding person. He is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Go give him a follow on LinkedIn at https://www.linkedin.com/in/dan-lewkowicz-7118361/Starting his career “house hacking” he quickly moved on to flip houses in and around metro Detroit and eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential properties in the booming city of Detroit, Michigan.Before forming The Lewkowicz Group of Encore Real Estate Investment Services, Dan was a Senior Advisor at Fortis Net Lease specializing in commercial real estate investment sales. Dan is also a former business development executive for Amazon in Detroit Michigan. Currently, Dan is Senior Director of The Lewkowicz Group of Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants and automotive repair and parts stores.Dan has five lovely children and resides in Birmingham, Michigan with his wife Brady Lewkowicz and enjoys running, boxing, lifting weights, yoga, and playing the acoustic guitar.In this episode we discuss:✅ Net Lease Investment Sales✅ Commercial Real Estate Investment Sales✅ House Hacking✅ Fix-and-Flip✅ Rising Interest Rates✅ Broker Opinion of Value (BOV)✅ Triple Net Lease (NNN)Great quotes from the episode include:“In commercial real estate, especially in the environment that we find ourselves in today, you really have to scrap and be willing to just keep moving forward even when you're not getting the results that you want to see right now.”“If you let the market dictate what you do in terms of like you know your mindset and your activity but in a negative direction, it’s a roller coaster. Have the same fundamentals of your day-to-day that you need to do to be successful.”“It's our job as brokers to uncover motivation, to uncover motivated sellers and to continuously be there for our clients.”“One of my mentors always told me to buy a property or pursue a partnership with an exit in mind.”“Minimize that time between when things are going great and when they're not going great to when I start pushing to make them great again.”“I think doing my best to be a part of that framework of helping other people and being helped by other people, just giving and getting is very, very important.”If you are looking to gain financial freedom or want to learn more about investing in real estate, go sign up for our investor list.Be sure and subscribe to our podcast on your favorite platform so you don't miss any of the new episodes.😆🙏#DANLEWKOWICZ #TheLewkowiczGroup #EncoreRealEstateInvestmentServices #CREProCourse #BiggerPictureHoldings #RaiseMasters #PassiveInvesting #RealEstateInvesting #Multifamily #Apartments #PassiveIncome #MoneyTreeRealEstateInvestorPodcast #Podcast