The Real Estate Mastermind Live

Seth Gershberg, Jay Tenenbaum, and Edward Brown

The Real Estate Mastermind is a podcast for investors who want to raise more capital and close bigger deals. Whether you are just getting started in wholesaling or fix & flipping or have over 1,000 rental units our show will entertain, educate, make you laugh and provide value.

Hosts Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, along with Edward Brown of Pacific Private Money. They cover all aspects of real estate investing from developing raw land to building skyscrapers and everything in between.

Each episode we cover specific deals, discuss the real estate economy and interview an accomplished industry leader. Learn the tips and tricks of the pros and apply that knowledge to your own real estate investing success.

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Episodes

Strategic Wealth: Tailored Solutions for Every Investor with Wulf Trigo
Apr 16 2024
Strategic Wealth: Tailored Solutions for Every Investor with Wulf Trigo
Welcome to Real Estate Mastermind Live, the live podcast turned radio show created for real estate investors who seek direct insights from top experts across various asset classes. Hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, alongside Edward Brown of Pacific Private Money, Real Estate Mastermind Live offers unparalleled access to strategic wealth management and tailored solutions for every investor. Join us for another insightful episode, where we bring you strategic insights from top experts in the field. In this episode, we delve into the world of strategic wealth management with our esteemed guest, Wulf Trigo of Sovereign Assets.About Our Guest: Wulf Trigo is a seasoned Financial Strategist, renowned for his diverse expertise across multiple states. With a commitment to personalized solutions, Wulf has carved a niche in delivering exceptional results tailored to each client's unique needs. From Infinite Banking to Private Equity and beyond, Wulf's innovative approach ensures strategic wealth creation for all.Episode Highlights:Infinite Banking Unveiled: Wulf shares insights into his approach to Infinite Banking, distinguishing it from traditional methods and shedding light on its transformative power in wealth management.Innovative Ventures in Commercial Lending: Discover Wulf's involvement in groundbreaking projects within the commercial lending and private equity realms, and what drives his interest in them.The Circle Syndicate: A Financial Frontier: Explore the significance of the Circle Syndicate in today's financial landscape, as Wulf elaborates on its role and impact.Transparency in Finance: Wulf's commitment to transparency is unparalleled. Learn what motivates this open-book approach and its implications for financial empowerment.Men's Mental Health and Finance: Delve into the intersection of men's mental health and the financial industry, as Wulf offers insights and actionable steps for prioritizing well-being.Navigating Challenges: Wulf addresses common challenges faced by men in the industry and provides strategies for overcoming them.Strategic Planning for Financial Success: Gain invaluable insights on striking a balance between adaptability and strategic planning for lasting financial success.Thought-Provoking Wealth Management: Wulf shares thought-provoking questions that have shaped his approach to wealth management, offering a fresh perspective on financial strategies.Infinite Banking "On Steroids": Explore enhanced strategies within Infinite Banking, as Wulf discusses the most effective enhancements and their rationale.The Future of Finance: Gain Wulf's visionary perspective on the future of finance, focusing on inclusivity and addressing mental health challenges within the industry.Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
Multifamily Real Estate as an Investable Asset Class with Maxwell Wu
Mar 26 2024
Multifamily Real Estate as an Investable Asset Class with Maxwell Wu
EP 91: Multifamily Real Estate as an Investable Asset Class with Maxwell WuThe Real Estate Mastermind Live is a live podcast turned radio show, created for real estate investors who want to learn directly from top experts in all different asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, and Edward Brown of Pacific Private Money. Today’s guest Maxwell Wu of Fulcrum lending and your hosts dive into the realm of multifamily real estate as an investable asset class in this episode of Real Estate Mastermind Live. Join our hosts Seth Gershberg, Jay Tenenbaum, and Edward Brown as they delve into insightful discussions with Maxwell, the founder of Fulcrum Lending, a direct balance sheet lender for multifamily properties nationwide. With Maxwell's extensive background in real estate investment and operations across Wall Street firms, this episode promises to unveil valuable insights into the multifamily real estate market.In this episode we dive into some of the following key topics:Private Credit in a Lending Slowdown: Discover how private credit has stepped up during the lending slowdown across the banking industry.PropTech in CRE Lending: Explore what makes PropTech attractive for commercial real estate (CRE) lending.Investing in Mortgage Debt: Learn how accredited investors and asset managers can invest in mortgage debt.Multifamily Credit Ratings: Understand how multifamily credit ratings differ from other asset classes such as industrial and retail.Post Certificate of Occupancy Lending: Explore why Fulcrum Lending focuses on post Certificate of Occupancy lending instead of construction.Front Running Freddie Mac and Fannie Mae: Gain insights into how to front run Freddie Mac and Fannie Mae lending opportunities.Exciting Catalysts for CRE: Hear Maxwell's perspective on the most exciting catalysts for CRE in the near future.Understanding Debt Types: Differentiate between preferred equity, bridge, mezzanine, and permanent debt in real estate investments.Join us as we explore the multifaceted world of multifamily real estate investing with Maxwell, and uncover the strategies and opportunities available in this dynamic asset class.Unlock the potential of multifamily real estate investing and gain invaluable insights into navigating this lucrative market on Real Estate Mastermind Live.Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
Helping Homeowners & Investors Profit from Foreclosure with DJ Ologo
Mar 15 2024
Helping Homeowners & Investors Profit from Foreclosure with DJ Ologo
Tune in to Real Estate Mastermind Live, an insightful podcast turned radio show dedicated to providing invaluable advice and strategies for real estate enthusiasts. Hosted by industry experts Seth Gershberg and Jay Tenenbaum from Scottsdale Mortgage Investments, along with Edward Brown from Pacific Private Money, this episode shines a spotlight on the profitable realm of foreclosure investments.Joining the discussion is DJ Olojo, a seasoned real estate investor, Realtor, and Managing Director of ASO Custom Homes, LLC. With over 15 years of experience in the field, DJ is renowned for his expertise in residential foreclosure and his mission to assist one million homeowners in navigating foreclosure.Key Takeaways:Introduction: Gain insights into DJ Olojo's extensive experience in real estate investing and his dedication to helping homeowners and investors profit from foreclosure.Getting Started in Real Estate: Explore DJ's journey into the world of real estate and how he developed his expertise over the years.Evolution of Business: Learn about DJ's current business setup and how it has evolved to focus on helping homeowners and investors profit from foreclosure.Venturing into Notes Space: Discover how DJ ventured into the notes space and the opportunities it presents in the real estate market.Authorship & Inspiration: Uncover the inspiration behind DJ's decision to write a book for homeowners facing foreclosure and the valuable insights it offers.Advice for Homeowners & Investors: Hear DJ's best advice for homeowners and investors facing foreclosure and how they can navigate through challenging times.2024 Real Estate Market Prediction: Gain DJ's insights into the forecast for the real estate market in 2024 and the potential opportunities and challenges it may bring.Fund Strategy: Understand why DJ has chosen not to start a fund and his approach to being a small investor in the real estate market.Investment Advice: Get valuable advice from DJ for individuals looking to invest in real estate and how they can maximize their returns while minimizing risks.Unlock the secrets to profiting from foreclosure and gain invaluable insights into real estate investment strategies with DJ Olojo on Helping Homeowners & Investors Profit from Foreclosure on Real Estate Mastermind Live.Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
The Massive Opportunity in Single Family Rentals with Peter Neill and Ron Lockhart
Feb 27 2024
The Massive Opportunity in Single Family Rentals with Peter Neill and Ron Lockhart
Tune in to Real Estate Mastermind Live, a captivating podcast turned radio show designed for real estate enthusiasts seeking direct insights from industry luminaries across various asset classes. Hosted by Seth Gershberg and Jay Tenenbaum from Scottsdale Mortgage Investments, along with Edward Brown from Pacific Private Money, this episode delves into the vast potential of single-family rentals. Joining the conversation are Peter Neill and Ron Lockhart, experts from a diversified real estate investment firm headquartered in the Philadelphia suburbs. Discover their journey, investment philosophy, and strategic focus on acquiring, redeveloping, and managing workforce and affordable housing rentals. Learn firsthand about their vertically integrated structure, which prioritizes high returns for investors with minimal risk exposure, and how they stay ahead of market trends through continuous innovation. Key points from this episode: Introduction: Gain insights into the background and ethos of the featured real estate investment firm.Getting Started in Real Estate: Peter Neill and Ron Lockhart share their personal paths into the real estate sector.Collaborative Origins: Explore how Peter and Ron crossed paths and established a fruitful partnership.Single-Family Focus: Understand the rationale behind the firm's emphasis on single-family rentals.Workforce and Affordable Housing: Discover the significance of investing in this crucial segment of the housing market.Dispelling Myths: Delve into common misconceptions surrounding affordable housing and workforce rentals.Partnering with GSP: Learn about opportunities for investors to engage with the featured firm.Conclusion: Wrap up the episode with valuable insights and actionable advice for real estate enthusiasts.Unlock invaluable insights into the burgeoning world of single-family rentals and real estate investment with Peter Neill, Ron Lockhart, and the Real Estate Mastermind Live team.Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
Private Credit's Time to Shine with Nelson Chu
Feb 23 2024
Private Credit's Time to Shine with Nelson Chu
The Real Estate Mastermind Live is a live podcast turned radio show, created for real estate investors who want to learn directly from top experts in all different asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, and Edward Brown of Pacific Private Money. In this podcast episode, listeners are joined by Nelson Chu, the experienced serial entrepreneur and Founder/CEO of Percent, a modern credit marketplace. Nelson's journey began with his recognition of inefficiencies in private credit markets, sparking his mission to revolutionize the industry. Since founding Percent in 2018, Nelson and his team have crafted an end-to-end credit platform, enhancing confidence in transactions through governance, asset transparency, and market standardization. Nelson's impact extends beyond Percent, having been named a Rising Star by Private Debt Investor and boasting a background in strategy consulting and global financial institutions.Here's what Nelson shares with us:Introduction: Nelson reflects on his journey and background.Origin of Percent: Nelson discusses the genesis of Percent and its mission.Understanding Private Credit: Exploring the concept and significance of private credit.Timing for Private Credit: Nelson elaborates on why now is the opportune moment for the asset class.Evolution of Percent's Technology: Insights into the technological advancements since launch.Future of Private Credit: Predictions on the economies of scale in the next five to ten years.Structured Fixed Income Products: Overview of the products private credit offers.Barriers in Capitalizing on Opportunities: Addressing challenges and barriers for private credit amid shifting market dynamics.Parting Thoughts on Private Credit: Nelson shares additional insights on the topic.Investing Wisdom: Nelson imparts words of wisdom for long-term investors.Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
One "Bag" for All Your Real Estate Services with Dickie Baldwin
Jan 30 2024
One "Bag" for All Your Real Estate Services with Dickie Baldwin
The Real Estate Mastermind Live is a live podcast turned radio show, created for real estate investors who want to learn directly from top experts in all different asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, and Edward Brown of Pacific Private Money.  In this podcast episode, listeners are joined by Dickie Baldwin of Baldwin Advisory Group. With over 35 years of extensive experience in Real Estate, Dickie has worn various hats, including roles as a realtor, loan originator, mortgage wholesaler, mortgage correspondent, and mortgage warehouse professional. His expertise extends to setting up multiple national mortgage net branching operations, providing him with a unique skill set to guide investors through the diverse opportunities in today's real estate market. Drawing on the foundation of long-term business relationships forged with Service Providers over the years, Dickie Baldwin now extends an exclusive opportunity to investors. Tune in as he shares insights and expertise, leveraging the strength in numbers and knowledge accumulated throughout his remarkable career. In this episode we will dive into some of the following topics:BPO/PCR/Appraisal: Precision in appraisals and pivotal role in client transactions.Title Search: Addressing title issues and influencing client decisions.REO’s & Notes: Maximizing returns and insights into distressed properties.RMLO (Residential Mortgage Loan Originator): Navigating regulatory challenges and unique RMLO services.Property Preservation: Strategies for asset value enhancement and addressing challenges.Various Money Lenders: Collaboration with diverse lenders and value addition scenarios.Title & Escrow: Streamlining processes for smooth closings and managing complexities.Collateral Review: Prioritized criteria in collateral review and positive outcomes.Assignment & Recording: Efficient handling to avoid transaction delays and critical instances.Mortgage Servicing: Effective communication and key role in resolving servicing issues.Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
4 Steps to Building a Predictable Investment Portfolio with Tom Dunkel
Jan 17 2024
4 Steps to Building a Predictable Investment Portfolio with Tom Dunkel
The Real Estate Mastermind Live is a live podcast turned radio show, created for real estate investors who want to learn directly from top experts in all different asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg, Jay Tenenbaum of Scottsdale Mortgage Investments, and Edward Brown of Pacific Private Money. Today’s guest Tom Dunkel of Belrose Storage Group brings over 27 years of real estate, finance, and investing experience to his role as Chief Investment Officer at Belrose Storage Group. Working alongside his world-class team of professionals, Tom makes it his mission to find great investment opportunities for his clients while helping them meet their wealth-building goals.In this episode, we'll delve into various topics with today’s guest, Tom Dunkel of Belrose Storage Group:Self-Storage Market Trends: Stay informed about current trends and their importance for investors.Risk Management: Identify specific risks and integrate risk management into the investment strategy.Due Diligence Process: Walkthrough the due diligence process and highlight key factors in evaluating deals.Property Management Strategies: Implement effective hands-on management strategies for self-storage.Financing Challenges: Navigate unique financing challenges in self-storage compared to other real estate investments.Market Selection: Select the right markets based on specific criteria or indicators.Exit Strategies: Explore common exit strategies and determine the optimal timing for investment exits.Impact of Economic Conditions: Analyze how economic conditions affect the self-storage industry and navigate challenges during downturns.Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
How to BYOB (Be Your Own Bank) with Chris Naugle
Dec 26 2023
How to BYOB (Be Your Own Bank) with Chris Naugle
The Real Estate Mastermind Live is a live podcast turned radio show, created for real estate investors who want to learn directly from top experts in all different asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, and Edward Brown of Pacific Private Money. Today’s guest Chris Naugle of The Money School went from being a pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America’s #1 Money Mentor.Chris has built and owned 16 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently founder of The Money School™, which teaches you to be your own bank and The Private Money Club, the dating site for private money lenders and borrowers.As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works so they can solve their money problems and take back control of their money.Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom. In this episode we dive into some of the following topics:• What is BYOB?: An overview of the BYOB method, breaking down its core principles and mechanics.• Who can use it?: Identifying the target audience and potential users who can benefit from the BYOB method.• Economic Considerations: With the current state of the economy, exploring whether BYOB remains a viable and advantageous strategy.• Problem-Solving Potential: Examining the issues and challenges that the BYOB method can effectively address.• Applicability in Time and Space: Understanding when and where the BYOB method can be most effectively employed.• 401k Matching: Addressing the compatibility of BYOB with 401k plans that include a matching component.• Innovation or Established Practice: Determining whether BYOB is a novel approach or an established method in the investment landscape.• Getting Started: Practical steps and considerations for individuals looking to initiate the BYOB method.• Mentorship and Guidance: Exploring the availability of mentorship for those interested in implementing BYOB and how to connect with mentors.Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
Cashflow Your Way to Financial Freedom with Patrick Franz
Dec 12 2023
Cashflow Your Way to Financial Freedom with Patrick Franz
The Real Estate Mastermind Live is a live podcast turned radio show, created for real estate investors who want to learn directly from top experts in all different asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, and Edward Brown of Pacific Private Money.Today’s guest Patrick Franz of the Note Investor University is a serial entrepreneur who redirected his energy towards note investing in 2018. Since then, he has steadily ascended the ranks in the note space, reaching remarkable heights.As the co-founder of Note Investor University, Patrick dedicates himself to empowering thousands of students with financial literacy, guiding them on the path to financial freedom. Additionally, he serves as a managing partner at Everly Mae Capital Group, overseeing a substantial 20MM real estate and note portfolio.A true opportunist, Patrick is currently spearheading the construction of 300 apartment units in Florida. His life philosophy is encapsulated in the motto, "Envision success and move forward with confidence.In this episode we dive into some of the following topics:Past Investing Highlights: Any memorable experiences from your investing journey?Note Investing Discovery: How did you come across note investing, and how has it shaped your strategy?Mentorship Impact: Did mentorship play a role in your journey? How?Early Challenges: What was a significant early struggle, and how did you overcome it?Advice for New Investors: Your top advice for breaking through in the field?Wealth Building Myths: Any misconceptions about wealth building you've encountered?Financial Entry Points: Is substantial money a must for aspiring investors?Timeline to Freedom: How long did it take to achieve financial freedom?Current Ventures: What's on your plate these days?Mentorship Availability: Open to mentoring aspiring investors? If so, how can they connect?Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
Starting from Scratch in the Secondary Mortgage Market with Robert Hytha
Nov 28 2023
Starting from Scratch in the Secondary Mortgage Market with Robert Hytha
The Real Estate Mastermind Live is a live podcast turned radio show, created for real estate investors who want to learn directly from top experts in all different asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, and Edward Brown of Pacific Private Money. Today's guest Robert Hytha of FIXnotes is a husband and father of two, a musician, skateboarding golfer (rarely at the same time), birdwatcher and student of life who has developed a deep expertise in distressed real estate debt. First introduced to non-performing loans (NPL) in 2011 as US Mortgage Resolution employee #1 (now mid-2023: $560,198,251.50 of NPL UPB under his belt), he has been a full-time mortgage note entrepreneur ever since.  In 2017, FIXnotes.com was born out of the mission to democratize the secondary mortgage market and Rob continues to lower barriers to entry by offering education, community and opportunity. Thousands of investors have learned from his free course & YouTube channel and since 2020, the Mortgage Note Mastermind has helped over a hundred note buyers acquire, manage & monetize performing, non-performing, 1st/2nd position residential real estate secured debt.In this episode we will dive into some of the following topics:Financial Introduction to the Secondary Mortgage Market.Unlocking New Opportunities through Early Learnings.Navigating Diversified Real Estate Strategies.Setting Up for Success from the Start.Mastering Valuable Skills for Success.Branching Out into Entrepreneurship.Getting Started in the Secondary Mortgage Market.Investing Without Personal Capital, Network, or Track Record.Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
Maximizing Efficiency with Paperstac: Streamlining Bids and Accelerating Closures
Nov 21 2023
Maximizing Efficiency with Paperstac: Streamlining Bids and Accelerating Closures
The Real Estate Mastermind Live is a live podcast turned radio show, created for real estate investors who want to learn directly from top experts in all different asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, and Edward Brown of Pacific Private Money. Today’s guest’s Rick Allen and Brett Burky of Paperstac discuss maximizing efficiency through streamlining bids and accelerating closures. Rick Allen, a seasoned investor with over 15 years of active involvement in the real estate sector and Co-Founder of Paperstac. In this episode, Rick shares his wealth of experience, specializing in discounted acquisitions and distressed assets. With a remarkable track record of over 400 single-family home purchases totaling $25,000,000.00 in acquisition costs and a market value of $45,000,000.00, Rick discusses his journey, insights, and the innovative approach taken to revolutionize the mortgage note industry.Additionally, we feature Brett Burky, an internet marketing veteran since 2003, currently leading the marketing efforts at Paperstac.com. Learn about Brett's role in contributing to the growth and expansion of Paperstac's platform, utilizing his expertise in SEO and Paid Search Marketing. Gain insights into the strategies employed to bring the opportunities of mortgage notes to a broader audience, as Paperstac continues to actively evolve and shape the landscape of note investing since their platform went live in 2014.In this episode we will dive into some of the following topics:Rick's Background in the Industry.Origins of Paperstac.Future Direction of Paperstac According to Brett.Note Closings: Purpose and Creation.Practical Applications of Note Closings.Trends in Platform Sales.Upcoming Products for Private Lenders.Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
Risk & Reward: How to Grow Your Risk & Reward Strength with Jean Klinkhamer
Oct 31 2023
Risk & Reward: How to Grow Your Risk & Reward Strength with Jean Klinkhamer
The Real Estate Mastermind Live is a live podcast turned radio show created for real estate investors who want to learn directly from top experts in various asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, along with Edward Brown of Pacific Private Money.Today’s guest is Jean Klinkhamer of Klinkloans Fund who has worked with real estate investment properties in Arizona since 2002. He has been involved in hundreds of transactions and has financed over $100 million in private money loans.As an investor, Jean has fixed and flipped many homes himself and owned and managed rental properties. He brings that perspective to the table as a lender and knows from experience what investors want and need in terms of smooth access to capital for their transactions.In this episode, we will explore the following topics:Can you frame risk related to real estate investing?How can people grow in their risk / reward strength?What have been your biggest struggles related to risk / reward?What other common risks deter people from real estate investing?What's a low-risk way to get started in Real estate investing?Can you Share examples of real estate investments and their risks   that became successful, and the lessons learned.How can investors grow in market understanding informed to manage risk?What other strategies help investors assess and manage real estate risk effectively?Key factors to consider when deciding to invest in real estate and building confidence in decision-making.Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
Pay Less Tax, Live Larger with Melanie Sikma & Byron McBroom
Oct 24 2023
Pay Less Tax, Live Larger with Melanie Sikma & Byron McBroom
The Real Estate Mastermind Live is a live podcast turned radio show created for real estate investors who want to learn directly from top experts in various asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, along with Edward Brown of Pacific Private Money.Today’s guest is Byron McBroom and Melanie Sikma who are a father-daughter combo. Melanie grew up listening to Byron, a CPA for 40+ years, talk tax and financial strategies with his entrepreneur friends on camping trips. His excitement for helping entrepreneurs make their dreams come true led her into business with him. They love to help their clients pay as little tax as legally possible and utilize that extra money to fund their dreams. Whether discussing tax and business strategies or the fundamentals of personal finance, they both have a passion for teaching others and work to make often boring and confusing topics fun and easy to understand.In this episode, we will explore the following topics:What should entrepreneurs/investors be looking for in a tax professional?Give me some examples of how you’ve helped real estate investors.What are some commonly overlooked tax strategies that real estate investors should be aware of?What should the new investor do to capture as many tax deductions as possible.Can you explain how real estate investors can take advantage of depreciation and cost segregation to optimize their tax position?Explain what being a real estate professional means and what are the benefits.What are some things to be aware of when you invest in multiple states?Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
Unlocking Investment Trends: A Macro Perspective with Gary Schlossberg
Oct 10 2023
Unlocking Investment Trends: A Macro Perspective with Gary Schlossberg
The Real Estate Mastermind Live is a live podcast turned radio show created for real estate investors who want to learn directly from top experts in various asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, along with Edward Brown of Pacific Private Money.Today’s guest is Gary Schlossberg, a global strategist for Wells Fargo Investment Institute (WFII), a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves Wealth & Investment Management (WIM). WIM is a division within Wells Fargo & Company. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.Mr. Schlossberg is responsible for identifying global macroeconomic and political trends, their impacts on financial markets, and their potential opportunities and risks for investment portfolios. He conducts internal and external presentations, and he produces market updates, special reports, and white papers that articulate views to help investors meet their long-term financial goals.Prior to joining WFII, Mr. Schlossberg worked as a senior economist with Wells Fargo Asset Management, the bank’s institutional investment manager, and in the bank’s Economics Department. He began his career as a researcher with the U.S. Treasury Department and the Federal Reserve Board.In this episode, we will explore the following topics:What exactly are macro trends in investments, and why should investors pay attention to them?Can you highlight some of the current prominent macro trends shaping the investment landscape?How do global economic conditions influence these macro trends in investments?Are there specific industries or sectors that are particularly impacted by these trends?For individual investors, what strategies can they employ to align with these macro investment trends?What role does technology play in the evolving world of investment trends?Could you share some historical examples of how macro trends have affected the financial markets and investments?How can investors adapt their portfolios to capitalize on or safeguard against changing macro trends?Are there any potential risks associated with following macro trends too closely in one's investment strategy?Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
What to Expect at NoteExpo 2023 with Bob Repass
Sep 26 2023
What to Expect at NoteExpo 2023 with Bob Repass
The Real Estate Mastermind Live is a live podcast turned radio show created for real estate investors who want to learn directly from top experts in various asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, along with Edward Brown of Pacific Private Money.Today’s guest is Bob Repass, managing director of Colonial Funding Group and NoteSchool. Bob Repass is a 30-year veteran and expert in residential and commercial seller finance discounted mortgage and distressed asset industry. Over the course of his career, he has purchased over 45,000 performing and non-performing residential and commercial mortgage loans totaling over $2.5 billion dollars in volume, giving him an unparalleled track record in the industry. During his career in the seller finance note industry he was a Senior Executive at the largest institutional investors; Metropolitan Mortgage & Securities, Associates Financial Services and Bayview Financial. Mr. Repass currently serves as Managing Director of Colonial Funding Group and NoteSchool, where he has overall responsibility for the management and operations of the firm. In addition, Bob is a Managing Partner for Colonial Capital Management, where he is the Chief Investment Officer of CCM’s Colonial Impact Fund II. He also co-founded the Seller Finance Coalition in 2014 to ensure the seller finance industry would have a seat at the table going forward to protect our industry from over-regulation and continue to provide access to affordable homeownership.In this episode, we will explore the following topics:NoteExpo 2023 is November 3-4 – give us some background on why NoteExpo was created and why folks should attend.You said the core focus of the event is the 3 C’s – Content, Connections and Community, let’s elaborate on each of those.What is something note investors, new and seasoned struggle with to grow their business?Having been in the note space for more than 30 years you have lived through several cycles and downturns, where do you think we are now and where do you see our industry going in the next 6-12 months?What are some of the keys that have allowed you to have such a long and successful career in the note business?We are in some interesting times, in one word what is your top concern in the market today?Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
Earning Passive Income Through Franchise Investing with Kenny Rose
Sep 12 2023
Earning Passive Income Through Franchise Investing with Kenny Rose
The Real Estate Mastermind Live is a live podcast turned radio show created for real estate investors who want to learn directly from top experts in various asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, along with Edward Brown of Pacific Private Money.Today’s guest is Kenny Rose, founder of FranShares. Kenny has worked with over 600 franchise brands in more than 100 industries. As an expert on franchise evaluation, he is able to identify the best ways to deploy capital into franchise ownership to maximize return on investment and operations.After getting his degree in Financial Services from San Diego State University, Kenny started his career at Merrill Lynch as a financial advisor. While there, he earned his FINRA Series 7 and Series 66 licenses and worked with high-net-worth individuals, helping them grow and preserve their wealth.With a desire to help people build and grow wealth through entrepreneurship, Kenny joined the world’s largest franchise brokerage. He helped people learn about franchising, recommended specific franchise options based on their criteria, and coached them through the evaluation and purchase process. He then founded Semfia, a franchise brokerage focused on income-producing and manager-run franchises.Kenny’s views on franchising have been featured in Business Insider, Forbes, ABC, The Hustle, American Express, the Amazon feature book, “More Than Just French Fries,” and other publications worldwide, in total reaching over 300 million people throughout the world.In this episode, we will explore the following topics:What is FranShares and how did you come up with the idea to start FranShare.In what ways can franchise investments provide a hedge against real estate market volatility?How does the franchising business model compare to real estate in terms of scalability and growth potential?Can you discuss some instances where combining franchising and real estate ownership has led to unique investment opportunities?How does franchising offer a means of diversification for real estate investorsHow can an individual leverage their real estate knowledge when exploring franchise opportunities?What are the key differences in the legalities of franchise versus real estate investing?How do demographic trends impact both real estate and franchise investmentsHow does FranShare's facilitate cross-industry knowledge for real estate investors considering franchise opportunities?Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
Passive Real Estate Investing with Dave Van Horn
Aug 28 2023
Passive Real Estate Investing with Dave Van Horn
The Real Estate Mastermind Live is a live podcast turned radio show created for real estate investors who want to learn directly from top experts in various asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, along with Edward Brown of Pacific Private Money.Today’s guest is Dave Van Horn, the founder and executive chairman of PPR Capital Management, a holding company that manages several funds which buy and sell both residential mortgages and commercial real estate nationwide. Dave’s expertise is derived from over 35 years of real estate investing experience as a licensed realtor, contractor, and fundraiser. As the latter, Dave has raised over $300 million dollars in private equity for both notes and commercial real estate.In addition to his own investments and role at the company, Dave’s biggest passion is teaching others how to build and preserve wealth. Dave is also a national speaker and author with work featured in publications such as Bigger Pockets and Forbes.In this episode, we will explore the following topics:Brief background and company historyWhat our company doesRaising capital and deployment.Managing cash dragCurrent market and strategyScaling our business.Advantages of investing in our fundCurrent fund offeringsFuture growth opportunities.Going from being an active RE investor to a passive RE investor.Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
Passive Multifamily Real Estate Investing with Charles Carillo
Aug 25 2023
Passive Multifamily Real Estate Investing with Charles Carillo
The Real Estate Mastermind Live is a live podcast turned radio show created for real estate investors who want to learn directly from top experts in various asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, along with Edward Brown of Pacific Private Money.Today’s guest is Charles Carillo, the managing partner of Harborside Partners; a real estate syndication firm and has been actively investing in multifamily and commercial real estate since 2006. Since that time, he has invested in over $200 million worth of investment real estate. Charles is also the host of the Global Investors Podcast, where he interviews professionals about investing in U.S. real estate.In this episode, we will explore the following topics:What makes cash-flowing real estate so powerful?What are some of the biggest mistakes real estate investors make?How to mitigate risk when investing in real estate?How do you decide which sponsors, deals, and markets to focus on?What is real estate syndication?How to invest in U.S real estate as a foreign investor (passively or actively)How can you invest in real estate while having a full-time job?Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
Impact Investing: Empowering Positive Change with Felecia Froe
Aug 21 2023
Impact Investing: Empowering Positive Change with Felecia Froe
The Real Estate Mastermind Live is a live podcast turned radio show created for real estate investors who want to learn directly from top experts in various asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, along with Edward Brown of Pacific Private Money.Today’s guest is Felecia Froe, MD who started Money with Mission to eliminate the financial handcuffs that hold so many women in relationships and jobs that they hate.  She uses her thought leadership platforms to educate woman physicians about off-wall street investments and financial literacy.  She hosts a top 10% in the world podcast, is an international speaker, and a multiple best-selling book author.  Felecia doesn’t just educate she practices what she preaches as an avid social impact real estate and business investor. In this episode with Felecia, we will explore the following topics:What is Money with Mission.What makes you feel so strongly about helping women.Why don’t more women invest off Wall Street.How did you get started investing off Wall Street.Tell us about how Money with Mission helps women invest off Wall Street.Why is having a positive social impact important to you. Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn
How to Find Buyers and Sellers of Mortgage Notes with David Tedder
Jul 27 2023
How to Find Buyers and Sellers of Mortgage Notes with David Tedder
The Real Estate Mastermind Live is a live podcast turned radio show created for real estate investors who want to learn directly from top experts in various asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, along with Edward Brown of Pacific Private Money.Today’s guest is David Tedder, the founder of PTE, Inc. David Tedder has been buying notes for over 40 years. In 1988 David helped a bank raise $3,000,000 to cover payroll and in return he was given 10,000 performing and non-performing notes.PTE. Inc. was founded by David Tedder and Larry Pearlman for the purpose of buying and selling single family residences, duplex, triplex and 4 plex apartments and commercial property, as well as offering related business services, including the purchase and sale of notes and mortgages.In this episode, we will explore the following topics:Overview of PTENotes.com the directory of note buyers.Why was PTENotes.com created?Where do you find your note buyers?Where do you find your note sellers?What type of notes can buyers purchase?What type of notes do you purchase?Explain to me the different “buying models” note buyers use.What models do you teach and discuss?Tell me about your class on buying and selling distressed notes.Learn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn