Cash Flow Connections - Real Estate Podcast
Welcome to the Cash Flow Connections Real Estate Podcast. This podcast provides insights into the intricacies of commercial real estate investing through interviews with some of the leading investors, sponsors, and managers in the U.S. The program centers on cash flow focused asset classes such as mobile home parks, self-storage, multi-family, and office, but virtually all types of real estate transactions will be covered. The podcast is hosted by Hunter Thompson, founder of Cash Flow Connections and full-time real estate investor.
Cash Flow Connections is a private equity firm that assists accredited investors achieve diversification though recession-resistant real estate.
Episodes

Monday Apr 22, 2019
Monday Apr 22, 2019
In this Monday Minutes episode, Hunter discusses the book "The Charisma Myth" by Olivia Fox Cabane, and how you can learn to be charismatic. Interested in investing with Hunter? Visit asymcapital.com Email us at: info@asymcapital.com

Wednesday Apr 17, 2019
Wednesday Apr 17, 2019
Family offices are firms that serve the ultra-high net worth investors such as centimillionaires and billionaires. While many people would be over the moon after receiving a $1mm check after hours of negotiations and meetings, those same individuals from family offices wouldn't even show up for such a low amount. In fact, a similar meeting for a family office would leave them in control of an additional $500mm in equity or more. How exactly does the family office business model work? Our guest for today is Richard Wilson who helps families with a net worth of $100mm or more create, manage, and maintain their family office. Richard currently manages 14 clients including mandates with 3 billionaire families. He is also the CEO of a $500M+ single family office and Head of Direct Investments for another with $200M+ in assets. Richard is also the author of a bestselling book in the family office industry, The Single Family Office: Creating, Operating and Managing the Investments of a Single Family Office and a recently released book called How to Start a Family Office. Today we are going to discuss... What categorical shifts need to be made if you are planning on working with centimillionaires and billionaires The three main investing buckets most family offices need to consider filling Some of the strategies that family offices implement that accredited investments can also implement on their own What the future of the family office looks like in the US Learn more about our guest: familyoffices.com Subscribe in iTunes. Click here to access our investment opportunities.

Monday Apr 15, 2019
Monday Apr 15, 2019
In this Monday Minute episode of the Cash Flow Connections podcast, Hunter discusses achieving two goals, cash-flow and value-add creation that will boost the IRR profile. Interested in investing with Hunter? Visit asymcapital.com Email us at: info@asymcapital.com

Wednesday Apr 10, 2019
Wednesday Apr 10, 2019
Numerous things have made this real estate cycle interesting and unique, but one of the most compelling stories over the last 10 years has been the self-storage sector. This asset class is relatively new, but its popularity continues to grow as an investment vehicle since it has proven permanent due to the fantastic price appreciation it has experienced since the Great Recession. Self-storage and mobile home parks have experienced more same-store NOI growth than any other asset class. There are always unknowns about the future and in order to mitigate these risks research and market analyses should be done. Our guest for today is John Chang who leads Research Services for Marcus & Millichap, which is a prominent source of commercial real estate market analysis, insight, and forecasting. John is a regular speaker at conferences with thought-provoking and insightful dialog spanning economic, financial, and performance trends for virtually all commercial property types. Today we are going to discuss… Why you should be cautious about over development Buying tendencies of baby boomers and millennials Markets where our guest thinks things are really over-heated Markets that are showing a lot of promising signs of opportunities Learn more about our guest: Website: marcusmillichap.com Subscribe in iTunes. Click here to access our investment opportunities.
Wednesday Apr 03, 2019
Wednesday Apr 03, 2019
Each person has their own reasons for motivation and they may be dramatically different from one another. There's a good chance that your colleague, friend, or family member has a much different motivating factor than you that gets them up in the morning, and keeps them going. What makes you excited to get out of bed in the morning? What motivates you to put in that extra 20%? Our guest for today is Rod Khleif who is a passionate real estate investor who has personally owned and managed over 2,000 apartments and homes. As an accomplished entrepreneur, Rod has built several successful multi-million dollar businesses, however, he is most proud of his 15+ years of community building and philanthropy. He founded the Tiny Hands Foundation, which has benefited more than 55,000 children in need. Today we are going to discuss... What the realization felt like, and how our guest was able to dig himself out of that How our guest gained and lost over $20 million dollars Visualization strategies that helped the world through philanthropy What makes our guest excited to get out of bed Learn more about our guest: rodkhleif.com Subscribe in iTunes. Click here to access our investment opportunities. Download MP3

Wednesday Mar 27, 2019
Wednesday Mar 27, 2019
One of the most accurate predictors of a recession is the yield curve, which is why so many people keep an eye on it. However, there is much more to unpack than simply watching the spread between the 10 and the 2. Our guest for today is Ali Wolf who is the Director of Economic Research for Meyers Research. As head of the Economics Department, Ali manages and analyzes the content for the firm, provides data analytics, runs special research projects, and does presentations across the country on topics spanning both the housing market as well as the wider economy. In this episode, we are going to discuss... What we mean by the "yield curve inversion" and why this metric communicates that there is fear in the market What does an inversion of the 5-year and 3-year mean for the 10-year and the 2-year What does it mean for real estate prices if we do have a recession Learn more about our guest: Website: meyersresearchllc.com Email: awolf@meyersllc.com Previous Appearance: Will We Set The Record For Longest Economic Recovery Ever? https://fred.stlouisfed.org/series/T10Y2Y Subscribe in iTunes. Click here to access our investment opportunities.

Wednesday Mar 20, 2019
Wednesday Mar 20, 2019
Not having the ability to predict the future makes it extremely challenging when it comes to investing because you never know what the next black swan event will be. Since there are so many potential challenges in the economy that could cause a recession, accurate predictions can be almost impossible. Due to the division of labor, most people are only focused on one sector of the economy and may be completely oblivious to the changes happening in numerous other industries. Having a broad range of knowledge can lead to more accurate predictions and help keep your investments safe. Our guest for today is Gerald Celente who is the publisher of The Trends Journal. He has earned the reputation as "today's most trusted name in trends" due to his consistent accuracy in identifying upcoming changes as well as his timely forecasts since 1980 regarding global financial markets and other important events. Today we are going to discuss... What are some of the potential black swans our guest is keeping an eye on and what they could mean for the economy If this could be a 1987-style correction, 1929 crash, or if the US could enter a decade of low-negative GDP growth Whether or not there is trade war going on with China and what implications this could have Learn more about our guest: The Trends Journal - Monthly Magazine Subscribe in iTunes. Get access to CFC investments.

Wednesday Mar 13, 2019
Wednesday Mar 13, 2019
Private equity groups and accredited investors have been looking everywhere for returns, even outside of their typical comfort zone. Many groups are seeking less competitive asset classes that can cause huge success, even if they are not well versed in the particular sector. Back in 2013, our guest saw some extremely bullish trends taking place in the industrial sector which led to his belief that they are well-positioned as more and more groups move outside of their comfort zone. Our guest for today is Richard Kent, who is the Managing Principal of Avistone which is a CRE investment firm that focuses on multi-tenant industrial parks. Richard has more than 30 years of experience in financial services, real estate investing, and capital markets. He has completed more than $2B of transactions in commercial properties and has also worked in Wall Street, commercial banks, and real estate operating companies including Smith Barney, Commercial Capital Bank, and Deutsche Bank. Today we are going to discuss... How you can purchase assets significantly below replacement cost, although they are difficult to replace in the first place since they take up a lot of land The misconception about Amazon eating retail and the correlation between the amount of products Amazon ships, and the more warehouse space that is needed When it comes to industrial, how you can identify markets where there simply isn't additional supply coming online Learn more about our guest: Website: Avistone.com Subscribe in iTunes. Click here to access our investment opportunities.

Wednesday Mar 06, 2019
Wednesday Mar 06, 2019
We all know that when interest rates go up, borrowing money becomes more expensive. This also has a profound effect on properties, because the more expensive borrowing becomes, the less debt the property can substantiate, in turn decreasing the property value. As those property values decline, cap rates will continue to climb, meaning that as interest rates rise, cap rates increase as well. What do those rising interest rates actually mean for real estate investors? Our guest for today is Mike Zlotnik who is the CEO of Tempo Funding and the Founder of TH Management Groups, which are real estate investment companies. He has been a debt and equity investor in real estate since 2000 and has always had a passion for it because of its predictability of outcome and well-understood risks. Mike is also a member of multiple real estate and investor mastermind groups including Collective Genius and hosts a podcast called Big Mike Fund. Today we are going to discuss... Why watching unemployment is critical if you are going to try to predict anything about interest rates Why rising interest rates can significantly impact most US citizens, even if they aren't buying a house Our guest's prediction about the outcome of the unheard of monetary policies which started in 2008 Learn more about our guest: Website: BigMikeFund.com Subscribe in iTunes. Click here to access our investment opportunities.

Wednesday Feb 27, 2019
Wednesday Feb 27, 2019
Entrepreneurs are known for their hustle and commitment to "the grind". Due to the tremendous amount of work on their plate, they tend to work all the time and never really stop. Many people exchanged working 40 hours a week at a reliable job to working 70 hours per week on their own business. Not only are the prolonged hours an issue, but the stresses of owning a business can take a toll on many people. Why are so many people living in what our guest calls "entrepreneurial poverty"? Is there a way to escape it? Our guest for today is Mike Michalowicz who is the author of Profit First, Surge, The Pumpkin Plan, and Clockwork. By his 35th birthday, Mike had founded and sold two companies, one to private equity and another to a Fortune 500 firm. Today, he is running his third multi-million dollar venture, Profit First Professionals. He is also a former small business columnist for The Wall Street Journal and the former business makeover specialist on MSNBC. Today we are going to discuss... Systems that allow you to make your business run without you How to analyze your business's current mix of Doing, Deciding, Delegating, and Designing and what the optimal mix is How you can create a team of all-stars which will eventually allow you to take your first 4-week vacation without worrying that the business will collapse Learn more about our guest: Website: mikemichalowicz.com Subscribe in iTunes. Click here to access our investment opportunities.




