Cash Flow Connections - Real Estate Podcast

E374 - The Uncertain Future of SDIRAs

The world of self-directed retirement is in jeopardy.  Recent headlines about “MEGA ROTHS” have created a buzz in the media, and that buzz has resulted in an increase in regulatory hurdles for everyday people who have self-directed their retirement accounts.  Though the recent proposals to essentially ban the investment of private placements via SDIRA’s have been rejected, there are still several changes in the works that investors need to be knowledgeable about. In fact, it’s critical to understand how these discussions are evolving, as many of the regulations may take place as early as 2022.  Today, we are joined by John Hyre, an experienced tax attorney who specializes in the taxation of real estate and SDIRA’s/401k’s. He is exceptionally knowledgeable on the matter and painstakingly reviews recent court cases to stay on the cutting edge of these regulations.  CLICK HERE  In this episode, we discuss…  What is the future of “backdoor” contributions that circumvent income limits on SDIRAs?  What are some examples of enforcement of these self-dealing rules, and what can YOU learn from them?   Why our guest is a huge proponent of the Solo K structure, and how you can contribute over $50,000 if you meet certain criteria  This is a VERY important episode for any passive investor who has self-directed their account, or an owner operator that wants to raise future funds from SDIRA investors.  CLICK HERE  Take Control,  Hunter Thompson Resources mentioned in the podcast: 1. His website 2. His educational content Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group

E373 - MM - What KPI’s Should You Track to Grow Your List

In this Monday Minutes, I discuss the KIPI’s you should be focusing to grow your email list, and why it’s important to focus on your email list as a real estate entrepreneur.  I also discuss our internal tracking system that you can use for your own business for free!  Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group

E372 - How He Went From Broke 20 Year Old to Raising Millions

Our guest for today immigrated with his parents to the US when he was five years old.  He didn’t speak English and he came from a financially disadvantaged background.  To be honest, a lot of the deck was stacked against him… …but he didn’t let that impact his desire (or ability) to accomplish amazing things.  <<>> Today, we are joined by Daniel Kwak, who is the Founder of Miotti Partners Capital, a managed private equity real estate and development fund. He has traveled the US speaking at conferences to the next generation of real estate entrepreneurs. Daniel also produces The Kwak Brothers YouTube channel, which has over 200,000 subscribers.  In this episode today, we are going to discuss…  How Daniel when from -$187.65 in his bank account at the age of 20, to having an 8-figure portfolio by 27  Daniel’s views on how hard work and economics tie in to each other, and why he feels blessed to be alive in the US during this incredible time human history  Why Daniel’s most common response to people who don’t think they're ready to raise capital is simply… “Good…You probably shouldn’t!”  <<>> Daniel is not only an all-star entrepreneur, he is also a deep-thinker and action-taker. I think many of you will thoroughly enjoy his story  Take Control,  Hunter Thompson Resources mentioned in the podcast: 1. His Personal Email 2. His Website 3. His YouTube Channel Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group

E371 - MM - The Key to Actually Accomplishing Your Goals for 2022

In this Monday Minutes, I discuss how to not only set SMART goals, but how to reverse engineer annual goals into weekly tasks (and where most people fall short.)  I also share with you one of my favorite quotes of 2022… Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group

E370 - How to Get the Most Out of a Real Estate Conference

Given that there are several real estate conferences coming up (including the Intelligent Investors Real Estate Conference (IIREC)!), I thought it would be good to discuss this very topic with the host of one of the most popular real estate conferences in the US… Today, I’m joined by Ben Lapidus, CFO of Spartan Investment Group and the Host of the Best Ever Real Estate Conference ("Best Ever").  For those of you that don't know Best Ever is one of the few real estate conferences I try to attend each year. Both Ben and I know a thing or two about not only throwing a kick-butt event, but also what it takes to get the most out of in-person events as an attendee. Click Here to Listen Now If you are planning on attending IIREC 2022 or Best Ever Real Estate Conference this year, make sure to check this out! What are some of the key mistakes even producers make when setting their expectations for the event? What can attendees do to supercharge their experience, both from a networking standpoint, as well as their ability to get the most out of the How should event attendees and producers be contemplating the risks and uncertainty surrounding Covid-19? Whether you are attending an in-person event this year, or have an interest in throwing one, I’m sure you’ll get a lot out of this episode. Click Here to Listen Now Resources mentioned in this podcast: 1. The Best Ever Conference 2. Spartan Investment Group Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group

E369 - MM - What to Do About Fear and Critical Comments

In this episode, I discuss some of the steps you can take to avoid getting a lot of negative comments on social media, and what to do about the fear of getting them!  Resources mentioned in the podcast: 1. E238 - MM - How To Get Away with Saying Offensive Things Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group

E368 - How He Created a Tool for Passive Investors While Being a Doctor

One of the many benefits of the online education revolution that is taking place right now, is that someone can go into the space of real estate investing with very little background, and become a confident passive investor, with just a few months of dedication. This simply wasn’t possible just a few short years ago. As the interest in passive investing continues to grow, more and more service providers are popping up to help facilitate these passive investors’ growth curve and enhance their knowledge and expertise, as they work to review new investment opportunities. This interview is just one of many examples of this. Today, we are joined by Dr. Samuel Giordano, who is a full-time physician and founder of Passive Advantage, a software designed for passive investors. How our guest went from struggling to find access to quality education on the topic of passive investing, to being a very confident investor in just a few years (and some of the resources he used along the way!) Why our guest feels a bit bearish on a few sectors of the real estate sector, and what asset classes he is most bullish on from a passive investors’ standpoint How our guest turned a simple Excel document into a robust software which helps passive investors vet opportunities Interested in being able to vet deals more quickly? Check out this interview to learn how he does it, and what tools he uses to help him along the way. Take Control, Hunter Thompson Resources mentioned in the podcast: 1. Passive Advantage Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group

E367 - One Risk Passive Investors Never Think About (Part II)

A few weeks ago, I did a short Monday Minutes summarizing why the reduction of liability is a HUGE (and underrated) benefit of passive investments… This week, I have a follow up, that could be equally important (and also related).  Interested in being a non-collectable individual for creditors?  Click here to hear how… Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group

E366 - How to 10x Your Deal Flow Through the Fund of Funds Model

As the real estate market evolves, more and more operators and investors are looking for new strategies to diversify their portfolios.  One of the best ways I’ve found to leverage the track record, relationships, geographic location, and deal flow of someone else’s firm is through the concept of the “fund of funds” model - sometimes referred to as the “SPV” (Special Purpose Vehicle) model.  We are joined by Ariel Diaz, fellow RaiseMaster and founder of Trajan Real Estate. Ariel is here to discuss a recent paradigm shift he had on this topic, which allowed him to significantly increase his deal flow by utilizing this structure.  <>  Today, we are going to discuss…  Why our guest felt like he was “stuck” in a low cap rate market, and how the fund of funds model helped solve that problem  How he was able to leverage his fund of fund’s investment amount to get favorable terms for his entity  How to overcome challenges around your investors potentially circumventing you as a fund of funds manager   How the fund of funds structure allows you to get your foot in the door with just about any operator (regardless of how experienced they are)  This episode is extremely relevant for both savvy passive investors, as well as well-established operators. The power of this vehicle is only just beginning to be understood in the market today.  You’ll see why during this interview!  <>  Take Control,  Hunter Thompson Resources mentioned in this podcast: 1. His website Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group

E365 - MM - Why You SHOULD Get A Lambo

In this Monday Minutes, I give my perspective on the question that you might have asked yourself if you’re experiencing a certain level of success…    “Should you flex and get a Lamborghini, or do your best to limit your expenses and liabilities?” My answer may surprise you, but I mean it with all my heart.  Click below to hear my perspective… Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register. CFC Podcast Facebook Group