The Wealth Flow – Détails, épisodes et analyse

What happens when you leave LA for Thailand and raise $20M remotely? Matthew Baltzell shares how he built a 500+ unit portfolio, ran ultras, and used podcast guesting to raise capital, with no local meetups required. This episode is your blueprint for scaling your portfolio, regardless of your location. So, start listening!

Key Takeaways To Listen For

• How a virtual meetup from Thailand grew Matthew’s real estate network fast
• The power of digital marketing vs. traditional networking for raising capital
• Key marketing mistakes and what investors should do to fix it
• What a 100K jungle ultra taught Matthew about winning in business
• Why building a strong brand helps investors trust you with their capital

Resources/Links Mentioned In This Episode

• The Alchemist by Paulo Coelho | Kindle, Paperback, and Hardcover
• BiggerPockets

Master the art of guest podcasting and watch your portfolio scale. Download the step by step guide to raise your first million guest podcasting for FREE at https://myfirstmillionpodcasting.com/.

About Matthew Baltzell
As an American expat, Matthew Baltzell moved to Thailand in 2016, launching a life-changing journey. Since then, he has built a real estate portfolio of over 700 units, spent four years in private equity, hosted a Top 400 Business Podcast, and launched a successful online business. Today, he helps real estate investors and entrepreneurs grow their businesses through audience-building, podcasting, and creative digital marketing strategies.

Connect with Matthew

• Website: Matthew Baltzell | CapXmedia
• Podcast: Real Estate Journeys | Apple Podcasts
• LinkedIn: Matthew Baltzell
• Facebook: Matthew Baltzell
• Instagram: @matthewbaltzell
• X: @MatthewBaltzell

Connect With Us

If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

Follow Keith’s social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

In this episode, Christopher J. Picciurro, CPA, MBA, PFS, ARA, returns to break down powerful, tax-saving strategies for real estate investors. From the basics of passive investing to advanced tax planning tools, he shares how to legally reduce your lifetime tax burden. If you’re serious about building wealth, this is the playbook you need.

Key Takeaways To Listen For

• Cash Flow vs. Tax Flow: Why your paper loss can still be a financial win
• Understanding depreciation, “gold diagnoses,” and lifetime tax planning
• How to use REP status and cost segregation for massive tax savings
• Strategies to control capital gains when selling and when to use them
• Income-shifting tactics using S corps, spousal payroll, Roth conversions, and health reimbursement hacks

Resources/Links Mentioned In This Episode

• Defeating Taxes

About Christopher J. Picciurro, CPA, MBA, PFS, ARA
Chris Picciurro is a nationally recognized tax strategist specializing in real estate investing. A CPA, MBA, PFS, and ARA, Chris brings over two decades of experience helping investors and entrepreneurs legally and ethically reduce their lifetime tax burden. He’s the founder of Teaching Tax Flow, co-founder of Integrated CPA Group, and a sought-after speaker for organizations like NATP, MICPA, and NARPM.

Based in Franklin, TN, Chris is also a podcast co-host, former Intuit Tax Council member, and passionate educator dedicated to demystifying tax planning for investors and professionals alike. In his free time, he enjoys pickleball, travel, and family time.

Connect with Chris

• Website: Teaching Tax Flow | Chris Picciurro
• Podcast: Teaching Tax Flow | Apple Podcasts and Spotify
• LinkedIn: Christopher Picciurro, CPA, MBA, PFS, ARA
• Facebook: Chris Picciurro
• Facebook Group: Defeating Taxes
• Instagram: @chrispicciurro

Connect With Us
If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

Follow Keith’s social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

What do international oil deals, tax strategy, and high-stakes investing have in common? Courtney Moeller, a Navy vet turned oil and gas powerhouse, shares how she transformed her father's company, avoided a Ponzi scheme, and now helps investors protect wealth while drilling for real returns. From fracking to tax-code hacks, this episode is a masterclass in smart energy investing.

Key Takeaways To Listen For

• The Ponzi scheme that reshaped Courtney’s due diligence process
• Why only partners with major operators
• How horizontal drilling revolutionized oil production
• Return potential of strategic oil investments
• A way to verify ownership and production records yourself

Resources/Links Mentioned In This Episode

• What Would the Rockefellers Do? by Garrett B. Gunderson and Michael G. Isom | Kindle, Hardcover, and Paperback

Want the inside scoop on oil and gas investing? Grab Courtney Moeller’s detailed Oil & Gas Report covering the economic outlook, why oil & gas matters, massive tax benefits, and smart investment strategies. Download it now at https://oilandgasreport.net.

About Courtney Moeller
Courtney Moeller is a U.S. Navy veteran, bestselling author, international speaker, entrepreneur, and blockchain expert who served five years as an aviation electronics technician aboard the USS Nimitz in support of Operation Iraqi Freedom. A lifelong Midland, Texas oil-and-gas insider, she inherited her family’s drilling business and now helps professionals access direct oil and gas opportunities—partnering with billion-dollar operators like EOG and Continental—to secure massive tax benefits, mitigate risk, and generate steady cash flow. Her mission is to help others build wealth while keeping more of their hard‑earned money out of the IRS’s hands.

Connect with Courtney

• Website: Courtney Moeller
• LinkedIn: Courtney Moeller
• Facebook Group: Advanced Tax Strategies for Professionals

Connect With Us
If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

Follow Keith’s social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

It's time to make your investments work smarter, not harder, in this episode featuring Jonathan Twombly. Learn how to maximize returns on multifamily properties and get ready to revamp your investment strategy with game-changing insights tailored for the aspiring real estate investor. So, tune in!

Key Takeaways To Listen For

• Business models and tips to help you establish your own RE business
• How to optimize returns on value-add multifamily properties
• An expert’s opinion on the future of cap rates and interest rates
• Insider tips about the real estate hotel chain industry
• Key tips and resources for aspiring real estate investors

Resources/Links Mentioned In This Episode

• Who Not How by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Paperback, and Hardcover

About Jonathan Twombly

Jonathan, a seasoned multifamily real estate investor, collaborates with pre-qualified investors to enhance their investment portfolios with high-quality real estate. As the founder of Two Bridges Asset Management, Jonathan assists successful individuals, families, and trusts in diversifying their portfolios. The focus is on multifamily residential real estate, particularly in the rapidly growing southeastern US region.

With a syndication model, Two Bridges allows pre-qualified investors to partake in the ownership of multifamily residential properties. These investments offer a unique combination of "equity-like" upside and "bond-like" security. His transition from a 12-year career as a corporate attorney equipped him with a keen eye for detail, creative thinking, and the ability to spot overlooked value. These skills now contribute to his success as a real estate investor.

Connect with Jonathan

• Website: Two Bridges Asset Management
• LinkedIn: Jonathan Twombly

Connect With Us

If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

Follow Keith’s social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

Join us as Parker Pursell shares insights into the world of financial empowerment, exploring the incredible flexibility and wealth-building potential of an enhanced qualified retirement plan. Discover the advantages of taking control of your retirement accounts by listening until the end of the episode.

Key Takeaways To Listen For

• How does an eQRP help you achieve your financial freedom goals?
• Pros and cons of self-directed individual retirement accounts (IRAs)
• Self-directed IRAs vs. 401(k)
• Misconceptions about self-directed 401(k)s and why they aren’t true
• Important things you need to know about cryptocurrency and Bitcoin

Resources/Links Mentioned In This Episode

• Empower
• Rocket Money
• Extreme Ownership by Jocko Willink and Leif Babin | Kindle, Hardcover, and Paperback

About Parker Pursell

Parker is an investor, podcast host, and the CEO of eQRP. He is dedicated to empowering, educating, and supporting individuals in achieving financial transformation. Whether it's real estate, crypto, or optimizing your retirement, he serves as an excellent resource dedicated to others' success. With a wealth of experience, he brings substantial value to the table, embodying a refreshing and seasoned professional.

Connect with Parker

• Website: eQRP
• Podcast: TurnKey Retirement
• LinkedIn: Parker Pursell
• X: @parker_pursell

Connect With Us

If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

Follow Keith’s social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554\

Are you ready to bring your real estate investing journey to the next level this 2024? Join us in a conversation with Jason Yarusi as he shares his expertise and insights on effective strategies for securing partnerships and identifying new business opportunities in today’s real estate market. So tap the play button now to learn more!

Key Takeaways To Listen For

• Why it’s vital to educate potential investors when raising capital for a deal
• 2 ways to increase your property’s Net Operating Income (NOI)
• Tips for navigating volatile real estate markets and lending landscapes
• Strategies to find and leverage new business opportunities
• Advantages of investing in multifamily assets

Resources/Links Mentioned In This Episode

• Apartments.com
• Zillow
• Facebook Marketplace

About Jason Yarusi

Jason is a keynote speaker, real estate investor, mentor, and podcast host. He oversees a portfolio exceeding $245 million dedicated to multifamily real estate. His leadership at Yarusi Holdings has led to the acquisition of an impressive 2300 apartment units. His company specializes in property repositioning through operational streamlining, substantial renovations, and comprehensive rebranding.

Jason is also a dedicated ultra runner, fitness enthusiast, and the host of the Live 100 Podcast. Remarkably disciplined, he begins each day at 4:32 am, cherishing his role as a devoted father to three incredible kids and a loving husband.

Connect with Jason 

• Website: Yarusi Holdings | Jason Yarusi
• Podcast: Live 100 Podcast with Jason Yarusi | Apple Podcasts and Spotify
• LinkedIn: Jason Yarusi
• Facebook: Jason Yarusi
• Instagram: @jasonyarusi
• X: @JasonYarusi

Connect With Us

If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

Follow Keith’s social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

In this episode, Brian Davis reveals a unique and beginner-friendly way to get into real estate syndications as a passive investor. Brian will highlight what not to do as a newbie investor, the importance of diversification, and the perks of being in a club like SparkRental, so stay tuned. 

Key Takeaways To Listen For

• The structure and story behind SparkRental
• Why it’s crucial to diversify your investment portfolio
• 2 perks of being a passive investor in a real estate syndication
• Ideal criteria for selecting a real estate sponsor to invest in
• Valuable advice for real estate investing beginners
  

Resources/Links Mentioned In This Episode

• Groundfloor 
• Personal Success Made Simple by Brian Tracy | Audio CD
• Traction by Gino Wickman | Kindle, Hardcover, and Paperback
• A Gentleman in Moscow by Amor Towles | Kindle, Hardcover, and Paperback
  

About Brian Davis

Brian is a real estate investor and a co-founder of SparkRental. His expertise spans various domains, including e-commerce management, digital strategy, conversion rate optimization, pay-per-click advertising, and usability testing. He has become a rental industry expert known for his commitment to education and has also played a pivotal role in revolutionizing how people manage their rental properties. 

Connect with Brian 

• Website: SparkRental
• LinkedIn: G. Brian Davis
• Facebook: Spark Rental
• Email: brian@sparkrental.com 

Connect With Us

If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

Follow Keith’s social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

Access your limitless potential in life and wealth-building by listening to this episode with Nick Prefontaine. From his remarkable journey of moving past a major life obstacle to out-of-the-box tactics for acquiring your first real estate investments, you’ll find inspiration from our conversation, so tune in!

Key Takeaways To Listen For

• Breaking down the S.T.E.P. System
• Why it’s crucial to foster a resilient mind and self-trust
• Creative ways to acquire a real estate property
• How Nick’s team help their buyer clients secure properties seamlessly
• The inspiring mission of Common Goal 
  

Resources/Links Mentioned In This Episode

• Dysphonia International
• The Gap and The Gain by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Hardcover, and Paperback
• Frequency by Penney Peirce | Kindle, Paperback, and Hardcover

Are you facing the toughest challenges in life right now? Visit https://nickprefontaine.com/step to download the S.T.E.P System for FREE to overcome traumas and setbacks and reach your limitless potential! 

Start investing in real estate creatively and without risking your cash or credit by visiting https://smartrealestatecoach.com/ and signing up for the FREE masterclass today.

About Nick Prefontaine

Nick is a 3-time best-selling author and was acknowledged as a top motivational speaker of 2022 by Yahoo Finance. As the speaker, founder, and CEO of Common Goal, he employs the S.T.E.P. system to lead clients through their trauma, unveiling their limitless potential once they successfully navigate it. Nick's insights have been featured in Brainz Media, Swaay, and Authority Magazine. Nick is also the owner of Original Real Estate and a partner, coach, and buyer at Smart Real Estate Coach.

Connect with Nick 

• Website: Nick Prefontaine | Original Real Estate | Smart Real Estate Coach
• LinkedIn: Nick Prefontaine
• Facebook: Nick Prefontaine

Connect With Us

If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

Follow Keith’s social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

Listen to this episode with Vessi Kapoulian as we talk about insider tips and strategies to elevate your underwriting and the perks of investing in multifamily real estate. You'll also hear how to negotiate with lenders and evaluate deals smartly, so don't miss out on our conversation!

Key Takeaways To Listen For

• The beauty of real estate investing
• Criteria that lenders use in assessing real estate deals
• Unspoken elements you must know when negotiating with lenders
• What you shouldn’t miss out on when underwriting deals
• Advantages of actively and passively investing in real estate

Resources/Links Mentioned In This Episode

• Lifetime Cashflow Academy
• 10x Is Easier Than 2x by Dan Sullivan and Dr. Benjamin Hardy | Kindle, Hardcover, and Paperback
• Tax-Free Wealth by Tom Wheelwright | Paperback and Spiral-bound
  

About Vessi Kapoulian

Vessi Kapoulian is a speaker, passive investor, and the founder of Dream Believe Achieve Capital Group, a Los Angeles-based real estate investment company. With 15 years in commercial lending and 4 years in business management, Vessi entered real estate in 2017. She now manages a portfolio of 319 doors across 7 properties in Florida, Tennessee, and Georgia, totaling $35.5MM AUM. 

Vessi's approach includes diversifying investments, achieving tax efficiencies, and leaving a lasting legacy. Vessi holds a Bachelor's degree from the University of Arkansas and an MBA from Northwestern University.

Connect with Vessi 

• Website: DBA CAPITAL GROUP
• LinkedIn: Vessi Kapoulian
  

Connect With Us

If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

Follow Keith’s social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554

Take action and explore the wealth-building potential of senior assisted living when you tune into this episode featuring Adam Benton. Don’t miss his insights on leveraging this niche market to not only build financial success but also to provide exceptional care and set the standard for senior living.

Key Takeaways To Listen For

• Stellar Senior Living: Who they are, their property acquisition process, and offered services
• Things you need to know about senior living before acquiring assisted living properties
• Factors contributing to the continuous growth of assisted living businesses
• Assisted living vs. skilled nursing
• Strategic ways to improve senior living spaces

Resources/Links Mentioned In This Episode

• Medicaid
• Elon Musk by Walter Isaacson | Kindle, Audiobook, and Hardcover

About Adam Benton

Adam is the senior vice president of Stellar Senior Living. He is also a recipient of the prestigious "40 Under 40" award by Argentum for his exemplary leadership. He has devoted three years to the Utah Alzheimer’s Association board, advocating dementia advocacy, raising awareness, and supporting research efforts. He also holds a bachelor’s degree in finance from Brigham Young University and an MBA with a Real Estate emphasis from Columbia University. After five years in finance on Wall Street, he co-founded Stellar Senior Living in 2011 with his family.

Connect with Adam 

• Website: Stellar Senior Living
• LinkedIn: Adam Benton

Connect With Us

If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.

Follow Keith’s social media pages

• LinkedIn: Keith Borie
• Investor Club: Secret Passive Cashflow Investors Club
• Facebook: Keith Borie
• X: @BoboLlc80554