Explorez tous les épisodes du podcast The Wealth Flow
| Titre | Date | Durée | |
|---|---|---|---|
| EP169: Building a Global Real Estate Portfolio from Thailand with Matthew Baltzell | 09 Jul 2025 | 00:47:44 | |
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
Resources/Links Mentioned In This Episode
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
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| EP168: How to Legally Cut Your Lifetime Tax Bill with Real Estate - Christopher J. Picciurro, CPA, MBA, PFS, ARA | 02 Jul 2025 | 00:00:14 | |
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
About Christopher J. Picciurro, CPA, MBA, PFS, ARA 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.
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| EP159: How to Use Oil and Gas to Outsmart the IRS (Legally!) - Courtney Moeller | 30 Apr 2025 | 00:49:00 | |
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
Resources/Links Mentioned In This Episode
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
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| EP69: Is Multifamily Still A Hot Commodity in the US? - Jonathan Twombly | 30 Jan 2024 | 00:46:27 | |
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!
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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.
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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/.
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| EP68: How To Leverage Your Retirement Accounts Better - Parker Pursell | 25 Jan 2024 | 00:42:41 | |
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
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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.
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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/.
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| EP67: Result-Oriented Strategies for Multifamily Investing Success - Jason Yarusi | 23 Jan 2024 | 00:45:44 | |
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
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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.
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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/.
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| EP66: How To Start Investing Passively in Real Estate (The Special Way) - Brian Davis | 18 Jan 2024 | 00:41:22 | |
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
Resources/Links Mentioned In This Episode
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.
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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/.
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| EP65: From Massive Life Setbacks to Real Estate Success - Nick Prefontaine | 16 Jan 2024 | 00:44:37 | |
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
Resources/Links Mentioned In This Episode
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
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/.
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| EP64: This is How You Underwrite Multifamily Deals Like a Pro - Vessi Kapoulian | 11 Jan 2024 | 00:43:19 | |
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
Resources/Links Mentioned In This Episode
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
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/.
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| EP63: Why Senior Assisted Living Is Real Estate’s Next Big Thing - Adam Benton | 09 Jan 2024 | 00:45:46 | |
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
Resources/Links Mentioned In This Episode
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
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/.
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| EP62: Why Mobile Home Parks Could Be Your Next Viable Investment - Jeremiah Boucher | 04 Jan 2024 | 00:47:44 | |
Do you want to learn the secrets to success in the ever-evolving realm of real estate? Then this episode is for you. Jeremiah Boucher chats with us to reveal the unique advantages that give mobile home parks their edge against other asset classes in today’s market. Tune in now for more information!
Key Takeaways To Listen For
Resources/Links Mentioned In This Episode
About Jeremiah Boucher Jeremiah is an author, podcast co-host, and the founder and CEO of Patriot Holdings, LLC. He boasts two decades of expertise as a value investor specializing in alternative commercial real estate assets. Originating from Las Vegas, his early immersion in the real estate business came through working for his father's paving company in New Hampshire, providing a ground-up understanding of the industry.
Jeremiah left college at the age of 20 to enter the real estate arena, initially as a real estate agent and single-family residential investor. Swiftly shifting to manufactured housing parks, he played a key role in building one of the nation's largest manufactured housing funds. This success led him to establish his own private equity and real estate management firm, showcasing his entrepreneurial skills in the real estate landscape.
Connect with Jeremiah
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/.
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| EP61: Is The Flex Industrial Space The Future of Real Estate Investing? - Cody Payne | 01 Jan 2024 | 00:41:06 | |
Cody Payne shares his invaluable wisdom and years of expertise in this episode, where we dive into the challenges the commercial space is currently facing and the advantages of flex industrial parks. Don't miss the chance to supercharge your real estate ventures as you welcome another year of entrepreneurial success!
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Resources/Links Mentioned In This Episode
About Cody Payne Cody is the senior vice president at Colliers International, specializing in office and industrial investment property sales. With a track record of closing over 500 commercial real estate transactions in his 12-year career, his expertise spans leasing, management, market conditions, and business strategy. He utilizes the Colliers International Platform to provide clients and investors with opportunities to maximize value for optimal results.
Cody’s leadership has also led to significant achievements, including expanding his team's leasing portfolio to over 40 buildings. Cody's influence in the office and industrial leasing sector extends to collaborations with companies ranging from local and regional to Fortune 500, securing GSA leases and earning recognition as a top producer in the commercial real estate industry.
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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/.
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| EP60: Best RE Investing Tips Non-Accredited Investors Should Know - Brian Dally | 28 Dec 2023 | 00:47:25 | |
Hop on this episode with Brian Dally as we explore opportunities and strategies that can transform private market investing into a game-changer for your portfolio. Discover how to diversify your investments effectively and conquer the private investing landscape by tuning in now.
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About Brian Dally Brian is an entrepreneur and the co-founder and CEO of Groundfloor. Aside from being an Internet ideologue, he's a community organizer at heart, drawn to decentralized technologies that break down barriers and open access to once-closed markets. His expertise lies in instigating and capitalizing on changes to legal frameworks and social psychology, creating value at a mass-market scale.
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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/.
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| EP158: Keep More of Your Money Using Cost Segregation - Erik Oliver | 23 Apr 2025 | 00:54:41 | |
Erik Oliver, Vice President of National Accounts at Cost Segregation Authority, dives deep into the benefits and processes of cost segregation in real estate. He clarifies how this tax strategy can accelerate depreciation, reduce tax liability, and enhance cash flow for property owners. With new tax policies on the horizon, understanding these advantages is more crucial than ever.
Key Takeaways To Listen For
Resources/Links Mentioned In This Episode
About Erik Oliver In addition to his role at Cost Segregation Authority, Erik holds a Bachelor of Applied Science in Accounting from Westminster College. Before joining the company, he gained valuable experience in operations management. His practical knowledge and ability to simplify complex tax incentives make him a sought-after speaker at regional and national events. His work helps real estate investors accelerate depreciation, minimize tax liabilities, and optimize wealth building.
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| EP59: Negotiation and Marketing Tips to Find and Close Profitable Deals - Tom Zeeb | 26 Dec 2023 | 00:43:22 | |
Do you want to learn how to find and make lucrative deals in any exit strategy? Then listen to this episode with Tom Zeeb as we talk about actionable negotiation and marketing techniques that’ll take your real estate business to the next level. Tune in now to learn more!
Key Takeaways To Listen For
Resources/Links Mentioned In This Episode
Gain access to Tom’s bonus training, The Negotiation Trifecta, by visiting www.tomzeeb.com/trifecta and achieve unparalleled success in the art of deal-making and negotiation.
Do you want to improve your marketing game? Go to www.tomzeeb.com/dealflow to get your FREE downloadable training about the 5 key marketing elements to get your first 5 deals.
About Tom Zeeb Tom is an investor, speaker, author, adventurer, podcast host, and the president and founder of Traction Real Estate Investors Association. He transitioned from a 9-to-5 job to real estate entrepreneurship despite the skepticism of others. His success has been recognized by prominent media outlets, including CNBC, Kiplinger's Magazine, and The Washington Post. Tom strategically structured his real estate wholesaling business to operate remotely, allowing him the freedom to pursue his passion for exploring the world.
Tom has helped hundreds replace their income through real estate investing. He shares practical insights through seminars, workshops, and podcasts. His speaking engagements cover topics like "Wholesaling: 60 Days to Done!" and “Wholesaling: The Rapid Cash Generator MasterClass: More Deals. More Profits. More Freedom!” His talks are known for being entertaining, informative, and, above all, practical.
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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/.
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| EP58: Enjoy Worry-Free Retirement via Commercial Real Estate - Sridhar Sannidhi | 21 Dec 2023 | 00:40:54 | |
The key to successful entrepreneurship lies in one's capacity to thrive amidst market changes. Sridhar Sannidhi joins us as we guide you through streamlining your path to making profitable deals, offering strategic insights and valuable tips for navigating the dynamic currents of the commercial real estate arena so you don't have to worry about your retirement. Tune in to learn more!
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About Sridhar Sannidhi Sridhar is the visionary CEO and founder of Grow Wealth 2 Retire LLC. As a proactive deal sponsor and general partner, he has led 12 successful ventures, overseeing 2700+ units and managing an impressive $350 million assets under management. His influence extends further as a limited partner, contributing to a vast portfolio of 25 deals encompassing 7000+ units and an estimated $800 million. Sridhar also has a technological journey spanning over three decades across legacy, distributed, internet, and cloud computing, bringing a wealth of expertise to the table.
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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/.
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| EP57: Swap The Active Grind for Passive Real Estate Gains - Bronson Hill | 19 Dec 2023 | 00:45:54 | |
Discover the art of optimizing cash flow as passive investors in today’s episode with Bronson Hill. Join us as we delve into strategies and asset classes that empower you to maximize returns without sacrificing your time for money. So ditch the daily grind and unlock the potential of passive income!
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About Bronson Hill Bronson is the founder and CEO of Bronson Equity and has raised over $20 Million for real estate investment. He is a general partner in over $150M worth of real estate around the US.
Bronson is an authority on apartment investing and is continually putting out new content to help educate investors and help them achieve financial freedom. He spent his earlier years as a sales consultant for several large and startup medical device companies.
He has been a guest on many podcasts and is the author of the book Fire Yourself: Replace Your Working Income with Passive Income in 3 Years or Less.
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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/.
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| EP56: Invest, Diversify, Retire | How To Boost Your IRA Returns - Dana Udumulla | 14 Dec 2023 | 00:45:31 | |
Financial autonomy meets retirement savings in today’s episode featuring Dana Udumulla as we dive into the dynamic world of self-directed individual retirement accounts. Tune in to discover how to transfer your 401k into a self-directed IRA, along with the importance of reflecting, researching, and having a clear sense of your retirement goals in securing your financial future.
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About Dana Udumulla Dana Udumulla is an investment manager at Madison Trust Company, specializing in alternative investments and self-directed IRAs with a portfolio exceeding $4 billion. She joined the company in February 2020, and as the manager of the Investments and Compliance Department, she is dedicated to improving departmental procedures, streamlining investment processes, and exploring innovative ventures. Furthermore, Dana holds a Master of Science in Financial Analysis from Rutgers University and a Bachelor's degree in Finance from Ramapo College of New Jersey.
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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/.
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| EP55: Escape the Sales Grind and Be Job Optional through Passive RE Investing - Justin Moy | 12 Dec 2023 | 00:48:13 | |
Are you tired of the hustle and bustle of sales? Embark on your passive investing journey by tuning in to this episode with Justin Moy as he shares the story of his transition from sales to real estate. Join us now to discover a crucial element that improves your chances of success and growth in this industry!
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About Justin Moy Justin is a managing partner at Presidents Club Investors and the host of the Passive Real Estate Strategies podcast. He is a seasoned expert in real estate investing, dedicating over a decade to the pursuit of helping individuals build generational wealth and achieve passive income. As a multifaceted professional with roles as an owner, investor, and syndicator, Justin has proven instrumental in bridging the gap between capital and lucrative commercial and multifamily properties.
Justin and his team have also successfully multiplied millions of dollars for a diverse range of investors, both accredited and non-accredited. His proficiency lies in empowering high-performing professionals to reclaim their time through strategic real estate investments.
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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/.
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| EP54: Smart Real Estate Strategies for Hands-Free Profits - Marcus Maloney | 07 Dec 2023 | 00:43:01 | |
Do you want to learn more about real estate and enhance your entrepreneurial skills? Then this episode is perfect for you. Marcus Maloney joins us for an in-depth conversation about the fundamentals of wholesaling and the key qualities needed for entrepreneurial success. Tune in now for more passive investing strategies that are right for you!
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About Marcus Maloney Marcus is a value investor and holder of diverse residential and commercial portfolios. His expertise lies in uncovering real estate opportunities with substantial equity, a skill that has earned him the title of the Equity King. Starting as a high school dropout, he transformed his trajectory from earning a GED to completing an MBA in 2011 from Olivet Nazarene University. Marcus's hard work is evident in completing over $3.3 million in wholesale transactions. He also manages a portfolio that includes seven rentals, including two commercial units.
In a remarkable achievement, Marcus purchased and converted a school into a daycare center, consistently turning marginal profits into significant equity positions. He extends his impact by providing mentorship through one-on-one interactions, his successful YouTube Channel, and his blog. Additionally, Marcus leverages his MBA as a consultant for a successful non-profit institution, contributing to the development of human capital and philanthropic efforts that serve those in need.
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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/.
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| EP53: How You Can Build a Life of Purpose, Entrepreneurship, and Success - Alan Underwood | 05 Dec 2023 | 00:47:41 | |
Elevate your understanding of the industry while gaining expert insights in this episode with Alan Underwood as he shares the secrets to success in real estate investing. Tune in now to hear more about Accessory Dwelling Units and supercharge your real estate knowledge and entrepreneurial spirit!
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About Alan Underwood Alan is a multifaceted entrepreneur, dedicated pilot, and real estate visionary. His journey began with the launch of a pizza restaurant chain at the age of 22, leading to a successful foray into the automotive industry with a dealership that generated over $16 million in annual revenue. Now a full-time real estate developer and investor, Alan is currently overseeing the construction of a 91-unit apartment complex and inviting investors to join him in transforming San Diego's real estate landscape.
Alan's passion for flying takes a philanthropic turn as the Arizona Wing Leader for Angel Flight West. Through this role, he provides free air transportation to needy patients, showcasing the powerful combination of aviation expertise and community impact. His commitment to making a positive difference extends to his involvement in the community, where he shares his knowledge through mentoring, public speaking, and writing.
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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/.
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| EP52: Vets, Multifamily Mastery, and Long-Term RE Investing Success - Dr. Jason Balara | 30 Nov 2023 | 00:39:53 | |
If you’re determined to succeed in the real estate industry, this episode is for you. Join Dr. Jason Balara as we delve into a comprehensive discussion about the ideal markets for multifamily investors, along with valuable tips for thriving in real estate in the long run. He’ll also shed light on the veterinary industry and how you can contribute. So, tune in!
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About Dr. Jason Balara Dr. Jason is the founder and CEO of Lark Capital Group, LLC, a veterinary surgeon, and an experienced multifamily real estate investor. His primary focus is on Class B and C value-add multifamily deals in the Southeast market. Before his role at Lark Capital, Dr. Jason navigated the realm of single-family home investment, concentrating on rentals and fix-and-flips. Notably, his most recent flip garnered a remarkable 112% ROI.
He has also channeled intense focus into honing his practice as a veterinary surgeon over the past 12 years. Driven by a distinct goal, he aims to enable passive investors, particularly those with a medical background like himself, to cultivate their wealth through strategic investments in multifamily properties.
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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/.
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| EP51: Pro Tips for Multifamily Property Owners and Aspiring Investors - Zach Haptonstall | 28 Nov 2023 | 00:54:08 | |
Fuel your business enthusiasm today as Zach Haptonstall joins us for a comprehensive discussion about the power of self-directed learning and persistence in achieving your financial goals. Hop in to learn how he and his team manage and operate renovations for hundred-unit multifamily properties!
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About Zach Haptonstall Zach is a co-founder and the CEO of Rise48 Equity, Rise48 Communities, and Rise48 Construction, focusing on acquisitions, capital sourcing, and strategic partnerships. Under his leadership, Rise48 Equity has achieved $1.99 Billion in total transactions since 2019. He has been a licensed real estate agent since 2016, holding positions in prestigious organizations like the Forbes Real Estate Council. His prior role as president and co-owner of Family Comfort Hospice resulted in a successful $9M+ annual revenue in 2021.
Zach also played a key role as Director of Business Development at Sage Hospice in its rise to the #1 for-profit Hospice Organization in Arizona. His academic journey includes earning a Summa Cum Laude Bachelor's in Journalism and Mass Communication from Arizona State University and an MBA from the Colangelo College of Business at Grand Canyon University.
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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/.
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| EP50: Wealth-Building Strategies the Ultra-Rich Is Keeping From You - Matt Hansen | 23 Nov 2023 | 00:44:59 | |
Today, Matt Hansen joins us for a conversation about lucrative investments beyond the real estate industry, plus tips on earning hands-free passive income. Check out this episode to unlock wealth-building tactics the ultra-rich keep under wraps!
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About Matt Hansen Matt is the founder of Hansen Holdings, an experienced real estate investor, and a wealth growth strategist with over 30 years of experience. Following a significant loss in his Fidelity 401K during the 2008 Great Recession, he transitioned from a 31-year corporate career to explore alternative wealth-building avenues. Today, Matt is the proud owner of over 2,200 units of apartment buildings spread across multiple states, leveraging passive income and wealth growth to provide a resilient alternative to traditional investments.
Matt also focuses on educating others about the advantages of passive apartment investing, empowering them to become partners in multi-million dollar apartment complexes. Beyond finance, Matt enjoys reading, watching movies, traveling, and spending quality time with his wife, Renee, and their two adult children, Jake and Paige. Matt looks forward to connecting with individuals, understanding their financial goals, and exploring partnerships to achieve lasting prosperity.
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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/.
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| EP157: Essential Planning for Life and Beyond - Greg Barnsdale, CEA, CFP, LFD | 16 Apr 2025 | 00:43:25 | |
Unveil the secrets of effective end-of-life planning with Greg Barnsdale, CEA, CFP, LFD. In this vital episode, he shares insights from his personal health scare and professional experience, underscoring the importance of clear communication and thorough documentation to safeguard your wishes and prevent family conflicts. Don't miss these essential strategies to ensure your legacy is managed exactly as you envision.
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Resources/Links Mentioned In This Episode
Take the Living Legacy Quiz and find out if you're truly prepared. Start now at https://www.donotignoreyourmortality.com/quiz.html. Start meaningful conversations about end-of-life planning with Top 30 Questions To Ask Yourself Right Now. Access the free resource and Canadian planning tools at https://www.donotignoreyourmortality.com/resources.html.
About Greg Barnsdale, CEA, CFP, LFD
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| EP49: Diversify and Grow Your Wealth with Farmland Investments - David Chan | 21 Nov 2023 | 00:40:03 | |
Diversify beyond stocks and bonds with David Chan as he talks to us about the various reasons farmlands and agricultural real estate might be your next best investment. Tap on the play button now to learn more about FarmTogether and the services they offer!
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About David Chan David is the CCO, the Head of Business Development, and a founding team member of FarmTogether. He is a seasoned professional with more than 7 years of experience in finance and technology within the agribusiness sector. Before joining FarmTogether, he served as a Senior Private Equity Associate at AMERRA Capital Management. His career journey includes notable roles at Prudential Agriculture Investments, Gro Intelligence, and Barclays Investment Bank.
David is also a Harvard Business School MBA graduate and holds a Bachelor of Science degree in Atmospheric Sciences from Cornell University's College of Agriculture and Life Sciences. He is also a distinguished member of LEAD NY's Class 19, a prestigious leadership program managed by Cornell University designed for dedicated leaders in the agriculture and food industries.
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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/.
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| Ep48: Set Yourself Up for Success with Diversified Investments - Patrick Grimes | 16 Nov 2023 | 00:45:51 | |
Today, Patrick Grimes walks us through his unique journey, learning the ins and outs of acquiring apartments and energy investments. Discover the benefits of investing in alternative assets, how to find great multifamily properties, and various opportunities to generate passive income. Stay tuned!
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Get to know the stories of the growth and transformation of successful individuals in Patrick's book "Persistence, Pivots and Game Changers, Turning Challenges Into Opportunities." Go to https://passiveinvestingmastery.com/book/ and use the promo code "WEALTHFLOW" to grab a copy for FREE!
About Patrick Grimes Patrick is the CEO and founder of Invest on Main Street. With over 15 years of experience in dynamic real estate investment, his expertise lies in acquiring distressed assets, followed by meticulous renovation and stabilization to generate cash flow. He is an experienced professional with an impressive portfolio boasting control over 4,000 units in burgeoning markets throughout Texas and the Southeastern United States.
Patrick's educational background includes a Bachelor of Science in Mechanical Engineering from the University of the Pacific, a Master of Business Administration, and a Master of Science in Engineering from San Jose State University.
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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/.
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| Ep47: The Best Way to Create Passive Income in Real Estate - Jeremy Dyer | 14 Nov 2023 | 00:43:12 | |
Today, Jeremy Dyer talks about his real estate experience and how he unlocked passive income and tax benefits with syndication deals. Check this episode out to hear his top tips for aspiring investors like you who want to have multiple cash flows, a diversified investment portfolio, and financial freedom.
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Learn the ins and outs of passive investing and kickstart your real estate journey confidently by visiting https://startingpointcapital.com/guide and downloading the best guide to passive real estate investing for FREE!
About Jeremy Dyer Jeremy Dyer is the founder and managing partner of Starting Point Capital, a platform for raising capital and facilitating future real estate syndications. He is an RE investment expert dedicated to helping top-performing sales professionals, small business owners, and franchise owners achieve financial success. Jeremy solves issues related to stock market volatility, onerous tax burdens, insufficient cash flow for retirement, and the need for multiple streams of passive income.
Jeremy brings a wealth of real estate experience, having participated as an active and passive investor. At present, he serves as a passive limited partner investor in more than 4,000 multifamily units, actively engages in 24 ongoing passive real estate projects, and holds passive equity investments exceeding $400 million in total assets. His expertise enables clients to generate passive income, diversify their portfolios, and reduce their tax liabilities through well-sourced real estate investment opportunities.
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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/.
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| Ep46: How to Find Joy and Happiness as an Entrepreneur - Brad Chandler | 09 Nov 2023 | 00:44:06 | |
If you want to build wealth without falling into pitfalls and ultimately losing yourself, this episode with Brad Chandler is for you! Discover how Brad successfully scaled his real estate business and the remarkable formula that transformed his life as a partner, parent, and entrepreneur for good. Tune in to find joy and happiness today.
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About Brad Chandler Brad is the CEO and co-founder of Express Homebuyers USA. In 2002, he was inspired by an investor who purchased his neighbor's property in Vienna, Virginia. This encounter led to the start of Express Homebuyers, and over two decades later, the company has successfully bought and sold 4,000 homes nationwide. Brad's mission is to positively impact team members and clients by providing customized solutions for individual needs.
Brad is the host of the How To Be Happier For Entrepreneurs podcast and also the founder of Brad Chandler Coaching. This program was born from his transformation, which began when he was helping his son battle severe anxiety. Through dedicated exercises, meditation, and neural reprogramming, Brad rediscovered self-love and self-compassion, breaking free and finding true freedom.
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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/.
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| Ep45: Massive Opportunities Within Commercial Real Estate You Should Know About - Taylor Loht | 07 Nov 2023 | 00:41:31 | |
Ever wondered what goes on in the minds of successful investors? Listen to Taylor Loht as he shares his dive into commercial real estate, investing actively and passively in multifamily and self-storage deals. This episode will help you start your wealth-building journey strategically, so don't miss out!
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About Taylor Loht Taylor is the founder of NT Capital Group. He started his real estate investing career to escape from the uncertainty of Main Street in his investments. Taylor started NT Capital to help others access different types of investment opportunities. He also has a podcast that he hosts called Passive Wealth Strategy Show.
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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/.
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| Ep44: Entrepreneurial Secrets to Skyrocket Any Business - Chris Younger | 02 Nov 2023 | 00:44:08 | |
Fuel your entrepreneurial spirit and find ways to successfully exit a business venture as Chris Younger joins us in today's episode. Press the play button to learn how to make your business attractive to potential buyers, the value of building a solid team, and practical advice on reaching new heights as an entrepreneur.
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About Chris Younger Chris is the CEO and co-founder of Class VI Partners, a consulting firm founded in 2005 to empower the entrepreneurial spirit. With over 20 years of experience spanning executive management, marketing, sales, law, and mergers and acquisitions, he co-founded and presided over Expanets, the nation's largest provider of converged communications solutions.
Chris's impressive background includes legal experience with a renowned law firm and clerking for the U.S. Court of Appeals. He graduated from Miami University and Harvard Law School, with additional studies at The London School of Economics. With David C. Tolson, Chris authored "Harvest: The Definitive Guide to Selling Your Company," a step-by-step resource for business owners to maximize their value and develop effective exit plans. Chris's dedication to empowering entrepreneurs is unwavering, making him a valuable asset to the business world.
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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/.
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| Ep43: Why Data is Key When Investing in Multifamily - Neal Bawa | 31 Oct 2023 | 00:46:58 | |
In this episode, the Mad Scientist of Multifamily, Neal Bawa, outlines the power of data and how it can guide starters like you in the multifamily industry, from selecting the best markets to operating properties like a pro. Learn from his perspective to take the proper steps to thrive in today's unique market conditions and more when you tune in!
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About Neal Bawa Neal is the CEO and founder of Ugro and Grocapitus. These companies employ state-of-the-art real estate analytics technology to identify, procure, and even develop expansive commercial properties nationwide, catering to the needs of more than 800 investors. Neal's portfolio boasts over 4,800 units, with an anticipated Asset Under Management (AUM) value exceeding $1 billion upon finalization. He is also the CEO and founder of Multifamily University.
Neal believes in the power of data. His groundbreaking Real Estate Data Analytics course on Udemy has attracted over 10,000 eager learners and garnered an astonishing 1,000 five-star reviews. Neal is a sought-after speaker at real estate conferences nationwide, captivating audiences of over 5,000 investors annually through his multifamily webinars and Magic of Multifamily boot camps.
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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/.
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| Ep42: Break Limits and Become Your Own Bank - John Ensley, ChFC® | 26 Oct 2023 | 00:41:16 | |
Don't know where to source capital for big purchases or investments? Step away from the conventional financial system and build wealth strategically as John Ensley, ChFC® reveals the top-tier perks of having a cash-value life insurance policy. Become your own bank, self-finance your deals, and secure a better future!
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About John Ensley, ChFC® John Ensley, ChFC® designs financial plans that help anyone at or approaching retirement keep more of their hard-earned money, eliminate stress and worry, and build a retirement lifestyle they’ll be thrilled with. After years in corporate, John had a wake-up call after the 2008 financial crisis. He led himself to self-discovery and education encompassing a formal financial education, hundreds of books, blogs, podcasts, and channels, and more than a few “learning experiences” from the school of life.
John launched J-Ensley Financial in 2012 to help others navigate financial planning. Over the past decade, John developed the T.I.P.S. Planning Protocol, a simple process to keep more, worry less, and retire happy. He holds the Chartered Financial Consultant® designation (ChFC®), has passed the rigorous FINRA Series 65 exam (The NASAA Investment Advisers Law Examination), and has extensive training as one of only about 200 Bank On Yourself Professionals in North America.
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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/.
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| Ep41: Why Your 401k Isn’t Enough To Reach Financial Independence - Anthony Faso and Cameron Christiansen | 24 Oct 2023 | 00:52:55 | |
Learn how to generate passive income that exceeds your monthly expenses in today's episode with Anthony Faso and Cameron Christiansen as we delve into the fundamental principles and benefits of the Infinite Banking Concept. So tune in to hear insights into non-traditional means of building wealth.
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If you want to learn how to generate passive income and accumulate wealth without the typical risks of Wall Street, check out Anthony and Cameron's FREE course at https://infinitewealthconsultants.com/thewealthflow/.
About Anthony Faso and Cameron Christiansen Anthony Faso and Cameron Christiansen are the founders of Infinite Wealth Consultants and hosts of the Infinite Wealth Podcast.
A proud U.S. Army veteran and self-described “recovering” CPA, Anthony has worked at the world’s largest accounting firm and served as CFO of a chain of restaurants. However, after the 2008 recession, he realized that the solution to financial freedom would never be found in the latest Wall Street-created financial product. As he was discovering what his path to financial independence would look like, he was also teaching and coaching individuals and business owners about money and investing.
Having been a small business owner for eight years, Cameron was frustrated with investment solutions proposed by traditional financial advisors. This frustration is what led him to discover infinite banking and real estate investing. After advising others for over a decade, Cameron now brings his expertise in passive income generation and cash flow analysis to his partnership with Anthony.
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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/.
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| Ep40: Essential Qualities of A Successful Real Estate Investor - Matt Aitchison | 19 Oct 2023 | 00:51:39 | |
Do you know what it takes to succeed in today’s RE market? Find the answers in this episode about the winning traits and strategies of real estate professionals with Matt Aitchison. Learn insights that’ll help you elevate your investment experience by clicking the play button.
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About Matt Aitchison Matt is a hotelier, investment syndicator, and sought-after speaker throughout the real estate industry. He began his career as a realtor® and built a Top 1000 real estate team in the U.S., ranked by Wall Street Journal. Soon realizing that this path wouldn’t unlock financial freedom, he transitioned over to investing in real estate full-time. He now focuses solely on raising capital for his own syndications and developments across various hospitality assets and brands. Matt is extremely passionate about helping others create more wealth, freedom, and overall fulfillment in their life through his investments and educational platforms such as the Millionaire Mindcast, a Top 100-ranked business podcast in the world.
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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/.
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| EP156: Self-Storage Investing Secrets for Maximum Returns - Mark Helm, CCIM | 09 Apr 2025 | 00:58:55 | |
Join us as Mark Helm, CCIM, co-founder of a leading self-storage construction company and author of "Creating Wealth Through Self Storage," shares expert insights into self-storage investments. Explore development strategies, market analysis, financial planning, and portfolio management to understand the dynamics of this lucrative sector.
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Analyze self-storage projects like a pro with Storage World Analyzer—the ultimate tool for smaller investors! Know exactly how a property will perform and what to pay for it. Get it now at https://creatingwealththroughselfstorage.com/storage-world-analyzer
About Mark Helm, CCIM
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| Ep39: You Don’t Need To Be A Millionaire to Invest in Multifamily Real Estate - Dr. Erin Hudson | 17 Oct 2023 | 00:47:46 | |
Invest, preserve, and grow your hard-earned money in this episode with Dr. Erin Hudson as she elaborates on the do’s and don’ts of multifamily investing in today’s market. Press play to gain timely knowledge that can serve as a compass on your multifamily journey!
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About Dr. Erin Hudson Erin Hudson oversees Client Relations with energy and inspiration. Transitioning from owning Wellness Centers to real estate investing, Erin brings an empowering sense of possibility to the Quattro Capital community. Her passion for financial literacy and a strategic, big-picture view drive success for investors and projects. As a mother, grandmother, and marathon runner, Erin's dynamic nature extends beyond her professional life. She contributes to global philanthropic work, building orphanages and supporting communities in countries like Belize and Haiti. Her commitment to making a lasting impact inspires others to envisage limitless success.
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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/.
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| Ep38: Master RE Investing Through These Proven Strategies - Caleb Johnson | 12 Oct 2023 | 00:40:46 | |
Get ready to hear valuable tips that can set you apart in today's real estate industry from Caleb Johnson as we outline what you should know to master the art of investing. From networking to tenant selection and underwriting, we'll explore why each moment plays a significant role in property investment. Don't skip this episode!
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About Caleb Johnson Caleb has been an entrepreneur since the age of 18. He has several assets under management. In 2021, Caleb joined NK Development Group, where he aided in capital and acquisition to grow the company to over 450 units in 2 years. He founded Red Sea Capital in 2022, which aims to guide busy professionals in diversifying their portfolios to generate passive income and legacy wealth. Today, his mission is to be a faith-based professional committed to investors and building relationships.
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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/.
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| Ep37: How To Earn Larger Profits in Multifamily Real Estate - Tim Little, MBA | 10 Oct 2023 | 00:44:47 | |
Explore a wide range of topics that can significantly influence your real estate journey in today’s episode with Tim Little, MBA, as he shares priceless insights on multifamily investing and the art of network building. Don't miss the opportunity to expand your horizons and connect with potential partners by pressing that play button.
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About Tim Little, MBA Tim is the founder and managing partner of Zana Investments. He has been investing in real estate since 2008. After seeing years of cash flow through his single-family and small multifamily ventures, he decided to move into apartment syndication to both scale up his own profits and provide great returns to others.
He holds an MBA in International Business and an MA in Global Trade from the University of Denver. He is also a combat veteran with over 25 years in uniform who continues serving in the Army Reserves as Commander of a Public Affairs Battalion. His experience as a military leader serves him well in real estate, helping him effectively identify problems, develop solutions, and efficiently manage teams.
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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/.
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| Ep36: Start Investing in Real Estate as a Healthcare Professional by Doing This - Savannah Arroyo, RN, MSN | 05 Oct 2023 | 00:40:24 | |
Discover strategies to expand your portfolio in today's discussion with Savannah Arroyo, RN, MSN. As a working professional and dedicated real estate investor, she will provide invaluable insights and guidance on initiating real estate syndication investments, nurturing passive income streams, and gradually amassing wealth over time. Dial in to learn more!
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About Savannah Arroyo, RN, MSN Savannah founded Networth Nurse, a platform designed to help healthcare professionals stop living paycheck to paycheck. She uses her skills as a leader in healthcare operations to manage multifamily syndications. She educates and empowers her colleagues about personal finance and multifamily investing through the Networth Nurse blog and YouTube channel.
She and her husband started investing in single-family homes. They quickly transitioned into multifamily after they learned about the opportunities to build and scale a business through multifamily with fewer risks and higher rewards. Savannah and her husband Lupe leveraged the Michael Blank Mentoring Program to accelerate their success, partnering with other students.
Connect with Savannah
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/.
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| Ep35: Don’t Overlook These Things To Achieve RE Success - Mark Updegraff | 03 Oct 2023 | 00:38:16 | |
In this episode, Mark Updegraff shares a wealth of insights from his experiences in the world of real estate. From brokerage deals to capital ventures, the intricacies of managing properties, and the evolving landscape of tenant-landlord dynamics, Mark’s journey offers valuable lessons you surely don’t want to miss.
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If you're interested in learning about real estate marketing, you can get Mark's FREE e-book, "The Art of Investor Attraction," by visiting https://razecapital.com/theartofinvestorattraction.
About Mark Updegraff Mark is the founder & CEO of Raze Capital, a private equity firm specializing in raising capital for passive real estate investments. Mark oversees his firm's due diligence, acquisition, capital raise efforts, investor relations, and asset management. He's an active investor, broker, and operator. As a broker and investor, Mark is involved in over 200 million real estate transactions. He's led peak-producing real estate sales teams and managed a leading local boutique brokerage. He also holds two active license broker licenses in New York.
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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/.
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| Ep34: Escape the Pitfalls of Active Real Estate Investment - Aileen Prak | 28 Sep 2023 | 00:40:36 | |
Are you someone who highly values time? If so, join Aileen Prak in this episode as she shares her expertise in multifamily syndication and how the shift to passive real estate investment ignited her wealth-building journey. Discover how to take control of your life and choose how you want to live it by tuning in!
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Visit https://bonavestcapital.com/checklist/ and check out Aileen’s FREE “Due Diligence Checklist for Passive Investors” to help you gain a thorough understanding of how to perform due diligence like a pro.
About Aileen Prak Aileen co-founded Bonavest Capital, where she helps people generate passive income through real estate syndications. She is on the path to creating time freedom for her family and two young children and believes real estate is the best vehicle that can help her and others achieve this dream.
Aileen received her MBA from Northeastern University and has over a decade of experience in the Aerospace industry as the finance lead on several multi-million-dollar projects. She is also the host of the five-day-per-week real estate podcast How Did They Do It? Real Estate, where she interviews top experts in the Real Estate Industry, focusing on personal growth and real estate investing.
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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/.
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| Ep33: Methods to Rapidly Elevate Your Investment Game - Jonny Cattani | 26 Sep 2023 | 00:43:41 | |
Whether you're a seasoned investor or embarking on your investment journey, this episode has something valuable. Join our conversation with Jonny Cattani as we dissect various strategies and opportunities that can shape your financial future.
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If you're new to investing or preparing to do so, Jonny has created a video series called "Five Steps to Your First Passive Investment" specifically for beginners. Access this series by visiting https://www.thecashflowchronicles.com/.
About Jonny Cattani Jonny is the founder of Cattani Capital Group. He is a former stockbroker turned real estate investor and has been in commercial real estate for three years. He's been an investor for six years, and he currently manages a $650K short-term rental fund and specializes in helping busy professionals build wealth through passive income. Jonny is the host of The Cash Flow Chronicles- Daily Investing Podcast.
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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/.
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| Ep32: You’re Not Earning Infinite Returns Because You Aren’t Doing These Things - Joshua Ferrari | 21 Sep 2023 | 00:37:19 | |
Joshua Ferrari joins us as we reiterate the importance of cultivating a vivid vision and fostering clarity and focus to achieve real estate success. Drawing from his own experiences and expertise, Joshua offers a unique blend of wisdom and actionable advice. Hop in today!
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About Joshua Ferrari Joshua is the founder of Ferrari Capital and co-founder of Three Beach Capital; he was born in Omaha, NE, moved throughout the Southeast, and currently resides in Mobile, AL. After college, he was in the aviation industry for over 6 years and grew exponentially in rank. After entering the aviation industry, Josh found his second love, real estate. After just 4 short years, Josh has accumulated over $65MM AUM, 874 units, and has successfully raised tens of millions of dollars from various private investors.
He has been featured on over 40 highly renowned podcasts as a guest. He continues to teach others how to follow in his footsteps via The Ferrari Capital Multifamily Mastermind, which he created in May 2022. In April 2020, he started a podcast titled Creative Capital to learn more about the industry from experts and help teach others.
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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/.
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| Ep31: Be In Control of Your Financial Future By Doing These Things - Jamie M. Lima, MBA, CFP®, CDFA® | 19 Sep 2023 | 00:50:29 | |
In this episode, we're joined by Jamie M. Lima, MBA, CFP®, CDFA®, as we delve into a wide range of relevant financial planning topics across various life stages. Don’t miss his practical steps and strategies you can implement to secure your financial future. Gain valuable insights into the diverse aspects of financial planning when you tune in!
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About Jamie M. Lima, MBA, CFP®, CDFA® Jamie grew up in a family that always seemed to have money challenges. That led him to a career in finance as he wanted to learn and understand how to support myself and my family better. He began his career in 2006 with Morgan Stanley, and in 2011 joined Fidelity Investments. He oversaw $1 billion in assets for 450 families and businesses.
Today, he primarily focuses on mid-career professionals working to maximize their wealth, so they can do what they love with zero financial stress. He also is a Certified Divorce Financial Analyst® and founded Allegiant Divorce Solutions in 2023 to help others better prepare for, navigate, and recover financially from divorce.
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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/.
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| Ep30: How To Scale Your Real Estate Portfolio Faster - Charles Carillo | 14 Sep 2023 | 00:43:36 | |
In this episode, Charles Carillo joins us to share his expertise and valuable insights in real estate, covering topics from entering this niche to evaluating lucrative investment opportunities. Hop in to gain a deeper understanding and turn your investment plan into a tangible reality!
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About Charles Carillo Charles is the founder and managing partner of Harborside Partners. He has been actively involved in over $200 million of real estate transactions since 2006 and has extensive knowledge in renovating and repositioning multifamily and commercial real estate. In addition to being an active investor, Charles passively invests in many different asset classes, including commercial real estate, ATMs, and early-stage technology and agriculture (AgTech) startups. He is also the host of the popular podcast “Global Investors,” where he interviews successful real estate investors in addition to his weekly strategy episodes.
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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/.
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| EP155: The Strategic Value of Investing in Rare and Technology Metals - Louis O'Connor | 02 Apr 2025 | 00:50:15 | |
Step into the niche world of strategic, rare, and technology metals with expert Louis O'Connor. Discover the critical role metals like gallium, germanium, and rare earth elements play in modern technology and their complex geopolitical supply chains. Dive deep into this episode to understand the unique investment opportunities and technological advancements driven by these essential resources.
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About Louis O'Connor
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| Ep29: What Happens If You Don’t Start Investing in Real Estate Early - Jeffrey Donis | 12 Sep 2023 | 00:42:35 | |
Acquire the knowledge required to prosper in real estate investing when you tune in to today’s episode with Jeffrey Donis as he shares impactful insights regarding deal management. Don’t miss this chance to learn strategies to launch profitable real estate ventures today!
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About Jeffrey Donis Jeffrey is a managing partner of Donis Investment Group LLC, a real estate investment company. Their focus is primarily on 100+ unit apartment complexes. Donis Investment Group LLC looks for multifamily real estate with a strategy focused on acquiring, owning, and operating apartments and providing clients with the opportunity to invest in real estate through syndication at a reduced risk that would otherwise be unobtainable.
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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/.
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| Ep28: Shocking Truths About Creative Real Estate You NEED to Know - Chris Prefontaine | 07 Sep 2023 | 00:39:45 | |
In this episode, Chris Prefontaine dives deep into the world of creative real estate and how it offers a versatile toolkit for investors to navigate through different market conditions with agility. Join us as we explore innovative strategies, adaptable approaches, and success stories demonstrating how creative real estate can be a game-changer in your investment journey.
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Resources/Links Mentioned In This Episode
To learn more about Chris’ FREE replay class, visit https://wickedsmartacademy.com/mastersclass. You can also get Chris’ books for free, along with an event ticket for an exciting event this September, when you go to https://wickedsmartbooks.com/keith1.
If you want to keep in touch with Smart Real Estate Coach, visit https://smartrealestatecoach.com/action/.
About Chris Prefontaine Chris is the four-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Sell With Authority for Real Estate Investors. He’s also the founder of the Wicked Smart companies and host of the Smart Real Estate Coach Podcast. Chris has been in real estate for over 31 years. His experience ranges from constructing new homes in the 1990s and owning a Realty Executive Franchise to running his investments and coaching clients throughout North America.
Today, Chris and his family and team run their creative financing business and are still in the trenches daily. Their primary focus is helping students across North America plan their escape from their W-2 jobs by getting in the trenches and doing deals with them. They’ve completed over $100 million in transactions.
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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/.
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| Ep27: From Mindset to Millions | Strategic Wealth Mastery - John Casmon | 05 Sep 2023 | 00:46:32 | |
If you want to amplify your wealth-building capacities and strategies, look no further! Prepare to embark on a journey towards strategic mentorship and harnessing the right resources as John Casmon guides you through a diverse range of learning resources to boost your wealth-building prowess. Take a definitive step toward your financial aspirations by tuning in to this episode.
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Resources/Links Mentioned In This Episode
If you’re interested in investing in real estate, check out https://casmoncapital.com/sampledeal to learn more about the REI basics and John’s approach to apartment investing.
About John Casmon John is a multifamily real estate entrepreneur and marketing maven with extensive experience collaborating with others to deliver profitable results. He hosts the widespread and growing real estate podcast Target Market Insights and hosts the Chicago Multifamily Club. He co-created the Midwest Real Estate Networking Summit. He partnered with investors on over 900 units in multifamily valued at nearly $90 million.
Connect with John
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/.
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