• Episode 312: Exploring Effective Tax Strategies for Business Owners, with Eric Pierre
    Feb 7 2025
    Eric Pierre is a second-generation CPA and former professional basketball player, Eric brings the same competitive edge to finance that he brought to the court. He graduated with a Master of Professional Accountancy from Stephen F. Austin State University and holds CPA licenses in both Texas and California. While many CPAs stick to basic moves, Eric sees the entire board, anticipating challenges and opportunities far in advance. His strategic approach to wealth preservation has caught the attention of major media outlets, with Eric being quoted or mentioned in Forbes, CNBC, and Bloomberg Tax. Eric's expertise allows him to navigate the complex world of finance with the precision of a seasoned pro. For those seeking to protect and grow their wealth, he offers more than just accounting services. Eric provides comprehensive strategies, always thinking several moves ahead to ensure his clients win in the high-stakes game of financial success. What You Will Learn: Who is Eric Pierre? Why is effective tax management considered essential for business owners? What unique challenges do high net worth individuals face regarding taxes? What specific tax strategies are discussed, such as the "Augusta Rule" and vehicle depreciation? How can real estate investments impact tax liabilities and benefits for business owners? What qualifications must someone meet to be considered a qualified real estate professional for tax purposes? What common misconceptions about wealthy individuals and their tax issues are addressed in the conversation? What tax rule allowed the host to expense major capital expenditures like roofing through business entities? How does cost segregation and bonus depreciation work for property owners? What common misconceptions do people have about IRS audits and tax-related issues? What are some common mistakes or oversights consumers make regarding tax management? How can tools like QuickBooks assist business owners in tracking their expenses effectively? What is the significance of the Opportunity Zone legislation in tax planning? What are the main topics covered in Eric's book, "The Great Tax Escape"? What tax planning strategies should people consider as the year-end approaches to prepare for tax season? Eric shares how everyone can contact him. Additional Resources from Eric Pierre: Website: http://www.pierreaccounting.com/ Email: eric@pierreaccounting.com Phone: 619-997-2750 LinkedIn: http://www.linkedin.com/in/pierreaccounting Facebook: http://www.facebook.com/pierreaccounting/ Instagram: http://www.instagram.com/pierreaccounting/ X: http://x.com/PierreCPA YouTube: http://www.youtube.com/channel/UCO1XWRM-KZpjtlrbHnrYGFg Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
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    36 mins
  • Episode 311: Transitioning from House Hacking to Multifamily Investing, with Matt Faircloth
    Jan 31 2025
    Matt Faircloth is the co-founder and president of the DeRosa Group, a real estate investment company that specializes in buying and renovating residential and commercial properties. Matt and his wife, Liz, started investing in real estate in 2004 with a $30,000 loan. They founded DeRosa Group in 2005 and have since grown the company to managing more than 370 units throughout the east coast. DeRosa has completed more than $30M in real estate transactions involving private capital--including fix-and-flips, single-family home rentals, mixed-use buildings, apartment buildings, office buildings, and tax lien investments. He is the author of Raising Private Capital, has been featured on the BiggerPockets Podcast, and regularly contributes to BiggerPockets' educational webinars. Matt, Liz, and their two adorable kids currently live in New Hope, PA. Joe Fairless controls over $135M of real estate with a specific focus on value-add multifamily acquisitions. He's also host of the popular podcast, Best Real Estate Investing Advice Ever Show, which is the world's longest-running daily real estate podcast. Past interview guests include Barbara Corcoran and Robert Kiyosaki. He currently resides in Cincinnati, Ohio and is on the Alumni Advisory Board for The College of Media and Communication at Texas Tech University and the Board of Directors for Junior Achievement. What You Will Learn: Who is Matt Faircloth? What pivotal moment led Matt Faircloth to start investing in real estate? How did Matt's wife influence his decision to pursue real estate investing? What was Matt's first experience with renting a home, and what prompted him to consider buying? How did Matt use house hacking to manage his mortgage payments? What was Matt’s journey after living in his first rental property? How did Matt and his wife transition from single-family homes to multifamily properties? What challenges did Matt face in the early days of his real estate investing journey? What strategy does Matt recommend for new real estate investors starting out? Why does Matt emphasize the importance of building one's own business rather than relying on a mentor? What are some of the red flags Matt warns about regarding high-cost real estate programs? What are the common pitfalls that new investors face when seeking education in real estate? How does Matt's program address different personality types in real estate investing? What are the four personality types Matt identifies in his approach to real estate? What types of real estate projects is DeRosa Group currently focusing on? What does Matt say about the future of the multifamily market and potential corrections? How can people learn more about the DeRosa Group and its educational resources? Matt shares how everyone can contact him. Additional Resources from Matt Faircloth: Website: https://www.derosagroup.com/ LinkedIn: https://www.linkedin.com/in/mdfaircloth/ Instagram: https://www.instagram.com/themattfaircloth/ YouTube: https://www.youtube.com/@DeRosaGroup Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
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    42 mins
  • Episode 310: Unlocking Wealth with Creative Financing, with Nayia Pierrakos
    Jan 28 2025
    Originally from Greece, Nayia Pierrakos came to America in 1988. An entrepreneur since her early twenties, Nayia has broad experience from the retail, recruiting, consulting, and real estate industries. Nayia purchased her first property over twenty years ago when she was twenty-three, around the time she became a real estate agent. Nayia loves to learn and has a student mindset, and she has used this passion for growth to find ways to help others become the architects of their lives. She is achieving this through her company Wealth Thru Real Estate where she educates real estate professionals how to bring value to sellers, learn how to leverage, and become financially independent. Nayia is an elite-level real estate investor, mentor, speaker, and coach. She has shared her motivational stories and success strategies with thousands of growth-minded individuals around the U.S. Her mission is to help people achieve their dreams while making a positive impact on the world. Nayia has spoken for numerous organizations, including Real Estate Investor Associations and entrepreneurial groups. Her audiences include real estate agents and real estate investors from the beginner to the seasoned professional. Nayia has a passion for real estate investing and giving forward to make an impact in the lives of those she meets. Nayia has bought and sold more than $40 million of personal real estate and recently profited more than $1.8 million in a period of less than 24 months using her FLEXX Model. Her focus is on being a Value Amplifier and bringing out of the box solutions to all the sellers she works with by structuring creative deals and using the subject-to strategy. Nayia’s mission is to be a catalyst for 1,000 entrepreneurs in becoming multi-millionaires, achieving financial freedom, and living the life of their dreams, which she does through Wealth Thru Real Estate. Her biggest accomplishment is being a mom of three amazing boys, Georgio, Vasili, and Aristotle. She wants to set a good example and make them proud so they can create their best life. What You Will Learn: Who is Nayia Pierrakos ? What led Nayia Pedracos to start her first business after being laid off? How did Nayia's background and family influence her entrepreneurial journey? What experiences did Nayia have in the retail industry before transitioning to real estate? How did Nayia learn about creative deal structuring and financing in real estate? What does Nayia mean by "buying houses creatively subject to existing loans"? How does Nayia evaluate the financial aspects of a property deal with a seller? How does Nayia ensure that the existing loan stays in place when purchasing a property? How can someone qualify for another loan if they have an existing loan in their name due to a subject-to purchase? What happens if the investor fails to make the mortgage payments on a subject-to property? How does the amortization schedule affect the principal and interest payments on a property over time? How does Nayia work with private lenders to finance property purchases and renovations? In what ways do Nayia's strategies help solve problems for sellers facing foreclosure or financial difficulties? How does Nayia educate real estate agents to think like investors and leverage their skills? What are the tax benefits of holding properties for longer periods in real estate investing? How does Nayia emphasize the importance of building wealth through real estate? What is Nayia's vision for creating multimillionaires through real estate investing? Nayia shares how everyone can contact her. Additional Resources from Nayia Pierrakos: Website: http://www.wealththrurealestate.com/ Email: nayia@wealththrure.com6 Phone: +1 (703) 864-8081 LinkedIn: https://www.linkedin.com/in/nayiapierrakos/ Facebook: https://www.facebook.com/nayia.pierrakos/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
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    41 mins
  • Episode 309: Building Wealth Through Real Estate Investing, with Arn Cenedella
    Jan 22 2025
    Arn Cenedella is a real estate broker and investor with over four decades in the industry. Starting in 1978, Arn built a thriving Silicon Valley residential brokerage business in Palo Alto and Menlo Park CA while building a sizable portfolio of single family rental properties in the Bay Area and across the US. Over this period, Arn assisted many other investors build their rental portfolios and is well-versed in all aspects of real estate investment including acquisition, market analysis, financing, management, and 1031 exchange. In 2014, Arn moved to Greenville SC to start a new life adventure. Arn continued to invest in small residential income properties in the Carolinas. In 2020, Arn transitioned his SFR rental portfolio to multifamily investments and founded Spark Investment Group to help busy professionals and parents reap the benefits of commerical real estate investment without the hassle of operating the properties. Arn currently manages and operates a multifamily portfolio as general partner and sponsor of over 1,100 units with a total value in excess of $138M. What You Will Learn: Who is Arn Cenedella? How did Arn get started in the real estate business? What advice did Arn's father give him regarding combining brokerage income and real estate investment? What are some key strategies Arn used for successful real estate investing? How has Arn's investment focus evolved from single-family homes to multifamily syndication? What is multifamily syndication, and how does it work for investors? How does Arn manage the properties he invests in, and what role does his partner play? What types of properties does Arn currently invest in, and what is the strategy behind these investments? What are some benefits of investing in new build-to-rent products, according to Arn? How does the property management model work within Arn's investment strategy? How does Arn locate and source the properties he invests in? What are some methods Arn uses to find off-market properties? How does Arn leverage social media in his real estate investment strategy? What role does direct-to-seller marketing play in Arn's sourcing strategy? What is the difference between "waiting to buy" and "buying and waiting" in real estate? What drives Arn to help others invest in real estate? How does Arn view the importance of teamwork in multifamily investment groups? What are the key principles behind the "SPARK" acronym related to Arn's investment approach? Arn shares how everyone can contact him. Additional Resources from Erin Helle: Website: https://investwithspark.com/ Email: arn@investwithspark.com Phone: 650 - 575 - 6114 LinkedIn: https://www.linkedin.com/company/spark-investment-group Facebook: https://www.facebook.com/Spark-Investment-Group-103741398129523 YouTube: https://www.youtube.com/channel/UCo8iXP8V2DOBRnBpJVj-30Q Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
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    36 mins
  • Episode 308: Empowering Change Through Real Estate, with Erin Helle
    Jan 17 2025
    Erin is a self-made millionaire who achieved financial freedom through real estate investing in less than four years. To date, she has helped over 600 other investors to build cash flowing real estate portfolios. A U.S. Army Veteran, Erin understands what it’s like to work for “the man” and be limited by a schedule and fixed income. Erin created a system to allow her to live a life by design and now has the time and resources to give back and focus on her family. She is a Realtor ® at eXp Realty and is passionate about growing her team of agents and mentoring them to build the business of their dreams. She currently has 13 agents with plans for continual growth. Erin’s real estate portfolio includes 95 rental units. Erin’s courses and conferences empower investors to dream big and ruthlessly pursue their goals! She has a personal goal of creating a million millionaires! What You Will Learn: Who is Erin Helle? How did Erin first get involved in the world of real estate investing? What personal motivations drove her to seek financial freedom after her military service? What were her initial experiences with house flipping, and how did she manage that alongside family responsibilities? How does she support other agents in building their businesses and achieving financial independence? What kind of educational resources does she offer on her website, and how can they benefit aspiring investors? Why does she believe it’s important for individuals to define their personal financial goals? Why did she decide to shift from short-term rentals to long-term residential units? What are some advantages of syndication for generating passive income and diversification in real estate? What inspired her to start her foundation aimed at helping children, and what are its main objectives? What inspired Erin to establish the For the Kids Foundation, and what are its main objectives? Why does Erin believe it is essential to help children and families facing financial hardships? How does Erin view the relationship between financial stability and alleviating life problems? What advice does Erin have for investors who are feeling uncertain during fluctuating markets? How important is adaptability and creative strategy in navigating real estate investing? Erin shares how everyone can contact her. Additional Resources from Erin Helle: Website: http://bcglobalinvestments.com/ Email: erin.m.helle@gmail.com Phone: +1 (716) 860-2521 LinkedIn: https://www.linkedin.com/in/erin-helle-a99200111/ Instagram: https://www.instagram.com/theerinhelle_investorcoach/ Facebook: https://www.facebook.com/theerinhelle YouTube: https://www.youtube.com/channel/UC4ItBVtWDe2VaaAWh3JDaiQ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
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    32 mins
  • Episode 307: Maximizing Cash Flow, with Chris Long
    Jan 15 2025
    With over 13 years of work experience in the construction and storage industry, I am a licensed carpenter and a storage expert who is passionate about creating innovative and customized solutions for my clients. As the president of Longyards Storage, a storage provider that combines traditional storage needs with a new trend of storage yards, I lead a team of professionals who are committed to delivering high-quality service, security, and convenience. I value collaboration, creativity, and customer satisfaction, and I strive to bring diverse perspectives and experiences to the industry. At Longyards Storage, I oversee the operations, marketing, and sales of the company, as well as the development and implementation of new products and services. I have successfully expanded the company's offerings to include exterior storage yards that are equipped with various options, such as sea can containers, power outlets, micro offices, and live Wi-Fi streaming. These storage yards are designed to meet the specific needs of different businesses, such as contractors, landscapers, and retailers. I have also ensured that the storage yards are secure, private, and well-maintained, with features such as 30' gates, 6' high fencing, 6" crush stone, and a full-time caretaker. Through my project planning, renovation, and construction skills, I have enhanced the quality and value of the storage yards, and increased the customer retention and satisfaction rate. What You Will Learn: Who is Chris Long? Chris shares his journey from carpenter to construction company owner (Conrad Construction). What inspired Chris to develop a yard storage business? How does Chris's business model focus on providing storage yards for contractors? How has the value and cash flow of that initial property investment changed over time? What are the key SBA financing terms that Chris discussed, such as loan-to-value ratios and interest rates? How does corporate financing differ from franchising in attracting investors? What advantages does Chris see in non-residential commercial space compared to residential properties? How does Chris emphasize the reduced downside risk and increased cash flow potential in his business model? What systematic approach does Chris use to identify suitable properties for his business? What complexities are involved in building a yard storage business, despite its seemingly simple nature? What factors does Chris identify as significant when analyzing a location for his business? Why does Chris stress the need for thorough feasibility studies before acquiring properties? What software tools does Chris utilize to evaluate potential properties, and what criteria do they assess? What are Chris's thoughts on the future of the market, and how does he approach unpredictability in business planning? Chris shares how everyone can contact him. Additional Resources from Chris Long: Website: https://longyardsfranchise.com/ Email: info@longyards.com Phone: +18775664927 LinkedIn: https://www.linkedin.com/in/chris-long-152b3988/ Facebook: https://www.facebook.com/longyards?modal=admin_todo_tour YouTube: https://www.youtube.com/watch?v=S0rwgOf2p_E Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
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    33 mins
  • Episode 306: Adapting to Market Trends in Real Estate, with Roger King
    Jan 10 2025
    Roger King is a seasoned real estate investor with over 27 years’ experience specializing in strategic, cash-flowing properties. As the founder of a boutique firm, his insights have yielded over $10m in profitable returns to his investors during the last decade alone. Currently overseeing a diverse portfolio valued at over $50m (and still growing), Roger's current focus centers on residential and commercial properties located in 13 states around the U.S. There is currently a strong emphasis on mobile home park communities scattered in 8 of those states. Early on, Roger pursued a Performance degree at the esteemed Berklee College of Music in Boston, MA. As a former professional drummer, Roger's musical endeavors led his bands to open for renowned artists like Brian Setzer, Spyro Gyra, and Bryan Adams. Beyond his professional achievements, Roger has a passion for personal development. Embracing unique challenges, he has walked on fire over a dozen times, gone skydiving, and has lately been working toward earning his private pilot’s license. Roger is also committed to philanthropy, contributing to the rebuilding of orphanages in Kenya and supporting families during several retreats in India and Fiji. Roger and his puppy Daisy cherish their sunset beach time in Puerto Rico, the island they now happily call home. His newest pursuit is building The Real Estate Investing Accelerator™, a community of investors who want to learn to start and scale their real estate investing businesses. By helping members not only to live the life of their dreams but be able to give back to those passion projects they’re called to support with both their time and their money. What You Will Learn: Who is Roger King? How did he transition from being a musician to real estate investing? Roger shares his first deal involving wholesaling a property and making a profit. What are the different real estate strategies? How did the 2008 market crash impact Roger's real estate investments? What are Roger's current projects, particularly regarding mobile home parks, and what is his plan for expansion? The importance of networking with brokers and being on mailing lists to find investment opportunities. What educational efforts is Roger involved in, particularly with his program REI Accelerator, and how does it help newer investors? Roger shares how everyone can contact him. Additional Resources from Roger King: Website: https://www.rogerking.com/ Email: rogerkingrealestate@gmail.com Phone: +1 (310) 936-4987 LinkedIn: https://www.linkedin.com/in/therealrogerking/ Twitter: https://twitter.com/_RogerKing Instagram: https://www.instagram.com/therealrogerking/ Tiktok: https://www.tiktok.com/@therealrogerking YouTube: http://youtube.com/@therealrogerking Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
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    32 mins
  • Episode 305: Learning from Market Cycles and Family Lessons, with Mick Heyman
    Jan 7 2025
    MICK HEYMAN, CFA and Founder of Heyman Investment Counseling, has a 40-year career in wealth management, helping individuals and institutions of all sizes to build and preserve wealth with his stress-free method for mellowing your money. Mick started his career at a small firm in Cincinnati before moving to Louisville to focus on equities with a team of top equity managers, managing billions in assets for clients. His career came full circle when he moved to San Diego to work with individual investors, some of whom have remained loyal to him for more than 30 years. Mick received a Bachelor of Economics from Northwestern and is a designated CFA. Despite a formal education in economics, it was really his interest in philosophy and psychology which showed him that human emotion is ultimately what drives the market. This realization has helped him make better money decisions for himself and his clients, using an understanding of human nature and an appreciation for long-term trends. What You Will Learn: Who is Mick Heyman? Mick shares how he discovered emotions were more important than pure numbers in investing, despite struggling with economics in college How emotional control is crucial during market volatility. Financial stress doesn't need to be as intense as people make it. Mick shares an example of helping clients prepare emotionally for market crashes, which proved valuable during the 1987 crash Importance of keeping "dry powder" (cash reserves) to buy during market dips. Biggest investment regrets often come from selling rather than holding. The importance of analyzing what would happen in worst-case scenarios. The value of portfolio diversification in managing risk. How has cable news become commoditized over time? Why do news channels rely on fear to drive their viewership? What makes FOMO so dangerous when watching markets closely? What lessons can we learn from Black Monday's 22% market drop in 1987? How did the 1986 Tax Reform Act impact investors? What can we learn from historical interest rate changes, from 15% mortgages to recent 3% rates? How do 30-40 year market trends inform our investment decisions today? How important is it to know yourself as an investor? Why is understanding your risk tolerance crucial? What makes patience so valuable during market volatility? How can we best learn from our investment mistakes? Mick shares how everyone can contact him. Additional Resources from Mick Heyman: Website: https://www.mellowyourmoney.com/ Email: mick@mellowyourmoney.com LinkedIn: https://www.linkedin.com/in/michael-mick-heyman-cfa-b417bb16/ Facebook: https://www.facebook.com/mick.heyman Instagram: https://www.instagram.com/mellowyourmoney/ Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools, knowledge, and coaching to positively effect your bottom line. Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation! Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg
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    32 mins