Best Troy Asset Management Podcasts (2024)

1
How to Overcome Mental Barriers That Keep You From Getting What You Want in Life 52:31

20d ago52:31

52:31

Summary This episode was a discussion between Kim Lisa Taylor, the founder of Syndication Attorneys, and Krisha Young, Business Development Director and Client Success Coach at the firm. The main topic was overcoming mental barriers that prevent people from achieving their goals, particularly in the context of real estate syndication. Krisha shared…

1
Business Evaluations with Caroline Troy 57:20

24d ago57:20

57:20

Ever wonder what your business might be worth? What happens when your business partner decides to move on? In this episode Fred and Bernie discuss the A B C's of business evaluations with evaluation expert Caroline Troy. Join in and be prepared to learn something new! A little more about our Guest: Caroline Troy founded Troy Valuations in January 2…

1
Why Good Underwriting is So Important in Syndicated Deals 1:25:41

1M ago1:25:41

1:25:41

Join us as our host, Attorney Kim Lisa Taylor interviews Hitomi Yasuda and Hans Christian Seelinger about why competent underwriting is so important when evaluating potential deals for real estate syndication purposes. Kim and her guests delve deep into real estate underwriting, explaining the common mistakes real estate investors make and how you …

1
How to Own Mineral Rights as an Alternative Asset with Special Guest Troy Eckard 51:19

2M ago51:19

51:19

Attorney Kim Lisa Taylor interviews Troy Eckard, founder of Eckard Enterprises, about investment opportunities in mineral rights on properties that get leased to big oil companies for oil field development. Learn the difference between mineral rights and real property ownership, how mineral rights are packaged and leased, and whether mineral rights…

1
How to Add an Auxiliary Dwelling Unit (ADU) with Nick Karrandjas from Ottawa General Contractors 1:22:40

2M ago1:22:40

1:22:40

If you've ever contemplated adding an Auxiliary Dwelling Unit to your portfolio you are going to love this episode. Packed with invaluable information, it's worth every minute of your time! A little more about our Guest: Nicholas Karrandjas is a dedicated Project Consultant and Partner at the Design and Build firm Ottawa General Contractors. At age…

1
Dan Davidowitz (Polen Capital) - Compounding Made Simple 47:12

2M ago47:12

47:12

Dan Davidowitz is lead portfolio manager of Polen Capital’s Focus Growth strategy. We discuss Dan’s evolution as an investor, Polen’s investment guardrails, and other factors that have helped the strategy deliver exceptional returns over the last 35 years. Show notes: [01:16] Dan discusses how he pivoted from public health to investing [02:56] Thou…

1
How To Use Regulation Crowdfunding To Advertise For Investors 1:02:54

3M ago1:02:54

1:02:54

Join us as our host, Attorney Kim Lisa Taylor, interviews Fred Peña of Ridge Crowdfunding about how you can use the Regulation Crowdfunding exemption to freely advertise your deals and raise capital from anyone. They discuss the rules, limitations, mechanics and advantages of this important exemption - and how you can use it to help even non-accred…

1
Covering Your ASSet's with Terrill Leclair from Alliance Security 53:40

3M ago53:40

53:40

A little more about our guest: Terrill Leclair is a licensed electrician by trade and owner of one of the largest individually owned and operated security installation and monitoring companies in the Eastern Ontario area, and more importantly, he is father to two accomplished young people. Alliance Security is a bonifide multi-generational family b…

1
How To Profit By Accepting IRA Investors In Your Syndicate 1:04:36

3M ago1:04:36

1:04:36

Please join our host, Attorney Kim Lisa Taylor, while she explores the intricacies of allowing self-directed IRA investors in your Syndicate. Our special guest is our friend, Kaaren Hall of UDirect IRA. Kaaren is a thought leader in the self-directed IRA space, on both the marketing and legislative fronts. We also ask her to share some of her marke…

1
Balancing Government Directives with Urban Sensitivities with Special Guest Fred Eisenberger 1:21:49

3M ago1:21:49

1:21:49

You really don't want to be any type of Municipal Politician these days, not with the constant pressure of Legislation from upstream government agencies on one side and the demands and expectations of your constituents on the other! How do you balance the two? Or can you? Fortunate for us Dear Listeners, His Worship, Fred Eisenberger, former three-…

1
Robbie Robertson (Personal Assets Trust) - Trust Matters 41:46

4M ago41:46

41:46

In this episode we speak to Robbie Robertson. Robbie is on the Board of Personal Assets Trust and spent a nearly 40-year career in the investment trust industry. We discuss the evolution of the investment trust industry, the advantages of a closed-end structure and the role Personal Assets Trust can play in a portfolio. Show notes: [01:28] A differ…

1
How the Right Technology Can Help You Manage Your Investors With Special Guest Perry Zheng 1:00:45

4M ago1:00:45

1:00:45

Join our host, Attorney Kim Lisa Taylor, and her esteemed guest, Perry Zheng, founder of CashFlow Portal. Before founding CashFlow Portal, Perry was an engineering manager at Lyft and worked as a software engineer at both Twitter and Amazon. He will share his experience and insights into how software, artificial intelligence and technology are resh…

1
Public Private Partnerships = A Win Win Win with Special Guest Darin McCorriston 53:49

4M ago53:49

53:49

Ever hear of or considered investing in a Public Private Partnership or "3P" Initiative? Join Fred and Bernie when they discuss the pros and cons, and there really aren't too many "cons", with an undisputed guru in the field, TMSI President and Founder Darin McCorriston. A little more about our guest: Darin McCorriston is President of TMSI Sports M…

1
How To Turn Neglected Homes Into Profitable Student Housing With Special Guest David Schwartz 1:01:16

4M ago1:01:16

1:01:16

Join our host, Attorney Kim Lisa Taylor, as she interviews David Schwartz, whose successful business model is making targeted improvements to older homes and turning them into profitable student housing. Among the issues we'll discuss are complexities in the permitting process and the screening process David uses to get high-quality tenants. Episod…

1
You Don't Know What You Don't Know! An Introduction to Gentry Learning 37:26

5M ago37:26

37:26

Join Fred and Bernie as they discuss the latest courses offered by Gentry Learning. An informative introduction into how to start successfully investing in both your own and your families future! For further insights into the world of real estate investing, visit Gentry Learning. Need more direct information? Reach out to Frederick (Fred) Crouch FR…

1
Jim Strang (HgCapital Trust) - Building an Experience Curve in Business Software 41:39

5M ago41:39

41:39

In this episode we speak to Jim Strang, Chairman of HGCapital Trust. The Trust has an outstanding track record investing in business-to-business software companies. We discuss the evolution in private markets over Jim’s career, the benefits of specialisation and the reasons behind Hg Capital’s success. Show notes: [01:15] Jim discusses his early ca…

1
Tenant selling their business? What you can do to help! 37:48

5M ago37:48

37:48

A big Thank You to our Sponsors! The Property Wizard would like to thank the invaluable support of Gentry Learning and Kreativ Insight - Thank you both for making this podcast possible! Why would you want to help a tenant sell their business? Find out why its a great strategic move when Fred and Bernie discuss with Guylaine Ure from Sunbelt Busines…

1
How to Be Successfully Unemployed with Real Estate With Special Guest Dustin Heiner 1:01:02

6M ago1:01:02

1:01:02

Kim Lisa Taylor, Esq., interviews Dustin Heiner, founder of Master Passive Income, about his system for building lasting wealth with real estate investing. Dustin's expert team teaches beginners how to become successful real estate investors and create their own passive real estate income business from scratch. His ultimate goal is to help you quit…

1
Property Site Assessments: Looking for Fish in a Drainage Ditch! 38:49

6M ago38:49

38:49

A big Thank You to our Sponsors! The Property Wizard would like to thank the invaluable support of Gentry Learning and Kreativ Insight - Thank you both for making this podcast possible! In this Episode of the Property Wizard, Bernie and Fred speak to returning guests Christine Wilson and Kurt Frommann from Cambium. If you're planning on developing …

1
12 Ways You Can Earn Money As A Syndicator 1:02:50

6M ago1:02:50

1:02:50

Attorney Kim Lisa Taylor divulges the "12 Ways You Can Earn Money as a Syndicator." She discusses how syndication works and how it can benefit both seasoned and novice real estate entrepreneurs and their passive investors. She also covers the risks, rewards, and the process involved. Episode at a glance: What is Real Estate Syndication? The Benefit…

1
Cleveland Here We Come! Investor Profile with Mathieu Laquerre 40:00

7M ago40:00

40:00

The Property Wizard welcomes Mathieu Laquerre, founder of MADA Partners and MADA Capital, a private Canadian real estate investment firm with a strategic focus on re-developing land in the U.S., more specifically going into 2024 - Cleveland! Mathieu's group specializes in infill developments, ranging from single-family homes and townhomes to multi-…

1
How to Avoid Losing Money in Today's Real Estate Market 1:15:52

7M ago1:15:52

1:15:52

Attorney Kim Lisa Taylor, quizzes Jen and Stacy Conkey regarding their best tips on how to avoid losing money in real estate, especially in today's market. Stacy and Jen have 20+ years experience as entrepreneurs and real estate investors. Through their diverse real estate experiences, Jen and Stacy know what it takes to identify deals and make off…

1
Monetizing on EV's: Turning the Green Economy into $Green$ 51:19

7M ago51:19

51:19

Believe it Listeners - you can monetize on the Green Economy by investing in EV infrastructure! Special Guest Tony Stewart, co-founder and CXO or Elocity, takes us through the process of turning a capital expenditure into a source of steady income. Fred and Bernie ask the questions: Is it worthwhile retrofitting an existing building to make Chargin…

1
How to Overcome Challenges in Self-Storage Syndication with Christopher Cashman and Terry Morrison 59:36

7M ago59:36

59:36

Our host, Attorney Kim Lisa Taylor, interviews Christopher Cashman and Terry Morrison of Equanimity Capital Partners LLC, who have built a portfolio of more than 3,100 storage units, plus 188 RV parking stalls, in five states (GA, NC, SC, AR, UT) using more than $10M in private capital in just 2.5 years! Kim gets these two pros to share their insid…

1
Thinking of Investing in a Condominium? Reserve Fund Studies 35:34

7M ago35:34

35:34

Unless you are or have owned a Condominium, you may not know what a Reserve Fund Study is. Fred and Bernie, along with returning guests, Matt Fagan and Jeremy Taylor, will guide you through the process and explain everything you need to know about how a Reserve Fund Study comes to be. This is a must-listen to episode if owning any type of Condomini…

1
7 Ways A Commercial Real Estate Attorney Can Help Syndicators Do Better Deals 53:41

8M ago53:41

53:41

If you don't understand the difference between real estate counsel and corporate securities counsel, here's your chance to hear it from 2 experts. During this Podcast, Attorney Kim Lisa Taylor will interview Bishoy Habib, a Commercial Real Estate Attorney and Syndication Attorneys' Team Member. Bishoy will explain why having a Commercial Real Estat…

1
Emergency! 39:51

8M ago39:51

39:51

When faced with a potential Emergency situation, are you prepared? Bernie and Fred discuss some of the basics including what you can do to minimize property damage and maximize both personal and tenant safety in this podcast episode. Whether it means dealing with a fire, tornado, hurricane, flood, earthquake, epidemic, or a disruption in the water …

1
Stuart Widdowson (Odyssean Capital) - Concentrating on UK Smaller Companies 47:53

8M ago47:53

47:53

Stuart Widdowson founded Odyssean Capital, is co-manager of the Odyssean Investment Trust, and has a wealth of experience investing in UK-listed smaller companies. We discuss the lessons Stuart has applied to public equity investing from his days in private equity, the rewards derived from investing in good quality companies that can be improved, a…

1
How to Think Outside the Box Investing in Co-WareHousing Space with Special Guest David Fisher 56:38

8M ago56:38

56:38

Join David Fisher of Kefi Spaces and host Attorney Kim Lisa Taylor as they explore some groundbreaking ideas in commercial real estate investing. David will share how you can buy large warehouses and carve them into small co-warehousing spaces. He maximizes profits for his investors by renting out spaces to entrepreneurs who need smaller spaces to …

1
Steps Towards Sensible Sustainability with Special Guest Alex Point-Wright 29:43

8M ago29:43

29:43

What are the top five things a property owner can do to improve the electrical efficiencies of your investment properties? Join Fred and Bernie as they discuss all things electrical with Alex Poyntz-Wright, Director of Sales for Evolta Electric. We even touch on utilizing EV charging units to create an income stream for your property! A little more…

1
Property Condition Assessments 39:14

9M ago39:14

39:14

Join Fred and Bernie as they discuss "Property Condition Assessments" (PCA's), or, depending on where you live in the world, a "Building Survey", with Special Guests Jeremy Taylor and Matt Fagan from Cambium Inc. What are they? Who requires them and why would you want to get one done? What are the costs involved? We answer all these questions and a…

1
What Should Real Estate Investors Be Doing Right Now with Special Guests Gino Barbaro & Jake Stenziano 57:49

9M ago57:49

57:49

Join our host Attorney Kim Lisa Taylor as she delves deep into the minds of real estate investing experts Gino Barbaro and Jake Stenziano about the current state of multi-family investing. We'll ask them what real estate investors should be doing right now to survive (and even thrive) under current market conditions. Episode at a glance: Is multi-f…

1
How to Break Into the Retail Real Estate Investing Market with Special Guest Cherif Medawar 56:39

10M ago56:39

56:39

Join our host Attorney Kim Lisa Taylor as she interviews renowned real estate mogul Cherif Medawar. Cherif will share his secrets on finding the right retail spaces and the right tenants to fill them. With this knowledge, you can break away from the multi-family crowd and make your own fortune in retail real estate. Cherif has used these techniques…

1
Oddbjørn Dybvad (REQ Capital) - Acquisition-driven Compounders 40:48

10M ago40:48

40:48

In this episode we speak to Oddbjørn Dybvad, co-founder of REQ Capital, an Oslo-based investment firm. Oddbjørn manages REQ’s Global Compounders and Nordic Compounders funds, which focus on acquisition-driven businesses. We discuss the entrepreneurial energy within these companies, why they are able to reinvest capital at attractive rates for a lon…

1
What Makes Mindset So Important to Capital Raisers with Special Guest David Lindahl 56:03

11M ago56:03

56:03

In our latest podcast, our host Attorney Kim Lisa Taylor interviewed David about how mindset is THE most important thing you need to successfully raise capital. And of course, Kim also took the opportunity to pick David's brain on what he thinks is happening in the multi-family marketplace and what are his thoughts on how to get prepared for what's…

1
How To Make Managing Investor Funds Easier With a Fund Administrator 54:49

11M ago54:49

54:49

For this episode of "Raise Private Money Legally," we welcome special guest John Ruszkowski from Opus Fund Services, who discusses how and when you need a professional fund manager, and how having one will elevate your credibility with investors and make your life easier. Episode at a glance: How a fund administrator helps ensure your peace of mind…

1
Mobile Park Investing: The Affordable Housing Alternative to Multi-Family 1:03:59

11M ago1:03:59

1:03:59

In this episode of "Raise Private Money Legally," join special guest Mario Dattilo and host Attorney Kim Lisa Taylor as they discuss "Mobile Home Park Investing: The Affordable Housing Alternative to Multi-Family." Mario has built a portfolio of manufactured-housing communities in the Southeast United States, primarily in Florida. He will share his…

1
Kiril Sokoloff (13D Research) - An Insidious Environment 43:44

12M ago43:44

43:44

Kiril Sokoloff founded 13D Research in 1983 and is a leading global investment strategist who has presciently called a number of major paradigm shifts over the last 40 years. We discuss Kiril’s career, why the current investment backdrop is so challenging and how the geopolitical landscape is evolving. Show notes: [01:23] Kiril talks about the star…

1
How to Build Your Empire Investing in Small Apartment Projects Close to Home with Chris Pomerleau 1:13:59

12M ago1:13:59

1:13:59

In this episode of "Raise Private Money Legally," host Kim Lisa Taylor, Esq. interviews longtime client Chris Pomerleau of LeavenWealth Capital LLC. Kim and Chris discuss how Chris and his team have built an empire by buying small apartment complexes close to home. The Episode at a Glance: The pros and cons of investing in small multifamily complex…

1
Condominium Pros & Cons with Special Guest Michael Lewicki 52:47

12M ago52:47

52:47

They are an excellent and affordable place to start investing or building your real estate portfolio, but what are they and what questions do you need to know to ask before buying a condominium? Join Fred and Bernie as they discuss all things "condominium" with Special Guest Michael Lewicki. Michael has has enjoyed working within the condominium wo…

1
Environmental Concerns Revisited with Special Guests Christine Wilson and Kurt Frommann 31:18

1y ago31:18

31:18

One episode just wasn't enough! Join Bernie and Fred as they continue the conversation about Environmental Site Assessments (ESA's) with Christine Wilson and Kurt Frommann from Cambium Inc. Delve deeper into what the differences between a Stage I and Stage II ESA are, what the various components are, and the costs involved. Entertaining and informa…

1
Prashant Khemka (White Oak) - A High-Performance Culture in Indian Equities 39:24

1y ago39:24

39:24

Prashant Khemka has a strong track record managing capital in India and global emerging markets. He established Goldman Sachs Asset Management’s India franchise in 2006, was lead portfolio manager of Goldman’s India Equity and Global Emerging Market Equity strategies, and in 2017 founded White Oak Capital Management, where he has continued to deliv…

1
Dealing with Contractors with Special Guest Alceu (Tito) Da Silva Moreira 38:25

1y ago38:25

38:25

Having contracting or repair work completed can be a stress filled experience. In today's show, Fred and Bernie discuss with General Contractor Alceu (Tito) Da Silva Moreira of Musk Wall Systems Corp. the do's and don'ts of hiring a contractor or other service technician to do work at your rental property. A must listen to podcast for every propert…

1
Is Your Offering Viable? 55:28

1y ago55:28

55:28

In this episode, host Kim Lisa Taylor explores the legal and marketability aspects of real estate offerings, highlighting the importance of compliance, documentation, and establishing credibility in the industry. The episode at a glance: Two hurdles in determining the viability of an offering Exploring the intricacies of Rule 506(b) and Rule 506(c)…

1
Noah Potechin LL.B, The Pros and Cons of VTB Mortgages 41:13

1y ago41:13

41:13

To kick off Season Three of the Property Wizard, we are happy to have as our guest today, Noah Potechin LL.B, to answer your questions about all things related to Vendor Take Back Mortgages. What are they? What are the benefits for a Seller? What are the benefits for a Buyer? Fred and Bernie ask Noah questions taken right off your emails - we have …

1
How To Legally Compensate Capital Raisers And Finders And What Happens When You Don’t 1:00:11

1y ago1:00:11

1:00:11

The goal of this episode is to help capital raisers understand these topics and how to use them to their advantage while avoiding any legal consequences. The information being shared is based on a chapter from my new book that will be available on 5/11/23. Episode at a glance: What is a securities broker-dealer? What are finder’s fees? How to devel…

1
How to Set Up a Residential Assisted Living Syndicate with Isabelle Guarino 45:27

1y ago45:27

45:27

In this podcast, host Kim Lisa Taylor and special guest Isabelle Guarino of RAL (Residential Assisted Living) Academy explore the nuts and bolts of setting up a residential assisted living facility, including using syndication to fund acquisition and retro-fitting of the building, obtaining the appropriate licenses, setting up operations, and more.…

1
Paul Major (Bellevue) - Innovations To Fix a Broken System 46:45

1y ago46:45

46:45

Paul Major co-manages the Bellevue Healthcare Trust and has a wealth of experience of the healthcare industry. We discuss how healthcare has evolved, why existing healthcare systems are fundamentally challenged, and the approach Paul takes to investing in the industry as a result. Show notes: [01:15] Paul discusses how he got into finance [03:15] B…

1
Capital Raising & Co-Investing with Mark Purtell & Joseph Harriman 53:26

1y ago53:26

53:26

In this episode, special guests Mark Purtell and Joseph Harriman of CTC Wealth Management Real Estate Funds share their criteria for co-investment partners (i.e., syndicators) including asset classes, deal structures and operator experience; and their experience raising capital for nearly $100M in offerings. The episode at a glance; -05:45 - What M…

1
Blake Hutchins (Troy) - The Sweet Spot for UK Equity Income 31:31

1+ y ago31:31

31:31

Blake Hutchins manages the Trojan Income Fund and is co-manager of the Troy Income & Growth Trust. We discuss the changing investment environment, why it could be good for high-quality, dividend-paying companies, and where Blake is finding value in the UK market today. Show notes: [1:16] Being deliberate and patient during tough times [3:30] Equity…

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