How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as w ...
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Every real estate investing coach, influencer, and figure head will tell you they have the answers to financial freedom. The goal of REsimpli’s podcast is to remove the redundant discourse and discuss the realities of the REI space. Host Sharad Mehta speaks to a range of investors in different niches about their wins, losses, and best practices. Through open and honest discussions, our guests provide high level strategies for RE investors at every level. REsimpli is a leading all-in-one inve ...
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Discussions about foraging cultures, peoples and practices with anthropologists, researchers, advocates, artists, and hunter gatherers themselves. Hosted by Philippe Koo and Teckwyn Lim.
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CFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFO
38:30
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In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth. Adam…
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Top Financial Tips for Real Estate Investors from Adam Koós
33:34
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In this episode of the REsimpli podcast, host Sharad Mehta chats with Adam Koós, a seasoned financial advisor, about his journey and invaluable financial insights. Adam, hailing from Columbus, Ohio, shares his transition from aspiring trauma surgeon to financial advisor, influenced by his father's suggestion. He discusses the importance of managing…
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Freedom Through Real Estate: Jeffrey Holst’s Journey from Debt to Financial Independence
44:28
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In this eye-opening episode of the REsimpli podcast, host Sharad Mehta interviews Jeffrey Holst, a real estate investor with an extraordinary story of resilience and success. Jeffrey shares how he overcame a life-threatening illness, declared bankruptcy, and transformed his life by building a thriving real estate portfolio. From owning 100,000 squa…
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From Firefighter to Real Estate Mogul: Ian Horowitz on Taking Risks, Building Wealth, and Scaling to Commercial Success
39:39
39:39
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In this episode of The REsimpli Podcast, Ian Horowitz, co-founder of Equity Warehouse, shares his transition from being a firefighter in Baltimore to becoming a successful real estate investor focused on multifamily and self-storage properties. Starting during the financial crisis, Ian and his partner built their portfolio by flipping houses and re…
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Successfully Unemployed at 37 | Dustin Heiner's Real Estate Investment Journey and Financial Independence
37:36
37:36
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In this insightful episode of the REsimpli podcast, host Sharad Mehta interviews real estate investor Dustin Heiner, who shares his remarkable story of achieving financial freedom through real estate investing. Dustin talks about how he transitioned from a government tech job to becoming successfully unemployed, thanks to smart investing and passiv…
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The Future of Accounting and CPAs with David Hartley
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In this episode of "Elevate Your Business," Adam sits down with David Hartley, Partner-In-Charge at Anders CPA and Advisory, to explore the evolving landscape of accounting, tax work, and CPA services in a post-pandemic world. David shares his insights on how the industry is changing, revealing what he sees as the "cheat code" to thriving in this n…
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Mike's Journey To Million Dollar Hotel Investing Deals
37:44
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In this episode of The REsimpli Podcast, Michael Stohler discusses his transition from managing multifamily properties to investing in hotels. Living in Scottsdale, Arizona, Mike shares his start in real estate, initially inspired by reading "Rich Dad Poor Dad." After facing challenges with his first investments, he leveraged mentorship to learn ab…
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Understanding ESOPs with Joseph Sophia, Troy Starr, and Greg Daugherty
52:23
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In this episode of "Elevate Your Business," Adam discusses Employee Stock Ownership Programs (ESOPs) with experts Joseph Sophia, Troy Starr, and Greg Daugherty. They explain how ESOPs work, differentiating them from other business exit plans and employee benefits. Learn about the benefits ESOPs offer to both employers and employees, making them an …
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King of New York's Real Estate Navigation, Michael Pinter's Real Estate Journey
43:30
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In this episode of The REsimpli Podcast, Sharad interviews Michael Pinter, a seasoned real estate investor. Michael discusses transitioning from the mortgage industry to full-time real estate investing in 2013, highlighting the unique challenges of the New York market, such as mandatory attorney involvement and high earnest money deposits. He recou…
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From $1.2 Million in Debt to $16000000 in Profit: Linda McKissack's Real Estate Journey
37:36
37:36
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In this episode of The REsimpli Podcast, Linda McKissack shares her inspiring journey from $600,000 in debt (~$1.2 Million- adjusted for inflation) to building a successful real estate portfolio. Living in Texas and traveling frequently, Linda entered real estate in the late 80s after financial setbacks in her husband's business. Inspired by Robert…
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Navigating Digital Business Acquisitions for IT Professionals with Michael Frew
32:21
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In this episode of "Elevate Your Business," Adam chats with Michael Frew of Dev Driven Acquisitions to explore the world of digital business acquisitions. Michael shares his journey from the corporate sphere of software engineering to online business purchases. He discusses the benefits for IT professionals of acquiring established online businesse…
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From Nuclear Test Engineer to Real Estate- With Rylee Knox
29:43
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Rylee Knox's journey from a W-2 nuclear test engineer for the Department of Defense to a successful full-time real estate investor is a testament to his determination and passion for the industry. Initially starting out by house hacking a few multi-family properties, he quickly scaled his operations, leveraging creative financing strategies and off…
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From Living on Emergency Funds to Flipping Real Estate Investing Mogul
27:22
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Sharad and Justin discussed Justin's journey as a real estate investor, his approach to business growth, and his future aspirations. They also explored Justin's personal development strategy, his mindset shifts, and the importance of team building. Lastly, they delved into Justin's hobbies, his favorite travel destination, and the books that influe…
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How To Use 1031s and DSTs To Minimize Real Estate Taxes with Greg Smith, VP of IPX1031
30:56
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6In this episode Adam sits down with Greg Smith, VP of IPX1031, to unravel the complexities of 1031 exchanges and Delaware Statutory Trusts (DSTs). As experts in the field, Greg and his team help real estate sellers minimize tax liabilities and reinvest those savings into their next ventures, making these tools invaluable for savvy investors. Throu…
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From Zero to 6,500: Tony Cook’s Journey in Property Management
44:13
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In this episode of the REsimpli podcast, Sharad Mehta interviews Tony Cook, COO of Bay Management Group, who shares his remarkable journey from a small accounting role to managing over 6,500 properties across multiple states. Tony reveals the strategies behind their explosive growth, the challenges of scaling, and the importance of company culture …
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From Stock Market Challenges to 400 Units: Donato Callahan’s Real Estate Breakthrough
29:32
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In this episode of the REsimpli podcast, host Sharad Mehta interviews Donato Callahan, a 24-year-old real estate investor who has impressively amassed 400 units in just three years. Donato shares his inspiring journey, starting from his initial investment in the stock market, which led to significant losses during the COVID-19 pandemic. Seeking a m…
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Mastering Financial Metrics and Team Building with Jody Grunden
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6In this episode of "Elevate Your Business," Adam sits down with Jody Grunden, Co-founder of Summit CPA Group and partner at Summit Virtual CFO by Anders. Summit Virtual CFO is recognized as the leading provider of virtual CFO services across North America, assisting over 100 businesses in maximizing profits, minimizing taxes, and increasing cash f…
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John Casmon's Journey From Corporate Marketing to Real Estate Success
35:25
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In the REsimpli podcast episode with Sharad Mehta and John Casmon, John discusses his transition from corporate marketing to real estate investing after his company went bankrupt. Starting with small multifamily properties, he emphasizes the importance of confidence, credibility, and connections in raising capital. John highlights the role of mento…
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From Adversity to Thriving Restaurateur: A Conversation with Just Chicken Founder D'Andre Martin
41:44
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In this episode of "Elevate Your Business," Adam sits down with DeAndre Martin, the dynamic restaurateur behind Just Chicken, to delve into his remarkable journey from a troubled past to entrepreneurial success. D'Andre's story is one of resilience and transformation. Inspired by his hardworking mother, who juggled three jobs, and motivated by a pi…
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Ashley Kehr's Journey: Balancing Real Estate Success with Family and Personal Values
40:58
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In this episode of The REsimpli Podcast, Ashley Kehr shares her journey in real estate investing, highlighting how she tripled her portfolio in 2017 through continuous learning and networking on platforms like BiggerPockets. She emphasizes the importance of clarity in investment decisions, recounting how exploring various real estate niches helped …
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Unlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies with Amber Gilsdorf and Katie Cox
42:47
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In this engaging episode of "Elevate Your Business," host Adam Koos welcomes two expert guests: Amber Gilsdorf, Director of College Planning with Estrela Consulting, and Katie Cox, the owner of Katie Cox and Co., a boutique tax and accounting firm. Together, they delve into the pressing issue of the rising cost of college education and provide inva…
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Steven Howell's Strategic Approach to Real Estate Entrepreneurship
29:59
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In the conversation between Sharad Mehta and Steven Howell, Steven shares his journey into real estate investing, which began during the economic downturn in 2009. He focuses on probate properties, acquiring data directly from county records to identify potential leads. Steven discusses his strategic, empathetic approach to reaching out to executor…
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Behind the Pages: Mastering Business Influence with Ghostwriter Extraordinaire, Michael Levin
46:49
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Tune in to the next episode of "Elevate Your Business" for an engaging discussion between host Adam Koos and Michael Levin, a seasoned ghostwriter with an impressive track record of over 1000 books spanning three decades. In this episode, they delve into the intricacies of avoiding the "commodity trap" and building trust in a landscape where establ…
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From Data Scientist to Real Estate Entrepreneur: Ariel Herrera's Journey
26:48
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In the conversation between Sharad Mehta and Ariel Herrera, Ariel shares her journey from being a data scientist in New York City to becoming a successful real estate investor and entrepreneur based in Tampa, Florida. She discusses her systematic, data-driven approach to real estate investing, leveraging free resources like Google News, Redfin, and…
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Bridging Talent and Opportunity: Inside HBCU Connect with CEO and Founder Will Moss
1:23:16
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Adam Koos sits down with Will Moss, the CEO and Founder of HBCU Connect, a pioneering online platform serving the students and alumni of Historically Black Colleges and Universities (HBCUs). Since its inception in 2002, HBCU Connect has grown to over 1.2 million members, becoming a vital hub for connecting talent with opportunities while serving th…
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Insider Insights: Eric Vogel Empowers Real Estate Investors
35:15
35:15
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In this episode of the REsimpli podcast, host Sharad Mehta sits down with Eric Vogel, a leading voice in real estate investment based in California. Vogel's expertise spans creative strategies and entrepreneurial ventures, making him a sought-after figure in the industry. Vogel emphasizes the importance of collaboration and mentorship for new inves…
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Mastering Capital Raising: A Conversation with Jonathan Cattani
29:35
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In this episode of the REsimpli podcast, host Sharad Mehta welcomes Jonathan Cattani, a seasoned expert in capital raising and investor relations, joining from Salt Lake City. With 17 years of experience and a background in stockbroking, Jonathan delves into the intricacies of private equity real estate and syndications, including his work with Cae…
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Marketing and Digital Domination with Bill Kiefaber, President and Owner of Marketing Works
50:15
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Welcome to another insightful episode of Elevate Your Business with your host, Adam Koos. In this edition, Adam sits down with Bill Kiefaber, the esteemed President and Owner of Marketing Works, a true powerhouse in the realm of B2B marketing. With over three decades of experience under his belt, Bill has been instrumental in crafting integrated ma…
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From Tel Aviv to Real Estate Triumph: Dani Beit-Or's Journey
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In this episode of the REsimpli Podcast, host Sharad Mehta engages with Dani Beit-Or, who shares his fascinating journey from Israel to becoming a significant figure in the U.S. real estate market. With a background in engineering and a desire for a stable investment platform, Dani was attracted to real estate for its superior risk-reward balance c…
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Ethics Over Earnings: Jonathan Greene's Approach to Conscious Real Estate
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In this episode of the REsimpli Podcast, host Sharad Mehta explores the multifaceted world of real estate investing with Jonathan Greene, whose diverse background enriches his unique approach to the industry. Drawing from experiences as varied as being a trial attorney to an art professional, Jonathan advocates for a mindful and ethical approach to…
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Defining Success and Empowering CEOs with Kiley Peters, Executive Coach and Founder of RAYNE IX
40:31
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In this episode of "Elevate Your Business," host Adam Koos welcomes Kiley Peters, founder of RAYNE IX, to discuss her transition from running a profitable marketing firm to starting a consultancy aimed at empowering female CEOs. Kiley shares why she redefined her own metrics for success and how her new venture aligns with her passion for fostering …
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Beyond the Buy: Tony & Dakota's Real Estate Mastery
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In this dynamic episode of the REsimpli Podcast, host Sharad Mehta dives deep into the world of real estate investment with Tony and Dakota, the dynamic duo behind one of Fort Wayne, Indiana's most influential property investment firms. With a friendship rooted in their shared past and a business built from the ground up, Tony and Dakota share thei…
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The Art of the Deal: Nathan Payne's Path to Painless Flipping
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In this episode of the REsimpli podcast, host Sharad Mehta welcomes Nathan Payne, a seasoned real estate professional from Salt Lake City, Utah. Nathan shares his journey from having no real estate knowledge to mastering the art of wholesaling and creating a successful business model based on reverse wholesaling. Despite not always finding buyers f…
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Cultivating Innovation and Culture: Insights from Dr. Jonathan Baktari MD, CEO of eNational Testing and Host of BaktariMD
41:27
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Tune in to this week's episode of Elevate Your Business as host Adam sits down with Dr. Jonathan Baktari MD, CEO of eNational Testing and host of the BaktariMD podcast. Dr. Baktari shares invaluable insights on cultivating a corporate culture conducive to innovation, outlining 5 essential ingredients for startup success. From fostering buy-in among…
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Investing Without Borders: G Brian Davis's Journey to Passive Real Estate
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In this episode of the REsimpli Podcast, Sharad welcomes G. Brian Davis, a seasoned real estate investor and co-founder of Spark Rental. Broadcasting from the vibrant city of Lima, Peru, Brian shares his intriguing journey from a fresh college graduate to becoming a pioneer in passive real estate investing. With a backdrop of diverse global living …
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From Flipping Houses to Fueling Success: The Mike Hambright Story
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In this episode of the REsimpli Podcast, Sharad welcomes Mike Hambright, a seasoned real estate investor and entrepreneur, to share his extensive experience in the industry. Mike dives into his journey from starting in real estate during the 2008 financial crisis to becoming a prominent figure in the field, flipping hundreds of houses, and establis…
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Appreciation Marketing and Making Customers For Life with Curtis Lewsey, Best Selling Author and Founder of AMCards
35:04
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Adam welcomes Curtis Lewsey, Founder of AMCards and Best Selling Co-Author of Appreciation Marketing: How to Achieve Greatness Through Gratitude. Curtis joins the show to talk about how his 15 years of cold-calling experience helped lead him to change his perspective on how he was selling to customers. Instead of marketing to potential leads Curtis…
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Military Precision in Real Estate: Ron Angel's Tactical Approach to Investing
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In this episode of the REsimpli Podcast, host Sharad is joined by Ron Angel, a dynamic figure in the real estate industry with a diverse background. Starting his journey in real estate after leaving the military, Ron shares his transition from buying his first house in Georgia to becoming deeply involved in various real estate markets, including No…
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Climbing the Property Ladder: Jessie Alvarez's Success Story
36:07
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In this engaging episode of the REsimpli Podcast, host Sharad welcomes Jessie Alvarez, a seasoned real estate investor, with a fascinating journey from humble beginnings to significant success in the industry. Jessie shares his unique story, starting with his early exposure to real estate through his family in Oregon, to his first property acquisit…
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Tips To Improve Your Sales Team with Tim Byrd, CSL, of Sales Xceleration
23:33
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Adam welcomes Tim Byrd, CSL of Sales Xceleration to chat about the current state of sales teams within a company. With so many disruptions to the world over the last few years, Tim talks about the challenges of building a sales team in this new business world. Learn more about: - The things Tim looks for when evaluating sales teams - The impact of …
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Josue Velney's Path from Military to Mastery in Real Estate
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In this episode of the REsimpli podcast, we're thrilled to host Josue Velney, a distinguished real estate developer and military veteran, who shares his remarkable journey from serving in the Marine Corps to building a thriving real estate development business in Boston. Josue's strategic move to expand his real estate portfolio by purchasing multi…
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The Greatest Tax Incentive Ever (and it's Going Away?) - Qualified Opportunity Zones with Andrew Doup
36:23
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Welcome to the inaugural episode of "The Elevate Your Business Podcast with Adam Koos"! In this debut episode, Adam Koos is joined by special guest Andrew Doup, Attorney and President of Syndication Counsel. Together, they delve into the fascinating world of Qualified Opportunity Zones (QOZ), exploring what they are, how they're determined, and who…
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Mastering Wealth Building Through Strategic Real Estate Investing with Ty Franklin
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In this episode, Ty Franklin highlights his remarkable journey from a six-figure earner facing a decline in business due to the pandemic to a successful real estate investor. Ty, based in Atlanta, delved into real estate after seeking alternatives to his traditional job, leading to over 70 deals, including fix-and-flips and hotel deals. He discusse…
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Welcome to The Elevate Your Business Podcast!
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How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Busines…
…
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1
Building Wealth with Axel Ragnarsson: From Flipping Cars to Mastering Multifamily Real Estate
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In this episode of the REsimpli Podcast, host Sharat interviews Axel Ragnarsson, a Boston-based entrepreneur with roots in New England. Axel shares his journey into real estate, beginning as a college junior flipping cars for income. Inspired by HGTV’s "Flip or Flop," he ventured into house flipping before discovering and focusing on multifamily re…
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Scaling Success in the Housing Market with Alex Jandick
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In this episode of the REsimpli podcast, Alex Jandick, a real estate professional with a significant presence in the Central Florida market, discusses various aspects of the real estate industry since starting in 2017. Alex shares success in wholesaling and his ventures into different types of real estate deals, including his first look at an apart…
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Turning Setbacks into Success: Jeremy Resmer's Real Estate Journey
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In this episode of the REsimpli podcast, we are joined by the incredible Jeremy Resmer, a real estate investor based in Nashville with a thriving real estate business in South Carolina. Jeremy takes us on a journey through his real estate career, sharing the highs and lows, the mistakes he made as a beginner, and how he ultimately found success in …
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Jake McKinney’s Unconventional Real Estate Journey
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In this episode of the REsimpli podcast, Sharad is joined by the seasoned real estate investor, Jake McKinney. Jake's journey unfolds from his roots in the culinary arts to cattle ranching in Texas, ultimately leading him to carve a unique niche in the real estate landscape. From the complexities of property management to navigating the intricacies…
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From Debt Collection to Real Estate Investment: Jay Tenenbaum’s Intriguing Journey
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In this episode of the REsimpli Podcast, we had the privilege of sitting down with a true industry veteran. Jay Tenenbaum, a seasoned real estate investor with over a decade of experience, shares his unique journey from the world of debt collection law to a thriving career in distressed mortgage investments. Jay offers valuable insights into why he…
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Real Estate with Eric Brewer: Mastering the Art of Novations
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Welcome to another episode of the REsimpli Podcast with your host, Sharad! In this captivating episode, Sharad sits down with the seasoned real estate expert, Eric Brewer, to unravel his incredible journey from the world of car dealerships to becoming a force to be reckoned with in the real estate industry. At the outset, Eric shares insights into …
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