Learn all about investing in real estate in Charleston, South Carolina with a combination of real estate financial planning and modeling with numbers specific to Charleston plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Charleston).
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Every entrepreneur wants to leave a legacy. No matter what industry or if it's a big business or small business, the fundamentals remain the same. Join us every Sunday at 11am ET for casual conversations between entrepreneurs, hosted by multifamily real estate investor Tim Bratz. Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrit ...
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BONUS EPISODE: How We Built Our AMAZING Team
21:42
21:42
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How did we build our amazing team of A-Players? We hire better. We screen potential hires, we hire for attitude, and we hire people with an ownership mentality. Hire better, better business. It's that simple. Join me and my Director of Acquisitions Nick Burton as we talk through how we found such a good team of people to work with. 0:00 How did we …
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The Key to Hiring Quality Employees (ft. Christina Lock of Catch Talent) | The Legacy Podcast
46:33
46:33
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Welcome to the Legacy Podcast! Today I'm sitting down with Christina Lock, the Owner & CEO of Catch Talent to talk about the key to hiring quality employees. Catch Talent is a high-touch recruiting agency that delivers end-to-end talent acquisition solutions to growing technology, digital media, and professional services companies. We're going to l…
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Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It!
31:06
31:06
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Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! There's a often overlooked risk of investing in reale state: obsolescence. Whether we're focused on properties that are or will become functionally obsolete or drift directly into economic or physical obsolescence... these are real-world risks…
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How To Build Out A Subscription-Based Business (ft. Alyssa Baxley) | The Legacy Podcast
39:50
39:50
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On today's episode of the Legacy Podcast, I'm sitting down with Alyssa Baxley, the Director of Membership and Operations for the coaching and consulting side of Legacy Wealth. She's going to be talking all about how to build out a subscription-based business, which is how our mastermind Legacy Family and our digital masterclass service Legacy Wealt…
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How to Analyze an All-Cash Rental Property Purchase
1:08:51
1:08:51
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How to Analyze an All-Cash Rental Property Purchase Deal analysis is important. Learning how to analyze deals is a critical skill for all real estate investors, whether you're financing 100% of the purchase or buying a property without a loan at all and paying all cash. In this class, we will look at how deal analysis changes when you plan to buy a…
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This Fundraising Event Software Will Blow Your Mind (ft. Sam Staley of Event.Gives) | The Legacy Podcast
34:48
34:48
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Today on the Legacy Podcast we're sitting down with the CEO and Founder of Event.Gives, Sam Staley! Event.Gives is a fundraising event software that helps its clients organize fundraisers as well as provide day-of staff and backend data to raise the most money possible. Sam has a background in the software and tech space and has scaled multiple com…
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How Return on Investment Changes Based on Credit Score With PMI
41:54
41:54
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How Return on Investment Changes Based on Credit Score With PMI Does your credit score really matter when you're buying rental properties? Sure, your credit score impacts the mortgage interest rate you can get with traditional mortgages. And yes, your credit score affects how much private mortgage insurance (PMI) will cost. Your credit score can al…
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Turning A Liability Into A Huge Asset In The Charleston Food Industry (ft. Jenny Gaddy) | The Legacy Podcast
37:07
37:07
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Today on the Legacy Podcast, we're sitting down with Jenny Gaddy, who owns Atlas Food Collective here in Charleston, South Carolina. If you missed the episode from last week, we talked all about her entrepreneurial journey and how her travels around the world have culminated into her opening up this food service business. Today she has a delivery s…
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Is It Better to Buy Rentals with 25% Down or All Cash After Buying an Owner-Occupant?
31:27
31:27
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So, are you stressing out over higher mortgage interest rates and properties not cash flowing as well as they used to, or in some markets, not having positive cash flow at all... even with 25% down? What's a real estate investor seeking financial independence to do? In this class, we will compare two strategies. In both strategies, you first buy an…
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From Wanderlust to Local Favorite: Atlyss Food Collective (ft. Jenny Gaddy) | The Legacy Podcast
42:58
42:58
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Welcome to the Legacy Podcast! Today I'm sitting down with Jenny Gaddy, who owns Atlyss Food Collective right here in downtown Charleston. It is a fantastic, healthy, sustainable food service business. They do prepared meals, grab and go, and they actually opened up a brick and mortar location about a year ago. She also owns a big food collective, …
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The Impact of Buying Properties at a 5% Discount When Nomading™
26:25
26:25
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So, you're considering Nomading™. Excellent! But as you dig into the details, you may wonder what the impact would be if you chose to buy a more desirable, higher quality, but maybe less optimal property at full price (without a discount), versus focusing on finding a slightly less desirable, slightly lower quality, but slightly more optimized rent…
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Can't Keep Plants Alive? Try This! (ft. Mara Harris of Celestial Lights) | The Legacy Podcast
37:23
37:23
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Today, I'm sitting down with Mara Harris, who owns a home decor company called Celestial Lights. This is the second part of my sit-down with Mara, and this time we're talking all about the products Celestial Lights offers. You won't believe how real these plants look! Plus we get into the "lights" part of Celestial Lights. //MORE FROM CELESTIAL LIG…
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Deal Alchemy™ - Black Box Cash Flow Deal Alchemy™ is all about manipulating returns to get the returns you desire most. One variation of Deal Alchemy™ has you think about your rental property investment as a black box. You put money into the black box, some magical things happen over the next few years and out pops profit which you can spend like c…
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Taking the Family Business to the Next Level (ft. Mara Harris of Celestial Lights) | The Legacy Podcast
28:15
28:15
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Today, I'm sitting down with Mara Harris, a friend of mine here in Charleston who owns a home decor company called Celestial Lights It's a family-owned business that she's been integrated into over the past year or so, and she's helping take things to another level. She's got an awesome story, from the start of the company on QVC 30 years ago (they…
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Warning - Risks of Rental Demand Declining When Investing in Real Estate
27:10
27:10
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Warning - Risks of Rental Demand Declining When Investing in Real Estate Risk, risk, risk... Life is full of risks. To a limited degree, we get to choose which risks we voluntarily take on. For example, if you choose to invest in real estate, you choose to take on some additional risks that you might not—directly—face if you opt to invest in someth…
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Treat Your Business Like An Internship, Not Your Identity (ft. Lauren Kubat) | The Legacy Podcast
27:57
27:57
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Welcome to the Legacy Podcast! Today I'm sitting down with Lauren Kubat of Moosely Cereal for the second part of our of our interview from last week. If you didn't check out that episode, go watch it here: https://www.youtube.com/watch?v=Dc24rOCjvVw. We went pretty heavy into the health side of things last week. This week we're talking all about th…
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Private Mortgage Insurance Myths Reputation can be a challenging thing. I have found, through many conversations with clients over the years, that Private Mortgage Insurance (PMI) has a questionable reputation with home buyers in general and investors in particular. However, much of its reputation is based on half-truths, bad information, lies, and…
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Moosely Cereal: Delicious, Healthy Breakfast Made Easy (ft. Lauren Kubat) | The Legacy Podcast
23:22
23:22
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Welcome to the first episode of The Legacy Podcast! Today I’m sitting down with Lauren Kubat, the owner of Moosely Cereal. We'll be talking all about gut health, starting your day off with something delicious, and how her cereal makes eating a healthy breakfast easy. I'm really excited to sit down with her because Moosely is something we always hav…
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Warning - Risks of Neighborhood Decline When Investing in Real Estate
28:24
28:24
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Warning - Risks of Neighborhood Decline When Investing in Real Estate Everything in life has risks. Not investing adds certain types of risks, while investing adds other risks. One risk that some real estate investors face is the possibility that the neighborhood they're investing in will decline, causing values and/or rents to drop. So, how do we …
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The Community Behind This Small Business Is UNBELIEVABLE (ft. Holly MacKinnon) | Spilling the Beans
42:15
42:15
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Small Seed Bar is a small business with an unbelievable community. This is the second part of our two-part series with the owner of @smallseedbar Holly MacKinnon. If you missed last week's episode, we talked all about the product. This week, we're talking about her business journey: what it's like working with her husband, how they're continuously …
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How to Analyze a Duplex Some real estate investors are sensitive to their ability to get ten 30-year fixed rate financing loans and would prefer to fill those loan spots with larger purchases than just single family rental homes. One way to do that is to buy more expensive properties like duplexes, triplexes or fourplexes. In this class, James will…
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Small Kitchen, Big Impact: The Small Seed Bar Story (ft. Holly MacKinnon) | Spilling the Beans
36:18
36:18
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Today on Spilling the Beans I'm sitting down with Holly MacKinnon, the owner of @smallseedbar . Small Seed Bar makes protein bars that are all vegan, all clean ingredients, super healthy, and really awesome. She's a local here in the Charleston market, has a really cool backstory, and has a tribal Instagram following. I'm excited to sit down with h…
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How to Analyze Deals with Private Mortgage Insurance (PMI)
12:40
12:40
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How to Calculate PMI If you're a house hacker, Nomad™, investor buying properties with less than 20% down, or buying creatively where the seller has PMI, you'll want to make sure you know how to analyze deals that have Private Mortgage Insurance. In this mini-class, James will cover how to analyze deals that have PMI, with an emphasis on doing it u…
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How to Navigate Real Estate Financing (ft. Whit McCarthy) | Spilling the Beans
32:15
32:15
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32:15
Welcome to another episode of Spilling the Beans! Today, I'm sitting down with Whit McCarthy. Whit is a good buddy of mine who knows a lot about the finance and lending space. So we're gonna be diving deep into a little bit about what he does with his company Consistent Capital, what they're seeing in the marketplace right now, what they expect out…
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Is it Better to Pay Off Properties with Cash Flow or In Full When Nomading™?
36:03
36:03
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In many cases—not all, but many cases—real estate investors can speed up the time it takes to become financially independent by choosing to pay off the mortgages on their properties early. Sometimes it makes sense to take every extra dollar beyond a healthy amount of reserves and aggressively pay off properties as quickly as possible. Other times, …
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How To Make Fast Money, Mid-Term Money, & Long-Term Wealth (ft.Brandon Bartley) | Spilling the Beans
39:11
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On today's episode of Spilling the Beans, I'm sitting down with Brandon Bartley, a local real estate investor. He's got a broker's license, he owns some rentals, and he flips properties here in Charleston -- the epitome of making fast money, mid-term money, and long-term wealth. He actually has a lot of parallels in his story to how I got started. …
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Deal Alchemy™ - Residential vs Commercial Property
14:53
14:53
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Deal Alchemy™ - Residential vs Commercial Property Deal Alchemy™ is all about manipulating the returns you're earning on your investments. Often, this is done through the choices we make when selecting the investment property and the strategies we choose to implement. For example, you could choose to invest in residential properties where your tena…
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Charleston Hemp Collective: Inside Look at a Trailblazing Wellness Company (ft. Libiss Skinner) | STB
38:46
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Today on Spilling the Beans I'm chatting with Libiss Skinner, who owns Charleston Hemp Collective. I'm excited to sit down with her and hear a little bit about her story, how she got into the hemp-derived product business, and an inside look at some of her products. I think you're going to really appreciate her passion and how she's turned that int…
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Warning - Risks of Loan Called Due When Investing in Real Estate
30:13
30:13
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Warning - Risks of Loan Called Due When Investing in Real Estate Investing in real estate adds some risk to an already risk-filled life. However, certain activities and strategies when investing in real estate create additional risks that other strategies and activities do not have. For example, choosing to utilize strategies where the lender has t…
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This N/A Beverage Company Is Scaling Fast (ft. Matt Skinner) | Spilling the Beans
47:01
47:01
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Today on Spilling the Beans I'm sitting down for Part 2 with my buddy Matt Skinner, who owns High Rise Beverage Company. Last week we talked a lot about the product itself, which is a line of CBD and Delta-9 beverages. We talked about the impact that it's making in the industry and how they've taken a big health angle on it, which has been dramatic…
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How to Analyze Buying a Rental Property at a Discount
36:49
36:49
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How to Analyze Buying a Rental Property at a Discount in Charleston Some real estate investors insist on only buying properties where they can purchase them at a significant discount. While not mutually exclusive, other investors insist on buying quality properties at a fair price as long as it gets them their desired returns and will stand the tes…
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What is "Sobercurious"? (ft. High Rise's Matt Skinner: Part 1) | Spilling the Beans
29:14
29:14
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Today on Spilling the Beans I'm sitting down with my good buddy Matt Skinner, who owns High Rise Beverage Company. We're actually at his Dry Bar here in Charleston, South Carolina. If you don't know, High Rise is a wellness-based CBD/hemp and Delta nine beverage company. And they are scaling like crazy! This is the first in a two-part series with M…
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