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Welcome to Passive Investor's Playbook, a podcast for those who are looking to make smart, passive investments without sacrificing time and energy. In each episode, we sit down with successful people from medical professionals to professional athletes, IT professionals to lawyers, engineers to military, who have entered the world of real estate investing. Our guests share insights on why they started investing in real estate. We talk about what makes real estate a great investment to build w ...
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About the Guest: Matt Faircloth has been a full-time investor for 15 years. In that time he has successfully completed projects involving dozens of fix and flips, office buildings, single family homes, and apartment buildings. He has amassed a portfolio of over 1000+ units and raised tens of millions of equity for these real estate projects in both…
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About the Guest: Jarod Alexander is the Founder of Optimal Equity Group based in Arizona. Jarod's background in a commission-only sales job gave him the push to find other sources of income. Jarod uses real estate as a means to achieve time and financial freedom. He wants to be able to spend more time with his family. Connect with Jarod: Website: w…
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About the Guest: Jeremy Kuchenbecker was born and raised in Orlando, FL. He has a diversified portfolio in ATMs, Assisted Living, Car Washes, Multifamily, and more. Jeremy has tried a bit of everything, from dropshipping to eCommerce. Jeremy loves passive investing because of the return on time! He can put his money to work passively. Jeremy took a…
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About the Guest: Michael Wagman is the Managing Partner of Nimble Capital Group. Michael has lived in several countries. He saw a TV show where they were flipping homes and decided he could do it. Michael transitioned to multifamily and he has been traveling the world while raising capital. Check out this episode with Michael and learn how he is ab…
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About the Guest: Rob Natale is the Founder of North Square Capital. Rob spent years on Wall Street and realized a lot of what they did was a secret. He had several family members in the medical community who shared their findings. Rob wanted to share the power of real estate investing and started his firm, North Square Capital to help medical profe…
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About the Guest: Ed Mathews is the founder of Clark St Capital. For years, Ed worked at Silicon Valley start-ups and traveled non-stop. Ed cashed out some of his 401k to get into his first property. He has dabbled in many different real estate niches but left the corporate world in 2018 to focus on Clark St Capital full-time. Ed has many years of r…
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About the Guest: Eric Tomei is a Partner at Top Point Investments, a real estate company based in Michigan. Eric got his start in single-family flips about 15 years ago. Right before he got married, he did his first flip where he LOST $5,000. Eric continuously is learning while being a full-time physical therapist. Eric made the switch to commercia…
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About the Guest: Matt Fore is a Partner at Next Level Income, a real estate private equity firm with over $1B in assets. Matt shares his story of his life-changing commission check that ended up being not life-changing as it was drastically reduced. He realized there had to be a better way and dove into real estate where he has quickly build a larg…
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About the Guest: Rachel Bowers spent years in corporate medical sales working 80-100 hour work weeks. She wanted something different and started a Hot Yoga studio and loved the Hospitality industry. Rachel's company focuses on experiences while maintaining a minimal footprint in the environment and is extremely passionate about eco-tourism. I bet y…
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About the Guest: Randy Smith is the founder of Impact Equity and works with strong operators to invest in commercial properties passively. Randy spent 25 years in sales and endured 2 layoffs. Before the 2nd layoff, he realized he needed something on the side as a backup in case he lost his job again. He started in single-family homes but wanted som…
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About the Guest: Oliver Perry is serving his country as an active duty Army Officer in Huntsville, AL. Oli has a podcast called Real Estate From the Foxhole and his own YouTube channel where he details how he will achieve his goal of $60,000/mo. in net income. He is an entrepreneur at heart and has tried a little bit of everything before realizing …
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Here is a preview of the episode with Oliver Perry. About H&K Investment Group: H&K Investment Group, LLC is a real estate investment group that looks for underperforming apartment complexes where they can improve the community and 2x investors' capital in 5 years or less. H&K Investing Group, LLC is on a mission to help others achieve financial an…
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About the Guest: Daisy Serrano is the Managing Partner for Make it Rain Capital. Daisy and her husband buy multifamily properties and allow other investors to passively invest alongside them. Daisy is involved with many different organizations where she gives her time and expertise to newer investors. She had to pave her own path as she didn't see …
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About the Guest: Ciaara Hoffmann is the VP of Operations at 1 Vision Capital and the host of the Commercial Real Estate Bosses podcast. Ciaara and her husband started investing in single-family homes while Ciaara got into lending. Due to the quick change in interest rates, she quickly found her paycheck dropped drastically. She used it as a catalys…
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The self-storage industry is kind of archaic. A lot of facilities are older and run by families. Institutions are getting into self-storage and that will push the price up. Over the next 7-10 years, there will be a large tailwind that will make storage facilities very competitive. It's a great time to diversify into storage! Reach out to me if you …
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About the Guest: Dr. Alex Tam is a Chiropractor, business owner, and real estate investor. Alex offers doctors and practice owners a way to love their practice again. He has a team that can help doctors book more calls and operate effectively. He also gives doctors a path to invest passively in real estate so they can take advantage of the tax bene…
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If you have heard this podcast before, you have heard me butcher the famous Warren Buffett quote: "If you don't find a way to make money while you sleep, you will work until you die." Said a similar way, have your money work for you, don't work for your money. Wealthy people don't always work for their money. They have control of their money and us…
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About the Guest: Raymond Hightower is the CEO and Founder of Bridgetown Partners. Ray started a tech company and was a dynamic leader where he built lasting relationships with his employees, customers, and even competitors. Ray sold his tech company a few years ago and went all in on real estate. Ray and his team focus on multifamily properties whe…
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It's no secret that real estate can be an amazing investment. But did you know that some real estate investors legally pay no taxes?! It's true. The government does not build housing. However, they do incentivize investors through tax laws. I am no CPA but I do have a really good one! Depreciation and Bonus Depreciation are amazing for investors. C…
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About the Guest: Curtis May is the Founder of Practical Wealth Solutions. Curtis and his team teach the principles of financial freedom to their clients before they even start investing. He acts as a 'defensive coordinator', helping people KEEP what they earn through their various investments. Curtis is a big proponent of controlling your money and…
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My favorite benefit of real estate is LEVERAGE! Maybe it's a new term for you but you definitely know what it is. Real estate is such a solid investment that even the largest financial institutions are okay with putting most of the money up for real estate. If you have ever bought a house, you don't have to put 100% of the cash in. You are able to …
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About the Guest: Angie Aki is the co-founder of Ohana Investment Partners. Her early career was spent in the pharmaceutical industry where she was a top sales performer. Angie left the corporate world where she started wholesaling properties. While she was very successful wholesaling properties, it was very active and stressful. Investing in commer…
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About the Guest: Christine Hsu is the Co-Founder of Noblivest, a real estate firm that invests in multifamily and helps investors achieve financial freedom and reduce their tax burden. Christine had been a food scientist but was not fulfilled in her job. She thought she had to work in corporate America, since that is what we are taught since we wer…
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You can become wealthy in real estate. It won't happen overnight, but it will happen over time. I do a quick overview of how you can become a millionaire with $50,000. Check out the full YouTube link: youtu.be/KUcGXbW_g4w About H&K Investment Group: H&K Investment Group, LLC is a real estate investment group that looks for underperforming apartment…
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About the Guest: Rasool Mutawakkil has had an improbable path to real estate. Rasool grew up with a small view on the world. He ran around with the same friends in the same area and didn't think he had too many options. Rasool decided to serve his country and went into the US Army. After his experience in the military, he realized the world was muc…
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About the Guest: Joey Mure is a Partner in Wealth without Wall Street. After spending years in the lending business, Joey realized he was making great money but was not able to focus on what he wanted: his family. Joey left the lending business and started Wealth without Wall Street, a brand committed to helping others achieve financial freedom in …
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I struggled with being Risk Averse for so many years. Since I didn't take any risks, I didn't have any big failures. However, since I didn't have failures, I wasn't learning from it. The biggest change for me was finding a group that had experience and investing with them. They had the expertise. They had the knowledge. They had the time. Fortunate…
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About the Guest: Charlie Cameron was on active duty Air Force for 11 years and got into real estate to help others. He is an agent, an investor, and a team leader. Charlie is an engineer by trade and calls himself a real estate nerd. Charlie leverages teams to give himself time back and spend time with his family. If you want to learn how to be ext…
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About the Guest: Have you ever met someone whose first real estate investment was on the side of a mountain in Afghanistan? I have. And I had an awesome conversation with him! Edwin D. Epperson III served for 13 years in the United States Army and spent some time as a combat diver (who knew the Army had divers?!) Edwin is a private lender in the re…
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About the Guest: Nic Espanet is the Founder of Thrive Multifamily, a Texas-based company that focuses on adding value to apartment communities. He began his journey in multifamily properties back in 2016 and in 2018, he closed his first deal as a Lead Syndicator & Asset Manager. Since then, Nic has continued to invest in apartments where his total …
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This episode is another strategy that wealthy people use to invest. You can LEGALLY buy life insurance, invest, and NOT have to pay taxes. The policy MUST be structured correctly. These strategies are used by the wealthy. Not only are wealthy people focused on making money, but they are focused on KEEPING as much as possible and they use specific s…
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About the Guest: Dr. Sanjay Sharma is a practicing Hematologist and Oncologist based in California. He is the co-founder of Exponential Capital Investments. In the interview, we talk about how real estate provides control and freedom. Dr. Sharma is helping other physicians reduce stress by passively investing in syndications. Dr. Sharma's goal is t…
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Most self-made wealthy people didn't just get lucky. They are smart. They have their money work for them. A lot of wealthy people use strategies that even the middle-class has never heard about. One of these strategies is through whole life insurance policies. In this episode, Charlie provides an example and overview of how this works. Keep in mind…
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About the Guest: You may have seen Dave Seymour on the TV Show "Flipping Boston". Dave grew up very poor in England. He moved to the US and realized he was spending too much time and money on things that were not helpful in his life. Dave became a firefighter and got into real estate. Due to his amazing personality and work ethic, he was picked up …
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On the show, we talk about IRAs and 401ks quite often. Many people think that is the best way to have a modest retirement. While 401ks may offer a company match, they are full of fees and do not offer much control or options. IRAs offer more control but no company match. Would you rather have cash flow NOW? Or wait until you are of retirement age? …
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About the Guest: Chris Linger spent 27 years in the US Navy. Along with his wife, Maricela, they are the owners of Up Plex Multifamily Investments and educate aspiring entrepreneurs and real estate investors in many different ways. Along with providing passive real estate opportunities to investors, they also have a coaching business and a Virtual …
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What is your retirement plan? One thing you can do to have a better retirement is look for ways to get passive income streams. They are out there. Regardless of your age, you can invest in income-producing real estate NOW. Check out this short episode to find out how. About H&K Investment Group: H&K Investment Group, LLC is a real estate investment…
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About the Guest: K Trevor Thompson spent years working for various entertainment companies. After one of the companies was acquired, he received a very nice equity payout Unfortunately, he lost a large percentage due to taxes. He realized he needed to find tax-efficient investments! Trevor has taken massive action to educate others on real estate w…
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The wealthy use creative strategies to grow and build their wealth. They use other people's money to invest! They borrow funds at a low-interest rate and invest those funds in opportunities with higher returns. The result... ARBITRAGE! If you are trying to build wealth and the strategies you are using aren't working, it's time for new strategies! R…
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About the Guest: Don Spafford has an educational and professional background in Finance and Securities Investing. He realized that real estate provided a great way to secure his future. His team at Beyonder Holdings focuses on syndicating RV Resorts. He is also a partner with a build-to-rent multifamily group, developing large communities. He loves…
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I used to live with a scarcity mindset. I wasn't happy when people were successful because I thought that meant there was less success to go around. Sounds silly, I know. But people still believe that! Wealthy people don't live like that. They believe in an abundance mindset. There is enough to go around for everyone! If you want to take control of…
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About the Guest: Mike Roeder had a goal to own 100 single-family homes. Early on in his journey, he realized that was going to take too much work. After learning what his now business partner was doing, he pivoted to multifamily properties and has been able to scale drastically! Mike learned a lot along the way and decided to focus on 2 major marke…
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Do you remember the first time you heard that you passively invest in apartments? I remember feeling relieved. I remember feeling that I was on the right path, after all those years! If you think the podcast, our website, or I can help, reach out to me. If you have a friend or family member that you think could benefit from passively investing with…
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About the Guest: Chris Larsen is the founder and Principal of Next-Level Income. He wanted to be a professional cyclist but after his best friend passed away, everything changed. Chris read over 250 books to figure out what he wanted to do. At the age of 21 (and still in college), he bought his first investment property. Fast forward to 20 years la…
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