Best Dsts Podcasts (2024)

1
Expert Insights: 1031 Exchanges, DSTs, and Real Estate Investment Strategies With Stephen Haskell 41:51

3h ago41:51

41:51

Are you looking to maximize your real estate investments while minimizing tax liabilities? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Stephen Haskell, Vice President of 1031 Exchange Sales at RealtyMogul, to explore powerful strategies like 1031 exchanges, Delaware Statutory Trusts, and Qualified Opportunity Zones…

1
Family Meetings: Connecting Hearts and Solving Problems Together With Rebeccah Silence 27:20

6h ago27:20

27:20

Imagine a world where every family is built on a foundation of love, clarity and harmony. Where generational trauma is healed, difficult conversations lead to breakthroughs, and relationships aren’t just surviving but thriving. Sounds like a dream, right? Well, today’s guest had made it her mission to turn this vision into reality. In this episode …

1
Exploring NOTE INVESTING for Big Gains! 53:25

2h ago53:25

53:25

Send us a text Leave a rating for this podcast with one click What happens when two industry veterans dig into the art of education, real estate, and self storage? Scott sits down with Eddie Speed, the nation’s leading expert on note buying, for a deep dive into their combined decades of experience. From exploring the nuances of note investing and …

1
Managing Self Storage from ANYWHERE 34:20

9d ago34:20

34:20

Send us a text How can technology transform self-storage operations and customer experiences? Scott catches up with James Hatfield, Chief Revenue Officer of Live Switch, to explore how cutting-edge video technology is revolutionizing the self-storage industry. James shares insights into hybrid management models, the power of VAs (virtual assistants…

1
The 2024 Year-End Financial Planning Checklist 19:00

6h ago19:00

19:00

The decisions you make today could have a big impact on your taxes, savings, and investments next year. Are you ready to act? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives into the essential financial planning tasks to complete year-end. With December 31st deadlines looming, Marc provides actionable advice to ensure you're …

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How I Built It with Andy Fruechtnicht, Founder and CEO of Single Source IT - Elevate Your Business 52:02

7h ago52:02

52:02

In this episode of Elevate Your Business, Adam continues the "How I Built It" series with Andy Fruechtnicht, CEO, President, and Founder of Single Source IT, based in Columbus, Ohio. Andy shares his journey from his very first job to becoming a successful entrepreneur in the IT industry. He talks about what inspired him to start his business and th…

1
Burnout and Breakthroughs: How Self-Storage Saved Us 33:18

30m ago33:18

33:18

Send us a text Ready to learn the secrets behind one of the most reliable real estate investments? Scott reflects on his journey from traditional real estate to self-storage, joined by his wife, Christina. Together, they recount the challenges of managing rental properties, the eventual burnout, and the pivotal moment that led them to pursue self-s…

1
Deeper Into the Banker’s Mindset (Part II) 31:35

3d ago31:35

31:35

Send us a text By focusing on the details that matter most—like occupancy rates, net operating income (NOI), and even factors like competition and CapEx—Scott provides a roadmap for presenting your project as a sound, profitable investment. With a rundown on add-backs, market trends, and the importance of lender-approved due diligence, Scott explai…

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Getting 'Exit Planning' Out of Your Vocabulary with Bob St. Germain 43:46

30d ago43:46

43:46

In this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at Corporate Finance Associates in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and pl…

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Understanding the Banker’s Mindset (Part I) 41:40

10d ago41:40

41:40

Send us a text How do you get inside a banker’s mind to secure a loan for self-storage facilities? Scott breaks down the intricate dance of lending and the steps borrowers must take to improve their chances of loan approval. He dives into how the current economic climate—elections, inflation, and fluctuating interest rates—affects loan applications…

1
Maximize Your 401(k): Roth vs Pre-Tax Contributions 15:05

13d ago15:05

15:05

Are you making the most of your 401(k)? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives deep into the 401(k) – a cornerstone of retirement planning that has transformed how Americans save for the future. Tune in to discover the nuances between Roth and pre-tax contributions, including their immediate and long-term implication…

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Episode 97: Talking Oil and Gas Investments with Bruce Wehner 55:11

14d ago55:11

55:11

In this episode of the Retire Happy Podcast, we’re joined by Bruce Wehner, Chief Cash Flow Strategist and lead advisor for e3 Wealth, to explore the high-level considerations of oil and gas investments as a potential tax mitigation strategy. While these investments carry a significant degree of risk, Bruce offers insights into how they can fit into…

1
Broker-Dealer Rules Every Self-Storage Operator Should Know 41:49

17d ago41:49

41:49

Send us a text What happens when changing regulations collide with private equity in self-storage? Scott sits down with Byron Elliot of Three Pillars Law to explore the evolving landscape of fundraising and legal compliance in real estate investing. From shifting SEC enforcement strategies to the rise of fund-to-fund models, Scott and Byron offer c…

1
Simplifying Estate Planning with Dan Baron of Baron Law 42:18

1M ago42:18

42:18

In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.…

1
Preparing for Self Storage Growth in 2025 – Part Two 24:17

1M ago24:17

24:17

Send us a text Planning for success in 2025 starts now—and Scott is back with part two of his guide to mapping out a productive year. This episode dives into the nitty-gritty of creating a concise one-page plan that aligns goals with core values, all while ensuring team accountability and strategic foresight. Whether it’s budgeting, staffing, or ou…

1
Mastering the Art of Time Management With David Buck 27:00

27d ago27:00

27:00

Are you tired of feeling overwhelmed by your to-do list? What if you could transform the way you approach your time, shifting from simply managing it to truly optimizing it? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by David Buck, co-author of The Time-Optimized Life: Moving Everyday Preparation, Execution and Contr…

1
Preparing for Self Storage Growth in 2025 – Part One 25:59

1M ago25:59

25:59

Send us a text How do you plan for a record-breaking year in business? Scott walks listeners through the first of a two-part series on how to prepare for a highly successful 2025. He breaks down the process of reviewing and reflecting on the current year to set the right goals and direction for the future. Scott highlights key questions to ask your…

1
10 Steps for Hosting a Standout Self Storage Investor Meetup 37:04

2M ago37:04

37:04

Send us a text Ready to host a successful investor meetup and secure more capital for your projects? Scott breaks down the 10 essential steps to plan, organize, and execute an investor meetup that leaves a lasting impression on current and potential investors. From picking the right location and date to engaging your guests with market tours, dinne…

1
Co-Investing: Fractional Ownership in Real Estate With Brian Davis of SparkRental 26:45

2M ago26:45

26:45

Learn how fractional ownership can revolutionize your approach to real estate investing! In this episode of The Agent of Wealth Podcast, host Marc Bautis explores the concept of co-investing in real estate with Brian Davis, co-founder of SparkRental and an expert in passive real estate investing. Brian shares valuable insights on how fractional own…

1
REPLAY – Building Self Storage Wealth 33:38

2M ago33:38

33:38

Send us a text This is a Replay of an episode first published in October 2023. Are partnerships in self-storage the key to scaling up, or is it better to go solo? In this episode, Scott sits down with Luke Wong, a self-storage entrepreneur who has made a name for himself in the industry. Luke shares his journey from real estate flipping to his succ…

1
Recruiting and Attracting Top Talent with Robb Christenson and Chuck Nauman of Peerless Search 33:31

2M ago33:31

33:31

In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity…

1
Ep 96: Understanding Annuities with Sheryl Moore 50:00

2M ago50:00

50:00

In this episode, John and Thomas welcome Sheryl Moore, CEO of Wink Intel and author of Why I Bought Indexed Annuities. With over 25 years of experience in the financial services industry, Sheryl specializes in annuities and insurance products. She discusses the various types of annuities available, debunks common myths, and helps us understand thei…

1
Gorging Yourself at the Self-Storage Buffet 31:40

2M ago31:40

31:40

Send us a text Ready to transform your future with self-storage success? Scott welcomes special guests Roger and Julie Trovillion, a couple who went from real estate newbies to owning three self-storage facilities, all within a few short years. Learn how they got their start, overcame doubts, and ultimately transitioned Roger out of his 9-to-5 job.…

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Unreasonable Hospitality: Compelling Reasons to Give More Than Expected 23:32

3M ago23:32

23:32

Read to turn your service into an extraordinary experience? In this episode of The Agent of Wealth Podcast, the Bautis Financial team discusses the most recent book assignment in their monthly Book Club, Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect by Will Guidara. Unreasonable Hospitality is a captivating b…

1
Location, Location, Location: Self-Storage Site Selection 32:23

3M ago32:23

32:23

Send us a text Are you making the right moves in self-storage site selection, or are you risking costly mistakes? In this episode of, Scott Meyers dives deep into one of the most critical aspects of self-storage development: site selection. Scott explains how to evaluate potential sites, discusses the importance of consulting experts for feasibilit…

1
Your Self-Storage Investment is a Business… Not a Hobby 22:30

3M ago22:30

22:30

Send us a text Are you treating your self-storage investment like a business or just a hobby? In this episode, Scott looks at the crucial mistakes new investors make, particularly the costly error of not treating their self-storage ventures as serious businesses. He outlines the fundamental steps necessary to ensure long-term success, including the…

1
Understanding The Power of “WE” With Kyle McDowell 36:30

3M ago36:30

36:30

Ever wondered why some organizations thrive while others struggle despite having strong values and mission statements? In this episode of The Agent of Wealth Podcast, host Marc Bautis dives in deep with Kyle McDowell, former senior executive turned bestselling author and leadership coach, as he reveals the transformative power of shifting from a 'm…

1
Ep 95: How AI Is Shaping The Investment Landscape with Expert David Marra 46:42

2M ago46:42

46:42

In this episode, we dive into the evolving role of AI in investment strategies with David Marra, co-founder and CIO of Markin Asset Management. With over three decades in the financial industry and two decades specifically focused on AI, David brings a unique perspective on how this technology is transforming investment landscapes. Join us as we ex…

1
Time Is Money: Mastering Self-Storage Deals 25:44

3M ago25:44

25:44

Send us a text Ready to fast-track your self-storage success? In this episode, Scott launches a 30-day Letter of Intent (LOI) challenge with his Self Storage Mastery students, aiming to have each participant secure a property within a month. He dives into the essential strategies for finding and evaluating deals, mastering time management, and avoi…

1
CFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFO 38:30

3M ago38:30

38:30

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…

1
Mistake #2 – Due Diligence Pitfalls 17:50

3M ago17:50

17:50

Send us a text Are you overlooking crucial details that could make or break your self-storage investment? In this episode, Scott scrutinizes the common mistakes self-storage investors make, especially when it comes to physical site inspections. He shares tips on avoiding costly pitfalls, from HVAC and roofing issues to drainage and security systems…

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Wealthier: The Investing Field Guide for Millennials With Daniel Solin 26:05

4M ago26:05

26:05

Are you a millennial looking to take control of your financial future? In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Daniel Solin, a renowned financial expert and New York Times bestselling author. With his latest book, Wealthier: The Investing Field Guide for Millennials, Solin delivers expert advice tailored to h…

1
Ep 94: Understanding 1031 Exchanges and DSTs with Real Estate Exchange Specialist, Kyle Connor 46:35

3M ago46:35

46:35

In this episode, we're focusing on the often misunderstood world of 1031 exchanges. To shed light on this topic, we’re joined by Kyle Connor, a Real Estate Exchange Specialist at Invesco Real Estate. Kyle will clarify the 1031 exchange process and explain how it can benefit those transitioning from managing rental properties to exploring new invest…

1
When Cutting-Edge AI Meets the World of Self-Storage 38:41

4M ago38:41

38:41

Send us a text In this episode, Scott chats with Tyler Sellers about his innovative software, Cactus AI, that revolutionizes the way self-storage investors handle underwriting. From mom-and-pop operations to billion-dollar institutions, Sellers reveals how this tool leverages AI to streamline the underwriting process, saving time and ensuring preci…

1
The Future of Accounting and CPAs with David Hartley 45:41

3M ago45:41

45:41

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…

1
Mistake # 1 – The Risks of Purchasing Off the Beaten Path 46:20

4M ago46:20

46:20

Send us a text Ever wondered what could derail your self-storage investment before you even start? Scott shares his personal blunders and lessons from over 20 years in the self-storage business, providing vital advice on how to avoid costly errors. He highlights the critical importance of location, market analysis, and thorough planning. WHAT TO LI…

1
Strategic Planning for a Debt-Free Education With Elizabeth “DrRoz” Rosner 25:30

4M ago25:30

25:30

Are you, or your child, facing the daunting challenge of funding a college education without going into debt? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Elizabeth Rosner, also known as DrRoz, the trailblazing founder of DebtFreeDegree with DrRoz, a transformative movement aimed at enabling students to achieve thei…

1
The Wealth Without Wall Street Formula 39:41

4M ago39:41

39:41

Send us a text Ready to break free from Wall Street's grip and build real wealth? In this episode, Scott welcomes Russ Morgan, co-founder of Wealth Without Wall Street, to discuss the power of passive income and alternative investments in achieving financial freedom. Russ and his partner Joey Mure have created a groundbreaking book that offers a th…

1
Understanding ESOPs with Joseph Sophia, Troy Starr, and Greg Daugherty 52:23

4M ago52:23

52:23

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 …

1
Smart Tax Moves: Cost Segregation Strategies for Self-Storage 38:26

4M ago38:26

38:26

Send us a text Are you leveraging every financial advantage in your self-storage business? In this episode, Scott Meyers, the original SELF-STORAGE EXPERT, welcomes back Sean Graham to discuss the benefits of cost segregation for real estate investors, particularly those in the self-storage sector. Sean, a CPA with extensive experience in real esta…

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How to Publish a Book Like a Pro With Michele DeFilippo 21:22

4M ago21:22

21:22

Are you an aspiring author struggling to navigate the complex world of self-publishing? Curious about how to transform your manuscript into a high-quality book without losing control or earnings? Join us on this episode of The Agent of Wealth Podcast, where host Marc Bautis is joined by Michele DeFilippo, owner of 1106 Design and an accidental auth…

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Ep 93: Simplifying Estate Settlements with Estate Planning Expert, Josh Yager 1:00:50

4M ago1:00:50

1:00:50

We’ve brought some great estate planning attorneys to the show to discuss the importance of having a trust, but we’ve never talked about settling the trust. That’s why we’re excited to have estate planning expert, Josh Yager, Esq., CFP®, ChFC®, CLU®, with us to shed light on this important topic. Join us as we discuss the difference between probate…

1
Revenue, Remote Management, and Real Results in Self-Storage 36:16

5M ago36:16

36:16

Send us a text Can niche markets like RV and boat storage be the game-changer your business needs? In this episode, Scott chats with Gary Edmonds, a seasoned storage manager, about his journey from a commercial lender to a thriving storage facility owner and third-party manager. Gary shares his insights on managing facilities efficiently, the impor…

1
The Dos and Don'ts for Turnkey Rental Investing With Scott Stanfield 25:40

5M ago25:40

25:40

Curious about generating passive income through real estate without the hassle of day-to-day management? In this episode of The Agent of Wealth Podcast, join host Marc Bautis as he dives into the world of turnkey real estate investing with guest Scott Stanfield, author of Passive Profits: The Turnkey Investor’s Guide and founder of Tuxedo Press, LL…

1
Navigating Digital Business Acquisitions for IT Professionals with Michael Frew 32:21

5M ago32:21

32:21

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…

1
Scaling Smart: Self-Storage Strategies for Maximum Returns 44:34

5M ago44:34

44:34

Send us a text Ever wondered how to turn a sleepy self-storage facility into a bustling profit powerhouse? Unlock the hidden potential of self-storage with the expert insights from Peter Smyth on the Self-Storage Podcast. Scott and Peter explore the nuances of tailoring management strategies to individual needs, enhancing customer experience, and s…

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How Small to Medium-Sized Businesses Should Deal With Legal Issues, With Matthew Fornaro 31:31

5M ago31:31

31:31

Whether you’re launching a startup or looking to expand your small business, a strong legal foundation is necessary. In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Matthew Fornaro, Esq., Attorney and founder of Matthew Fornaro, P.A. Matthew delves into essential legal considerations for entrepreneurs, from critical st…

1
How a Family Business Became a Self-Storage Leader 46:51

5M ago46:51

46:51

Send us a text It was all about cold calls in the early days. Rachel Parham of Noah's Ark Development remembers her dad making call after call to manage a portfolio of over 400 facilities. Nothing wrong with good, honest, nose to the grindstone hard work. And it paid off. Rachel emphasizes the importance of due diligence, market studies, and experi…

1
Rewiring the Mindset Around Retirement With Kevin Hoover 26:54

5M ago26:54

26:54

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kevin Hoover, founder of Next Crest. Discover Kevin’s insights gained from consulting over 50 small businesses, where he redefines retirement for entrepreneurs and business leaders. Learn practical strategies to shift your mindset, automate your business for longevity, an…

1
How To Use 1031s and DSTs To Minimize Real Estate Taxes with Greg Smith, VP of IPX1031 30:56

5M ago30:56

30:56

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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