Get Leveraged

Welcome to another episode of Recession Proof Podcast, today we meet our guest: Clay Malcolm, Clay is a Self-Directed IRA and HSA Expert. Financial Literacy Speaker and Advocate. Certified IRA Services Professional. He is also a Creator and presenter of customized educational content related to retirement account investing, investment dynamics, and general financial literacy. Self-Directed IRA, HSA, and Solo 401(k) expert. Tune in!

Grace Tsang is a San Francisco Bay Area top producing real estate agent and a luxury home marketing specialist. Grace's true passion is to help clients make smart real estate decisions that positively transform their lives and build long-term wealth. She has an extensive background in real estate sales, real estate investment, business, and technology from her previous career in software and her formal education. [00:01 – 02:24] Opening SegmentGrace talks about her real estate background[02:25 – 13:16] The Cincinnati Deal We talk about the Cincinnati deal that we are currently working onContingency plansPrivate Placement Memorandum (PPM)What is Grant Cardone doing?[13:17 – 14:54] SummaryA summary of today's takeaways Tweetable Quotes:"We are not planning for the worst-case scenario, but we need to be prepared for it." – Grace Tsang You can follow Grace on LinkedIn or visit the Intero Real Estate website for more information.Subscribe to the podcast on Apple, Spotify, and Google.Follow me on the following platforms: LinkedIn, Facebook, Instagram, and YouTubeTune In and Become Recession Proof!

To connect with Jason Allen, visit: http://calljasonnow.com/To connect with Sam Newell, and to find out more info about the Multi-Family Investment Club, visit: MFIclub.com

Sammy’s vast knowledge of Raleigh, Cary, Durham, and Apex, coupled with his honest-to-a-fault demeanor, have made Sammy the perfect agent for firsttime homeowners, families, retirees, and families alike. Sammy’s success has not onlybeen enjoyed by his clients, but noticed by other professionals as well. He is also afinancial peace instructor at multiple churches, and loves teaching young families abouthow to budget and handle money. Sammy proves that it isn’t hard to put people first.Connect with Sammy here: https://northandco.com/our-professionals/samuel-destefanoFor more info about the Multi-Family Investment Club, visit MFIclub.com

Dean's determination, ambition, and creativity are vital parts of his make-up. Dean has sold over $150 million in personal sales since 2012. Dean has an innate ability to give his clients the confidence they need to make the right decisions for them and their families. He enjoys spending quality time with his wife, Ashley and daughters, Demi and Hadley. He most enjoys his active lifestyle and currently resides on the Gold Cast, giving him a personal connection to the area. He is passionate about creating an experience for buyers and sellers because he lives where he sells.Dean Clark's knowledge and expertise in Real Estate is second to none. Dean's finance background gave him the rare ability to launch himself into the Real Estate industry with ease and in short order. He brings a strategic yet personable approach to the home buying and home selling process. With his market savvy and bottom-line oriented attitude, he knows how to get real results for his clients.Drawing from years of experience as a sales professional, Dean has built a reputation for his refreshingly friendly customer care, high energy, proven ability to guide sellers to obtain the best value for their dream home, and to assist sellers to a smooth, stress-free sale of their home. Dean has extensive knowledge of the different cities and neighborhoods in Hudson County and Lower Bergen County; including the rules and regulations of new developments along the Hudson. Dean is also a Certified Relocation Specialist and a Certified Marketing Specialist.For more info about the Multi-Family Investment Club, visit MFIclub.com

For more info about the Multi-Family Investment Club, visit MFIclub.comKaajal Shahani is a top real estate agent in Fremont, California. She has been awarded 'Fremont's #1 Realtor' consistently for the past few years. Kaajal brings 18+ years of knowledge and expertise about buying, selling, and investing in real estate. Her achievements include- a distinction as the '#1 producer' by Fremont Intero Real Estate, Real Estate Expert on Newsweek, HGTV guest appearance, and Intero Top Real Estate Agent 1%.As a lifelong resident of the East Bay area, Kaajal offers a true insider's perspective and comprehensive local knowledge, which has been invaluable to her clients. She works with her buyers and sellers through every step of the process and navigates complex transactions with ease and expertise to deliver results. Kaajal is best known for her:Innovative marketing strategyDetailed home staging initiatives to showcase propertiesCutting-edge technology, including the use of professional videographers/virtual tours, to create an exceptional online representation of exclusive listings, dedicated websites, and social media portals.Kaajal specializes in real estate transactions, including selling and purchasing single-family homes, distinctive luxury estates, investment properties, and residential condominiums/townhomes in Fremont and surrounding areas. She offers first-time homebuyers step-by-step guidance to ensure seamless transactions - and the opportunity to own the home of their dreams.

For more info about the Multi-Family Investment Club, visit MFIclub.com

For more info about the Multi-Family Investment Club, visit MFIclub.com

For more info about the Multi-Family Investment Club, visit MFIclub.com

For more info about the Multi-Family Investment Club, visit MFIclub.comDavid Arustamian is a real estate broker operating in the sprawling Phoenix Metropolitan area since 2013. He graduated from Babson College with a Bachelor of Science Degree in Entrepreneurship, giving him the knowledge that was vital in helping set up his successful Realtor practice. David offers real estate services in multiple states but specializes in the Phoenix area due to his comprehensive knowledge of the city and housing market.As a member of Russ Lyon | Sotheby's International Realty and Gibson | Sotheby's International Realty, David has developed white-glove skills to cater to high-end clients. He has demonstrated his innate talent for realty once again by successfully handling the complex and intricate luxury real estate market. His professionalism, immaculate manners, and crisp charm have made him a favorite of the highest echelons in the city.You can connect with him at https://www.agentda.com/.

In this episode, Sam Newell and his partner, Michael Young, give updates on their investment properties PLUS the 6 things to consider before investing.For more info about the Multi-Family Investment Club, visit MFIclub.com

Eddie Oberoi was born in New Delhi, India, and came to the US and settled with his parents in Utah when he was 16. He graduated from Utah State University and came to the Bay Area in 1997 with only one goal in mind; to become successful in the real estate business. Eddie never stops learning; he feels that he needs to stay ahead of the curve by gaining the maximum amount of knowledge. He is still taking various real estate-related classes and got a certification in “Negotiation Mastery” from Stanford University. He is passionate about his career, and it shows in his work. Having gone to good schools and lived in drastically different neighborhoods, Eddie Oberoi has that unique competitive advantage and ability to work with people from all walks of life.On This Episode:00:00 Intro03:07 Biggest Lessons from the ’08 Recession07:09 The Importance of Cash Flow09:03 Doing $200 Million in Deals16:10 The Power of Mindset/Affirmation24:41 Serving Your Tenants + Investors25:58 Real Estate in the Bay AreaConnect with Eddie Oberoi: Websitehttps://www.eddieoberoi.com/Linkedinhttps://www.linkedin.com/in/eddie-oberoi-24364035Facebook @TheOberoiTeam@EddieOberoi Instagramhttps://instagram.com/eddie_oberoi?utm_medium=copy_linkTiktokhttps://vm.tiktok.com/ZM8huaQmt/

In this episode, Sam Newell and his partner, Michael Young, give updates on their investment properties.Watch the video version here: https://youtu.be/x30Tsb1wWA8For more info about the Multi-Family Investment Club, visit MFIclub.com

Jeremy Herider is a three-sport professional athlete, productivity coach to several Fortune 500 companies, and life coach (among many other titles). He’s also the pioneer of Optimal Self Inc. and spends every day following the very habits he promotes through this program. Jeremy has helped 1,000’s of people become the best versions of themselves through Optimal Self, and he’s done so with the belief that every high-performing individual follows those same basic habits to support their success.On This Episode:Hear about the childhood memory that changed the course of Jeremy's life.Sam shares the mindset that got him to the first 100k year and the first 1.2 million year.Learn the importance of showing up at 100%.Jeremy explains why you need to stop finding yourself.Tweetable Quote:“Life is not about finding yourself. It's about creating yourself."Connect With Jeremy Herider Online:https://www.optimalself.today/

Josh Plave is the founder of Wall to Main and a full-time multifamily investor. Holding a portfolio of over 1,500 units across seven markets, Josh is a General Partner across 10 properties spanning 800 units.​Josh's experience in retirement accounts began at 16, when he opened his first Roth IRA and began trading equities.Since then, after the unfortunate passing of his grandfather and mother, he was left with multiple Inherited IRAs. Through careful research and structuring, Josh has been able to further the legacy of prior generations and accelerate the growth of his family's capital.​This experience led to the creation of Wall to Main, where the lessons learned and opportunities found are meant to be shared, free of cost, for those who seek to preserve and grow their wealth for a prosperous future.On This Episode:Discover how you can use your retirement funds to invest in real estate.Josh simply breaks down the restrictions guidelines for using retirement funds for investment properties.Sam and Josh discuss the volatility of the S&P 500 vs Multifamily.Tweetable Quote:“Multifamily is 58% less volatile than the S&P 500.” – Josh PlaveConnect With Josh Plave Online:https://www.walltomain.com/The UBIT Calculator:https://www.walltomain.com/ubit-calculator

It's episode 061 of the Recession Proof Real Estate Investing Podcast, and Sam Newell is sitting down with Scott Pyle.Scott has over thirty years of experience in the financial industry. His extensive background in financial management includes executive positions with Merrill Lynch, Morgan Stanley, and Wachovia Securities. He is an Accredited Asset Management Specialist (AAMS) and Wealth Management Specialist (WMS). He continues to serve individuals and families through comprehensive financial planning at Pyle Financial Services, Inc.In addition, Scott serves as the Senior Advisor to Dr. John Maxwell Foundation infusing biblical leadership principles into the culture around the world. He also serves as the Senior Advisor to the Executive Team of Athletes In Action helping sports-minded people think and live biblically.On This Episode:Learn the value of staying in your lane as an investor.Scott breaks down the difference between gambling and investing.Sam and Scott discuss aligning wealth and purpose.Find out why you shouldn’t necessarily invest in rapidly growing areas.Key Takeaway:When identifying a good investment:A good return should be the starting pointAsk yourself, "How does it align with what I’m already doing?"Ask yourself, "Does it add value or increase my visibility?"Ask yourself, "Does it bring credibility to me within a marketplace or am I just chasing returns?"Tweetable Quote:“Return OF your money is just as important as return ON your money.” – Scott PyleConnect With Scott Online:Facebook:https://www.facebook.com/RonaldScottPyle / https://www.facebook.com/PylewealthmanagementLinkedIn:https://www.linkedin.com/in/ronaldscottpyle/Website:https://scottpyle.com/https://www.pylefinancialservices.com/Disclaimer: Securities and Advisory Services offered through Prospera Financial Services. Member FINRA/SIPC

There is a huge demand for affordable housing. Not only is it scalable and recession proof, it actively adds value and impacts communities. Take it from Jesse Futia. Jesse is a US Army Ranger and a commercial real estate investor. His focus is on Commercial and Residential Real Estate Investments especially in the multi family student housing space. He also pursues investments in Apartment Complexes, Mobile Home Parks, and Assisted Living Complexes. With a relentless, US Ranger like pursuit of having 1,000 units and 1,000 Pads under management within five years, Jesse is one to look out for. [00:01 – 06:31] Opening SegmentJesse gets right into his background and his investments in affordable housingExamples through MHP[06:32 – 16:55] Empathetic Capitalism: Scaling Through Affordable Housing The value of scaling with affordable housingLow payments, high cash flow, with value addThe empathetic capitalist - you don’t have to be a slumlord Creating scenarios where everybody winsExample from my own experience[16:56 – 30:10] Change Your Mindset and Put in the D*mn WorkComparing my deal to Jesse’s MHP asset classValue add potential and demandJesse talks about going from single family to multifamily Change your mindset and put in the workBringing the Ranger mindset into real estateDoing what others will not Do not quit[30:10 – 34:27] SummaryFinal advice, and words from me and Jesse Tweetable Quotes:"We want to create scenarios where everybody wins. We win, the tenants win, the municipality or the city wins… empathetic capitalism is very crucial.” - Jesse Futia“I don’t want to be a landlord, I want to be an entrepreneur - how do I do that? I need to scale to larger commercial assets.” - Jesse Futia“There’s no quit, there’s no stop, and you have to be willing to do what others will not.” - Jesse FutiaResources Mentioned: Who Not HowYou can connect with Jesse on LinkedIn and continue the conversation.Subscribe to the podcast on Apple, Spotify, and Google.Follow me on the following platforms: LinkedIn, Facebook, Instagram, and YouTubeTune In and Become Recession Proof!

Unless you have a net worth of at least $20M, what in God’s name are you owning a house for? Let’s talk about getting more money from your money. Michael Young started his diverse real estate career right after graduating high school. His original training was working in his family real estate business where he was part of developing apartments as well as responsible for the sales of hundreds of homes. After being Top Agent for Coldwell Banker for many years, he established his own company, Princeton Pacific.[00:01 – 05:22] Opening SegmentPaul gets right into his background and what he learned from selling his homeFiction vs. Reality - let’s look at the numbersThe opportunity loss from Michael’s transaction [05:23 – 08:37] Fiction vs. Reality - The Numbers Don't LieCalculating the cash-out ReFiReality check - why are you owning a house?Total amount Paul could have made[08:38 – 16:58] Buying Toys Won't Pay You Back, Assets WillThe effects of delaying gratificationExample from a friend who bought an expensive carWhat I will make on the Cleveland DealYour money should be in assets, assets will pay for your toysThe type of assets you buy matterCash-flow and scale [16:59 – 17:50] SummaryFinal advice, and words from me Michael  Tweetable Quotes:"Unless you have a net worth of at least $20M, what in God’s name are you owning a house for?” - Michael Young“Until you have the asset base to back up these toys, which everyone’s entitled to… You’re really making a mistake, the numbers don’t lie.” - Michael Young You can follow Michael by emailing michaelyoung@mycrealtor.com and check out https://www.princetonpacific.com/ to start building your wealth the smart way.Subscribe to the podcast on Apple, Spotify, and Google.Follow me on the following platforms: LinkedIn, Facebook, Instagram, and YouTubeTune In and Become Recession Proof!

Everybody knows there’s a ton of money to be made in real estate, the thing is, how do you do it? Ken Gee is the Founder and President of the KRI group. He has over 23 years experience in real estate, banking, private equity transaction and multifamily investing experience. Throughout his career, he has been involved in transactions valued in excess of $1.5 billion and plays a significant role as a member of due diligence and transaction structure planning teams for several private equity firms.[00:01 – 08:00] Opening SegmentKen gets right into his background and what he learned from the last recessionWhat went wrong?Takeaways [08:01 – 30:00] Plan, Learn, Re-Evaluate, and AdjustWhat Ken does to protect the downsideBe ready to re-evaluate and adjust your plans based on what you learnThings WILL change Key things to keep in mind during the renovation processKen’s advice on analyzing the risk getting to the upside of a deal Risk adjusted returnsThe beauty of syndication[30:01 – 46:00] Everyone Should Be a Passive Investor Ken’s free e-book, where to grab it and what value you’ll get from itAdvice for people who want to become passive investors What to look for in a business plan as a passive investor Where to find help from Ken and other resources: Links Below[46:01 – 50:51] SummaryFinal opportunities, advice, and words from Ken Tweetable Quotes:"The biggest lesson I learned was to manage your debt and your capital stack very, very carefully. Give yourself multiple potential strategies with that loan.” - Ken Gee“Everyone knows you can make a ton of money in real estate, this is not a secret at all. But what most people struggle with is how do THEY do it?” - Ken Gee“It’s a business, not just an apartment.” - Ken Gee Resources Mentioned: KRIPropertiesKRI Property Management Too Big to FailYou can follow Ken on LinkedIn and visit https://www.kripartners.com/ and get your free e-book!Subscribe to the podcast on Apple, Spotify, and Google.Follow me on the following platforms: LinkedIn, Facebook, Instagram, and YouTubeTune In and Become Recession Proof!

In this episode, we celebrate the closing of our 104 - door multifamily investment in Cleveland, Ohio. This deal would not have been possible without the incredible team that managed it. So, in celebration of this memorable moment, we put the spotlight on the people that made this deal a success.On this episode:Who are the people behind our Fairmount-Cleveland Ohio closing? I introduce them and thanked everyone.Everyone shares why they love investing in Multifamily.We discuss each of our roles (who was responsible for what)Why this deal was awesome!! From the property itself to the tenants. Tweetable Quotes:“Now, I will never, no matter how good the money is, I will never do business with people I don’t enjoy working with ever again.” – Sam NewellSubscribe to the podcast on Apple, Spotify, and Google.Follow me on the following platforms: LinkedIn, Facebook, Instagram, and YouTubeTune In and Become Recession Proof!