Real Estate Mentor

Real Estate Mentor is the podcast that makes you the boss so you can build your real estate empire like a house—from the foundation up. Host Jonathan Klunk brings you the inside scoop on real estate that only realtors typically know. Jonathan is a real estate agent, founding partner at Six Degrees Real Estate, co-founder of Key Source Properties, and Louisville's #1 realtor as voted on by PropertySpark. Subscribe to the podcast and join Jonathan every other week for a new episode of Real Estate Mentor.

S3 Ep 19#: A Deep Dive Into Land Flipping with Jack Bosch

👉In this episode of the Real Estate Mentor Podcast, host Jonathan Klunk chats with Jack Bosch, a pioneer in the land flipping industry. Jack, originally from Germany, shares his journey from arriving in the U.S. with two suitcases and student loan debt to building Orbit Investments, now one of the largest land investment and auction companies in the U.S. The discussion covers Jack's innovative land flipping strategies, how he and his wife Michelle navigate the real estate market, and the evolution of their multifaceted real estate business. Jack also provides valuable insights on the current and future trends in real estate and sheds light on common misconceptions about land investments. Whether you're a seasoned investor or just starting out, this episode is packed with actionable advice and inspiration. 👉Key points   (00:00) Introduction and Guest Welcome (01:49) Jack Bosch's Journey: From Germany to Real Estate Success (05:47) Discovering Land Flipping (08:48) The Auction Revelation (13:34) The Land Flipping Strategy Explained (22:11) Common Misconceptions About Land Investing (29:04) Long-Term Property Investments (29:51) Land Wholesaling and Self-Financing (31:26) Building a Land Flipping Business (34:04) The Auction Concept (49:11) Modern Real Estate Market Dynamics (49:59) Future of Real Estate and Land Investments (54:06) Impact of COVID on Real Estate (56:52) Conclusion and Resources 👉Reach out to Jack Bosch YouTube https://www.youtube.com/@JackBoschOfficial Instagram https://www.instagram.com/jack.bosch/?hl=en LinkedIn https://www.linkedin.com/in/jack-bosch-a923b59 👉Jack Bosch  BIO   Jack has been a guest on many popular shows, including Lifetime Cashflow Through Real Estate Investing with Rod Khleiff, Real Estate Disruptors with Steve Trang, Flip2Freedom with Sean Terry, Wealthy Way with Ryan Pineda, Crushing Debt with Shawn Yesner, The1000houses.com with Mitch Stephen, and many more. His expertise covers all aspects of finance and real estate, including land flipping, seller financing, and multi-family investing. Podcast post-production by Seamless Multimedia 

12-18
59:07

S3 Ep 16#: Revolutionizing Homeownership: Fractional Real Estate Investing with Frank Rohde

S3 Ep 16#: Revolutionizing Homeownership: Fractional Real Estate Investing with Frank Rohde 📌Make sure to check out Ownify https://ownify.com/ 👉 In this episode of the Real Estate Mentor Podcast, hosted by Jonathan, guest Frank Rohde, founder and CEO of Ownify, introduces the innovative concept of fractional real estate investing. The discussion covers how Ownify's model allows first-time homebuyers to purchase homes 'brick by brick,' thereby making homeownership more accessible without the need for large down payments. Rohde explains the benefits of this model for both homebuyers and investors, highlighting the potential for increased win rates in competitive markets, reduction of maintenance costs, and the opportunity for investors to earn a steady return. Additionally, the conversation delves into the structure of Ownify's fund, target buyer traits, and the company's unique commission plan for real estate agents. This episode provides a comprehensive look at a groundbreaking approach shaking up traditional homeownership models. (00:29) Meet Frank: Visionary Behind Ownify (01:30) Understanding Fractional Ownership (04:10) Challenges for First-Time Homebuyers (06:46) Ownify's Solution for Homebuyers (13:01) Benefits for Investors (17:20) How Ownify Works: A Deep Dive (24:59) Understanding All-In Mortgage Costs (25:21) Benefits of Ownify Monthly Payments (26:25) Investor Perspective and Market Stability (27:33) Role of Investors and Fund Management (29:06) Depreciation Benefits for Investors (29:39) Renting vs. Buying: A Financial Perspective (33:00) Ownify's Market Expansion and Application Process (36:20) Fund Structure and Investment Details (40:21) Innovative Commission Plan for Real Estate Agents (44:35) Final Thoughts and Future Prospects 👉Reach out to Frank Rohde https://www.linkedin.com/in/frankrohde https://www.instagram.com/ownifyhome/ Ownify https://ownify.com/ 👉Frank Rohde BIO Frank is Founder and CEO of Ownify, a venture-funded fractional homeownership platform. Ownify is rebuilding the path to homeownership to make it achievable for the next generation of homebuyers. Our fractional ownership platform partners savvy investors with qualified first-time homebuyers to buy their home "brick by brick" - zero debt & no surprises. With Ownify, homebuyers and investors together reap the collective benefits of building equity, creating stability, and investing in the health of local communities for years to come. Prior to Ownify, Frank was CEO of Nomis Solutions, the leading mortgage pricing engine globally. He’s a 3x fintech founder / entrepreneur with deep experience in data science / machine learning / real estate / pricing. Frank started his career at Oliver Wyman and FICO after graduating with a BS in finance and real estate from Wharton. Podcast post-production by Seamless Multimedia

10-02
47:46

S3 Ep 13#: Mastering Short Term Rentals: Insights from Top Real Estate Experts Tyler Coon & Justin Reid

📌Make sure to check out Savvy Realty @ https://www.savvy.realty/ 👉In this episode of the Real Estate Mentor Podcast, Jonathan Klunk brings together two industry experts, Tyler Coon from Savvy Realty and Justin Reid, a seasoned short-term rental host, to discuss the nuances of investing in and managing short-term rental properties, particularly out-of-state investments. They delve into strategies for successful property management, the importance of market-specific knowledge, and emerging trends in the vacation rental space. Offering practical advice on everything from financing options to creating appealing rental properties, this episode is packed with essential tips for both new and experienced investors. (00:45) Meet the Experts: Tyler Coon and Justin Reid (02:16) Tyler’s Journey into Short Term Rentals (06:07) Building a Nationwide Network of Agents (09:32) Challenges and Strategies in Short Term Rental Investments (12:33) The Importance of Trust and Expertise in Real Estate (28:24) Navigating Financing for Out-of-State Investments* (30:59) Navigating Lending Options (31:27) Credit Unions vs. Mortgage Brokers (31:40) Timing the Market (31:57) Comprehensive Deal Analysis (32:38) Challenges in Property Management (33:04) The Reality of Managing Multiple Properties (33:22) Transitioning Out of Property Management (36:49) The Future of Vacation Rental Management (39:11) Self-Managing Short-Term Rentals (41:45) Optimising Your Airbnb Listing (43:55) Providing TV and Streaming Services( (47:30) Understanding Local Laws and Regulations (53:23) The Importance of a Knowledgeable Agent (57:37) Final Thoughts and Contact Information 👉Tyler Coon Bio  Tyler Coon is the CEO and founder of Savvy Realty. Tyler has been focused exclusively on short term rental investment real estate since 2019. Based in Asheville, North Carolina, Savvy STR Agents is a dynamic real estate team with expansion agents across the country who are devoted to aiding investors in acquiring lucrative STR properties. Tyler has successfully expanded the team's presence to cover Florida, the Carolinas, Kentucky, the Smoky Mountains, Myrtle Beach, Southern California, and Washington, D.C., with plans for further growth. Tyler is committed to strategically aligning his clients with profitable opportunities, ensuring their success and financial growth in the dynamic world of short-term rentals. Email: tyler@savvy.realty Instagram: @savvy.realty (company page) @tyler.avl (personal page) Facebook: https://www.facebook.com/savvystragents 👉Justin Reid Bio Justin Reid is a prominent figure in the Short Term Rental industry, particularly in Louisville, Kentucky. He relocated to Louisville in 2013, where he quickly established himself in real estate. In 2015, he co-founded Key Source Properties with his husband, Jonathan Klunk. The company specialized in managing short-term rentals and, at its peak, oversaw 72 properties, employing 15 cleaners and a team of seven office staff. In 2023, Reid sold Key Source Properties and transitioned to new ventures within the real estate sector, launching Key Source Home Enhancements, a home improvement company. His expertise lies in project management and organizational skills, which he has honed over years of experience, even dating back to his college days. Reid's calm demeanor and ability to maintain composure under pressure have contributed to his success in managing people and projects. Outside of his professional life, Reid enjoys traveling to Europe, spending time with his four pets, and indulging in culinary experiences with friends and family. He is committed to helping clients with their home upgrade needs, leveraging his extensive background in real estate and property management. Email: justin@gokeysource.com Instagram: @thejustinreid https://www.instagram.com/thejustinreid/ Facebook: https://www.facebook.com/justin.reid.7906 Podcast post-production by Seamless Multimedia 

08-21
59:56

S3 Ep 12#: Passive Income Myths and Real Estate Realities w/ Ginger Faith

📌Make sure to check out the Women’s Wealth Network https://womenswealthnetwork.net/ 👉In this enlightening episode of the Real Estate Mentor Podcast, Jonathan interviews Ginger Faith, a trailblazer in the real estate industry with over three decades of experience. Ginger shares her journey as a seasoned investor, broker, and builder, highlighting her achievements including flipping over 52 houses and becoming an Airbnb superhost. She discusses the challenges and dynamics faced by women in a male-dominated field, emphasizes the importance of education and mentorship, and explains why passive income is a myth, offering private money lending as a superior alternative. The conversation also explores the role of natural gifts and talents in achieving success in real estate. (00:19) Meet Ginger Faith: A Trailblazer in Real Estate (01:31) Challenges and Triumphs of Women in Real Estate (02:36) Building Relationships in a Male-Dominated Industry (07:28) The Importance of Education and Mentorship (16:11) The Myth of Passive Income in Real Estate (22:21) The Underwriting Process: What Lenders Want (23:00) The Benefits of Passive Income in Real Estate (23:48) Success Stories: High Returns on Real Estate Investments (24:55) Navigating Commercial Real Estate Opportunities (29:30) Discovering and Utilizing Your Natural Talents (30:31) Applying Natural Talents to Real Estate (36:16) Advice for Aspiring Real Estate Investors (39:47) Conclusion and How to Connect with Ginger 👉Reach out to Ginger Faith Facebook https://www.facebook.com/gingergirlinvestor/ LinkedIN https://www.linkedin.com/in/ginger-crystal-faith-9bb460249 IG: https://www.instagram.com/gingerfaithrealty/ Women’s Wealth Network https://womenswealthnetwork.net/ 👉Ginger Faith Bio Ginger has been a successful Real Estate Investor for 30 years. She is a Real Estate Broker/builder, CEO of Golden Canyon Properties, Inc. and has flipped over 52 houses, 2 of which were featured on HGTV. An Airbnb Super Host/Landlady-Banker. She bought her first large profitable commercial RE Investment in 1994. Founder of YourWealthNetwork meetup group and the Women’s Wealth Network, in the San Francisco Bay area. As seen on FOX, CBS, NBC, and Yahoo Finance. Podcast post-production by Seamless Multimedia 

08-07
41:23

S3 Ep 11#: Thriving in NYC's Competitive Real Estate Market with Kelly Robinson

📌Make sure to check out Kelly via her Instagram @kellymindshermanors https://www.instagram.com/kellymindshermanors/?hl=en 👉In this episode of the Real Estate Mentor Podcast, host Jonathan Klunk interviews Kelly Robinson, a top-performing real estate broker and founder of One Global Advisory Team at Compass. Kelly shares her journey, insights, and strategies for excelling in the competitive New York City market. Key topics include the importance of collaboration over competition, effective property rebranding techniques, and the evolving real estate landscape in NYC. Additionally, Kelly discusses the role of international real estate, particularly in Dubai, and offers actionable tips for both sellers and aspiring luxury real estate agents. (00:22) Introducing Kelly Robinson: NYC's Top Real Estate Agent (01:56) Kelly's Journey into NYC Real Estate (02:56) The Power of Collaboration in Real Estate (05:28) Rebranding Hard-to-Sell Properties (11:31) Challenges in the NYC Luxury Market (14:26) Impact of Airbnb Ban and Office Conversions (19:27) Return of the Second Home Buyers (19:42) Diving into International Real Estate (20:22) The Allure of Dubai (23:50) The Controversial Project: The Line (26:40) Actionable Tips for Sellers (32:53) Advice for Aspiring Luxury Agents (36:04) Conclusion and Contact Information 👉Reach out to Kelly Robinson Website: https://kellyrobinsonnewyork.com/kelly-minds-her-manors Youtube: https://www.youtube.com/channel/UCB-ORF9CyKn96u7tPtt09Ow Instagram: @kellymindshermanors https://www.instagram.com/kellymindshermanors/?hl=en 👉Kelly Robinson Bio Kelly Robinson is a senior real estate broker and founder of The Kelly Robinson Team. She has been selling residential real estate in New York City since 2005 and will be expanding to Miami in 2023. She and her team are consistently ranked in the top 1.5% of real estate agents and teams nationwide by the WSJ. This multifaceted knowledge continues to foster her sharp negotiation skills, consistently leading to record-breaking prices and loyalty amongst clientele. She specializes in working with high-profile individuals across the sports and entertainment sectors and is very protective of the need for discretion. Ms. Robinson is a part of Compass’ selective Sports and Entertainment Division as well as REALM Global - an invitation only network of the top .5% of residential real estate professionals worldwide. Kelly also enjoys educating new professional and NIL athletes on building passive income and wealth through real estate investments. Other niches include rebranding previously unsold properties, consulting on layouts and finishes for both new construction and private home renovations, and staging, and advising cooperative boards on how to increase value in a market that favors condominiums. Kelly holds a BFA from Rutgers University’s highly selective Mason Gross School of the Arts and furthered her education at NYU. She has won numerous awards, are NYRS and CNE designated. She is also co-founder of the EJR Scholarship Fund. Her video podcast, Kelly Minds Her Manors can be watched on YouTube or listened to on Spotify, Apple, or wherever you like to listen to podcasts.  

07-24
38:03

S3 Ep 10#: Maximizing Short-Term Rental Success: Level Up Your Airbnb Game w/ Tony Robinson

📌Check out Tony’s IG @tonyjrobinson and his new real estateventure Airvato Ready to level up your Airbnb game? In this episode of the Real Estate Mentor Podcast, host Jonathan Klunk interviews Tony Robinson from the Bigger Pockets Real Estate Rookie Podcast. Tony shares his journey from being laid off to building a multimillion-dollar real estate portfolio, primarily in short-term rentals. The conversation covers strategies for identifying lucrative short-term rental markets, the importance of understanding investor motivations, and how to evaluate market health. Tony also discusses how to scale a real estate business by leveraging partnerships and reinvesting in properties with key amenities. Additionally, the episode touches on navigating legal landscapes, avoiding toxic business relationships, and Tony's new luxury rental management company, Airvato. (01:22) Finding High-Growth Short-Term Rental Markets (04:07) Evaluating Market Health and Competition (06:35) Navigating Market Trends and Saturation (07:05) Secondary Markets and Competitive Strategies (11:25) Reinvesting in Properties for Long-Term Success (13:01) Handling Short-Term Rental Challenges (15:02) Top Markets and Investment Tips (18:18) Navigating Legal Landscapes and Regulations (22:19) Scaling Your Short-Term Rental Business (22:53) Three Options to Build Your Real Estate Portfolio (23:36) First Investments and Initial Challenges (25:01) Scaling Up: From 3 to 15 Properties (25:57) Leveraging Partnerships and Building a Brand (29:26) Navigating Business Relationships (33:04) Top Amenities for Short-Term Rentals (37:53) Introducing Airvato Vacation Rentals (39:50) Conclusion and Final Thoughts Tony Robinson Bio Tony Robinson is well known in the world of real estate investing as the host of the BiggerPockets Real Estate Rookie podcast. After starting his investment career by purchasing single-family homes as long-term rentals, he found the tremendous opportunity that short-term rentals provide, and has since focused 100% of his efforts on growing that part of his business. Tony’s expertise is in building systems and creating the automation needed to effectively manage multiple short-term rentals at once. He’s also the head of acquisitions for Alpha Geek Capital and puts each property through rigorous analysis before adding it to the portfolio.

He is a proven leader with experience in building and managing large, high performing teams, driving results, and lean problem solving. He's been able to leverage strong communication, collaboration, and analytical skills to find success throughout his career. Reach out to Tony Robinson Instagram https://www.instagram.com/tonyjrobinson/?hl=en YouTube “The Real Estate Robinsons” Website https://therealestaterobinsons.com/ Facebook: https://www.facebook.com/p/Tony-J-Robinson-100063648686140/ Podcast post-production by EZPZ Podcasting

07-10
41:50

S3 Ep 9#: Deep Dive Into Mobile Home Parks and Parking Lot Investments w/ Kevin Bupp

📌Get Kevin’s FREE book: “The Clash Flow Investor” Also check out Mobile Home Park Academy In this episode of the Real Estate Mentor Podcast, host Jonathan Clunk sits down with Kevin Bupp, founder and CEO of Sunrise Capital Investments. They delve into the niche markets of mobile home parks and parking lots, sectors where Kevin has over 16 years of experience. Kevin shares his journey from buying his first real estate property in 2002 to becoming an industry leader in mobile home park investments. He explains how a chance meeting piqued his interest in mobile home parks and outlines the fundamental strategies for evaluating these unique investments. The conversation also covers the evolving landscape of parking lot investments, particularly in the context of the post-pandemic world. Kevin discusses the importance of location, effective management, and the potential for future redevelopment. This episode is packed with insights for anyone interested in specialised or niche real estate investments. (01:24) Diving Deep into Mobile Home Park Investments (05:07) The Business of Mobile Home Parks: Insights and Strategies (21:40) Exploring the World of Parking Lot Investments (27:09) Navigating Post-COVID Real Estate: Challenges and Opportunities (28:44) Strategic Investment in Parking Garages: A COVID-Era Success Story (30:39) The Future of Parking: Adapting to Changing Demands (38:59)  Mobile Home Parks: A Complex, Yet Rewarding Investment (43:25)  Building a Sustainable Real Estate Business: Growth and Challenges (48:09) Insights and Resources for Aspiring Real Estate Investors Reach out to Kevin Bupp Website - Real Estate Investing For CashflowLinkedIN - Sunrise Capital InvestorsInstagram www.SunriseCapitalInvestors.com www.MySunriseCommunity.com www.MobileHomeParkAcademy.com Kevin’s podcast Real Estate Investing For Cash Flow More about Kevin Bupp Kevin Bupp is the Founder & CEO of Sunrise Capital Investors, which invests in mobile home parks, parking lots, apartments, offices, and single family homes all across the US. He has 16 years of experience in educating investors to locate, acquire, and create “higher than average” returns from the widely misunderstood niche of mobile home park investing. He shares his expertise through the Mobile Home Academy and also as the host of The Real Estate Investing for Cash Flow Podcast, which has become one of the hottest real estate podcasts on iTunes. He is the #1 bestselling author of the new book The Cash Flow Investor: How to Create Financial Freedom Investing in Commercial Real Estate. Podcast post-production by EZPZ Media  

06-26
52:07

S3 Ep 8#: The Everyday Millionaire: Patrick Francey’s Lessons In Real Estate

📌Check out the Real Estate Investment Network (REIN) HERE In this episode of the Real Estate Mentor Podcast, host Jonathan Klunk engages with renowned entrepreneur and real estate icon, Patrick Francey. Patrick, the CEO of the Real Estate Investment Network and host of 'The Everyday Millionaire' podcast, shares his journey from modest beginnings in Canada to becoming a leading figure in real estate and entrepreneurship. With over 40 years of experience, Patrick delves into his success mantra 'SIMPLE,' an acronym for Significantly Impact Many People's Lives Every day, and discusses his approach to making a lasting impact over the past 25 years. The episode explores Patrick’s transition from a successful business owner in Edmonton to a pivotal figure in real estate investment, emphasizing the importance of education, mentorship, and community in the industry. The discussion also covers the systematic approach to real estate investing, the future of commercial and residential markets, and the critical role of having low tolerances for achieving high performance in business. Through anecdotes and philosophical insights, Franci offers valuable advice for real estate investors at all stages of their career, focusing on the importance of being prepared, the benefits of action over motion, and the power of living a purpose-driven life. (01:36) The Genesis of a Real Estate Journey (08:58) The Philosophy of Impacting Lives Through Real Estate (14:17) The Power of Mentorship in Real Estate Success (18:42) Navigating Real Estate Cycles and Future Trends (25:42) Strategies for Success in Real Estate Investing (26:32) Preparation and Financial Readiness: Keys to Investment (28:25) The Importance of Business Structure and Readiness (29:35) Navigating Joint Ventures and Partnerships (33:15) A Million Dollar Accident: A Real Estate Success Story (36:23) Living a Purposeful Life Beyond Business (41:29) High Performance Through Low Tolerances (45:48) Connecting with Patrick and Closing Remarks Reach out to Patrick Francey LinkedIN https://ca.linkedin.com/in/pfrancey Twitter https://twitter.com/pfrancey?lang=en The Everyday Millionaire Podcast https://theeverydaymillionaire.ca/ REIN Canada More about Patrick Francey Patrick Francey is considered a luminary in real estate investment education, entrepreneurship, personal and professional development. A gifted speaker and coach he dedicated to enriching lives through personal and professional growth. As CEO of the Real Estate Investment Network (REIN) and a multi-business owner, Patrick brings over 40 years of expertise, guiding individuals towards their financial and business goals. The Everyday Millionaire With a profound commitment to holistic growth, Patrick resonates with Canadian investors and entrepreneurs. His journey from humble beginnings to a Canadian-based real estate investor, educator, and speaker inspires a global audience. Through engaging speaking events, educational programs, and his pioneering podcast "The Everyday Millionaire," Patrick's approachable style motivates action by his followers. Patrick's influence extends to well-being with a foundational philosophy of creating a context for your life, intentionally, mindfully and with purpose. He and his wife, Steffany Hanlen-Francey, are inspired to support the success of others. Patrick's dedication to his vision for success, paired with his holistic lifestyle, embodies a well-rounded approach. His enduring impact in entrepreneurship and real estate investment is an unwavering beacon of guidance, proving his principles invaluable for those seeking to be their greatest self and live their best life, by design.  

06-12
47:09

S3 Ep 7#: Invest Smart: A Guide to Turnkey Investing w/ Zach Lemaster of Rent To Retirement

📌 Schedule a free real estate consultation with Zach HERE Or text “REI” to 33777 In this episode of the Real Estate Mentor podcast, host Jonathan Klunk, a real estate investor and realtor, welcomes Zach Lemaster, founder and CEO of Rent2Retirement, the world's largest turnkey real estate provider. Zach shares his journey from being an optometrist to a full-time real estate investor, detailing his experience across single-family homes, multifamily properties, commercial spaces, and new construction. The discussion covers the importance of consistent investing, the benefits of diversifying portfolios across different markets, and strategies for maximizing cash flow, appreciation, and equity. Zach also dives into the advantages of residential real estate, the pitfalls and potential of investing in new construction, and creative financing options available to investors. Moreover, practical advice on tax strategies and the significance of building a tailored investment plan to achieve financial independence through real estate are highlighted. The conversation aims to equip listeners with insights and strategies to navigate and excel in the real estate investment landscape. (00:53) Meet Zach Lemaster: From Optometrist to Real Estate Mogul (02:12) Zach's Journey into Real Estate Investing (03:45) The Power of Diversification and Out-of-State Investing (08:45) The Appeal of Residential Real Estate Investing (12:36) Navigating the Risks and Rewards of Different Investment Types (14:30) Innovative Financing and Investment Strategies (22:58) Maximizing Your Investment with Rent to Retirement (31:18) Final Thoughts and How to Connect Reach out to Zach Lemaster Website https://www.renttoretirement.com/ Linktree https://linktr.ee/renttoretirement More about Zach Lemaster Zach Lemaster is the founder & CEO of Rent To Retirement, the nation's leading turnkey investment company. Zach is a seasoned real estate investor and licensed broker that has accumulated a large portfolio of rental properties across multiple markets including single family, multifamily, commercial and new construction. Zach is a licensed Optometrist who practices on a volunteer basis. Zach started investing in real estate while working as an Optometrist & Captain for the US Air Force. This eventually allowed him to retire early from his career in medicine to be a professional investor by strategically investing in markets that maximize cash flow, appreciation & equity. Zach went on to build a successful wholesaling, flipping & management business working across multiple markets which led to the foundation for Rent to Retirement. He is considered an industry expert in real estate market analytics. Zach has been published across many exceptional national platforms including: Forbes, USA Today, Fox News, NBC,

05-29
33:17

S3 Ep 6#: Understanding FHA vs. Conventional Loans: A Guide for Homebuyers and Investors with Alex Turner

In this episode of the Real Estate Mentor Podcast, host Jonathan Klunk and guest Alex Turner, a loan officer at Interlinc Mortgage, explore the differences between FHA and conventional loans. They discuss key considerations for choosing the right loan type, including credit score requirements, debt to income ratios, appraisal differences, mortgage insurance, and more. The episode also highlights how FHA loans often offer better terms for those with lower credit scores or who are first-time homebuyers, while conventional loans may be more beneficial for those with higher credit scores due to lower mortgage insurance rates. Additionally, they touch on investment opportunities and strategies for both loan types, including the advantages of house hacking with FHA loans. The episode provides practical advice for buyers at different stages of homeownership and investment to help them make informed decisions tailored to their financial situations. (02:23) Credit Score Considerations for FHA and Conventional Loans (04:22)  Understanding First Time Homebuyer Definitions (05:58)  Debt to Income Ratio: A Key Factor in Loan Qualification (11:58)  Mortgage Insurance: FHA vs. Conventional (14:20)  Interest Rates: FHA Loans Often Offer Lower Rates (15:41)  Real Estate Investing: FHA and Conventional Loan Options (19:57)  Comparing Monthly Payments: FHA vs. Conventional for Different Credit Scores (28:11) Removing Mortgage Insurance: Tips for Conventional Loan Holders (30:21)  Closing Thoughts and Contact Information Reach out to Alex Turner Email: aturner@lincloan.com Phone: 812-461-8213 Website: https://interlincmortgage.com/alex-turner Personal Facebook: https://www.facebook.com/AlexLeonTurnerBusiness Facebook Page: https://www.facebook.com/alexturnermortgage Instagram: Alex Turner (@alexlovesmortgages) More about Alex Turner  Alex Turner with Interlinc Mortgage is a seasoned and dedicated loan officer with over 5 years of experience in the mortgage lending industry. His expertise extends across various loan types, including conventional, FHA, VA, and USDA mortgages. Alex takes pride in guiding his clients through every step of the loan process, ensuring transparency and clarity at each stage. Whether it's a first-time homebuyer, a seasoned investor, or a small business owner, Alex is committed to finding the best financing options tailored to his clients' unique needs and financial situations. With his expertise, integrity, and unwavering dedication to client satisfaction, Alex Turner is the trusted partner homebuyer’s can turn to for their lending needs.  

05-15
32:03

S3 Ep 5#: Exploring the Complexities of 1031 Exchanges in Real Estate with Scott Harper

In this episode of the Real Estate Mentor Podcast, host Jonathan Klunk and guest Scott Harper, a real estate attorney from Bluegrass Land Title, delve deeper into the intricacies of 1031 exchanges. They revisit the fundamental aspects of 1031 exchanges, addressing the process as a tax deferral mechanism for investment properties and not primarily a tax avoidance strategy. Jonathan and Scott explore more technical questions commonly raised by investors, such as combining funds from multiple properties for a single larger purchase, the impact of timelines on the exchange process, and the concept of 'boot' or taxable gains. Discussions also cover seller financing within 1031 exchanges, the flexibility in 'like-kind' property exchanges across states, and creative strategies for managing investment goals and tax implications. The conversation provides insights into utilizing 1031 exchanges for optimizing real estate investments and navigating complex scenarios, ensuring investors and real estate professionals can make informed decisions. (00:31) Deep Dive into 1031 Exchanges with Scott Harper (01:30) Exploring the Basics and Technicalities of 1031 Exchanges (04:33) Advanced 1031 Exchange Strategies: Combining Properties and More (06:57) Understanding 'Boot' in 1031 Exchanges and Investment Strategies (12:20) Creative Financing and 1031 Exchanges: A Complex Scenario (18:01) Addressing Unique 1031 Exchange Scenarios and Closing Thoughts Reach out to Scott Harper Instagram - @bluegrasslandtitle Facebook - https://www.facebook.com/bluegrasslandtitlelou Email - sharper@bltky.com Check out the previous episode with Scott Harper HERE:  1031 Exchange: The Legal Way to Avoid Real Estate Tax with Guest Scott Harper More about Scott Harper Scott Harper is a distinguished Kentucky-based real estate attorney with a specialized focus on 1031 exchanges. A proud alumnus of the University of Louisville Brandeis School of Law, where he graduated in 2015, Scott has seamlessly integrated his legal acumen with a keen understanding of the real estate market. Currently serving as the Market Manager for the Louisville, KY Bluegrass Land Title Office, Scott's expertise lies in facilitating smooth and efficient real estate transactions. His role as a qualified intermediary for 1031 exchanges underscores his commitment to helping clients maximize their investments while navigating the complexities of property transactions. Beyond his professional responsibilities, Scott is renowned for his investor-friendly approach, earning him a reputation as a trusted advisor in the real estate community. With a passion for both law and real estate, Scott Harper continues to make significant contributions to the Kentucky real estate landscape, ensuring his clients' interests are always at the forefront of his practice.  

05-01
21:31

S3 Ep 4#: Real Estate Investments and Financial Independence: A Discussion with Danaus Chang, Co-Founder of Awning

Jonathan Klunk interviews Danaus Chang, the co-founder and president of Awning, a technology company specialising in long-term and short-term rental property management. Danaus talks about growing up in an immigrant family that invested in real estate, his own initiations into property investment, and his goals influenced by the FIRE (Financially Independent Retire Early) movement. The conversation covers topics like the significance of setting clear investment goals, understanding passive income, and efficiently managing properties. Danaus demonstrates how Awning.com potentially serves as a valuable resource for individual real estate investors, providing them everything from real estate agent contacts to property management services. (01:05) Danaus’s Early Life and Parents' Influence (02:10) The Accidental Landlord: Parents' First Rental Property (02:46) Growing Up in a Real Estate Family (04:08) The Concept of House Hacking (06:47) Danaus’s Early Real Estate Experiences (07:09) Transitioning into a Real Estate Career (07:49) First Steps into Property Ownership (11:13) The FIRE Movement: Financial Independence, Retire Early (20:02) Setting Real Estate Goals and Strategies (26:36) Introduction to Awning: A Real Estate Investment Tool (27:39) Closing Remarks and Podcast Outro Reach out to Danaus LinkedIn https://www.linkedin.com/in/danaus/ Email: danaus@awning.comAwning https://awning.com/ More about Dennis Chang Danaus Chang is proud to be Co-Founder of Awning (Awning.com). Awning is the world’s first technology platform and brokerage built exclusively for individuals to invest in single-family rental properties, on a mission to make investing in real estate simple and accessible for everyone. They pair world-class data analytics with a team of expert advisors to help every individual investor identify, evaluate and close on single-family rental properties that meet their investment goals across nationwide markets. They are proudly backed by Global Founders Capital, MassMutual Ventures, Wilshire Lane Capital, and dozens of strategic angels. Danaus is passionate about scaling tech startups; especially Proptech, Fintech, AI, Insights, & all things B2B SaaS. He also love love love antiquated industries/markets that are prime for disruption (vertical saas/marketplaces). His operator experience includes scaling Sales & BD teams for VC funded tech companies (Awning Founder, UserTesting VP, Rentlytics SVP), leading go-to-markets for an Enterprise tech/services start-up (AnswerLab VP), product/marketing strategy for Fortune 500 (Pulte, Lennar; Deloitte Consulting). He enjoys matching up people with opportunities and opportunities with people. He's here to help - so reach out to him.  

04-17
28:15

S3 Ep 3#: Unveiling the Benefits of Purchasing Existing Restaurant Franchises with Stephanie Gilezan

Jonathan Klunk speaks with guest Stephanie Gilezan, a partner at Capital Connect, a business brokerage, and an expert in restaurant franchises. They discuss the benefits of purchasing an existing restaurant franchise, such as instant equity, avoidance of complicated startup costs, and established brand credibility. They touch on the opportunities that lie within aging baby boomer-owned companies as potential establishments to acquire. The discussion further includes how banks approach financing for this kind of investment and the potential for owner financing options. The episode also discusses the importance of proper tax structuring and how it can enhance the net income of a business. Stephanie emphasises the value of experienced teams performing more in-depth analysis of opportunities and valuations prior to purchasing businesses. (00:30) The Benefits of Purchasing an Existing Restaurant Franchise (00:59) Comparing Startup Costs: New vs. Existing Businesses (01:24) The Impact of Baby Boomers on the Restaurant Space (01:55) The Challenges of Building a Brand from Scratch (02:44) The Advantages of Purchasing Existing Franchises (03:43) The Importance of Hiring the Right General Manager (04:33) The Potential Savings of Purchasing Existing Franchises (04:59) The Challenges and Rewards of Building a Business (05:58) The Impact of Generational Wealth Transfer on the Market (06:45) The Possibility of Passive Investment in Franchises (08:10) The Importance of Having the Right Team in Place (10:00) The Potential Pitfalls of Independence in Business (17:24) The Role of Tax Structuring in Business Valuation (20:27) The Financing Options for Purchasing Existing Franchises (27:42) The Impact of Proper Tax Structuring on Business Value (32:17) Conclusion and Contact Information Reach out to Stephanie Facebook: https://www.facebook.com/gilezanglobal LinkedIn: https://www.linkedin.com/in/stephanie-gilezan/ Instagram: https://www.instagram.com/gilezan_global/ Email: stephanie@gilezanteam.com More about Stephanie Gilezan Stephanie Gilezan began her Real Estate career in 1999 at 21 years old. She has specialized in Commercial, Land Development, Asset Management, Industrial, Distressed Assets and Hospitality since her start. Throughout her career, Gilezan has transacted over 10,000 Real Estate and Business transactions across the nation and in multiple countries. Fueled by her passion to disrupt and improve the industry, Gilezan has dedicated herself to education and collaboration while building a strong team which has done more than 3 billion in volume.

04-03
33:40

S3 Ep 2#: Time Management And Productivity in Your Real Estate Business with Jason Ballard

Host of the Real Estate Mentor podcast, Jonathan Klunk, speaks to his very own business coach, Jason Ballard, about time management and productivity within the real estate business. They discuss the importance of setting clear and attainable goals, understanding the value of one's time, prioritising tasks, and blocking out time for different activities. They also touch on how to balance a full-time job with a real estate side hustle, and the need for continuous learning and mentorship in the real estate field. Info: LinkedIn Profile: https://www.linkedin.com/in/jason-ballard-795a0587/ Official Website: https://soarhighercoaching.com Soar Higher on Youtube:  https://www.youtube.com/playlist?list=PL6In56c2XhCkz7RTLTmrqPoEfEub78vZ7 (01:45) The Importance of Goals and Priorities (02:46) Assessing Your Current Life and Career Status (09:47) Understanding the Value of Time (16:18) The Concept of Time Blocking (23:31) Taking Control and Owning Your Priorities (24:53) A Real-Life Example of Mismanaged Priorities (25:15) The Consequences of Neglecting Big Opportunities (27:11) The Eye-Opening Realization (29:43) The Importance of Prioritizing Your Calendar (31:23) Balancing a Career and a Real Estate Side Hustle (32:32) Understanding Your 'Why' in Side Hustling (38:05) The Importance of Being Informed and Efficient (43:43) Closing Thoughts and Contact Information More about Jason Ballard Jason Ballard is an entrepreneur and Founder/President of Soar Higher Coaching & Training. He serves as the #1 Ranked Business and Executive Coach in the Eastern U.S. where he leverages his 27+ years of Real-World leadership experience to accelerate the growth of career professionals and organizations to desired levels of success and reach their full potential faster than they could on their own. His diverse background involves leading 12 different organizations world-wide to new heights and includes: growing up and working in a family-owned construction company, serving as a senior officer in the U.S. Air Force, operating in numerous C-Suite corporate roles, starting multiple companies, and serving as a trusted advisor to political leaders, celebrities, and dignitaries throughout his distinguished career. Jason has a deep passion for helping others succeed. He is actively involved in various aspects of the community. He has cultivated public/private partnerships with government agencies, corporations, and non-profit organizations. He has served on numerous boards and committees and has been a lifelong volunteer supporting veteran organizations, mentoring in schools across the country, and raising funds and donating time for Church missions and charitable campaigns.

03-20
45:21

S3 Ep 1#: Exploring Office Conversions and the Future of Property Investing with Cora Henderson

In this episode of the Real Estate Mentor podcast, host Jonathan Klunk converses with Cora Henderson, partner and attorney at Pitt & Frank, about the rising trend in office conversions.  We discuss the challenges and opportunities in the real estate sector, highlighting the impact of various factors such as COVID-19, generational wealth building, and the influence of technological advancements like AI on the future of real estate. The conversation also explores the potential of converting vacant office buildings into residential or multifamily units due to changing work and office culture, the urgent need for affordable housing, and trillions in commercial real estate loans coming due. We further explores the prospect of converting office spaces into data centers, given the growing necessity for cloud-based solutions. (00:28) Guest Introduction: Cora Henderson (00:51) Discussion on Office Conversions (01:51) Current Landscape of Office Sector (06:08) Challenges in Converting Office Spaces to Multifamily (08:20) Potential Investment Opportunities (13:42) Impact of AI and Cloud Computing on Real Estate (18:58) Future of Energy Projects (20:42) Closing Remarks and Future Opportunities More about Cora Henderson Cora Henderson is a partner at Pitt & Frank, specializing in residential and commercial real estate closings, contract disputes, 1031 exchanges, and estate planning. She received her Bachelor of Science in Business Administration-Management from the University of Louisville, and graduated cum laude from the Brandeis School of Law. Cora has faithfully served as a board member for Mortgage Bankers of Louisville, Mortgage Bankers of Kentucky, GLAR education faculty, GLAR Board Forms committee, Kentucky Realtor Institute educator, and was the 2019 recipient of the Nat Sanders Educator of the Year. She is also a part time instructor for the University of Louisville teaching Real Estate Law. Info: Website - www.pittandfrank.com Instagram - @Pitt.and.Frank Facebook - PittandFranLinkedIN - https://www.linkedin.com/company/pitt-and-frank 🎤 Podcast post-production by EZPZ Podcasting.

03-06
22:58

S3 Ep 17#: From U.S. Marine to Real Estate Investor: The Road to Passive Income w/ William Parmer

📌Check out the export coaching offer from William here: https://masterpassiveincome.com/expert-coaching 👉In this episode of the Real Estate Mentor Podcast, host Jonathan Klunk sits down with William Parmer, a dynamic real estate investor and coach for Master Passive Income. William shares his inspiring journey from a U.S. Marine and law enforcement officer to a successful real estate entrepreneur. He discusses his expertise in creating passive income through strategic investments, particularly in mobile home parks and short-term rentals. William offers valuable insights into finding and managing real estate deals, the importance of networking, obtaining private money, and the potential challenges and rewards of real estate investing. Additionally, the conversation explores the future of real estate, including the impact of interest rates and the increasing role of AI tools in the industry. The episode concludes with practical advice for aspiring investors and details on how to connect with William for further mentorship. (01:29) William's Background and Career Journey (03:03) Discovering Real Estate Investing (05:36) Networking and Private Money (10:48) First Mobile Home Park Investment (15:09) Challenges and Lessons Learned (21:02) Evaluating Mobile Home Park Deals (30:19) Finding Your Real Estate Niche (31:41) The Power of Asking Questions (32:19) Leveraging AI in Real Estate (33:03) Using AI for Document Management (33:27) AI in Real Estate Marketing (33:57) AI for Real Estate Analysis (40:17) AI for Real Estate Transactions (44:03) Future Trends in Real Estate (45:45) Real Estate Investment Strategies (51:53) Planning for the Next Generation (52:20) Conclusion and Contact Information 👉Reach out to William Parmer  Website: https://masterpassiveincome.com/ LinkedIn: https://www.linkedin.com/in/william-cary-parmer-8480382a4/ 👉William Parmer BIO William C. Parmer is a dynamic real estate investor, coach for Master Passive Income, co-host on the Breakthrough Investor podcast, and an entrepreneur with a multifaceted background. His journey began at 18 when he enlisted in the U.S. Marines, where he served for nearly seven and a half years, balancing active duty and reserve components while contributing to the family business of house painting. However, William's ambition pushed him beyond watching paint dry. He transitioned to law enforcement, becoming a police once after completing the police academy. Yet, during the COVID-19 pandemic, his role was abruptly constrained, leading him to seek new avenues for growth. A chance encounter with the Master Passive Income podcast ignited his passion for real estate. Inspired by the teachings of Dustin, William immersed himself in the program, rapidly achieving over $2000 in passive income monthly from strategic real estate investments. Driven by this success, William expanded his portfolio, acquiring a mobile home park, a venture that underscored his willingness to leap into the unknown and learn through experience. His expertise and zeal caught the attention of Dustin Heiner, who invited him to become a coach for Master Passive Income in early 2023, enabling him to guide others on their paths to financial freedom. In November 2023, William's journey took another exciting turn when he was asked to co-host the Breakthrough Investor podcast alongside Charles Rose. Embracing this new role, he left his sales position at the family business, a move that aligned perfectly with his desire for flexibility and family time. Capitalizing on his construction background and entrepreneurial spirit, William launched a successful handyman service. His business quickly grew through referrals, allowing him to maintain a flexible schedule and prioritize family life while continuing to invest in real estate and contribute to the podcast. William's story is a testament to his resilience, adaptability, and commitment to helping others achieve financial independence. As a husband and father, he balances his professional endeavors with a rich family life, embodying the principles he teaches: leveraging smart investments to create a fulfilling and flexible lifestyle. Podcast post-production by Seamless Multimedia 

10-16
54:03

S3 Ep 14#: Unlocking the Secrets of Real Estate Appraisals with Jason Ferris

👉 In this episode of the Real Estate Mentor Podcast, host Jonathan Klunk dives deep into the world of appraisals with distinguished real estate appraiser Jason Ferris from Louisville, Kentucky. The discussion revolves around the critical role of appraisals in real estate transactions, combining art and science to offer educated analysis. Key insights include the interplay between market trends and property valuations, strategies for homeowners to maximize investment returns, as well as tips for flippers and multifamily investors. The episode underscores the importance of maintaining properties to ensure high marketability and shares practical advice for navigating today's dynamic real estate market. (01:19) Understanding the Role of Real Estate Appraisals (04:26)  Appraisal Process and Market Dynamics (10:18)  Homeowner Tips for Increasing Property Value (15:40)  Balancing Renovation Costs and Market Value (19:27)  Appraisal Challenges and Market Realities (34:28)  Advice for Long-Term Homeowners (36:56)  Budget-Friendly Lighting Upgrades (37:31)  The Impact of New Appliances (38:31)  Painting and Flooring Tips (39:28)  Landscaping and Exterior Maintenance (39:58)  Routine Maintenance for Marketability (40:38) Trends in Home Flipping (41:35)  Investment Strategies for Flippers (42:05)  Understanding Market Pricing (45:56)  The Importance of Quick Renovations (50:21)  Multifamily vs. Single Family Investments (51:07)  Evaluating Income Properties (55:15)  Profit and Loss Statements( (01:01:35)  Value-Add Opportunities (01:05:03)  Current Real Estate Market Trends (01:06:37)  Conclusion and Contact Information 👉Reach out to Jason Ferris Website https://bellferris.com/Phone (502) 883-0055 LinkedIn: www.linkedin.com/in/jason-ferris-mai-sra-7095b120 👉Jason Ferris Bio  Jason is a residential and commercial real estate appraiser with 21 years of experience in Kentucky, Ohio and Indiana. The team of appraisers at Bell Ferris regularly completes appraisals for mortgage lending, estates, trusts, litigation, tax appeals and analysis for buyers and sellers. Our office in Louisville serves Clark and Floyd counties in Indiana and Jefferson, Oldham, Shelby and Bullitt in Kentucky. Podcast post-production by Seamless Multimedia

08-28
01:09:47

S3 Ep 18#: Hospitality First: Mastering Short-Term Rentals with Eric Moeller

📌Make sure to check out the book discussed in this episode “Unreasonable Hospitality”  https://www.amazon.com/Unreasonable-Hospitality-Remarkable-Giving-People/dp/0593418573 👉In this episode of the Real Estate Mentor Podcast, host Jonathan Klunk delves into the multifaceted journey of Eric Moeller, an authority in the short-term rental market with 18 years of experience. The discussion spans Eric's transition from couch surfing and early Airbnb exploration to founding his boutique hotel brand, Freewyld Key themes include optimizing short-term rental investments, integrating hospitality with real estate, and the significant shift towards creating intentional and high-quality guest experiences. The conversation touches on strategic business models, market research, regulatory challenges, and the innovative approach of centralizing properties for efficient management. Eric also shares personal insights on fitness and its positive impact on his entrepreneurial endeavors Essential points cover branding, revenue management, personalized guest services, and building trust in the evolving short-term rental industry. 👉Key points (02:07) Eric Moeller's Journey into Short-Term Rentals (05:32) Scaling and Challenges in Short-Term Rentals (10:31) The Freewild Concept and Market Strategy (21:07) Business Structure and Investment Strategy (27:23) Revenue Management Strategies (29:20) The Importance of Brand Marketing (30:21) Unreasonable Hospitality (36:43) Future Trends in Short-Term Rentals (43:00) Building a Sustainable Business (48:17) Fitness and Entrepreneurship (50:32) Conclusion and Final Thoughts 👉Reach out to William Parmer If you're passionate about making a difference through experiential hospitality or if you're curious about how he can elevate your property portfolio’s performance, let’s start a conversation. Eric's inbox is always open to new ideas and potential partnerships. Eric is looking forward to connecting with innovators, explorers, and creators who are ready to redefine what’s possible in our industry. https://www.ericdmoeller.com/ https://www.linkedin.com/in/ericdmoeller/ https://www.instagram.com/ericdmoeller Freewyld https://www.instagram.com/stayfreewyld/ 👉William Parmer BIO Over the last 18 years, Eric has dedicated himself to mastering real estate investing, short-term rentals, and impactful hospitality. With Freewyld, he's focusing on properties that offer more than just a stay—they’re an experience. Their signature "Wyld Mode" invites guests to disconnect and immerse themselves in the moment. As they grow Freewyld, he's actively seeking real estate and hospitality investors who share our vision of creating unforgettable experiences and sustainable growth. Eric has mentored over 1,000 STR hosts, helping them amplify their earnings and impact. He also occasionally co-hosts the ‘Get Paid For Your Pad’ podcast, which has reached over a million ears and shares insights and stories from the world of short-term rentals. What drives him: Eric's mission is to innovate and inspire. Whether speaking at industry events, sharing stories on a podcast, or collaborating on new ventures, he is fueled by the opportunity to transform hospitality. Podcast post-production by Seamless Multimedia

10-30
51:55

S3 Ep 15#: Harnessing Psychology for Real Estate Success with Dr. Alan Lomax

📌Make sure to check out www.steedtalker.com 👉 In this episode of the Real Estate Mentor Podcast, host Jonathan Klunk interviews Dr. Allen Lomax, a seasoned investor and thought leader with over three decades of experience in personal and organizational growth. Dr. Lomax brings a unique perspective on the intersection of psychology and real estate investing. He shares his journey of overcoming personal challenges, financial crises, and finding his authentic self. This episode delves into the importance of understanding core values, visions, and the psychological components of decision-making in real estate investing. Dr. Lomax also discusses strategies for building passive income, the resilience needed during financial downturns, and the crucial steps to safeguard investments in changing economic climates. Whether you're a beginner or an experienced investor, this episode offers valuable insights and tools to elevate your real estate journey. (00:26) Dr. Alan Lomax's Background and Expertise (02:33) The Psychology of Investing and Personal Growth (02:58) Dr. Lomax's Personal Journey and Challenges (12:59) Core Values and Vision in Real Estate Investing (19:55) Educational Process for Passive Investors (24:07) Challenges in Multifamily Syndications (27:35) Resilience in Times of Crisis (33:12) Final Thoughts and Complimentary Consultation Offer 👉Reach out to Jason Ferris allen@steedtalker.com www.steedtalker.com www.linkedin.com/in/allenlomax/ www.facebook.com/allen.lomax/ www.instagram.com/steedtalkercapital/ www.youtube.com/@realestateinvestingabundan5306/videos 👉Dr. Allen Lomax Bio  Dr. Allen, a seasoned investor with a Ph.D. in Organizational Systems Psychology and over three decades of experience guiding personal and organizational growth, inspires dynamic professionals to passionately engage in the work of their calling while simultaneously securing their financial well-being. Stop trading time and energy for your livelihood! Allen has a unique blueprint that puts your money to work for your livelihood and frees you to engage in your passion. While experiencing tremendous personal fulfillment in academia, he secured his financial well-being through passive real estate investing, allowing him to thrive financially while still making meaningful contributions in his field. After losing everything due to the financial crisis, Allen devised a resilient success strategy and is back, financially stronger than ever, and flourishing in all areas of his life. As founder of the Streams to Impact Prosperity program and the Streams to Impact podcast, he passionately empowers professionals to engage in their calling, make the galactic impact they dream of making, and build their wealth. Podcast post-production by Seamless Multimedia

09-18
37:01

S2 Ep 9#: Estate Planning 101: The Gorilla In The Room with Guest Sean Lohman

Estate planning has to be one of the most complex and foreign topics to most real estate investors. Yet, it is one of the most important as you spend your life generating passive income, building wealth, and taking advantage of tax strategy through 1099 exchanges and cost segregation. You can even have a will- but what happens to your empire once you die? Plus, add in the complications that could present for your heirs.  Jonathan recently met a state planning attorney, Sean Lohman, to discuss the situation with his parents and their property. Sean explained very complex topics, such as wills and trusts, power of attorney, beneficiaries, medical or healthcare power of attorney, and so much more. He also found some gaps in Jonathan’s own estate planning. And what real estate podcast would be complete without covering this super important topic for you? Sean is an attorney at the Lohman Law Offices, a second-generation law firm in Louisville Kentucky. Sean specializes in estate planning and is also the host of the Uncontested podcast.    Visit lohmanlaw.com to connect with Sean Lohman and begin your estate planning.  Want to learn more about launching and scaling your realestate business through short term rentals? Send us a direct message on Instagram @top.louisville.agent, @thejustinreid, @selling.derby.city or send an email to jonathan@sixdegreesre.com.   Follow Jonathan and Justin on Facebook for a revolutionary approach to property positioning, digital marketing, and technology.   Subscribe on YouTube to watch Season 1 of the Selling Derby City podcast. Be sure to check out our blog to see everything we talk about in each episode and so much more.     Become a short-term rental expert by clicking HERE for the STR Success Course. _______________________________________ A very special thanks to our sponsors! Bluegrass Land Title @bluegrasslandtitle   Guardian Home Inspections @guardianinspectionsky  

02-01
38:21

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