Passive Income Brothers

Alternative investments offer a pathway to diversification and potential wealth growth beyond the conventional. Whether it's private placements or hedge funds, there's a world of opportunities waiting for exploration.In this episode, Tim and Greg discuss alternative investments and their potential benefits. They suggest that exploring alternative investments like private placements and hedge funds can offer opportunities for wealth growth beyond traditional stock and bond investments. Tim and Greg also highlight the importance of continual learning, asking questions, and growing one's investment knowledge over time.Leave a positive rating and review of this podcast with just one click!WHAT TO LISTEN FOR1:18 Potential for Wealth Growth Through Alternative Investments8:43 Regulation D Offerings24:06 Investing in 506(b) or (c) Offerings29:54 From Wiring Money to Tax QuestionsRESOURCES/LINKS MENTIONEDU.S. Securities and Exchange CommissionCONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Facebook | Instagram | LinkedIn | Email Greg | Email TimTim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Over the years, real estate investors had a problem–the lack of transparency, control, and specialized expertise with their traditional insurance. This frustrates many investors as insurance is one of their most significant expenses, but they don’t have the power to create it depending on their needs. This is where Obie Insurance is created. With their help, investors can now have customized insurance packages, giving them more transparency and control over their insurance costs and policies.In today’s episode, our guest is Aaron Letzeiser, Co-founder of Obie Insurance, a company that provides instant online quotes and customizable insurance packages specifically designed for real estate investors. Frustrated with the lack of control and transparency with insurance costs as a real estate investor, they founded Obie Insurance together with his brother. Join us to learn how Obie Insurance can help you be successful in your real estate journey!The discussion covers topics such as real estate insurance, changes in the insurance industry and their impact, tips for real estate investors to optimize their insurance coverage, current trends in the insurance market, and more.Leave a positive rating and review of this podcast with just one click! WHAT TO LISTEN FOR3:10 Aaron’s Real Estate Journey6:57 Obie Insurance12:28 Service Offered17:29 Tips and Tricks In Customizing Insurance Package22:25 Trends in Real Estate27:46 Pricing Retreat Prediction RESOURCES/LINKS MENTIONEDhttps://www.obieinsurance.com/ CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Facebook | Instagram | LinkedIn | Email Greg | Email TimTim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Learning about finances isn't just about managing budgets; it's about finding a meaningful life. By understanding money rules and matching them with your values, you can build a life full of purpose and satisfaction. Money is not the goal but a way to live a life that fits who you are. In this episode, Tim and Paul and their guest, Damion Lupo, the CEO of FrameTec, discuss the importance of financial education and finding purpose beyond wealth accumulation. They suggest taking responsibility for one's financial future, narrowing focus for success, and fostering a supportive community.The discussion covers topics such as debt versus savings, formal education versus self-learning, and crafting a fulfilling life beyond the confines of a traditional 9-5 workday.Leave a positive rating and review of this podcast with just one click!WHAT TO LISTEN FOR2:41 Real Estate Investment7:27 Financial Education17:03 EQRP Plan33:23 FrameTec CompanyRESOURCES/LINKS MENTIONEDRich Dad Poor Dad by Robert KiyosakiThe ONE Thing by Gary KellerFrameTecWebsite: https://www.frametec.com/Twitter - https://twitter.com/damionlupoFacebook - https://www.facebook.com/damionlupoLinkedIn - https://www.linkedin.com/in/damionlupo/YouTube - https://www.youtube.com/channel/UC6qIIkh9nXpzeqF0TofSFGA - Damion LupoCONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Facebook | Instagram | LinkedIn | Email Greg | Email TimTim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Managing your taxes is boring, but you need to do it no matter what. Learning from experts how to avoid mistakes and make the best decisions as much as possible can save you a lot of time and get to the success you want. And that’s why the Tax Webinar is here for you! In this webinar, Tim, Greg, and Paul are joined by their special guest from Hall CPA PLLC, Thomas Castelli and Justin Shore. This webinar provided valuable tax strategies for real estate investors.  They discussed the importance of working with a dedicated CPA. They covered different types of income, using losses to offset taxes and strategies like depreciation and stacking investments over time. Filing extensions, vetting sponsors, and building an advisory team were also recommended. Don’t miss out and learn how to maximize returns through effective tax planning.Leave a positive rating and review of this podcast with just one click WHAT TO LISTEN FOR14:57  Know The Three Buckets Of Income22:28 Strategies For Using Passive Losses To Offset Income And Taxes33:18 The Conveyor Belt Theory For Stacking Investments Over Multiple Years40:16 The “Lazy 1031”55:51 Best Practices For Limited Partners RESOURCES/LINKS MENTIONEDhttps://www.therealestatecpa.com/cityside Tax Smart Real Estate Investors Podcast by Thomas CastelliTax Free Wealth by Tom WheelwrightConveyor Belt Theory by Jake and Gino CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Facebook | Instagram | LinkedIn | Email Greg | Email TimTim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Starting a real estate investment journey can feel overwhelming, but it can also be very rewarding with the right information and plan. Turnkey real estate investing offers a straightforward approach that works well for both experienced investors and beginners. By relying on professionals who take care of everything from buying the property to managing it, investors can earn passive income without any stress.In this episode, Tim and Paul, together with Liz Nowlin, the Director of Marketing and Sales/Investor Coordinator for Mid South Homebuyers, discuss the benefits of real estate investment. They suggest considering Memphis for its economic drivers in logistics and distribution, highlighting its potential for high rents. The discussion covers the turnkey approach, how to choose good tenants and the significance of learning to make smart investment choices.Leave a positive rating and review of this podcast with just one clickWHAT TO LISTEN FOR2:16 Turnkey Rental Real Estate11:46 Finding Cash-Flow Positive Rentals in High-Cost Areas18:22 Real Estate Investment in Memphis 36:40 Liz’s Thoughts on Famous Quotes and OpinionsRESOURCES/LINKS MENTIONEDMidSouth Home BuyersRich Dad Poor Dad by Robert KiyosakiCONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Facebook | Instagram | LinkedIn | Email Greg | Email TimTim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Real estate investing involves understanding market trends and financial strategies. Analyzing the market is an essential aspect of successful investing. Self-education is key, helping investors stay informed about trends in housing inventory and supply, and ensuring a more informed and strategic approach to real estate ventures.In this episode, Jason Hartman joins Tim and Greg as he shares his insights and experience in real estate investing, discussing topics like market analysis, using real estate to hedge against inflation, debates around market timing, trends in housing inventory and supply, and the importance of self-education.They also mention how you can get rid of your debt by investing in real estate.Leave a positive rating and review of this podcast with just one click.WHAT TO LISTEN FOR1:36 Analyzing the Market for Real Estate Investments9:20 Hedging Against Inflation16:35 Relevance of Market Timing24:24 Housing Market Crash30:32 Trends and Supply in the Housing Market39:58 The Importance of Self-Education45:37 Debt Destruction Through Real Estate InvestingRESOURCES/LINKS MENTIONEDThe Rational Optimist: How Prosperity Evolves (P.s.) by Matt RidleyCONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Facebook | Instagram | LinkedIn | Email Greg | Email TimTim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Ever questioned if there's a way to keep more of your hard-earned money while building a robust investment portfolio? Cost Segregation might be the one for you. In essence, it's about putting your money to work for you, redirecting funds that would have gone to taxes back into your investments.In this episode, Tim and Paul, alongside Erik Oliver, the Vice President of Channel Partnerships of Cost Segregation Authority and a Cost Segregation Expert, discuss strategies for maximizing real estate tax benefits. They suggest leveraging cost segregation studies to accelerate depreciation deductions, emphasizing the importance of front-loading depreciation for immediate tax savings. The conversation delves into bonus depreciation, a powerful concept that can significantly enhance depreciation benefits, and the impact of the Tax Cuts and Jobs Act of 2017 on real estate investors, emphasizing the potential for substantial tax savings through cost segregation and bonus depreciation strategies.Leave a positive rating and review of this podcast with just one clickWHAT TO LISTEN FOR2:24 Cost Segregation Study6:02 The Benefits Of Child Tax Credits And Bonus Depreciation Passing As A Bill26:48 Erik’s Process Of How Cost Segregation Works34:41 Erik’s Thoughts on Famous Quotes and OpinionsRESOURCES/LINKS MENTIONEDTax-Free Wealth by Tom WheelwrightCost Segregation AuthorityRich Dad Poor Dad by Robert KiyosakiRich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom by Robert KiyosakiCONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Facebook | Instagram | LinkedIn | Email Greg | Email TimTim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

A transformative journey is not solely about acquiring knowledge; it serves as a powerful thing for transforming aspirations into reality. The crucial aspect lies not only in understanding what you desire, but also in taking deliberate actions to achieve it. It all starts with a dedication to personal growth and the skill of setting goals that drive you toward the life you imagine.In this episode, Paul Dircks, Tim, and Greg's partner at Cityside Capital Investor Club, talk about strategies for personal growth, goal setting, and overcoming obstacles. They suggest setting clear and specific goals that can be measured and acted upon and stress the importance of combining education with action to achieve results. The conversation touches on the importance of having a clear focus and visualizing goals while addressing and overcoming resistance and limiting beliefs.Leave a positive rating and review of this podcast with just one clickWHAT TO LISTEN FOR4:45 The quote “It's not about knowledge, it's about action.”6:45 The Crucial Role Of Taking Action For Learning And Growth7:40 Top Takeaways From This Goals RetreatRESOURCES/LINKS MENTIONEDDeep Work: Rules for Focused Success in a Distracted World by Cal NewportTurning Pro: Tap Your Inner Power and Create Your Life's Work by Steven PressfieldCONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Facebook | Instagram | LinkedIn | Email Greg | Email TimTim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Discover the power of being on-site and building a solid investment team. As a passive investor, you have the opportunity to transform your financial future. By taking control of your financial journey and leveraging the expertise of experienced professionals, you can unlock hidden opportunities and achieve the financial freedom you’ve always wanted.…  In this episode, Tim and Greg discuss their recent field trip to the Dallas-Fort Worth area. They discuss the importance of on-site and personally visiting properties as passive investors. They emphasize the benefits of seeing the properties and neighborhoods in person, rather than relying solely on investment decks and webinars. Tim and Greg share their experiences visiting six multifamily properties, noting the positive changes they observed, such as property improvements, new carports, landscaping, and engaged staff members.They also mention speaking with residents and gathering feedback about the properties and the team they are working with.Leave a positive rating and review of this podcast with just one click.WHAT TO LISTEN FOR1:09 Benefits of Visiting Real Estate Properties as a Passive Investor7:48 Property Renovations and Management11:17 Real Estate Investing and Property Management15:44 Investments and Retirement Strategies22:23 Building Relationships in Real Estate InvestingRESOURCES/LINKS MENTIONEDCONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Facebook | Instagram | LinkedIn | Email Greg | Email TimTim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

There are several of managing your finances that frees you from constantly trading your time for money. Imagine getting a monthly email letting you know that a significant amount of money has been effortlessly deposited into your account – a clear sign of your passive income…In this episode, Tim and Paul, alongside Thomas Castelli, a Tax Strategist and Investor, discuss strategies for blending accounting and real estate for passive income. They suggest surrounding oneself with good people, utilizing the right tools, and investing in real estate syndications to harness the wealth-building potential highlighted in books like "Rich Dad Poor Dad" and "The Richest Man in Babylon."The conversation discusses the importance of planning for taxes, understanding tax laws, and navigating complexities to reduce risks and maximize tax benefits for real estate investors.Leave a positive rating and review of this podcast with just one clickWHAT TO LISTEN FOR5:26 Thomas’ Firm together with passive investors9:50 Guiding Clients through Property Investment Challenges12:25 Impact of Passive and Non-Passive Income30:02 Real Estate Professional StatusRESOURCES/LINKS MENTIONEDTax-Free Wealth by Tom WheelwrightThink and Grow Rich by Napoleon HillRich Dad Poor Dad by Robert KiyosakiThe Richest Man in Babylon by George Samuel ClasonCONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Facebook | Instagram | LinkedIn | Email Greg | Email TimTim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Want another unique way to invest in real estate? Join the world of Industrial real estate investments. Many think industrial investments mainly focus on Amazon distribution warehouses or electrical supplies. Little do they know that uncovering the veil on industry leads to various assets, that with the right strategy, it will take you to the next level of investing. It may be confusing, but with Mag Capital on your side, you can start a unique investment opportunity that offers stability, predictability, and long-term growth. In this episode of the Passive Income Brothers Podcast, we have Neil and Drew Wahlgren, brothers from Mag Capital, a private investment firm specializing in a unique approach to a private placement in the industrial real estate space. Tune in as they discuss Mag Capital's specialization in the world of real estate, industrial real estate investing, mitigating property risks, triple net lease strategy, and more. Leave a positive rating and review of this podcast with just one click. WHAT TO LISTEN FOR8:00 Mag Capital and Industrial Properties13:23 The Investing Thesis Behind Industrial Triple Net Lease18:56  Criteria To Confirm A Great Tenant25:40 Mag Capital’s Added Values For Tenant29:05 How Mag Capital and Investors Earn Money33:32 Mitigating Risk on Properties Or Asset Class38:43 Real-World Example of How Wahlgren Brothers Work41:15 Sales Leaseback Strategy RESOURCES/LINKS MENTIONEDMag Capital’s Official Website: https://magcp.com/ CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Facebook | Instagram | LinkedIn | Email Greg | Email TimTim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Some people think that setting big goals for the new year can lead to disappointment and failure. However, by taking a strategic approach and setting realistic yet challenging objectives, it is possible to achieve success in different areas of life. It is important to anticipate obstacles and plan for setbacks so that one can stay strong and determined throughout the journey.In this episode, Tim, Greg, and Trevor talk about strategies for a purposeful start in 2024. They recommend mindful investing in real estate, questioning traditional financial beliefs, and using personal connections. The trio discusses the importance of setting realistic but ambitious goals, dealing with challenges in real estate investment, and recognizing how the people we surround ourselves with affect our financial growth.Leave a positive rating and review of this podcast with just one clickWHAT TO LISTEN FOR2:19 Coach Team Tips for a Successful Start to 20247:46 Discussing the Power of Psychology in Investment Success12:12 Setting Bold and Realistic Goals20:57 Ensuring Balanced Goals for Relationships and Health26:33 Building Consistency to Prevent Motivational Burnout35:39 Addressing Perceived Risks in Real Estate37:35 Kiyosaki's Financial Philosophy39:37 Jim Rohn's Wisdom on Personal Growth and RelationshipsRESOURCES/LINKS MENTIONEDTrevor McGregor Coaching by Trevor McGregorCONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Facebook | Instagram | LinkedIn | Email Greg | Email TimTim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Success often comes at a price. In real estate investing, the path is riddled with challenges, financial setbacks, and personal sacrifices. The early days, as a single individual in the real estate space, allowed for a certain level of flexibility and risk-taking. However, as family dynamics changed, the perspective on success and priorities evolved.In this episode, Tim and Greg discuss strategies for Balancing Success in Real Estate and Personal Life. They suggest three principles that serve as the cornerstones of the family board meeting: easy to understand, buy into, and execute, ensuring tangible results that inspire continuous effort.They also highlight the 18 Summers Principle.Leave a positive rating and review of this podcast with just one clickWHAT TO LISTEN FOR2:03 Personal Life Events and Business Perspectives10:36 Building a Real Estate Portfolio13:35 Real Estate Investments with Different Focuses29:36 The Future Of The Bill To Rent Space In Real EstateRESOURCES/LINKS MENTIONED18 Summers by Jim SheilsCONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Facebook | Instagram | LinkedIn | Email Greg | Email TimTim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Banks were hesitant to provide loans for self-storage projects, and it was generally perceived as an unconventional choice within the real estate market. However, Self-storage has emerged as a fascinating and lucrative asset class, attracting investors seeking passive income and long-term wealth.In this episode, Tim and Greg delve into a riveting discussion on the transformative power of self-storage, particularly in times of crisis. AJ's mission is to teach others about financial freedom and security, turning his hardships into a platform for empowering individuals seeking economic independence.They also highlight the importance of resilience and determination to turn challenges into opportunities.Leave a positive rating and review of this podcast with just one clickWHAT TO LISTEN FOR8:06 Self-storage investing and business growth13:38 Paralysis, financial struggles, and recovery22:05 Real estate investing and financial engineering37:32 Real estate investing strategies and market trendsRESOURCES/LINKS MENTIONEDCedar Creek Capital by Aj OsborneCONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Imagine transforming your financial landscape by strategically navigating tax brackets and maximizing returns. By optimizing your investments, you can discover how understanding the complicated parts of your tax situation can be the key to unlocking unexpected financial benefits and achieving your wealth goals.…  In this episode Tim and Greg along with their guest, Don Hosmer, discuss how you can gain passive income through an investment in the oil and gas industry. They explain how you can reduce taxes through such an investment, how the industry has evolved through the years, and also warn about the downsides of taking the risks of being in the business.They also highlight the importance of having a consulting professional who can help you diversify your investments to help mitigate risks.Leave a positive rating and review of this podcast with just one click.WHAT TO LISTEN FOR5:55 Tax Benefits of Investing in Oil and Gas 11:13 Passive Income Using Oil Investment16:07 Oil Drilling and Investment Opportunities21:17 Investment Risks27:13 Tax-free Wealth31:13 The Importance of Diligence in Investing35:57 Why Education is VitalRESOURCES/LINKS MENTIONEDTax-Free Wealth by Tom WheelwrightCONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club.Facebook | Instagram | LinkedIn | Email Greg | Email TimTim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

There are several things people typically do by the end of the year. Make charitable donations, clean out the medicine cabinets and bathroom drawers, declutter, clean out the refrigerator, review your goals, organize photos from the past year…   In this episode Tim and Greg discuss strategies for real estate investing as the year 2023 comes to a close. They suggest five key steps for investors: reviewing and assessing investment goals, reviewing the performance of existing investments, consulting a real estate tax professional, considering the diversification of the investment portfolio, and staying informed about current real estate market trends.  They also highlight the importance of cost segregation studies for tax efficiency and warn against emotional investing.  Leave a positive rating and review of this podcast with just one click WHAT TO LISTEN FOR3:16 Review and Assess Investment Goals6:12 Review Performance of Existing Investments10:37 Consult a Real Estate Tax Professional14:47 Understand and Diversify Real Estate Portfolio RESOURCES/LINKS MENTIONEDTax Free Wealth by Tom WheelwrightConveyor Belt Theory by Jake and Gino CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club. Facebook | Instagram | LinkedIn | Email Greg | Email Tim Follow so you never miss a NEW episode! Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

In this episode Tim and Greg interview Tyler Chesser, a successful real estate investor and host of the Elevate podcast. Tyler shares his journey from working in corporate America to becoming a real estate entrepreneur, emphasizing the importance of personal development and mindset in achieving success.  He discusses the value of investing in oneself, surrounding oneself with successful people, and the role of coaching in personal and professional growth. Tyler also shares his perspective on the current economic climate and the importance of playing the long game in real estate investing. Leave a positive rating and review of this podcast with just one click WHAT TO LISTEN FOR4:17 Tyler’s Transition from Employee to Entrepreneur8:04 Learning From Challenges and Developing Mindsets10:01 When You Realize the Potential of Real Estate ABOUT TYLER CHESSERTyler worked in marketing for a global restaurant company climbing the corporate ladder (slowly). One day he realized he was “waiting” to be promoted to the next level and needed to take more control. Success and growth depended on how well he updated his resume. He became a licensed salesperson, immersed himself in real estate, and took control of his future. These were the first steps… CONNECT WITH TYLERWebsite CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club. Facebook | Instagram | LinkedIn | Email Greg | Email Tim Follow so you never miss a NEW episode! Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Brian shares his journey from having no money and no marketable skills, to flipping houses to gradually owning 4,000 units of multifamily properties. The initial challenges were using credit cards for financing and leveraging private capital. Today, Brian emphasizes the importance of preserving investors' principal and earning a return as the top priorities in his business.  He also discusses his recent decision to sell off most of his properties in anticipation of a market downturn.  Leave a positive rating and review of this podcast with just one click WHAT TO LISTEN FOR2:07 The importance of Starting Small and Scaling Gradually14:23 Preservation of Principal is Priority24:02 Market Sensitivity and Strategic Asset Liquidation26:51 The Impact of Economic Cycles on Real Estate Investments RESOURCES/LINKS MENTIONEDBrian’s Resources material ABOUT BRIAN BURKEBrian is the President and CEO of Praxis Capital Inc, a vertically integrated real estate private equity investment firm. He’s acquired over 800 million dollars’ worth of real estate over a 30-year career including 4,000 multifamily units and more than 700 single-family homes. CONNECT WITH BRIANWebsite CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club. Facebook | Instagram | LinkedIn | Email Greg | Email Tim Follow so you never miss a NEW episode! Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

The headline for the event sums up the investing atmosphere:“Not since the 1970’s has the world faced such a formidable and uncertain investing environment.” It was a great time to attend the 49th annual New Orleans Investment Conference. In this episode Tim and teammate Paul Dircks share their experiences at the event. The conference focused on real assets, including real estate, oil, gas, and industrial metals. There’s never been a more important time to be diversified and staying informed about global financial trends. They also discuss the potential impact of a recession, higher interest rates, and inflation on investments, as well as the n importance of understanding the people leading the companies or investments, being patient with investments, and considering the role each investment plays in your overall portfolio. Leave a positive rating and review of this podcast with just one clickWHAT TO LISTEN FOR11:18 Macroeconomic Trends and the Future of the US Dollar24:11 The Impact of Inflation and the Financial Repression on Different Classes25:13 Government Debt, Inflation, and Taxation27:35 Investment Principles for Uncertain Times CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club. Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

In the 100th episode of the Passive Income Brothers Podcast, Tim and Greg reflect on their journey in real estate investing and podcasting. They discuss their experiences with various guests, including Maurice Philogene, Colin Schwartz, John Gelder, and Ryan Serhant. They also talk about their first real estate deal in York, Pennsylvania, and how it led them to become capital raisers.  And if you’d like to get a free electronic copy of Tim's book, "Bringing Value, Solving Problems, and Leaving a Legacy," just send Tim an email tim@citysidecap.com.  Prefer a hard copy of the book? Done. Just leave a five-star rating and review.You can leave that five-star rating with just one click WHAT TO LISTEN FOR6:32 Key guests over the first 100 episodes and what we learned from them10:27 Networking and overcoming challenges16:30 From hell raisers to capital raisers23:16 Personal growth and community building CONNECT WITH USTo learn more about investment opportunities, join the Cityside Capital Investor Club Facebook | Instagram | LinkedIn | Email Greg | Email Tim Follow so you never miss a NEW episode! Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.