The Investor Mindset - Name Your Number Show [$]

Latest Episodes:

E269: Accredited Investor - Steven Pesavento Nov 15, 2021

Show notes

What is an accredited investor? What is the difference between being accredited or not? Are you one, and if not, how do you become one? Steven dives into all things about being an accredited investor to answer these questions and more.

Key Takeaways:

There are three simple tasks that the Security Exchange Commission has put out that determine whether or not you're accredited.
Your approximate net worth helps sponsors determine the right investment opportunities for you.
If you are non-accredited it is important for you to build a relationship with the sponsor so that they can determine if you are a good fit for the current investment opportunities that are open.

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E268: Finding Value At Every Event - Steven Pesavento Nov 11, 2021

Show notes

Steven often gets asked about the time and commitment he puts in to attend events around the country. For him, it is mainly about one thing: Connection. In this episode, Steven shares the importance of attending with an intent in mind and how you can draw further value from the ones you attend.

Key Takeaways:

Ask yourself why you are attending and what you hope to receive or achieve while there.
Don’t underestimate your own value when approaching others
You cannot plan for everything so keep an open mind to learning new strategies that come from new connections.
There is nothing better than finding a way to connect and add value.

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E267: How Can I Be of Value? - Steven Pesavento Nov 08, 2021

Show notes

How do you go to the next level when you're networking, when you're connecting, and when you're out in the world? How do you figure out the best way to be able to attract people into your environment? Steven discusses how you can build your value in order to be of service to others, to build trust and elevate your passive investing business.

Key Takeaways:

When you genuinely look to serve others before serving yourself, that value will naturally come
Being someone of value will make you end up attracting the right kind of people into your world
You might not talk to as many people but if you go deep, that depth is what builds a real relationship
If you start creating a reputation as a giver, everything you'd ever desire will be attracted into your world - the money, the people, the relationships, all of it

Resources Mentioned

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. www.investormindset.com/discover

Join InvestorMindset.com for more!

E266: The RIGHT Team - From Investors to Property Management - Chris Pomerleau Nov 04, 2021

Show notes

Finding the Right team can make a world of difference in your passive investment opportunities. Today’s guest, Chris Pomerleau discusses his experiences of getting started in real estate investing, and finding the right team to work with. Sometimes it requires making hard decisions but it all is for the benefit of everyone involved. Steven also shares about a new investment opportunity opening up in Dallas.

Key Takeaways:

You can continue or start doing what you want to do while investing in real estate
Look for local operators who have been executing in the business for a number of years that have that track record of experience and has been able to deliver success
Once you refinance that property, received back all of your capital and you're into the deal for $0, it’s the largest lightbulb you could possibly imagine
Important things to look at when it comes to Asset Management and Property Management
There's a lot more opportunity to create value if you have the ability to execute it well

Resources Mentioned

Looking for your next investment opportunity? Then join this passive investment opportunity webinar about the Estrella Apartments located in Dallas, Texas. Register at https://VonFinch.com/offer

About our Guest:

Chris Pomerleau

I began my career with a mission to help people live a better life. I practice family law, and I help many people with marriage dissolution, child custody, or domestic violence cases and more. I’m a determined advocate for all of my clients. My clients are in one of the most difficult situations of their lives, but with empathy and understanding I help them through.

As an equity manager of over $46MM in assets under management, I help others achieve freedom with passive income by investing in real assets without having to invest their time and effort. For them, I create passive investment opportunities so they can pursue their own passions and careers. C-Level executives, busy professionals, business owners, and others are now able to have more freedom and financial security by allocating more into our private investment offerings.

I am committed to being a resource to my clients and investors. I follow the professional motto “We make a living by what we get, we make a life by what we give,” as said by Winston Churchill.

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E265 - Sum of Your Community - Steven Pesavento Nov 01, 2021

Show notes

You are the sum of your community, personally and professionally. Listen in as Steven discusses one of the most important things that you can do to be able to scale up either actively or passively, and how this can really help you grow.

Key Takeaways:

Surround yourself with somebody who is bringing you upward and moving you in positive momentum in the direction you want to be.
Don’t allow them to act like anchors actually pulling you back while you're trying to move yourself forward.
Coaching and mentorship are a few of the best ways to surround yourself with people that will help develop and support your investor mindset
Spend time investing in yourself, attend mastermind sessions, listen to podcasts and you will find yourself in like minded communities

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E264: How Expensive is Real Estate Today? The Comparison Index - Jason Hartman Oct 28, 2021

Show notes

Jason Hartman joins Steven today to discuss the Hartman Comparison Index, which poses the question - ‘Compared to what?”. Listen in as they outline some powerful data about what's happening in the market today and compare that to the historical market.

Key Takeaways:

Investors are making huge mistakes, and have very scary blind spots because they only compare real estate to one thing when they should be comparing it to a lot of things to understand its value.
The diverse market can be broken down into three segments, linearly, cyclical, and hybrid
Adjusting for inflation, interest rate, and house price, real house prices are actually 27% lower than 21 years ago
Understanding the varying results when comparing the cost to two different “measuring sticks”.
A look at how to use the comparison index when starting to invest.

Resources Mentioned

Establish your relationship with VonFinch now for exclusive invite only opportunities. Schedule an introductory call now at https://www.vonfinch.com/call.

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest.

About our Guest:

Jason Hartman® has been involved in several thousand real estate transactions and has owned income properties in 11 states and 17 cities. His companies help people achieve The American Dream of financial freedom by purchasing income property in prudent markets nationwide.

https://www.jasonhartman.com

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E263: The Importance of a Sponsor Going Through a Recession - Steven Pesavento Oct 25, 2021

Show notes

Have you been through a recession or unpredictable market change and economic environment? In this episode, Steven talks about the importance of understanding the past, understanding the experiences of some of the operators that you're investing with, and why having a track record for 20 years isn't always necessary.

Key Takeaways:

Look for an operator and for a team that has been through market changes and navigated them well
Steven shares a partner story that led to some strategies that have been used in Von Finch to be in a phenomenal position to preserve capital
There is importance in reconnecting to those past experiences and studying the history in order to move forward when it happens again
Ensure you have preservation of capital and then create a phenomenal return in the long run

Resources Mentioned

Interested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/network

Join InvestorMindset.com for more!

E262 - The 1031 Exchange Strategy with Syndications - Steven Pesavento Oct 21, 2021

Show notes

Steven delves into the phenomenal topic of 1031 Exchanges and how powerful it can be to move into syndicated real estate. The 1031 exchange offers some great advantages to you as an investor, so listen in to the episode to learn how to make the most out of this strategy.

Key Takeaways:

A 1031 Exchange allows you to sell your current properties to purchase others in order to continue to grow your investment in a tax-deferred manner
How a third party qualified intermediary is needed for this strategy and how it works to your benefit
The benefits of syndication and private equity investing
Opportunities and support that VonFinch can offer for a 1031 exchange

Resources Mentioned

Connect with the VonFinch Capital Network to learn more at http://www.vonfinch.com/network

Establish your relationship with VonFinch now for exclusive invite-only opportunities. Schedule an introductory call now at http://www.vonfinch.com/call.

Join InvestorMindset.com for more!

E261: Be Impact Driven with Yourself and Your Investments - Evan Holladay Oct 18, 2021

Show notes

Steven is joined by Evan Holladay; developer, investor, and podcast host. This episode is truly about the mindset. The mindset to make an impact, to step out of your comfort zone, and find others to provide input and clarification as you continue your investment journey. It is a conversation that you will not want to miss.

Key Takeaways:

The pandemic has forced investors to think differently and look outside of the box
In times of uncertainty, you have to seek out advice and counsel because you are never going to know what the solution is unless you start asking questions
You have to step out of your comfort zone and find somebody who will help you be pulled forward so that you can really step into even more
Creating impact through your investments can be environmental, supporting your residents and your clients, as well as the surrounding community as a whole. Not only does it help your bottom line, but it also is helping the residents who then can help the property long term.

Resources Mentioned

Are you looking for High-Performance Business & Mindset Coaching? Schedule a call now and see how we can be of service to you. https://investormindset.com/discover

About our Guest:

Evan Holladay is a real estate developer and investor with over $225 million and 1347 units of multifamily real estate developed and invested.

Evan is Founder and CEO at Holladay Ventures where their team specializes in creating and investing in workforce, affordable and mixed income communities. Their mission is to create

quality housing opportunities and empower the residents to realize their full potential.

Evan is also the host of the iTunes Top 200 business and real estate podcast, “Monumental” where he sits down with top leaders and entrepreneurs making massive change in the world.

https://evanholladay.com/

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E260 - Value-Add with Income Producing Solar Panels - Steven Pesavento Oct 14, 2021

Show notes

In a follow-up to last week’s episode about value-adding with reduced expenses, Steven continues to share his strategies on adding value to the property. This episode is about solar panels and even though they can seem expensive, in the long-term they will provide a significant value-add to your property. Steven discusses his current project that is doing just that.

Do not miss these highlights:

Installing income-producing solar will reduce expenses, adding value as well
One of the biggest expenses that most projects deal with even on non-master metered properties, is the cost of electricity
If we create power below the market rate, we're able to create a massive amount of income for the property
Having the right relationships can significantly decrease the cost of installing solar panels
A solar power system is low maintenance in the long-term

Resources Mentioned

Want to learn more about this opportunity and whether it is right for you?

Join us at our next Passive Investment Opportunity Webinar. Learn more at www.vonfinch.com/offer

Join InvestorMindset.com for more!

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