Zen and the Art of Real Estate Investing

Latest Episodes:

073: Finding and Funding Real Estate with Anson Young Oct 02, 2023

Show notes

If wholesaling real estate isn't something you've ever considered, it might be time to start. While every career is different, wholesaling can be one of the most lucrative ways to build your investment portfolio.

On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes guest Anson Young. Anson is the author of Finding and Funding Great Deals and began his real estate career nearly two decades ago. He is also an agent, podcaster, and a family man.

During their conversation, Anson tells the story of how he came to write his book, which was one of the first books on the market about wholesaling. Jonathan uncovers Anson's marketing process for finding deals, his strategy for choosing where to buy properties, and the book Rich Dad Poor Dad's influence on him early in his career. They also discuss his first property investment, why it's crucial to remain authentic and build relationships in this business, and his thoughts on gurus flooding the marketing with their courses.

Let's dive in to get more of Anson Young's perspective on wholesaling and creating a reputation based on authenticity!

In this episode, you will hear:

The story behind Anson Young's book, Finding and Funding Great Deals
The number one way he finds deals and why this old-school method still works
Anson's current preferred list and the importance of consistency and messaging
His targeted markets and how he chose them
How Anson evaluates where to invest in a particular city and why different tactics work for other investors
Wholesaling the current real estate market and where some wholesalers are going wrong
Where Anson's interest in real estate originated, how the book Rich Dad Poor Dad influenced his thinking about real estate investing and his first investment property
Why it was valuable for him to get his real estate license and the benefits it provides
Anson's perspective on chasing money versus understanding that this business is about relationships
His opinion on all of the gurus in real estate today offering courses
How he's built a life with intentionality around the things that are most important to him

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If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at http://www.trustgreene.com/podcast/zen/073 to download it.

Supporting Resources:

The Property Squad website - www.propertysquadHQ.com

Find Anson Young on YouTube - www.youtube.com/@ansonyoung

Anson on Instagram - www.instagram.com/younganson

Connect with Anson Young on LinkedIn - www.linkedin.com/in/ansonyoung

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - info@streamlined.properties

Episode Credits:

If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

072: Creating a Deal Machine by Driving for Dollars with David Lecko Sep 28, 2023

Show notes

Most real estate investors have heard the term "driving for dollars." In the past, it meant using paper and pen to take notes. Maybe you'd follow up--but perhaps you'd forget.

In this episode of Zen and the Art of Real Estate Investing, Jonathan sits down to chat with David Lecko, CEO of DealMachine, an app designed to help investors "drive for dollars" using modern technology. DealMachine strives to streamline the process of locating properties, including information like property data and owner contact information. David designed this app after becoming frustrated at losing out on a property he had previously targeted as a potential investment. Ultimately, he learned there was a market for this kind of tech in real estate, and the rest is history.

Jonathan and David unpack the crux of the driving-for-dollars strategy, what lies at the heart of the success of DealMachine, and why meetup groups matter so much to real estate investors. They explain why it's okay not to have a script when speaking with property owners, what they're both doing in real estate as interest rates and prices remain high and how David helps investors overcome analysis paralysis. Finally, they explore the idea of creating your own luck in this business.

Jonathan's conversation with David Lecko is insightful, interesting, and thought-provoking for new and seasoned real estate investors.

In this episode, you will hear:

David Lecko's introduction to real estate and how a demanding job ultimately led him to make a career switch
A chance encounter at a meetup that gave him the idea to sell the app he developed
David's first property investment and how he funded the renovation with credit cards
The goal of the Driving for Dollars app and why it makes it easier for potential investors to follow up on properties
The role of meetups in his investing journey and business model
What investors are struggling with in today's market
Why your goal shouldn't be to try to time the market
How David handled his first deal opportunity and what he would tell someone else to do in that situation today
Some issues that prevent investors from getting started and David's tips for overcoming analysis paralysis
Where his customers initially came from, and what he does to retain them today
His podcasting experience and the most enjoyable parts of podcasting
The biggest lesson David Lecko has learned about investing

Follow and Review:

Supporting Resources:

DealMachine website - dealmachine.com

Find David Lecko on YouTube - www.youtube.com/davidlecko

David on Facebook - www.facebook.com/profile.php?id=100091388075419

Connect with David on LinkedIn - linkedin.com/in/davidlecko

David Lecko on Twitter - twitter.com/tweetingdavid

Find David on Instagram - www.instagram.com/dlecko

David's TikTok account - www.tiktok.com/@davidlecko

DealMachine Real Estate Investing Podcast on Apple Podcasts - podcasts.apple.com/us/podcast/the-dealmachine-real-estate-investing-podcast/id1667656532

DealMachine Real Estate Investing Podcast on Spotify - open.spotify.com/show/0hn1ZGx59ETNoOsbXWeMoe

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - info@streamlined.properties

Episode Credits:

071: How to Save on Your Taxes as a Real Estate Investor with Amanda Han & Matt MacFarland Sep 25, 2023

Show notes

Taxes can be tricky for anyone, but they can be especially challenging for new investors. Finding the right tax professional to help can save you tremendous amounts of time and money.

On this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with accountants Amanda Han and Matt MacFarland to untangle some of the mysteries surrounding real estate investing and taxes. Amanda and Matt are the founders of Keystone CPA. They are also real estate investors, so they have a unique understanding of what beginners and expert investors need to know when it comes to taxes.

Jonathan, Amanda, and Matt identify one of the main pillars of effective tax savings for investors, why there is no one-size-fits-all property for investors, and the benefits a 1031 exchange can bring to your tax situation. They also explore the concept of depreciation, why investors are required to take depreciation, and what makes it a significant benefit to investors. Finally, you'll hear Amanda and Matt's take on leverage and some of the investors' biggest tax blunders.

If you're confused about taxes and want to feel more confident as you up your real estate investing game, you won't want to miss this episode with Amanda Han and Matt MacFarland.

In this episode, you will hear:

The one area of taxes where real estate investors need the most help
The value of good bookkeeping and getting a system in place that works for you
Who can save money on taxes, and why your investor level doesn't matter
How Amanda Han and Matt MacFarland decided to get into real estate together as a married couple
Why there isn't one particular property type that can allow a regular investor to save on taxes
The pros and cons of using a 1031 exchange
What a reverse 1031 exchange is, and who it works best for
The real definition of "like-kind" when using a 1031 exchange
Where real estate investors can take depreciation, which can be a big benefit to them as investors. and some misconceptions surrounding depreciation
Leverage and how you can use it to your benefit
How Amanda and Matt began to understand more about the investing world as they helped investor clients
The story behind the book they wrote for Bigger Pockets
Some areas of taxes where real estate investors are making blunders
Who LLCs are for and when they become useful
The benefits of using trusts to place property in your kids' names
Some pitfalls investors may run into as they buy properties in the current economic climate

Follow and Review:

Supporting Resources:

Keystone CPA's website - https://www.keystonecpa.com/

Keystone CPA on YouTube - www.youtube.com/channel/UCvL8-Sq9NtVbh_SO6oDmmAg/featured

Amanda Han on Facebook - www.facebook.com/amanda.han.71

Connect with Amanda on Instagram - www.instagram.com/amanda_han_cpa

Amanda's LinkedIn profile - www.linkedin.com/in/amandayhan

Find Amanda Han on Twitter - twitter.com/AmandaHanCPA

Amanda on TikTok - www.tiktok.com/@amandahancpa

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - info@streamlined.properties

Episode Credits:

070: High-Quality Real Estate Investments at Scale with Veena Jetti Sep 21, 2023

Show notes

Whatever career you're in--real estate investing or Corporate America--setting goals is the foundation of success. Goal-setting offers a definitive path to get where you want to go.

In this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Veena Jetti, founder of Vive Funds. Vive Funds specializes in carefully curating high-quality real estate investments at scale. Veena has more than a decade of real estate experience and more than $1 billion in real estate assets throughout her career.

Jonathan uncovers why Veena Jetti wishes she'd jumped directly into multifamily properties rather than starting in residential real estate, why people don't scale their investing fast enough, and the positive impact her investments allow her to make. They also discuss how Veena sources capital, her investment strategy, and when she says no to opportunities.

Veena's generosity, humility, and desire to help others create their own success shine through in a conversation you won't want to miss.

In this episode, you will hear:

Veena Jetti's family background in real estate and how she decided to become a real estate professional.
The beginning of her real estate investment career in residential properties, when she began to scale it to multifamily properties, and why she wishes she'd started in multifamily.
Why goal-setting can help you create a plan to get where you want to be.
How Veena initially raised capital and why it's easier today than it was then.
The ILI model (income, lifestyle, impact), its influence on her work, and her struggle with imposter syndrome.
What excites her the most today and the impact she's making.
Her advice for new investors who want to get started and the tone you should strive to set at the beginning.
Social media as a tool for partnering with people like you who want to invest.
Veena Jetti's current buy box and her risk tolerance.
The approach she's taking to states where the disaster potential is greater.
Commercial debt and why it's a factor in deals Veena is considering.
The appeal of real estate as a tangible investment and what she's buying now.
Veena's advice for investors, both seasoned and new.
How she evaluates a market for Vive Funds.

Follow and Review:

Supporting Resources:

Vive Funds - www.vivefunds.com

Veena Jetti on YouTube - www.youtube.com/@veenajetti1

Mastering Multifamily with Veena Jetti - www.facebook.com/groups/482404780511836

Veena's Instagram account - www.instagram.com/veenajetti

Connect with Veena on LinkedIn - www.linkedin.com/in/veena-jetti

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - info@streamlined.properties

Episode Credits:

069: How to Become a Hands-Off Investor with Brian Burke Sep 18, 2023

Show notes

A career in real estate may start small, but over the years, with thoughtful actions, it can lead to more significant opportunities. Scaling to the next level isn't always easy, but it is definitely rewarding.

On this episode of Zen and the Art of Real Estate, Jonathan's guest is Brian Burke, president and CEO of Praxis Capital, a vertically integrated real estate private equity investment firm. Brian is also the author of The Hands-Off Investor: An Insider's Guide to Investing in Passive Real Estate Syndications. During his 30-year career, he's acquired over $800 million in real estate.

Jonathan and Brian dive into Brian's career in real estate, from purchasing foreclosures in the beginning to creating software for his real estate business and his shift to multifamily properties during the 2008 real estate crash. They also discuss why investors should diversify their asset classes, who Brian's investors are, and why he almost gave up on his real estate career during the 2008 real estate crash. Finally, Brian explains the current disconnect between buyers and sellers when it comes to fair property sale prices.

With more than 30 years in real estate investing, Brian Burke's unmatched knowledge and experience make this a can't-miss episode.

In this episode, you will hear:

Brian Burke's first exposure to real estate when his parents received a foreclosure notice on their front door
His start in real estate with foreclosures in the late 1980s, which led to Brian creating software to help him organize his business
How he systematized his process for purchasing foreclosure properties, including inspections
The organic scaling of Brian's business and why he changed paths to multifamily properties when he realized that foreclosures might eventually dry up
Multifamily syndications and the requirement to stay involved for multiple years at a time
What a debt fund is, and how it relates to an equity fund in syndications
The importance of diversification of asset classes for investors and vetting who you're investing with
How Brian Burke came up with the passive-investing topic for his book, The Hands-Off Investor
Who his investors are and why you should be working with more than one sponsor
The impact of 2008 on Brian's real estate career, the reason he almost gave up, and what he would do differently today
Why some people come to syndications because they weren't good mini-operators on their own
The disconnect between buyers and sellers when it comes to what a fair price is for property
His advice for investors who want to get into the market now and where his business is going

Follow and Review:

Supporting Resources:

Praxis Capital website - www.PraxCap.com

Find Praxis Capital on Facebook - https://www.facebook.com/praxcap/

Connect with Brian Burke on Instagram - https://www.instagram.com/investorbrianburke

Praxis Capital on LinkedIn - www.linkedin.com/in/praxiscapital

Connect with Praxis Capital on Twitter/X - https://twitter.com/praxcap

Get Brian Burke's book - www.BiggerPockets.com/SyndicationBook

Find Praxis Capital on Instagram - https://www.instagram.com/praxcap/

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - info@streamlined.properties

Episode Credits

068: Building a Real Estate Investing Community with Grace Gudenkauf Sep 14, 2023

Show notes

Exposure to real estate investing can come in many different ways. It may be your parents becoming accidental landlords when you're a kid. Maybe your partner listens to the BiggerPockets podcast in the car. Whatever it is, it can put you on the path to changing the trajectory of your life with real estate investing.

On this episode of Zen and the Art of Real Estate Investing, Jonathan's guest is Grace Gudenkauf--a 25-year-old real estate investor making waves on social media. She shares how she bought her first investment property, the properties she's focused on purchasing today, and how she finances them. Grace also explains what her community, Women Invest in Real Estate (WIIRE), does and her future plans for the community. Finally, Grace reveals some of her best secrets for creating more profit in real estate.

Grace Gudenkauf is the co-founder of Good Morning Investments as well as the co-founder of Women Invest in Real Estate (WIIRE). At just 25 years old, she has amassed an impressive property portfolio and wants to teach other female investors how to succeed in real estate investing.

Grace has taken the real estate world by storm in just two and a half years, and you won't want to miss what she's learned.

In this episode, you will hear:

Grace Gudenkauf's initial interest in real estate as a kid and when she decided to jump into real estate investing herself
How she started real estate investing with a house hack, which led to investing in other properties
Why she buys most of her properties off-market, and where she sources them from
Grace's young age, its impact on her property purchases, and what it's like to be a female investor in a male-dominated industry
The property types she's currently focused on and why clustering your properties can allow you to create more profit
Using a personal touch, such as handwritten letters to connect with property owners
The difficulty of switching from a DIY investor mentality to a business owner
What the WIIRE community is, why Grace started this project with her friend Amelia McGee, and how it helps its members overcome analysis paralysis
The differences between a WIIRE retreat and a conference and why retreats are better for creating relationships and connections
Lessons Grace Gudenkauf has learned from building and growing WIIRE and her future property plans
How she finances her property purchases and the nuances that come into play
What Grace believes is wrong with real estate today and what to look for in meetups

Follow and Review:

Supporting Resources:

WIIRE's website - www.womeninvestinrealestate.com

WIIRE on Facebook - www.facebook.com/groups/wiire

Connect with Grace Gudenkauf on Instagram - www.instagram.com/grace.investing

Find the WIIRE community on Instagram - www.instagram.com/wiire.community

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - info@streamlined.properties

Episode Credits

067: Creating a Better Life Through Simple Investments with Martin Saenz Sep 11, 2023

Show notes

One of the biggest motivations people often have for getting into real estate investing is the desire to leave the corporate world behind. The daily grind can be soul-crushing, so the allure of a passive income draws many new investors to the real estate world.

In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Martin Saenz. Martin and his wife started a business after he was fired from his corporate job. At the same time, they began educating themselves on real estate investing, leading to a focus on industrial real estate. Eventually, their interests shifted, and Martin dove headfirst into mortgage note investing. Ten years later, Martin is a managing partner of BeQuest Funds in Sarasota, Florida, and helps others find the passive income he sought in mortgage note investing.

You'll hear Martin share his real estate story and how he shifted from his preference for industrial real estate to mortgage notes. He explains why you need people in your properties to ensure consistent payment as a note investor, why it's considered a shadow industry, and what investors should expect when they invest money with someone like Martin. Finally, he explains how to evaluate an investment using the net cash flow of each asset.

Mortgage note investing is a type of real estate investing that can sound complicated, but Martin Saenz breaks it down so anyone can grasp how it works.

In this episode, you will hear:

Martin Saenz's early interest in real estate and how he discovered the corporate life wasn't the one he wanted
His first real estate investment purchase and the other purchases it led to
Why Martin focused on industrial real estate and its diverse uses
How he shifted into becoming a mortgage note investor and some of the biggest lessons he learned in the beginning
The importance of having someone in a property to ensure you receive payments consistently because the home is collateral for the note
Where you can purchase notes and why it's called a shadow industry
What investors can expect when they come to Martin's company
Martin's relationship with homeowners and how that directly correlates to his high collectability percentage
His belief in building passive income through assets and real estate's reliability as a hard asset
How Martin Saenz uses net cash flow of each asset to evaluate an investment
His initial attraction to mortgage notes and why it still works so well for him

Follow and Review:

Supporting Resources:

BeQuest Legacy Investing - bqfunds.com

Connect with Martin Saenz on LinkedIn - www.linkedin.com/in/martin-saenz-BeQuest

Find Martin on Twitter/X - twitter.com/martin_j_saenz

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - info@streamlined.properties

Episode Credits

066: Building a Legacy Through Self-Storage with Travis Baucom Sep 07, 2023

Show notes

Investing in traditional forms of residential real estate isn't for everyone. Tenants may not pay, HVAC units break, and a litany of problems can arise. If you want to invest in real estate but don't want the hassle of regularly dealing with tenants, there are some asset-class alternatives that may be perfect for your particular willingness to deal with the hassle. One of those is self-storage units.

Self-storage units today are often mostly self-managed, making them an ideal investment for someone who wants a low-maintenance investment opportunity. You can increase rents, and tenants will often stay anyway because they don't want the inconvenience of moving their stuff. In the right locations, there are great deals. For these reasons and more, self-storage can be an appealing way to get into the real estate investing game.

In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Travis Baucom to the show. Travis shifted his focus from investing in multifamily and residential real estate to self-storage a few years ago. It quickly took off, and as a syndicator, he helps others get into the self-storage investing game.

Travis has learned a lot of lessons about what works and what doesn't in self-storage, and he explains to Jonathan why it's perfect for someone who wants to avoid the problems that can come with residential tenants. Don't miss his wisdom about what to look for in a self-storage opportunity.

In this episode, you will hear:

What drew Travis Baucom to self-storage after a long stint in residential real estate
The benefits of self-storage
How he staffs his facilities, and why some of them aren't staffed at all
Some of the different types of self-storage units and Travis's preferred types
Why mom-and-pop self-storage facilities make it easier to add units
His first self-storage purchase and why both low and high occupancy have benefits
The ability to raise rents on self-storage and why most people will stay despite increasing rent
The data Travis considers about the area when he's looking to buy a self-storage facility
Why he prefers not to do ground-up construction and instead add expansions
The average occupancy rate of the facilities Travis takes over
What he looks for in a unit--from size to location and what his investors are looking for
How storage facilities are more recession-proof than other investment vehicles
Travis's advice for someone looking to invest in self-storage

Follow and Review:

Supporting Resources:

Balcomie Capital website - www.investinstoragedeals.com

Find Travis Baucom on Facebook - www.facebook.com/people/Travis-Baucom/8359225

Travis on Instagram - www.instagram.com/travis_baucom

Connect with Travis on LinkedIn - www.linkedin.com/in/travisbaucom

Find Travis Baucom on Twitter - twitter.com/TravisBaucom

Website - www.streamlined.properties

YouTube - www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - info@streamlined.properties

Episode Credits

065: Financial Freedom For Everyone with Charlie Hardage Sep 04, 2023

Show notes

Part of the challenge in real estate investing is finding the right niche. Residential real estate isn't for everyone--especially if you're an investor seeking more passive investment vehicles.

In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Charlie Hardage to the show. Charlie is a military veteran who believes financial freedom should be attainable for everyone. After reading Rich Dad Poor Dad while deployed, Charlie began learning more and more about real estate investing. You'll hear him explain how he won his wife's support, how he discovered his niche, and why you need a personal brand if you're going to be a successful real estate investor.

Charlie Hardage is the co-founder of H&K Investment Group and Passive Profits, both based in the Nashville, Tennessee, area. A former member of the U.S. Army, today, Charlie is a full-time multifamily investor passionate about teaching others how to use real estate investing to achieve financial freedom.

If you want advice on finding your niche and overcoming your investing fears, this episode is for you.

In this episode, you will hear:

Charlie Hardage's exposure to real estate at an early age
The increase in popularity of real estate investing in the military
How Charlie discovered his real estate niche after he left the military and why he struggled with "shiny object syndrome"
His wife's involvement in their real estate investing and why it took a while for her to come around to the idea
Due diligence as a limited partner and how that changed over time as he became more comfortable with investing
Why he wants to know the worst deal a co-GP has done and its importance
The markets where he's investing now and how he's discovering those areas
The types of real estate Charlie is investing in now and where his focus is
How you can overcome your aversion to risk and take the first step toward investing
What financial freedom means to Charlie and why he wants to help bring it to everyone
The need for a personal brand when you begin raising capital
Charlie's advice for getting information about other investors
The value in personalization when you're competing with conglomerates
Where he's looking to invest next and the impact he's having with his content

Follow and Review:

Supporting Resources:

H&K Investment Group - hkigllc.com

H&K Investment Group on YouTube - youtube.com/@buildwealthinrealestate

Find Charlie Hardage on Facebook - www.facebook.com/charlie.hardageiii

Charlie's Instagram - instagram.com/buildwealthinrealestate

Connect with Charlie on LinkedIn - www.linkedin.com/in/charleshardage

Listen to The Passive Investor's Playbook - open.spotify.com/show/2MM1empAITxm2RrAkQ1BmQ

Website - www.streamlined.properties

YouTube -www.youtube.com/c/JonathanGreeneRE/videos

Instagram - www.instagram.com/trustgreene

Instagram - www.instagram.com/streamlinedproperties

TikTok - www.tiktok.com/@trustgreene

Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp

Bigger Pockets - www.biggerpockets.com/users/TrustGreene

Facebook - www.facebook.com/streamlinedproperties

Email - info@streamlined.properties

Episode Credits

064: Shattering Money Myths with Stephanie Walter Aug 31, 2023

Show notes

When most people contemplate retirement, they think about their 401(k)s or similar investment vehicles. They may also consider real estate--but not in the ways that it can be most effective in retirement.

In this episode of Zen and the Art of Real Estate Investing, Jonathan speaks to Stephanie Walter, founder and CEO of Erbe Wealth. You'll hear how Stephanie shifted from investing solely in residential real estate to syndications, ultimately leading her to sell her insurance business and create a full-time real estate investing career. She explains some of the greatest money myths, where she's most interested in investing today, and her thoughts on the future of commercial redevelopment.

Stephanie Walter is a wealth strategist, speaker, and syndicator who "retired" in 2021 when she sold her insurance business of 16 years in 2021. She teaches hardworking professionals to redefine what wealth and investing can look like. Stephanie believes her strategy for achieving wealth is available to anyone willing to change their mindset.

Don't miss this episode, where you'll hear some secrets of the wealthy!

In this episode, you will hear:

How Stephanie Walter's father first introduced her to the idea of real estate investing
Her first investment property and why she chose a less popular location
Stephanie's shift from the insurance industry into full-time real estate investing and syndication
Raising money for syndications and why she only works with accredited investors
The value of referrals in real estate syndications and who Stephanie's ideal investors are
The way the wealthy view money and how their perspective changed how she viewed her investments
What her company, Erbe Wealth, does and some of the biggest money myths surrounding building wealth
Why more investors are diversifying their portfolios with real estate
The increase in the syndicator pool
The locations of Stephanie's properties and why she's now concentrating on areas near her instead
What the wealthy's risk tolerance really looks like
The investments she's looking for now in larger-scale deals
Where she thinks syndications are going and why she's shifting her investment strategy
The future of commercial redevelopment
Stephanie's new book and where you can find it
Her dad's advice that shaped the way she views real estate