Zen and the Art of Real Estate Investing

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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.

042: How to Achieve Tax-Free Wealth with Tom Wheelwright May 03, 2023

Show notes

When it comes to real estate and taxes, many investors just don't know what they're doing. That lack of education and understanding could cost them a lot of money.

There are multiple reasons someone might have yet to learn about how taxes affect their bottom line, and sometimes, it just comes down to them not being ready. But if you are prepared to learn, knowing some simple tax rules as they apply to businesses could save you a lot of money and go a long way toward helping you continue to build wealth.

In this episode of Zen and the Art of Real Estate Investing, entrepreneur, bestselling author, Rich Dad advisor, and international tax authority Tom Wheelwright joins Jonathan to talk about how tax knowledge can put your real estate investing career on a new trajectory. His book, Tax-Free Wealth, is a bestseller, and his new book, Win-Win Wealth Strategy, is a Wall Street Journal and USA Today bestseller.

Tom explains one of the secrets to building real wealth and why the U.S. government wants you to pay fewer taxes.

In this episode, you will hear:

Why people don't know what they're doing with taxes and real estate investing
You have to be in partnership with your accountant
What Tom's WealthAbility System is, and how CPAs can use it to make their work easier
Where new real estate investors get it wrong with their asset setups
The impact of depreciation and cost segregation
How Tom discovered accounting and why he says taxes don't have to be difficult
His book, Tax-Free Wealth, what inspired him to write it, and what his new book, Win-Win Wealth Strategy, is about
The Declaration of Financial Independence and the freedom wealth can give you
Tom's first exposure to real estate investing and when he began investing
His partnership with Robert Kiyosaki and how they met
Why investing isn't nearly as complicated as people think and his advice for new investors
A big mistake that real estate investors, in general, are making

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Supporting Resources:

Tom Wheelwright's website - tomwheelwright.com

LinkedIn - www.linkedin.com/in/tomwheelwright

Wealthability - www.wealthability.com

The Wealthability Show - podcasts.apple.com/us/podcast/the-wealthability-show-with-tom-wheelwright-cpa

The Win-Win Wealth Strategy -winwinwealthstrategy.com

Tax-Free Wealth - www.amazon.com/Tax-Free-Wealth-Massive-Permanently-Lowering/dp/1947588052

Who Not How - www.amazon.com/Who-Not-How-Accelerating-Teamwork/dp/1401960588

Rich Dad CASHFLOW Board Game - www.amazon.com/CASHFLOW-Board-Exclusive-Strategy-Delivered/dp/B00M085AMI

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

Instagram - www.instagram.com/streamlinedproperties

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

Episode Credits

041: Taking Note of New Investment Opportunities with Fred Moskowitz Apr 26, 2023

Show notes

When you think of real estate investing, you probably envision rental houses, multi-family units, or commercial properties. But just like other kinds of investing, real estate investing has layers. Knowing about and understanding these other investment vehicles can diversify and amplify your investing career.

Mortgage note investing is an alternative investment inside real estate investing, and it can have less risk than buildings. Buildings have to be managed and maintained, but a mortgage note leaves all the risk to the property owner.

In this episode of Zen and the Art of Real Estate Investing, alternative investor Fred Moskowitz tells Jonathan how he landed in mortgage note investing and why it's not as complicated as you might believe. A public speaker, entrepreneur, and author of The Little Green Book of Note Investing, Fred is an expert on navigating alternative investments and teaches others how they can do it too.

Don't miss this episode for tips on investing alternatives and Fred's advice for investors wanting to branch out.

In this episode, you will hear:

What prompted Fred to shift his career away from computer engineering and into real estate investing
The workshop he attended held by Jimmy Napier on investing in debt that caused Fred to begin buying mortgage notes
Why mortgage note investing is an alternative asset class but without the liability and work of managing properties while diversifying your portfolio
How to buy notes and why it isn't as tricky as it sounds
The steps to evaluating what a mortgage note is worth and what its long-term benefits are
Where you can attain access to mortgage notes and the role of industry relationships in buying these investments
The reason institutionally originated notes are a more stable investment than seller-financed notes
How Fred began to realize there were more ways to invest when he wanted to scale
His steps to building the relationships he needs to continue making transactions
What note funds are and how they can help you scale
The purpose of note-servicing companies
The concepts from Think and Grow Rich that still apply to Fred's career

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Supporting Resources:

Fred Moskowitz's website - www.fredmoskowitz.com

Find him on Facebook - www.facebook.com/thefredmoskowitz

Fred's Instagram - https://www.instagram.com/thefredmoskowitz

Connect with him on LinkedIn - www.linkedin.com/in/fred-moskowitz-3a92a9

Gift From Fred

Text the keyword MONEY to 215-461-4433

Invest in Debt book

Think and Grow Rich book

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

Instagram - www.instagram.com/streamlinedproperties

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

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

Episode Credits

040: Creating a Blueprint for Real Estate Success with Drew Breneman Apr 19, 2023

Show notes

Successful investors often take an interest in investing at an early age. One of the great gifts of youth is the self-confidence to try new things without knowing all the things that can go wrong. Without that information, you can make decisions at 20 that can completely change the trajectory of your life that you wouldn't have made at 40.

House hacking may be a new term, but the concept isn't. It's a great way to get started in real estate investing if you don't have a lot of funds to make an initial investment. And it's a common theme for successful real estate investors.

In this episode of Zen and the Art of Real Estate Investing, Drew Breneman from Breneman Capital talks to Jonathan about how he started investing in real estate at 19. Drew house hacked his first investment property, and his real estate portfolio has grown to $200 million. You'll hear how he did it and some lessons he's learned along the way.

Don't miss Drew's philosophy on investing and the book that changed his perception on dealing with people.

In this episode, you will hear:

Drew's interest in real estate from an early age, his entrepreneurial spirit in middle and high school, and how he started investing at 19 years old
Why learning by doing is often the best way to learn about something
The process Drew used to purchase his first property and why he never worried about developing a relationship with a real estate agent who would take him seriously
What he learned by interning with an industrial company that develops properties and how that turned into his first real estate partnership
The properties Drew is most interested in and the types he focuses on now
How he took advantage of house hacking to fund his initial investment property
Drew's advice to manage your first few deals yourself and what that teaches you
Be willing to reach out to those who are farther along in the investing journey
The How to Win Friends and Influence People book's influence on him and the importance of long-term thinking
The one piece of advice Drew would give to new investors

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

Instagram - www.instagram.com/streamlinedproperties

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

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

Drew Breneman's website - www.breneman.com

Drew's Twitter - twitter.com/drewbreneman

Drew on Instagram - www.instagram.com/drewbreneman

Drew's LinkedIn - www.linkedin.com/in/drewbreneman

Breneman Blueprint podcast - www.breneman.com/podcast

Episode Credits

039: How to Take Action From the Start as a Real Estate Investor with Victor Bell Apr 12, 2023

Show notes

Taking action is the single surefire way to get started in any profession. It is especially true in the real estate world because, with all the available information, it's easy to get stuck in too much analysis or research. This theme comes up over and over again on the podcast.

Some investors know you just have to jump in and learn some lessons the hard way. Learning by doing can teach some hard lessons, but they're valuable experiences that will guide the rest of your investing career.

In this episode of Zen and the Art of Real Estate Investing, Victor Bell, founder and CEO of Bell Capital, explains to Jonathan how he discovered real estate investing and why a traditional career path would never fit him. He's been investing since the mid-90s, and it all began with a job he hated and a trip to a bookstore.

Hear what it takes to become a successful real estate investor, why you don't need to reinvent the wheel, and the importance of professionalism.

In this episode, you will hear:

The biggest lesson Victor learned from his long investing career
When his interest in real estate developed and how he began investing
The types of properties he initially acquired and why those appealed to him
How he got comfortable with asking people for money and why it was easier when he first started
Deploying personal capital versus money for a fund and why they're different
Who inspired Victor as he learned the real estate investing ropes and how his wife and kids influence him
The most important personality trait for an investor to have
The importance of being straightforward, honest, and doing your due diligence
Victor's best creative financing vehicle over the years and the one piece of advice he'd give to new real estate investors

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Supporting Resources:

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

Instagram - www.instagram.com/streamlinedproperties

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

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

Connect with Victor Bell on LinkedIn - www.linkedin.com/in/victor-bell-552b1864

Victor on Facebook - www.facebook.com/warhorse.strength

Bell Capital - www.bell-capital.com

Victor's Instagram - www.instagram.com/therealvictorbell

Victor on Twitter - twitter.com/victorbell365

Call Victor - 808-778-1326

Episode Credits

038: Knowing Your Strengths as a Real Estate Investor with Kyle Root Apr 05, 2023

Show notes

In a world with boundless amounts of information on a topic, it's easy to become distracted. Real estate investing is a topic where many potential investors develop analysis paralysis. They spend so much time gathering information on how to do it that they never leap into action.

Deciding to act on an investment is the first step to creating a successful real estate investing career. While some find it later in life, others discover it much earlier, putting them on a path to success and financial freedom.

In this episode of Zen and the Art of Real Estate Investing, Jonathan is speaking with Kyle Root, owner and operator of Empire Estates, a leader in long-term rental properties in the Midwest. Kyle began his real estate investing career at 26 years old after spending time in the construction industry and researching the topic of investing.

While Kyle is an expert investor now, he's sharing some of the bumps and bruises he got early in his investing career that helped him scale his business to the level it's at today.

In this episode, you will hear:

When Kyle began investing in real estate and how he overcame analysis paralysis
His first investment property and why he wouldn't purchase it today if he had it to do over
Why he needed his wife's buy-in to get started with real estate investing
The method Kyle used to build his company, Empire Estates and hired people based on the properties the company owned
His role in the company today and why he's handing more work over to his employees
Why real estate investors should have a combination of creativity and patience
Short-term investors versus long-term investors and the difference between the two mindsets
How Kyle built his team and utilized his construction contacts
The role meetups played in being introduced to other investors and why he prefers specific masterminds today
His plans to continue growing the business and the areas he's considering
The lessons he learned as a first-time landlord while house hacking and why you should manage your first few properties yourself
Kyle's advice for new real estate investors who want to take a mindful approach

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Supporting Resources:

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

Instagram - www.instagram.com/streamlinedproperties

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

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

Connect with Kyle Root - www.instagram.com/kj_root

Episode Credits

037: Leading with Value as a Real Estate Investor with J Scott Mar 29, 2023

Show notes

Whether it's real estate investing or a multimillion-dollar corporation, the basic components of businesses all operate the same way. If you can grasp the concepts that create a successful business, you can transition your understanding to nearly any industry, including real estate.

Some real estate investors have an innate sense of how the business works. They may not be particularly interested in or good at real estate, but their knack for business sets them apart and creates success.

In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes investor J Scott to the show. J didn't start his career with an interest in real estate investing. He is a former electrical engineer who began flipping homes with his wife at 37. After successfully scaling that business, he pivoted into multifamily real estate and is the co-owner of Bar Down Investments. J is also a speaker and the author of five investment books.

Learn from J how to lead with value and make the connections you need to create a successful investing business.

In this episode, you will hear:

How J Scott first got involved in real estate investing at 37 years old and why he attributes his success today to people he met earlier in his career
Why knowing how a business operates contributed to his success in real estate
Why J's first house flip was the worst project of his life but also the best thing that ever happened to him
How analysis paralysis can keep you from investing at all and why taking any action is better than no action
The aspect of the real estate business J finds most attractive
Why it's necessary to revamp the business structure as it grows and how scaling can lower your margins
J's catalyst for moving into multifamily real estate and how he met his business partner in the process of learning about it
What leading with value is, and how you can use it to learn something new
What Bar Down Investments does and what the pros and cons of his business are
Where he's buying property, and why the process is so different from flipping homes
The most important trait for real estate investors to have
How the get-rich-quick investors affect the industry as a whole
J Scott's books on real estate and why the feedback encourages him to keep writing

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Supporting Resources:

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

Instagram - www.instagram.com/streamlinedproperties

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

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

J Scott's website - www.jscott.com/

Bar Down Investments - www.bardowninvestments.com/

Episode Credits

036: 35 Episodes and 30,000 Downloads Mar 22, 2023

Show notes

Since the inception of Zen and the Art of Real Estate Investing, the podcast has been downloaded more than 30,000 times. While that number can't compete with Joe Rogan's downloads, it's pretty incredible for 35 episodes of a real estate podcast.

Since 2022, Jonathan has been welcoming amazing guests to Zen and the Art of Real Estate Investing. He met most on social media. This podcast allows him to reach out and conduct exciting conversations with people he might never meet otherwise.

In this episode of Zen and the Art of Real Estate Investing, Jonathan recaps all 35 previous episodes of the podcast and points out some of the things he learned from his guests. He also explains how the success of this show led to starting another podcast with co-host Mallory Pazder called The Art of Agency - A Launchpad for Realtors.

Celebrate 30,000 downloads with Jonathan and find out what you might have missed!

In this episode, you will hear:

What this podcast and Jonathan's other podcast with Mallory Pazder are about
A brief recap of the topics of episodes 7-35
Who the guests were in episodes 7-35

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Have you subscribed to our podcast? We'd love for you to subscribe if you haven't yet.

Supporting Resources:

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

Instagram - www.instagram.com/streamlinedproperties

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

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

Episode Credits

035: A Taste of Canadian Real Estate Investing with Daniel Foch and Nick Hill Mar 15, 2023

Show notes

A lot of new real estate investors make the mistake of believing it's passive income. Doing real estate the right way means being involved--especially if you're new to investing. And you should treat it like any other entrepreneurial venture because it's a business like any other.

While handling your real estate business alone is tempting, your strengths and weaknesses will become more prominent with time, like any business. Hiring or partnering with someone with different strengths than you could be the best business decision you'll ever make.

In this episode of Zen and the Art of Real Estate, Jonathan welcomes two guests, Daniel Foch and Nick Hill, hosts of the successful podcast The Canadian Real Estate Investor. Daniel and Nick tell Jonathan how they each got started in real estate, why they decided to become business partners, and their words of wisdom for beginning investors.

You don't want to miss this episode if you want to know more about Canadian real estate and investing.

In this episode, you will hear:

How Daniel Foch and Nick Hill got started in real estate and how they met
What they both did to overcome analysis paralysis when they first began investing in real estate
Why you should have self-awareness about the parts of real estate you're not good at and how having a partner can make you more successful
What compelled Daniel and Nick to start their podcast, and how they designed the show to fit what their listeners want
Where they invest in real estate, and what areas they're looking at investing in the future
Why you need to remain laser-focused when you start in real estate
How keeping real estate investing simple and setting realistic expectations can set you up for success
Why real estate shouldn't be viewed as passive income
The resources and books Daniel and Nick recommend for learning about real estate investing
The one piece of advice they'd each give to a new real estate investor

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Have you subscribed to our podcast? We'd love for you to subscribe if you haven't yet.

Supporting Resources:

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

Instagram - www.instagram.com/streamlinedproperties

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

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