As a syndicator, growing your network is one of the hardest aspects of the business. While you may have access to your family, friends, and work colleagues, there are always potential high net-worth individuals that you may not organically be able to reach. There are many ways to grow your network from going to conferences […]
The higher the level of transparency you practice with your investors, the more they want to keep working with you, and if all you ever have for them is good news – all the better. In today’s episode, we sit down with Bob Fraser who is the founder and principal of Aspen Funds. Bob is […]
Have you ever considered taking the banker’s seat and financing yourself? Becoming your own banker could have advantages. In today’s episode, Whitney talks to returning guest Mark Willis about his financial vehicle of choice — a high early cash value whole life insurance. Mark is a certified financial planner, number one bestselling author, and the […]
We often talk about the steps leading up to being able to make the transition from a W-2 to becoming a full-time investor, but we rarely touch on what happens after. What is life like when you no longer go into the office? Or when your side hustle becomes your main focus? These are all […]
Being a successful full-time syndicator takes huge effort, but stealing time outside of work and family commitments to do it and do it well is another story completely. Today’s guest is Chris Pomerleau, and he is doing just that, so it was a pleasure having him on the show to give some insight into what […]
Due diligence is not the sexiest part of real estate investing. While finding and closing deals is often more thrilling, due diligence is not given as much attention. Yet, without thorough due diligence, what appears to be a promising deal could turn into a nightmare very quickly. Our guest today, Dylan Marma, is renowned for […]
When looking at property to invest in, there are so many numbers and factors to consider and insurance is often left to the final stages of due diligence. While this is common practice, it’s not in the investor’s best interests for several reasons. Not only could unforeseen expenses crop up when it’s too late to […]
Finding a broker can be incredibly stressful. There are many self-serving brokers, who are simply concerned with their interests, closing the next deal, and racking up awards. In the same breath, however, some client-centered brokers work to ensure deals satisfy customer needs. Terry Moore, our guest today, is renowned for always putting the client first. […]
Figuring out how to structure entities can be confusing, especially as your investment portfolio grows. As an operator, there are different ways to structure entities than if you are a passive investor. It can seem like there are endless choices. One thing, however, should inform how you choose to structure your entities: Taxes. While not […]
Pretty much all real estate is maxing out right now due to interest rates being so low. That doesn’t mean there isn’t still money to be made though, provided you play your cards right. Greg Dickerson has got some great wisdom to share on this topic and it was a pleasure to have him on […]