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Join our community and get access to our free Masterclass - theWealthElevator.com/club Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite ban ...
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Get off Wall Street and explore the wide world of alternative investments for your IRA. Take control and give yourself the freedom to choose the assets for your retirement plan, assets like real estate, cryptocurrency, private placements, and much more. Our podcast features Advanta IRA professionals and guest experts who help provide a roadmap to your success with investment trends, strategies, and tips for investing your IRA to build wealth for your future.
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On the Journey to Multifamily Millions Podcast, we set out on the journey of building wealth through multifamily real estate together, talking to experts in the field every step of the way. It doesn't matter if you're new or experienced, every journey starts with a single step and there's always more to learn. This is the Journey to Multifamily Millions Podcast with your host, Tim Little.
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Join Cameron and his guests as he explores current issues, from business & technology to mass torts litigation, and sends a message of empowering your own life-changing achievements. Cameron is a nationally renowned U.S. lawyer, founder of multimillion-dollar businesses, author, entrepreneur and public speaker. He serves as Managing Partner of Integrated Professional (IP) Law Leaders, where he's on speed-dial for industry leaders and disrupters alike, and General Counsel and VP of Flow Healt ...
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Brittney Mack dives into true, inspiring stories centered around one theme per season. Each Motivation Monday, The Brittney Mack Podcast produces a quest narrative about luminaries-and their journey to improving their career, relationships, finance, or health. For listening, you will be up and ready to confidently follow your dreams and, furthermore, learn from the experiences of others along the way. Our season 3 theme: Grateful.
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The Asset Mindset podcast is the go-to show for young entrepreneurs who want to build wealth through real estate investing. Hosted by Ben Bolingbroke and Jordan Jaramillo, two experts in the industry, this podcast provides listeners with actionable advice and inspiration to help them develop the mindset for success in real estate. Through interviews with successful investors and insightful discussions, Ben and Jordan share their experiences, strategies, and tools for building wealth through ...
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Today's guest is Lane Kawaoka, Lane is the author of multiple investing books and founder of thewealthelevator.com, where he empowers accredited investors in their quest for diversification and superior returns. In this episode, Lane shares his path, which began with a single rental property and ended with over 10,000 real estate units. He emphasiz…
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this podcast episode, we dive deep into the latest quarterly report, reviewing past quarters and predicting the upcoming one. Key topics include rising bankruptcy filings, the state of commercial real estate, and the significant distress in the hea…
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Today's guest is Andy Gurzak, founder of AllCity Adjusting, a licensed public adjusting firm. Andy is passionate about protecting his clients and making sure they get every dollar they’re owed from insurance. In this episode, Andy discusses the benefits of having a mentor, the significance of public adjusters in maximizing insurance claims, and how…
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In this episode of the AIA podcast, host Alex Perny welcomes Matt Rodak, CEO of Upright, for a discussion on the current real estate market conditions. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@Adv…
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Introducing "The Rich Life Podcast" This podcast episode takes a different angle from the usual financial discussions on the Wealth Elevator podcast by focusing on mental health, particularly the impact of suicide and the importance of seeking professional support during tough times. The host announces a new spinoff podcast, The Rich Life, dedicate…
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In this episode of the AIA podcast, host Alex Perny welcomes financial planning expert Malcolm Ethridge for a discussion on the different types of alternative investment options. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contac…
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Investment Strategies Post-Business Sale: A Comprehensive Guide Release of his new book 'The Wealth Elevator', and touches upon current investment trends, including Blackstone's market moves and luxury item sales resilience despite economic downturns. He then transitions into a detailed coaching call with Glenn, a 36-year-old who successfully sold …
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Today's guest is Joseph Woodbury, he is the Co-Founder and CEO of Neighbor.com. Joseph has pioneered the concept of full-property monetization, helping investors maximize returns by transforming underutilized spaces into profitable storage solutions. This episode has Joseph Woodbury delving into the expansion and possibilities of the self-storage i…
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In this episode of the AIA podcast, host Alex Perny welcomes Jaryd Krause for a discussion on what to expect when buying an eCommerce business. Subscribe to our YouTube channel and join our growing community for new videos every week.If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@AdvantaIRA.c…
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What are Reversion Caps? Real Estate Syndication due-diligence Part 4.5 (Numbers section part 2)
54:30
This podcast episode offers a comprehensive exploration into the pivotal aspects of real estate syndication, focusing on the detailed financial metrics and market analysis essential for passive investors. The host dives into reversing cap rates, occupancy metrics, underwriting basics, and more, all tailored for those without specialist knowledge. K…
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Episode Summary Today's guest is Ilana Brown, who is a sales and account manager at Solo401k.com In this episode, Ilana Brown from solo401k.com explains how these tools offer investors greater control over their retirement funds, enabling investment in a wide range of assets such as real estate, cryptocurrencies, and private equities. She discusses…
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Episode 112: Understanding Zoning Regulations in Single Family Property Development with Cassady Monsen
45:59
In this episode of the AIA podcast, host Alex Perny welcomes Cassady Monsen of Monsen Collins Builders for a discussion on understanding zoning regulations in single family property development with Cassady Monsen. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast gue…
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Exploring New Investment Horizons Beyond Real Estate In this podcast episode, the host discusses venturing into different types of investments beyond traditional real estate, such as buying businesses and online ventures, including content websites, e-commerce, and SaaS models. The host shares experiences with local angel investing groups and analy…
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Today's guest is Igor Shaltanov, he is the founder and managing partner of Avista Fund, and a former professional athlete who transitioned into successful entrepreneurship and real estate investing. In this episode, Igor shares his journey from Moscow to multifamily investments in the US, starting with renting out an apartment and progressing throu…
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In this episode of the AIA podcast, host Alex Perny welcomes Lane Kawaoka of The Wealth Elevator for a discussion on best practices for multifamily real estate investing. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at …
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Today's guest is Larry Pendleton. He is the Senior Partner of PC Financial Services LLC, CPA, and an active multifamily real estate investor. In this episode, Larry discusses the importance of leveraging real estate investments for wealth building and employing strategic tax practices to retain more income. He also talks about insights into tax str…
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In this episode of the AIA podcast, host Alex Perny welcomes Eric and Deven Wohlwend of the The Real Power Family Radio Show for a discussion on how to start creating financial freedom. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions,…
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Interview with Ken Honda, a renowned Japanese financial author who has sold over 9 million copies of his books. The discussion covers the mindset of money, happiness with one's financial situation, and identifying money personality archetypes. Additionally, the speaker talks about examining family dynamics around money, especially when raising chil…
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Today's guest is Greg Bronson, he has nearly 20 years of industry experience focused on residential property sectors, including student housing, multifamily housing, and senior housing. Head of acquisitions at Ashland Capital, he has closed over $2 billion of transactions throughout his career across acquisitions, refinancings, and recapitalization…
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In this episode of the AIA podcast, host Alex Perny welcomes Brett Chotkevys of Palm University for a discussion on how to invest in assisted living facilities. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at Po…
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Mastering Investment Strategies: From Real Estate to Private Equity This comprehensive discussion covers a multitude of investment topics including real estate, private equity, economic trends like the US wholesale trade report, consumer price index, interest rate predictions, and housing market insights. It dives into cap rates, explaining their i…
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Today's guest is Van Carlson, Van is the Founder & CEO at SRA 831(b) Admin and has over twenty-five years of experience in the risk management industry. Van’s primary goal is to continue the upward growth of SRA and continue to develop new products to bring to market. He explains how 831B plans provide a tax-advantaged means of self-insurance for b…
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In this episode of the AIA podcast, host Alex Perny welcomes Lisa Crosta of BPP Wealth Solutions, for a discussion on how to create a personal financial plan. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at Podc…
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In this episode of the AIA podcast, host Alex Perny welcomes Brent Bowers, Founder of The Land Sharks, for a discussion on investing in vacant raw land. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@Ad…
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ This video explores current trends in investment, focusing on the experiences of investors with rental properties encountering issues and considering the transition to syndications and private placements. Highlighting the challenges in acquiring new p…
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Today's guest is Sharon Riddle, over her career, Sharon has worked in companies, non-profit organizations, and government agencies providing business solutions in the areas of software upgrades and business process analyses. Sharon began investing in single-family real estate in 2005 with her husband and business partner, Dan. They started the tran…
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In this episode of the AIA podcast, host Alex Perny welcomes Anmol Singh, Founder of Live Traders, for a discussion on how to start investing in the stock market. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at …
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ This comprehensive guide covers advanced tax strategies for investors, focusing on the benefits and mechanisms of various tax scenarios including 100% bonus depreciation, paper vs. electronic tax filing, and the intricacies of filing with different in…
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Today's guest is Ginny Bolling, Ginny has been in real estate for over 35 years doing everything from government real estate acquisitions to her current multifamily investing. In this episode, Ginny outlines her unusual path into government real estate acquisitions with the Florida Department of Transportation. She emphasizes the complications of l…
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In this episode of the AIA podcast, host Alex Perny welcomes franchise business expert Kim Daly for a two-part episode discussion on the basics of franchising. Part two focuses on the "mindset" aspect when investing in a franchise. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in be…
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Decoding Investment Strategies for Non-Accredited and Accredited Investors This detailed dialogue covers a broad range of investment topics, focusing on the transition from non-accredited to accredited investor status. It discusses inflation rates, Fed's targets, real estate investments, market corrections, investment opportunities in various secto…
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Today's guest is Ryan Twomey, Ryan is one of the Founders and Managing Partners at TR Capital Partners. Starting in real estate by acquiring and managing small multifamily properties in Massachusetts he later transitioned into the large multifamily investment space where is flourishing today. In this episode, Ryan talks about how the RV park indust…
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In this episode of the AIA podcast, host Alex Perny welcomes Sami Chalfouh of Great American Bullion for a discussion on how to invest in precious metals. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at Podcast@…
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Living Trusts, Irrevocable Trusts, Estate Tax Planning with Ethan Okura of Okura & Associates
1:08:30
This podcast episode delves into advanced estate planning and asset protection strategies for individuals with a net worth of several million dollars, exceeding the basic approaches like LLCs. The discussion features attorney Ethan Okura from Hawaii, covering topics like irrevocable trusts, the implications of the Corporate Transparency Act, and ha…
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Today's guest is Aaron Letzeiser, Aaron is the Co-Founder & COO of Obie, a venture-backed insurance and risk management technology platform serving over 17 million real estate investors in the United States. He emphasizes the relevance of replacement prices in a property's coverage, as well as the need to update them on a regular basis to provide a…
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In this episode of the AIA podcast, host Alex Perny welcomes franchise business expert Kim Daly for a two part episode discussion on the basics of franchising. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at Pod…
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ This comprehensive guide discusses the future refinancing needs of commercial real estate, highlighting the $1.5 trillion required by 2025, and its potential impact on investors. It critically examines the current market conditions that might be favor…
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Today's guest is Brandon Campbell, Brandon is a top producing loan originator at Lima One Capital. He joined Lima One in 2016 as an entry level inside sales rep & moved quickly up the leaderboard. Over the years, he has consistently been one of the top 5 originators at the company. In his description of the company's achievements, Brandon reveals t…
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In this episode of the AIA podcast, host Alex Perny welcomes Jeremy Goff, Managing Partner and Co-Founder of Hiram Capital, for a discussion on investing in railroads. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact us at …
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This video podcast features Troy Taylor, a restructuring advisor who provides some insightful discussion about the current state of the economy and how it's impacting real estate investments. Troy speaks about the 'tidal wave of debt' and inflation rates, while emphasizing the importance of understanding economic trends in planning investments. He …
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Today's guest is Leann Mouritsen, She is a managing partner at Crowned Capital, a private multifamily investment firm. Inspired by "Rich Dad Poor Dad," she started with single-family rentals but shifted to multifamily. She values teamwork and collaboration, learned through raising seven daughters! She also has a strong commitment to philanthropy, a…
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In this episode of the AIA podcast, host Alex Perny welcomes Curtis May, President of Practical Wealth Solutions and host of The Practical Wealth Show Podcast, for a discussion on the basic principles of financial planning. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a po…
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In this podcast, we discuss the current economic climate, providing insights into investment strategies while leveraging a decade of experience in real estate investing. We touch base on the market downturn of 2021 to 2023, the possibility of a market bottom, and how these market cycles affect our future predictions. We underscore the value of dive…
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Today's guest is Michael Mannino, He is a licensed Master Builder in Michigan and Florida. With over 35 years in the construction industry, he has built, renovated, and remodeled residential houses, including multi-million dollar homes for local celebrities. He is a founder of several multi-million dollar companies that build and flip houses, and i…
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Jordan and Ben dive into the details of 4 deals that have done recently - a land wholesale with probate issues, a flip acquired through the multiple offers strategy, a fourplex with international tax complications, and successfully helping a homeowner avoid foreclosure through a subject to transaction. You won't want to miss this one!…
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Join me as we explore some interesting topics during this month's office hours Q&A session. We discuss the state of real estate, taking into account a report from Blackstone, where it revealed $200 billion of undeployed capital waiting for investment opportunities, marking a potential recovery in the real estate market. We also address the method o…
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In this episode of the AIA podcast, host Alex Perny welcomes expert investor Christopher Zook, Founder and CIO of CAZ Investments, for a discussion on alternative investments. Subscribe to our YouTube channel and join our growing community for new videos every week. If you are interested in being a podcast guest speaker or have questions, contact u…
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Today's guest is Michael P. Voulgarakis, he has 17+ years experience in commercial real estate, leads operations, capital raising, and asset management at Southgate Ventures. He's underwritten $1.62B in loans, managed $300M in assets, and completed 10 deals in 8 years in the Puget Sound region. In this episode, Michael talks about how he got his st…
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Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ In this podcast, the host discusses potential changes to investment laws and how they might impact commercial real estate investors and others. The host interviews a student loan expert who describes the challenges of seeking a home loan when you have…
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