What LPs & GPs Need to Know Now with Chad Ackerman

Truly Passive Income

30:20

Eli Beer is a pioneer, social entrepreneur, President and Founder of United Hatzalah of Israel. In thirty years, the organization has grown to more than 6,500 volunteers who unite together to provide immediate, life-saving care to anyone in need - regardless of race or religion. This community EMS force network treats over 730,000 incidents per year, in Israel, as they wait for ambulances and medical attention. Eli’s vision is to bring this life-saving model across the world. In 2015, Beer expanded internationally with the establishment of branches in South America and other countries, including “United Rescue” in Jersey City, USA, where the response time was reduced to just two minutes and thirty-five seconds. Episode Chapters (0:00) intro (1:04) Hatzalah’s reputation for speed (4:48) Hatzalah’s volunteer EMTs and ambucycles (5:50) Entrepreneurism at Hatzalah (8:09) Chutzpah (14:15) Hatzalah’s recruitment (18:31) Volunteers from all walks of life (22:51) Having COVID changed Eli’s perspective (26:00) operating around the world amid antisemitism (28:06) goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

18 days ago 38:26

MP3•Episode home

Key takeaways to listen for

[10:49] Why passive investing still requires active effort and how to do it right
[19:24] Common mistakes new syndicators make and how to avoid them
[22:21] What today’s LPs really want and what makes them run the other way
[29:16] The best-kept secret for long-term business growth
[32:13] How coaching can save you from costly mistakes

Resources mentioned in this episode

[01:54] Left Field Investors
[08:33] Passive Pockets
[35:00] MAG Capital Partners
[35:50] The Hands-Off Investor by Brian Burke | Paperback and Kindle

About Chad Ackerman

Chad Ackerman is a seasoned business coach and franchise owner with FocalPoint Business Coaching, based in Columbus, Ohio. With a rich background in corporate leadership, entrepreneurship, and real estate, Chad brings a wealth of experience to his coaching practice. After a successful corporate career, he launched and later sold his own real estate business in 2020. Seeking a new challenge that combined his passion for leadership and desire for flexibility, Chad transitioned into business coaching through franchise ownership with FocalPoint. He is dedicated to empowering small business owners, particularly those in the $1–$5 million revenue range, by providing strategic guidance to enhance growth, efficiency, and work-life balance. Chad resides in Dublin, Ohio, with his fiancée and two children.

Connect with Chad

Website: Chad Ackerman
LinkedIn: Chad Ackerman

Follow Us On Social Media

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Download Our FREE Passive Investor Toolkit

Everything you need to get started in passive investing - Download Here

101 episodes

Truly Passive Income

What LPs & GPs Need to Know Now with Chad Ackerman

Truly Passive Income

published 18 days ago

MP3•Episode home

Key takeaways to listen for

[10:49] Why passive investing still requires active effort and how to do it right
[19:24] Common mistakes new syndicators make and how to avoid them
[22:21] What today’s LPs really want and what makes them run the other way
[29:16] The best-kept secret for long-term business growth
[32:13] How coaching can save you from costly mistakes

Resources mentioned in this episode

[01:54] Left Field Investors
[08:33] Passive Pockets
[35:00] MAG Capital Partners
[35:50] The Hands-Off Investor by Brian Burke | Paperback and Kindle

About Chad Ackerman

Connect with Chad

Website: Chad Ackerman
LinkedIn: Chad Ackerman

Follow Us On Social Media

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Download Our FREE Passive Investor Toolkit

Everything you need to get started in passive investing - Download Here

101 episodes

All episodes

Truly Passive Income

1
How to Find Your Real Estate Superpower and Build Generational Wealth with Tony Lopes 48:05

4 days ago48:05

48:05

What happens when a first-gen American engineer gets laid off and vows never to rely on one paycheck again? Tony Lopes shares how he went from a $50K condo to managing 153-unit complexes and now coaches others on financial independence through real estate. From renter nation trends to finding your “superpower,” this episode is full of actionable insights for thriving in real estate, even in uncertain times. Key takeaways to listen for [00:00] The best training ground for bigger investments [14:39] How simple goodwill steps create long-term tenant loyalty [19:16] What rising home prices and stalled development mean for investors [26:08] Why use 7% interest rate projections and hold rents flat for two years [36:54] A guide on how to go from solo investor to GP Resources mentioned in this episode [43:50] Who Not How by Dan Sullivan with Dr. Benjamin Hardy | Paperback and Hardcover About Tony Lopes Tony Lopes is a first-generation American, bestselling author, and CEO of Dirty Boots Capital. Armed with degrees in mechanical engineering and an MBA, he spent the early part of his career managing multimillion-dollar defense programs before pivoting to full-time real estate investing. Today, Tony empowers professionals to build lasting, legacy wealth through thoughtfully underwritten syndications, hands-on coaching, and mindset training, always with a focus on strong tenant relationships, conservative underwriting, and long-term hold strategies. Connect with Tony Website: Dirty Boots Capital Instagram: @dirty_boots_capital LinkedIn: Tony Lopes Email: tony@dirtybootscapital.com Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…

Truly Passive Income

1
Reshape Your Life and Business Through Smart Passive Investing with Dr. Tyson Cobb 36:40

11 days ago36:40

36:40

Orthopedic surgeon turned real estate powerhouse, Dr. Tyson Cobb reveals how he scaled back his medical career to build passive wealth and set a bold goal to donate $1 million annually to charity. He shares how mastermind groups, tax strategies, and intentional living transformed his path. From Roth conversions to legacy-building, this episode is packed with purpose-driven insights for high earners and syndicators alike. Key takeaways to listen for [04:45] Why real estate success starts with collaboration [06:19] The six mastermind groups that can accelerate RE growth [11:17] ‘5 Fs’ framework reshaped Tyson’s life and business [20:35] How to convert a self-directed IRA into a Roth [28:44] An expert guide on how to vet niche deals Resources mentioned in this episode 10x Is Easier than 2x by Dan Sullivan with Dr. Benjamin Hardy | Paperback and Hardcover What Matters Most by Brian Scrone | Kindle and Paperback Who Not How by Dan Sullivan with Dr. Benjamin Hardy | Paperback and Hardcover Top Real Estate Investing Coaching with Rod Khleif Legacy Family (Tim Bratz) Elite Wealth Club About Dr. Tyson Cobb Dr. Tyson Cobb is the Founder of Timberview Capital and a semi-retired orthopedic surgeon with over 20 years of experience in a high-demand medical career. Despite his success in surgery and patient care, the intense hours and stress led him to seek a more balanced financial and personal life. His journey into commercial real estate began as a side investment, motivated by market volatility and a desire for a steadier income. This exploration led to significant growth in his net worth, thanks to the stability of triple-net leases and the scalability of real estate syndications. These ventures not only offered substantial tax benefits but also the opportunity to generate passive income without compromising his time. In 2019, Dr. Cobb made a pivotal decision to leave his surgical group, not to retire but to redefine his life. He now focuses on creating a sustainable legacy, giving back to the community, and building financial freedom on his own terms through strategic real estate investments. Connect with Dr. Tyson Website: Timberview Capital LinkedIn: Tyson Cobb, MD Email: invest@timberviewcapital.com Phone (Text Only): 563-209-8488 Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…

Truly Passive Income

1
What LPs & GPs Need to Know Now with Chad Ackerman 38:26

18 days ago38:26

38:26

Chad Ackerman is back with a real-world playbook for today’s investors and operators. He shares must-know insights on passive investing, key red flags for LPs, and why coaching matters more than ever. Plus, a behind-the-scenes look at Left Field’s growth and what GPs need to do to stand out. Key takeaways to listen for [10:49] Why passive investing still requires active effort and how to do it right [19:24] Common mistakes new syndicators make and how to avoid them [22:21] What today’s LPs really want and what makes them run the other way [29:16] The best-kept secret for long-term business growth [32:13] How coaching can save you from costly mistakes Resources mentioned in this episode [01:54] Left Field Investors [08:33] Passive Pockets [35:00] MAG Capital Partners [35:50] The Hands-Off Investor by Brian Burke | Paperback and Kindle About Chad Ackerman Chad Ackerman is a seasoned business coach and franchise owner with FocalPoint Business Coaching, based in Columbus, Ohio. With a rich background in corporate leadership, entrepreneurship, and real estate, Chad brings a wealth of experience to his coaching practice. After a successful corporate career, he launched and later sold his own real estate business in 2020. Seeking a new challenge that combined his passion for leadership and desire for flexibility, Chad transitioned into business coaching through franchise ownership with FocalPoint. He is dedicated to empowering small business owners, particularly those in the $1–$5 million revenue range, by providing strategic guidance to enhance growth, efficiency, and work-life balance. Chad resides in Dublin, Ohio, with his fiancée and two children. Connect with Chad Website: Chad Ackerman LinkedIn: Chad Ackerman Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…

Truly Passive Income

1
How You Add Massive Value to Mobile Home Communities with Matthew Ricciardella 29:39

25 days ago29:39

29:39

What does it take to build a $500M portfolio without chasing big money or brokering every deal? In this powerhouse episode, Clint and Neil chat with Matthew Ricciardella about his journey from cold-calling dropout to leading over $1B in real estate transactions. Learn how Crystal View Capital creates value from the ground up—one lot, one system, one relationship at a time. Key takeaways to listen for [07:13] Why these “stepchild” asset classes turned out to be hidden gold [10:21] Emotional legacy vs. auction wins: Which matter more? [15:25] The vertically integrated secret behind Crystal View’s cash flow strategy [19:23] How they pass through utility costs without burning resident goodwill [28:16] Main advantages of proprietary market data About Matthew Ricciardella Matthew Ricciardella is the Founder and CEO of Crystal View Capital, a private real estate investment firm managing over $500 million in assets, specializing in manufactured housing and self-storage. With more than $1 billion in real estate transactions completed, he has built a vertically integrated real estate empire focused on operational excellence, off-market deal sourcing, and relationship-driven investing. Under his leadership, Crystal View Capital is known for its disciplined investment strategy and long-term value creation. Matthew’s mission extends beyond building equity for investors—he is deeply committed to improving communities and enhancing lives through purposeful, strategic development. Connect with Matthew Website: Crystal View Capital E-mail: invest@crystalviewcapital.com Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…

Truly Passive Income

1
Why Self Storage Is Still the Smartest Play in Commercial Real Estate with Scott Meyers 40:58

5 weeks ago40:58

40:58

Join Scott Meyers, one of the top names in self-storage, for an insightful look at why seasoned investors are doubling down on this asset class. With 3M+ sq. ft. under management, he shares how his team is navigating market shifts, scaling smart, and building more than just wealth. From real estate strategy to mission-driven impact, this episode is a must for anyone seeking stability, scalability, and purpose. Key takeaways to listen for [04:47] Why self-storage delivers major returns [15:51] How rising interest rates impacted demand [22:05] Conversion vs. development: Which one reduces costs [26:31] A facility REITs will fight over (even if you plan to hold) [34:57] The underground deal flow: How to close off-market deals Resources mentioned in this episode [31:27] The Self Storage Mastermind About Scott Meyers Scott Meyers is the founder and CEO of Self Storage Investing, a company dedicated to educating individuals on investing in self-storage facilities. Recognized as a leading expert in the field, Scott has built several multi-million dollar businesses in real estate, transitioning from renovating modest homes to acquiring and developing state-of-the-art self-storage facilities nationwide. Through Self Storage Investing, he offers courses, live events, and mentoring programs to help others launch their own self-storage ventures.. Connect with Scott Website: Self Storage Investing Podcast: Self Storage Investing | Apple Podcasts and Spotify LinkedIn: Scott Meyers (Self Storage) YouTube: Scott Meyers Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…

Truly Passive Income

1
How to Use a Self-Directed IRA for Alternative Investments with Chris Trembly 34:22

6 weeks ago34:22

34:22

Are you sitting on retirement funds without realizing their full potential? Chris Trembly joins us to break down the world of Self-Directed IRAs (SDIRAs) and how they can be used for alternative investments like real estate, digital assets, and precious metals. If you’ve ever wondered whether you can invest your retirement savings outside of traditional stocks and bonds—this episode is a must-listen! Key takeaways to listen for [06:50] What is a Self-Directed IRA (SDIRA)? [13:54] Common mistakes investors make when using SDIRAs [17:49] What you can and cannot invest in with an SDIRA [19:27] How to roll over funds from traditional accounts [30:42] IRS rules, prohibited transactions, and tax implications About Chris Trembly Chris Trembly serves as the Director of Operations at Preferred Trust Company, where he specializes in Self-Directed Individual Retirement Accounts (SD-IRAs). In his role, Chris educates clients on the advantages of SD-IRAs, simplifying complex investment strategies to empower individuals in diversifying their retirement portfolios. His expertise and approachable teaching style have made him a sought-after speaker and podcast guest, where he addresses common questions about SD-IRAs and alternative investment options. Connect with Chris Website: Preferred Trust Company Email: clientservice@ptcemail.com Phone: (888) 990-7892 Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…

Truly Passive Income

1
Escape the ‘Earn More, Work More’ Cycle and Build True Wealth with Bronson Hill 39:22

7 weeks ago39:22

39:22

Bronson Hill reveals how high-income professionals can create true passive income outside Wall Street by shifting their wealth mindset. With over $45 million raised, he shares strategies to overcome mental blocks, prioritize alternative investments, and why traditional thinking keeps most people stuck. If you're ready to stop self-sabotaging and start building lasting wealth, this one's for you.! Key takeaways to listen for [05:34] Why most professionals struggle to build true financial freedom [11:48] 3 reasons investors look for passive investments [15:09] Biggest mental blocks stopping high-income earners [20:40] The fastest way to build wealth [25:50] How to rewire millionaires’ financial mindset Resources mentioned in this episode [05:46] Fire Yourself by Bronson Hill and Ken McElroy | Hardcover , Kindle , and Audiobook [10:14] Best Ever Real Estate Conference [30:59] The E-Myth Revisited by Michael E. Gerber | Audiobook and Paperback [15:57] Join The Wealth Forum, a community of high-net-worth investors focused on building lasting legacies at https://bronsonequity.com/join . [38:21] Turn Inflation into Opportunity! Learn the strategies the ultra-wealthy use to grow their wealth despite rising costs. Grab your FREE report on How to Use Inflation to Your Advantage—just text "inflation" to 33777 to get your copy now! About Bronson Hill Bronson Hill is a multifamily real estate expert, podcast host, keynote speaker, and the founder and CEO of Bronson Equity. He has raised over $45 million for real estate investments and is a general partner in over $150 million worth of real estate across the United States. Bronson began his real estate journey in 2006 with the purchase of his first rental property, which led him to transition from a successful career as a medical device sales consultant to full-time real estate investing. He is dedicated to educating investors on achieving financial freedom through apartment investing and regularly produces content to support this mission. Beyond his professional endeavors, Bronson is a dedicated father, avid traveler, and actively supports anti-human trafficking initiatives through his involvement with organizations like Dressember. Connect with Bronson Website: Bronson Equity Podcast: Mailbox Money Show | Apple Podcasts and Spotify LinkedIn: Bronson Hill | Bronson Equity Facebook: Bronson Hill Instagram: @bronsondavidhill Youtube: Bronson Hill Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…

Truly Passive Income

1
The Rise of Garage Condos with Ben Lapidus 29:34

9 weeks ago29:34

29:34

Ben Lapidus, co-founder of the Best Ever Conference, discusses an emerging real estate asset class: garage condos. These high-end, flexible-use storage units are gaining traction among affluent buyers, small business owners, and hobbyists looking for a customizable, long-term storage solution. He breaks down why this niche market is in its early innings, how it's different from self-storage, and why demand far outpaces supply. Key takeaways to listen for [05:35] What garage condos are and how they compare to traditional self-storage [10:49] How personal-use buyers value these spaces differently than investors [14:27] The exit optionality of garage condos and why they appeal to investors [23:15] Why affluent households and small businesses are the ideal customer base [25:00] A marketing strategies that work best for selling garage condos About Ben Lapidus Ben Lapidus is the founder of the Best Ever Conference and Habitual Capital, focusing on alternative asset syndication and revenue financing private equity. Previously, he significantly contributed to Spartan Investment Group, driving it to reach $100 million in annual revenue as the CFO and head of investments, managing over $500 million in acquisitions and $250 million in debt. Ben's entrepreneurial journey includes founding and selling a multi-million dollar study abroad company and working with startups through IPOs or acquisitions. He has founded seven businesses in total, experiencing both successes and failures. Ben graduated from Rutgers University with degrees in Finance and Economics, where he also founded the Rutgers Entrepreneurial Society. Connect with Ben Website: Best Ever Conference | Ben Lapidus | Playground Facebook: Best Ever Conference Instagram: @besteverconference LinkedIn: Benjamin Lapidus YouTube: Best Ever CRE Email: ben@playground.properties Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…

Truly Passive Income

1
The Investor’s Guide to Diversifying Wealth and Tax Advantaged Strategies with Keshav Kolur 41:46

10 weeks ago41:46

41:46

Is the stock market the only place to build wealth? Think again. In this episode, Keshav Kolur explores the rich world of alternative investments, tax-efficient wealth-building strategies, and the growing popularity of evergreen funds. Discover how diversifying beyond stocks and bonds could be your key to financial growth. Key takeaways to listen for [05:35] Why multifamily syndications have faced major headwinds [08:40] How to vet operators before investing in syndications [15:04] Unique exit strategies that build-to-rent communities offer [17:02] Investments that provide major tax benefits [35:02] What an evergreen fund is and how it works Resources mentioned in this episode [01:31] Rich Dad Poor Dad by Robert Kiyosaki | Kindle , Paperback , and Mass Market Paperback [09:37] The Hands-Off Investor by Brian Burke | Paperback and Kindle [10:36] RaiseMasters [10:37] Connect2Capital [10:38] Avestor [09:32] Download Clive Capital's 100+ Question Due Diligence Checklist to vet alternative assets for private equity investment confidently. Get your free copy now at https://www.clivecap.com/alternative-assets . About Keshav Kolur Keshav Kolur is the principal and founder of Clive Capital, a private equity firm based in New York City. This firm primarily aids tech employees in diversifying their investments beyond the stock market into alternative assets, such as real estate, energy, and small businesses. Kolur's significant impact on the investment landscape includes overseeing investments in over 1,000 apartments and 500 single-family homes across various U.S. markets. Prior to founding Clive Capital, he had a robust career as a software engineer with leading tech companies, including Amazon and Facebook. Additionally, Keshav hosts the "Investing for Generational Wealth Podcast," where he offers insights into alternative investments. Connect with Keshav Website: Clive Capital Podcast: Investing for Generational Wealth | Apple Podcasts and Spotify Facebook: Keshav Kolur Instagram: @kkolur76 LinkedIn: Keshav Kolur Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…

Truly Passive Income

1
Inflation-Proof Investing and Smarter Financial Planning with Alan Franks, CFP®, CLU, CFBS 43:34

11 weeks ago43:34

43:34

Amid inflation and rising interest rates, traditional financial strategies are evolving. Dive in as Alan Franks, CFP®, CLU, CFBS, shares modern approaches to financial planning, investment strategies, and wealth-building in today's challenging market. Key takeaways to listen for [05:05] Biggest myths about passive income and why it’s not truly passive [09:45] Why rental properties aren’t the cash cows they used to be [14:45] How much you actually need to be financially free today [19:54] What to do with home equity and investment accounts [30:06] The hidden impact of inflation and why people underestimate it Resources mentioned in this episode [00:30] EmPowered Money by Alan Franks | Kindle and Paperback [16:53] The Psychology of Money by Morgan Housel | Kindle , Paperback , and Hardcover [17:25] Who Not How by Dan Sullivan and Benjamin Hardy | Kindle and Paperback [41:34] Get your FREE personalized 10-Minute Financial Plan! Complete EmPowered Money's quick questionnaire and take the first step toward financial clarity. Start now at https://www.empowered-money.com/ . About Alan Franks, CFP®, CLU, CFBS Alan Franks, CFP®, CLU, CFBS, is the founder of Empowered Money and the author of "EmPowered Money," a guide to financial planning. With a background in Economics and Entrepreneurial Management from Mercer University, Alan started his career in financial planning during the 2008 financial crisis. His firm, The Mill Financial Partners, focuses on helping individuals manage their finances to achieve a fulfilling life. Alan lives in Atlanta, GA with his wife and two rescue dogs, sharing his expertise to empower others financially. Connect with Alan Website: EmPowered Money | The Mill Financial Partners Instagram: @frankly_financial LinkedIn: Alan Franks, CFP®, CLU, CFBS Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…

Truly Passive Income

1
Co-Living, Rent to Own, and Creative Financing in a Changing Market with James Brown 34:42

12 weeks ago34:42

34:42

In today's high-interest rate environment, traditional rental strategies are being reevaluated. James Brown explores innovative real estate tactics in this episode. Learn about co-living solutions for affordable housing, the mutual benefits of rent-to-own investing, and strategies for raising capital in multifamily syndications. Dive into this episode to discover how creative financing can dramatically boost your real estate returns. Key takeaways to listen for [06:02] What sets rent-to-own tenants apart from traditional renters [11:59] The economics behind rent-to-own deals and how investors make money [13:56] How to help investors manage co-living properties more efficiently [15:52] Co-living portfolio scaling: challenges and opportunities [28:10] Where to find the biggest opportunities in real estate right now Resources mentioned in this episode [00:42] PadSplit [23:48] Discover Hybrid Real Estate Investing—the modern way to profit more with less risk. Skip the stock market gamble, risky flips, and tenant headaches. Read or download for FREE at https://hybridrealestateinvesting.com/category/books/ . About James Brown James Brown, co-founder of Real Home Solutions and a skilled show host, investor, and realtor, developed the Hybrid Real Estate Investing strategy with partner Toby Hanson. This innovative approach maximizes profits in top neighborhoods without the typical risks or management challenges of traditional investing. They initially kept this strategy private but realized its potential to benefit a wider circle through word-of-mouth. Targeting professionals seeking control over their investments with above-average returns and fewer hassles, James offers a safer, more effective alternative to the stock market. Contact James to explore how this strategy can meet your real estate investment goals. Connect with James Website: Real Home Solutions Linktree: James Brown Instagram: @jamesbrown.corealtor LinkedIn: James Brown ✔️ Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…

Truly Passive Income

1
How Renewable Energy Tax Credits Can Reduce Your Tax Bill with Eric Gordon 28:30

13 weeks ago28:30

28:30

Tax credits can dramatically reduce your tax liability, yet many overlook the benefits of renewable energy tax credits in commercial real estate. Join Eric Gordon as he explains how passive investors can leverage incentives from the Inflation Reduction Act, the benefits of solar tax incentives, and the difference between deductions and credits, offering essential insights for real estate investors, business owners, or anyone with passive income looking to enhance sustainability while saving money. Key takeaways to listen for [03:19] How tax credits differ from deductions and how they impact tax liability [06:10] What are renewable energy tax credits, and how do they work? [14:26] Why the Inflation Reduction Act made tax credits more accessible [17:11] Who benefits most from renewable energy tax credits? [25:51] The importance of timing: when to place solar facilities into service About Eric Gordon Eric Gordon, Vice President of Professional Services at B•10 Capital, combines a robust background in accountancy with a wealth of experience in commercial real estate. After earning his CPA license while working as an auditor focused on construction and real estate clients at Deloitte in Boise, Idaho, Eric transitioned to the commercial real estate sector. There, he sharpened his expertise in due diligence, negotiations, and financing. His career took an interesting turn when he joined the executive team of a fast-casual restaurant chain, significantly aiding its growth from four to over 65 locations across eight states. At B•10 Energy, Eric applies his diverse skills to propel the firm’s professional services, while outside of work, he enjoys traveling, baseball, country music, and spending time with his family. Additionally, Eric actively engages in real estate investment, marrying his professional expertise with his personal interests. Connect with Eric Gordon Website: B10 Energy LinkedIn: Eric Gordon Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…

Truly Passive Income

1
Moment 001 - Understanding the Four Types of IRAs: Roth, Traditional, SEP, and Simple 4:50

13 weeks ago4:50

4:50

The salient focus of this discussion revolves around the intricacies of converting various retirement accounts into self-directed IRAs, emphasizing both the advantages and potential challenges inherent in this process. We elucidate the four primary types of IRAs: Roth, Traditional, SEP, and Simple, each characterized by distinct features and contribution limits. The dialogue further distinguishes between traditional custodians, who primarily engage with stocks and bonds, and alternative custodians, exemplified by Preferred Trust, which facilitate investments in alternative assets. Notably, we explore the appeal of SEP IRAs among small business proprietors, particularly due to their substantially higher contribution limits compared to traditional IRAs and 401(k) plans. Additionally, the complexities associated with solo 401(k)s are briefly examined, underlining the necessity for a comprehensive understanding of IRS regulations when navigating this particular retirement vehicle. Takeaways: Converting various retirement accounts into self-directed IRAs allows for active real estate investment. The four primary types of IRAs include Roth, Traditional, SEP, and Simple IRAs, each with distinct characteristics. SEP IRAs are particularly advantageous for small business owners due to their high contribution limits. Traditional custodians typically restrict investments to stocks and mutual funds, unlike alternative custodians. The contribution limit for SEP IRAs is significantly higher than that for 401k plans, making them appealing. Solo 401ks involve more complex regulations and reporting requirements compared to SEP IRAs, necessitating thorough knowledge of IRS rules.…

Truly Passive Income

1
Transform Communities and Maximize Returns with Katie Kim, CCIM 47:47

14 weeks ago47:47

47:47

Whether you're a passive investor, developer, or just curious about opportunities in urban infill and adaptive reuse, this episode is for you. Join Katie Kim, CCIM, a trailblazer in real estate development with over 30 years of experience. Discover how Katie started her first real estate deal at 16 and became an expert in creative financing, transforming neglected properties into community treasures using public-private partnerships, tax incentives, and innovative funding models. Key takeaways to listen for [09:36] Why adaptive reuse is an essential strategy for revitalizing markets [11:35] The untapped potential of urban infill and adaptive reuse projects [14:46] Real-life examples of transforming historic properties [23:44] An introduction to tax increment financing (TIF) [34:34] How developers can negotiate incentives with municipalities Resources mentioned in this episode [34:41] REAL ESTATE DEVELOPMENT ACADEMY [46:56] The Katie Kim | Knowledge Nugget [46:58] Introducing Money Math About Katie Kim, CCIM Katie Kim is a seasoned real estate developer, investor, and educator with over 30 years of professional experience in the real estate industry. Her journey began at just 16 when she successfully completed her first real estate deal with no personal investment. Since then, Katie has led numerous transformative projects through her companies, The Kim Group and The Kim Group ATX, focusing on urban infill, mixed-use developments, and adaptive reuse projects. Connect with Katie Website: Katie Kim | The Kim Group ATX Facebook: Katie Kim YouTube: The Katie Kim Instagram: @thekatiekim LinkedIn: Katie Arnholt Kim, CCIM Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…

Truly Passive Income

1
Achieve Financial Purpose Beyond Your Bank Balance with Melissa Hoyer, CFP®, CPCC™ 41:16

15 weeks ago41:16

41:16

Meet Melissa Hoyer, CFP®, CPCC™, who specializes in guiding inheritors through the complexities of managing significant wealth. With nearly 20 years of experience, she integrates financial planning with personal coaching, helping clients align their wealth with their values and life goals. Gain insights on how to effectively manage and purposefully align your wealth. Key takeaways to listen for [10:25] Unique challenges faced by inheritors [18:48] Importance of simplifying complex wealth structures [24:52] A concept of wealth anonymity and why it’s crucial for inheritors [34:17] How to prepare for and manage significant wealth transitions [43:07] The critical role of family dynamics in wealth preservation Resources mentioned in this episode [18:30] Flow: The Psychology of Optimal Experience by Mihaly Csikszentmihalyi| Paperback [42:50] Raising Financially Fit Kids by Joline Godfrey | Paperback [28:36] What Would the Rockefellers Do? by Garrett B. Gunderson and Michael G. Isom | Kindle , Hardcover , and Paperback [45:21] Way Into Wealth Coaching Program About Melissa Hoyer, CFP®, CPCC™ Melissa Hoyer, CFP®, CPCC™, is a financial planner and wealth coach at The Wealth Conservancy, specializing in empowering clients to manage their wealth in alignment with their values. She holds a B.A. in French from the University of Iowa and a Certificate of Interior Design from the Harrington Institute of Interior Design in Chicago. Melissa's diverse background includes experience in human resources at Arthur Andersen and a successful coaching practice. She is passionate about helping clients achieve financial harmony and fulfillment. Outside of work, Melissa enjoys hiking, family weekends in the mountains, jewelry making, cooking, and volunteering with Greenhouse Scholars. She is dedicated to exploring ways to live joyfully and harmoniously with others and the natural world. Connect with Melissa Website: The Wealth Conservancy, Inc. LinkedIn: Melissa Hoyer Email: melissa@twcinc.org Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…

Truly Passive Income

1
Innovative Strategies to Achieve Financial Security with James Alexander, CFP® 37:45

16 weeks ago37:45

37:45

Join James Alexander, CFP®, as he delves into the secrets of achieving financial independence through innovative investment strategies and understanding the psychology of money. Discover his innovative "bucket strategy" for asset management and the tax-saving benefits of defined benefit plans. Packed with actionable advice, this episode offers invaluable insights for white-collar professionals and entrepreneurs aiming to craft a personalized financial game plan and optimize their financial future. Key takeaways to listen for [01:13] How to play your financial game instead of someone else's [06:49] The bucket strategy for managing different goals [17:25] Income structured notes: What they are and how they work [25:05] Defined benefit plans as tax-saving vehicles for high-income earners [33:35] Importance of financial education for long-term success Resources mentioned in this episode [26:43] Accelerate your tax-deductible retirement savings with Edge Financial Advisors' Defined Benefit Plan—an IRS pre-approved solution for high-income earners. Learn more at https://www.yourretirementaccelerator.com/ . About James Alexander, CFP® James Alexander, CFP®, is a financial advisor and partner at Edge Financial Advisors, LLC, in Wheaton, Illinois. Since joining Edge in 2019, he has provided customized investment management and comprehensive financial planning services to families and individuals. With a career in financial services dating back to 2009, James has held various roles at Scottrade and TD Ameritrade, including serving as a branch manager. He holds degrees in Finance and Mathematics from Loyola University Chicago and resides in Naperville, Illinois, with his wife, Rachel, and their son, Theo. Connect with James Website: Edge Financial Advisors Facebook: Ed's Edge | Apple Podcasts LinkedIn: James Alexander, CFP® Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…

Truly Passive Income

1
How Creative Investment Tactics Are Reinventing Real Estate with Ryan Twomey and Lucas Ravanis 42:07

17 weeks ago42:07

42:07

Discover how Ryan Twomey and Lucas Ravanis went from a pandemic house hack to co-owning over 500 multifamily units and repositioning RV parks. Learn about their unique strategies, like collaborating with a TV network for an RV park show, and how they leverage mentorship and community to scale their impact. Tune in to see how to transform real estate investments into community assets! Key takeaways to listen for [06:52] Ways to overcome landlord challenges [10:53] Benefits of commercial real estate [13:54] The importance of defining your “what, why, and how” [22:18] Why diversify investing through multifamily and RV parks [33:40] How to leverage self-directed retirement accounts for real estate Resources mentioned in this episode [17:52] Who Not How by Dan Sullivan and Benjamin Hardy | Kindle and Paperback [38:35] Cabin Wars About Ryan Twomey and Lucas Ravanis Ryan Twomey is the Co-Founder and Managing Partner of TR Capital Partners, a real estate investment firm specializing in multifamily properties. He began his career in financial services as a financial advisor and wealth manager before transitioning to an operations analyst role at the parent company of the NYSE. In 2021, Ryan started investing in cash-flowing real estate, initially acquiring and managing residential properties. Recognizing the scalability of commercial real estate, he shifted focus to apartment buildings, achieving financial freedom and the flexibility to design his lifestyle. Through TR Capital Partners, Ryan educates sales leaders and business owners on growing and protecting their wealth by passively investing in apartments, offering an alternative to the volatility of traditional markets. Lucas Ravanis is the Co-Founder and Managing Partner of TR Capital Partners, a real estate investment firm specializing in multifamily properties. He began his career as a Sales Executive at a Fortune 500 Third Party Logistics company, where he spent over six years building his book of business. Seeking financial independence, Lucas transitioned to commercial real estate in 2023, focusing on apartment buildings. This strategic move allowed him to leave his day job and design a life centered around his priorities. Through TR Capital Partners, Lucas educates sales leaders and business owners on strategies to grow and protect their wealth through passive apartment investments. Connect with Ryan and Lucas Website: TR Capital Partners Facebook: Ryan Twomey | Lucas Ravanis Instagram: @ryan_twomey1 | @lucas_ravanis LinkedIn: Ryan Twomey | Lucas Ravanis Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here…

Truly Passive Income

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Conservative Hard Money Lending and Scalable Passive Income with David Little 44:36

18 weeks ago44:36

44:36

David Little takes us through his fascinating pivot from petroleum engineering to becoming a trailblazer in real estate lending. Specializing in short-term loans for fix-and-flips and commercial gap funding, he breaks down how his business supports borrowers while delivering solid returns to investors. Tune in to explore his innovative strategies and the unique niche he's built in the industry. Key takeaways to listen for [05:31] The fundamentals of hard money lending [17:35] How to secure investments effectively [21:27] Commercial lending strategies you might want to try [25:18] A transparent look into investor returns [32:10] Importance of deal flow and market dynamics About David Little David Little is the co-founder and manager of Crown Capital Resources, LLC, a Texas-based private lending firm specializing in real estate investments. He earned both his B.S. (2010) and M.E. (2012) in Petroleum Engineering from Texas A&M University. David began investing in hard money loans in 2010 and acquired his first rental property in 2013. In 2016, he co-founded Crown Capital Resources, leveraging his expertise in oil and gas property evaluation to assess and recommend investment opportunities. Under his leadership, the firm has funded over 140 properties, totaling more than $30 million in loans. Connect with David Website: Crown Capital Resources Email: david@crowncapitalresources.com Phone: 817-550-7328 Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
The Untapped Wealth of Mortgage Note Investing with Fred Moskowitz 41:28

19 weeks ago41:28

41:28

Dive deep with Fred Moskowitz, a former tech professional turned note investing guru, as he explores the lucrative world of mortgage notes. Learn about the unique opportunities and challenges of this asset class, and discover how it can generate passive income and diversify your investment portfolio. Don't miss these insights on building financial freedom through note investing. Key takeaways to listen for [01:13] A beginner-friendly overview of mortgage note investing [08:10] Types of notes: Performing vs. Non-Performing [13:21] How interest rates impact note investing [24:55] The role of loan servicing companies in note investing [29:10] What is the lifecycle of a mortgage note? Resources mentioned in this episode [00:37] The Little Green Book Of Note Investing by Fred Moskowitz | Paperback [39:23] Get Fred Moskowitz's FREE Note Investing Guide! Subscribe to his newsletter at https://www.giftfromfred.com and request your copy today! About Fred Moskowitz Fred Moskowitz is a sought-after speaker, advisor, and trainer specializing in entrepreneurship and alternative asset investing. With a 20-year career dedicated to these fields, he has become an authority on building wealth through Self-Directed IRA accounts. Fred is committed to enhancing financial literacy providing actionable education on wealth building, mindset, and success. He regularly shares his expertise at industry conferences and as a guest on investment-related podcasts. Fred is also the author of "The Little Green Book of Note Investing," which serves as a guide for individuals interested in the mortgage note investment industry. Connect with Fred Website: Fred Moskowitz LinkedIn: Fred Moskowitz Instagram: @thefredmoskowitz Facebook: Fred Moskowitz Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Building a Philanthropic Legacy Through Real Estate Success with Devin Elder 51:03

20 weeks ago51:03

51:03

Meet real estate entrepreneur and philanthropist Devin Elder as he shares his journey from flipping single-family homes to managing over 5,000 multifamily units and pioneering innovative land and industrial investment strategies. Explore the power of vertical integration, the art of land investing, and the importance of diversification in navigating market changes. Devin also reveals how he balances business success with meaningful philanthropy through the DJE Foundation, which supports disadvantaged children. Join us for an insightful conversation packed with actionable tips to build wealth, sustain growth, and leave a lasting legacy. Key takeaways to listen for [01:16] Devin's early real estate journey and the "lightbulb moment" with his first single-family flip. [03:53] Why diversification beyond multifamily properties ensures stability and growth. [07:42] How payroll and market fluctuations led to expanding asset classes in real estate. [13:01] The value of vertical integration for risk management and operational control. [32:19] Structuring debt and equity opportunities for passive investors across asset classes. [44:45] Using philanthropy to create a lasting family legacy and give back to the community. Resources mentioned in this episode [00:39] The DJE Foundation [26:36] John Deere [38:51] Capital Farm Credit [47:54] Aid The Silent About Devin Elder Devin Elder is the Founder and CEO of DJE Texas Management Group, a real estate firm managing over 5,000 multifamily units and specializing in diversified investments across multifamily, land, and industrial assets. A dedicated philanthropist, he leads the DJE Foundation, supporting disadvantaged children in Texas and the Philippines. Known for his strategic vision and community focus, Devin is also a helicopter pilot and family man who enjoys creating meaningful experiences on his ranches. Connect with Devin DJE Texas Management Group Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
How to Navigate the IRS Maze with Carlos Samaniego, EA 40:34

21 weeks ago40:34

40:34

Facing IRS challenges and feeling overwhelmed? Join us for an enlightening conversation with Carlos Samaniego, EA, a tax resolution expert who transformed his personal tax struggles into a career helping others. Discover actionable advice, debunk common tax myths, and learn strategies to tackle your tax issues effectively. Key takeaways to listen for [10:27] What to expect in IRS collection processes [17:01] 3 steps to resolving tax problems [22:38] Tax resolution scams you should be aware of [27:37] Common myths about settling tax debt [30:32] The impact of home equity on tax resolutions Resources mentioned in this episode [00:32] How To Make The IRS An Offer They Can't Refuse by Juan Carlos Samaniego EA | Kindle and Paperback About Carlos Samaniego, EA Juan “Carlos” Samaniego, Founder of Tax Debt Consultants, LLC, is a nationally recognized tax expert who mentors CPAs, EAs, and attorneys while helping clients resolve tax challenges. A member of the National Association of Enrolled Agents and the American Society of Tax Problem Solvers, Carlos received the 2020 Tax Professional of the Year Award and the EXPY award for his contributions to the industry. Featured on NBC, CBS, ABC, USA Today, and in national media, Carlos has authored How to Make the IRS an Offer They Can’t Refuse and the upcoming FTB Taxpayer Survival Guide. His Tax Debt Consultant Podcast, named a Top 10 Small Business Tax Podcast by Feedspot, shares practical advice globally. Connect with Carlos Website: Carlos Samaniego | Tax Debt Consultants Facebook: Tax Debt Consultant LinkedIn: Juan Carlos Samaniego, EA CTRC® NTPI Fellow® MSCTA Instagram: @jcarlossamaniego YouTube: Carlos Samaniego EA Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Why Infinite Banking Is the Key to Generational Wealth with Tom Suvansri, MBA 40:33

22 weeks ago40:33

40:33

Meet financial strategist and author Tom Suvansri, MBA, as he explores his transition from corporate professional to a leader in alternative investment strategies and wealth protection. Dive into the concepts of Infinite Banking, redefine wealth, and understand the significance of financial control. Join us for a conversation rich with strategies for building generational wealth and tips to enhance your financial literacy, perfect for anyone ready to challenge traditional financial planning norms. Key takeaways to listen for [09:34] Infinite banking strategy: What it is and its advantages [18:15] The value of properly structured whole life insurance [35:00] Why effective financial strategies require self-awareness and discipline [39:38] How important it is to build a solid financial foundation [43:00] Networking advice for aspiring investors' financial growth Resources mentioned in this episode [06:39] What Would the Rockefellers Do? by Garrett B. Gunderson and Michael G. Isom | Kindle , Hardcover , and Paperback [08:50] Becoming Your Own Banker by R. Nelson Nash | Paperback [09:10] Rich Dad Poor Dad by Robert T. Kiyosaki | Paperback and Kindle [50:11] Wealth Beyond The Numbers by Tom Suvansri | Kindle and Paperback About Tom Suvansri, MBA Tom Suvansri, MBA, is the founder of Perennial Pride, where he serves as a wealth strategist and investment advisor representative. Specializing in advanced insurance strategies and investment analysis, Tom empowers clients to take control of their finances. His expertise extends to real estate investing, including ownership and management of rental properties and participation in private lending arrangements. A Penn State graduate, Tom resides in Stamford, CT, with his wife, Bridget, and their two sons, Aidan and Colin. In his free time, he enjoys reading, exercising, golfing, and spending quality time with his family. Connect with Tom Website: Perennial Pride Podcast: Perennial Pride Podcast | Apple Podcasts and Spotify LinkedIn: Tom Suvansri Instagram: @perennialpride Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Inside the World of Equestrian Investments and Luxury Assets with Ash Atkinson 29:29

23 weeks ago29:29

29:29

From rural England to the heights of high-net-worth circles, Ash Atkinson’s journey offers a rare look into the elite equestrian world and the luxury investment strategies that followed. In this episode, Ash reveals his strategic approach to market timing, reputation-building, and managing wealth across borders. Listen in to uncover the untapped opportunities and unique insights in today’s investment landscape. Key takeaways to listen for [13:29] Building trust in the luxury market and expanding to various asset classes [16:57] Why timing and market insight is essential in the exotic car investment space [21:04] The role of Pearson Equity Group and how private equity creates new opportunities [23:22] Benefits of the fund-of-funds model in providing rigorous due diligence for investors [26:48] Why pooling capital helps negotiate better terms and boosts investor returns [30:16] The value of investing in legacy businesses during a generational wealth transfer Resources mentioned in this episode [20:41] Pearson plc About Ash Atkinson Ash is a seasoned business development professional with a global background in equestrian management, luxury assets, and high-net-worth investments. Originally from Sudbury, England, Ash began his career managing top equestrian operations in Germany and Mexico before moving to the U.S., where he expanded into luxury real estate, jet charters, and alternative asset investments. Now based in Wellington, FL, he works with ultra-high-net-worth clients and SMEs, focusing on business growth, efficiency, and strategic exits. Holding multiple Florida licenses, Ash leverages his diverse experience to optimize businesses and drive innovation. Connect with Ash Instagram: @ashatkinson1 LinkedIn: Ash Atkinson Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Unconventional Tactics for Finding Off-Market Real Estate Gems with Bishoy M. Habib, Esq., MBA 37:04

24 weeks ago37:04

37:04

Curious about navigating today’s challenging real estate market? Join us as we sit down with an expert attorney and seasoned investor, Bishoy Habib. In this episode, Bishoy reveals strategies for building a resilient real estate portfolio, including creative financing techniques and practical insights into deal structuring. Learn how to protect your investments and turn market uncertainty into opportunity. Don’t miss out on these essential insights for elevating your real estate game! Key takeaways to listen for [06:15] How Bishoy turned early challenges into valuable lessons that shaped his journey in real estate and law [09:59] Best practices for finding reliable property managers who make investing in real estate less of a headache [17:00] How rising rates have impacted investments and the inventive strategies experts are using to stay ahead [18:24] Smart approaches for adapting to rising interest rates [38:16] Legal strategies for protecting investments About Bishoy M. Habib, Esq., MBA Bishoy is a seasoned real estate and business attorney with over 11 years of experience in New York and Florida, managing over 1,000 transactions totaling $12 billion. Starting his career in New York City, he specialized in commercial real estate with a major Manhattan hotel developer before returning to Florida, where he expanded his expertise in finance law, representing local governments, banks, and institutional clients. Now based in Tampa, Mr. Habib focuses exclusively on real estate and business transactions, serving a diverse clientele, including developers, lenders, and brokerages. Known for his investor-friendly approach and skillful deal-making, he combines his deep legal knowledge with a creative flair for structuring complex deals, making him a trusted partner for clients navigating challenging markets. Connect with Bishoy Website: Levacy Legal LinkedIn: Bishoy M. Habib, Esq., MBA Instagram: @attorneybishoy TikTok: @attorneybishoy YouTube: Attorney Bishoy Phone Number: (813) 553-2699 Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Takeaways: Building trust with your partners is crucial for successful real estate investments. It’s essential to analyze and assess the general partner in any investment deal. Creative financing options can provide flexibility and opportunities in a challenging market. The importance of due diligence cannot be overstated when selecting investment sponsors. Navigating the current real estate landscape requires adapting strategies to market conditions. Understanding the risks of subject-to transactions is vital for protecting your investments. Links referenced in this episode: levacylegal.com Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Be Successfully Unemployed and Build Lasting Wealth with These Strategies from Dustin Heiner 38:15

25 weeks ago38:15

38:15

After a sudden layoff, Dustin Heiner set out to transform his financial future by mastering real estate investing. In this episode, he reveals how he turned his passive income dream into reality, breaking down the essential strategies that guided his journey from job loss to financial independence. If you're ready to reshape your own path to financial freedom, tune in and let Dustin's story inspire your next move. Key takeaways to listen for [04:53] How Dustin turned the shock of job loss into a thriving real estate business [13:25] A unique approach to “passive income” and what it really takes to make it sustainable [16:24] Why Dustin prioritizes cash flow over market appreciation [35:52] Insider tips on finding reliable property managers and why they’re essential for stress-free real estate investments [38:36] Why every investor should think like a business owner [41:59] The importance of aligning your investment approach with your own risk tolerance and goals Resources mentioned in this episode Do you want to know how to be successfully unemployed? Go to https://masterpassiveincome.com/freecourse or text RENTAL to 33777, and we’ll show you the secret hacks to building wealth! About Dustin Heiner Dustin is a real estate investor, entrepreneur, and host of the Successfully Unemployed podcast and blog, dedicated to helping people achieve financial independence by creating businesses and investing in passive income. After starting his journey in 2006, Dustin built a thriving rental property portfolio, enabling him to quit his government job in 2016. Through Successfully Unemployed , he now shares strategies and stories to guide others on their path to financial freedom. Connect with Dustin Website: Master Passive Income | Successfully Unemployed | Real Estate Wealth Builders Conference LinkedIn: Dustin Heiner Instagram: @thedustinheiner Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Links referenced in this episode: masterpassiveincome.com/freecourse Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Why Medical Professionals Should Consider Real Estate Investing 45:14

26 weeks ago45:14

45:14

Unlock financial freedom with Rob Natale, founder of North Square Capital, as he reveals how medical professionals can build wealth through passive real estate investments. From syndications to debt funds, Rob shares strategies for generating income while safeguarding valuable time and navigating today’s financial challenges. Listen in to see how passive investing could transform your financial outlook! Key takeaways to listen for [16:38] The power of real estate syndications over traditional investments [21:36] What a "Financial Health Checkup" can reveal about your wealth goals [26:58 ] Why medical professionals are embracing passive income to balance work-life pressures [31:14] How passive income can help you achieve time freedom [48:30] Why private credit is thriving in today’s market About Rob Natale Rob is the founder of North Square Capital. He is dedicated to helping medical professionals achieve financial freedom and combat burnout through passive real estate investments. With years of experience in asset management, Rob saw a need for more accessible, high-value investment strategies tailored to healthcare providers. Inspired by his family's dedication to medicine, he now brings top-tier wealth-building solutions to those seeking financial security and balance. Connect with Rob Website: North Square Capital LinkedIn: Rob Natale Instagram: Rob Natale YouTube: North Square Capital Facebook: Rob Natale Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Takeaways: Rob Natali emphasizes creating a second engine of wealth through passive real estate investing. Passive real estate investments provide medical professionals with additional income without requiring extensive time commitment. The importance of understanding financial goals before diving into real estate syndications is crucial. Rob discusses the unique challenges faced by medical professionals in today's healthcare landscape. He highlights the significance of due diligence when selecting investment opportunities and operators. Real estate syndications can offer attractive tax benefits, particularly through depreciation strategies. Links referenced in this episode: northsquarecapital.com passiveinvesting.com Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Earn Passive Income Without Hassle through Mortgage Note Investing with Nathan Turner 38:06

27 weeks ago38:06

38:06

Discover the fascinating world of mortgage note investing with the Canadian Note Guy, Nathan Turner. Dial in as Nathan shares how he transitioned from active real estate strategies to a more passive yet powerful approach through note investing. He dives into the benefits of performing and non-performing notes, as well as the potential for steady returns through seller financing. If you're curious about unique investment strategies that could transform your portfolio, this episode is a must-listen! Key takeaways to listen for [04:06] Why you should switch to real estate flipping to passive note investing [10:19] How note investing lets you become the bank, collecting payments without managing properties. [16:13] How modifying loan terms helps both investors and homeowners [18:23] Ways buying distressed notes at discounts can lead to big profits [26:52] The critical role of industry relationships in finding note investment opportunities Resources mentioned in this episode [03:10] Diversified Mortgage Expo [13:14] The Big Short (2015) About NathanTurner Nathan is the owner and president of Earnest Inc., specializing in mortgage note investing. He began investing in the U.S. real estate market in 2008, focusing on creating and buying performing and non-performing notes below market value. With experience in both buy-and-hold and note-flipping models, Nathan is passionate about helping struggling homeowners through loan modifications or creative debt solutions. Known as the "Canadian Note Guy," he also hosts the Diversified Mortgage Expo, sharing his expertise with fellow investors. Connect with Nathan Website: Earnest Investing Email: nathan@earnestinvesting.com Phone Number: (312) 860-3747 Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Links referenced in this episode: earnestinvesting.com Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Strategies to Redefine Your Money Mindset for Lasting Financial Success 39:21

28 weeks ago39:21

39:21

Unlock the secrets to transforming your financial mindset with Thomas Blottenberger, who dives into how our personal money stories shape our wealth-building journey. From understanding the psychology of abundance to designing flexible cash flow strategies, Thomas reveals how small shifts can lead to big changes in financial success. This episode offers insights to redefine your approach to money, so don’t miss the chance to learn tools that could change your financial future! Key takeaways to listen for [9:26] Reasons you need to understand market efficiency and asset pricing [13:57] An easy way to understand and quantify investment risk [18:53] How re-evaluating your financial beliefs can unlock the door to greater wealth and stability [23:52] How keeping cash accessible can lead to new, life-changing opportunities compared to rigid financial structures [38:18] Why budgeting isn’t enough to help you gain financial independence Resources mentioned in this episode [38:08] Current [40:26] Matson Money About Thomas Blottenberger Thomas Blottenberger is a dedicated financial coach and co-founder of Paradigm Shift Financial, who entered the industry in 2010 with a mission to transform clients’ relationships with money. Initially disillusioned by the traditional financial industry’s focus on sales quotas over client needs, Thomas sought a more client-centered approach. His journey led him to Matson Money’s science-based investment methods, inspiring him and co-founder Shauna to launch Paradigm Shift Financial. Through his work, Thomas guides clients from stress and scarcity toward a mindset of abundance and purpose, helping them make meaningful, impactful financial decisions based on Nobel Prize-winning investment principles. His ultimate goal is to create lasting positive change in the world through financial empowerment. Connect with Thomas Website: Paradigm Shift Financial LinkedIn: Thomas Blottenberger Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Flood Lessons: Why Diversification and Passive Investing Matter 30:15

29 weeks ago30:15

30:15

What happens when seasoned real estate investors face devastating property floods? Join us as we share the highs and lows of handling disaster, revealing hard-earned insights on the risks of active investing and the freedom that comes with a passive approach. Discover how you can build resilience, redefine success, and craft a blueprint for sustainable wealth. Don’t miss this episode for a raw, behind-the-scenes look at real estate's true challenges and rewards. Key takeaways to listen for [05:13] Harsh realities of flood impacts on active investments and how to handle unexpected damage [16:13] How shifting to passive investments can offer greater time independence and lower risk exposure [22:14] Eye-opening trends from experienced investors and why many ultimately choose passive investments [27:19] Smart diversification strategies to mitigate risks for long-term stability [30:49] The critical need for solid insurance planning and trusted adjusters to manage risks effectively Resources mentioned in this episode [30:49] AllCity Adjusting Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Best Real Estate Strategies for High-Income Earners with Brett Riggins 32:48

30 weeks ago32:48

32:48

Discover how Brett Riggins, founder of Physician Wealth Systems, is transforming real estate investing for high-income professionals. We'll reveal Brett’s game-changing strategies to build wealth and create passive income without sacrificing time or freedom. Ready to unlock a smarter approach to financial independence? Dive in to see what you’ve been missing! Key takeaways to listen for [00:42] How Physician Wealth Systems turns high-income professionals into real estate investors without sacrificing their time [04:07] A unique twist on the BRRR strategy that may lead to lasting value and steady growth [09:52] Why starting small with single-family homes could be the smartest first step toward building wealth [15:10] Secrets to Navigating Interest Rate Fluctuations even during market shifts [23:04] The power of building trust when investing in real estate [26:26] Top tips to go beyond single-family investment properties and into larger investments Resources mentioned in this episode [00:05] How to Get Rich as a Doctor by Brett Riggins and Thomas Geib | Kindle , Hardcover , and Paperback About Brett Riggins Brett is a real estate veteran with over 20 years of experience, founder of Connect Home Buyers and Physicians Wealth Systems. With over $20 million in transactions, Brett is passionate about empowering high-income professionals to build wealth and live authentically. As a mentor, coach, and speaker, he brings a wealth of knowledge, helping others connect with the life they aspire to lead. Connect with Brett Website: Physician Wealth Systems Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Links referenced in this episode: physicianwealthsystems.com Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Why Syndications Are the Key to Passive Income and Time Freedom 40:56

31 weeks ago40:56

40:56

What does it take to break free from a high-stakes tech career and build a life of true financial freedom? Spencer Hilligoss shares the answer in this episode, revealing the strategies that helped him escape the 9-to-5 grind. Tune in to learn how he turned mistakes into stepping stones and created a life by design and how you can do the same. Key takeaways to listen for [7:04] Why connecting with like-minded investors can be the key to unlocking bigger opportunities and long-term success [8:47] Tips on aligning your financial goals with personal priorities, creating a life by design [10:47] How syndications offer a powerful way to diversify and grow your investment portfolio [11:20] Strategies behind syndications that allow investors to multiply wealth while minimizing risk [18:09] The power of joining a supportive investor network for long-term real estate success [18:20] Reasons making mistakes early in your investment journey can sharpen your strategy Resources mentioned in this episode [37:41] Bigger Pockets [48:11]Vision by Gordon D'Angelo | Kindle and Paperback About Spencer Hilligoss Spencer is the CEO and Co-Founder of Madison Investing, where he spearheads business development and investor relations. A dynamic speaker and active investor, Spencer brings his extensive background as a former technology executive with 13 years of experience leading high-performing teams across five companies, including three unicorns valued at over $1 billion. Before transitioning to real estate, Spencer played a pivotal role in Silicon Valley, most notably at LendingHome, where he developed their Origination Team and led the Professional Development group. Today, he leverages his tech expertise to empower investors in the world of real estate syndications. Connect with Spencer Website: Madison Investing Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Fail Fast, Succeed Faster: A Time-Tested Strategy for Real Estate Wealth Building with Maggie and Patrick Wills 41:04

32 weeks ago41:04

41:04

Patrick and Maggie Wills started with hands-on real estate ventures but quickly realized the power of passive investing. In this episode, they reveal the pivotal moments that shaped their strategy and how they now use syndications to build wealth and freedom. Learn how this dynamic couple navigates their investments while balancing their personal life goals. Listen now and discover how to make your money work for you! Key takeaways to listen for [12:12] Why Patrick and Maggie shifted from hands-on real estate to passive ≈ investing for greater freedom [14:17] How syndications can help diversify your portfolio and scale your investments [24:31] Why embracing mistakes early on can help refine your investment strategy [25:03] Tips on balancing your financial goals with your personal life priorities [34:54] Reasons you need to join a supportive investor network Resources mentioned in this episode [38:51] BiggerPockets [39:54] PassivePockets [47:21] The 4-Hour Workweek by Timothy Ferriss | Kindle , Hardcover , and Paperback About Maggie and Patrick Wills An active real estate investor since 2017, Patrick started with single-family rentals and while they performed well, he quickly realized their inability to scale efficiently while remaining passive. He discovered Left Field Investors in 2022 and has quickly become an integral part of the team. His mission is to make alternative investments accessible to everyone who seeks to take control of their financial future to pursue their passions in life. Maggie is an experienced professional with a background in interior design and architecture, specializing in renovation and remodeling. With years of hands-on expertise in evaluating single-family homes, Alongside her husband Patrick, she has transitioned from active real estate involvement to passive investing, playing a crucial role in their investment decisions. Connect with Maggie and Patrick LinkedIn: Patrick Wills | Maggie Wills, NCIDQ Email: patrickjw150@gmail.com Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Links referenced in this episode: leftfieldinvestors.com Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Tiny House, Big Returns: The Financial Potential of Tiny House Communities with Steven Harrell 40:23

33 weeks ago40:23

40:23

Ever thought tiny houses were just a fad? Think again! Steven Harrell, the mastermind behind Tiny House Listings, tells us how these small homes are making a massive impact on real estate and investment opportunities. Whether you're looking to downsize, invest, or create passive income streams, this episode is packed with insights on how tiny homes could unlock big financial rewards. Key takeaways to listen for [12:26] The story behind Tiny House Listings and how it grew into the largest marketplace for tiny homes [15:36] How tiny houses are becoming a serious investment vehicle, with growing potential for passive income [17:51] One of the biggest challenges for tiny homeowners and how to solve it [19:33] The surprising demographic driving the tiny house movement [34:52] Could tiny house communities be the next big real estate trend? About Steven Harrell Steven is the CEO of Tiny House Listings and has been involved with The Tiny House movement for over a decade. The platform has facilitated over 20,000 tiny homes to be bought and sold, with over 250 tiny house-building companies using the platform to launch their businesses. He is now building affordable tiny homes out of Wilmington, North Carolina, which are shipped throughout the United States. Connect with Steven Website: Tiny House Listings | Tiny House Listings Email: build@tinyhouselistings.com Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Links referenced in this episode: tinyhouselistings.com tinyhouseblog.com Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Overcome Real Estate Legislative Changes through Double Closing with Peter Russell 43:23

34 weeks ago43:23

43:23

Unlock the secrets behind one of real estate's most dynamic strategies with Peter Russell. From navigating the challenges of wholesaling to pioneering the game-changing double-closing model, Peter’s story is a masterclass in turning obstacles into opportunities. So, if you’re curious about how you can leverage these insights for your own investment success, this is the episode for you! Key takeaways to listen for [07:16] What wholesaling is, how it works, and the typical challenges new wholesalers face in the industry [15:57] How wholesaling evolves into a more systematized and potentially passive business model over time [19:12] The double closing strategy and why institutional buyers have shifted toward this process [22:32] New laws affecting wholesalers in South Carolina and how to adapt to these changes [33:25] Things you need to know about the operations and future of Velocity Advantage Capital About Peter Russell Peter has over eight years of experience running a wholesaling operation that has completed over 500 transactions across multiple markets nationwide. Throughout his career, he has utilized various sources for transactional funding and discovered that the process was often overwhelming, with funds coming at a significant cost. To address this challenge, Peter founded Velocity Advantage Capital, aiming to empower real estate investors to take control of their deals and protect their profits. With the constantly evolving regulations surrounding wholesaling, the need for a reliable source of transactional funding has never been more crucial. Velocity Advantage Capital offers a hassle-free process and competitive rates for double-close funds. Connect with Peter Website: Velocity Advantage Capital Instagram: @peterussell.official Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
How to Maximize Payouts from Your Property Insurance Claims with Andy Gurczak 25:01

35 weeks ago25:01

25:01

Insurance claims can be a make-or-break factor in real estate investing. So, in this episode, we invited Andy Gurczak to share crucial strategies for maximizing insurance payouts and protecting your investments. Learn how to safeguard your assets and ensure you're fully covered by tuning in now! Key takeaways to listen for [06:32] What is the role of a public adjuster, and how do they advocate for the insured? [09:02] How Andy’s background in construction gives him an edge in negotiating with insurance companies [15:59] Benefits of having a public adjuster review your insurance policies [18:23] Proven strategies on how to maximize insurance claims [25:29] Reasons why property owners need to have the right insurance coverage Resources mentioned in this episode [05:07] Who Not How by Dan Sullivan and Benjamin Hardy | Kindle , Hardcover , and Paperback About Andy Gurczak Andy is the Founder and CEO of AllCity Adjusting, a public adjusting company that works directly with the insured to guarantee fair insurance payouts. Since founding the company over 10 years ago, Andy has led its exponential growth, handling multiple multi-million dollar property claims, both commercial and residential. He also specializes in property investment, with multiple locations across the Midwest. With expertise in sales, construction, and real estate, Andy has built one of the most efficient public adjusting firms in the nation. Connect with Andy Website: AllCity Adjusting YouTube: AllCity Adjusting Company Phone Number: 708-655-4186 Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Do This To Master High-Performance Cash Flow in Real Estate with Dr. Axel Meierhoefer, PhD 32:45

36 weeks ago32:45

32:45

Learn how to safeguard your family's financial future and make informed investment decisions for long-term success in this episode with Dr. Axel Meierhoefer, PhD, CEO of Ideal Wealth Grower. Hit play and discover how to seamlessly transition from active income to passive income while mastering the art of vertical integration. So don't miss this opportunity to revolutionize your real estate investing approach and unlock the path to true wealth! Key takeaways to listen for [03:00] How Dr. Axel transitioned from a military career to a successful real estate investor [10:00] The importance of vertical integration in real estate investing [16:00] Benefits of clustering properties in high-performing markets [25:00] Best strategies for creating a financial shield for your investments [32:00] Insights into building a cash flow-focused portfolio for time and financial freedom Resources mentioned in this episode [10:00] BiggerPockets [10:30] The Turnkey Revolution by Chris Clothier | Hardcover and Kindle [10:45] REI Nation [19:15] Who Not How by Dan Sullivan and Benjamin Hardy | Hardcover , Kindle , and Paperback About Dr. Axel Meierhoefer, PhD Dr. Axel Meierhoefer, PhD, is a former Air Force member and software company executive who founded a consulting firm in 2005. The 2009 Great Recession led him to discover real estate, igniting a passion that transformed his career. Learning about the 1031 exchange and the potential for financial independence, Axel and his wife embarked on a challenging journey, acquiring nine properties and mastering real estate investment. Now, Axel combines his expertise and experience to mentor others through the IDEAL Wealth GROWER system, helping individuals achieve economic and financial independence. He offers mentoring programs, eBooks, and an app to guide people on their path to building a legacy of passive income and financial freedom. Connect with Dr. Axel Website: Ideal Wealth Grower Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Links referenced in this episode: idealwealthgrower.com biggerpockets.com Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Self-Storage Strategies That Could Skyrocket Your Wealth with Fernando Angelucci Part 2 48:41

37 weeks ago48:41

48:41

Catch the second part of our conversation with Fernando Angelucci, where we dive deeper into self-storage strategies for maximizing profits in the self-storage market, including when to sell for the best return and how to leverage SBA loans with minimal capital. Plus, get a glimpse into Fernando’s nomadic lifestyle and how living with less has fueled his success. So tune in for actionable tips and a fresh perspective on business and life. Key takeaways to listen for [03:00] Current opportunities in the self-storage market as occupancy rates stabilize and rent increases return [05:57] Fernando’s approach to strategic exit planning and determining the optimal time to sell a property [18:19] How to use SBA loans creatively to maximize leverage and minimize out-of-pocket expenses [22:49] Pro-storage opportunities that may offer high returns and strong tenant demand [38:19] Ways Fernando’s minimalist, travel-focused lifestyle enhances his personal life and drives business success Resources mentioned in this episode [38:19] The 4-Hour Workweek by Timothy Ferriss | Kindle and Hardcover [38:19] Vagabonding by Rolf Potts | Kindle , Hardcover , and Paperback [40:27] At Home in the World by Tsh Oxenreider | Hardcover [39:49] Furnished Finder [44:43] Children's Dyslexia Centers of Cincinnati [45:22] Live Oak Bank About Fernando Angelucci Fernando is a real estate professional with extensive experience in building businesses, acquisitions, and underwriting of large, complex commercial real estate equity and debt transactions spanning various markets. He has spent the last decade becoming one of the largest wholesalers in the Chicagoland area. He has successfully scaled his wholesaling business to a goliath and used the same skill sets and systems to establish and grow his self-storage portfolio. Connect with Fernando Website: The Storage Stud Phone Number: 630-408-8090 Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Self-Storage Strategies That Could Skyrocket Your Wealth with Fernando Angelucci Part 1 49:15

38 weeks ago49:15

49:15

In this episode, Fernando Angelucci shares his remarkable journey from engineering to building a $230 million self-storage empire. Discover how he leveraged smart capital strategies, market timing, and operational excellence to rapidly scale his business. Fernando also reveals his insider tips for balancing risk and long-term profitability in real estate. Don’t miss this chance to learn from a true industry leader and turbocharge your investing success. Tune in now and start transforming your real estate game! Key takeaways to listen for [2:26] The importance of building a strong operational foundation for your business [5:12] Why you need to strategically exit residential real estate investing [7:15] Smart capital raising strategies for real estate investors [21:25] The power of market timing and strategic exits [24:54] How real estate investors need to balance long-term holds with strategic sales Resources mentioned in this episode [02:32] Traction by Gino Wickman | Kindle , Hardcover , and Paperback About Fernando Angelucci Fernando is a real estate professional with extensive experience in building businesses, acquisitions, and underwriting of large, complex commercial real estate equity and debt transactions spanning various markets. He has spent the last decade becoming one of the largest wholesalers in the Chicagoland area. He has successfully scaled his wholesaling business to a goliath and used the same skill sets and systems to establish and grow his self-storage portfolio. Connect with Fernando Website: The Storage Stud Phone Number: 630-408-8090 Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Links referenced in this episode: ssse.com Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Top Things Investors Need To Know To Future-Proof Your Finances with Travis Watts 32:26

39 weeks ago32:26

32:26

Are real estate investments still worth it in 2024? Learn the answer in this episode with Travis Watts! Listen until the end as he reveals how to navigate today’s capital-raising challenges and ways you can transition from active to passive RE investing. Tune in now to elevate your investments to greater heights. Key takeaways to listen for [03:15] Challenges of raising capital in today's market and the importance of understanding investor sentiment [6:24] Benefits and scalability of transitioning from active real estate investing to passive investing [11:53] Strategies to diversify your investment portfolio effectively [18:04] The importance of thoroughly vetting your real estate operators [26:11] Why 2024 is a promising year for real estate investments About Travis Watts Travis is a proven leader in the real estate industry, where he’s been investing since 2009 in multi-family, single-family and vacation rentals. He began investing with Ashcroft Capital several years ago and has taken part in more than 30% of the Ashcroft opportunities. After experiencing above-average communication, reporting, deal volume, and performance, Travis expressed interest in joining the Ashcroft Investor Relations Team. He also has a background in traditional Wall Street investing and obtained a Series 7 and Series 63 license while working at a major brokerage firm with more than 400 billion in assets. He now dedicates his time to educating others in the world of investing and has made it his mission to share passive investment strategies in order to help others achieve and maintain wealth in real estate. Connect with Travis Website: speakwithtravis.com Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Never Miss Another Deal Through These Flexible Financing Hacks with Kevin Amolsch 36:29

40 weeks ago36:29

36:29

Are you ready to unlock the potential of your real estate investments with innovative financing? Dive into the world of real estate financing with Kevin Amolsch as he unveils the secrets behind successful real estate investments. Listen to the full episode to learn how to navigate the challenges of today's market. Key takeaways to listen for [05:05] Kevin’s journey from Army service to real estate investing and how it laid the foundation for his success [09:53] How Pine Financial Group's flexible financing solutions provide unique funding options in volatile markets [13:22] Marketing strategies and tips to turn market challenges into opportunities [16:57] Why patience and proper liquidity are crucial for real estate investing success [38:28] A transformational project where Pine Financial Group converted a dark safeway into a thriving fitness center Resources mentioned in this episode The Pine Report Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle and Paperback About Kevin Amolsch Kevin formed Pine Financial Group, Inc. in 2008 after leaving a small mortgage company as the senior loan officer for residential lending. Kevin has a degree in Finance, which he obtained after serving four years in the US Army. Kevin started out in banking, working at First Bank in the lending department while in school. From there, he started his first real estate investment company, which is still active today. Connect with Kevin Website: Pine Financial Group Email: kevin@pinefinancialgroup.com Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Links referenced in this episode: thepinereport.com pinefinancialgroup.com Links referenced in this episode: thepinereport.com pinefinancialgroup.com Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Implement These Land Banking Strategies to Turn Dirt into Gold with Brad Warren 33:55

41 weeks ago33:55

33:55

Discover the hidden goldmine of land banking with Brad Warren. Uncover the secrets of strategic land investments, learn how patience transforms into massive returns, and dive into real-world success stories that will inspire you. Get ready for Brad's game-changing insights on building generational wealth through land banking. Tune in now and kickstart your journey to financial freedom! Key takeaways to listen for [05:05] Brad’s transition from a speaking career to land banking and how his investments have grown over time [10:04] Real-world examples of successful land investments [13:22] How strategic land placement in growth areas may lead to substantial appreciation [17:31] Various exit strategies and investing opportunities to turn land into a cash-flowing asset [36:18] A proposition to possibly ensure low property taxes, making the long-term holding of land more manageable Resources mentioned in this episode Just Sold! The Real Estate Professional's Guide to Selling More in Less Time by Bradley K. Warren About Brad Warren Brad helps patient investors purchase risk-mitigated, pre-developed land in high-growth areas of Southern California. He then assists them in selling their parcels to developers who consolidate that land into larger parcels for housing, shopping centers, mixed-use projects, solar farms, and more. Multiple returns on investment are widespread. The majority of his investors use dormant or under-performing 401(k)s or IRAs to fund their investments, but they can also use cash, do a 1031 exchange, or utilize several other options. Connect with Brad Website: Bradley K. Warren & Associates, Inc. Email: brad@bradwarren.com Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Links referenced in this episode: bradwarren.com Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
A Step-by-Step Guide To Win In Any Business You Choose with John T. Hewitt 37:32

42 weeks ago37:32

37:32

Ready to transform your business strategy with insights from a true industry titan? Join us in this episode with John T. Hewitt! Tune in now and learn how to leverage franchising for scalable success, set visionary goals, and create a winning business culture. Packed with actionable advice and inspiring stories, this episode is your ticket to achieving financial freedom. Key takeaways to listen for [09:53] Why you need to set big, audacious goals and have a clear, convincing vision [12:37] Importance of implementing systems for repetitive tasks to ensure efficiency and scalability in business [16:26] What is crucial for maintaining a successful and cohesive team? [33:03] How to achieve the key to a successful franchise [41:22] Significance of listening to your team and customers Resources mentioned in this episode [01:56] Jackson Hewitt [01:56] Liberty Tax Service Claim your FREE copy of John’s book, “iCompete” by visiting https://loyaltybrands.com/free-icompete-book/ . About John T. Hewitt John is an American entrepreneur, co-founder of Jackson Hewitt, sole founder of Liberty Tax Service, and current CEO of ATAX. As of late 2006, Hewitt served as CEO, chairman of the board, and president of Liberty Tax Service. These companies account for over 10,000 tax preparation offices in the United States and Canada. Additionally, John pioneered developing and using specialized tax-preparation software, which has become the industry standard. Connect with John Website: Loyalty Brands LinkedIn: John T Hewitt Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Links referenced in this episode: loyaltybrands.com Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
How is Blockchain Redefining Real Estate Investing? with Roberto Capodieci 33:58

43 weeks ago33:58

33:58

Are you ready to explore how blockchain technology revolutionizes the real estate industry? In this episode, we sit down with blockchain expert Roberto Capodieci to demystify the blockchain and its transformative impact on real estate. From fractional ownership to secure transactions, Roberto breaks down complex concepts into relatable insights. Packed with valuable knowledge and forward-thinking ideas that could reshape your investment strategies, this is an episode you won’t want to miss. Key takeaways to listen for [2:05] What you need to know about blockchain technology [07:30] How does blockchain enable fractional ownership in real estate? [08:58] Regulatory hurdles and reputational issues blockchain faces, and how they are being addressed [13:12] Real-world uses of blockchain in real estate [24:17] Insights on future blockchain trends in real estate and potential investment opportunities Resources mentioned in this episode [36:51] ZooBC: New Strategies in Blockchain by Roberto Capodieci & Barton Johnston | Paperback About Roberto Capodieci Roberto is a Chief Technology Officer and blockchain evangelist known for his expertise in establishing and implementing a corporate technical vision and strategic direction. He excels in strategic planning, business intelligence, team building, and decentralization. Roberto is committed to cultivating strong stakeholder relationships and driving competitive advantage through proactive collaboration with cross-functional teams. Engaging and collaborative, Roberto is a trusted partner to C-level leadership, identifying opportunities for significant savings and process improvements. Connect with Roberto Website: Roberto RCX Capodieci LinkedIn: Roberto Capodieci Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Credit Unions vs. Banks: Which is Better for Your Real Estate Investment? with Mark Ritter 25:57

44 weeks ago25:57

25:57

Tune in this episode with Mark Ritter as he shares his deep knowledge and practical tips on leveraging credit unions to secure favorable loan terms and build lasting financial relationships. Tune in to this episode to gain a deeper understanding of how credit unions can be a powerful ally in your small business and real estate investment journey. Key takeaways to listen for [02:42] Credit Unions vs. Traditional Banks [05:08] Why you need to have a strong relationship with your lender [10:40] Types of loan products available through credit unions and how they compare to traditional bank offerings [14:01] The impact of recent economic shifts on lending practices [17:27] How the SBA loan process became a viable option for working capital and business expansion About Mark Ritter Mark is the CEO of MBFS and an expert in credit unions and business lending. His primary role at MBFS is overseeing the strategy of helping credit unions assist members with business needs and consulting with credit unions on planning the delivery of services to their membership. Connect with Mark Website: Member Business Financial Services | Mark Ritter Podcast: Credit Union Conversations LinkedIn: Mark Ritter - Member Business Financial Services | LinkedIn Follow Us On Social Media YouTube: Truly Passive Income TikTok: @trulypassiveincome Instagram: @truly_passive_income Facebook: Truly Passive Twitter: @trulypassive Download Our FREE Passive Investor Toolkit Everything you need to get started in passive investing - Download Here Links referenced in this episode: mbfs.org Mentioned in this episode: Sponsored by Nomad Capital Looking to invest in self-storage? Nomad Capital converts vacant big-box retail spaces across the Southeast into climate-controlled storage, with a target of 20% annual returns. Our fund combines low leverage and high depreciation for strong growth and valuable tax benefits. By buying properties at deep discounts, we often achieve break-even at just 40% occupancy. Join a proven model in a resilient asset class that continues to deliver, even in today’s market. Learn more at nomadcapital.us/tpi. Accredited investors only.…

Truly Passive Income

1
Unlocking the Potential of Self-Directed IRAs in Real Estate with Neil Henderson and Clint Harris 23:31

45 weeks ago23:31