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Real Estate Investor Summit Podcast

Real Estate Investor Summit Podcast is focused on teaching others to gain financial freedom through real estate. Interviews with investors, coaches, and instructors who tell amazing stories and give invaluable advice for real estate success. I want our listeners to be inspired to dream big and reach the next level in their business and personal life.
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Now displaying: February, 2018
Feb 27, 2018

Mitch Stephen has been a self-employed RE investor for 20+ years. His real estate investing career started at the age of 23 when he read “Nothing Down” by Robert Allen.

REAL ESTATE INVESTOR: Mitch, together with his wife, Tommi, and his daughter, Shannon purchased their fair share of local houses. Their company, Independence Day, Inc., has bought and sold over 1,500 properties in and about San Antonio, Tx since 1996. This company specializes in buying distressed properties with OPM and the selling of those owner financed properties.

AUTHOR:
Mitch is the author 3 books:

MY LIFE & 1,000 HOUSES:
Failing Forward to Financial Freedom

MY LIFE & 1,000 HOUSES:
200+ Ways to Find Bargain Properties

My Life & 1,000 Houses
The Art of Owner Financing

For more info about these books go to http://1000houses.com/the-book/

EDUCATOR:
Mitch offers Online Education, Group Coaching, and one-on-one Mentorships as it relates to all the aspects of Owner Financing and owner financed properties.

Mitch forged the creation of a mass texting software, LiveComm.com to help solve problems that arise when you get numerous calls from bandit signs and other advertising efforts to sell your houses.

The main reason Mitch wanted this system was to reduce the number of calls from potential buyers (that asked the same questions over and over) to a group of the most qualified buyers, saving time for the sales team. This solves that and much more to streamline your selling process.

What you’ll learn about in this episode:

  • Why you shouldn’t let being broke prevent you from getting into real estate
  • Why having money doesn’t give you an advantage in real estate
  • Mitch’s story: how he was able to achieve success with no money
  • Fixing the money-only mindset
  • Finding the deals first and worrying about the money second
  • Why you need to stop running away from your fears
  • The key pieces of an effective contract
  • How to assess the value of a property
  • A real estate investor’s #1 asset
  • Becoming a professional deal-writer

Resources:

Feb 22, 2018

For over 10 years Rick Allen has been an active investor. As the Co-Founder and fund manager of Cloud Capital Management and the Co- Founder of Paperstac, he has conducted transactions with large A-list institutions.

Rick has expert experience in investment strategies of the real estate sector, with a primary focus on discounted Acquisitions and distressed assets. He has participated in the purchase of over 400 single family homes with a purchase price of $25,000,000.00 and a market value of $45,000,000.00.

Since 2014 he’s been actively working on a new way for note investors to purchase and sell mortgage notes. Now that their platform is live, they’ve been actively growing and expanding the market to bring the opportunity of mortgage notes to a larger audience.

What you’ll learn about in this episode:

  • How note buying positively impacts the community
  • The negative impact a vacant home has on a community
  • Rick and TJ's strategy of investing in small-balance mortgage notes
  • How they create sustainable home ownership for underserved markets, primarily low to middle income borrowers
  • The partnership they have with a technology company to speed up the time it takes to fill out the loss mitigation packet
  • How Rick and TJ structure their deals with borrowers to make it a win-win scenario for both parties
  • The impact on a community allowing someone to live in a house has just in property taxes
  • The negative impact Dodd Frank has had

Resources:

Feb 20, 2018

Mat Trenchard earned an accounting degree from the University of Houston – Downtown. Right out of school, he went to work at KPMG as a public auditor.

He quickly found that his career path did not align with the vision he had for his life. Shortly thereafter, Mat realized his true passion was working with people and found an interest in real estate.

Following his position at KPMG, Mat went on to become the CFO of one of the top property management companies in Houston where he oversaw their accounting and finances. While Mat learned quickly how to analyze the numbers behind real estate investment, he wasn’t tapped into his passion for working with people. Mat joined Senna House Buyers in a sales role and found immediate success because of his ability to connect with other people.

He has a unique ability to think outside the box to find creative solutions to any type of situation. Over the course of the next couple of years, Mat continued to take on more responsibility and apply his unique skill set to help grow Senna House Buyers. He has proven to become an invaluable asset to the team and has become a partner in the company.

Mat enjoys spending time with his wife Shanna and son Aiden. He loves being outdoors and is an avid runner, triathlete and plays lacrosse for the Houston Heights Lacrosse Club.

What you’ll learn about in this episode:

  • Wholesaling 100 houses a year
  • The obstacles and opportunities available with flood-damaged houses
  • How some properties can reclaim lost value in just a few years after a flood
  • The risk in Houston, TX where no one knows for sure what is going to happen with flood insurance after Hurricane Harvey
  • Why you should always get flood insurance (and why you should sell a property if the flood insurance is so high that you don’t want to pay it)
  • Labor costs: why Mat hasn’t seen a huge labor cost increase but why the demand may make it so for others
  • Why lower value houses keep demand when the overall housing market decreases
  • How Mat is able to wholesale houses in less than a month
  • Using a coach to make sure you don’t make dumb mistakes that are easily avoided
  • Keeping people in your organization motivated by paying based on commission
  • Why you’re not going to become a millionaire overnight

Resources:

Feb 15, 2018

At the age of 23, with nothing but determination, Daniel Moore bought his very first investment property. He has since taken those lessons learned and by the age of 28 became a full time investor.

In 2014, Daniel teamed up with his business partner Nate Worcester to create a software service company with one goal in mind – to help other investors grow. The result of their combined efforts is the most powerful real estate automation system ever created – Propelio.

What you’ll learn about in this episode:

  • Daniel’s real estate investing show Propelio TV
  • Propelio: how it helps investors generate leads
  • The little-known way to find new deals
  • The features and benefits subscribers receive with Propelio
  • How to receive a discount on a subscription to Propelio
  • Being proactive with the leads you collect
  • How to maximize Propelio’s services to make your money back quickly
  • How Propelio differs from other MLS resources
  • Daniel’s advice for new investors who want to take it to the next level

Resources:

Feb 13, 2018

Tom Berry is an established, seasoned real estate investor and teacher in the greater Houston area. Tom did not achieve success overnight, rather his story is one of humble beginnings. Surprisingly, Tom’s career did not start out in real estate. His initial career path was in corporate management and sales. Like many, Tom dreamed of self-employment and to establish long-term wealth. He decided to take the risk, left his nine to five, and started his first company.

The success was short lived as he soon experienced the financial crash in 2007, forcing him to close the doors on the financial service firm. It was after this that he ventured into the world of real estate investing and he’s never looked back.

Today, with over a decade of real estate investing, Tom is the Founder and Principal Owner of Tom Berry REI, Edgewater Property Management, Galco Properties, an off-market wholesaling company. President and Owner of The Wealth Club, a REI networking and educational organization, a Partner with Prosperity Real Estate, a coaching and mentoring program, and a Partner of an Asset Based lending company, Investor Loan Source.

His courage to pursue his dream allowed him to drastically change everything about his life, and his family lineage. He encourages other entrepreneurs to do the same. “All the businesses I own today were inspired by the challenges I faced when I was starting out. I made a ‘one stop shop’ because that is what I needed; it’s what I wished had been available when I started investing.”

Investor Loan Source was indefinitely created by this asset-based 100% asset based lending, no income or reserve requirements. ILS also provides loan options statewide that aren’t available anywhere else or are underserved in the marketplace. Tom Berry is consistently creating unique and innovative resources to meet the needs of today’s real estate investor.

What you’ll learn about in this episode:

  • How Tom and his wife overcame the financial crash which took everything from them
  • The markets Tom focuses on with his investing strategy
  • How Tom developed the wrapable note
  • The wrapable note: what it is and how it works
  • Investing in real estate without having a lot of money up front
  • How real estate laws differ in several states
  • How long it takes for a deal to close with a wrapable note
  • What private lenders are looking for in collateral before lending capital
  • Tom’s advice for creative investors and young entrepreneurs

Resources:

Feb 8, 2018

Scott Maurer holds the distinct designation of Certified IRA Services Professional (CISP) and leads engaging seminars and webinars designed to educate the public on the intricacies of self-directed IRAs. He is experienced with many different investment types and their unique processes. Scott is a licensed attorney and graduate of the University of Florida Law School.

What you’ll learn about in this episode:

  • The difference between a traditional IRA and a Roth IRA
  • How a Roth IRA can help you live tax-free
  • The types of investments you can make with your Roth IRA
  • Taking control of your financial future using your IRA
  • The most common investments Scott sees and deals with
  • Structuring your private lending deals so that you receive fair value in collateral
  • Creative ways to use your IRA and make investments without having to pay taxes
  • How to find the right people to network and do deals with
  • How to get a free copy of Scott’s ebook “Best Practices When Investing Your IRA into Real Estate”

Resources:

Feb 6, 2018

Shane Kidwell is a full-time branch manager and mortgage advisor for Fairway Independent Mortgage Corporation who loves to help people. He graduated from the University of Washington and continues to make the Seattle area his home with his beautiful wife and dog Lola.

Prior to getting into lending, Shane was a full-time fireman working at the busiest station on the West Coast. You will quickly find out that his life as a fireman bleeds into everything he does. From open, direct communication to proactively preparing his clients for success, it’s a part of who Shane is. He prefers to work really fast!

He will never turn down a good cup of coffee and loves educating people on wise long-term financial decisions. Shane believes that making it right and being honest (at all times) is better than making an extra dollar.

Lending is stressful and involves a lot of mutual trust and strong communication. Shane would love to introduce you to his family-oriented approach and become your trusted advisor.

What you’ll learn about in this episode:

  • How Shane implemented systems and organization into the mortgage lending business
  • Why you need to be clear on the types of clients that you serve
  • How partnering with a tech company helped Shane to expand his company’s sphere of influence
  • Building systems that work for small and large real estate organizations
  • Streamlining client communications with BombBomb
  • Why you need to be consistent with your touches to prospects
  • The CRM that’s built for real estate and how you can get a discount on it
  • The CRM Shane is offering a discount on
  • Why you’re going to be left behind if you’re not embracing technology

Resources:

Feb 1, 2018

Brandon Gaunce was notified in November of 2013 that his corporate job position was being eliminated and his options included relocating within the US or taking a demotion to stay in his hometown and face a 2 hour one way commute to and from work daily and he needed to decide by May of 2014.

During that time, he met Mitch Stephen who expressed with empathy that there could be another option if he was willing to be a good student and put in lots and lots of effort! Brandon chose this option and became a student of Mitch’s while taking on a part time job to help ease the transition.

2014 was a tough year, but Brandon and his family made it through successfully by doing just 3 deals and now, a short 3 years later, Brandon has carved out his own little niche in real estate. Coupled with Mitch’s Owner Finance Model, Brandon is averaging 40-50 property acquisitions per year and has an annual income 4 times that of his previous corporate job and a net worth of close to 1 million dollars. He is forever grateful that God put Mitch in his life and doesn’t know where he would be today otherwise!

What you’ll learn about in this episode:

  • Brandon’s story and how he made his career with his back up against the wall
  • Lowering your overhead with the Moat Theory
  • How to track down potential sellers of vacant properties
  • Staying patient when business is slow
  • Achieving success using private money lenders
  • Creative strategies for buying and flipping properties with other people’s money
  • What Brandon’s first 4 years in real estate investing have been like
  • What to do when a deal falls through
  • Eliminating your fear of failure

Resources:

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