David Hicks is co-president of Dallas-based HomeVestors of America, Inc., the largest professional house buying franchise in the U.S. with more than 75,000 houses bought since 1996. Since joining HomeVestors in 2005 as Director of Franchise Systems, Mr. Hicks quickly developed a process for coaching franchisees. From 2006-2009, he coordinated the franchisee support for the company as vice president of operations. In January 2009, he became co-president of the company with Kenneth Channell, and since that time, company growth has been record-setting with the total number of franchisees nearing 800. Before joining HomeVestors, Mr. Hicks was president of NEFX, Inc. in Richardson, Texas from 1999-2005, and president of Success Motivation Institute in Waco, Texas prior to 1999. Mr. Hicks graduated with a Bachelor of Science degree in chemistry from Texas State University in San Marcos, Texas.
Edwin Kelly is America’s leading expert on Self Directed Retirement accounts and self-directed investment strategies. He has more than 24 years of experience in the Financial Services Industry. He worked for such notable companies like UBS and BISYS. Edwin is a Founder and currently serves as CEO of Specialized IRA Services.
During his career, Edwin has also helped set up a Self Directed IRA provider and grow it from 2 employees with approximately 300 accounts to 15 employees with approximately 3000 accounts.
Edwin has helped one Self Directed IRA Custodian to become the largest in the industry. In 7 years, he grew the company from 97 employees to 300 employees, increased the Assets Under Custody from $2 Billion to $12 billion, and participated in the successful acquisition of 3 competitors.
Edwin is an avid educator, adding value to clientele by developing significant knowledge assets at every company he has worked with. His passion for helping others learn about their Self Directed IRA options has made Edwin a popular and engaging speaker who is frequently invited to speak at seminars and workshops, in webinars, and as a radio guest. Edwin has made several special appearances on the Money Show, and his work and ideas have been featured in major national magazines and newspapers throughout the United States.
Topics he is frequently asked to speak about include:
Edwin Kelly is a member of RITA (The Retirement Trust Association), attended The Ohio State University, and holds an MBA from Franklin University. He is the co-author of the bestselling book Leverage Your IRA. He is currently writing his next book, The Retirement Dilemma and 7 Specialized Strategies You Can Implement to Solve It.
Matt is a real estate investor and agent. He has had the pleasure of working with hundreds of investors from all over the world and helped them to grow massive wealth and passive income through remote real estate investments. He also leads a retail real estate team working with buyers and sellers servicing all 50 states. When he has the spare time, he teaches college courses as an adjunct professor at a handful of colleges and universities.
Before real estate, he spent 17 years as a project manager and licensed engineer in the construction industry building bridges, highways and industrial plants throughout the United States. Through his research and firsthand experiences, he’s leveraged his passions to become an author, mentor, and teacher, and has helped people all over the world unlock their passions to achieve their highest potential.
Mr. Jones entered the financial services industry in 1970 and has taught the subjects of tax management and financial strategy planning since 1974.
He is a Certified Tax Coach™, Chairman of the Strategy Planning Professional Advisory Council, an alliance of Tax and Estate Planning Attorneys, CPAs, Real Estate and other financial professionals, and a member of the Planned Gift Development Committee for St. Mary’s Medical Center Foundation in Long Beach, CA.
Mr. Jones is also a co-founder of the Aliso Viejo (CA) Chamber of Commerce, writes on tax planning issues and speaks extensively on this topic at public and trade association forums.
Brian Page made his first million before the age of 30 in the wild world of real estate. During the historic crash of 2007, he lost it all. Starting over with no credit or savings to speak of he went on to start an Airbnb business, making over six figures in his first 6 months, using properties he doesn’t own.
After automating and outsourcing nearly every aspect of his business, Brian has enjoyed traveling the world and managing his Airbnb empire from his laptop, seeing 16 countries so far just this year. He believes wealth is not merely having money, but also the time and freedom to enjoy it.
Brian’s BNB Formula Masterclass reveals exactly how he started and grew his business so fast and how you can do the same in any of the 192 countries Airbnb operates in. BNB Formula is the only teaching of its kind showing entrepreneurs how to build a multi-listing six to seven figure Airbnb business -without having to own a single property as well as how to outsource and automate that business.
Brian charges $5,000 per day to work with clients one on one, but his 8-week masterclass and live group coaching reveal the same techniques and simple step by step formula. Seize this outstanding opportunity and begin building your own Airbnb Empire today!
After Lee developed his highly acclaimed Foreclosure and Short Sale Courses, he began to speak all over the country on these two profitable strategies. In all of his travels, he was constantly bombarded by the same question, “Where do I get the money”? Tired of seeing dreams dashed over something so simple, Lee immediately set out to create the most comprehensive curriculum on the subject of Private Money ever compiled in one place.
Recently featured in Forbes, the Boston Globe, Market Watch, Reuters, and Businessweek as a leading investment strategy expert and as a consultant to Donald Trump’s “Trump University”, Lee Arnold has built a personal fortune with private and hard money transactions. As a Real Estate Broker and Lender of both Private and Hard Money, Lee Arnold has helped countless people in the United States and Canada successfully and lucratively obtain the capital they need to be successful in real estate investment. A master at networking, Lee connects investors to lenders from all over the United States and Canada.
Lee created The Lee Arnold System of Real Estate Investing to teach clients how to translate workbook education and real estate theory into the real world of real estate investment success. However, after years of teaching and mentoring around the nation, he found that education doesn’t mean a lick if the person being taught doesn’t have the capital to put their knowledge into genuine action. Lee already had access to capital, but his students didn’t.
So, Lee took the challenge and created Cogo Capital®, where real estate investors could go for unlimited funds for their non-owner occupied investments. Since then, Lee has been involved in over 1 Billion Dollars-worth of real estate deals with clients.
While the progression seemed natural, they were missing one, very large and essential piece of the pie. The marketplace was teeming with people who had the funds, who aspired to make higher returns on their invested dollar but lacked the desire to get involved in real estate at the ground level.
In light of this opportunity came Secured Investment Corp, which gave people the training they needed to safely lend on first trust liens (real estate), and make higher returns than they were currently seeing in their stock market, bank CDs, or bond investments. As they combined all these facets—training, funding, and the education to lend on real property—they began to notice a progressing trend of growth and success with the clients involved.
Through this model, what they call “The Circle of Wealth,” they noticed that people who entered in at the training level and borrowed funds for their real estate investments eventually became lenders in their own right. They then helped others obtain the capital needed to grow their real estate portfolios. This allowed everyone, on every side, to succeed.
It is their goal that everyone can enjoy some level of success in The Circle of Wealth, and inevitably lap it several times over.
Paul Ritter has over 25 years’ experience in the mortgage and credit enhancement industries. He has developed software, which invokes mortgage-underwriting guidelines. It is very useful for anyone looking to buy a home, wants to run “what if” scenarios and is especially useful for Lease Option transactions. Paul has formerly owned and operated several mortgage companies. He is currently the owner of Credit Investigation Service, dba My Credit Team that specializes in credit enhancement for the Real Estate Industry. He also owns a screening company, which provides the front-end piece to evaluate potential tenant/buyers. He is an expert in building Business Credit. Paul is well versed in identity theft protection and repairing a credit report after an ID theft incident. He is FICO certified, an expert in his field and a national sought after speaker.
Landon Rothstein is a full-time professional real estate investor in the Houston Texas area holding over 87 properties. He joins Mitch on this podcast to tell us about life before and after his move to full-time investing. He also discusses why he chooses to host a local meetup.com group. He is a consummate doer and thinker and a conversation worth listening to.