Investing Stuff You Should Know
Johnny Nelson
This channel is for Winners in life AND Winners at Work.
You don't have to choose one over the other...If you want to hear how top players discuss how they invest, from passive to active, those raising capital, and managing funds, you're in the right digital space!
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Top 10 Investing Stuff You Should Know Episodes
Goodpods has curated a list of the 10 best Investing Stuff You Should Know episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Investing Stuff You Should Know for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Investing Stuff You Should Know episode by adding your comments to the episode page.
Why Diversifying In Real Estate Still Matters
Investing Stuff You Should Know
09/07/23 • 19 min
Billionaire Warren Buffett famously stated, "You know, we think diversification is—as practiced generally—makes very little sense for anyone that knows what they're doing...it is a protection against ignorance."
With that backdrop, we'll discuss why diversification is still a good idea, at least in real estate. We cover many asset classes - residential, commercial, industrial, hospitality, and specialty - offering insights on managing risk and maximizing returns.
We also touch on unique investment strategies like joint ventures and delve into the potential impacts of natural disasters on your experiences.
In this episode, we explore why companies and investors are making a beeline for regions like Dallas, Phoenix, and how you, too, can benefit from a region's unique mix of politics and favorable regulations.
Understand why factors like population growth, demographics, and liquidity should be on your radar while investing in a region. And it doesn't stop there!
Investors achieve diversification by betting on different asset classes, such as multifamily, self-storage, and industrial.
Whether you're a seasoned investor or just dipping your toes in, this episode will equip you with invaluable insights to chart your course in the dynamic landscape of real estate investing.
Live free. Get Educated. Master Your Money.
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Dan Krueger - Minneapolis Multifamily Master and Co-Founder of Invictus Capital
Investing Stuff You Should Know
06/20/22 • 37 min
Dan Krueger lays out his journey from college graduate to Co-founder of the amazingly successful Invictus Capital.
Dan acquired serious financial underwriting skills working for several firms in the Minneapolis MN area before meeting his business partner Anthony - and the rest is a story for the local business community to study and learn from.
Dan discusses several key phases of their business growth over the past few years, and you'll get great insights into leveraging social media including YouTube, Podcasts, and even teaming up on a best-selling book and to scale a real estate business and raise capital from passive investors around the US.
Contact Info Below:
Phone
- 612-810-9293 (Home)
From LinkedIn:
Co-Founder of Invictus Capital, a local firm that invests in Multi-Family Real Estate in the Minneapolis St. Paul area. We are a vertically integrated organization with property management and construction companies in-house. This allows us to acquire and re-position assets quickly and efficiently driving strong cash flow and forcing appreciation.
Live free. Get Educated. Master Your Money.
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Youtube Videos now up as well! Subscribe here:
https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg
Transform TAXES into Investments - Zak Shaik explains how
Investing Stuff You Should Know
03/25/22 • 35 min
This episode is not for everyone.
However, if you're interested in getting your taxable income as close to ZERO as possible, check out this incredible episode.
Zak Shaik spent decades perfecting his approach and has more credentials than a room full of CPAs
Learn how to turn last year's tax bills into an investment you control and get the returns.
Sweet.
Courtesy of His Profile Page:
Mr. Shaik is President and Chief Investment Officer of Portal Capital Management, LLC. He has been actively involved in financial services, asset based lending, and real estate investment banking for over 30 years. For the past 20 years, he has operated Progressive Equity Partners, LLC, a private equity firm advising commercial real estate owners and developers regarding debt restructuring, property dispositions and debt financing alternatives. Has represented numerous private investors as a placement agent in a variety of asset based lending transactions involving real estate and corporate assets. He formed Portal Capital management upon recognizing a huge void in the Asset Basedlending markets, for short to mid term catalytic financing on performing and non performing debt.
This provides an opportunity for Real estate and Corporate Creditors such as banks and other hedgefunds to dispose of their performing and non performing assets through privately negotiated transactions to exit undesired financial obligations. Mr. Shaik developed a network of over 2500 finance and real estate professionals as well as a handful of international correspondents who also serve on Portal Capital Mgt’s advisory board. Through this
network a consistent flow of quality transactions of over $100 MM are exposed for his attention.
Additionally he brings a wealth of knowledge from operating his Independent Fiduciary Private Wealth management firm Sabur PWM that affords him a broader specialization in: ZERO Capital gains tax w/o 1031 Exchange, Income & Estate tax mitigation, 3 rd party Lawsuit and creditor protection, Tax FREE Business succession planning, Risk mgt / Insurance strategies just to name a few. A strong reputation with a successful career built over 30 years one client at a time. Families, Charitable organizations and business owners with $5 Million to more than $100 Million in net worth have consulted Mr. Shaik for Estate, Investment,
Corporate retirement and Business succession planning advice. He believes “Just as humans are holistic beings so should their financial portfolios be treated!”. To promote that message he educates clients nationwide on available options as a Fiduciary, (with the help of his team of tax, legal and estate planning profession als) to achieve favorable and preferred outcomes.
Live free. Get Educated. Master Your Money.
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Youtube Videos now up as well! Subscribe here:
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How to Prepare For the Fed's Digital Currency Revolution with Nicole Borderlon
Investing Stuff You Should Know
01/10/23 • 50 min
Likely, you didn't even know about it.
The Fed and other sizable financial institutions were working on a highly centralized bank digital currency (CBDC) in 2022. with even more ambitious plans for 2022.
Are you prepared? Have you included the correct language in your legal documents?
Nicole is a strong proponent of capitalism and the idea that you can control your financial future when she isn't teaching others about the secrets of the financial world.
A core principle of her company Artemis Advisory Group is that you have an inherent right to manage your money, amass wealth, and fulfill your financial aspirations—not Wall Street, central banks, or the Federal Government.
Hope you learn something on this wild ride.
Nicole’s LinkedIn Profile
linkedin.com/in/nicole-bordelon-ctp-cpcp
Website:
www.artemisadvisory.net
Business email[email protected]
Facebook group:
WealthIQ Free Facebook Group
Live free. Get Educated. Master Your Money.
Subscribe to our Podcast here!
https://investingstuffyoushouldknow.buzzsprout.com
Youtube Videos now up as well! Subscribe here:
https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg
Jake Marmulstein - Surprise journey of Tech Entrepreneur and CEO of Groundbreaker
Investing Stuff You Should Know
04/29/22 • 40 min
Every syndicator and capital raiser uses an online platform, and we have the CEO of one of the best capital portals (Groundbreaker) in the business!
Jake tells an engaging story from college and his foray's into hospitality, RE, fundraising, and growing a tech startup. He share's the good, the bad, and the average, and more importantly what he saw for the need to launch Groundbreaker.
Jake is based in Chicago but was in Minneapolis where I am currently located. Good to see the Midwest not getting left behind in the tech startup space.
Contact Info:
Jake’s Profile
linkedin.com/in/jakemarmulstein
Website
- groundbreaker.co (Company Website)
Jake's Linked Profile:
From the Atlanta area, Jake is an entrepreneur and business executive with a variety of experience, including ERP to SaaS, digital marketing to education technology, and hospitality to real estate. He has advised executives of early stage companies, lead operations and finance, product, sales, and customer success efforts.
In his current operating role, Jake is the Founder, President & CEO of the Real Estate Investment Tech SaaS company Groundbreaker Technologies. He made the initial angel investment, completed key hires, established selling, financial and operational systems, lead a Series Seed-round of financing, and continues to grow the company.
Jake received his bachelor's degree from Cornell University, where he emphasized in hospitality and minored in real estate. He studied abroad in Rio de Janeiro and at Cornell was involved in grant writing for grassroots community service organizations while also forming a non-profit peer to peer mentorship organization. Jake has worked abroad in London, Madrid, Rio de Janeiro, and Puerto Rico and has a working proficiency with Spanish and Portuguese.
Live free. Get Educated. Master Your Money.
Subscribe to our Podcast here!
https://investingstuffyoushouldknow.buzzsprout.com
Youtube Videos now up as well! Subscribe here:
https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg
The Legal View: “The Investments Lawyer” talks life, loss, funds & family
Investing Stuff You Should Know
09/17/23 • 44 min
On January 2, 2018, Michael learned he was going blind.
Retinitis pigmentosa, he finds out, is genetic, with no known cure.
Michael takes us through his deeply personal struggles of health, wealth, identity, and realization and how this led him to leave the corporate world behind for a new life chapter.
His tale is an adventure, as he shares his transformative experience traveling across South America and Europe, writing, and forming relationships that have helped him rediscover his purpose.
Today, he's found his way back to law. But family and life lessons now guide his WHY.
Beyond the life story, we dive deep into the complex world of investment laws. With his extensive knowledge of securities law, Michael adds context and clarity to the new SEC limited partner guidelines.
His keen insights into the SEC guidelines for real estate funds and the future of investment funds are both enlightening and thought-provoking.
Finally, we touch on the fundamentals of investor education and the critical role trust plays in investment funds.
Links Here:
https://x.com/investing_law?s=20
https://investoropportunitynetwork.com/
Live free. Get Educated. Master Your Money.
Subscribe to our Podcast here!
https://investingstuffyoushouldknow.buzzsprout.com
Youtube Videos now up as well! Subscribe here:
https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg
Masterclass in Partnerships - Learn from Amy Sylvis
Investing Stuff You Should Know
08/15/22 • 24 min
NO one wants to hear, "I'd love to, but I don't know how I can help . . ."
During the depts of COVID, Amy Sylvis dig deep and found a way to not just grow her business, but strap a rocket to it.
Amy brings all of herself to everything she does, but leaves the excuses behind- she's essentially a walking miracle, (listen as she explains), radiates compassion for those around her, and still dominates her team's problems in capital raising and real estate investment!
Contact Info:
linkedin.com/in/amysylvis
Website
- sylviscapital.com (Company)
BIO:
Amy Sylvis is the founder and principal of Sylvis Capital, a real estate firm that invests in large multifamily properties in emerging markets throughout the United States. Accredited and non-accredited investors appreciate investing alongside us to take advantage of not only our extensive experience, but also our detailed research and exclusive relationships.
Sylvis Capital offers multifamily investment opportunities without the day to day hassles of owning real estate while generating strong returns.
Sylvis Capital currently has over 430 apartment units and $39M worth of assets under management.
Live free. Get Educated. Master Your Money.
Subscribe to our Podcast here!
https://investingstuffyoushouldknow.buzzsprout.com
Youtube Videos now up as well! Subscribe here:
https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg
Flint Jamison - Launching a Fund, building a team and raising a family!
Investing Stuff You Should Know
07/12/22 • 27 min
Flint Jamison doesn't disappoint as he brings his deep analytical and managing experience into the Real Estate Fund space. He shares how he did it, what he learned, the resources needed, and his team's goals looking into this year and beyond.
Learn how you too can keep a W2 job and get into real estate, either as a passive or active investor, and of course check out his on-point websites and blog posts!
Flint’s Profile
linkedin.com/in/flintjamison
Websites
- vestuscapital.com (Company)
- vestuscapital.com/blog/ (Blog)
- calendly.com/vestuscapital/30min (Schedule a Call)
[email protected]
From Linkedin:
I help busy people earn passive income through commercial real estate investing.
With a minimum of $50k investment, you can own equity and receive income from real estate, without dealing with the tenants, toilets, and termites.
This is truly PASSIVE income - make money while you SLEEP.
You can earn an Average Annual Return of 15% or greater. Effectively doubling your investment in 5 years.
Retire early with outstanding returns, quarterly cash flow, and tax benefits
💰 Build generational wealth
🛩 Travel more
Achieve the life you want to live
Download our FREE REPORT to understand the benefits and simplicity of investing in multifamily at vestuscapital.com or send me a personal message here on LinkedIn
Live free. Get Educated. Master Your Money.
Subscribe to our Podcast here!
https://investingstuffyoushouldknow.buzzsprout.com
Youtube Videos now up as well! Subscribe here:
https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg
Ariel Diaz CCIM Shares his journey - SF, Commercial, and Fund Strategy
Investing Stuff You Should Know
03/25/22 • 45 min
Ariel Diaz share his story from the great state of Florida, and his fantastic journey over the past 20 years in the Real Estate Industry.
He Details his journey from single family to large commercial and finally his forays into the fund space, using SPVs. We end up talking details on his strategy and how he leverages SPVs, and the derisking to his investors.
Guest Bio:
Ariel O. Diaz, CCIM is the Managing Principal of Trajan Capital LLC and CEO of Trajan Commercial Real Estate Inc. He and his wife, Claudia oversee the day-to-day operations of their family-owned commercial real estate investment and consulting firm based in Miami, FL.
He graduated from Barry University and has been practicing real estate for over 20 years, specializing in commercial investment property analysis. He enjoys assisting clients to acquire, renovate, operate, and sell income producing real estate. He is constantly researching and exploring nationwide opportunities to assist in the financial goals of his clientele. He is driven to assist his clients in accumulating and preserving their wealth by structuring equity partnerships to go after larger real estate projects. As an investor himself, he creates opportunities that he shares with his clients so that anyone can participate in high quality assets, that outperform the overall market.
Mr. Diaz has raised capital, managed renovation projects, and provided property managing services. As a consultant, he has advised and array of clientele utilizing his strategies to execute the sale of millions of dollars in commercial real estate, including multifamily, industrial, medical/professional buildings and commercial development.
Ariel has achieved the distinguished Certified Commercial Investment Member (CCIM) designation, which only six percent of all real estate practitioners across the globe have the privilege of holding. He serves on the CCIM Miami Dade/Monroe District Board of Directors.
Live free. Get Educated. Master Your Money.
Subscribe to our Podcast here!
https://investingstuffyoushouldknow.buzzsprout.com
Youtube Videos now up as well! Subscribe here:
https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg
Bernard Reisz - 1031, Retirement, & Tax Advising Wizard and Consultant
Investing Stuff You Should Know
04/01/22 • 49 min
Bernard Reisz is our in-house wiz at using retirement accounts in syndications, funds, and other investments. His mission to you as an investor is to be EMPOWERED with clarity, certitude, & control.
His team is not just selling paper and contracts, but have the expertise and knowledge to ensure full compliance
Email
[email protected]
He has a fantastic educational platform as well, see connection inks below.
- members.resurefinancial.com/ (Company Website)
- resurefinancial.com/ (Company Website)
- bbb.org/us/ny/new-york/profile/tax-consultant/resure-llc-0121-170719 (BBB A+ Profile & Reviews)
From his Linked Profile:
Are You a Real Estate Investor? Be EMPOWERED with clarity, certitude, & control. Join the ReSure Financial Investor Education Space for Next Level tax, legal & financial education: https://members.resurefinancial.com/
For podcast episodes: https://www.resurefinancial.com/checkbook-control-retirement-learning-center/self-directed-financial-podcasts/
My goal is to empower you to optimize your finances and investing through the strategic use of tax, legal, & financial tools.
https://www.resurefinancial.com/self-directed-retirement-services/: Get direct control of tax-favored funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s
https://www.resurefinancial.com/resure-1031-exchange-services/: Streamlined 1031 Qualified Intermediary Services, using smart tech & delivering expert personal assistance
AgentFinancial.com: Tax, entity, and financial services for real estate professionals, including 1031 & 453 advisory services, for real estate agents, real estate investors, and mortgage brokers. An integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities.
Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies.
As a guest on numerous financial, tax, real estate, and legal forums I deliver straight-talk and unique insight. Many of these are accessible at: https://www.resurefinancial.com/checkbook-control-retirement-learning-center/self-directed-financial-podcasts/
Want to connect? https://members.resurefinancial.com/
Live free. Get Educated. Master Your Money.
Subscribe to our Podcast here!
https://investingstuffyoushouldknow.buzzsprout.com
Youtube Videos now up as well! Subscribe here:
https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg
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FAQ
How many episodes does Investing Stuff You Should Know have?
Investing Stuff You Should Know currently has 76 episodes available.
What topics does Investing Stuff You Should Know cover?
The podcast is about Wealth, Entrepreneurship, Investing, Money, Multifamily, Podcasts, Economics and Business.
What is the most popular episode on Investing Stuff You Should Know?
The episode title 'Billions Raised. 20,000 Students. Fund Launch founder Bridger Pennington knows YOU can do it too' is the most popular.
What is the average episode length on Investing Stuff You Should Know?
The average episode length on Investing Stuff You Should Know is 36 minutes.
How often are episodes of Investing Stuff You Should Know released?
Episodes of Investing Stuff You Should Know are typically released every 7 days, 1 hour.
When was the first episode of Investing Stuff You Should Know?
The first episode of Investing Stuff You Should Know was released on Mar 25, 2022.
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