Passive Income, Active Wealth - Hard Money for Real Estate Investing

For this week’s episode of Passive Accredited Investor Show, the Carolina Capital Management team’s guest last week, Jeffery Watson is back to give an update about the IRA mess that is happening in Congress.

Jeffery S. Watson is an Ohio attorney who has had an active trial and hearing practice since 1991. Jeff has also been a real estate investor since 1994, investing in both residential and commercial properties.

He currently represents established real estate investors in commercial and residential matters when the transactions involve self-directed retirement accounts. He has become recognized as a thought leader and teacher in the field of real estate investing, self-directed retirement account transactions, and wealth protection.

Timestamps:

0:01 - Introduction: “Setting A Budget Causes People To Have To Be Accountable”

1:05 - https;//www.CarolinaHardMoney.com

1:18 - https://calendly.com/wendysweet/wednesdays-with-wendy.

2:27 - Today’s guest: Jeff Watson - https://www.watsoninvested.com/

3:35 - Jeff Watson’s update on the IRA crisis that is happening in Congress.

5:50 - Is the IRA crisis over?

6:16 - Important things to focus on to ensure your IRA is safe 10:12 - Look ahead, plan ahead.

11:14 - How to Take Action to Stop the Budget Reconciliation Act - https://www.handsoffmyira.com/

12:43 - What is the next step?

14:12 - Connect with Jeff Watson -https://www.watsoninvested.com/

15:06 - Contact your Congressman to stop the Budget Reconciliation Act - https://www.votervoice.net/NREIA/camp...

16:51 - Share your story on social media

19:01 - Two important messages from Jeff Watson

22:11 - Make it appoint to know great people in the real estate industry

24:05 - Who are the people that made you aware of this critical issue that will affect how you are going to build wealth for your family and heir?

27:49 - Control & Choice

28:34<...

Mark your calendar for this week's Passive Accredited Investor Show! The Carolina Capital Management team will be joined LIVE by Fernando Angelucci, COO, IMPACT Self Storage.

Fernando started doing real estate on the residential side by wholesaling & acquiring residential rentals. Then went on to build a multi-family rental portfolio spanning the Midwest. To prepare for the next cycle, IMPACT now focuses on self-storage.

Fernando Angelucci worked at Dow Chemical, a Fortune 50 company, rolling out a flagship product estimated to gross $1B in global revenues.

When he was 23, Fernando started doing real estate on the residential side with wholesaling and acquiring residential rentals. Fernando then went on to build a multi-family rental portfolio spanning the Midwest. In preparation for the next down cycle, Fernando and the team divested from residential real estate to focus on self-storage.

Timestamps:

0:01 - Introduction

1:43 - https;//www.CarolinaHardMoney.com

2:20 - https://calendly.com/wendysweet/wednesdays-with-wendy

2:50 - Today’s guest: Fernando Angelucci, COO of IMPACT Self Storage

3:32 - Numbers on Self-Storage value

10:25 - Self-storage on big-box retail stores

13:37 - Importance of aesthetics in storage facilities

15:19 - Where are the best places to invest and build self-storage facilities?

21:25 - Do you utilize the effect of Walmart when looking for a place to build self-storage facilities?

26:14 - Automated storage facilities

27:20 - Get connected with Fernando Angelucci: https://www.ImpactSelfStorage.com

29:20 - Advantages of the Self-storage business

Carolina Capital is a hard money lender serving the needs of the “Real Estate Investor” and the "Small Builder" borrower who is striving to build wealth and generate income for themselves and their families. We offer “hard money rehab loans” and "Ground-up Construction Loans" for investors only in NC, SC, GA, VA, and TN (some areas of FL, as well).

As part of our business practices, we also serve as consultants for investors guiding them to network with other investors and educating them in locating and structuring transactions. Rarely, if ever, will you find a hard money lender willing to invest in your success like Carolina Capital Management.

Listen to our Podcast: https://thealternativeinvestor.libsyn.com/

Visit our website: https://carolinahardmoney.com

YouTube Channel: https://www.youtube.com/channel/UCYzCFOvEt2n9TchgECLwpww/

Facebook: https://www.facebook.com/CarolinaHardMoney/

Join the Carolina Capital team every Thursday at 1 pm Eastern for the Passive Accredited Investor Show!

This week Bill Fairman, Wendy Sweet & Jonathan Davis are joined by the CEO of NNG Capital Fund, Fuquan Bilal to discuss mortgage notes and why buying second mortgage non-performing notes is a great investment opportunity.

Fuquan Bilal The company's CEO, founded NNG in 2012 with the principal mission of capitalizing on the growing supply of mortgage notes in the interbank marketplace.

Mr. Bilal utilizes his 21 years of residential and commercial real estate success to identify real estate opportunities and capitalize on them.

To date, he has successfully managed three private mortgage note funds that primarily invest in single-family performing and non-performing mortgage notes.

His financial acumen and proprietary set of investment criteria enable him to purchase under-performing real estate assets at a deep discount of face and market values, thereby increasing the value of the assets.

This, coupled with his ability to maximize the use of leverage, enables him to build strong, secured portfolios with solid passive income flows.

Fuquan effectively hedges investors' risk by spreading their investment across a portfolio of alternative assets that diversify and stabilize the fund's return and valuation.

https://nngcapitalfund.com/

Timestamps:

0:01 - Introduction: “Would you buy a non-performing, second mortgage note? ”

1:43 - https;//www.CarolinaHardMoney.com

1:59 - https://calendly.com/wendysweet/wednesdays-with-wendy

2:44 - https://www.WizeWomenExpo.com/Home - Oct 22nd & 23rd (Short-term Rentals)

3:54 - Today’s guest: Fuquan Bilal, CEO of NNG Capital Fund

5:08 - Purchasing Second Mortgage Non-performing Notes

7:45 - What is the game plan when buying Second Mortgage Non-performing Notes?

9:24 - You don’t have to do borrow management when you buy a second mortgage

13:55 - Is there more inventory available for mortgage notes?

15:59 - Different assets of NNG Capital Fund

17:58 - Two Types of Tax Sales

20:18 - NNG Capital Fund’s mission

21:23 - The NNG Capital Fund

24:55 - Are you accepting investors in NNG Capital Fund?

26:09 - Disclaimer

26:58 - What do you see in the future, increasing values in properties or a real estate collapse?

29:10 - Get connected with Fuquan Bilal - https://www.NNGCapitalFund.com

Carolina Capital is a hard money lender serving the needs of the “Real Estate Investor” and the "Small Builder" borrower who is striving to build wealth and generate income for themselves and their families. We offer “hard money rehab loans” and "Ground-up Construction Loans" for investors only in NC, SC, GA, VA, and TN (some areas of FL, as well).

As part of our business practices, we also serve as consultants for investors guiding them to network with other investors and educating them in locating and structuring transactions. Rarely, if ever, will you find a hard money lender willing to invest in your success like Carolina Capital Management.

Listen to our Podcast: https://thealternativeinvestor.libsyn.com/

Visit our website: https://carolinahardmoney.com

YouTube Channel: https://www.youtube.com/channel/UCYzCFOvEt2n9TchgECLwpww/

Facebook: https://www.facebook.com/CarolinaHardMoney/

Join the Carolina Capital team every Thursday at 1 pm Eastern for the Passive Accredited Investor Show!

This week Bill Fairman, Wendy Sweet & Jonathan Davis give you an overview of investing in Private Placements. Different types of private placements and what numbers are important to you.

To be successful in your real estate investment you have to know and understand your numbers. - Wendy Sweet

Timestamps:

0:01 - Introduction: “Numbers on Funds & Investments”

0:54 - https;//www.CarolinaHardMoney.com

1:09 - https://calendly.com/wendysweet/wednesdays-with-wendy

1:59 - https://www.WizeWomenExpo.com/Home - Oct 22nd & 23rd (Short-term Rentals)

5:33 - Investing in Private Placements

6:03 - Importance of Knowing and Understanding your Numbers

8:10 - Stock market vs. Visionaries

10:06 - What is a Private Placement?

13:05 - What is not going to change?

14:12 - Benefits of short-term loans

15:35 - Call options in long-term loans

19:18 - What is the purpose of your investments?

21:20 - Is there life in your investments?

22:54 - What is Compound Interest?

23:50 - Prepare for exit strategies 25:05 - Return of Investment

Carolina Capital is a hard money lender serving the needs of the “Real Estate Investor” and the "Small Builder" borrower who is striving to build wealth and generate income for themselves and their families. We offer “hard money rehab loans” and "Ground-up Construction Loans" for investors only in NC, SC, GA, VA, and TN (some areas of FL, as well).

As part of our business practices, we also serve as consultants for investors guiding them to network with other investors and educating them in locating and structuring transactions. Rarely, if ever, will you find a hard money lender willing to invest in your success like Carolina Capital Management.

Listen to our Podcast: https://thealternativeinvestor.libsyn.com/

Visit our website: https://carolinahardmoney.com

YouTube Channel: https://www.youtube.com/channel/UCYzCFOvEt2n9TchgECLwpww/

Facebook: https://www.facebook.com/CarolinaHardMoney/

Bill Fairman (00:01):

Hi, folks. This is the time of the year that you hate. It's called Setting Your Goals for 2023. We're gonna have more about that right after this.

(00:33):

Thank you for joining us on the Real Estate Investor channel, hard Money for Real Estate Investors. We are Carolina Capital Management private lenders in the Southeast for real estate professionals. If you have a project you'd like us to take a look at, go to carolina hard money.com and click on the Apply Now tab. If you're a passive investor looking for passive returns, go to the accredited Investor tab. Oh, and you must click it as well. Don't forget the like, share. So subscribe. Hit the bell, sit there and look at it. , don't forget, Wednesdays with Wendy. Wendy sets aside 30 minutes per person to talk about anything real estate related. On Wednesdays, there's a link to get on her calendar. She's typically booked up pretty far in advance, so get in while the giddings. Good.

Wendy Sweet (01:36):

excuse me. So Wendy, you had the Quest Con thing, and I'm pausing, I feel like the president when I'm reading a speech pause here,

(01:59):

.

Bill Fairman (02:01):

So tell us about it. How'd it go?

Wendy Sweet (02:04):

It was a great, it, the whole event was incredible, but the panel was terrific. I was just so honored to be with the two panelists that I was on there with, that their, their brains are incredible. What was really cool is that were all three lenders and we all three underwrite a little bit differently. And, and that's really what we talked about were the, the different things that we look at. So you can still buy a recording from that event, so it's worth it. If, if you do that, it's well worth it.

Bill Fairman (02:40):

Is there a URL that you know of where people can

Wendy Sweet (02:43):

I'm sure there is one, but No, I don't know of it. But if you get on Quest Con Live 2022 on the, of course the internet Googles it, as we say. Well,

Bill Fairman (02:56):

I'm, I'm pretty sure it'll materialize

Jonathan Davis (02:58):

In our comment section.

Wendy Sweet (03:00):

That's exactly right. . But that'll, and, and then you can buy it at a discount too with Carolina 15, I believe is what we had that I'm sorry,

Bill Fairman (03:11):

I said sweet. Yeah,

Wendy Sweet (03:12):

That's

Bill Fairman (03:13):

Me,

Wendy Sweet (03:13):

Not you. Sweet . Well, I, you know, it, it pains me to see you guys with that background of, you know, the beautiful

Bill Fairman (03:23):

Tropical, tropical

Wendy Sweet (03:24):

Plant. Sure. Yeah. It's cold here.

Jonathan Davis (03:27):

It was, it was really tough to set out there this morning.

Wendy Sweet (03:32):

I feel bad for you

Jonathan Davis (03:32):

Guys barefoot while, you know, the sun, you know, was just beaming over the water.

Wendy Sweet (03:38):

Just amazing how you guys constantly just take it for the team.

Bill Fairman (03:41):

,

Wendy Sweet (03:42):

,

Bill Fairman (03:42):

Those who don't know, we're in Fort Lauderdale at the family office event. Yeah. It's called the Family Office Club. There's ultra high net worth individuals office here. Yeah. there's institutional investors as well as people that are trying to raise capital and people who are trying to deploy it.

Jonathan Davis (04:01):

One of the great things, if, if you are interested in learning how to talk to or approach family offices, this is a great event because there's many panels with the, the managing partners of those family offices, setting there, telling you what they're looking for and how they look at things. So it can give you an insight into how to approach a family office, which is, which is is a great resource for a lot of people when you're looking f to, you know, a little bit more than buying or selling one or two loans, you know, kind of scaling.

Bill Fairman (04:35):

Yeah. Quick tip. One pager and a one liner on what you do. They don't wanna see a whole blown out email your slide deck and all that. They're not gonna look at it to get inundated with stuff.

Wendy Sweet (04:46):

Awesome. To explain just for a quick second, what a family office is, because many people may not know.

Jonathan Davis (04:53):

Yeah. Family office is just it's a aggregation of family a family or multiple families. and they typically have a minimum of 10 million net worth.

Wendy Sweet (05:07):

well jump change.

Jonathan Davis (05:08):

Most of them are probably closer to the a hundred million plus smart, but minimum of 10 million to kind of make the metrics work to start a family office. And it basically just helps you propel you...