Passive Income Unlocked

Ready to take your investment journey to new heights with real estate? In this episode, Scott Jacobsen dives into an innovative way to invest in this industry and stresses how you can benefit from rental income, asset appreciation, quarterly distributions, and cash flow from rent with the Roots REIT model. This episode is perfect for anyone wanting to learn more about rental investing and understand more about REITs before jumping into real estate investments.

Scott is the co-founder and Chief Operating Officer of the Roots Investment Community, a privately held Reg A REIT (Real Estate Investment Trust) focused on residential income-producing real estate. Thanks to Roots' groundbreaking innovative model, residents who rent their properties can build wealth side by side with other investors empowering them to Own While they Rent starting from the day they move in.

[00:01 - 06:01] Opening Segment

• What allows residents and their projects to be owners while they rent

• Scott has been interested in real estate through family and friends and has owned REITs for 15 years

• How Roots Investment Company allows anyone to invest in their portfolio of residential property

[06:02 - 11:49] The Win-Win Model

• REITs have traditionally been reserved for wealthy, accredited investors

• Rents are rising, and inventory is decreasing, making it harder for most people

• Residents become investors in the REIT when they move in, with their deposit invested into the fund

• Residents get a portion of their rent back each month as a rebate, and it is invested into the fund

[11:50 - 17:35] Invest in Real Estate with as Little as $100

• How residents are incentivized to take care of the property with their deposit growing at the rate

• Investment grows through rental income and appreciation of property value

• Fund is up 16% in the last 12 months and 29.7% since July 2021

[17:36 - 20:14] Closing Segment

• Low risk due to portfolio spread across 60-100 properties

• Recurring investments can be set up for easy savings and investing

Connect with Scott:

Website: Invest with Roots

Instagram: @investwithroots

Facebook: Invest with Roots

Key Quotes:

“We want to create an opportunity where anyone and everyone can build their wealth through real estate.” - Scott Jacobsen

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at [email protected]

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

What does it take to go from being a professional athlete in Russia to a successful real estate investor in the United States?

In this captivating episode, Igor Shaltanov shares his remarkable journey from being a professional water polo player in Russia to becoming a thriving entrepreneur and real estate investor in the United States. He discusses the challenges he faced during the uncertain times in Russia in the 1990s and how his decision to pursue a career in sports led him to discover new opportunities and expand his horizons. Igor's story is one of perseverance, adaptability, and the willingness to take risks in pursuit of a better future for himself and his family. Throughout the episode, he shares valuable insights on transitioning from being an athlete to an entrepreneur, the importance of passion and discipline in business, and the lessons he learned from his experiences in real estate investing.

Igor Shaltanov, co-founder and managing partner of Avista Fund, is a former professional athlete who transitioned into successful entrepreneurship and real estate investment. Guided by discipline and a relentless drive for excellence, Igor has founded and managed thriving companies and businesses in Southern California.

[00:00:00] - [00:08:59] Growing Up in Russia and Pursuing a Career in Sports

• The challenges and uncertainties of living in Russia in the 1990s
• How sports provided an opportunity for personal growth and new experiences
• The impact of traveling and expanding one's horizons

[00:09:00] - [00:16:59] Transitioning from Athlete to Entrepreneur

• The decision to stay in the United States and start a new life
• Opening a basketball training company and the lessons learned from running a business
• The importance of passion and discipline in entrepreneurship

[00:17:00] - [00:23:59] Discovering Real Estate Investing

• The journey from being a business owner to an investor
• The lessons learned from early real estate investments in Russia
• The decision to focus on real estate investing in the United States

[00:24:00] - [00:30:59] Scaling Up in Real Estate

• The challenges and benefits of investing in single-family homes
• The decision to transition to multifamily syndication
• The importance of understanding one's goals and desired role in real estate investing

[00:31:00] - [00:34:59] Navigating the Current Multifamily Market

• The impact of rising interest rates and new supply on the multifamily market
• The importance of finding good deals and locking in favorable interest rates
• The value of staying informed through conversations with experienced operators

Quotes:

"Investing is not about chasing the latest trends; it's about understanding the fundamentals and making informed decisions." - Igor Shaltanov

"Real estate investing is a journey of constant learning and adaptation. Embrace the challenges, and you'll find success." - Igor Shaltanov

Connect with Igor:

Website: https://avistafund.com/

eBook: www.winrealestategame.com

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at [email protected]

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Success is measured not just in numbers but in the lives transformed along the way!

Franco Perez, a mobile home and park management expert, unveils the heart of purpose-driven real estate. He shares his journey from a dissatisfying career as a real estate agent to a fulfilling path centered on helping families achieve homeownership. Franco's passion for positive impact over profit drives his commitment, leading to success despite challenges. This episode highlights mobile home parks as a gateway to wealth building and emphasizes the profound influence of purpose in creating lasting community change. Franco's story encourages listeners to prioritize purpose and impact in their real estate endeavors, inspiring a better future for all.

[00:00 - 06:24] Inspiring Financial Security and Community Impact

• Franco helps people own mobile homes and manages mobile home parks
• His purpose is to build something that will help someone in his shoes back then
• Franco highlights mobile home parks as a way to build wealth through ownership, aligning with his commitment to fostering financial stability

[06:25 - 11:07] Franco's Purpose-Driven Path in Real Estate

• Franco's career shift from real estate agent to mobile homes stemmed from a desire to assist those lacking resources, emphasizing meaningful impact over wealth
• Despite initial financial struggles, Franco's unwavering passion fueled rapid learning and growth, highlighting the profound benefits of pursuing meaningful work
• His journey underscores the importance of prioritizing positive change, urging others to create a better world through impactful contributions

Connect with Franco:

LinkedIn, Facebook,

or visit his websites nextlevelincome.com and https://beacons.ai/franco.tv

Key Quotes:

"Don't always chase the money. Find a way to really create an impact." - Franco Perez

"Everyone's kind of chasing how I made X amount in a month, but I think we should try to also think about how we help a family get ahead or how we can build something that will create an impact for the future." - Franco Perez

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at [email protected]

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

In this installment of the "Investing Shorts" segment focused on mindset, host Sujata sits down with Kenny Rose, founder of FranShares. They discuss two key mindset shifts that have helped Kenny in business and life: the "left lane theorem" and starting each day with enthusiasm.

With extensive experience across media, franchising, and alternative investing, Kenny Rose has established himself as an authority reaching over 300 million people. After getting licensed and working in traditional finance, Kenny shifted to franchise brokerage. He guided entrepreneurs through choosing from 600+ brands in 100+ industries.

Leveraging this expertise, Kenny founded Semfia, an income-focused franchise brokerage. But he went further by launching FranShares, the first platform enabling retail franchise investing. FranShares has garnered huge interest with $18.4M in subscriptions and a 41,000+ waitlist, cementing Kenny as a leader in the alternative investing space.

[00:02] The "Left Lane Theorem"

• Kenny's dad taught him this concept as a teen - when everyone is going right, don't be afraid to go left and blaze your own path.
• Kenny applied this to his career by leaving traditional finance to pursue franchising, an unknown industry at the time.
• The lesson: Take a step back and consider different options from the herd mentality.

[00:05] Start Each Day With Enthusiasm

• Making your bed each morning starts the day off with accomplishment.
• Having an enthusiastic mindset is a choice and can change your whole day.
• Self-talk, believing in yourself, and choosing "yes" leads to more energy and opportunities.

[00:09] Benefits of an Enthusiastic Mindset

• More energy and less fatigue throughout the day
• Increased luck and opportunities due to positive outlook
• Tendency to attract the energy you put out into the world

Connect with Kenny:

LinkedIn: Kenny Rose

Website: FranShares

Key Quotes:

"Take a step back and look what everyone else is doing and don't be afraid to do something else." - Kenny Rose

"People get very stuck in what's worked in the past and not what's going to work the best in the future." - Kenny Rose

"How you start your day is how the rest of the day is going to go." - Kenny Rose

WANT TO LEARN MORE?

Connect with me through LinkedIn.

Or send me an email at [email protected]

Visit my website, www.luxe-cap.com, or my YouTube channel.

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Alex Jarbo is a short-term rental developer and manager. He was born and raised in Detroit, Michigan. He served in the Marine Corps for 4 1⁄2 years where he was stationed in Washington DC apart of the Marine Corps Honor Guard. He left the Marine Corps at 22 years old to pursue his career as a real estate professional. He is the founder and CEO of Sargon Investments, and he has a goal of developing 650 cabins in the next 3 years. Alex holds an MBA with a concentration in Real Estate Development and is currently finishing a Doctorate in Business with a concentration in Leadership. He is the host of the YouTube channel Alex Builds where he teaches the ins and outs of short-term development and management.

In this episode, Alex shares his story of how he has made progress towards his short-term rental development goals by implementing a framework and focusing on daily tasks. He emphasizes the importance of uninterrupted time to focus on his goals and recommends breaking goals down into smaller, manageable tasks. He discusses the idea of setting goals and timelines for oneself in order to achieve them more efficiently. He found that by focusing on achieving specific goals in a shorter amount of time, there is less pressure and stress involved. He mentions a book called, “The ONE thing” by Gary Keller, which focused on goal setting was very helpful in achieving their desired outcome. Listeners can learn more about him and his firm by visiting his website at https://www.alexjarbo.com/!

[00:01 - 09:35] Opening Segment

• Alex has made progress towards his goals in the space through careful intelligent investing and a mindset focused on framework and schedule

[09:36 - 18:55] A Framework That Will Help You On Your Goals

• Alex mentions the most productive time for him
• Having a framework for one’s goals is important, as is breaking tasks down into manageable chunks to make them seem less daunting
• Having uninterrupted time to work on one’s goals is key to success
• He shares his tips for setting goals and achieving them in 12 weeks

[18:56 - 25:45] Closing Segment

• Alex offers his advice to those interested in short-term rental properties
• Join Alex's Masterclass at, http://bdbstrmasterclass.com/!
• Alex shares where you can get in contact with him (links below)

Quote/s:

“Outside of mindset, I would say like the biggest thing is making sure that there's a framework that you can just follow on a daily basis because that will help with the mindset stuff as well. It's like having a big goal, but also having a framework to help you achieve that goal.” – Alex Jarbo

You can connect with Alex through his:

Website: https://www.alexjarbo.com/

Facebook: Alex Jarbo

LinkedIn: Alex Jarbo

YouTube: Alex Jarbo

Instagram: Alex Jarbo

LinkedIn: Alex Jarbo

Masterclass: http://bdbstrmasterclass.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email at [email protected]

Visit my website www.luxe-cap.com or my YouTube channel

Thanks for tuning in!

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!