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Passive Income Unlocked - 012: Return on Equity and Return on Investment with Anthony Walker

012: Return on Equity and Return on Investment with Anthony Walker

09/05/21 • 26 min

Passive Income Unlocked

Title: Return on Equity and Return on Investment with Anthony Walker

Anthony is the CEO and managing broker of Buckingham Investments. Just as Buckingham Investments has been doing for over 50 years, Anthony seeks to be a trusted advisor and assist his clients with achieving financial independence and retirement security through investing in multi-family income property. He believes that real estate wealth is not created only at the time of purchase, but well before an investment is ever made through education and planning.

He teaches frequent seminars on many aspects of investing and has been an invited guest speaker at multiple educational institutions and trade organizations throughout Southern California. Practicing the investment philosophy he teaches, Anthony has also developed an extensive portfolio of income property, the vast majority of which is located in the local Greater South Bay of Los Angeles.

Let’s tune in to his story!

[00:01 - 04:36] Opening Segment

  • Get to know my guest Anthony Walker
  • Anthony tells the story of how he got into REI
    • A journey that started in Costa Rica
    • The growth of Buckingham Investments: brokers and investors

[04:37 - 13:03] Return on Equity and Return on Investment

  • Why ROI matters only in the beginning
  • Return on Equity matters more
  • Anthony discusses the difference between ROE and ROI
  • Exchange-Refine-Buy Analysis
    • Max cash-out refinance proforma
  • Considering area quality, debt, and asset

[13:04 - 24:36] Working with Brokers

  • Why lenders are going to force you to cash flow
  • Investing in SoCal
    • Anthony shares why he likes to invest in South California
  • How to Work with Brokers
    • Making deals happen as a broker
    • Reaching out and connecting with investors
    • Great ways not to get deals

[24:37 - 26:20] Closing Segment

  • Final words
  • Connect with my guest, Anthony in the links below

Tweetable Quotes

“Once that first year is over, ROI is not a very meaningful metric anymore.” - Anthony Walker

“Using too much leverage can get you into a lot of trouble.” - Anthony Walker

“If you act transactionally or take from everybody in the chain of the transaction out of their pocket, that’s a great way not to get more deals.” - Anthony Walker

------------------------------------------------------------------------

Reach Anthony through [email protected] and LinkedIn

Check out his website: https://www.buckinghaminvestments.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email [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!

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Title: Return on Equity and Return on Investment with Anthony Walker

Anthony is the CEO and managing broker of Buckingham Investments. Just as Buckingham Investments has been doing for over 50 years, Anthony seeks to be a trusted advisor and assist his clients with achieving financial independence and retirement security through investing in multi-family income property. He believes that real estate wealth is not created only at the time of purchase, but well before an investment is ever made through education and planning.

He teaches frequent seminars on many aspects of investing and has been an invited guest speaker at multiple educational institutions and trade organizations throughout Southern California. Practicing the investment philosophy he teaches, Anthony has also developed an extensive portfolio of income property, the vast majority of which is located in the local Greater South Bay of Los Angeles.

Let’s tune in to his story!

[00:01 - 04:36] Opening Segment

  • Get to know my guest Anthony Walker
  • Anthony tells the story of how he got into REI
    • A journey that started in Costa Rica
    • The growth of Buckingham Investments: brokers and investors

[04:37 - 13:03] Return on Equity and Return on Investment

  • Why ROI matters only in the beginning
  • Return on Equity matters more
  • Anthony discusses the difference between ROE and ROI
  • Exchange-Refine-Buy Analysis
    • Max cash-out refinance proforma
  • Considering area quality, debt, and asset

[13:04 - 24:36] Working with Brokers

  • Why lenders are going to force you to cash flow
  • Investing in SoCal
    • Anthony shares why he likes to invest in South California
  • How to Work with Brokers
    • Making deals happen as a broker
    • Reaching out and connecting with investors
    • Great ways not to get deals

[24:37 - 26:20] Closing Segment

  • Final words
  • Connect with my guest, Anthony in the links below

Tweetable Quotes

“Once that first year is over, ROI is not a very meaningful metric anymore.” - Anthony Walker

“Using too much leverage can get you into a lot of trouble.” - Anthony Walker

“If you act transactionally or take from everybody in the chain of the transaction out of their pocket, that’s a great way not to get more deals.” - Anthony Walker

------------------------------------------------------------------------

Reach Anthony through [email protected] and LinkedIn

Check out his website: https://www.buckinghaminvestments.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email [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!

Previous Episode

undefined - 011: A Woman in Private Lending with Alex Breshears

011: A Woman in Private Lending with Alex Breshears

Title: A Woman in Private Lending with Alex Breshears

Alex Breshears is a military spouse, private lender, passive investor, short-term rental owner and manager, and a Director of Investor Relations at a Reg A+ fund that is purchasing multifamily assets in the southeast and midwest.

Let’s tune in to her story!

[00:01 - 03:37] Opening Segment

  • Get to know my guest Alex Breshears
  • Alex shares about her life and how she got into real estate
  • What is your lifestyle? What is your requirement?

[03:38 - 11:47] Women Can Do It Too

  • What are people looking for?
  • Alex talks about the BRRRR Model
  • Private lending on flips
  • Growing and thriving as a woman in wealth development
    • Being the only woman in the room

[11:48 - 21:35] A Woman in Private Lending

  • Getting More Women Involved
    • Private Lending Lessons
  • “This style of investing really resonates with women.”
  • What is private lending?
    • Alex explains what private lending is
    • Why private lending is appealing to women
  • Passive Investing versus Private Lending
  • Finding a Style of Investing for Oneself

[21:36 - 23:41] Closing Segment

  • Final words
  • Connect with my guest, Alex in the links below

Tweetable Quotes

“Real estate tends to be a slow moving asset. It’s fairly liquid.” - Alex Breshears

“Private lending and passive investing, I think, would be something that speaks specifically to women.” - Alex Breshears

------------------------------------------------------------------------

Reach Alex through [email protected] and LinkedIn

Join his Facebook Groups: Private Lending Lessons and Mission First Capital

Check out her websites: www.infiniteroadinvestments.com and www.MissionFirstCapital.com

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email [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!

Next Episode

undefined - 013: Investor and Sponsor Syndication Dynamics with Amy Wan

013: Investor and Sponsor Syndication Dynamics with Amy Wan

Title: Investor and Sponsor Syndication Dynamics with Amy Wan

Amy Wan is the Founder & CEO of Bootstrap Legal, which automates real estate syndication legal documents, and a Partner at Sosnow & Associated, a securities law firm. She hosts The Law and Blockchain Podcast and has authored the Bloomberg Law practice guide to ICOs and Lexis Nexus' Private Equity practice guide. Previously, she was a Partner at a boutique securities law firm and General Counsel at a real estate crowdfunding platform. Amy founded Legal Hackers LA, which programs around the intersection of law and technology; was named one of ten women to watch in legal technology by the American Bar Association Journal in 2014 and one of 18 millennials changing legaltech by law.com in 2018; and was nominated as a Finalist for the Corporate Counsel of the Year Award 2015 by LA Business Journal.

Amy has also worked in international regulatory and trade policy at the U.S. Department of Commerce, and was a Presidential Management Fellow at the U.S. Department of State and U.S. Department of Transportation. She holds an LL.M. in Public International Law from the London School of Economics and Political Science, a JD from the University of Southern California Gould School of Law, and a BA in Biological Sciences from the University of Southern California.

Let’s tune in to her story!

[00:01 - 05:00] Opening Segment

  • Get to know my guest Amy Wan
  • Amy Wan talks about her life and career
    • Having to end her international career
    • Finding her way to beginning Bootstrap Legal

[05:02 - 10:26] Securing Your Real Estate Syndications

  • Regulatory requirements in real estate syndications
  • Exemptions in registering an offering
    • Wolf 506 B under regulation D
    • Rule 506 C
  • What you should know before investing in a deal

[10:27 - 22:29] Investor and Sponsor Syndication Dynamics

  • The Waterfall Structure
    • Fully understanding what you’re getting
    • The different waterfall structures
  • Refinancing and paying back investors
  • Amy talks all about fees
    • Standard fees in real estate syndications
  • Legal ownerships in a company, Class B and Class A ownerships

[22:30 - 24:31] Closing Segment

  • Final words
  • Connect with my guest, Amy in the links below

Tweetable Quotes

“It’s not uncommon in the industry for sponsors to get sued by their own investors.” - Amy Wan

“Always be sure to ask your sponsor.” - Amy Wan

“People should be looking at government provisions to fully understand what their rights are when things go south.” - Amy Wan

------------------------------------------------------------------------

Reach Amy through [email protected] and LinkedIn

Check out her website: https://www.bootstraplegal.com/

WANT TO LEARN MORE?

Connect with me through LinkedIn

Or send me an email [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!

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