Think Outside The Stocks

Madhavi Jain

Most busy professionals, especially high-skilled, high-income earning first generation immigrants, tech professionals and doctors alike, are unaware of the ways of the ultra-wealthy in this country to grow, preserve, protect and pass the generational wealth. Think Outside the Stocks is a podcast focused on educating you to generate multiple streams of passive income, break out of wall street barrier, move towards financial freedom and a life of purpose and passion. Every week, your host Madhavi Jain, an immigrant from India and ex-IT professional from one of the top 5 consulting firms, will bring you industry experts to educate you on risk-managed passive investments in commercial real estate, an efficient savings strategy with Infinity Banking and discussion with experts in tax, legal, estate planning, life protection etc, a holistic point of view for you. Join us to learn and also to draw clues from the success stories of these experts, on how do they "Think Outside the Stocks", so you can too! Please note: This podcast is for educational and informational purposes and should not be considered professional advice.

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Top 10 Think Outside The Stocks Episodes

Goodpods has curated a list of the 10 best Think Outside The Stocks episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Think Outside The Stocks 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 Think Outside The Stocks episode by adding your comments to the episode page.

EP37:Biden’s Exit: Is this the Right Time to Invest in Real Estate? with Bikran Sandhu's $1.8Billion view

Think Outside The Stocks

07/30/24 • 54 min

In this episode, Madhavi is joined by Bikran Sandhu, who provides valuable insights into the current investment landscape, particularly in the RE sector. With President Biden's recent decision to withdraw from the election, and the election pressure itself, there is heightened political uncertainty that could impact investor confidence.
Bikran acknowledges the prevailing political drama and its potential effects on market dynamics. He emphasizes that many investors are questioning whether now is the right time to invest, especially in MF real estate. This discussion is particularly timely, as the market may present unique opportunities amidst the turmoil. Madhavi and Bikran explore whether this moment could be advantageous or turmoil for investment in the sector, addressing the concerns and strategies that investors should consider during these turbulent times.
The episode also emphasizes the importance of having a solid team and infrastructure for successful investing, along with key advice on due diligence and risk management. Bikran's personal philosophy on generational wealth and estate planning adds a unique perspective to the conversation.
Guest Bio:
Bikran Sandhu is the CEO and CFO of Rise48, a leading MF real estate investment firm. With over 53 MF deals closed, 10,010 units, and $1.8 billion in assets under management, Bikran brings a wealth of experience and expertise to the discussion. He holds a finance degree from UC Irvine and has a strong background in financial operations and investment strategy.
List of Topics:
[00:01]Introduction to the episode and guest Bikran Sandhu
[02:06]Current political and economic landscape's impact on RE
[13:32]Fundamentals and long-term outlook of MF investments
[18:25]Rise48's approach to identifying and securing deals
[23:08]Detailed renovation strategy for MF properties
[44:18]Bikran's personal approach to generational wealth and estate planning
[50:59]Conclusion and final thoughts on investing i

Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence.
To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE
Access FREE investor education, and join our community in the members-only area.
To start your journey, download Active Cashflow with Passive Real Estate Investments.
Read the full description at https://thinkoutsidethestocks.com/podcast
CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG

Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

EP35: Turning Gold into Generational Wealth with Industry Expert Dana Samuelson

Think Outside The Stocks

01/19/24 • 42 min

Ever wondered about the captivating journey from an 'unhirable' grad to a $2 billion gold titan? Join Dana Samuelson as he explores the enduring allure of gold in a shifting economic landscape. In this episode, Dana recounts his illustrious career under the mentorship of a gold ownership advocate and delves into the timeless charm of gold. Dana shines a light on the darker aspects of its allure, addressing the environmental toll of gold mining and the exhaustive efforts required to procure this precious metal. We also talked about the allure of cryptocurrencies. While digital currencies present ease of transfer and a break from traditional banking, they can't eclipse the established stability and tangibility of precious metals that now captivate even the tech-savvy, younger investors. We wrap up with a coin collector's dream, delving into the intriguing world of rare coinage, and leave you with thoughtful insights on diversification in wealth preservation – closing with the resonant message that a diversified portfolio is more than just a good strategy; it's a legacy in the making.
With 42 years of experience in precious metals and rare U.S. gold coin buying and selling, Dana Samuelson leads the American Gold Exchange. Renowned for its impeccable national reputation, Dana's company stands out for integrity, consistently high service, reliability, and transparent pricing. He holds endorsements from national newsletter writers, educational conference promoters, and private investors in various industries. Dana, quoted in Forbes and Market Watch and featured on Fox Business, is a sought-after speaker on precious metals and macrofinancial market analysis. As a past president of the Professional Numismatist Guild, the leading organization of rare coin dealers in the US, Dana brings extensive expertise. Notably, he played a pivotal role in assisting the CFTC in their investigation into an allegedly fraudulent national precious metals dealer, with his declaration of fact instrumental in the seizure of the business, and the ongoing prosecution attests to his commitment to industry integrity.
Learn more:
https://www.linkedin.com/in/dana-samuelson-64793056/
https://www.amergold.com/
[email protected]
Show notes:
(2:00) Fun facts about Dana
(6:20) Historical journey of gold prices
(12:22) Possibility of gold confiscation
(14:59) Gold's journey from mines to coins
(18:35) Tax implications of buying and selling gold
(20:44) Comparison wit

EP34: From Hotels to Homes: Andrea Foley's Innovative Solutions for Affordable Housing and Wealth Building

Think Outside The Stocks

01/16/24 • 36 min

Experience a revelation in tackling the housing crunch as Andrea Foley, a maverick in the realm of hotel conversions, joins us to unfold her inventive approach to creating affordable homes. Her journey, from diapers to development, is not just a tale of architectural transformation but a blueprint for cultivating financial acumen. We delve into Andrea's personal narrative, shaped by her father's construction legacy, and discover how her entrepreneurial acumen is addressing the pressing need for cost-effective housing, while also nurturing the roots of financial literacy in her children and through her 'Raise Millionaires' project. Prepare to be inspired by this powerhouse who's not just reshaping the skyline but also the financial future of generations to come.

Andrea started a business back in 2007 with a $2,000 credit card limit. She grew it to annual sales of half-a-million and sold it in 2022. She also worked as a "turn-around" business consultant helping small business owners improve their sales, operations and finance. Aside from the projects listed here, Andrea and Axel have done single-family flips, renovations on residential and commercial buildings, bought and sold a single family rental portfolio and even "house hacked" before their oldest was born. Andrea also worked on a 92-unit townhome development when she was right out of college!

Reach out:

Web: https://www.investwithgwc.com

Podcast: https://www.raisemillionaires.com/

Show notes:

(2:30) 3 interesting facts about Andrea

(7:45) A problem Andrea is trying to solve

(12:06) Hotel conversion business

(19:46) Finding the right hotel to convert

(26:23) How Andrea thinks outside the stocks

(28:42) Rapid fire

(34:20) Where to find more of Andrea

(35:36) Outro

EP 14: Neal Bawa: When Tech meets Real Estate, with The Mad Scientist of Multifamily Part 1

Think Outside The Stocks

04/14/23 • 30 min

Most people are initially hesitant when starting to invest in the stock market, real estate, or just investing in general. A significant part of their concerns – also one of the most substantial obstacles for most investors – is the fear of financial loss. Today we speak with a mentor and the Founder and CEO of Grocapitus Investments, Neal Bawa, also known as the Mad Scientist of the syndication world.
Neal, with his unique perspective backed by data science, explains how investors can take a look at the problems like recession, high-interest rates, and inflation from a completely different perspective and ask themselves a question about how to approach investing in today’s challenging environment. With hope on the horizon, challenge your mindset with a conversation backed by data.
Neal talks about what he does, how he started in real estate, why he believes in real estate over the stock market, and how he found success all through the data he collects. He also shares his unique real estate data methodologies to connect with data-driven investors who share his vision.
About Neal Bawa
Neal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $1 billion-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization.
The Mad Scientist lives by two mantras. His first mantra is that “We can only manage what we can measure.” His second mantra is that “Data beats gut feel by a million miles“. These mantras and a dozen other disruptive beliefs drive profit for his 900+ investors.
How to Connect with Neal:
Website: https://grocapitus.com/LinkedIn: https://www.linkedin.com/in/neal-bawa/Check out his course: https://www.udemy.com/course/realfocus/

EP 12: Veena Jetti - "Best Ever" Conversation with A Woman Powerhouse Managing Close To A $1B Portfolio

Think Outside The Stocks

03/30/23 • 32 min

How do people start in real estate? Simple – just take action on your dreams to find financial freedom through your investments. Today we speak with the Founding Partner of Vive Funds, Veena Jetti.
Veena shares how she started in real estate and how it led her to start her own investment company. She also shares tips on how to start investing and what to look for to find a trustworthy sponsor.
Who is Veena?
Veena Jetti is the Founding Partner of Vive Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. She has over a decade of real estate experience, including overseeing the management of $1B+ in real estate assets. Her expertise includes driving corporate growth strategy, asset management, and business development derived from working for multiple Fortune 500 companies. Veena is also a Forbes Councils Member.
Her background includes acquisition, syndication, and growth strategy for multifamily assets. She is often a panelist and speaker at various global conferences and radio shows. Veena is also a founder and past board member of a national non-profit organization. In 2017, she spent a lot of her time and focus on aiding the victims of Hurricane Harvey through coordinating emergency dispatch and rescue calls.
Contact Veena:
Website: https://vivefunds.com/
LinkedIn: https://www.linkedin.com/in/veena-jetti/
FB: https://www.facebook.com/groups/482404780511836/
IG: https://www.instagram.com/veenajetti/
Show notes:
[3:55] On investors needing more control over their portfolio
[6:00] What’s Veena’s story?
[10:23] Why did she start mentoring?
[13:07] How does Veena think outside the stocks?
[15:24] What should investors look for in a sponsor?
[17:43] Where to learn more about Veena
[17:59] What is one powerful question that investors should ask?
[20:21] Rapid fire
[31:52] Outro

EP 11: From $130,000 In Debt To $60M Multifamily Assets: Tim Little's Inspiring Journey Part 2

Think Outside The Stocks

03/22/23 • 30 min

Welcome to part 2 of this amazing episode with Zana Investments’ CEO and founder, Tim Little. In this episode, we talk about about a nightmare tenant story and how he handled the situation to ensure everything didn’t go from bad to worse. We also dove deeper into the actual world of passive investment and syndication. You will also hear how Tim thinks outside the stock. So make sure you tune in.
Who is Tim Little?
Founder and Managing Partner Tim Little has invested in Real Estate since 2008. After seeing years of cash flow through his single-family and small multifamily ventures, he moved into apartment syndication to scale up his profits and provide excellent returns to others.
Tim holds an MBA in International Business and an MA in Global Trade from the University of Denver. He is also a combat veteran with over 25 years in uniform who continues serving as Commander of a Public Affairs Battalion in the Army Reserves. His experience as a military leader serves him well in real estate investing, helping him effectively identify problems, develop solutions, and efficiently manage teams.
Contact Tim:
Web: https://www.zanainvestments.com/
LinkedIn: https://www.linkedin.com/company/zana-investments/
FB: https://www.facebook.com/RealZANAinvestments
Twitter: https://twitter.com/Tim_at_ZANA
YouTube: https://www.youtube.com/@zanainvestments/featured
Free Resource: https://www.zanainvestments.com/cheatsheet

EP 3: Is Real Estate Right For You? Short Course 2

Think Outside The Stocks

02/14/23 • 7 min

In this episode, the module 2 of our short course, we will talk about how the world's richest became millionaires and what it has to do with real estate. If this is what’s giving them financial freedom and beyond, it begs the question of, is real estate right for you? We will talk about that and more in this episode.
The advantages of real estate:

Builds cash flow
True diversification outside the stock market
Leverage
Tax advantages
Increase your net worth
Plus, Madhavi will discuss her favorite advantage of Real Estate as well

On episode #5 of ThinkOutsideTheStocks, we will talk about the truth behind rental real estate as a passive income. Is it really?
This short course will be combined in:
EP 2: Why Should You ThinkOutsideTheStocks
EP 3: Is Real Estate Right For You?
EP 5: Can Rental Real Estate REALLY be PASSIVE?
EP 6: How much Money do I need, To Invest In Multi-Million Worth Real Estate!
EP 8: But What Is The Process To Invest?

EP40: Secret Behind Zach Haptonstall’s $2.2B Real Estate Journey In 5 Years

Think Outside The Stocks

11/12/24 • 64 min

In this episode of Think Outside the Stocks, we sit down with Zach Haptonstall, founder and CEO of Rise 48 Equity, one of the most successful multifamily real estate firms in the country. Over the last five years, Zach and his team have built an impressive $2.2 billion portfolio, closing 53 deals and managing over 10,000 units across Phoenix, Dallas, and Charlotte. This interview dives deep into the world of multifamily syndication, where Zach shares his invaluable insights on how to navigate the complexities of real estate investing.

We start the conversation by learning about Zach’s unique journey from sports journalism and healthcare entrepreneurship to building a real estate empire. He reveals how his diverse background helped shape his approach to multifamily investing and how he scaled Rise 48 to become a market leader in such a short span of time.

Key topics discussed in this episode include:

Zach’s Multifamily Investment Journey
Why Local Investment Might Not Be the Best Strategy
The Importance of Syndication Teams
Key Investment Criteria for Multifamily Properties
The Power of Vertical Integration
Navigating Economic Challenges
Real Estate Market Trends and the Future of Multifamily Investing

Whether you're a seasoned investor or just getting started, this episode is packed with actionable advice, industry insights, and real-life stories that will inspire you to take your real estate investing to the next level.

Links for Viewers:
Zach's Website - https://rise48equity.com/
Think Outside the Stocks - https://thinkoutsidethestocks.com/

EP16: Don't fall for SHINY Returns in an Investment, Understand the Multi Family Financials with Rob Beardsley

Think Outside The Stocks

04/27/23 • 40 min

Multifamily is one of the most popular asset classes in commercial real estate. Apartments are said to be one of the easiest product types to understand without the complexities of long-term leases that can come with office, retail, and industrial properties. But what does the underwriting process look like, and how do you actually determine what a multifamily property is worth? In this episode, we talk all about multifamily underwriting with Author, Speaker, and Founder of Lone Star Capital, Rob Beardsley.
Who is Rob?
Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $350M of multifamily properties. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions. He has written over 50 articles about underwriting, deal structures, and capital markets and hosts the Capital Spotlight podcast, which is focused on interviewing institutional investors.
How to connect with Rob:
Website: https://lscre.com/
LinkedIn: https://www.linkedin.com/in/rob-beardsley/
Get Rob’s free underwriting model: https://lscre.com/model
Grab a copy of his book: https://amzn.to/43YSASR
Book recommendation: Getting More: How You Can Negotiate to Succeed in Work and Life by Stuart Diamond
Show notes:
[2:14] How did Rob get into real estate?
[3:36] What is underwriting?
[4:44] What financial report does he get in terms of underwriting?
[6:20] Their underwriting model
[8:12] What are the key assumptions on the debt side of the model?
[10:58] What are the three things one should look at in the debt structure?
[12:44] Waterfall structure
[15:34] Predicting expenses
[17:45] Forced appreciation
[19:21] Why is the cap rate important?
[21:29] Cap rate expansion and why it matters in the market
[25:37] What to focus on in conservative assumptions
[34:15] How many properties does he underwrite to find the perfect investment?
[35:00] How does Rob think outside the stocks?
[36:27] Rapid fire
[39:50] Outro

EP38: Tax Saving Strategies from Tax Goddess who saved $1.2 Billion in Taxes

Think Outside The Stocks

09/05/24 • 55 min

In this episode of "Think Outside the Stocks," host Madhavi Jain welcomes Shauna, widely known as "The Tax Goddess," to discuss powerful tax strategies that can help you achieve financial freedom. Shauna shares her journey from astrophysics to becoming a top tax strategist and dives into various tax-saving techniques for W-2 earners, innovative tax strategies for real estate investors, and the benefits of incorporating infinite banking into your portfolio. The conversation also covers estate planning and generational wealth, diversifying your portfolio with tax-advantaged investments, and real-life examples of significant tax savings. Shauna provides practical advice for starting a side business for tax benefits, explains the benefits of charitable remainder trusts, and outlines how to start implementing these strategies today. Join us to gain valuable insights on maximizing your wealth and securing your financial future with expert tax strategies.
Guest Bio
Shauna "The Tax Goddess"
Shauna is a top 1% tax strategist in the country, known for her innovative and effective tax-saving strategies. With a background in astrophysics and extensive expertise in taxation, she has saved her clients over $1.47 billion dollars over the years. Shauna is passionate about helping individuals and businesses optimize their tax strategies to build and preserve wealth.
Links for Viewers:
Shauna's Website - https://taxgoddess.com/shauna-wekherlien/
Think Outside the Stocks - https://thinkoutsidethestocks.com/
List of Topics
00:00 - 01:15 Introduction to Shauna and Key Differences in Tax Services; Strategies for W-2 Earners
01:15 - 02:55 Tax Strategies for Real Estate; Infinite Banking Benefits; Estate Planning and Investment Diversification
02:55 - 07:15 Examples of Tax Savings; Starting a Side Business for Tax Benefits; Charitable Remainder Trusts
07:15 - 15:20 Tax Preparer vs. Tax Strategist; Strategic Investment Options
15:21 - 20:36 Tax Options for W-2 Earners; Real Estate Professional Status; Political Impact on Taxes
20:36 - 23:30 Investment Alternatives and Tax Benefits
23:30 - 35:35 Creative Tax Deductions for Business Owners; Estate and Retirement Planning
40:33 - 43:39 Charitable Trusts: Deductions, Payouts, and Benefits; Estate Planning Tips
43:39 - 51:17 Investment Diversification and Strategies; Options Trading
51:17 - 55:13 Rapid Fire Questions with Shauna; Closing Remarks and Podcast Information

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FAQ

How many episodes does Think Outside The Stocks have?

Think Outside The Stocks currently has 44 episodes available.

What topics does Think Outside The Stocks cover?

The podcast is about Corporate, Wealth, Real Estate, Women, Investing, Money, Income, Investment, Podcasts, Financial Freedom, Business, Stocks and Careers.

What is the most popular episode on Think Outside The Stocks?

The episode title 'EP37:Biden’s Exit: Is this the Right Time to Invest in Real Estate? with Bikran Sandhu's $1.8Billion view' is the most popular.

What is the average episode length on Think Outside The Stocks?

The average episode length on Think Outside The Stocks is 39 minutes.

How often are episodes of Think Outside The Stocks released?

Episodes of Think Outside The Stocks are typically released every 7 days, 23 hours.

When was the first episode of Think Outside The Stocks?

The first episode of Think Outside The Stocks was released on Feb 13, 2023.

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Think Outside The Stocks

Madhavi Jain

Top 10 Think Outside The Stocks Episodes

FAQ

How many episodes does Think Outside The Stocks have?

What topics does Think Outside The Stocks cover?

What is the most popular episode on Think Outside The Stocks?

What is the average episode length on Think Outside The Stocks?

How often are episodes of Think Outside The Stocks released?

When was the first episode of Think Outside The Stocks?

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