Investing In The U.s. - An Aussie's Guide To U.s. Real Estate

This week, we have the privilege of hearing the story of Terrance Doyle, a long-time entrepreneur with over 13 years of experience and the founder and managing partner of The VareCo, a private real estate investment firm specializing in value-add properties across multifamily markets in Denver, Colorado and Des Moines, Iowa. Terrance Doyle has been an entrepreneur since 2008. He started with a carpet cleaning company, then moved on to real estate when he saw the opportunities after the 2007 recession hit. He flipped house after house, building his portfolio—even buying his own basketball team in Spain—and today, he is the founder of The Vareco, a private real estate firm with over $80 million dollars of assets under management. Terrance is someone who values lasting relationships with partners, be it investors, contractors, or sponsors. He is a believer of perfecting businesses and systems within the business; hiring other people to address one’s weaknesses; and getting the right people on the ground. Now,

Cash Flow Portal founder and CEO Perry Zheng is on the show with us this week. Join us as we talk about his journey from being a first-generation immigrant to a successful real estate syndicator, as well as how Cash Flow Portal came to be so successful in such a short amount of time. Perry Zheng is the founder and CEO of Cash Flow Portal, a real estate syndication software that helps real estate syndicators raise money, streamline operations, and reach out to more investors. To date, they have over 1,500 units and have raised over $16 million dollars. Perry himself is a lead syndicator with 580 units in his portfolio. He was also a full-time engineering manager at Lyft just recently quit his day job to focus on real estate. Perry is a first-generation immigrant who grew up in a hardworking family. Growing up, he realized that working smarter bears more fruit than working harder. After getting a good education, working his way up the career ladder, and creating Cash Flow Portal, Perry decided to pour his ti

Join Vince Caviglia and me for this week’s episode as we talk about rental rates, value-add, portfolio management, and so much more. Vince Caviglia is the owner of CEO of Equity Group Investors, a real estate investment firm that focuses on helping people invest in distressed real estate. Having worked in the real estate industry for over 15 years, Vince has tons of direct experience in areas ranging from mortgage lending and debt syndication to commercial acquisition in various markets. Equity Group Investors evolved from a successful residential fix-and-flip company. With years of hands-on experience and real estate running deep in his bloodline, Vince is one of the most reliable sources of valuable insights, especially when it comes to scaling and avoiding pitfalls in fix-and-flip and buy-and-hold markets. For this episode, we talk about the most notable experiences in his career, including how he split from a shady partner and managed to prevent investors from losing their money. We also get to learn m

This week, we tackle a particularly interesting field of real estate that we don’t often get to talk about: senior housing. Join Loe Hornbuckle and I as we talk about the different types of senior living, innovating senior care, and many other aspects of senior living real estate. Loe Hornbuckle is the CEO of Sage Oak Assisted Living and Memory Care and a co-founder of GoodHorn Capital, a real estate investment firm that helps investors achieve financial freedom and create long-term value by owning and repositioning real estate. He is passionate about improving the living experience of residents in assisted living facilities by providing quality care and leveraging the advantages of scale. For this episode, Loe walks us through the different types of senior living facilities, their scaling strategies for these facilities, the operational side of senior living management, and the many different ways Loe and Goodhorn Capital helps improve the lives of the elderly. KEY TAKEAWAYS 1. Senior living is composed o

We have a very unique guest for this week’s show. Join us on this episode where we interview Savannah Arroyo, also known as the Networth Nurse, and learn more about how she became a real estate investor while being a full-time registered nurse. Savannah Arroyo is a full-time registered nurse from Los Angeles, California. From the start, she has always been drawn to leadership positions; serving committees, leading process improvement initiatives, and helping solve critical situations. However, she found that her income from nursing did not meet her desire for financial flexibility. She started investing in multifamily syndications, and the rest is history. Now, Savannah is a successful real estate investor, particularly in the multifamily field. She established her brand The Networth Nurse, where she helps busy medical professionals create passive income through investing in real estate. A unique business in and of itself, Savannah paves the way for busy medical professionals to find financial freedom for

We have not one—but two guests for you guys this week. Let’s listen to the story of Ava Benesocky and August Biniaz of the Canada-based real estate investment firm, CPI Capital. Ava Benesocky and August Biniaz are the founders and CEOs of CPI Capital, a real estate investment company that focuses on helping both US and Canada-based investors find opportunities in the US multifamily market. With both having started as real estate agents, Ava and August put their skills, knowledge, and experience together to turn CPI Capital into what it is today. In this episode, we get the low-down on how Ava and August built CPI Capital, as well as how they gained interest in the US market in the first place. They also talk about how they chose the right corporate structure in Canada vs. the US, with each having its unique pros and cons. Ava and August also talk about the challenges that they have encountered in the business, including—surprisingly—having too-high returns. And since CPI Capital is a young company, the tw

Finances should not be complex, and yet so many people make it so. In this week’s episode, we talk with Jerry Fetta, an expert financial advisor who is dedicated at bridging the gap in financial education for everyone. Jerry Fetta is the founder and CEO of Wealth DynamX, a company that is dedicated to helping families achieve financial freedom by investing in alternative assets. Starting at selling mutual funds and retirement accounts, Jerry is now a diverse investor and nationally recognized financial advisor, having been featured on many platforms like Yahoo! Finance, Forbes, New York Finance, as well as over 45 podcasts. Jerry grew up in a low-income family. Growing up was hard for him, especially after his parents divorced due to finances. Today, Jerry dedicates himself to helping people live financially free, abundant, and prosperous lives by breaking finances down into its fundamentals and making financial education accessible for everyone. Tune in to this episode as we talk about the importance of s

In this episode, we have the pleasure of speaking with one of the most powerful women in real estate, Jilliene Helman—the founder and CEO of Realty Mogul. Join us as we talk about how she built her business, the challenges in crowdfunding, and the changes that have occurred in the market over the past few years. Jilliene Helman is the founder and CEO of Realty Mogul, one of the leading real estate crowdfunding platforms for both nonaccredited and accredited investors. Recently, it was ranked as the #1 in Motley Fool’s Top Real Estate Crowdfunding Sites. Jilliene is also part of Forbes’ 2015 list of ‘30 Under 30’ for Enterprise Technology, and her leadership has brought in more than 20,000 investors and 265 properties through Realty Mogul. We divulge in a myriad of interesting topics, including her passion for providing affordable housing, the current state of the real estate market, incorporating emotion in investing, and her foresight for the real estate market in the next ten years. Learn more about affo

We’re here with another real estate CEO this week, one of the biggest in the nation, to talk about bootstrapping, investing in the right areas, and building a business from the ground up. Listen as Mark Hamilton and I talk about Hamilton Zanze came to be, and the highs and lows he encountered in the process. Mark Hamilton is the CEO and Founder of Hamilton Zanze, a San Franciso-based real estate investment company with more than $4.3 billion dollars of assets under management. Throughout his career, Mark’s main focus has always been locating value-add properties and changing urban neighborhoods into high-value properties across the country. In this exclusive interview, Mark touches on highly relevant topics like finding the best locations for real estate investing, investing in the right people, and re-working urban neighborhoods into higher-quality buildings. Tune in and learn more about value-add properties and multifamily investing all from one of the very best. KEY TAKEAWAYS 1. Sometimes, life is goin

For this week’s episode, we have a special live interview with the one and only Chris Lopez, right in Denver, Colorado. Learn about his story from being a network marketer to a real estate investor—to someone who helps others realize financial freedom through real estate. Christopher “Chris Lopez” is a real estate investor, entrepreneur, author, host of the Denver Real Estate Investing podcast, and the founder of Envision Advisors at Your Castle Real Estate, a firm that helps people envision their path to financial freedom through real estate investments. As someone who is passionate about education, Chris is one of the best sources of information on real estate investing. Listen as Chris talks about his strategies on scaling, the importance of diversifying your investments, and his beliefs about improving one’s strengths, among many other key points—all valuable pieces of advice that you can apply to your own life and your own business. KEY TAKEAWAYS 1. Outsourcing tedious tasks can be a tremendous help i

On this show, we always strive to live life by design. Today, we have a very special guest who is doing exactly just that. Tune in to our episode we David Allred where we talk about organizing your goals, aiming for progress, and ultimately—living life by design. David Allred is a seasoned real estate investor with properties across multiple asset classes, including single-family, multifamily, and commercial real estate. He also has extensive experience on joint ventures, hard money lending, senior housing, house flipping, and so much more. Since starting his business fifteen years ago, David now holds one of the most impressive and diverse portfolios to date. However, getting to where he is now was never easy for David. Having grown up in a low-income, blue-collar home, David had to put in every ounce of hard work to grow without the help of privilege. Through years of grinding and learning tough lessons along the way, David now has multitudes of investments across many different fields. In this episode,

Is it possible to achieve more by focusing on less? For this week’s episode, we have world-renowned life and business coach David Wood to share some of his most valuable insights on prioritization, goal-setting, and self-awareness. David is a high-performance coach, former consulting actuary to Fortune 100 companies, best-selling author, and the founder of Focus.ceo—the world’s largest coaching business. With over 150,000 of coaches across 12 countries under his guidance, David became #1 on Google for “life coaching.” Despite the great hardships in his life—including witnessing the death of his younger sister at a young age—David pulled through and made his life better by working on himself, even if it meant leaving his cushy Park Avenue job. And along the way, he took the opportunity to help others better their lives as well. Today, he teaches us how to achieve more by doing less. Now, this statement probably seems counterintuitive in and of itself, but David has the perfect explanation for why it isn’t s

This week, we’re delving into a bit of unfamiliar territory for us real estate investors: the insurance industry. Learn more about the ins and outs of running an insurance business, right from the owner of one of the biggest natural insurance services in the country, David Duford. David Duford is an insurance agent, best-selling author, and the owner of Final Expense Agent Mentor. He also has a YouTube channel with over twenty thousand subscribers where he teaches insurance agents how to find more clients, sell more policies, and produce more results. Everybody needs insurance, which is why there is such a big pool of potential clients for insurance agents. However, it is not always easy to find clients, much less sell insurance to them. David is the best person to know this because he started selling insurance way back in 2011 and despite coming from a different entrepreneurial background. But with years of experience, he is now the best sources of information for highly productive insurance selling—inform

The real estate industry has always been a male-dominated space. However, more and more women are emerging as some of the most powerful and influential individuals in the industry, and one of them is none other than Ashlee Cabeal. Ashlee Cabeal is a real estate investor, a CPA, and the CFO of Hamilton Zanze, a private equity real estate investment firm with over a billion dollars worth of assets under management. Ten years ago, Ashlee started her career at Hamilton Zanze as an intern, and now she stands as the Chief Financial Officer of the firm. How did she do it? And in such a male-dominated industry, at that? In this incredibly informative episode, listen as Ashlee shares what Hamilton does behind the scenes in terms of acquisitions, scaling, and management, as well as the concrete benefits of investing in multifamily properties. As someone who started at the company doing the nitty-gritty work, there is no one better than Ashlee to explain the full picture of what Hamilton does on the financial side of

Retiring at 28 years old may seem impossible, but Scott O’Neill proves that it’s not as far-fetched as you think. Join us on this week’s episode as we delve into the ins and outs of Australian real estate, as explained by one of the most successful real estate investors in the land down under. Scott O’Neill is a Sydney-based real estate investor, author, founder of Rethink Investing, and host of a podcast of the same name. He has successfully “retired” at only 28 years old after creating a $20 million portfolio in just five years, and his wealth only keeps on growing. Today, Scott focuses on helping other investors find the best opportunities in commercial real estate through Rethink Investing, which now stands as one of the most successful commercial buyer’s agencies in Australia. We may not be talking about investing in the US today, but trust us, you’re going to want to hear what Scott has to say about Australian real estate—and all of the nitty-gritty involved. In this episode, we talk about the differe

Whether you want to start your business in the mobile home park industry or want to diversify your investment portfolio by investing in this asset class, Jonathan Tuttle is here to tell you what you need to know before making your next move. Jonathan Tuttle is the fund manager of Midwest Park Capital, a private real estate firm that helps accredited investors maximize their investments in the mobile home park space. He is also the founding director of Revenue Ascend LLC, a marketing agency that helps businesses optimize branding, lead generation, automation, and other critical marketing functions. Jonathan started his real estate career in the mobile home park space way back in 2005 and has since garnered nearly twenty years of experience in the industry. Today, he helps other investors make smart decisions when investing in mobile home parks through a diversified, low-risk, high cash flow strategy. In this episode, we get a good peek into what investing in the mobile home industry is like. Listen as Jonat

We have hit a huge milestone recently with our first-ever multifamily deals, and we are beyond excited to share the news with you, our dear listeners! We have recently sold 388 units that we got on a two-pack deal just two and a half years into the business plan. With this success, I am going to share three of the most important lessons that we’ve learned throughout this project which can hopefully help you invest smarter in the multifamily space. These three lessons revolve around proof of concept, the importance of good management on site, and building trust with investors. We’ve shown investors that we did exactly what we said we were going to do; we pulled through with our promises, and this helps put a positive impact on the future of our business. Despite losing six figures on a water leak for this project, we’ve finally come full cycle—and earlier than expected on top of it. If you are an aspiring operator or an investor looking to enter the multifamily space, these takeaways can help you learn how

G’day, mate! For this week’s episode, we have the wonderful Alicia Jarrett with us, an Australian real estate investor based in her home country who is here to tell us all about her adaptive strategies for investing in the US. Alicia is a global real estate investor, leadership coach, and business specialist who focuses on helping other business owners succeed through real estate marketing and data solutions. With over fifteen years of experience, she is also an excellent leader and coach who helps other women maximize their potential as students and business owners. This successful entrepreneur knows her stuff, especially when it comes to business strategies and effective marketing, and we’re fortunate to have her on the show with us this week. In this episode, we focus on the topic of investing in the US real estate market as a foreign investor, particularly as an Australian. We go over how to do due diligence as a foreign investor, and who you need to approach if you’re just starting out in a foreign mar

Want to know how you can keep more of the money you make? Yonah Weiss is here with us this week to teach us the benefits of cost segregation—and how you can start applying it to your real estate business. Yonah Weiss is a real estate investor, spirituality teacher, host of the Weiss Advice podcast, business director of Madison SPECS, and cost segregation expert. After being a spirituality teacher for fifteen years, Yonah decided to do something more and started investing in real estate. This shift led him to discover the knowledge gap in cost segregation among the real estate investors that he encountered. And now, Yonah dedicates a lot of his time to teach other business owners how to save millions of dollars in income tax through cost segregation. If you invest in real estate, you either know about cost segregation or you don’t. If you’re part of the former group, you may be missing out on tens of thousands of dollars in income tax savings. Luckily, Yonah is here to shed light on the basics of cost segreg

The path to building a successful business is often riddled with mistakes. You will lose your footing at some point, but there are a lot of ways you can avoid the wrong moves. Listen to Kent Clothier and I as we talk about his journey to hitting rock bottom and rising to where he is today. Kent Clothier grew up in an entrepreneurial world, having been raised by parents who ran a successful grocery business. Despite this upbringing, Kent lost what he worked so hard for when he decided to part from his multi-million dollar organization. Having hit rock bottom, Kent had nowhere else to go but up. Now, Kent is the founder and CEO of Real Estate Worldwide, a company that focuses on helping other entrepreneurs and real estate investors unlock their potential and live their lives on their own terms. He is one of the few people that has been through hell and back to meet their entrepreneurial goals. And today, we are lucky enough to get to hear this story and learn valuable lessons from it. Listen as we talk about