Real Estate Investing For Professional Men & Women

Michael is the host of the Short Term Rental Secrets Podcast and founder of the Short Term Rental Secrets Mastermind, a training, and mastermind program that helps investors launch, automate and scale their short-term rental portfolios.  Michael and his wife Krysten founded Occupied, LLC, a national short-term rental investment and management company in 2017, as a vehicle to build passive income so they could stop trading away time from family for a paycheck. That vision came to fruition within 18 months when their short-term rental portfolio replaced their income and Krysten and Michael both left their corporate jobs. They are based out of Boston, MA, and currently have a portfolio of 41 short-term rental properties across four states including 2 boutique hotels on Boston’s north shore. What You Will Learn: Who is Michael Sjogren? Michael shares how they start in the business. What is Airbnb? How does Airbnb work? How to choose a property based on geography. Michael believes that you should not be in a majo

Jon is a former Marine Corp Sergeant that brings over 20 years of successful business operation, ownership, and high-level consulting experience to the table for the clients and financial advisors he services. Peak Profit Solutions and its affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bills to help them better grow their business and accelerate their wealth. Jon is a consultant, investor, author, and international speaker specializing in the area of non-food franchising. He draws on his experience as both the President of an Inc. 500 franchise system and as a multi-brand franchisee in serving clients across these capacities. Jon serves as CEO of FranBridge Consulting where he helps clients understand all aspects of non-food franchising in the process of introducing them to opportunities from the over 300 high-growth brands that he represents. Additionally, Jon oversees FranBridge Capital where he and his partners own 17 territories across 5 pro

Mark is a former Marine Corp Sergeant that brings over 20 years of successful business operation, ownership, and high-level consulting experience to the table for the clients and financial advisors he services. Peak Profit Solutions and it's affiliate partners have helped thousands of individuals increase profit and permanently reduce their annual tax bills to help them better grow their business and accelerate their wealth. What You Will Learn: Who is Mark Myers? How did Mark start in the Real Estate industry? Mark’s journey on how he accumulates relationships with advanced tax solution providers.  How do they bring up the Advance Tax solutions? Mark shares how they deal with the client in reducing their tax. What is Capital Gain? Mark shares how she can be contacted. Additional Resources from Mark Myers: Websites: https://peakprofitsolutions.com/ Phone: +1 (310) 591-0234 Email: hdreves@securedinvestmentcorp.com LinkedIn: https://www.linkedin.com/in/markshannonmyers/ Facebook: https://www.facebook.com/Pe

Heather Dreves is the Director of Funding at Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC, Secured Investment Corp is one of the fastest-growing real estate lenders and fund managers in the US.  Secured Investment Corp has created two private equity funds to fill the void left by uncooperative traditional funding sources. Investors have the potential to earn double-digit returns based on past performance. By connecting real estate investors who needed non-traditional funding with passive investors who were ready to earn higher returns on their investments, Secured Investment Corp created an opportunity to benefit both sides.  Passive investors get higher returns and real estate investors get quick, competitive loans to use to purchase and rehab those properties that traditional lenders will not touch.  Heather enjoys lending money to self-employed entrepreneurs and their families. Watching people

Adam Gilbert is an entrepreneur who began his career as a civil litigation attorney but quickly found his passion for real estate. As President of The Firm Commercial, Adam leads a team of agents specializing in commercial real estate sales, leasing, land acquisition, development, government relations, and value-added entitlement deals. As Co-Owner and Operator of Gilbert Avriette Vacation Rentals, Inc., Adam managed 35+ vacation rentals concurrently throughout the Coachella Valley. Gilbert Avriette Vacation Rentals was acquired by Turnkey Vacation Rentals in June 2018.  Adam is also an investor and consultant advising on development projects related to land acquisition, entitlement, and build-out. His personal successes include the rezoning of an entire city block to produce a better and higher use for a property, the purchase and revitalization of the iconic Bump and Grind Plaza on Highway 111 in Palm Desert, and is currently working on a number of value add deals including another zone change project, a ho

After experiencing a traumatic experience in Las Vegas, I moved to Canada and with no family or friend sphere, I was able to build an amazing real estate career by leveraging the power of community. Creating community is my superpower. Through this, I have created a career that has had longevity and a great return in revenue. Not only am I an award-winning Woman in Real Estate, I've won numerous awards for Civil and community support. This has all originated from my role as the community expert. Over my sales career, I've completed approximately 1800 transactions and had 30,000 lbs of food raised for the local food bank through my 21 years of supporting local community events. I am energetic, focused, and open to new experiences and business ideas. Sharing insight and actionable steps to help others on their path is my why. Engaging the audience so they feel it was time well spent is my mission. What You Will Learn: Who is Kim Hayden? How did she start her business? Kim shares the things where she is really

Sanjay Hegde is Founder and President of Blue Ring Investors LLC, a company formed to pool investors’ funds to purchase high-performing multifamily, senior and student housing properties in U.S. emerging markets.  His background in sales and marketing enabled Sanjay to help propel a friend’s dental practice to greater success while providing him an in-depth knowledge of the financial challenges and issues faced by busy medical professionals aiming to grow their retirement portfolios more efficiently. Sanjay realized that passively investing in real estate could provide a powerful solution to their problem, prompting the creation of Blue Ring Investors LLC to educate them and help them make smart investments to meet their ultimate long-term financial needs.  For the past 15+ years as a top-level corporate executive operating in highly competitive environments, Sanjay has consistently provided leadership to drive multimillion-dollar revenue growth through innovation, cost-effective operations and cultivation of

Andrew “Andy” R. Cagnetta, Jr., is the CEO and Manager of Transworld® Business Advisors. Andy is a leader in the business brokerage industry and the South Florida business community. Since 1997, he has served as President of Transworld Business Brokers, a business brokerage in Fort Lauderdale, Florida, where he has overseen the sale of thousands of businesses. A skilled negotiator and recognized national trainer of negotiation techniques, Andy specializes in mergers and acquisitions, small business sales and franchising.  Andy is no doubt the go to expert when it comes to business sales, valuation and negotiations, but what makes him truly unique is his passion to help as many people as possible live the American dream by owning a business. He genuinely seeks to support all people that are looking to buy or sell their business; he knows the potential setbacks and strives to make the process attainable by anyone and everyone. Andy has taught his self-authored negotiations, valuation and business sale classes t

Students in all fifty states have long regarded the training, systems and forms created by Louis Brown as the best in the industry, across Canada and ten foreign countries including as far away as Australia and New Zealand. Quoted as an expert by many publications and authors, “Lou” draws from a wide and varied background as a real estate investor having been buying property since 1977. He’s invested in Single-family homes, apartments, hotels, developed subdivisions and built and renovated homes and apartments. Each of these experiences has given him a proving ground for the most cutting edge concepts in the real estate investment industry today. He’s widely known as a creative financing genius with his deal structuring concepts. Being a teacher at heart he enjoys sharing his discoveries with others. He has served the industry in many volunteer positions such as past President and designated lifetime member of the Georgia real estate investor association, the world's largest investor group with over 3,200 mem

Brynson Smith is the Director of Franchise Sales for UBreakiFix. Brynson is a sales and franchise consultant with a strong background in helping entrepreneurs break into the world of franchising, as well as helping established franchise owners diversify their portfolio. His most recent venture is working as the Director of Franchise Sales for uBreakiFix, an electronic device repair franchise. What You Will Learn: Who is Brynson Smith? What is his company working with? What are some of the reasons why someone would want to franchise? What are the key benefits of franchising? What is Franchising? Brynson shares that the Wealthy make their money in two ways. What are the benefits a franchiser gets? Which type of industry is best to franchise? Is timing a factor in Franchising? What are the steps to franchise? Who are the people who can help in franchising? Brynson shares how he can be contacted. Additional Resources from Joe Evangelisti: Websites: https://www.ubreakifix.com/ Cell Phone: +1 (407) 712 - 3334  E

Joe Evangelisti is a high-performance coach with over 5,000 hours of coaching experience under his belt. His mission is to assist real estate investors, entrepreneurs, and business professionals in exercising their true power and finding their hidden potential to achieve more success, wealth, and freedom than they ever thought possible. Joe creates life-changing transformation by providing clients with the tools and strategies needed to create unstoppable momentum and breakthrough obstacles. He’s helped hundreds of business owners to build better teams and cross the 7, 8, and 9 figure mark. In addition to his private coaching practice, Joe serves as the CEO of three 7 and 8 figure companies, and his real estate portfolio includes single-family, multi-family, self-storage, and cold storage. Prior to building his business and real estate empire, Joe served in the military as a Builder in the US Navy Seabees. He holds Letters of Commendation from the US Navy and The White House, a Letter of Appreciation from Pre

Originally from Mexico, Gus is a former Microsoft Senior Engineer turned Real Estate Agent turned Inside Sales guru. He runs one of the largest Inside Sales teams for Real Estate in North America, PowerISA that is 100 Agents strong making about 50K outbound dials a day and setting leads for Real Estate. He runs a 7-figure a year business and has over 600+ active clients. He is very passionate about helping business owners be successful through online marketing and leads follow-up and conversion. What You Will Learn: Who is Gustavo Munoz Castro? How did he become an entrepreneur from being a software engineer? Who are agents? What does ISA mean? How do agents use Facebook as a marketing medium? What do buyers want? How do ISA agents work for an investor? What are the areas they are focused on? Gustavo shares how ISA works for retirement homes. What are the different campaigns an ISA uses? What is Cold Calling Prospecting? When is the right time for an agent to consider being an ISA? Gustavo shares what is the

  Cameron Christiansen is co-founder of Infinite Wealth Consultants in Las Vegas, Nevada. He has been helping clients implement strategies to build wealth and create passive income without the risk of Wall Street for over 10 years. He and his business partner, Anthony Faso, CPA work almost exclusively with Real Estate Investors and Entrepreneurs. They have created several resources for this community    Cameron Christiansen moved to Las Vegas 17 years ago and he immediately started a small business.He was influenced by the book he read by Nelson Nash. He started sharing with other business owners what he knew and then people were starting to ask for advice. He became an advisor in the industry for 11 years now. He then met Anthony, and just a couple of years ago, they partnered in Infinite Wealth Consultants.   Anthony Faso served in the US armed forces and a self-portrayed, recuperating CPA. He has been a CPA for more than 20 years. Sooner or later, he is tested to discover something other than what's expect

Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future.   Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement.   What You Will Learn: Who is Mark Willis? How many years has he been working now as a Financial Planner? How to leverage a whole life insurance policy? What are the two major components of the financial world? Mark shares what are the types of contracts. What are the living benefits of life insurance? Marks defines Bank on Yourself type whole life

Founder Jamie Bateman has been an active real estate investor since 2010. Jamie is an experienced real estate investor and business owner who has been actively buying and selling mortgage notes since early 2018. During this time, he has acquired over 40 notes with principal balances in excess of $1.7M across 12 states. Jamie manages several small businesses and a multi-state rental portfolio worth over $2M. He has hands-on experience overseeing construction projects and managing properties. Jamie also has work experience in both the title and mortgage industries, having worked for years as a real-estate settlement officer, notary, and mortgage funding manager. Jamie served as a Captain in the United States Army, has held numerous leadership roles professionally, and maintains a high-level security clearance with the U.S. Department of Defense.  Jamie values integrity, consistency, and transparency. He takes pride in assisting those who are motivated to incorporate non-traditional investing strategies into the

As founder of Think Big Marketing, Bryan strives to help small to mid-sized businesses keep up with their competitors through creative, customized SEO & social media services. The world of internet marketing is growing and changing so fast that very few can keep up. They dedicate their efforts to not only offering their services to help businesses keep up with this ever-changing industry, but to also teach others what they have learned so they too can grow and learn how their business can adapt to this rapidly changing market.   What You Will Learn: Who is Bryan Driscoll? How he helps investors on the marketing side? Bryan shares how he started in digital marketing. Different ways of digital marketing. What are the factors to consider in doing digital marketing? Bryan shares how digital marketing works and what strategy to do depending on the line of the business. How much to spend on Google Pay Per Click? How does Facebook work as a medium of marketing? What does Bryan do to keep going after failure? Be

With over a decade of experience as a real estate investor and financial planner, Daniel Johnson found that there was very little unbiased financial planning advice for real estate investors and business owners. His answer to this need was starting RE|Focus Financial Planning. The opportunity to help individuals and families make sense of their financial situation and plan for the future is a responsibility Daniel enjoys and takes very seriously. Before starting RE|Focus Financial Planning, Daniel spent 7 years with Parsec Financial working with over 140 different households. However, Daniel’s overwhelming desire for more independence and the pull towards entrepreneurship led him to create RE|Focus where he helps individuals that have grown wealth through alternative assets like small businesses, real estate, and cryptocurrency. Daniel holds a BS from UNC Asheville as well as an MBA from East Carolina University. He is a CFP® professional and a Certified Exit Planning Advisor (CEPA), and he owns and manages 8

Sean Adams spent the first 12 years of his career owning multiple small businesses. During that time, he felt overwhelming stress stemming from the government and banks having control over his income. The money he earned always seemed to be held captive in savings and retirement accounts that were illiquid and offered little growth. Fast forward a few years to Sean selling his businesses and becoming a full-time sales professional. He found himself making great commissions but again having no idea where to safely stick his earnings. Sean consumed hundreds of books, interviews, and courses to learn as much as he could about finance. He discovered the ultra-rich had insider knowledge about protecting and growing wealth, and he made it his mission to distill down these secrets and make sure everyone had access to them. The most influential concept he discovered was the strategy of leveraging cash value life insurance as a savings asset, an approach that offers the liquidity, hedges against market volatility, and

Ben Golden is the CEO and Founding member of IRS Trouble Solvers, LLC, an organization helping individuals and businesses with wage garnishments, tax liens, delinquent tax returns, advisory bankruptcy services, and more. Ben takes a very different approach to each unique case and develops a thorough plan that will resolve tax problems efficiently and effectively. Ranked among the Top 10 Tax Resolution Experts in the country, Ben earned his BS in Accounting from The University of Alabama, followed by an MS in Taxation from Golden Gate University. He is a Certified Tax Resolution Specialist with more than 5,000 hours in Continuing Education in Tax and Accounting. Over his career thus far, he has prepared well over 28,000 Corporate, Trust, Estate, and Individual tax returns in total. And, he does not shy away from the complex case. Ben thrives on tackling the hardest amongst them all and works in earnest to bring a favorable outcome for his clients. He takes pride in his work and his dedication to his craft. His

Stephanie Walter a legacy cash flow specialist, capital raiser, syndicator, real estate investor, and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and re-educating people on attaining wealth that can be passed on to the next generation. She is a gateway between these professionals and well-vetted deals. What You Will Learn: Who is Stephanie Walter? How did she start Real Estate Investing? What is 401K? What are the reasons to not put money into a 401K? Stephanie explains the concept of Legacy Banking for real estate investors. How Legacy Banking can help investors to take further advantage of real estate holdings.  What is the secret of a wealthy family to pass their money from generation to generation? Stephanie introduces the book “What Would the Rockefellers Do?” What happened inside the Whole Life Poli