W2 Capitalist | Earn. Invest. Repeat.

This is mentoring session #3 with Paul - The Automotive Engineer. Paul has had to make some adjustments closed on his duplex, already started rehab but the best part is he walked away from closing with cash, even though he didn't bring any of his own money.   Key Takeaways: Trouble Renting 1st Duplex Learning to Adapt Make Sure to Compare Apples to Apples Missing the Window of Opportunity Being Family Focused and taking care of #1 What makes a GREAT AirBnB Episode Affiliate: W2Capitalist.com/affiliates   Links mentioned in this episode: EARN. INVEST. REPEAT. T-shirts Real Estate Investing for The W2 Employee Facebook Group HelmsREI.com

David Pere joined the Marine Corps in August of 2008. Since that time, he has lived traveled to and lived in many unique places around the world, including a combat tour in Afghanistan. His awards include the Navy and Marine Corps Commendation Medal, Navy and Marine Corps Achievement Medal, and Combat Action Ribbon. David got started in real estate investing in 2015 after reading “Rich Dad Poor Dad” by Robert Kiyosaki. He house-hacked a duplex with the FHA loan and lived in it for a little while until getting married to his beautiful wife, Kimberly, and receiving orders to Hawaii. David and Kimberly have two children, Cody (10) and Jackson (2). While stationed in Hawaii, David bought a 10-unit apartment in Missouri and was able to use bank-financing, seller-financing, and a home equity line of credit to purchase this property with less than 6% down (and great terms)! Through these experiences, From Military to Millionaire was born, with the goal of teaching personal finance and real estate investing to servic

This is mentoring session #1 with Ryan - The School Teacher. He has a mindset like no other teacher I've ever had.  Key Takeaways: 1031 Exchange  Millionaire Next Door Formula Older Duplex Purchase Convert into 8 Units Know Your Risk Tolerance Give yourself more credit Episode Affiliate: W2 Capitalist Affiliates   Links mentioned in this episode: EARN. INVEST. REPEAT. T-shirts Real Estate Investing for The W2 Employee Facebook Group Join the W2 Capitalist Mastermind HelmsREI.com/read

This is mentoring session #2 with Paul - The Automotive Engineer. Paul closed on his duplex, already started rehab but the best part is he walked away from closing with cash, even though he didn't bring any of his own money.   Key Takeaways: Duplex Rehab Closing Cash Out Refinance is easier when the property is titled in your personal name Focus on Strong Relationships & Protecting those Partners Challenge the lending status quo Rental Arbitrage with AirBnB 1st Lien HELOC Episode Affiliate: W2Capitalist.com/affiliates   Links mentioned in this episode: Every Day You're Building Wealth or You Are Not with Holly Morephew The Infinite Banking Strategy with Anthony Ornella EARN. INVEST. REPEAT. T-shirts Real Estate Investing for The W2 Employee Facebook Group HelmsREI.com

This is mentoring session #8 with Nick - The Corporate Recruiter. If you're just now picking up on these episodes, I highly encourage you go to back and listen to all of Nick's journey that has led him here today.  Key Takeaways: Month of Learning - Tuition Ain't Cheap 2 Weeks into a renovation with 2 to go Working with Seasoned and not so seasoned hard money lenders Finding a GC Diamond in the rough Touring Commercial Properties What's a 504 SBA Loan and how does it apply to my AirBnB?  Episode Affiliate: W2 Capitalist Affiliates   Links mentioned in this episode: EARN. INVEST. REPEAT. T-shirts Real Estate Investing for The W2 Employee Facebook Group Join the W2 Capitalist Mastermind

Anna is a seasoned real estate investor, actively renovating, selling & renting: single family & vacation rentals, small multifamily  properties, and large apartments.  Anna  owns and manages a portfolio valued at over $12.5 Million. She is a frequent speaker for real estate meetup groups and podcasts, and the founder of www.ReiMom.com . She's also an Amazon #1 Best Selling author. Anna educates others on the strong, passive returns available through investing in real estate, and actively seeks out large value-add multifamily apartment projects for herself and her partners. She is a wife and a mother of 4! Connect with Anna Kelley: REILikeAGirl.com REIMom.com Creating Real Estate Wealth That Lasts Facebook Group Co-Author: Resilience: Turning Your Setback into a Comeback Key Discussion Points: Real Estate is Powerful Aggressively Pursuring Rentals Emotions of a New Parent Using a 401k to Buy a 4-plex 1st MF deal as a Limited Partner Using SDIRA to invest Adjusting to ACTUALLY take vacation time En

This is mentoring session #7 with Nick - The Corporate Recruiter. The title of this episode basically hits the nail on the head for Nick. He come off the sidelines and has been hitting it hard for the last several months.  Key Takeaways: Get off the Sidelines Hit it hard 30 Day Challenge with Spouse New job??   Episode Affiliate: W2 Capitalist Affiliates   Links mentioned in this episode: EARN. INVEST. REPEAT. T-shirts Real Estate Investing for The W2 Employee Facebook Group Join the W2 Capitalist Mastermind

This is mentoring session #3 with Preston - The Industrial Salesman. Preston just arrived on the other side of his business season and used this time to get clear on his goals and direction he wants to take to start building wealth. His fiancee has even dropped to a part-time job so she can help more on the REI side.  Key Takeaways: Exploring Assisted Living Facilities Mobile Home Parks The BRRRR Method Vision is becoming more clear  Episode Affiliate: Passive Real Estate Investor Academy   Links mentioned in this episode: Seven Years to Seven Figure Wealth by Brandon Turner EARN. INVEST. REPEAT. T-shirts Real Estate Investing for The W2 Employee Facebook Group W2 Capitalist - Mindset Calibration 6-week Course HelmsREI.com

This is mentoring session #1 with Ben - The Physical Therapist. A recent transplant from AL, Ben currently lives in TN and works as a PT. Previously a business owner and cross-fit operator, Ben is now focusing his efforts on building his REI portfolio.  Key Takeaways: Books to Read for newer investors My exit strategy Using a HELOC Looking for a Coach Benefits of a Mastermind Section 8   Episode Affiliate: W2 Capitalist Affiliates   Links mentioned in this episode: EARN. INVEST. REPEAT. T-shirts Real Estate Investing for The W2 Employee Facebook Group Join the W2 Capitalist Mastermind HelmsREI.com/read

This is mentoring session #6 with Brice - The Gold Mining Mechanic. Today is Brice's last day in Alaska as he is about to set out on an array of adventures including a multifamily boot camp, trip to TX to see his girlfriend, a stop in Montana to see his family and then off to Utah to start his new job.  Key Takeaways: Set Bigger Goals Love the Challenge - Know What Challenges You What's Next? Find a Mentor who builds amazing process / systems Wheelbarrow Profits Podcast Jake and Gino Bootcamp   Episode Affiliate: W2 Capitalist Affiliates   Links mentioned in this episode: Stirrin Dirt Racing EARN. INVEST. REPEAT. T-shirts Real Estate Investing for The W2 Employee Facebook Group HelmsREI.com  Can't Hurt Me by David Goggins (I highly recommend the audio book - lots of extras) Millionaire Fast Lane by MJ DeMarco Atomic Habits by James Clear

This is mentoring session #1 with Paul - The Automotive Engineer. Paul started investing last year with a focus on SFR & Small MFRs. Today we talk about his upcoming duplex closing where he is using a partner AND private money (2 separate entities).  Key Takeaways: Creating a Funnel -> Start with your inner circle Healthy Relationships = Private Equity Finding Deals in a Hot Market with Wholesalers Closing w/Hard Money Watch out for Facebook Scams Partnership Details Episode Affiliate: Passive Real Estate Investor Academy   Links mentioned in this episode: Realtor.com EARN. INVEST. REPEAT. T-shirts Real Estate Investing for The W2 Employee Facebook Group HelmsREI.com

What I'm hoping will be part 1 of a series, successful Mobile Home Park investors Tim & Sydney discuss how they find, analyze and secure assets with owner financing.  Key Takeaways: 27 Space Park in Alabama (repositioning) 75 Space Park in Indiana (Closed) 154 Space Park in Illinois (under contract) Always, always, always talk about Investing Know City Ordinances Ideal Investing Criteria for MHPs Seller Bonding is HIGHLY Important Sending an intro video via VHS Create a credibility book  The Power of the ADPI  Episode Affiliate: W2 Capitalist Affiliates   Contact Tim: ActiveDutyPassiveIncome.com Cell: 847.910.9161 TheTimothyKelly.com Facebook | LinkedIn | Instagram   Contact Sydney:  ActiveDutyPassiveIncome.com Facebook | LinkedIn |Instagram Email    Books Mentioned on this episode: Ready, Fire, Aim: Zero to $100 Million in No Time Flat by Michael Masterson   Links mentioned in this episode: EARN. INVEST. REPEAT. T-shirts Real Estate Investing for The W2 Employee Facebook Group Join the W2 Capi

This is mentoring session #5 with Brice - The Gold Mining Mechanic in North Pole, Alaska. Key Takeaways: Prepping to Move Back to Montana Buying Before Moving or Leaving W2 Hard Money Loans Shopping Lenders Due Diligence Opportunities and Apartment Complex Update LLC Structure "Alternative Medicine" & Negative Ions   Episode Affiliate: Everlywell Passive Real Estate Investor Academy   Links mentioned in this episode: L-AV8 PSORight EARN. INVEST. REPEAT. T-shirts Real Estate Investing for The W2 Employee Facebook Group W2 Capitalist - Mindset Calibration 6-week Course HelmsREI.com

Jake Thompson is Founder and Chief Encouragement Officer at CompeteEveryDay.com. He is passionate about helping everyone realize that true competition is within and not with the person on the other side of the ball or in another lane. "Focus on yourself. Focus in your lane. Quit worrying about what everyone else is doing." Connect with Jake Thompson: CompeteEveryDay.com Social: Instagram | Twitter | Facebook Key Discussion Points: Competition is With Yourself. Period.  What is Toxic Competition? Emotionally Connecting with Your W2 Pick Where You'll Compete Constantly Improving Your Circle of 5 Traits of a Competitor What's Your Finish Line? 3 Types of How Players Wake Up Today Rest & Reset Life is a Season Episode Affiliate: Everlywell Home Health Tests Links mentioned in this episode: Jake Thompson on OrderofMan.com CED T-shirt Club Bullet Proof Coffee Real Estate Investing for The W2 Employee Facebook Group W2 Capitalist Mastermind Books Mentioned: The One Thing by Gary Keller & Jay Papasa

This is mentoring session #6 with Nick - The Corporate Recruiter. Nick has been in Austin for just 2 weeks now and is set to close on his first property today.   Key Takeaways: We're not cool enough to be in Austin Using Hard Money ADDU! What is a leaseback? TREC Forms Texas is landlord friendly Wiring money over face time   Episode Affiliate: W2 Capitalist Affiliates Links mentioned in this episode: EARN. INVEST. REPEAT. T-shirts Real Estate Investing for The W2 Employee Facebook Group W2 Capitalist - Mindset Calibration 6-week Course HelmsREI.com

Father and son team (Andy and Tom Gustafson) have proudly proudly served clients seeking IRC & 1031 counsel as Qualified Intermediaries for over 16 years with Atlas 1031 Exchange. I connected with them through my lawyer and like any good lawyer, he did not steer me wrong. I'm on my 2nd 1031 exchange (both done with Atlas) and we get into the specifics of my current deal and questions I have about it.  I cannot say enough about how Tom and Andy are always available to take my call and make the entire process extremely easy.  Connect with Tom Gustafson: Atlas1031.com tomgustafson@atlas1031.com Cell #: 407-432-1875 Key Discussion Points: What is a TIC? Can you invest in partnerships with a 1031x? How do I QUALIFY a Qualified Intermediary (QI)? General Rules of a 1031 Exchange Simultaneous 45 & 180 day clocks Exceptions of a 1031x How is a QI compensated? Strategy for identifying properties Episode Affiliate: Stitch Fix Passive Real Estate Investor Academy Links mentioned in this episode: Federatio

This is mentoring session #4 with Brice - The Gold Mining Mechanic in North Pole, Alaska. He's pondering a BIG change and we know it's a good one as it is pushing him out of his comfort zone.  Key Takeaways: Demolition Derby @ Plaza Hotel - FLAVA FAV!!!! Oldest of 9 Kids Back to the education phase of REI PINK is Manly Can't Drink All Day Unless You Start in the Morning Setting Up Personal, Sacred Savings Accounts Waking Up Alone on Your Birthday 10X Your Goals to Prevent Burnout   Episode Affiliate: Passive Real Estate Investor Academy   Links mentioned in this episode: Set For Life by Scott Trench The Behavior Gap - Simple Ways to Stop Doing Dumb Things with Money by Carl Richards Launch Your Dream - A 30-Day Plan for Turning Your Passion into Your Profession by Dale Partridge Ready. Fire. Aim. - Zero to $100 Million in No Time Flat by Michael Masterson EARN. INVEST. REPEAT. T-shirts Real Estate Investing for The W2 Employee Facebook Group W2 Capitalist - Mindset Calibration 6-week Course HelmsREI.com

Sterling White is an Indianapolis native, and has had an entrepreneurial mindset from a very young age. He has taken his natural energy and skill which began simply by selling homemade packets of drink flavoring to classmates at nine years of age, to co­founding an ever­expanding real estate company. Much of the insight and trade knowledge he now possess, Sterling owes to his mentor Will Bates. The two formed a mastermind alliance and Bates imparted lessons from his years of experience managing well over five­hundred units in historic apartment complexes. At Holdfolio, Sterling focuses his time on building strong investor relations with clients, property acquisitions, and creating strategic and directed marketing campaigns to grow their brand. Sterling is hands on about creating value for his investors, and he truly believes in the role that he and his company play in establishing a path to financial freedom for those under his watch. In his spare time Sterling enjoys learning anyway he can. One of his bigges

This is mentoring session #5 with Nick - The Corporate Recruiter. Nick and his family had a successful move from New Hampshire to Texas and after settling in for just a week, he has several properties lined up to view this week.  Key Takeaways: Benefits from Working From Home Less Travel / Podcast Time but More Analyzing The 'a' in Zillow stands for Accuracy -> Use a Realtor Setting Proper Expectations   Episode Affiliate: Passive Real Estate Investor Academy   Links mentioned in this episode: EARN. INVEST. REPEAT. T-shirts Real Estate Investing for The W2 Employee Facebook Group W2 Capitalist - Mindset Calibration 6-week Course HelmsREI.com

Former Airborne Staff Sergeant at 160th Special Operations Aviation Regiment, Eric Upchurch is now a Husband, Father, W2 Employee, Real Estate Investor and passionate his life's mission to educate, empower and help people grow. Connect with Eric: Eric on Instagram: @realericupchurch eric@activedutypassiveincome.com Facebook Group: Active Duty Passive Income  Key Discussion Points: Everyone should have a coach and mentor.  "It's fine if they hate, just make sure they spell your name right." Know your strengths, know your weaknesses and find someone trustworthy to fill your weaknesses.  How to use your VA loan, over and over and over again.  It's about setting HUGE goals, building teams and keeping the momentum.  CHALLENGE to give back $1 Million Dollars.   CHALLENGE to DOMINATE! Books Mentioned: Military House Hacking by ADPI [Markian Sich, Michael Foster, Eric Upchurch, Adam La Barr and Tim Kelly] Profit First by Mike Michalowicz Never Split the Difference by Chris Voss Exactly What to Say by Phil M Jone