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It’s no secret that real estate is one of the best investment vehicles out there. But with all the current uncertainty how do we know when and where to put our hard earned money to work for us? It’s easy to become distracted by that shiny object or the ”next best thing.” So how can we determine which strategies will best align with our financial goals? Whether you’re an active real estate entrepreneur, a passive investor, or looking to get in to real estate investing, our goal is to provide investors with the insights and strategies to build our portfolios all while protecting our capital.
Episodes
Wednesday Nov 08, 2023
What Real Estate Investors Should Know About ADUs with Marcelo Valdez
Wednesday Nov 08, 2023
Wednesday Nov 08, 2023
In this insightful episode, we sit down with Marcelo Valdez, the founder and owner of Nextwave Home Buyers. A U.S. Marine Corps Veteran and a Gulf War Lieutenant, Marcelo brings a unique perspective to real estate investing. With over two decades in San Diego, he's a proud supporter of the Chargers and Padres, and he's deeply rooted in "America's Finest City."
Marcelo's background in General Engineering from the U.S. Naval Academy and his General Contractor's license make him a powerhouse in real estate. His construction company focuses on property improvement, providing clients with peace of mind when tackling post-escrow property issues.
Join us as Marcelo Valdez sheds light on the crucial aspects real estate investors should know about Accessory Dwelling Units (ADUs).
CONNECT WITH THE GUEST
Website: https://www.nextwavehomebuyers.com/
CONNECT WITH THE HOST
Website- https://upstreaminvestor.com/
Facebook- https://www.facebook.com/TwoSmartAssets/
Instagram- https://www.instagram.com/upstreaminv...
Twitter- https://twitter.com/twosmartassets
LinkedIn- https://www.linkedin.com/company/two-...
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Wednesday Oct 25, 2023
How to Build an Investment Strategy with Logan Freeman
Wednesday Oct 25, 2023
Wednesday Oct 25, 2023
Logan Freeman, the key principal, co-founder, and Chief Development Officer of FTW Investments, is a driving force behind the company's acquisitions and investment strategies. With over six years of real estate investing experience, Logan has successfully managed a portfolio of over $50 million and acquired over 225 doors in just over a year. His entrepreneurial journey began after a successful collegiate football career and a stint in the NFL as an undrafted free agent with the Oakland Raiders.
In this episode, Logan shares his expertise on crafting effective investment strategies. Whether you're an aspiring investor or looking to refine your investment approach, this discussion offers invaluable insights.
HIGHLIGHTS FROM THE EPISODE
01:29 - Who is Logan Freeman?
05:27 - After adversity comes success
13:21 - Confidence is the key
16:59 - Investor appetite
20:26 - Private placement investments
24:24- Contact Logan Freeman
CONNECT WITH THE GUEST
Website: https://ftwinvestmentsllc.com/
CONNECT WITH THE HOST
Website- https://upstreaminvestor.com/
Facebook- https://www.facebook.com/TwoSmartAssets/
Instagram- https://www.instagram.com/upstreaminv...
Twitter- https://twitter.com/twosmartassets
LinkedIn- https://www.linkedin.com/company/two-...
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Wednesday Oct 18, 2023
How to Build Wealth as a Passive Investor with Ken Gee
Wednesday Oct 18, 2023
Wednesday Oct 18, 2023
In this episode, I talk with Ken Gee, the founder and managing partner of KRI Partners and the KRI group of companies, brings over 24 years of extensive experience in real estate, banking, private equity transactions, and principal investing. His impressive track record encompasses transactions valued at over $2.0 billion, with a focus on multi-family real estate projects. Ken has also played a pivotal role in due diligence and transaction structure planning for private equity firms specializing in small and middle markets.
Join us as Ken shares invaluable insights into building wealth through passive investments and unravels the secrets to success in the world of real estate and private equity. Whether you're a seasoned investor or just starting your journey, this episode is packed with wisdom and knowledge that will empower you to make informed, wealth-building decisions.
HIGHLIGHTS FROM THE EPISODE
01:57 - How Ken got started in real estate
03:40 - Ken’s W2 experience
06:48 - Taking something on your own
09:10 - Discipline and habits
10:33 - Ken’s company and their focus
13:27 - Understanding strategies
16:15- What is a fund
24:08- Communication is key
28:03- Contact Ken
CONNECT WITH THE GUEST
Website: kripartners.com
CONNECT WITH THE HOST
Website- https://upstreaminvestor.com/
Facebook- https://www.facebook.com/TwoSmartAssets/
Instagram- https://www.instagram.com/upstreaminv...
Twitter- https://twitter.com/twosmartassets
LinkedIn- https://www.linkedin.com/company/two-...
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Wednesday Oct 11, 2023
How Self Storage Outperforms in Real Estate Investing with Ryan Gibson
Wednesday Oct 11, 2023
Wednesday Oct 11, 2023
Join us for an enlightening episode as I sit down with Ryan Gibson, the President, Chief Investment Officer, and Co-Founder of SIG (Spartan Investment Group). Ryan's extensive experience in organizing over $200 million of private equity for Spartan's projects and his knack for managing developments in challenging markets make him an expert in the field.
Ryan shares insights on how self-storage investments can outperform in the realm of real estate. As the driving force behind investor relations and capital raises for SIG projects, Ryan's expertise is unmatched. His unique perspective, coupled with his background as a commercial airline pilot and his business degree from Mercyhurst University, promises a wealth of knowledge.
HIGHLIGHTS FROM THE EPISODE
01:20 - Ryan's journey into real estate
05:00 - Key drivers of self storage
09:50 - Convenience of self storage
18:10 - Self storage business plans
21:30 - Evaluating business deals
27:50 - Contact Ryan
CONNECT WITH THE GUEST
Website: https://spartan-investors.com/
CONNECT WITH THE HOST
Website- https://upstreaminvestor.com/
Facebook- https://www.facebook.com/TwoSmartAssets/
Instagram- https://www.instagram.com/upstreaminvestor/
Twitter- https://twitter.com/twosmartassets
LinkedIn- https://www.linkedin.com/company/two-smart-assets/
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Wednesday Oct 04, 2023
4 Steps To Transform Your Busy Life with Derek Clifford
Wednesday Oct 04, 2023
Wednesday Oct 04, 2023
Ready to break free from the daily grind and transform your life? Join us for an enlightening episode featuring Derek Clifford, a seasoned real estate investor, author, and podcast host, as he shares the four game-changing steps that can help you reclaim your time and financial independence.
Derek, with over 400 apartment units and assets exceeding $50 million under management, is living proof that it's possible to leave the 9-to-5 behind and achieve your real estate dreams. As the founder of Elevate Equity and host of "Elevate Your Equity," his insights are invaluable for those looking to follow in his footsteps.
Tune in as Derek breaks down his journey and unveils the secrets to transforming a busy life into one of financial freedom through real estate investing.
HIGHLIGHTS FROM THE EPISODE
02:20 - Derek's journey into real estate
08:10 - Real estate misconceptions
13:05 - Foundation of investor mindset
16:22 - Vital key roles
20:35 - Leveraging your spouse
26:00 - Contact Derek
CONNECT WITH THE GUEST
Website: https://elevateequity.org/
CONNECT WITH THE HOST
Website- https://upstreaminvestor.com/
Facebook- https://www.facebook.com/TwoSmartAssets/
Instagram- https://www.instagram.com/upstreaminvestor/
Twitter- https://twitter.com/twosmartassets
LinkedIn- https://www.linkedin.com/company/two-smart-assets/
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Wednesday Sep 27, 2023
5 Essential Tips for Successful Real Estate Investors
Wednesday Sep 27, 2023
Wednesday Sep 27, 2023
Join us in this insightful podcast episode where we dive into the world of real estate investing, with seasoned experts having a proven track record in the industry.
Five indispensable tips that every aspiring and experienced real estate investor should know. Drawing from years of experience and success, these tips are the keys to thriving in the competitive real estate market.
Whether you're looking to start your real estate journey or enhance your current investments, this podcast is a must-listen. Expertise and practical advice will empower you to make informed decisions and achieve your real estate investment goals. Tune in now to take your real estate game to the next level!
CONNECT WITH THE HOST
Website- https://upstreaminvestor.com/
Facebook- https://www.facebook.com/TwoSmartAssets/
Instagram- https://www.instagram.com/upstreaminvestor/
Twitter- https://twitter.com/twosmartassets
LinkedIn- https://www.linkedin.com/company/two-smart-assets/
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Wednesday Sep 20, 2023
How To Build Your Own Financial Moat with Spencer Hilligoss
Wednesday Sep 20, 2023
Wednesday Sep 20, 2023
Join us for an enriching podcast episode featuring Spencer Hilligoss, CEO and Co-Founder of Madison Investing, an accomplished syndicator, investor, and renowned speaker. Spencer draws from his extensive experience as a former technology executive, having built high-performing teams across multiple companies, including software "unicorns" valued at over $1 billion.
In this engaging conversation, Spencer shares invaluable insights on how to construct your own financial moat, ensuring your financial security and growth. He delves into strategies for wealth preservation, syndication, and investor relations, drawing from his membership in the 2023 Forbes Business Council and his role as a Registered Representative of Finalis Securities LLC.
Tune in to discover the keys to building financial resilience and success with Spencer Hilligoss as your expert guide.
HIGHLIGHTS FROM THE EPISODE
01:44 - Spencer's journey into real estate
05:26 - Active vs passive investing
11:00 - Critical skills for building a business
15:00 - Importance of a financial moat
20:50 - Real estate syndication
25:07 - Contact Spencer
CONNECT WITH THE GUEST
Website: https://www.madisoninvesting.com/
CONNECT WITH THE HOST
Website- https://upstreaminvestor.com/
Facebook- https://www.facebook.com/TwoSmartAssets/
Instagram- https://www.instagram.com/upstreaminvestor/
Twitter- https://twitter.com/twosmartassets
LinkedIn- https://www.linkedin.com/company/two-smart-assets/
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Wednesday Sep 13, 2023
The Wealth Strategy For Passive Real Estate Investors with Taylor Loht
Wednesday Sep 13, 2023
Wednesday Sep 13, 2023
Join us for a deep dive into the world of passive real estate investing with the seasoned expert, Taylor Loht. Taylor, renowned for his multifamily and self-storage property investments, hosts the "Passive Wealth Strategy" podcast and boasts a diverse portfolio spanning key markets like Dallas, Houston, Atlanta, Phoenix, and mid-Michigan.
In this enlightening podcast episode, Taylor shares his wealth-building strategies that have helped him raise investor capital through syndication models. Discover how Taylor's value-add approaches have consistently elevated net operating income and property values.
Taylor's insights cover critical topics such as market selection, the importance of a well-executed business plan, and navigating interest rate trends. Whether you're a novice or seasoned investor, Taylor's expertise offers valuable guidance to enhance your real estate investment game.
Tune in now to unlock the secrets of passive wealth generation in the real estate realm and take your investment strategy to the next level.
HIGHLIGHTS FROM THE EPISODE
01:44 - Taylor's journey into real estate
05:43 - Investments process and types of investments
09:36 - Active vs passive investing
16:14 - Passive investments red flags
21:36 - Deal makers and breakers
25:07 - Contact Taylor
CONNECT WITH THE GUEST
Website: https://www.Passiverealestatecourse.com
Podcast: Passive Wealthy Strategy Show
CONNECT WITH THE HOST
Website- https://upstreaminvestor.com/
Facebook- https://www.facebook.com/TwoSmartAssets/
Instagram- https://www.instagram.com/upstreaminvestor/
Twitter- https://twitter.com/twosmartassets
LinkedIn- https://www.linkedin.com/company/two-smart-assets/
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Wednesday Sep 06, 2023
Scaling your passive investments with Brian Wagers
Wednesday Sep 06, 2023
Wednesday Sep 06, 2023
Join us for an inspiring episode as we sit down with Brian Wagers, a multifaceted real estate investor whose journey from Cincinnati, OH, to becoming a top sales professional, reflects his unwavering dedication to success. With a background in Business Economics and Psychology from the University of Kentucky, Brian's investment journey began in Northwest Arkansas, where he's now a respected figure in the real estate arena.
Brian's impressive portfolio growth includes managing 500 units before venturing into syndication, where he's contributed to over $200 million in apartment transactions, totaling 2,000 units. As Chief Investment Officer (CIO) at Elevate, Brian excels in educating investors on wealth-building through multifamily real estate.
In this episode, Brian not only reveals his insights into growing net worth but also guides busy professionals and business owners on leveraging tax benefits and depreciation losses through real estate investments. Discover the keys to passive investment success and holistic well-being as Brian shares his passion for fitness, family, and finance. Don't miss this enriching conversation!
HIGHLIGHTS FROM THE EPISODE
01:44 - Brian's journey into real estate
07:56 - His role in a team
10:26 - Deal flow
14:16 - Passive investors
21:56 - Bonus depreciation
25:37 - Contact Brian
CONNECT WITH THE GUEST
Website: https://www.elevatecig.com
CONNECT WITH THE HOST
Website- https://upstreaminvestor.com/
Facebook- https://www.facebook.com/TwoSmartAssets/
Instagram- https://www.instagram.com/upstreaminvestor/
Twitter- https://twitter.com/twosmartassets
LinkedIn- https://www.linkedin.com/company/two-smart-assets/
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Wednesday Aug 30, 2023
How To Own A Piece of 100s of Airbnbs with Sief Khafagi
Wednesday Aug 30, 2023
Wednesday Aug 30, 2023
Join us in this captivating episode featuring Sief Khafagi, a former tech powerhouse at Facebook who transitioned into real estate investing. Sief, now the founder of Techvestor, is on a mission to help accredited real estate investors and busy professionals diversify their portfolios with short-term rentals, specifically Airbnbs.
In this insightful conversation, Sief shares how you can passively invest in hundreds of Airbnbs with investments as low as $25,000. Discover how Techvestor leverages cutting-edge technology to underwrite over 100,000 properties monthly, securing the best deals for investors. With insights from industry experts and an impressive $37 million in first-year funding, Techvestor is poised to lead the institutionalization of short-term rentals.
Don't miss this chance to explore a groundbreaking approach to real estate investment at techvestor.com and revolutionize your financial future.
HIGHLIGHTS FROM THE EPISODE
02:44 - Sief's tech background brings a competitive advantage in real estate.
04:49 - Opportunity in short-term rental sector disruption.
08:49 - Market data drives powerful software for success.
11:01 - Eight-year North Star predicts competitiveness and trends.
15:05 - Fund operator prioritizes guest experience, data-driven decisions.
19:15 - Faster growth, lower costs, attracting institutional buyers.
CONNECT WITH THE GUEST
Website: https://www.techvestor.com
CONNECT WITH THE HOST
Website- https://upstreaminvestor.com/
Facebook- https://www.facebook.com/TwoSmartAssets/
Instagram- https://www.instagram.com/upstreaminvestor/
Twitter- https://twitter.com/twosmartassets
LinkedIn- https://www.linkedin.com/company/two-smart-assets/
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