Wealth Strategy Secrets of the Ultra Wealthy Podcast Dave Wolcott

Today, we had the privilege of hosting Neal Bawa, a true technologist and luminary in the world of real estate, often hailed as the Mad Scientist of Multifamily. Neal is not only a sought-after speaker in the commercial real estate domain but also a master of data analysis, process optimization, and outsourcing.
Neal is the CEO and Founder of Grocapitus, a distinguished commercial real estate investment company that thrives on data-driven strategies. Looking ahead, Grocapitus is poised to add another 1,500 units to their portfolio within the next 12 months. Neal's expertise and visionary approach to real estate investment truly exemplify the secrets to success in wealth strategy.
Through concrete examples and case studies, Neal showcased how this analytical approach has been a cornerstone of his success in managing a massive $1 billion-dollar portfolio and driving returns for investors.
In this episode, Neal shared that leveraging data and analytics isn't just a strategy, but a mindset that guides decision-making in the real estate industry. By meticulously measuring and analyzing data, investors can optimize operations, enhance efficiency, and drive profitability within their portfolios.
In this episode, we discuss:
The success behind 2023 Location Magic - Best Cities for Real Estate Investing
What Mission 10K is all about
His current economic outlook, inflation and deflation
Perspectives in investing in the energy sector and the years ahead for sustainable energy
 
Connect with Neal Bawa:
Facebook: https://www.facebook.com/navraj.bawa 
Facebook Group: https://www.facebook.com/groups/MagicOfMultifamily 
Linkedin: https://www.linkedin.com/in/neal-bawa/ 
Website: https://grocapitus.com/ 
Email: info@grocapitus.com  
Multifamily University: https://multifamilyu.com/?fbclid=IwAR2KBR2nsAov8brxnUJVl2jRE2qY7EgZi_p4reahHHns-L2TwlF6lkD-ahQ 
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 
 

Today we have a remarkable guest with us, Carl Fischer. Carl is not your typical real estate developer. With a degree from Cornell University, he embarked on his career in the 1970s as a rocket scientist at the Kennedy Space Center in Cape Canaveral, Florida. It's not every day that you meet someone who has transitioned from the world of rocket science to the world of real estate. But Carl's story is one of adaptability and innovation.
Fast forward to today, and Carl is one of the founders and principals of CAMA Self-Directed IRA, LLC, doing business as CamaPlan. With over 20 million dollars in real estate transactions under his belt, Carl has certainly made a mark in the industry. His real estate portfolio spans both commercial and residential properties, including real property, notes, and mortgages.
One of the core themes of this conversation revolved around self-directed retirement accounts, a niche but powerful tool for wealth building. Carl stressed the importance of understanding how IRAs and 401(k)s can be self-directed to invest in a variety of assets, including real estate. He shared practical insights into the benefits and intricacies of these accounts, which can offer individuals greater control over their financial future.
This episode is a deep dive into the world of self-directed retirement accounts, real estate investing, and the intersection of technical knowledge with financial acumen. Carl’s unique journey, coupled with his commitment to education and helping others achieve financial independence, will leave you with a wealth of knowledge and inspiration.
In this episode, we talked about:
Exploring the concept of self-directed IRAs and 401(k)s.
Enhanced Qualified Retirement Plan and Self-directed IRAs
Strategies for using retirement accounts to invest in various assets, including real estate
Leveraging investments while maintaining tax advantages
Unrelated Business Income Tax (UBIT) and how it works
Connect with Carl Fischer:
Website: https://www.camaplan.com/ 
Linkedin: https://www.linkedin.com/company/camaplan/ 
Personal Linkedin: https://www.linkedin.com/in/camaplan/ 
Contact: https://www.camaplan.com/contact-us/ 
Facebook: https://www.facebook.com/camaplan 
Youtube: https://www.youtube.com/camaplan1 
Instagram: https://www.instagram.com/cama_plan 
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 
 

Today, we have a truly exceptional guest joining us, Mr. Mark Hutchinson. Mark is a seasoned executive with over four decades of experience as an entrepreneur and investor. His journey through investing, entrepreneurship, and alternative finance advisory has shaped him into a respected authority in these fields.
Mark's dynamic career, filled with triumphs and setbacks while building and scaling businesses, has provided him with a unique perspective on alternative wealth strategies and becoming a better investor. His diverse experiences make him an invaluable source of insight and guidance in wealth building.
In this episode, we'll explore how Mark's journey led him to a personal revelation in the aftermath of the 2008 financial turbulence—the IBC concept. Since then, he has been dedicated to reshaping his clients' financial views and uncovering hidden truths that can help them achieve financial success.
Mark's commitment to financial education shines through in his fervor and the referrals he receives from satisfied clients. His wealth of knowledge and experiences will provide you with valuable insights into alternative wealth strategies, entrepreneurship, and the importance of continuous financial education. 
In this episode, we discuss:
His four decades of experience in the steel industry and insights from steel fabrication and industry climb
Lessons learned from his entrepreneurial endeavors
How Infinite Banking Concept (IBC) can secure financial futures
Mark's commitment to educating and empowering people with knowledge and insights from his years of experience
Examples of how alternative wealth strategies can work in practice
Connect with Mark Hutchinson:
Website: http://www.livingbenefits-life.com/ 
Website contact: https://www.livingbenefits-life.com/contact-8 
Email: livingbenefits@mail.com 
Contact number: (518) 409-1595
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 
 

Today we have an incredible guest joining us, Corey Peterson. Corey is the CEO and Founder of Kahuna Investments, a name synonymous with real estate success. With a career spanning 13 years in the multifamily arena, Corey's expertise shines as he shares how he's acquired over $225 million in real estate assets nationwide and raised a staggering $95 million in private equity.
But that's not all, Corey's impact goes beyond his impressive portfolio. He's a bestselling author with books like "Copy Your Way To Success – Standing on the shoulders of Giants" and "Why the Rich Get Richer," which offer invaluable insights into his journey and strategies. 
In this compelling episode, Corey dives deep into the secrets of his remarkable success. He opens up about his multifamily journey, starting from his early days and the pivotal moments that ignited his passion for real estate. Corey shares how he harnessed his determination to build Kahuna Investments from the ground up, acquiring over $230 million in real estate assets across the nation.
One of the key takeaways from this conversation is Corey's emphasis on passive investing. He elaborates on how he strategically partners with passive investors to create thriving apartment communities that offer both stable cash flow returns and long-term capital appreciation. 
Corey's insights into the art of building these partnerships and nurturing a win-win environment for all parties involved offer a blueprint for those aspiring to make their mark in real estate.
In this episode, we discuss:
Corey's early days in real estate and pivotal moments
His strategic approach to achieving both stable cash flow returns and long-term capital appreciation.
The power of strategic partnerships
Expert advice and actionable strategies to excel in Multifamily
Connect with Corey Peterson:
Free book: Text the work “book” to +480 500 1127
Website: https://kahunainvestments.com/ 
Linkedin: https://www.linkedin.com/in/corey-peterson/ 
Facebook: https://www.facebook.com/kahunacashflow 
Instagram: https://www.instagram.com/kahunacashflow/ 
Podcast: https://open.spotify.com/show/7rXm0lP3DelWI6I6yhHidD 
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get your FREE copy of the book here: https://holisticwealthstrategy.com/

Today we have a true real estate titan: Josh Cantwell. He's not just a real estate investor; he's a maestro of multifamily transactions, a mentor to countless aspiring investors, and the host of the illustrious Accelerated Investor Podcast, where he's chatted with some of the biggest names in the business world, from Kevin O’Leary to Barbara Corcoran and even Donald Trump Jr. Now that's a lineup that's hard to beat!
Josh is the CEO of Freeland Ventures and founded Strategic Real Estate Coach in 2007, a platform that allowed him to share his wisdom and guide countless apprentice partners and students toward their own real estate triumphs.
In this captivating conversation, Josh peeled back the layers on his transition from financial markets to real estate, sharing how his expertise in capital raising became a potent tool in his real estate endeavors. He shared how he turned the corner from traditional investing to multifamily deals, offering invaluable advice on locating and seizing the most lucrative opportunities. 
Josh walked us through his systematic approach to structuring multifamily transactions, sharing tactical insights on negotiation strategies that have consistently secured him profitable deals. 
This episode is a masterclass in real estate entrepreneurship, imparting lessons that extend far beyond property transactions and into the realm of true wealth mastery.
In this episode, we discuss:
Tactical insights into multifamily deals The importance of community and building relationships Structuring and syndication of multifamily transactions in the current market The success formula of Peak Performance   
Connect with Josh Cantwell Podcast: https://acceleratedinvestorpodcast.com/
Linkedin: https://www.linkedin.com/in/joshcantwell/ 
Facebook: https://www.facebook.com/srecnow/ 
Instagram: https://www.instagram.com/josh.cantwell/ 
Strategic Real Estate Instagram: https://www.instagram.com/srecnow 
Youtube: https://www.youtube.com/@SRECvideo 
Email: acceleratedinvestorpodcast.com 
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Today's guest is the incredible Travis Watts, a true luminary in the realm of passive income and real estate investing. Travis is not just an investor, he's a full-time advocate for those who are looking to adopt a more hands-off approach when it comes to real estate ventures.
As the Director of Investor Education at Ashcroft Capital, Travis spearheads the mission to educate investors about the remarkable potential of hands-off investing in the multifamily real estate space. And what's truly remarkable is that they handle the day-to-day intricacies, even managing residents through their in-house property management company.
In this captivating episode, Travis delves into his personal journey, shedding light on his transition from an active real estate investor, juggling single-family homes and various property types, to a burnout in 2015 that led him to seek a more sustainable path. Travis then emerged as a fervent advocate for passive real estate investing, specializing in multi-family apartment complexes.
Why multi-family properties, you ask? Travis enlightens us with compelling reasons: a soaring demand for apartments, risk-adjusted returns, tantalizing tax advantages, the prospect of appreciation, monthly dividends from rental income, and the inherent potential to cultivate lasting wealth.
So, whether you're an experienced investor or just starting on your wealth-building journey, this episode with Travis Watts is an absolute must-listen. 
In this episode, we discuss:
Travis's background and transition Benefits of passive multi-family investing Active investing vs passive investing The vision of long-term wealth for financial freedom Connect with Travis:
Free 15-Min Call: www.calendly.com/traviswatts  
Instagram: https://www.instagram.com/passiveinvestortips 
Facebook: https://www.facebook.com/passiveinvestortips 
LinkedIn: https://www.linkedin.com/in/traviswatts1234 
YouTube: https://www.youtube.com/@travwat 
Podcast: https://www.bestevercre.com/podcast/tag/passive-investor-tips 
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com  
Get you FREE copy of the book here: https://holisticwealthstrategy.com/