The Wealth Flow

Keith Borie
The Wealth Flow

Catapult your wealth-building journey to new heights by unlocking the secrets of passive investing! Welcome to The Wealth Flow Show, where we provide you with invaluable education to help you overcome the obstacles on your path to real estate success. Tune in every Tuesday and Thursday as we explore a wide range of investment alternatives, including different asset classes, self-directed IRAs, and powerful taxation techniques to optimize your purchasing power. Our episodes feature enlightening discussions with expert guests, providing you with diverse perspectives to foster personal and professional growth. Your investing career is as far as your imagination goes, and we’re here to serve as your ultimate guide to transform your dreams into reality.

  1. HACE 2 DÍAS

    EP132: The Digital Edge Every Real Estate Investor Needs - Merrick Lee

    How does a digital marketing expert transition into real estate? Meet Merrick Lee, who transformed his tech expertise into success with multifamily syndications and property management. Learn how he used his Google ranking skills to excel in real estate, offering unique insights into merging technology with property investment.     Key Takeaways To Listen For ●     How his quest for job security led him to real estate ●     Digital Marketing’s influence on real estate endeavors ●     Why continuous learning and mentorship are crucial in digital marketing and real estate ●     A conservative yet effective investment approach ●     Merrick’s future aims and aspirations for his real estate portfolio     Resources/Links Mentioned In This Episode ●     LinkedIn ●     Who Not How by  Dan Sullivan and Benjamin Hardy | Kindle, Hardcover, and Paperback     About Merrick Lee Merrick Lee Jr. is a seasoned Digital Marketing expert with over 12 years of experience in technological innovations. Transitioning into real estate, he has partnered with top operators, property management companies, and brokerage firms to generate solid returns for his investors through multifamily acquisitions. Merrick's forward-thinking approach and ability to build relationships help him stay ahead of market trends and secure high-quality deals. Beyond his professional success, Merrick is dedicated to philanthropy, using his achievements to support charitable causes and create meaningful community impact.     Connect with Merrick ●     Website: Love Capital Partners ●     LinkedIn: Merrick Lee Jr. ●     Instagram: @merrickleejr     Connect With Us If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.     Follow Keith’s social media pages ●     LinkedIn: Keith Borie ●     Investor Club: Secret Passive Cashflow Investors Club ●     Facebook: Keith Borie ●     X: @BoboLlc80554

    49 min
  2. 16 OCT

    EP131: How to Generate Lucrative Profit from Mortgage Notes, Tax Liens, and Deeds - Natoyah Grinnon

    Witness Natoyah Grinnon's inspiring ascent from rural Jamaica to becoming a U.S. real estate investment leader. Dial in as she unravels the complexities of mortgage notes, tax liens, and tax deeds, providing a roadmap to long-term financial success. Press play and prepare to jot down expert advice on mastering these unique investment avenues!   Key Takeaways To Listen For How mortgage notes work and their advantages Ingenious strategies for dealing with non-performing notes Tax liens and the process of investing through county auctions The financial returns from tax lien investments and managing strategies Opportunities for learning and networking through Natoyah’s upcoming summit   Resources/Links Mentioned In This Episode Join the Fiscally Fabulous® Wealth Summit, Nov 8-10, 2024, in Tarrytown, NY! Learn how to build wealth using OPM, network with top pros, and enjoy VIP access + the Awards Gala. Offer ends Sept 30! Secure your spot and use the code TRM2024 at https://gw5conference.com/.   About Natoyah Grinnon Natoyah Grinnon began her entrepreneurial journey with a vision of financial security and freedom. After studying at Bentley University, she explored stock investments and real estate, though her experience with probate real estate left her seeking better options. Natoyah turned her focus to more traditional real estate opportunities, attending workshops and ultimately making the bold decision to cash out her 401k to invest in mortgage notes. This pivotal move led to success, transforming her career. Now, through Apex Global Properties, LLC, she partners in Real Estate Joint Ventures, helping others build passive income streams for a dream lifestyle.   Connect with Natoyah Website: Apex Global Properties   Connect With Us If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith’s social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

    47 min
  3. 9 OCT

    EP130: Private Lending Tactics to Skyrocket Your Returns - Craig Eppler, MBA, APMA®

    Dive into the investment world with Craig Eppler, MBA, APMA®,  as he charts his path from real estate acquisitions to creating his own fund. Uncover the complexities of private market investments and learn strategies for stable returns through innovative financing. Listen now for expert guidance from a top portfolio manager!     Key Takeaways To Listen For How Craig transitioned from house hacking to owning multiple properties What you need to know about diverse investments within the fund Fixed income methods employed by the fund Growth strategies for attracting investors and identifying opportunities Craig's advice for new investors and his go-to inspirational book     Resources/Links Mentioned In This Episode Grow Rich! With Peace of Mind by Napoleon Hill | Kindle, Paperback, and Hardcover BiggerPockets Real Estate Podcast     About Craig Eppler, MBA, APMA® Craig Eppler is the founder and CEO of Eppler Capital Funds, established in March 2023. With a decade of investment experience, Craig brings a deep understanding of asset management. He began his career at Vanguard as a Derivatives Analyst before joining Hoover Financial Advisors (later merged with Wealth Enhancement Group), where he advanced to Senior Portfolio Manager and played a key role in the investment committee, focusing on both public and private markets. Since 2019, Craig has also grown a real estate portfolio of over 40 rental properties in south-central Pennsylvania and made numerous private company investments. He holds a Bachelor of Science in Finance and an MBA with a Finance concentration from York College of Pennsylvania.     Connect with Craig Website: Eppler Capital Funds LinkedIn: Craig Eppler, MBA, APMA® Email: craig@epplercapital.com     Connect With Us If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.     Follow Keith’s social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

    44 min
  4. 2 OCT

    EP129: Crack the Code to Short-Term Rental Success and Skyrocket Your Profits - Taylor Jones

    Join us as we dive deep into the lucrative world of short-term rentals with Taylor Jones. He shares his incredible journey from an aspiring baseball player to a key player in the rental market, offering valuable insights on setting up profitable rentals, systematizing operations, and selecting the right investment markets. Don’t miss out on this episode filled with expert advice!     Key Takeaways To Listen For Learning curves in managing Airbnb properties remotely Importance of preemptive measures and guest communication Key considerations for potential investors in the short-term rental market The operations-focused nature of the short-term rental business Essential technologies and tools for managing short-term rentals     Resources/Links Mentioned In This Episode Airbnb Vrbo BiggerPockets AirDNA Rabbu Furnished Finder Booking.com Unreasonable Hospitality by Will Guidara | Kindle, Paperback and Hardcover     About Taylor Jones Taylor Jones is a short-term rental acquisition specialist who has helped investors acquire over 175 cash-flowing Airbnb properties in the past two and a half years, with a portfolio totaling $81M. Based in Florida, Taylor's expertise lies in identifying profitable vacation rental opportunities and implementing effective systems to streamline operations. With a background in sales and a passion for real estate, Taylor is dedicated to helping clients maximize investment returns. When he's not underwriting deals, you can find him on the golf course or exploring new ways to optimize the vacation rental experience.     Connect with Taylor Website: STR Search LinkedIn: Taylor Jones X: @MrJonesSTRs     Connect With Us If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.     Follow Keith’s social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

    46 min
  5. 25 SEPT

    EP128: How a Real Estate Visionary is Transforming Communities and Creating Wealth - Matt Drouin

    What does it take to succeed in real estate development? Join us as Matt Drouin shares the secrets behind his impressive career. From value-add commercial properties to community-driven projects, he offers a masterclass in balancing profitability with purpose, diving deep into the complexities of financing and historic tax credits you don't want to miss!     Key Takeaways To Listen For Main upside when transitioning from residential to commercial real estate  Challenges and strategies for acquiring and renovating a historic skyscraper Creative financing and the effects of high interest rates on property acquisition The role of historic tax credits in financing real estate projects Expert tips on how to manage and scale real estate investments     Resources/Links Mentioned In This Episode The Alchemist by Paulo Coelho | Kindle, Paperback, and Hardcover     About Matt Drouin Matt Drouin, Co-Founder of OakGrove Companies, is a high-performing real estate executive with 14 years of experience in real estate management, brokerage, and development. He excels in turning around troubled properties and repositioning assets for their highest and best use. A lifelong Rochester resident, Matt is a graduate of SUNY Geneseo and Pittsford Sutherland High School. Outside of work, he enjoys weightlifting, traveling, and listening to punk, metal, and hardcore music. Matt lives in the Park Avenue community with his wife, Nicole, daughter Holly, and their cockapoo, Kevin.     Connect with Matt  Website: OakGrove Companies YouTube: Matt Drouin     Connect With Us If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.     Follow Keith’s social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

    41 min
  6. 18 SEPT

    EP127: Chart Your Path to Wealth with Commercial Real Estate and Beyond - Angel Gonzalez

    If you want to know about navigating the shift from single-family homes to commercial real estate, this episode is for you! Join us as Angel Gonzalez shares his journey from Panama to becoming a leader in U.S. real estate, offering insights on industrial properties, risk mitigation, and adapting to economic shifts. Don’t miss his expert advice—tune in now!     Key Takeaways To Listen For The value of adaptability in the real estate industry Strategic advantages of location, facility, and tenant diversification Investment strategies and long-term planning in industrial real estate How market expectations and seller perceptions affect investment strategies Why you need to partner with reliable operators in different sectors     Resources/Links Mentioned In This Episode Burn the Boats by Matt Higgin | Kindle, Paperback, and Hardcover     About Angel Gonzalez Angel Gonzalez, Co-Founder and Managing Partner, brings over 19 years of experience in finance, banking, and executive management, including roles in Fortune 500 companies. He began his real estate journey in 2005, evolving from single-family homes to commercial real estate and syndication. His US Army service sharpened his team-building and strategic planning skills, which were vital to his financial career. With expertise in financial reporting, budgeting, and business planning, Angel is a formidable force in the financial sector. He is also dedicated to continuous learning and values his time spent with family.     Connect with Angel  Website: Keystone Private Capital Podcast: Taking The Leap into Commercial Real Estate | Apple Podcasts and Spotify     Connect With Us If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.     Follow Keith’s social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

    47 min
  7. 11 SEPT

    EP126: Boundless Opportunities in the Ever-Evolving Industrial Real Estate Market - Sam Zoldock

    Gain insider knowledge from Sam Zoldock, a seasoned commercial real estate broker specializing in industrial properties in Birmingham, Alabama. From his roots in house-flipping to navigating the complexities of industrial investments, he breaks down the strategies that have driven his success in a competitive market. This episode is packed with insights you won't want to miss!     Key Takeaways To Listen For Primary challenges in transitioning commercial real estate The appeal of Alabama's markets and the unique challenges they present An effective strategy for value-add industrial real estate investments Why it’s crucial to find suitable tenants for industrial spaces  Essential insights and powerful advice for novice investors      About Sam Zoldock Sam Zoldock is an Acquisition Manager at OWN Alabama and an Investment Associate with Colliers International | Alabama. He specializes in identifying, analyzing, and executing investment opportunities. With a background in real estate investments, brokerage, and private equity from his time as an Analyst at Park Capital, Sam brings extensive industry experience. He is also actively involved in community organizations like Restoration Academy and JH Ranch. Sam graduated Cum Laude from Samford University with a degree in Finance.     Connect with Sam  LinkedIn: Sam Zoldock Email: sam.zoldock@colliers.com Phone: 404-291-4684     Connect With Us If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.     Follow Keith’s social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

    51 min
  8. 4 SEPT

    EP125: Turn Your Spare Room into a Cash Cow - Justin C. Mosley, MSc.

    Justin C. Mosley, a military veteran turned real estate tycoon, spills the beans on how to turn properties into profitable short-term rental powerhouses. Discover his battle-tested strategies for selecting prime locations, optimizing listings, attracting high-paying guests, and maximizing returns. Outsmart the competition and build a lucrative rental business by diving in!     Key Takeaways To Listen For The importance of understanding the specific needs and preferences of your target demographic  Value-add strategies that can significantly enhance equity and cash flow Advantages of leveraging technology to manage and optimize STR operations Key factors to mitigate risks in the real estate market The potential of direct bookings through social media advertising     Resources/Links Mentioned In This Episode Guesty Turno AirDNA PureSpace      About Justin C. Mosley, MSc. Justin is the CEO of Leicestermore Capital, focusing on finding the best short-term rental properties to deliver solid returns for investors. He also leads STR Millionaire Mastermind as CEO, offering a step-by-step course on how to find, buy, and manage successful short-term rentals, along with coaching to enhance strategy and mindset. Justin, a United States Navy veteran with an MSc from Loughborough University, is passionate about diving deep into the intricacies of investing and helping others do the same.     Connect with Justin Website: STR Millionaires | Leicestermore Capital Instagram: @strmillionaires LinkedIn: Justin C. Mosley, MSc.      Connect With Us If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.     Follow Keith’s social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

    41 min
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Catapult your wealth-building journey to new heights by unlocking the secrets of passive investing! Welcome to The Wealth Flow Show, where we provide you with invaluable education to help you overcome the obstacles on your path to real estate success. Tune in every Tuesday and Thursday as we explore a wide range of investment alternatives, including different asset classes, self-directed IRAs, and powerful taxation techniques to optimize your purchasing power. Our episodes feature enlightening discussions with expert guests, providing you with diverse perspectives to foster personal and professional growth. Your investing career is as far as your imagination goes, and we’re here to serve as your ultimate guide to transform your dreams into reality.

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