123 episodes

INVESTTHIS is about getting into the wealth mindset of real estate investors and entrepreneurs who are crushing it. To learn what really fuels their success, listen in on our conversations as they share their business adventures, and how they are building their futures.

This podcast is all about you, the listener. My goal is to provide you with critical real estate investing information, as well as how a successful investor mindset can propel you to the next level. I want you to be able to crush it in your business and life, advancing it forward at lightning speed!

INVESTTHIS Scott Bower

    • Investing
    • 5.0 • 42 Ratings

INVESTTHIS is about getting into the wealth mindset of real estate investors and entrepreneurs who are crushing it. To learn what really fuels their success, listen in on our conversations as they share their business adventures, and how they are building their futures.

This podcast is all about you, the listener. My goal is to provide you with critical real estate investing information, as well as how a successful investor mindset can propel you to the next level. I want you to be able to crush it in your business and life, advancing it forward at lightning speed!

    Capital Gains Tax Solutions Using Deferred Sales Trust Strategies

    Capital Gains Tax Solutions Using Deferred Sales Trust Strategies

    Every investor is looking for capital gains tax solutions, but not many know of or have used the deferred sales trust strategy. What real estate investors do know is the 1031 exchange. However, that can only be used for real estate investment. You can use deferred sales trust (DST) for anything from real estate investments to stocks to cryptocurrency, even for an investment in a racehorse! But the benefits don't stop there, and guest Brett Swarts is here to get down to the nitty-gritty details of using a DST.
    Brett is a capital gains tax deferral expert, investment real estate expert, multifamily broker, and the founder of Capital Gains Tax Solutions – a company helping people defer capital gains tax on the sale of their highly appreciated assets.
     
    He created 'Capital Gains Tax Solutions 'to equip high net worth individuals with the deferred sales trust tool to solve capital gains tax deferral limitations. The first step to a great wealth plan is a flexible plan to get out of debt, purchase assets at optimal timing while having liquidity, and diversification all tax-deferred.


    Brett breaks down the deferred sales trust tax strategy during today's episode by providing some real-world scenarios. He also shares his #1 wealth-building hack and the profitable future of using the DST strategy.


    Key Takeaways


    The many restrictions of the 1031 exchange
    How high net worth individuals struggle with capital gains tax, 30-50% of their gain when they go to sell. 
    3rd party unrelated trustee that provides a service to perfect the strategy. 
    Filling the need to help investors with their taxes.




    Commercial real estate brokers either sink or swim; they either make a big check or make nothing.


    The blue ocean opportunity
    The differences between a 1031 exchange and a DST: Deferred sales trust is Netflix, 1031 exchange is Blockbuster
    The tax benefits of using a deferred sales trust strategy
    Real-world deal breakdown of using deferred sales trust tax strategy
    Why commercial real estate is not always a good investment 
    Comparing the 2008 crash to COVID19 world today by examining a deal in Athens, Georgia
    What to analyze when using a deferred sales trust
    How a tax audit defense can be built into each deal
    #1 Wealth Building Hack: How to get your deferred sales trust to work in your favor 
    Examining how cost segregation allows the deferred sales trust to work as an investment instead of an expense
    When do you pay the taxes on a DST
    The reasons a DST isn't a viable strategy for every real estate investor  
    Diversifying your portfolio with multiple syndicators using DST
    The bright future of DST




    $17 - $20 trillion of wealth will transfer from baby boomers to the millennials in the next 20 years, the most massive wealth transfer in history. 


    How a commercial real estate syndicator can grow their business


    Brett's Book Recommendation
    The Seasons of Life (https://www.amazon.com/Seasons-Life-Jim-Rohn/dp/0939490005/ref=sr_1_1?dchild=1&keywords=the+seasons+of+life&qid=1600188334&sr=8-1) (Jim Rohn)


    Contact Brett:
    Capital Gains Tax Solutions (https://capitalgainstaxsolutions.com/) (for owners of highly appreciated assets) 
    Expert Tax Secrets (https://www.experttaxsecrets.com/main41645881) (for business professionals) + FREE eBook!


    More Resources on Tax Strategies
    The Power of Tax Free Growth with Stephen Nagy (https://www.investthispodcast.com/episodes/get-a-better-return-on-your-retirement-investment-through-real-estate-investing/)
    Using Cost Segregation for Massive Tax Savings with Yonah Weiss (https://www.investthispodcast.com/using-cost-segregation-for-massive-tax-savings/)

    • 43 min
    From Wholesaling to Building a Single Family Rental Portfolio

    From Wholesaling to Building a Single Family Rental Portfolio

    Transitioning from wholesaling to building a single-family rental portfolio has its challenges, but it's worth it! As a wholesaler, you are only as good as your last deal, which takes a lot of hustle and grind. Investing in single-family rentals, you generate passive income with less hustle and grind. And, if you throw in some creative financing deals, your portfolio will be all the more robust!
    Jared Vidalis, a former engineer and currently the Founder and COO of Equity Connect, knows how to follow the market and the money. By continuous self-education, networking, and being tapped into the industry, Jared has continuously evolved his business while growing his assets, no matter the economic climate.


    The rental industry is changing and evolving due to generational behaviors. Add COVID19 into the mix, and all the working trends are being readjusted. Success for real estate investors and agents depends on understanding home buyer and renter behaviors. However, keeping up with the constant change in behaviors that stem from economic changes can be daunting! This is what Jared studies, and he shares his thought process and insights on how to compete and win in today's rental market.


    From fix and flip to wholesaling (because fix and flip is no HGTV (https://www.hgtv.com/) show!)
    Making every mistake in the book, but still making money
    Handling the real estate market challenges of 2020
    How to build a book of assets and strengthen your balance sheet
    Rental real estate is not really a passive investment
    The Phoenix real estate market low-down
    Subject to financing
    Creative financing tips
    Single-Family Rental (SFR) statistics today
    How to protect yourself from defaults 
    How lucrative stacking rentals can be (by the numbers)
    The 3 qualifiers for a good cash flow deal 
    Why single-family rental investing is a more attractive asset than multifamily
    Generational behaviors of today's home buyers and renters
    The benefits of building subdivisions strictly for rentals (high-density SFR), 
    Strengthening your portfolio by targeting the challenges that millennials and boomers are facing in today's real estate market 


    Jared's Book Recommendation:
    The Peebles Principles (https://www.amazon.com/Peebles-Principles-Entrepreneurs-Succeeding-Business/dp/B08BH5BNKZ/ref=sr_1_2?crid=2V502VT6RS8HV&dchild=1&keywords=the+peebles+principles+by+r.+donahue+peebles&qid=1599674736&sprefix=the+peeble%2Caps%2C824&sr=8-2): Tales and Tactics from an Entrepreneur's Life of Winning Deals, Succeeding in Business, and Creating a Fortune from Scratch


    Contact Jared
    Instagram: @jared_vidalis


    More Information on Passive Investing
    Creating Passive Income with Home Equity Investing (https://www.investthispodcast.com/episodes/creating-passive-income-with-home-equity-investing/)
    Thriving in Today's Market Through Creative FInancing (https://www.investthispodcast.com/episodes/buying-and-selling-notes-is-the-future-of-real-estate-investing-with-eddie-speed/)

    • 40 min
    From Waiter to Real Estate Investor, Coach and Author

    From Waiter to Real Estate Investor, Coach and Author

    Many people are reevaluating their businesses and their lives due to the changes brought on by the fallout of COVID19. Today’s guest, Dan Rochon, knows about rethinking and changing course for a better life. Transitioning from waiter to real estate investor, then on to helping others through coaching and writing a book about his experiences, Dan knows what it takes to take your life in a more prosperous direction.
    Dan started investing as an agent over 20 years ago, which began when he was a waiter wanting to design a better life for himself. He didn’t have any money, nor could he get a loan to start a business, and that’s when a fellow waiter told him about real estate investing. He received his real estate license in 2007 and bought his brokerage firm in 2009, which he sold just two years ago. 


    Dan shares quite a bit about how he had to change his mindset, reevaluate his life goals, and the hurdles he had to jump to transition from waiter to real estate agent. The next shift came when he sold his brokerage firm and wanted to take his life to the next level. He talked with his mentor, who gave him the advice to document everything he learned and then share it with others. That’s when Dan wrote Real Estate Evolution.


    Key Takeaways: 


    The big transition from waiter to real estate agent
    The mental battle of transitioning from floating through life to designing a better life
    How to get through the fear of success (or failure)
    How to do less to achieve more
    Focusing on what will make your life and business better
    Real Estate Evolution
    The sales formula for success
    The evolution of real estate technology
    Continuous learning is the key to success
    Working through problems to the solutions 
    Bringing value to your customers/clients
    Dan’s growth strategy for his company
    Positioning his company so that it does not rely 100% on sales


    Dan's Book Recommendations
    The Millionaire Real Estate Investor (https://www.amazon.com/Millionaire-Real-Estate-Investor/dp/0071446370/ref=sr_1_2?dchild=1&keywords=gary+keller&qid=1599072435&sr=8-2)


    Get Dan's Free Book!
    Real Estate Evolution (https://www.therealestateevolution.com/real-estate-evolution-f-s1596479932074)

    • 29 min
    Creating Passive Income with Home Equity Investing

    Creating Passive Income with Home Equity Investing

    Are you are a passive investor, or maybe thinking of diversifying your real estate portfolio? Home equity investing is a profitable, creative investment that can gain you massive profits. 
    Last year almost a billion dollars was invested into the equity of single-family homes through home equity agreements. This enables homeowners to get a cash lump sum, without accruing more debt and allows the investor to share in the home's increased value. 


    To detail exactly how investors can make money with home equity investing, I've brought on Matthew Sullivan, the founder, CEO, and Quantm Real Estate Director. Matthew spent several years working alongside Richard Branson and his corporate finance team and was involved in several high profile Virgin projects. He went on to create Crowdventure, LLC, a real estate crowdfunding company, and today he is working with homeowners to unlock the equity in their homes.


    Today's episode covers how investors can make massive passive income utilizing this creative approach, as well as the legalities, how to work with homeowners, and a sample deal of exactly what an investor can expect on a deal. 


    How Matthew started in home equity investing
    Understanding home equity investing as a homeowner and investor
    Explanation of the different layers of titles that the jobs act enacted and working with the SEC
    Breaking down the financials
    Sample home equity deal and what an investor can expect
    The benefits to investors when utilizing home equity investing 
    Explaining the downsides 
    Understanding the equity return
    The biggest challenges
    Capital sources have a longer-term investment horizon
    The sharing ratio explained
    How COVID19 has changed real estate investing 
    The parameters that the homeowner needs to meet to be able to participate in home equity agreements
    Homeowners are motivated, as it's not a reverse mortgage and does not eat into their existing equity
    Creating a financial mechanism that matches the investors with the asset, so everyone wins


    Get in Touch with Matthew:
    https://quantmre.com/ (https://quantmre.com/)
    Free e-Book: Equity Freedom (https://launch.quantmre.com/book-int/)

    • 37 min
    Everything Investors Need to Know About Online Property Auctions

    Everything Investors Need to Know About Online Property Auctions

    Property auctions have been around for hundreds of years, but the (somewhat) new twist with online property auctions is taking off due to the circumstances that COVID19 has brought in its wake. Auctions are truly a unique selling opportunity that helps sellers and buyers alike.
    In today’s real estate investment market, creativity is critical in putting together strong deals. My guest, Adam Dahlberg, has been in wholesaling and the acquisition business for 6 years. He is also a licensed agent, acquisition specialist, and a creative investor. Adam has perfected online property auctions and is here today to take you through the benefits, the processes, and the intricacies of property auctions. His main goal is to help his clients out of tough situations. 


    From property swaps (no money involved!) to understanding and capitalizing on Bidding Fever, this episode covers it all! 


    Developing different property auction strategies in competitive markets
    Details on the most creative deal that Adam has done to date
    Auctioning manufactured homes and why it’s a good deal
    The advantages of having a real estate license (there are many!)
    Understanding online property auctions
    Why online property auctions are not foreclosure options
    The timeline of selling a home at auction
    How to market property auctions
    Why property auctions is a booming business right now
    Understanding the auction seller mindset 
    How to keep your real estate investor reputation spotless
    What the auction company’s cut is on a deal
    How the bidding process works for buyers and sellers
    Why 2020 is nothing like the 2008 crash
    The future of online property auctions
    Discussion of the deals I’ve done with Adam
    Breaking down the financials of property auctions
    How investors can make money running their properties through an auction


    Get in Touch with Adam
    https://www.auctionaz.com/ (https://www.auctionaz.com/)
    adam@gentryaz.com (mailto:adam@gentryaz.com)

    • 40 min
    Taking Your Real Estate Investment Management to the Next Level

    Taking Your Real Estate Investment Management to the Next Level

    If you’re a real estate syndicator, you know how vital investment management is to your bottom line. You also know that your relationship with your investors is key to your future success. However, working with investors on various deals can be overwhelming at best and chaotic at worst. But what if it was all automated and streamlined? What if you had all your fundraising, deal details, communications, and distributions in one place? What if this tool enabled your business to look more prominent and more prosperous to your investors? If you answered yes to any of those questions, this podcast is for you.
    My guest today, Jake Marmulstein, is the Founder and CEO of Groundbreaker, a software that automates real estate fundraising, investment management, and investor relations. Because when your firm runs better, your investors feel it! 


    Jake was in commercial real estate buying distressed hotels across the US and thought there had to be a more efficient way to manage his investments and investors. Connecting the dots between real estate and technology, Jake set out to simplify the process of presenting to investors by building efficiency in the back office by streamlining communications all in one investment management platform.


    In today’s episode, Jake takes you through Groundbreaker, what it can do, and how it helps investors and syndicators alike. Just think, no more email, excel sheets, or searching desperately for documents. And, you are keeping your investors happy and thankful for your efficiency! 


    Managing investor relationships
    No more menial labor
    Presenting to investors
    How Groundbreaker works for syndicators and investors
    Groundbreaker is revolutionary for small to medium syndicators
    Pricing and packages for Groundbreaker
    Making things simple for investors
    Legal advice is only a partner phone call away
    On top of SEC guidelines 
    Working with state-specific real estate guidelines
    Perfecting your real estate strategy before pitching your investors
    Sending money through ACH via the Groundbreaker platform
    Adapting to constant technology change and creating an opportunity for growth. 


    Jake's Recommended Books:
    Deep Work: Rules for Focused Success in a Distracted World (https://www.amazon.com/Deep-Work-Cal-Newport-audiobook/dp/B0189PVAWY/ref=sr_1_1?dchild=1&keywords=deep+work+book&qid=1597263748&sr=8-1) (Author, Cal Newport)
    The Talent Code: Greatness Isn't Born, It's Grown. Here's How (https://www.amazon.com/The-Talent-Code-Daniel-Coyle-audiobook/dp/B07VH2KNT2/ref=sr_1_3?dchild=1&keywords=culture+code&qid=1597263883&s=audible&sr=1-3) (Author, Daniel Coyle)


    Contact Jake:
    https://groundbreaker.co/ (https://groundbreaker.co/)
    LinkedIn (https://www.linkedin.com/in/jakemarmulstein/)
    Jake@groundbreaker.co (mailto:Jake@groundbreaker.co) 

    • 31 min

Customer Reviews

5.0 out of 5
42 Ratings

42 Ratings

Clarisse Gomez ,

Awesome Podcast!!!

Scott, host of the INVESTTHIS podcast, highlights all aspects of real estate investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

Snowybeaches ,

Thanks for great content

Scott brings some amazing investors and entrepreneurs on his podcast. Has a great way of getting them to open up and share their valuable experience. Great resource to listen to regularly.

OlaTheApartmentSyndicator ,

Love the mindset angle!

Wowwww this is just different. There are many real estate podcasts but this one take it to another level! Keep up the good work!

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