Passive Income Brothers Tim & Greg Lyons

Alternative investments offer a pathway to diversification and potential wealth growth beyond the conventional. Whether it's private placements or hedge funds, there's a world of opportunities waiting for exploration.

In this episode, Tim and Greg discuss alternative investments and their potential benefits. They suggest that exploring alternative investments like private placements and hedge funds can offer opportunities for wealth growth beyond traditional stock and bond investments.

Tim and Greg also highlight the importance of continual learning, asking questions, and growing one's investment knowledge over time.

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WHAT TO LISTEN FOR
1:18 Potential for Wealth Growth Through Alternative Investments
8:43 Regulation D Offerings
24:06 Investing in 506(b) or (c) Offerings
29:54 From Wiring Money to Tax Questions

RESOURCES/LINKS MENTIONED
U.S. Securities and Exchange Commission

CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.

Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Over the years, real estate investors had a problem–the lack of transparency, control, and specialized expertise with their traditional insurance. This frustrates many investors as insurance is one of their most significant expenses, but they don’t have the power to create it depending on their needs. This is where Obie Insurance is created. With their help, investors can now have customized insurance packages, giving them more transparency and control over their insurance costs and policies.

In today’s episode, our guest is Aaron Letzeiser, Co-founder of Obie Insurance, a company that provides instant online quotes and customizable insurance packages specifically designed for real estate investors. Frustrated with the lack of control and transparency with insurance costs as a real estate investor, they founded Obie Insurance together with his brother. Join us to learn how Obie Insurance can help you be successful in your real estate journey!

The discussion covers topics such as real estate insurance, changes in the insurance industry and their impact, tips for real estate investors to optimize their insurance coverage, current trends in the insurance market, and more.
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WHAT TO LISTEN FOR
3:10 Aaron’s Real Estate Journey
6:57 Obie Insurance
12:28 Service Offered
17:29 Tips and Tricks In Customizing Insurance Package
22:25 Trends in Real Estate
27:46 Pricing Retreat Prediction


RESOURCES/LINKS MENTIONED
https://www.obieinsurance.com/

CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.

Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Learning about finances isn't just about managing budgets; it's about finding a meaningful life. By understanding money rules and matching them with your values, you can build a life full of purpose and satisfaction. Money is not the goal but a way to live a life that fits who you are.

In this episode, Tim and Paul and their guest, Damion Lupo, the CEO of FrameTec, discuss the importance of financial education and finding purpose beyond wealth accumulation. They suggest taking responsibility for one's financial future, narrowing focus for success, and fostering a supportive community.
The discussion covers topics such as debt versus savings, formal education versus self-learning, and crafting a fulfilling life beyond the confines of a traditional 9-5 workday.

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WHAT TO LISTEN FOR
2:41 Real Estate Investment
7:27 Financial Education
17:03 EQRP Plan
33:23 FrameTec Company

RESOURCES/LINKS MENTIONED
Rich Dad Poor Dad by Robert Kiyosaki
The ONE Thing by Gary Keller
FrameTec

Website: https://www.frametec.com/
Twitter - https://twitter.com/damionlupoFacebook - https://www.facebook.com/damionlupoLinkedIn - https://www.linkedin.com/in/damionlupo/YouTube - https://www.youtube.com/channel/UC6qIIkh9nXpzeqF0TofSFGA - Damion Lupo
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.

Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Managing your taxes is boring, but you need to do it no matter what. Learning from experts how to avoid mistakes and make the best decisions as much as possible can save you a lot of time and get to the success you want. And that’s why the Tax Webinar is here for you!
 
In this webinar, Tim, Greg, and Paul are joined by their special guest from Hall CPA PLLC, Thomas Castelli and Justin Shore. This webinar provided valuable tax strategies for real estate investors.  They discussed the importance of working with a dedicated CPA. They covered different types of income, using losses to offset taxes and strategies like depreciation and stacking investments over time.
Filing extensions, vetting sponsors, and building an advisory team were also recommended. Don’t miss out and learn how to maximize returns through effective tax planning.
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WHAT TO LISTEN FOR
14:57  Know The Three Buckets Of Income
22:28 Strategies For Using Passive Losses To Offset Income And Taxes
33:18 The Conveyor Belt Theory For Stacking Investments Over Multiple Years
40:16 The “Lazy 1031”
55:51 Best Practices For Limited Partners


RESOURCES/LINKS MENTIONED
https://www.therealestatecpa.com/cityside
Tax Smart Real Estate Investors Podcast by Thomas Castelli
Tax Free Wealth by Tom Wheelwright
Conveyor Belt Theory by Jake and Gino

CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.

Facebook | Instagram | LinkedIn | Email Greg | Email Tim


Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Starting a real estate investment journey can feel overwhelming, but it can also be very rewarding with the right information and plan. Turnkey real estate investing offers a straightforward approach that works well for both experienced investors and beginners. By relying on professionals who take care of everything from buying the property to managing it, investors can earn passive income without any stress.

In this episode, Tim and Paul, together with Liz Nowlin, the Director of Marketing and Sales/Investor Coordinator for Mid South Homebuyers, discuss the benefits of real estate investment. They suggest considering Memphis for its economic drivers in logistics and distribution, highlighting its potential for high rents.
The discussion covers the turnkey approach, how to choose good tenants and the significance of learning to make smart investment choices.

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WHAT TO LISTEN FOR
2:16 Turnkey Rental Real Estate
11:46 Finding Cash-Flow Positive Rentals in High-Cost Areas
18:22 Real Estate Investment in Memphis
36:40 Liz’s Thoughts on Famous Quotes and Opinions

RESOURCES/LINKS MENTIONED
MidSouth Home Buyers
Rich Dad Poor Dad by Robert Kiyosaki

CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.

Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

Real estate investing involves understanding market trends and financial strategies. Analyzing the market is an essential aspect of successful investing. Self-education is key, helping investors stay informed about trends in housing inventory and supply, and ensuring a more informed and strategic approach to real estate ventures.

In this episode, Jason Hartman joins Tim and Greg as he shares his insights and experience in real estate investing, discussing topics like market analysis, using real estate to hedge against inflation, debates around market timing, trends in housing inventory and supply, and the importance of self-education.

They also mention how you can get rid of your debt by investing in real estate.

Leave a positive rating and review of this podcast with just one click.

WHAT TO LISTEN FOR
1:36 Analyzing the Market for Real Estate Investments
9:20 Hedging Against Inflation
16:35 Relevance of Market Timing
24:24 Housing Market Crash
30:32 Trends and Supply in the Housing Market
39:58 The Importance of Self-Education
45:37 Debt Destruction Through Real Estate Investing

RESOURCES/LINKS MENTIONED
The Rational Optimist: How Prosperity Evolves (P.s.) by Matt Ridley

CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.

Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.