402 episodes

The Passive Wealth Strategy Show will teach you how to build your passive income through real estate investing and the personal finance concepts of the FIRE movement. We focus on real estate because it has features and a track record unlike any other asset class.

Join us to learn about real estate syndication, multifamily investing, self storage, turnkey real estate, personal finance, and other financial independence related topics. Let's escape the Wall Street Casino together.

Passive Wealth Strategy Show - Real Estate for Busy Pros PassiveWealthStrategy.com

    • Business
    • 4.9 • 101 Ratings

The Passive Wealth Strategy Show will teach you how to build your passive income through real estate investing and the personal finance concepts of the FIRE movement. We focus on real estate because it has features and a track record unlike any other asset class.

Join us to learn about real estate syndication, multifamily investing, self storage, turnkey real estate, personal finance, and other financial independence related topics. Let's escape the Wall Street Casino together.

    Scaling from 0 to 25 Doors thru Short Term and Long Term Rentals with Brian Boyd

    Scaling from 0 to 25 Doors thru Short Term and Long Term Rentals with Brian Boyd

    Brian Boyd is an attorney in Nashville, TN who practices in the areas of real estate, construction law, business and taxation. He is the owner and managing attorney at Boyd & Wills, PLLC in Brentwood, TN. He started investing in real estate in 2017 as a way to generate passive income. Since then he has taken a hands-on approach to his real estate investing and has advised other clients on the best ways to achieve financial independence through real estate. Brian tells the story of how he bought his first home, paid off his student loan and started investing in real estate. He talks about how his wife got involved in real estate and helped him to buy his second home. He discusses how he scaled up his portfolio by buying more properties and how he ensured that he was working with good bankers who understood his vision. Today, he still practices law and has a wife who works at a Fortune 500 company. He emphasizes that he balances his multiple time commitments by taking on extra work when it is available.

     

    [00:01 - 12:40] Opening Segment

    Brian started investing in real estate in 2007 during the real estate meltdown
    He bought his first short-term rental property in 2008 and then his first single-family home the following year
    In 2009, he sold his first single-family home for a $70, 000 profit and then bought his second single-family home


    He discusses generational wealth building strategy

     

    [12:42 - 15:30] Diversify Your Portfolio Into Short Term Rentals

    Brian’s real estate agent and his banker helped them buy and sell homes successfully
    He and his wife advised them to aim small and invest in small homes that would cash flow


    He advises to have a good real estate agent and have a good banker
    He did the legal work and, he and his wife bought two single-family homes along the way
    He says that we are always able to help when they need it


    He recommends diversifying one’s portfolio into short term rentals, syndication deals, and property management
    In order to maintain a good cash flow and be able to grow one’s business



     

    [15:31 - 25:36] Do Your Homework Before Diving Into Short-term Rentals

    He recommends doing your homework before diving into the short-term rental game in order
    Make sure that the property is a good fit for your needs  
    Make the numbers make sense


    In a syndication deal, numbers tell a story
    Find a place that is family-friendly
    Get a good property manager



     

    [25:37 - 34:32] Closing Segment

    Quick break for our sponsors

    The first step to growing your wealth is tracking your wealth, income spending and everything else about your finances, you can start tracking your wealth for free and get six free months of wealth advisor.  Learn more about Personal Capital at www.escapingwallstreet.com 

    What is the best investment you've ever made other than your education?
    Brian says that his best investment that he and his wife have ever made in real estate is getting the right team together


    What is the worst investment you’ve ever made?
    Brian says that his worst investment that they made was a stunning, gorgeous, gated community town, but it was in the wrong part of town and they could not rent it out.
    They broke even after three months



    What is the most important lesson that you've learned in business and investing?
    “Pigs get fat and hogs get slaughtered.”
    “Aim small and miss small.”
    “Do not bite off more than you can chew.”
    “Don’t be mesmerized by bright and shiny things.”



     

    Connect with Brian Boyd through Facebook, LinkedIn, Twitter, and Instagram.  Visit his website http://www.briantboyd.com

     

    Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/

    Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms. 

    Join our Pas

    • 34 min
    The #1 Thing that Helped Me Build My Multifamily Portfolio, A Case Study

    The #1 Thing that Helped Me Build My Multifamily Portfolio, A Case Study

    What is the #1 thing that took me from no deals and no real estate, to today's established multifamily portfolio with strong deal flow into the future? Today we're digging into that main lesson with a recent case study and how this lesson can help YOU.

    Are you spinning your wheels in real estate? This lesson may help you! It helped Taylor do his first commercial multifamily deal, and continues to pay dividends with each successive deal.

    www.passiverealestatecourse.com - 7 Day Video Course on Red Flags in Passive Real Estate Investing

    www.investwithtaylor.com - Schedule a call with Taylor

    • 10 min
    How to Invest in the US from Overseas with Lauren Cohen

    How to Invest in the US from Overseas with Lauren Cohen

    Lauren Cohen is an international lawyer and real estate expert.  Her best recommendation is to seek out professional advice throughout the process. She believes that trying to handle the complex process alone will surely lead to the kind of disaster which can impact every part of your life and business, its operations, & overall success. Her overriding goal is to navigate a path for clients to freely invest, live, work and play across borders.

     

    [00:01 – 06:11] Opening Segment

    Get to know Lauren Cohen
    Lauren shares her brief background
    A Shocker with Inquiries
    Finding Your Silver Lining in The Business Immigration Process

     

    [06:12 - 16:39] How to Invest in the US

    Investing in the US from Canada: What Should You Prepare?
    10-Step process to Successful Real Estate Investing in the US
    Which is more common? Issues with the IRS or with home tax authorities?
    The EB Visa and its Implications on Real Estate

     

    [16:40 – 21:55] Successful Overseas Investing

    Strategies for Success that Overseas Investors Have to Know
    Creating Jobs that Count
    Overseas Investing Checklist: Are you ready to invest overseas?

     

    [21:56 - 29:05] Closing Segment

    Quick break for our sponsors
    The first step to growing your wealth is tracking your wealth, income spending and everything else about your finances, you can start tracking your wealth for free and get six free months of wealth advisor.  Learn more about Personal Capital at escapingwallstreet.com


    What is the best investment you've ever made other than your education?
    Coaching


    Lauren’s worst investment
    Her second marriage


    What is the most important lesson you’ve learned in business and investing?
    “Trust your gut.”
    “Build a team and work with a coach.”



    Connect with Lauren Cohen through https://www.investingacrossborders.net/ and asklaurenesq.com

    Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/

    Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms.

    Join our Passive Investor Club for access to passive commercial real estate investment opportunities.

    LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes                  

     

    Tweetable Quotes:

    “Investing in your own country is challenging enough. But as soon as you cross borders, those challenges are magnified greatly.” – Lauren Cohen

    “My superpower is not doing everything. It's knowing to stay in my lane and knowing how to bring in the experts that do the things that I don't do.” – Lauren Cohen

    • 29 min
    3 Keys to Growing Your Real Estate Investing Team with Erik Hatch

    3 Keys to Growing Your Real Estate Investing Team with Erik Hatch

    Erik Hatch is an entrepreneur, public speaker, RealtorⓇ, author, coach, investor, do-gooder, husband, father and mediocre golfer. Erik has nearly 20 businesses that he owns and/or operates with the help of some tremendous partners and 2 non-profit movements that have raised more than $3 million to help serve children and families in need.

     

    Erik started Hatch Realty in 2014 with a dream to create a place where he could pour into people and help them create runways to reach their dreams. Erik knew – when feeling seen and appreciated – these same great people would deliver world-class service to their clients.  While this driven entrepreneur serves as CEO of Hatch Realty, his energy is now spent casting vision, marketing the business and leading and coaching people.

     

     

    [00:01 – 05:25] Opening Segment

    Get to know Erik Hatch
    Erik shares the different hats he wears: A passion and a derivative of leadership

     

    [05:26 - 17:52] 3 Keys to Growing Your Real Estate Investing Team

    Get: Hire someone you need and don’t duplicate yourself
    Train: Train your new hires like they’re going to be a doctor
    Retain: Be consistent and give everyone an opportunity for success

     

    [17:53 – 25:43] Is that Person a Great Fit and Great Hire?

    Grab a copy of Erik’s The Perfect Real Estate Agent Blueprint
    Three Key Elements to Measure
    A Natural Fit
    Grit and Tenacity
    Culture


    Personal lives and Productive Capacity

     

    [25:44 - 36:01] Closing Segment

    Quick break for our sponsors
    The first step to growing your wealth is tracking your wealth, income spending and everything else about your finances, you can start tracking your wealth for free and get six free months of wealth advisor.  Learn more about Personal Capital at escapingwallstreet.com


    What is the best investment you've ever made other than your education?
    Key-Who’s


    Erik’s worst investment
    Single family homes


    What is the most important lesson you’ve learned in business and investing?
    “Our greatest successes are not in the moves we make. It's in the moves we don't make.”
    “The more I simplify my life, the more success I find.”



    Connect with Erik Hatch through hatchrealty.com.

    Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/

    Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms.

    Join our Passive Investor Club for access to passive commercial real estate investment opportunities.

    LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes                  

     

    Resources Mentioned:

    $100M Offers
    The Road Less Stupid

     

    Tweetable Quotes:

    “There are three steps that you need to make when building a team, get, train, and retain. Three very simple steps.” – Erik Hatch

    “This is a different model that is not just about my success, but it's about their success as well.” – Erik Hatch

    “Cancer could be the fight you had with your spouse, or it could be the depression you're going through. Or it could be stressors that come from family, or life or finances, whatever it may be.” – Erik Hatch

    • 36 min
    The Revolution in Commercial Real Estate Financing with Tim Milazzo

    The Revolution in Commercial Real Estate Financing with Tim Milazzo

    Tim Milazzo is the co-founder and CEO of StackSource, a tech-enabled commercial financing platform that is one of the fastest-growing commercial mortgage companies in the country. StackSource’s online platform gives real estate investors transparency into all of their available financing sources for a given deal, while the company’s Capital Advisory team guides the process and helps structure the optimal capital stack.

     

    [00:01 – 05:53] Opening Segment

    Get to know Tim Milazzo
    Building StackSource as a result of several real estate gaps
    Residential mortgages versus commercial mortgages

     

    [05:54 - 15:52] The Revolution in Commercial Real Estate Financing      

    The commercial lending process streamlined
    Customize Auto Quotes with Technology
    Technology shifts the paradigm of commercial real estate
    The future of real estate: Relationships with 900 different lenders?
    StackSource keeps your lending process organized

     

    [15:53 – 24:04]  Expecting the Unexpected in the Lending Space

    A Managed Marketplace for the Best Lenders
    Quotes that don’t go through human underwriters
    Interest Rates have no way to go but up. What You Should Expect

     

    [24:05 - 29:25] Closing Segment

    Quick break for our sponsors
    The first step to growing your wealth is tracking your wealth, income spending and everything else about your finances, you can start tracking your wealth for free and get six free months of wealth advisor.  Learn more about Personal Capital at escapingwallstreet.com


    What is the best investment you've ever made other than your education?
    Starting his first business


    Tim’s worst investment
    A startup that got acquired by Facebook


    What is the most important lesson you’ve learned in business and investing?
    “Continue to invest.”



    Connect with Tim Milazzo by sending him an email at tim@stacksource.com. Or you through www.stacksource.com and connect with top commercial mortgage lenders, receive real loan quotes, and close with confidence.

    Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/

    Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms.

    Join our Passive Investor Club for access to passive commercial real estate investment opportunities.

    LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes                  

     

    Tweetable Quotes:

    “Competition is the other key ingredient in these capital markets. Capital markets become more efficient when there is more competition.” – Tim Milazzo

    “It’s not too late to refinance.” – Tim Milazzo

     

    • 29 min
    Demystifying Commercial Real Estate for Residential Investors with Matt Drouin

    Demystifying Commercial Real Estate for Residential Investors with Matt Drouin

    Matt is a high-performing real estate executive with 14 years of experience in Real Estate Management, Brokerage and Development.  Matt specializes in turning around troubled property and re-positioning assets that aren't of the highest and best use.

    In this episode, Matt shares the lessons he's learned as a commercial real estate investor, focusing on smaller-scale retail, mixed-use, and office investments.  

    A SUNY Geneseo and Pittsford Sutherland High School Graduate, Matt has enjoyed calling Rochester home for his whole life.  Matt enjoys weight lifting, traveling, and listening to punk, metal, and hardcore music. He resides in the Park Avenue community with his wife Nicole, daughter Holly and their cockapoo Kevin.​


    [00:01 - 09:38] Opening Segment

    Matt shares how he ventured into the real estate space after achieving financial independence at 33
    What is his biggest “Why”

    [09:40 - 19:23] The Rise of Experiential Retail

    What is Commercial Real Estate?
    The importance of location in choosing a commercial location
    The biggest misconception about Commercial Real Estate
    Balancing his portfolio amidst the work-from-home hype
    Overcoming limiting beliefs
    Knowing your market: Matt’s competitive advantage

    [21:06 - 25:01] Mixed-Use Properties: Are They Good Investment?

    Misconceptions about mixed-use space
    Take care of passive investors by knowing what your investment partner's preference
    Different space sizes for different objectives

    [25:02 - 32:30] Closing Segment

    A quick break for our sponsors
    The first step to growing your wealth is tracking your wealth, income spending, and everything else about your finances, you can start tracking your wealth for free and get six free months of wealth advisor.  Learn more about Personal Capital at www.escapingwallstreet.com 


    The best investment Matt  has ever made other than his education
    His worst investment
    The most important lesson Matt  has learned in business and investing

     

    Connect with Matt Drouin on LinkedIn or visit OakGrove Companies

    Invest passively in multiple commercial real estate assets such as apartments, self-storage, medical facilities, hotels, and more through https://www.passivewealthstrategy.com/crowdstreet/

    Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms. 

    Join our Passive Investor Club for access to passive commercial real estate investment opportunities.

    LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes      
      

    Tweetable Quotes

    “If you talk to people that are involved with commercial, real estate, and educate yourself on it, I think that you'll find that it's a pretty easy business to understand. It just involves different risks and different strategies for leasing space up.”  - Matt Drouin 

    • 32 min

Customer Reviews

4.9 out of 5
101 Ratings

101 Ratings

Chad_Sutton ,

Great show massive value!

Taylor and his team provide so much value in the conversations they have with their guests. I loved hearing about the state of the market today and what we can do to survive it!

Xander569 ,

Awesome content

Great value from this podcast!

will the fireman ,

Great Content

Enjoy the variety of guests and Taylor's approach to interviews.

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