
100 episodes

Real Estate Runway Chad Sutton
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- Business
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5.0 • 29 Ratings
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The Real Estate Runway Podcast, powered by Quattro Capital, is all about alternative business and investment strategies to help you amplify life and maximize wealth. We focus heavily on multifamily real estate investment, as that is our primary game. However, we also dive into alternative topics around mindset, other real estate strategies, banking with life insurance and much more. Overall, our goal is to equip all of you rockstars out there with the powerful information you need to amplify your wealth and amplify your life.
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128: Think Outside the Stocks: Lessons from a Real Estate and Infinite Banking Superstar with Madhavi Jain
Join us on the Real Estate Runway Podcast for an inspiring conversation with Madhavi Jain, a first-generation immigrant to the US who had a corporate career but had to switch to creating passive income. Discover how she transitioned from a corporate career to creating passive income, navigating the world of syndication, and embracing Infinite Banking for generational wealth. Explore her unique approach to wealth-building, combining syndications and Infinite Banking. Gain insights into leveraging insurance funds, tenant screening, and Madhavi's philanthropic efforts. Don't miss this engaging episode on growing wealth through life insurance leverage!
Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL
LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com TikTok:@realestaterunwaypodcast
[00:00 - 07:46] Introducing Mo Feet Jane of Think Outside the Stocks
• Madhavi Jain is the host of the Think Outside the Stocks podcast
• She has identified a need for education and bridging the gap between real estate and alternative investing
• Infinite Banking Concept can be used to protect wealth, give dollars more than one job, and grow it in a risk-adjusted way
• Mofi is a first-generation immigrant who had to rebuild her life in 2008 after job loss and home issues
• She started with traditional landlord investing but realized it wasn't passive income
[07:47 - 15:30] Unlocking the Power of Infinite Banking and Real Estate Investing to Create Generational Wealth
• Combining Infinite Banking and Real Estate Syndication as a strategy
• Foundation of the financial structure is saving money for emergencies
• Compounding growth creates a snowball effect of wealth
• Leverage small cost interest to invest in high returns
• Grow, preserve, protect, and pass generational wealth
[15:31 - 23:04] Discover the Power of Tax-Free Wealth Creation and Protection
• Leverage money tax-free inside this system
• Create your own limit and access tax-free
• Utilize it for multiple purposes such as retirement, education, asset protection
• Money is protected from creditors in most states
• Generational wealth to pass to the next generation
[23:04 - 30:47] Unleashing the Potential of Infinite Banking and Syndication
• Commission structure gets slashed down when creating this kind of structure
• Mutual companies existing for 150-200 years provide consistent dividends without significant change
• Acts like a bond in the portfolio and can be used for anything from real estate to venture capital
• Think Outside the Stocks focuses on multi-family, commercial real estate, industrial investments, and cash machines for risk-managed returns
• Investors can pick and choose their investments based on their needs
• Due diligence is key
[30:47 - 38:08] Strategic Insights, Lessons Learned, and Philanthropic Passion
• Understand the problem before getting into details
• Find someone to help understand and implement strategically
• Biggest mistake was renting a house to a tenant who turned out to be a hoarder
• Lesson learned: better screening of tenants and landlording is not passive
• Philanthropic causes close to heart: Sankara Eye Foundation and Save Indian Farmers
[38:09 - 43:19] Closing
• Madhavi can be contacted through her website, Think Outside The Stocks, and her podcast, Think Outside The Stocks.
• She offers a free one-hour strategy session to discuss financial structures and infinite banking strategies.
• Entity Keeper is mentioned as a secure cloud-based platform for entity management and compliance.
Quotes:
"Don't be afraid of the term infinite banking or life insurance. It's really a lot easier than we all make it out to be, and all the YouTube videos and books and try to go into how it works, and that's -
127: Navigating Economic Long Covid with Kim Wendland
Host Chad Sutton joins Kim Wendland, Co-Founder of Quattro Capital and Director of Asset Management, to explain the impact of Covid-19, the Fed's response, and how it can be beneficial for investors looking to buy property. They discuss why occupancy is down in some areas while rent growth has slowed. They also share tips on how to approach investing in real estate during this time, including getting sponsorships, monitoring the rent-to-income ratio, and setting sails correctly to reach goals.
Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL!
LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com TikTok:@realestaterunwaypodcast
[00:00 - 07:50] Exploring the Impact of Economic Long Covid with Kim Wendland
• Dr. Peter Linman's analogy of "economic long covid" to explain the current economy
• The complexity of the economy and how different sectors have been affected by the pandemic
• Volatility of change as we get back to economic normal is one of the most difficult things to handle in business
[07:50 - 16:05] Fed's Rear View Mirror Shows Result of Attempt to Slow Economy
• Banks are having difficulty providing loans due to Fed's two levers: interest rates and money supply
• Fed is trying to slow down the economy, but according to Kim, they are well-intentioned people
• Rear view mirror is starting to show the result of their campaign
• Economists believe we're past peak inflation
[16:06 - 24:17] Real Estate Remains a Top Investment Despite Fluctuating Interest Rates and Inflationary Times
• Real estate is a good investment in times of fluctuating interest rates, inflation, and recession
• Rents are rising due to high inflation and wages, and real estate values are appreciating
• There is not a national real estate market; individual markets have their own supply and demand dynamics
[24:18 - 32:04] A Look at Occupancy, Prices, and Rent Growth
• Houston and Huntsville, Alabama, have a lot of demand but not enough housing
• National numbers are still way below what is needed to catch up with population growth
• Transaction volume is down due to capital on the sidelines
• Rent growth has slowed. The rent income ratio needs to be monitored
• Expensive cities like San Francisco and New York City have rent challenges
[32:05 - 35:04] Tips on Real Estate Investing
• Real estate is local, and comparing different markets makes no sense
• Current stress in a portfolio has nothing to do with real estate fundamentals
• Jim Rowen quote: "It's not the blowing of the wind but the setting of the sail that determines our direction in life"
• Now is a great time to invest in real estate due to better pricing on acquisitions
Quotes:
"If you have courage in capital when others don't, you're gonna make a buck." - Chad Sutton
Connect with Kim through LinkedIn, Facebook, or visit https://www.thequattroway.com/kim-wendland
LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com.
Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.
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126: Five Essential Principles from a Successful Money Mentor with Curtis May
Join host Chad Sutton as he speaks with Curtis Mayon. Curtis May is the creator and owner of Practical Wealth Advisors (PWA) and host of The Practical Wealth Show Podcast. The primary focus of his financial planning firm is to help individuals and families become financially free by following the principles of wealth creation that have endured for centuries around the world.
This episode covers the five principles of accumulating security, wealth, and growing that wealth: saving 15-20% of one's gross income, maximum protection through insurance, full replacement of assets at death, liquidity by having 6-12 months' worth of income in cash, and velocity which is looking for cash-flowing assets rather than chasing capital gains. Through this discussion, listeners will learn about the different schools of thought when it comes to financial advice and investment strategies, such as accumulation theory and the velocity method. Curtis will also provide key takeaways such as becoming an active passive investor by creating a wealth capture account and paying yourself first from your source of earned income.
Tune into this episode to gain insight into principles based planning and learn how to generate higher returns for your real estate investments!
Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL!
LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com TikTok:@realestaterunwaypodcast
[00:00 - 07:06] Maximize Wealth and Amplify Life with Principles-Based Planning
• Chad Sutton is joined by Curtis Mayon of Practical Wealth Solutions to discuss alternative business and investment strategies
• The goal of principles based planning is to teach people principles that help them become and remain financially free
• Financial freedom is the ability to have passive income greater than expenses
[07:07 - 13:55] 5 Principles to Accumulate Security and Wealth
• Save 15-20% of your gross income
• Maximum protection: insurance, asset protection, life insurance, disability insurance
• Full replacement of assets at death
• Liquidity: 6 to 12 months of your income in cash equivalent
• Velocity of money: emphasis on cash flow and becoming financially free
[13:55 - 20:57] Invest in Knowing
• Dan Sullivan's book "A Self-Managing Company" focuses on doubling income and time off
• Quatro talks about the five freedoms: financial, time, geographical, relationship, and purpose
• Accumulation theory is typical financial advice, but velocity method is safer
• Three rules of investing: invest in what you know, invest in knowing or invest in good partners/operators
[20:57 - 27:38] Pay Yourself First
• Invest in what you can influence the outcome of or have good operators to control who you give money to
• Don't chase returns; instead, get a check back every month as your risk goes down
• Build foundations such as insurance, liability protection, savings, and liquidity
• Start with getting your house right by looking at your insurance situation, initial savings, and liquidity
• Create a wealth capture account and save 15% of gross income
• Pay yourself first and live on the 80%; 20% is for an emergency fund
[27:38 - 34:26] Savings, Good Operators and Alternative Investments
• Savings should be intentional and automatic
• Get your savings right, get insured from loss, and collateralize
• Create excess liquidity to create velocity
• Curtis' superpower is simplifying complex information
• Biggest failure was not knowing due diligence for alternative investments
[34:26 - 37:22] 5 Principles of Wealth
• The two most important words in investing are "due diligence"
• Risk tolerance should be zero when investing
• Five principles of wealth include getting your house on four solid pillars and velocity
Quotes:
"All successful -
125: Unlocking the Power of Self-Directed IRAs with John Bowens
John Bowens from Equity Trust Company, one of the nation's largest providers of self-directed IRAs and solo 401ks, joins Chad on the Real Estate Runway Podcast to discuss how to get started investing in alternative assets through a self-directed IRA. John Bowens is one of the most sought-after and respected educators in the self-directed IRA industry. As Director, Head of Education, and Investor Success at Equity Trust Company, John draws from his 20 years in the real estate industry and his experience as an active real estate investor. Learn about the process for investing in self-directed IRAs, the tax implications you need to be aware of, and how to transfer money into an Equity Trust IRA without incurring any taxes or penalties.
This episode provides essential information for anyone looking to make use of self-directed IRAs in their investment portfolio. Tune in now for all the details!
Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL!
LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com TikTok:@realestaterunwaypodcast
[00:00 - 07:16] Introducing John Bowens of Equity Trust Company
• Equity Trust Company is one of the largest providers of self-directed IRAs and solo 401ks
• John Bowens has been in the real estate industry for 20 years and has trained over 60,000 investors
• Self-directed IRAs allow individuals to invest in real estate, gold, private equity, hedge funds, cryptocurrency, and more
• Individuals can move their existing retirement accounts from prior employers or qualified plans into self-directed IRAs to gain control over their money
[07:16 - 14:03] Taking Control of Your Financial Future with a Self-Directed IRA or Solo 401K
• Rolling over or transferring money from one financial institution to another does not create any taxes or penalties
• Self-directed IRA is the first step of the three-step process to invest in private market investments
• No taxes or penalties when investing in a private asset, such as buying a property with IRA money
• Rental income and expenses are paid with IRA funds; no tax reporting is necessary when selling the property
• Most financial institutions do not allow alternative investments in IRAs
• Some financial advisors may discourage investing in alternative assets
[14:04 - 21:16] Rules, Disqualified Persons, and Prohibited Transactions Explanation
• Equity Trust is just another member of your financial team, a tool in your toolbox
• The Internal Revenue Code 4975 tells us what we can't invest in with our IRA, not what we can invest in
• Disqualified persons include yourself, your spouse, any businesses you own and operate, and your children and grandchildren.
• Transactions include buying, selling, leasing, or exchanging any property.
[21:16 - 28:36] Prohibited Transactions: What You Need to Know About Investing With Disqualified Persons
• It is not possible to move a property or interest in an LLC into an IRA
• Taking money from an IRA and loaning it to oneself, spouse, or children is prohibited
• Investors can take IRA money and buy a new property, rent it out, and have cash flow coming back in
• Investors can take their IRA money and loan it to a real estate flipper as long as they are not a disqualified person
• Transactions with disqualified persons must be done proportionally
[28:36 - 36:25] Understanding Unrelated Business Income Tax (UBI or UDFI) for Real Estate Investments
• Equity Trust Company custodian FBO is in for the benefit of the client's name or account number IRA is the titling that will be seen on public records
• Unrelated Business Income Tax (UBI) applies to tax exempt entities, including IRAs and other tax exempt entities
• UBI occurs when an IRA is investing in an ongoing trader business or borrowing money to acquire real estate
• U -
124: Maximizing Energy and Amplifying Life with Dr. Erin Hudson
In today's episode of the Real Estate Runway Podcast, Chad Sutton interviews Erin Hudson the Co-Founder of Quattro Capital. Erin’s mental and physical health has always been a priority, leading her to obtain her doctorate in chiropractic care. She has an extensive successful entrepreneurial track record consisting of owning and selling Hudson Wellness Centers in CA, where she served as director of 30+ team members. In this episode, she shares tips on how to stay at peak performance levels and discusses the importance of maintaining a morning success routine, nourishing your body with good quality food, getting into a positive mindset, and working out consistently. The discussion further covers financial literacy and entrepreneurship for children, goal setting and affirmations, understanding the difference between healthy and unhealthy choices when it comes to nutrition, balancing between healthy eating habits and being fanatic about it, as well as the importance of self-love.
Tune in now to hear how to achieve peak performance levels with Erin's tips!
Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL!
LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com TikTok: @realestaterunwaypodcast
[00:00 - 07:07] Get Into a Peak State
• Chad Sutton, host of the show, talks about how to stay in peak energy state
• Dr. Erin Hudson shares her morning routine for increased energy
• Routine includes drinking water, taking deep breaths, and putting on workout clothes
• Intentionality is key to creating an energy routine
[07:07 - 13:58] How to Start Your Day with Intention
• Start your day with a routine to get your energy up
• Instill important values in your children while they are impressionable
• Talk openly about finances and earning power with your kids
• Have a nighttime success routine and an early morning success routine
• Start the day by making your bed and progressively tackle challenges
[13:58 - 20:53] Nourish Your Body with Peak Nourishment for Optimal Performance
• Be responsible for your own actions and love yourself
• Teach kids about balance and healthier choices
• Nourish your body with balanced, healthy food
• Don't be a fanatic, just make good choices
[20:53 - 27:53] Advices on Healthy Eating and Fitness Routines
• Dr. Mark Hyman is a great source for healthy cooking
• Using natural food can be very beneficial
• Indulging in sweets is okay, but do it in moderation
• Weighing yourself everyday can help you keep track of your progress
• Fitness routines should include high intensity training and muscle confusion
• Multitasking can be used to get two things done at once
• Excuses are well planned lies, so prioritize what you value most
[27:53 - 31:19] Get Ready to Feel Good and Unlock Your Peak Performance
• Exercise releases hormones that make you feel happy
• Nourishing your body properly and working it can help you reach peak performance
• Being in a peak energy state will help you attract people
Quotes:
"Excuses are well planned lies." - Erin Hudson
"It doesn't matter what you do, just apply what works best for you, and make sure that it makes you stretch a little bit and gets you out of your comfort zone." - Erin Hudson
Connect with Erin through LinkedIn, Facebook, or visit thequattroway.com.
LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com.
Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.
Nectar:
https://app.usenectar.com/quattro-capital
Entity Keeper:
Join the EntityKeeper com -
123: Commercial Real Estate Strategies for Investing in Times of Uncertainty
Jana Truman is the Managing Director and Investment Advisor with SVN, Accel Commercial Real Estate. Jana began commercial real estate appraising in 2011, appraising all types of commercial real estate across all classes in the state of Tennessee. Through the Accel Group of businesses, Jana partners with investors, business owners, and entrepreneurs to grow their personal and professional wealth through advice on acquisition, disposition, and long-term strategies of commercial real estate and businesses.
Brian Truman joined Accel Group in 2016, specializing in multi-family, retail, and business brokerage sales. He understands the mindset of business and building owners. His previous national sales experience and his obsession with service have increased the team’s overall deal size and reach. He has negotiated both in the public and private sectors, with experience in selling to C-level decision makers and business owners doing deals in the hundreds of millions.
Jana and Brian also own a business brokerage called Accel Exit Advisors and are getting ready to start a property management division for SVN.
Don’t miss this conversation packed full of advice from two experienced real estate agents!
Learn more about ALTERNATIVE BUSINESS and INVESTMENT STRATEGIES through QUATTRO CAPITAL!
LinkedIn: /TeamQuattroCapital Instagram: @TeamQuattroCapital Facebook: @TeamQuattroCapital Website: www.TheQuattroWay.com
[00:00 - 07:43] Introducing Brian and Jana Truman: From Community Activism to Business Brokerage and Real Estate Investing
• Brian and Jana Truman are part of the SVN team, owning the Excel Group in Nashville.
• They have a background in community activism, zoning and codes, commercial art, and business brokerage.
• They discuss what is happening in the real estate market and if there will be a recession or correction of values.
[07:43 - 15:57] The Story of Jana and Brian Truman's Successful Journey
• Started focusing on multi-family in 2016
• Got a call from an unknown number with an LA area code to find 3 properties
• Found the properties, and the caller was good friends with Grant Cardone
• Was invited to a national conference and got mobbed by people asking questions
• Now have a full service brokerage with specialists in all segments of real estate
[15:57 - 23:47] Banks Pulling Back on Lending
• The market is seeing banks pull back on their lending, regardless of segment.
• Local lenders are only interested in investors who will occupy the building.
[23:47 - 39:38] Banks Tighten Lending Requirements as Cash Investors Take Advantage of Opportunities in Commercial Real Estate
• Cash investors are taking advantage of the current market and finding opportunities.
• Loan assumptions are being used to take advantage of lower interest rates.
• Vacancy rates for retail and industrial are low, with rents still climbing.
• Banks are scrutinizing portfolio management and increasing debt service coverage ratio.
• Banks are open for lending but with higher LTV requirements.
• Banks are not keen on having assets or balance sheets full of failed loans.
• Credit unions and local banks have more money to lend out than before.
[39:38 - 42:21] Closing Segment
• Their website is accelcre.com
• Contact Jana at jana.truman@svn.com and Brian at brian.truman@svn.com
• They provide free education twice a month on their website
Quotes:
"I knew I wanted to create wealth, but I knew that I would not do that working in a dollar per hour job." - Jana Truman
"We don't list properties we sell them. It's a big difference between those two." - Brian Truman
Connect with Jana through:
LinkedIn, Facebook or visit: https://accelcre.com
Connect with Brian through:
LinkedIn or visit: https://accelcre.com
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Customer Reviews
Awesome
Practical & useful strategies to help you win in biz & life! Broken down so you can apply to your lifestyle. Fabulous value if willing to be intentional! Thank you, now go WIN.
Chad was a great host!
I am super excited to be a part of Chad’s show!! Thank you for allowing me to share my passion for business ownership through franchising!! Real estate investors often want diversification, and investing in the proven systems of a franchise can provide the leverage and diversification!
Great Show!
This is an awesome show that everyone should check out! If you haven’t listened before give a few of the newest episodes a listen and I am confident that you will come back for more.