Think Outside The Stocks

Madhavi Jain
Think Outside The Stocks

Most busy professionals, especially high-skilled, high-income earning first generation immigrants, tech professionals and doctors alike, are unaware of the ways of the ultra-wealthy in this country to grow, preserve, protect and pass the generational wealth. Think Outside the Stocks is a podcast focused on educating you to generate multiple streams of passive income, break out of wall street barrier, move towards financial freedom and a life of purpose and passion. Every week, your host Madhavi Jain, an immigrant from India and ex-IT professional from one of the top 5 consulting firms, will bring you industry experts to educate you on risk-managed passive investments in commercial real estate, an efficient savings strategy with Infinity Banking and discussion with experts in tax, legal, estate planning, life protection etc, a holistic point of view for you. Join us to learn and also to draw clues from the success stories of these experts, on how do they "Think Outside the Stocks", so you can too! Please note: This podcast is for educational and informational purposes and should not be considered professional advice.

  1. JUN 5

    EP 43: Why No One Talks About Land Flipping – And How Jack Bosch Turned It Into a Forever Cash Model!

    In this episode of Think Outside the Stocks, Madhavi Jain had a candid conversation withJack Bosch a real estate expert who transformed his humble beginnings as a German immigrant with two suitcases and an almost empty bank account into a multi-million-dollar land flipping empire. Jack, a #1 bestselling author and financial expert, shares how he flipped over 5,000 properties and built the revolutionary “Forever Cash” model, empowering over 1,000 individuals to achieve millionaire status through his educational programs. Jack opens up about his journey from struggling to get started to mastering strategies like seller financing, double closings, and leveraging technology to automate his business. He explains how he turned raw, overlooked land into a consistent wealth-building machine without the hassle of renovations or tenant management. “It’s about seeing opportunity where others see nothing,” Jack says, inviting you to rethink traditional real estate investing. Key topics include: • How flipping raw land can lead to explosive profits • Insider secrets to seller financing and double closing techniques • The creation of the “Forever Cash” model for perpetual wealth • Lessons learned from early mistakes and overcoming investment challenges • The impact of automation and modern tech on scaling a real estate business Whether you’re just starting out or looking to break free from conventional investing, this episode is packed with actionable insights and inspiring stories that challenge the status quo. Plus, enjoy a rapid-fire round where Jack reveals his favorite books, personal insights, and more. Subscribe now to Think Outside the Stocks for expert perspectives that help you think—and invest—differently! Links for Viewers to Connect Jack Bosch: Website: www.landprofitgenerator.com LinkedIn: https://www.linkedin.com/in/jack-bosch-a923b59/ Podcast: https://podcasts.apple.com/us/podcast/the-jack-bosch-show/id980606803  Publication: https://www.amazon.c Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence. To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE Access FREE investor education, and join our community in the members-only area. To start your journey, download Active Cashflow with Passive Real Estate Investments. Read the full description at https://thinkoutsidethestocks.com/podcast CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

    1h 5m
  2. FEB 12

    EP42: 33 Passive Deals and Counting: Lessons from Jeremy Dyer

    In this episode of Think Outside the Stocks, Madhavi Jain engages in a compelling conversation with Jeremy Dyer, founder of Starting Point Capital and a distinguished real estate investor, to unveil the top strategies for success in multifamily investing. Jeremy's impressive portfolio includes over 5,000 multifamily units and active participation in 33 passive real estate deals, amounting to more than $750 million in assets under management. His journey from a corporate sales career to a leading figure in real estate syndications offers invaluable lessons for investors at all levels. Key Takeaways from the Episode: Evaluating Investment OpportunitiesThe Significance of Team DynamicsUnderstanding Financial MetricsDiversification StrategiesAdapting to Market ChangesThroughout the discussion, Jeremy underscores the importance of trust, transparency, and building strong relationships within the real estate ecosystem. His practical insights can guide both new and experienced investors toward achieving long-term success. Whether you're embarking on your investment journey or looking to refine your existing strategies, this episode provides actionable insights to help you make informed decisions and achieve your financial goals. 👉 Subscribe to Think Outside the Stocks today to access more expert advice and strategies for building wealth through real estate investing! Link for Viewers: Think Outside the Stocks - https://thinkoutsidethestocks.com/ Jeremy's Website- https://www.startingpointcapital.com/  Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence. To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE Access FREE investor education, and join our community in the members-only area. To start your journey, download Active Cashflow with Passive Real Estate Investments. Read the full description at https://thinkoutsidethestocks.com/podcast CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

    48 min
  3. 12/03/2024

    EP 41: Investing in Syndications? Top Red Flags in Underwriting with Jason Williams

    In this episode of Think Outside the Stocks, Madhavi Jain explores multifamily investing with Jason L. Williams, a seasoned expert with over 20 years in real estate. From his chemical engineering background to mastering underwriting, Jason shares key lessons from navigating market shifts and building successful investments. Jason offers insights into protecting capital, understanding deal financials, and spotting red flags in pitch decks. He emphasizes the critical role of team selection, noting that a skilled operator is often the difference between success and failure. "It’s not just about the property," Jason says. "It’s about the team behind it." Key topics include: Why underwriting is essential for passive investors.Common mistakes when evaluating deals.Assessing risk and the value of stress testing.Interest rates, market cycles, and their impact on multifamily investments.Practical strategies for navigating underwriting challenges.Whether you're new or experienced in multifamily investing, this episode offers actionable advice to help you make smarter decisions and avoid pitfalls. Plus, enjoy a rapid-fire round where Jason reveals his favorite books, travel spots, and personal insights. Subscribe now to Think Outside the Stocks for more expert perspectives on real estate investing! Link for Viewers: Think Outside the Stocks - https://thinkoutsidethestocks.com/ Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence. To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE Access FREE investor education, and join our community in the members-only area. To start your journey, download Active Cashflow with Passive Real Estate Investments. Read the full description at https://thinkoutsidethestocks.com/podcast CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

    1h 1m
  4. 11/12/2024

    EP40: Secret Behind Zach Haptonstall’s $2.2B Real Estate Journey In 5 Years

    In this episode of Think Outside the Stocks, we sit down with Zach Haptonstall, founder and CEO of Rise 48 Equity, one of the most successful multifamily real estate firms in the country. Over the last five years, Zach and his team have built an impressive $2.2 billion portfolio, closing 53 deals and managing over 10,000 units across Phoenix, Dallas, and Charlotte. This interview dives deep into the world of multifamily syndication, where Zach shares his invaluable insights on how to navigate the complexities of real estate investing. We start the conversation by learning about Zach’s unique journey from sports journalism and healthcare entrepreneurship to building a real estate empire. He reveals how his diverse background helped shape his approach to multifamily investing and how he scaled Rise 48 to become a market leader in such a short span of time.  Key topics discussed in this episode include: Zach’s Multifamily Investment Journey Why Local Investment Might Not Be the Best Strategy The Importance of Syndication Teams Key Investment Criteria for Multifamily Properties The Power of Vertical Integration Navigating Economic Challenges Real Estate Market Trends and the Future of Multifamily InvestingWhether you're a seasoned investor or just getting started, this episode is packed with actionable advice, industry insights, and real-life stories that will inspire you to take your real estate investing to the next level. Links for Viewers: Zach's Website - https://rise48equity.com/ Think Outside the Stocks - https://thinkoutsidethestocks.com/ Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence. To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE Access FREE investor education, and join our community in the members-only area. To start your journey, download Active Cashflow with Passive Real Estate Investments. Read the full description at https://thinkoutsidethestocks.com/podcast CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

    1h 5m
  5. 10/09/2024

    EP39: Money Market & Multifamily - $650 Million Perspective!

    In this episode of Think Outside the Stocks, Madhavi Jain is taking you behind the scenes of the multifamily real estate world with none other than Omar Khan, Founder and Managing Director of Boardwalk Capital. From working in investment banking to real estate projects, Omar has seen it all. He’s here to spill all his secrets. Omar explains how his business has adapted to changing market conditions and offers advice on making the most of current opportunities while avoiding common pitfalls. From tax advantages to operational efficiency, this episode sheds light on why multifamily real estate is a solid long-term investment and how savvy investors can take advantage of market trends. Moreover, Omar underscores the critical importance of assembling a strong, capable team, stating: "Your team is your backbone; choose wisely to create value in secondary markets."  If you’re a passive investor, thinking about diversifying into real estate, or just curious about the multifamily market, this episode is packed with actionable advice and insights. Tune in to learn about Omar’s journey, his outlook on the future of real estate, and the strategies he uses to create value through development in under-supplied markets. Don't miss the rapid-fire round where Omar shares personal insights, including his favorite travel destinations and book recommendations. Subscribe now and stay tuned for more episodes of Think Outside the Stocks. Links for Viewers: Omar's Website - https://www.boardwalkwealth.com/ Think Outside the Stocks - https://thinkoutsidethestocks.com/ Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence. To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE Access FREE investor education, and join our community in the members-only area. To start your journey, download Active Cashflow with Passive Real Estate Investments. Read the full description at https://thinkoutsidethestocks.com/podcast CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

    36 min
  6. 09/05/2024

    EP38: Tax Saving Strategies from Tax Goddess who saved $1.2 Billion in Taxes

    In this episode of "Think Outside the Stocks," host Madhavi Jain welcomes Shauna, widely known as "The Tax Goddess," to discuss powerful tax strategies that can help you achieve financial freedom. Shauna shares her journey from astrophysics to becoming a top tax strategist and dives into various tax-saving techniques for W-2 earners, innovative tax strategies for real estate investors, and the benefits of incorporating infinite banking into your portfolio. The conversation also covers estate planning and generational wealth, diversifying your portfolio with tax-advantaged investments, and real-life examples of significant tax savings. Shauna provides practical advice for starting a side business for tax benefits, explains the benefits of charitable remainder trusts, and outlines how to start implementing these strategies today. Join us to gain valuable insights on maximizing your wealth and securing your financial future with expert tax strategies. Guest Bio Shauna "The Tax Goddess" Shauna is a top 1% tax strategist in the country, known for her innovative and effective tax-saving strategies. With a background in astrophysics and extensive expertise in taxation, she has saved her clients over $1.47 billion dollars over the years. Shauna is passionate about helping individuals and businesses optimize their tax strategies to build and preserve wealth. Links for Viewers: Shauna's Website - https://taxgoddess.com/shauna-wekherlien/ Think Outside the Stocks - https://thinkoutsidethestocks.com/ List of Topics 00:00 - 01:15 Introduction to Shauna and Key Differences in Tax Services; Strategies for W-2 Earners 01:15 - 02:55 Tax Strategies for Real Estate; Infinite Banking Benefits; Estate Planning and Investment Diversification 02:55 - 07:15 Examples of Tax Savings; Starting a Side Business for Tax Benefits; Charitable Remainder Trusts 07:15 - 15:20 Tax Preparer vs. Tax Strategist; Strategic Investment Options 15:21 - 20:36 Tax Options for W-2 Earners; Real Estate Professional Status; Political Impact on Taxes 20:36 - 23:30 Investment Alternatives and Tax Benefits 23:30 - 35:35 Creative Tax Deductions for Business Owners; Estate and Retirement Planning 40:33 - 43:39 Charitable Trusts: Deductions, Payouts, and Benefits; Estate Planning Tips 43:39 - 51:17 Investment Diversification and Strategies; Options Trading 51:17 - 55:13 Rapid Fire Questions with Shauna; Closing Remarks and Podcast Information Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence. To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE Access FREE investor education, and join our community in the members-only area. To start your journey, download Active Cashflow with Passive Real Estate Investments. Read the full description at https://thinkoutsidethestocks.com/podcast CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

    56 min
  7. 07/30/2024

    EP37:Biden’s Exit: Is this the Right Time to Invest in Real Estate? with Bikran Sandhu's $1.8Billion view

    In this episode, Madhavi is joined by Bikran Sandhu, who provides valuable insights into the current investment landscape, particularly in the RE sector. With President Biden's recent decision to withdraw from the election, and the election pressure itself,  there is heightened political uncertainty that could impact investor confidence. Bikran acknowledges the prevailing political drama and its potential effects on market dynamics. He emphasizes that many investors are questioning whether now is the right time to invest, especially in MF real estate. This discussion is particularly timely, as the market may present unique opportunities amidst the turmoil. Madhavi and Bikran explore whether this moment could be advantageous or turmoil for investment in the sector, addressing the concerns and strategies that investors should consider during these turbulent times. The episode also emphasizes the importance of having a solid team and infrastructure for successful investing, along with key advice on due diligence and risk management. Bikran's personal philosophy on generational wealth and estate planning adds a unique perspective to the conversation. Guest Bio: Bikran Sandhu is the CEO and CFO of Rise48, a leading MF real estate investment firm. With over 53 MF deals closed, 10,010 units, and $1.8 billion in assets under management, Bikran brings a wealth of experience and expertise to the discussion. He holds a finance degree from UC Irvine and has a strong background in financial operations and investment strategy. List of Topics: [00:01]Introduction to the episode and guest Bikran Sandhu [02:06]Current political and economic landscape's impact on RE [13:32]Fundamentals and long-term outlook of MF investments [18:25]Rise48's approach to identifying and securing deals [23:08]Detailed renovation strategy for MF properties [44:18]Bikran's personal approach to generational wealth and estate planning [50:59]Conclusion and final thoughts on investing i Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence. To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE Access FREE investor education, and join our community in the members-only area. To start your journey, download Active Cashflow with Passive Real Estate Investments. Read the full description at https://thinkoutsidethestocks.com/podcast CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

    55 min
  8. 02/16/2024

    EP36: Passive Investor's Guide to Maximize Real Estate Tax Savings with CPA Thomas Castelli

    Would you like to unlock the secret to reducing your tax burden through real estate investment with the guidance of a CPA and investor? Join me in today’s episode with Thomas Castelli as he shares his journey from being inspired by "Rich Dad Poor Dad" to becoming a real estate and taxation powerhouse. For any active income earner looking to delve into property investment or those already managing a portfolio, this episode is packed with strategies that can turn real estate into a cornerstone of your financial plan, all while staying on the right side of the IRS. We explore the tempting world of cost segregation studies and the gold mine of bonus depreciation, providing you with a blueprint to elevate your investment savvy. Whether you're a seasoned investor or just considering your first property, the tax insights from this episode can potentially revolutionize your approach to real estate. Who is Thomas? Ever since childhood, he had the entrepreneurial bug and a passion for business. This led to earning a Bachelor's in Business Management with a concentration in Accounting and landing a role with a national accounting firm. Shortly before graduating, real estate investing caught his attention. He attended networking events and seminars, listened to podcasts, and read every book he could find on the topic. Armed with this knowledge, he invested in several properties as a passive investor before actively participating in the syndication of an 82-unit apartment community as a member of the sponsorship team. By this point, he was more than convinced that real estate was not only one of the best investments he could make, but it was the industry where he wanted to focus his business career. Today, he combines his passion for real estate and his accounting background into his role as a tax strategist with Hall CPA. Reach out: https://thomascastelli.com/links Show notes: (2:38) Thomas’ 3 interesting facts (7:10) Exploring the significance of tax strategy and planning for real estate investors (10:47) Rental vs commercial properties depreciation (13:30) Exploring cost segregation and bonus depreciation as powerful tools for tax savings in commercial real estate (19:01) Discussion on potential changes in bonus depreciation rates and their impact (22:01) Material participation in short-term rentals (26:16) Examples and strategies for families to qualify as real estate professionals, including managing rental pro Think Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence. To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE Access FREE investor education, and join our community in the members-only area. To start your journey, download Active Cashflow with Passive Real Estate Investments. Read the full description at https://thinkoutsidethestocks.com/podcast CONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.

    45 min

Trailer

5
out of 5
36 Ratings

About

Most busy professionals, especially high-skilled, high-income earning first generation immigrants, tech professionals and doctors alike, are unaware of the ways of the ultra-wealthy in this country to grow, preserve, protect and pass the generational wealth. Think Outside the Stocks is a podcast focused on educating you to generate multiple streams of passive income, break out of wall street barrier, move towards financial freedom and a life of purpose and passion. Every week, your host Madhavi Jain, an immigrant from India and ex-IT professional from one of the top 5 consulting firms, will bring you industry experts to educate you on risk-managed passive investments in commercial real estate, an efficient savings strategy with Infinity Banking and discussion with experts in tax, legal, estate planning, life protection etc, a holistic point of view for you. Join us to learn and also to draw clues from the success stories of these experts, on how do they "Think Outside the Stocks", so you can too! Please note: This podcast is for educational and informational purposes and should not be considered professional advice.

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