Zen and the Art of Real Estate Investing

What if you could learn from experienced real estate investors, find out what got them to where they are now, get insight into their daily habits, and take these insights to inspire your own growth? That’s what each episode of Zen and the Art of Real Estate Investing brings. Hosted by Jonathan Greene, a real estate investor for more than 30 years, as well as advisor and coach, the founder of Streamlined Properties and the Team Leader of Streamlined Properties, brokered by Real, every episode is an in-depth look at the mindful approach to real estate investing. If you are looking to start from scratch, get to the next level, or just for a straightforward and honest approach to real estate investing, Zen and the Art of Real Estate Investing is the free mentorship program you can take with you anywhere.

  1. 2D AGO

    227: How To Perfect Your Real Estate Side Hustle with Devon Kennard

    Creating a real estate side hustle can be a great way to hone your skills while continuing to build your primary source of real estate income. Today’s guest has a new book that teaches you exactly how to do it. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes returning guest Devon Kennard. Devon is a former NFL pro football player and author of the new book “Real Estate Side Hustle.” He is also an investor and a lender. Jonathan and Devon dive into their conversation by discussing Devon’s new book, “Real Estate Side Hustle,” and what you can learn from it. Devon shares how he’s building systems to create processes using AI, the importance of identifying your side hustle goal, and why he dislikes the lack of control in syndications. You’ll hear the difference between fast and slow money, why you should be continuously learning, and the four components of a good real estate team. Finally, Jonathan and Devon cover why cheaper markets and properties aren’t necessarily the best investing method and why you should view your real estate business as a ticket to FIRE. A career in real estate doesn’t mean you have to focus on just one component. Devon Kennard explains how creating a side hustle within the industry can help you achieve your goals faster. In this episode, you will hear: Devon Kennard’s inspiration for his second book, “Real Estate Side Hustle” Calculated risk and building out systems to create a process using AI Identifying what’s most important in your side hustle and focusing on those goals Why Devon began lending primarily in his local area instead of across the country His experiences with syndications and why he dislikes the lack of control in them Fast versus slow money Creating a side hustle alongside your career and not idealizing retirement but instead creating time freedom The importance of continuous learning Devon’s ideal client for 42 Solutions and his preference for experienced borrowers The four components of a good team: deal finder, contractor, property manager, and lender Why starting in the cheaper markets and properties isn’t always the best investing method The social media influence to count doors and why it isn’t always the best indicator of wealth Business as the ticket to FIRE Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/227/ to download it. Supporting Resources: Devon Kennard’s website - www.devonkennard.com Find Devon on YouTube - www.youtube.com/@devonkennard42 Devon’s Facebook page - www.facebook.com/DevonKennard Devon on Instagram - www.instagram.com/devonkennard/?hl=en Connect with Devon Kennard on LinkedIn - www.linkedin.com/in/devon-kennard-b1080547 Devon’s Twitter/X - x.com/devonkennard 42 Solutions website - weare42solutions.com Get Devon’s new book, “Real Estate Side Hustle” - store.biggerpockets.com/products/real-estate-side-hustle Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    1h 3m
  2. 6D AGO

    226: How To Rebuild Your Financial Future One Property At a Time with Melissa Nash

    Securing a solid financial future is often the biggest reason people enter the world of real estate investing, which doesn’t require attaining as many properties as you may believe. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Melissa Nash, founder of Lady Luck Investments, which emerged out of necessity. Melissa built a portfolio that secured her family’s financial future in less than six years. Now, she’s teaching other women how they can do the same. Melissa wants to change the story of women in real estate and create a legacy of wealth and empowerment. Jonathan and Melissa start their conversation with the story of Melissa’s grandmother-in-law, who began investing in real estate in Los Angeles in the 1960s. Melissa shares her difficulties as a female investor today, her early failures due to her unwillingness to learn, and how a mentor introduced her to turnkey real estate. She highlights the success she eventually found with a Section 8 property, eventually leading to buying some short-term rentals, and explains why she self-manages her properties rather than paying a property manager. You’ll hear the importance of being a good host with STRs, using those STRs to generate immediate cash flow to fund other ventures, and what new investors fail to do as they start their portfolios. Building a financial future with real estate is a method used for generations, and Melissa Nash is creating a legacy of wealth for her family. In this episode, you will hear: Melissa Nash’s inspiration from her husband’s grandmother, who was a real estate investor in Los Angeles in the 1960s and ‘70s The difficulties of being a female real estate investor, even today The failures Melissa experienced before her real estate career took off Her unwillingness to learn in the beginning which contributed to those early failures How a mentor introduced Melissa to turnkey real estate Finding success with a Section 8 property and how that led to short-term rental purchases she self-manages The importance of being a good host for great feedback Adding or removing amenities based on requests or negative feedback STRs as a way to generate immediate cash flow for more STRs or long-term rentals Using your rentals for your own enjoyment and building a generational legacy with real estate investing What new investors fail to do as they get their portfolios started Melissa’s mission to educate women on real estate and the potential it offers Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/226/ to download it. Supporting Resources: Melissa Nash’s website - ​​www.hellomelissanash.com Melissa’s YouTube channel - www.youtube.com/@hellomelissanash Lady Luck Investments on Facebook - www.facebook.com/ladyluckinvestments Find Melissa on Instagram - www.instagram.com/hellomelissanash Connect with Melissa on LinkedIn - www.linkedin.com/in/melissa-nash-35aa0745/ Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    52 min
  3. 225: Maximizing Rental Returns Through Stress-Free Property Management with Mo Hashem

    MAR 17

    225: Maximizing Rental Returns Through Stress-Free Property Management with Mo Hashem

    Property management isn’t often at the top of a new investor’s list when they’re thinking about buying a piece of real estate. However, property management can be the ticket to a stress-free investing experience. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Mo Hashem, the visionary behind Flat Fee Landlord, one of the country's fastest-growing residential property management companies. He helps working professionals go from owning one primary residence into profitable real estate investments. Mo has worked across the real estate industry in investing, property management, managing and buying multifamily, selling homes, and training real estate professionals. He has more than 4,000 tenants and has worked with over 2,000 investors. Jonathan and Mo begin their discussion with Mo Hashem’s introduction to real estate in college as a career and why he saw it as a vehicle to attain freedom. Mo outlines how he benefitted from a real estate license, the biggest misconception about single-family assets, and how hiring a competent property manager to do the work you don’t want can aid your business. You’ll hear how to find the right property manager, why scaling is important in real estate, and the importance of maintaining a day job–probably for longer than you thought you should. Finally, Mo shares why you need to be comfortable with your finances, how he started Flat Fee Landlord, and his advice for placing tenants and their pets in your properties. A great property manager can be a game-changer. Mo Hashem’s tips make it easier to identify what you need in a property manager. In this episode, you will hear: Mo Hashem’s introduction to real estate as a way to earn an income in college Looking at real estate as a vehicle to attain freedom Benefitting from a real estate license and the post-2008 economy Mo had to overcome The biggest misconception about single-family rentals Hiring a competent property management company to do the work you don’t want to do Finding the right property manager for your rentals and when to hand off management The importance of scale in real estate Mo’s advice for starting a real estate portfolio while retaining your day job Staying power in the real estate investing game and treating it like a business The role of finances in investing and finding the middle ground where you’re comfortable The inception of Flat Fee Landlord and how Mo differentiated it from other property management services Vetting tenants and choosing where to invest based on state laws Mo’s advice for placing tenants and pets in your properties Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/225/ to download it. Supporting Resources: Flat Fee Landlord - Houston Property Management - www.houstonpropertymanager.com Flat Fee Landlord on YouTube - www.youtube.com/channel/UCTA-4GbXo56Ukw6MKMDlhYA Find Flat Fee Landlord on Facebook - /www.facebook.com/FlatFeeLandlordDFW Flat Fee Landlord’s Instagram - www.instagram.com/flatfeelandlord Connect with Mo Hashem on LinkedIn - www.linkedin.com/in/moahashem Flat Fee Landlord on X - x.com/flatfeelandlord Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    52 min
  4. 224: Creating Real Impact Through Passive Real Estate Investing with Nate Shields and Troy Zimmerman

    MAR 13

    224: Creating Real Impact Through Passive Real Estate Investing with Nate Shields and Troy Zimmerman

    Betting on yourself first is often the key to creating a real impact on your real estate investing journey. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes guests Nate Shields and Troy Zimmerman from Missional Capital Group. Missional Capital Group is a real estate investment company that believes financial success should be driven by purpose and ethical principles. Nate and Troy’s journey began with a simple yet powerful vision to create a platform that aligns financial prosperity with social responsibility. Jonathan, Nate, and Troy start their discussion by delving into Troy and Nate’s introductions to real estate. You’ll hear how they met, the block Troy had as a financial advisor, how Nate and Troy overcame it to form Missional Capital Group, and why relationships are important to real estate transactions. Nate and Troy explain the importance of betting on yourself first, having income streams outside of syndication investments, and how they decided syndications are a good investment using the strategies they developed for investing. Finally, Nate and Troy share how they chose their market in Alabama, their primary source for finding off-market deals, the benefits of holding a real estate license as an investor, and how meetups can be a great way to connect to other investors. Syndications can create the impactful passive real estate investing many investors are seeking. Nate Shields and Troy Zimmerman outline what you need to know about this investing vehicle. In this episode, you will hear: Troy Zimmerman’s initial interest in real estate through his family members Nate Shields’s introduction to real estate in his early 20s after reading “Rich Dad Poor Dad” and “Rich Dad’s CASHFLOW Quadrant” How Troy and Nate met and began working together, and the impact market shifts have had on their business model over the years The block Troy had as a financial advisor to form Missional Capital Group with Nate Relationships and why they matter so much in real estate transactions Betting on yourself first and the importance of having income streams outside of syndication investments Deciding to begin investing in syndications and how Troy and Nate’s strategy gave them confidence Investing in Alabama and their fortune in finding that particular market Troy and Nate’s leading source for finding off-market deals Opportunities for seller financing and what makes it harder to implement than most other strategies The benefits of holding a real estate license as an investor Nate and Troy’s current buy box and the importance of a trusted property manager Meetups as a way to get connected to other investors and their advice for new investors Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/224/ to download it. Supporting Resources: Missional Capital Group - www.missional.group Missional Capital Group’s Facebook page - www.facebook.com/missionalcapital Missional Capital on Instagram - www.instagram.com/missionalcapital Find Missional Capital on LinkedIn - www.linkedin.com/company/missional-capital-group Troy Zimmerman on Instagram - www.instagram.com/troygzimmerman Connect with Troy on LinkedIn - www.linkedin.com/in/troyzimmerman Find Nate Shields on Instagram - www.instagram.com/nate_shields Connect with Nate on LinkedIn - www.linkedin.com/in/nate-shields Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    53 min
  5. 223: Turning Your Income Into Lasting Wealth Through Real Estate with Whitney Elkins-Hutten

    MAR 10

    223: Turning Your Income Into Lasting Wealth Through Real Estate with Whitney Elkins-Hutten

    Diversifying your real estate portfolio can be the ticket to lasting wealth and legacy. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Whitney Elkins-Hutten, a former healthcare professional turned real estate investor. An investor since 2002, Whitney is a passive income strategist dedicated to helping busy professionals achieve financial freedom and build lasting wealth. She is the founder of Ash Wealth and part of the PassiveInvesting.com team. Jonathan and Whitney begin their conversation by discussing the importance of diversity in investing and some lessons she learned early in her investing career. Whitney shares her challenges with interest rates even before the 2008 financial crisis, what led her into real estate, and her love-hate relationship with real estate social media. She explains why having reserves for problems that arise in your investing career is important, doing your due diligence before purchasing a property, and what prompted Whitney to move into syndications and scale her business. Finally, she and Jonathan cover the assets she would advise someone to purchase today, the downsides of 1031 exchanges, and the three things you need to be successful in real estate. Whitney Elkins-Hutten has built a portfolio that creates a legacy and teaches others how to do the same. In this episode, you will hear: The importance of diversity in investing, according to Whitney Elkins-Hutten Whitney’s challenges with interest rates and what that taught her about diversity Her entry into real estate in 2002 and what led her into it The disaster that happened 24 hours after closing on one of her properties Whitney’s love-hate relationship with social media related to real estate Setting aside reserves for the problems that can arise in real estate investing Doing your due diligence before buying a property, and what photos don’t tell you Scaling up the business, moving from flipping into rentals, and what prompted Whitney to move into syndications Building a debt layer into her portfolio as another form of diversity The assets Whitney would advise someone to purchase today if they want to diversify their portfolios Understanding how to compound your money over time The downsides of doing 1031 exchanges, the importance of a solid financial foundation, and the three things you need to be successful in real estate Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/223/ to download it. Supporting Resources: PassiveInvesting.com - www.passiveinvesting.com Whitney Elkins-Hutten on LinkedIn - www.linkedin.com/in/whitneyelkinshutten Ash Wealth - ashwealth.com Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    55 min
  6. 222: Curating Resort Residential and Hospitality Real Estate Assets with Stephen Petasky

    MAR 6

    222: Curating Resort Residential and Hospitality Real Estate Assets with Stephen Petasky

    Owning luxury real estate can offer lifestyle benefits aside from the perks of an income-producing asset. On this episode of Zen and the Art of Real Estate Investing, Jonathan interviews Stephen Petasky, founder and CEO of the Luxus Group. Luxus aims to provide an overall travel solution for affluent families seeking enhanced vacation experiences. Luxus Group includes Luxus Developments, Luxus Restorations, Luxus Vacation Properties, and a special project called Ena Lake Lodge, a private fishing club. Jonathan and Stephen start their discussion by exploring Stephen’s interest in the luxury real estate space that began with his parents. Stephen explains why it’s important to enjoy the real estate you own and the lifestyle that comes with it, balancing making a profit with enjoying your properties, and involving the entire family in a vacation or luxury property purchase. You’ll hear about Stephen and his wife’s first investment purchases and how they involved family and friends, understanding your target avatar, and why remaining hyper-local and understanding your community’s needs can be a business boost. Finally, Stephen outlines what he’s looking forward to as his business grows and evolves and builds brand loyalty and trust with guests. Part of the appeal of buying real estate is its tangibility, and owning luxury properties can up the ante. Stephen Petasky reveals how he built a successful business with luxury properties while enjoying them with his family. In this episode, you will hear: How Stephen Petasky developed an interest in the luxury real estate space through his parents Enjoying the real estate you own and the lifestyle it can create The balance between making a profit and enjoying the properties you own Involving the whole family in a vacation or luxury property purchase Stephen and his wife’s first investment purchases and how they involved family and friends Understanding who your avatar is and building the business around something you’re passionate about The transition from the initial iteration of Luxus to vacation rental management as Airbnb became more popular Remaining hyper-local and understanding your community’s needs What Stephen is looking forward to as his business grows The loyalty guests feel to brands and how operators can retain that loyalty Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/222/ to download it. Supporting Resources: Luxus Vacation Properties - www.luxusvp.com Luxus Vacation Properties on YouTube - www.youtube.com/@luxusvp Find Luxus on Instagram - www.instagram.com/luxusvp Connect with Stephen Petasky on LinkedIn - www.linkedin.com/in/stephen-petasky-86437711 Luxus Group - www.luxusgroup.com Luxus Restorations - www.luxusrestorations.com Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    55 min
  7. 221: Creating Wealth and Leveling The Playing Field in Self-Storage with Mark Helm

    MAR 3

    221: Creating Wealth and Leveling The Playing Field in Self-Storage with Mark Helm

    Self-storage is an under-the-radar asset class that can be a real game-changer for creating wealth. Today’s guest has incredible knowledge about it and is on a mission to teach others about its benefits. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes Mark Helm, a self-storage and real estate veteran. Mark is the author of “Creating Wealth Through Self-Storage” and co-owner and principal broker of Nexus Commercial Advisors. He also developed the self-storage financial analysis software Storage World Analyzer. Mark owns several self-storage facilities, is a self-storage developer, investor, speaker, consultant, and trainer, and is the co-owner and partner of Resolve. Jonathan and Mark begin their conversation by exploring Mark’s early career in real estate as a way to create supplemental income for his day job. Mark quickly discovered he loved real estate, attaining his CCIM designation and working as a commercial broker before moving into investing in self-storage. You’ll hear the challenges he initially faced, why no other asset is more localized, and what makes self-storage recession-resistant. Mark shares his strategy for self-storage, how he evaluates occupancy levels, and his opinion on dynamic pricing. Finally, he explains what he likes about conversions and expansions, the five KPIs Mark uses for every facility and manager, and technology’s impact on the self-storage industry. Mark Helm is a veteran real estate professional and self-storage guru. This episode is a must-listen for a deep dive into the self-storage world. In this episode, you will hear: Mark Helm’s interest in real estate as a way to supplement his income and how that led to a full-time career in real estate His attraction to commercial real estate, getting his CCIM designation, and then moving into investing in self-storage The challenges Mark faced when he started in self-storage and the benefits that outweighed them The importance of visibility in self-storage and why no other asset is more localized How this asset class can fail, and what makes it recession-resistant Mark’s strategy for self-storage and determining which deals are a yes or no Where he believes the deals are today Evaluating occupancy levels in a self-storage space Mark’s take on dynamic pricing Why the income increase should be higher than operational costs What Mark likes about conversions and expansions The five KPIs Mark uses for every facility and manager and how technology has changed the business Constructing self-storage units and some of the issues that can arise Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/221/ to download it. Supporting Resources: Creating Wealth Through Self-Storage - creatingwealththroughselfstorage.com Mark Helm on YouTube - www.youtube.com/channel/UCFwEQnGiNYB46SSs2_HoTsA Find Mark on Facebook - www.facebook.com/mark.helm.33 Connect with Mark on LinkedIn - www.linkedin.com/in/markhelmccim Resolve - resolveself-storage.com Get the “Creating Wealth Through Self-Storage” book - www.amazon.com/Creating-Wealth-Through-Self-Storage-ebook/dp/B00TP5VWVM Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    55 min
  8. 220: How To Reduce Your Taxable Income Through Cost Segregation on Real Estate with Erik Oliver

    FEB 27

    220: How To Reduce Your Taxable Income Through Cost Segregation on Real Estate with Erik Oliver

    Cost segregation can save you a lot of money on your investment properties through taxes. Today’s guest is an expert on this topic and shares what you need to know about cost segregation. On today’s episode of Zen and the Art of Real Estate Investing, Jonathan interviews Erik Oliver, Vice President of National Accounts at Cost Segregation Authority. His company reclassifies assets, which then allows you to accelerate the depreciation. Using this strategy could save you a ton of money on taxes. Jonathan and Erik explore cost segregation and who it benefits. You’ll hear Erik’s example of cost segregation for an office building, the importance of hiring an accountant specializing in this concept and real estate, and the audit considerations when you decide to do cost segregation. You’ll hear what Erik believes is the “must do” asset class for cost seg, the value of setting up a team to help mitigate your tax burden, and what Erik learned from his first disastrous rental property. Finally, Erik explains his involvement with micro apartments and opportunity zones as an answer to the affordable housing problem and the importance of cost segs in syndication investments. Taxes can take a big bite out of your investment income, and cost segregation can make a big difference in your returns. Don’t miss Erik Oliver’s expertise in making the most of cost segregation. In this episode, you will hear: What cost segregation is, and who needs it Erik Oliver’s example of cost segregation for an office building The importance of hiring an accountant who understands the concept of cost segregation and real estate Why cost segregation is way deeper than just the “stuff” Audit considerations when performing cost segregation The “must do” asset class for cost seg Setting up a team that can help you mitigate your tax burden Applying cost seg across multiple properties or in a house hacking scenario Erik’s first rental property, why it was a disaster, and what he learned from it Micro apartments and opportunity zones as an answer to the affordable housing problem The importance of cost segs in syndication investments Follow and Review: We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at https://zenandtheartofrealestateinvesting.com/podcast/220/ to download it. Supporting Resources: Cost Segregation Authority - www.costsegauthority.com CSA Partners on LinkedIn - www.linkedin.com/company/csapartners Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

    46 min
4.9
out of 5
99 Ratings

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What if you could learn from experienced real estate investors, find out what got them to where they are now, get insight into their daily habits, and take these insights to inspire your own growth? That’s what each episode of Zen and the Art of Real Estate Investing brings. Hosted by Jonathan Greene, a real estate investor for more than 30 years, as well as advisor and coach, the founder of Streamlined Properties and the Team Leader of Streamlined Properties, brokered by Real, every episode is an in-depth look at the mindful approach to real estate investing. If you are looking to start from scratch, get to the next level, or just for a straightforward and honest approach to real estate investing, Zen and the Art of Real Estate Investing is the free mentorship program you can take with you anywhere.

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