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Welcome to the StoryFinance podcast, where we’ll help you gain financial literacy by breaking down finance concepts and strategies through stories, not theory or accounting rules. Tune in and learn from experts who’ve been in your shoes. Numbers can be tricky. This podcast will help.
Episodes
Wednesday Nov 16, 2022
Wednesday Nov 16, 2022
Alina is a founder and managing partner of SAMO Financial, a boutique equity firm. In 2020, She has helped clients with over 1,200 doors, over 500 storage units, and a $10M mobile home park fund. She works with high earners to passively invest in real estate.
In all of this, her overarching goal is to empower people to build wealth for themselves and for their families, an ethos wholly supported by the great Warren Buffett when he suggested that, “Someone is sitting in the shade today because someone planted a tree a long time ago.”
With an MBA in Finance and Management from Rutgers and a Bachelor of Business Administration in Accountancy from City University of New York, Alina has worked as a Tax Accountant at Ernst & Young, as well as in the private sector. She also has twenty years of successful technology experience. In 2021, Alina joined TF Management Group LLC, a real estate fund management company, where she is the Head of Investor Relations and Marketing.
Show notes:
1:00 Alina’s background and journey
4:00 Advantages of Real Estate / How she started as Active and Passive Investor & her transition to Real Estate
9:00 Benefits of Limited Partners
11:30 Onboarding Limited Partners as Passive Investors into deals
15:15 Aligning the investors experience and their mentality Vs Investing their capital on to the right deal that they are looking for
17:55 How do they vet the deals they are bringing in
21:00 A golden nugget from Alina
Connect with Alina:
LinkedIn: https://www.linkedin.com/in/alinatrigub/
https://www.samofinancial.com/
Wednesday Nov 09, 2022
Wednesday Nov 09, 2022
Dave Wolcott started his career serving the country as a Captain in the
Marine Corps. In 2000 he and his wife won the baby lottery having triplets
which inspired him to challenge the traditional financial planning advice of
Wall Street. He then started an obsessive journey to understand how the top
one percent were building their wealth.
A serial entrepreneur at heart, Dave spent the next 20 years building several
businesses, investing in alternative assets and creating The Pantheon Holistic
Wealth Strategy: the playbook to becoming ultra-wealthy and having not only
freedom of money, but freedom of purpose, time and relationship.
Today, Dave is the Founder and CEO of Pantheon Investments and is more
passionate than ever about helping entrepreneurs build wealth by passively
investing in superior real estate and alternative assets that provide
predictable cash flow, tax efficiency, and upside potential as a reliable
alternative to the volatility of the stock market. Dave is the author of “The
Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living
an Extraordinary Life and is also the host of the popular “Wealth Strategy
Secrets of the Ultra-Wealthy” podcast.
Show notes:
0:44 Dave's background and journey with family
4:54 Macro dynamics of investing, in different assets, where there is different kind of supply and demand imbalance.
5:50 Oil and Gas investment (PRP-Proven developed production)
9:34 Time frame to build new supply in the market
10:30 - Offsetting active income vs real estate passive income
13:45 How does Infinite Banking works
19:30 Arbitrage benefits
21:25 Infinite banking solution: Register to pantheoninvest.com, sign up and connect
22:28 Overcoming hurdles quickly
29:45 "Crystal clear vision"
Connect with Dave:
www.pantheoninvest.com
www.pantheoninvest.com/wealth-strategy (free copy of their wealth strategy)
Wednesday Nov 02, 2022
Wednesday Nov 02, 2022
Thomas Castelli, CPA is a Tax Strategist and real estate investor, who helps other real estate investors keep more of their hard-earned dollars in their pockets and out of the government.
Taxes are some of the biggest headaches you will ever have as a real estate investor. How do you keep more of your hard-earned dollars in your pockets and out of the government’s? The Real Estate CPA can help you with that, as one of the firm’s partners, Thomas Castelli so explicitly explains in this conversation with Chris Larsen. Thomas is a tax strategist and real estate investor whose real-life real estate investing experience, combined with his ever-growing arsenal of hard-hitting tax strategies, allows him to see eye-to-eye with clients in ways an average CPA never could. Listen in as Thomas discusses what tax strategy will look like under the new administration and how you can position yourself favourably in the current real estate market.
Show notes:
00:50 His CPA to Real Estate story
2:35 Thomas shared their firm’s strategy for passive investors especially on 3 and 5-year exit
8:56 How to propose to clients when it’s time to sell certain assets
15:30 Mechanics of new law when it comes to bonus depreciation
18:56 Dollar-Cost Averaging in Syndications
20:00 General mentality in bonus depreciation
26:46 “Don’t let the tax tail waves the door”
31:00 Wrap up
Connect with Thomas:
Twitter: @thomascastelli_
Instagram: @thomascastellicpa
Facebook: https://www.facebook.com/groups/taxsmartinvestors
Wednesday Oct 26, 2022
Wednesday Oct 26, 2022
Host: Casey Silveria
Guest: Gino Barbaro
Gino Barbaro, a former restaurant owner and operator, seasoned active and passive investor, has been investing in real estate for 18 years and built a multifamily portfolio of over 1000 units in three years. He is the author of the book, Wheelbarrow Profits, is a real estate investing coach and mentor. He also hosts the Wheelbarrow Profits podcast.
He shares how he started in real estate, details on his first few deals, and how he got started in real estate now. Gino also discusses losing 172K on one of his real estate deals - a mobile home park. He provides terrific advice about real estate including, “buy right, manage right, and finance right.”
Show notes:
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Gino shared his background. From a restaurant owner, his struggles entering the Real Estate world
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“Your fruits are in your roots” (Responsible investing)
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His Life Coaching story “Education X Action=Result”
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Gino talked about his End goals
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“To become successful you have to invest in yourself”
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Growth and fixed mindset
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“Happiness is not dependent on the result, happiness is dependent on what we are doing in the moment."
Connect with Gino Barbaro:
Wednesday Oct 19, 2022
Wednesday Oct 19, 2022
Anthony Vicino is a best-selling author, real estate investor, and serial entrepreneur committed to helping people maximize their Return on Life.
He is the co-founding partner of Invictus Capital, a multifamily acquisition firm based in Minneapolis, MN with $40m in AUM, that provides busy working professionals with the opportunity to Invest Better.
As the host of the Multifamily Investing Made Simple podcast and author of Passive Investing Made Simple, Anthony firmly believes investing shouldn't be complicated, scary, or overwhelming.
Show notes:
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Anthony shared why Invest in Twin Cities
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His personal story: From Rock Climbing to Real Estate
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His purpose: “Building a business, Investing a Real Estate”
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Book - "Passive Investing made simple" (What you need to know about Passive Investing)
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Rent relief program
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“Success is a feeling and knowing I'm very hard to kill.”
Connect with Anthony:
Anthony’s Email: anthony@invictusmultifamily.com
Websites:
• invictusmultifamily.com (Company Website)
• anthonyvicino.com (Personal Website)
Wednesday Oct 12, 2022
Wednesday Oct 12, 2022
Hello everyone and welcome back to the Farming for Passive Income show where we strive to educate the agricultural community on hands-off commercial real estate investing and growing their business.
I’m your host Casey Silveria and today we are joined today, Logan Freeman
In tight real estate markets, like the one we have today, finding off-market deals can be challenging for commercial buyers. However, like everything else in this business, it comes down to your relationships and presenting value to brokers, buyers, and vendors. Logan Freeman knows all about this and he went from playing in the NFL to becoming a real estate investor and a broker. Logan found his niche as an investment property specialist, and to do this, he had to adjust his approach when it came to real estate networking. He applied the hustle he cultivated as a professional football player to finding deals, and his career transformation took a lot of grit and determination.
Today, Logan runs FTW investments. His group focuses on joint ventures and equity partnerships to help people become financially free with real estate. The great thing about real estate is that you get to be a business owner while you’re investing. Logan gives advice on how to find deals and how you know when you have a good one. Understanding the economy and fundamentals is key, especially in our current environment. Nowadays, people are afraid to sell, but if you can create a solution, it’s a win-win for both buyers and sellers.
Show notes:
1:41 His background from NFL to Real Estate
13:39 Biggest risk to look out for when they are either underwriting deals or deal sourcing
"You need to know what your constraints are, what your value is, and what you're good at. "
17:44 Neighbourhoods, different classes of Neighbourhoods, different asset types that Logan is investing
21:00 What is the range when they are looking for assets
28:30 How did he build his relationship with his Team and Investors
31:27 He shared how his deals are structured
33:39 Difference between 506b and 506
36:00 Wrap up
Connect with Logan!
LinkedIn: https://www.linkedin.com/in/livefreeinvestments/
https://ftwinvestmentsllc.com/
Wednesday Oct 05, 2022
Wednesday Oct 05, 2022
Hello everyone and welcome back to the Farming for Passive Income show where we strive to educate the agricultural community on hands-off commercial real estate investing and growing their business.
I’m your host Casey Silveria and today we are joined today Don Spafford
You don’t have to have a lot of money to get started in real estate. Our guest, Don Spafford, proved that you can hustle your way to financial success, and serve other people along the way.
In this episode, Don looks back on how his personal struggles fueled his desire to be in a better financial position in order to help others improve their lives. He considers this as his mission, but he also has words of advice on finding the balance between helping and enabling.
Don Spafford has an educational and professional background in Finance and Securities Investing. His wife is from Paraguay and together they enjoy the opportunities they have to travel back to visit family there and to help the communities in South America. When his wife became a realtor around 2010, it motivated him to want to learn how to invest in Real Estate. The family moved from Nebraska to Idaho in 2015, and it was there in Idaho that they got started. He bought his first property, a four-plex, in 2017, then two more 18 months later. He began moving into commercial real estate including ground-up development projects and eventually landed with Happy Camper Capital, providing syndication opportunities in RV campgrounds. He enjoys spending as much time as he can with his family to create lasting memories. His hobbies include coin and bank-note collecting, traveling, and when he can, he likes to watch movies at home. Don has very high moral and religious standards and will not bend his beliefs for anything. His word is his bond.
Show notes:
1:30 Don’s Introduction and background
4:45 His transition from four-plex to CRE
14:38 His return criteria that he aims for and passed to his investors
19:11 Don shared how do they generate off season incomes
24:00 how do they handle risk curve of limited labor pool
27:05 How do they source their deals
29:05 How he brings investors to his company and his journey as he started with Multifamily, Commercial and now RV camping
https://happycampercapital.com/don-spafford/
Wednesday Sep 28, 2022
Wednesday Sep 28, 2022
Hello everyone and welcome back to the Farming for Passive Income show where we strive to educate the agricultural community on hands-off commercial real estate investing and growing their business.
I’m your host Casey Silveria and today we are joined today by Anthony Chara.
Anthony Chara is a seasoned Real Estate investor, an educator, a philanthropist, a family man, who has been in the business since 1993
He has investing and property management experience dating back to 1993. Mr. Chara turned to Apartments full time in 2004 and has owned or syndicated over 2,000 apartment units around the Country.
Presently, he is a managing partner of Apartment Mentors and the founder of Success
Classes. During the past 20 years, he has owned or managed several successful
Companies. Mr. Chara started his teaching career in September, 2006, in order to educate both the beginning investor and more sophisticated investors about how to successfully invest in Apartments.
Mr. Chara also volunteers and supports several worthy charities such as the American
Red Cross, Denver Rescue Mission, Habitat for Humanity, St Jude Children’s
Hospital and the Wounded Warrior Project.
Show notes:
00:53 How he started in Real Estate
4:35 Tips from Anthony of what to look out when buying a property
6:45 Cap rate and purchase price and nuances between the two
10:58 How else can he force appreciate properties
16:26 Insurance and property taxes, what are the nuisances or things to lookout for
21:56 His take if partnership with insurance companies is transactional or long term
23:15 How do you think about property taxes as they relate to sale and refinancing? How does it affect the overall income producing asset?
32:40 New Debt instrument the last 3-4 years VS traditional 30 year amortized fixed-rate debt
36:10 Tips for passive investors
46:30 Wrap up
Connect with Anthony:
https://www.successclasses.com/aboutus
A Warm Welcome!
Hey there, fellow farmer and investor enthusiasts! I'm Casey Silveria, and I'm stoked to introduce our podcast, Farming for Passive Income. You know, farmers are no strangers to rolling up our sleeves and getting our hands dirty, but what if I told you there's a whole world of commercial real estate investing out there that could help you grow your wealth—passively? That's right, my friends! Our podcast is all about educating our beloved agricultural community on the ins and outs of investing in commercial real estate, so you can kick back and watch your profits sprout like a healthy cornfield. Join me on this journey as we explore ways to achieve financial fortitude and a steady stream of passive income, all while staying true to our farming roots!
You won't want to miss what we're up to at our firm. To keep yourself updated on new and upcoming investing opportunities, hit me up by checking out www.farmerscapitalgroup.com/join