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The Passive Investor Alliance is a Real Estate Investment Club based in Walnut Creek, CA that hosts networking events on the 1st Wednesday of every month featuring speakers and panel discussions. This is the show where we share our learnings and help you become a more knowledgeable passive investor so we can all grow wealth together.
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Welcome to Passive Investor's Playbook, a podcast for those who are looking to make smart, passive investments without sacrificing time and energy. In each episode, we sit down with successful people from medical professionals to professional athletes, IT professionals to lawyers, engineers to military, who have entered the world of real estate investing. Our guests share insights on why they started investing in real estate. We talk about what makes real estate a great investment to build w ...
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The Global Investors Podcast focuses on helping both; American and foreign investors generate passive income by investing in U.S. real estate. Listen to interviews with investors, syndicators, lenders, attorneys, property managers, and other industry professionals who have successfully built their businesses while working with investors to create passive income. Host Charles Carillo (of HarborsidePartners.com) began investing in apartments in 2006 with a 3-family house and has since invested ...
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Entrepreneur Magazine calls Justin Donald “The Warren Buffett of Lifestyle Investing.” Imagine being able to earn passive income, long-term equity, and achieve financial freedom while gaining total freedom from your business or a job. That’s what Lifestyle Investing is all about. Justin Donald has mastered the low-risk cash flow investment principles he shares with entrepreneurs around the world. His alternative investing principles center on creating passive income and significant wealth wh ...
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Multi-Family Real Estate Insider Secrets podcasts, featuring passive real estate investing advice, insights, secret insider strategies, interviews with industry experts, and more. For new Investors and seasoned experts looking to invest in real estate and learn hosted by real estate coach and expert Mike Morawski. Home of the Passive real estate investor!
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The premise of "Confessions of Passive Investors" is to interview passive investors that are well down the path of their investing journey. Guests of the show are completely anonymous so as to enable them to speak more openly and freely about what they’ve learned, the mistakes they’ve made, the fears they have and the success they’ve achieved. The objective is to help passive investors that are just exploring the idea of investing in private placements (e.g., real estate syndications/funds, ...
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The Passive Income Investor Podcast features discussions and interviews related to conservative passive Income investing. We focus on long term wealth building and tax efficient income strategies. Matt Doran is a principal with Sage Wealth Planning. Sage Wealth Planning is a registered investment advisory firm registered in the states of Michigan and Missouri. Aaron Merriman is Managing Director of Lujan/Merriman Development Group, LLC "LMDG" based in Newport Beach, CA. LMDG invests in A+ lo ...
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The real estate investing podcast where we talk real world rei strategies for success, building wealth and achieving financial freedom with experienced investors who share the best advice for epic success without the get rich bs. Listen as guests share their formulas for successful real estate investing and how you can do more deals and increase your profits. Gain insight into what works in today’s market with real world actionable advice to take your real estate investing to the next level. ...
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show series
 
Key Takeaways Confidence is not just about being assertive; it's about the willingness to learn and be coached. Life is a journey with its ups and downs; winning the small battles leads to winning the war. Consistency in facing ups and downs allows for success through the big challenges. The language of business is accounting; understanding that la…
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Today, as a part of the Lifestyle Investor member spotlight series, I’m speaking with Pasha Esfandiary. Pasha has been a part of our mastermind group for a few years now and has brought a ton of wisdom, experience, and opportunities to our community of investors. In this episode, I wanted to chat with him about his investing journey. You’ll hear ho…
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Matt Shields is an electrician, a serial entrepreneur, and a multifamily real estate investor, owning and operating a portfolio of 700 apartment units in 3 states. Learn More About Matt Here: Invest In Sqft - https://investinsqft.com/ Significan Lifestyle Communities - https://significanlc.com/ Connect with the Global Investors Show, Charles Carill…
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My favorite benefit of real estate is LEVERAGE! Maybe it's a new term for you but you definitely know what it is. Real estate is such a solid investment that even the largest financial institutions are okay with putting most of the money up for real estate. If you have ever bought a house, you don't have to put 100% of the cash in. You are able to …
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About the Guest: Angie Aki is the co-founder of Ohana Investment Partners. Her early career was spent in the pharmaceutical industry where she was a top sales performer. Angie left the corporate world where she started wholesaling properties. While she was very successful wholesaling properties, it was very active and stressful. Investing in commer…
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Rescue capital is a great solution for investors who might not have enough equity to refinance their properties. In this episode, Charles discusses what rescue capital is, and how it can assist investors. Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://Sche…
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Jim Pfeifer is one of the founders of the Left Field Investors website and community. Jim has invested in over 100 passive syndications, including apartments, mobile homes, self-storage, private lending and notes, ATMs, commercial and industrial triple net leases, assisted living facilities, and international coffee farms and cacao producers. Learn…
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Today’s guest is my dear friend Brooke Nichol. Brooke is the heart and brains behind Saving Face in Austin, Texas – a full service aesthetics practice specializing in anti-aging injectables and lasers. Brooke went from being an overworked ICU and OR nurse to building Austin's premier spot for feeling and looking fantastic. Trained by world-famous p…
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About the Guest: Christine Hsu is the Co-Founder of Noblivest, a real estate firm that invests in multifamily and helps investors achieve financial freedom and reduce their tax burden. Christine had been a food scientist but was not fulfilled in her job. She thought she had to work in corporate America, since that is what we are taught since we wer…
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Many real estate investments are sold as “turnkey” investments. But what does that actually mean? In this episode, Charles discusses what turnkey means, and why would a property be considered a turnkey investment. Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: ht…
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Shane Melanson is a commercial real estate developer based in Calgary, Alberta, and has completed over $100M in construction projects across Canada, with a focus on townhouse rentals. Learn More About Shane Here: Website - https://shanemelanson.com/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 M…
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Today, I’m talking with Joe Stolte. Joe is a former Inc 500 entrepreneur and 5-time technology founder with three successful exits, including Lottery.com, which went public for $526M, and GrowFlow, which sold for $62.5M. Joe is now the CEO of Daily.ai, an AI company that helps brands and thought leaders publish AI automated email newsletters in les…
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You can become wealthy in real estate. It won't happen overnight, but it will happen over time. I do a quick overview of how you can become a millionaire with $50,000. Check out the full YouTube link: youtu.be/KUcGXbW_g4w About H&K Investment Group: H&K Investment Group, LLC is a real estate investment group that looks for underperforming apartment…
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Key Takeaways Understanding the market's cyclic nature is crucial, with an anticipation of improvement over the next 12-18 months. Have solutions ready for all aspects of a deal. Learn from 2008: be prepared for market turns. Specializing in one thing becomes crucial as you recognize the depth of your knowledge. True expertise arises from hands-on …
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About the Guest: Rasool Mutawakkil has had an improbable path to real estate. Rasool grew up with a small view on the world. He ran around with the same friends in the same area and didn't think he had too many options. Rasool decided to serve his country and went into the US Army. After his experience in the military, he realized the world was muc…
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If you are building or renovating a property, your lender may require builder's risk insurance. In this episode, Charles discusses what builders' risk insurance is, and when an investor might use this type of insurance. Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charl…
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Today’s guest, Jim Sheils, is known as the “Crazy Glue” for entrepreneurial families. His celebrated “Family Board Meeting” strategy has empowered thousands of business leaders globally to foster stronger bonds with their families. But beyond that, Jim is also known for his real estate brilliance. Leveraging the “Build-to-Rent” strategy, he grew hi…
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James Nelson, with over 25 years of real estate experience, is one of New York City’s top investment sales brokers closing over $5 billion in property sales and loans. He has launched 2 successful real estate funds totaling $350 million, while also being a limited partner in dozens of transactions. James is a Wall Street Journal Best-selling Author…
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About the Guest: Joey Mure is a Partner in Wealth without Wall Street. After spending years in the lending business, Joey realized he was making great money but was not able to focus on what he wanted: his family. Joey left the lending business and started Wealth without Wall Street, a brand committed to helping others achieve financial freedom in …
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One of the easiest ways to increase the income from your rental property is to minimize turnover. By keeping tenants in your units for several years, landlords are able to minimize vacancy, and make-ready costs involved with the move-out of an old tenant and move-in of a new tenant. In this episode, Charles discusses vacancy and unit make-ready. Co…
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Shawn DiMartile began his real estate investing career by liquidating his 401k to purchase a 32-unit apartment building, and in just 2 years he was able to triple the value of the asset and sell it. Shawn syndicated his first property in 2021; a 150-unit multifamily complex, and then 2 months later syndicated a 145-unit complex. He was then able to…
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Today on the podcast, I'm talking with one of my closest friends, Ryan Casey. Once a leading figure at Cutco with an impressive 22-year tenure and $40 million in sales, Ryan has since transitioned to the COO of The Lifestyle Investor business. On top of that, he has also carved out a niche as a multi-gym franchise owner with Orangetheory Fitness. H…
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I struggled with being Risk Averse for so many years. Since I didn't take any risks, I didn't have any big failures. However, since I didn't have failures, I wasn't learning from it. The biggest change for me was finding a group that had experience and investing with them. They had the expertise. They had the knowledge. They had the time. Fortunate…
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About the Guest: Charlie Cameron was on active duty Air Force for 11 years and got into real estate to help others. He is an agent, an investor, and a team leader. Charlie is an engineer by trade and calls himself a real estate nerd. Charlie leverages teams to give himself time back and spend time with his family. If you want to learn how to be ext…
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When you are purchasing or managing a property; you may see the term “Gain to Lease.” In this episode, Charles discusses what gain to lease is, and what it means for the subject property. Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾…
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Rama Krishna Chunchu has more than 15 years of experience as an IT professional, and has been investing in real estate since 2015. Learn More About Rama Here: Usha Investment Group LLC -https://ushacapital.com/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http:…
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Today, I’m talking with Ron Lynch all about blockchain technology! We explore the concept of “identity within the blockchain”, and how Ron is making sure we can manage our assets on decentralized platforms without compromising privacy and security. We also discuss the challenges and opportunities of moving away from centralized, government-run bloc…
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Key Takeaways Discovering our true nature and purpose is a lifelong journey. There are various characteristics and traits that define us, and these qualities evolve over time. A transformation in one's faith can lead to a fundamental shift in values and perspective on life. Instead of treating spirituality as a resource to turn to only in times of …
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About the Guest: Have you ever met someone whose first real estate investment was on the side of a mountain in Afghanistan? I have. And I had an awesome conversation with him! Edwin D. Epperson III served for 13 years in the United States Army and spent some time as a combat diver (who knew the Army had divers?!) Edwin is a private lender in the re…
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When reviewing the underwriting of commercial, and multifamily properties, it is normal to come across a line item called “Loss to Lease.” In this episode, Charles discusses what loss to lease is, and why it is an important factor when underwriting a property. Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup …
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Over the past two decades, Agostino Pintus has been involved in over $350 million worth of real estate investments, and specializes in large-scale multifamily development projects, acquiring apartment communities, single-tenant net lease assets, and office buildings. Learn More About Agostino Here: Bulletproof Cashflow - https://bulletproofcashflow…
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Today, I’m talking with Brian Beers. Brian is an entrepreneur and investor who took over his Dad’s small auto repair business and grew it from just a handful of shops, to a 33 location enterprise that serves the Philadelphia and New Jersey regions. The company – which operates Midas franchises – employs 200+ people, and does $40M in revenue. Brain’…
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About the Guest: Nic Espanet is the Founder of Thrive Multifamily, a Texas-based company that focuses on adding value to apartment communities. He began his journey in multifamily properties back in 2016 and in 2018, he closed his first deal as a Lead Syndicator & Asset Manager. Since then, Nic has continued to invest in apartments where his total …
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When a property is sold, a title search is performed. If that title search uncovers an easement, it might delay the sale. In this episode, Charles discusses what an easement is, and how it affects a property owner’s rights. Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with C…
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Ash Patel is a full time commercial real estate investor for the last 10 years. Previously he spent 15 years in corporate America. He now invests in; retail, warehouses, offices, industrial, mixed use, medical, restaurants and ground up development. Ash is a hands-on property manager and also teaches others how to invest in non-residential commerci…
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Today, we're joined by William Green, bestselling author of "Richer, Wiser, Happier." Over two decades, he has built relationships with the world’s top investors such as Charlie Munger, Peter Lynch, Bill Ackman, Ray Dalio, and many others. Drawing from the hundreds of hours he spent rubbing shoulders with the world’s greatest minds, William sheds l…
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This episode is another strategy that wealthy people use to invest. You can LEGALLY buy life insurance, invest, and NOT have to pay taxes. The policy MUST be structured correctly. These strategies are used by the wealthy. Not only are wealthy people focused on making money, but they are focused on KEEPING as much as possible and they use specific s…
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Key Takeaways New multifamily investors should focus on setting clear goals, making decisions, and taking the first step to get started in the business. It's crucial to focus on the numbers and find deals that make financial sense. If you find a good deal in multifamily, you can probably show a 15 percent ultimate return on a deal. Building relatio…
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About the Guest: Dr. Sanjay Sharma is a practicing Hematologist and Oncologist based in California. He is the co-founder of Exponential Capital Investments. In the interview, we talk about how real estate provides control and freedom. Dr. Sharma is helping other physicians reduce stress by passively investing in syndications. Dr. Sharma's goal is t…
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Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing What is Special Servicing. With most commercial property loan documents, there is both a loan servicer and a special servicer. In this episode, Charles discusses what each servicer does, and the role they play in commercial mortgages. Connect with the Global In…
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Dwan Bent-Twyford has personally flipped over 2,000 properties and has taught thousands of people how to become financially free. She is known as being the “Queen of Short Sales” and is an expert on Short Sales & Foreclosures, while also writing three bestselling books. Learn More About Dwan Here: Website - https://dwanderful.com/ Connect with the …
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Today, I’m talking with Dan Martell – an award-winning entrepreneur, angel investor, thought leader, and highly sought-after coach in the software as a service industry. He founded, scaled, and successfully exited three technology companies within a ten year period. In 2012 he was named Canada’s top angel investor, having invested in more than fift…
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Most self-made wealthy people didn't just get lucky. They are smart. They have their money work for them. A lot of wealthy people use strategies that even the middle-class has never heard about. One of these strategies is through whole life insurance policies. In this episode, Charlie provides an example and overview of how this works. Keep in mind…
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About the Guest: You may have seen Dave Seymour on the TV Show "Flipping Boston". Dave grew up very poor in England. He moved to the US and realized he was spending too much time and money on things that were not helpful in his life. Dave became a firefighter and got into real estate. Due to his amazing personality and work ethic, he was picked up …
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Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing What is Mezzanine Debt. Within the capital stack realm of equity and debt, there are many different financing solutions for investors. In this episode, Charles discusses mezzanine debt, what it is, and when it is used by investors. Connect with the Global Inves…
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Today, I’m talking with former special forces military veteran, Jeremy Locke, who nearly took his own life in December of 2020. Thankfully, through the love and support of his wife – Britnie Turner – Jeremy found a renewed purpose. He is now the Co-Founder and Chief of Special Operations for Aerial Recovery, which is an international disaster respo…
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Bonnie Galam is a real estate investor and a real estate attorney. Bonnie and her husband self-manage a portfolio of over 100 doors in the greater Philadelphia area. Through her experience as a landlord, Bonnie created a law firm to serve investors with their transactional and asset protection needs. She has also created the Landlord Law School, a …
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On the show, we talk about IRAs and 401ks quite often. Many people think that is the best way to have a modest retirement. While 401ks may offer a company match, they are full of fees and do not offer much control or options. IRAs offer more control but no company match. Would you rather have cash flow NOW? Or wait until you are of retirement age? …
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About the Guest: Chris Linger spent 27 years in the US Navy. Along with his wife, Maricela, they are the owners of Up Plex Multifamily Investments and educate aspiring entrepreneurs and real estate investors in many different ways. Along with providing passive real estate opportunities to investors, they also have a coaching business and a Virtual …
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Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing Equity in Real Estate. Property ownership has a number of benefits, including the ability to grow your net worth as the value of your property increases. In this episode, Charles discusses what equity is, and how investors are able to grow it. Connect with the …
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