Think Outside The Stocks

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 FREEAccess FREE investor education, and join our community in the members-only area.To start your journey, download Active Cashflow with Passive Real Estate InvestmentsThink 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 dThink 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/podcastCONNECT 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.

12/3/24 • 60:31

In this episode of Think Outside the Stocks, we sit down with Zach Hockenstall, 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 FREEAccess FREE investor education, and join our community in the members-only area.To start your journey, download Active Cashflow with Passive Real Estate InvestmentsThink 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/podcastCONNECT 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.

11/12/24 • 64:55

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/podcastCONNECT 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.

10/9/24 • 36:00

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 BioShauna "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 Topics00:00 - 01:15 Introduction to Shauna and Key Differences in Tax Services; Strategies for W-2 Earners01:15 - 02:55 Tax Strategies for Real Estate; Infinite Banking Benefits; Estate Planning and Investment Diversification02:55 - 07:15 Examples of Tax Savings; Starting a Side Business for Tax Benefits; Charitable Remainder Trusts07:15 - 15:20 Tax Preparer vs. Tax Strategist; Strategic Investment Options15:21 - 20:36 Tax Options for W-2 Earners; Real Estate Professional Status; Political Impact on Taxes20:36 - 23:30 Investment Alternatives and Tax Benefits23:30 - 35:35 Creative Tax Deductions for Business Owners; Estate and Retirement Planning40:33 - 43:39 Charitable Trusts: Deductions, Payouts, and Benefits; Estate Planning Tips43:39 - 51:17 Investment Diversification and Strategies; Options Trading51:17 - 55:13 Rapid Fire Questions with Shauna; Closing Remarks and Podcast InformationThink 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/podcastCONNECT 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.

9/5/24 • 55:52

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 iThink 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/podcastCONNECT 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.

7/30/24 • 54:47

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/linksShow 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 proThink 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/podcastCONNECT 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.

2/16/24 • 45:05

Ever wondered about the captivating journey from an 'unhirable' grad to a $2 billion gold titan? Join Dana Samuelson as he explores the enduring allure of gold in a shifting economic landscape. In this episode, Dana recounts his illustrious career under the mentorship of a gold ownership advocate and delves into the timeless charm of gold. Dana shines a light on the darker aspects of its allure, addressing the environmental toll of gold mining and the exhaustive efforts required to procure this precious metal. We also talked about the allure of cryptocurrencies. While digital currencies present ease of transfer and a break from traditional banking, they can't eclipse the established stability and tangibility of precious metals that now captivate even the tech-savvy, younger investors. We wrap up with a coin collector's dream, delving into the intriguing world of rare coinage, and leave you with thoughtful insights on diversification in wealth preservation – closing with the resonant message that a diversified portfolio is more than just a good strategy; it's a legacy in the making.With 42 years of experience in precious metals and rare U.S. gold coin buying and selling, Dana Samuelson leads the American Gold Exchange. Renowned for its impeccable national reputation, Dana's company stands out for integrity, consistently high service, reliability, and transparent pricing. He holds endorsements from national newsletter writers, educational conference promoters, and private investors in various industries. Dana, quoted in Forbes and Market Watch and featured on Fox Business, is a sought-after speaker on precious metals and macrofinancial market analysis. As a past president of the Professional Numismatist Guild, the leading organization of rare coin dealers in the US, Dana brings extensive expertise. Notably, he played a pivotal role in assisting the CFTC in their investigation into an allegedly fraudulent national precious metals dealer, with his declaration of fact instrumental in the seizure of the business, and the ongoing prosecution attests to his commitment to industry integrity.Learn more:https://www.linkedin.com/in/dana-samuelson-64793056/https://www.amergold.com/info@amergold.comShow notes:(2:00) Fun facts about Dana(6:20) Historical journey of gold prices(12:22) Possibility of gold confiscation(14:59) Gold's journey from mines to coins(18:35) Tax implications of buying and selling gold(20:44) Comparison witThink 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/podcastCONNECT 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.

1/19/24 • 42:49

Experience a revelation in tackling the housing crunch as Andrea Foley, a maverick in the realm of hotel conversions, joins us to unfold her inventive approach to creating affordable homes. Her journey, from diapers to development, is not just a tale of architectural transformation but a blueprint for cultivating financial acumen. We delve into Andrea's personal narrative, shaped by her father's construction legacy, and discover how her entrepreneurial acumen is addressing the pressing need for cost-effective housing, while also nurturing the roots of financial literacy in her children and through her 'Raise Millionaires' project. Prepare to be inspired by this powerhouse who's not just reshaping the skyline but also the financial future of generations to come.Andrea started a business back in 2007 with a $2,000 credit card limit. She grew it to annual sales of half-a-million and sold it in 2022. She also worked as a "turn-around" business consultant helping small business owners improve their sales, operations and finance. Aside from the projects listed here, Andrea and Axel have done single-family flips, renovations on residential and commercial buildings, bought and sold a single family rental portfolio and even "house hacked" before their oldest was born. Andrea also worked on a 92-unit townhome development when she was right out of college!Reach out:Web: https://www.investwithgwc.comPodcast: https://www.raisemillionaires.com/Show notes:(2:30) 3 interesting facts about Andrea(7:45) A problem Andrea is trying to solve(12:06) Hotel conversion business(19:46) Finding the right hotel to convert(26:23) How Andrea thinks outside the stocks(28:42) Rapid fire(34:20) Where to find more of Andrea(35:36) OutroThink 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/podcastCONNECT 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.

1/16/24 • 36:15

Are you ready to revolutionize your passive investing strategy and confidently navigate the intricate world of real estate? In this episode, host Madhavi Jain engages in a dynamic conversation with real estate expert Mathew Owens. As a former CPA and seasoned investor, Mathew shares invaluable insights into a successful investor's mindset, risk mitigation strategies, and tax-efficient approaches for passive investors. Have you ever wondered about the critical factors to consider in the current market cycle or how to thoroughly vet operators before making investment decisions? Join us as Mathew delves into multifamily opportunities, the art of calculating risks, and the game-changing tax strategies that can elevate your financial journey. Get ready to think beyond traditional investment avenues and explore the wealth-building potential of real estate with Mathew Owens.Mathew Owens (Chief Executive Officer) earned his B.A. in economics with emphasis in accounting from University of California, Santa Barbara and has been a certified public accountant since 2002. Mathew bought, renovated and sold or held over 700 single family properties having 10+ years of experience in property management and 15+ years of experience in taxation, auditing and real estate. Mathew is currently buying 5+ single family rental properties per month, acquiring and operating value-add multifamily properties. He is a private lender with over $10M lent in multiple markets across the U.S. and has raised over $75 million in private investor capital. He currently owns over 130 units in Memphis, TN, Atlanta, GA, and St. Louis, MO.Reach out:Web: https://mathewowens.com/LinkedIn: https://www.linkedin.com/in/mathewowens/Show notes:(2:22) Mathew’s fun facts(5:20) Why Mathew wishes he got into syndication faster?(9:50) The biggest factor to keep in mind when investing(14:22) Calculating risk in a deal(18:58) Tax strategies for passive investors(22:43) How Mathew thinks outside the stocks(25:35) Last advice for passive investors(26:42) OutroThink 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/podcastCONNECT 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.

1/8/24 • 27:27

Have you ever wondered what secrets lie in the success of the high-stakes world of land development and ground-up construction? Join me and our guest, Charles Covey, from LandVest Capital. We take you behind the scenes of large-scale housing projects, revealing the impact of fluctuating interest rates on financing and the rewards of navigating this complex field. Embark on Charles's entrepreneurial journey, beginning in his youth, as he shares the critical role that uncapped earning potential and risk-taking played in his trajectory toward success. This conversation is a masterclass in due diligence and the importance of steadfast financial strategies for any professional aiming to expand their investment portfolio beyond the usual stock market arena. Charles also touches on his personal investment strategies, advocating for the power of networking and continuous innovation. Whether you're an active investor or just seeking a fresh perspective on achieving your goals, this episode promises a wealth of knowledge and encouragement to challenge the status quo.Charles Covey has established himself as an expert in the construction and development industry with his vision, honed skill set, and successful collaborations. With 24 years of experience, he continues to bring profitable ventures to investors throughout the state of Texas. His construction industry knowledge began humbly at the age of 16, framing houses as a carpenter. Mr. Covey completed a degree in Economics from Texas A&M University and continued to make his mark in the construction industry ever since.Connect with Charles:Website www.landvest-capital.com and  https://charles-covey.com/Linkedin: Charles-coveyIG: Charlescovey Episode highlights:(3:10) Fun facts about Charles(11:11) Land development & construction process(16:29) Entitlement, risks, and mitigation(20:07) How city planning affects Charles’ business(26:11) Charles’ business strategy: vertical component(29:08) Due diligence (36:01) Outside-the-box thinking(38:36) Rapid fire(42:44) OutroThink 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/podcastCONNECT 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.

12/29/23 • 43:29

Is there a way to combine military precision and still have a heart for sustainability? In this episode, we are joined by Christian Catron, a West Point grad and visionary in eco-friendly real estate development. From Christian's humble beginnings in the Philippines to the disciplined halls of West Point and onto the forefront of innovative property redevelopment, his story is one of determination and environmental stewardship. In this conversation, we explore Christian's commitment to the adaptive reuse of buildings, a practice of breathing new life into vacant commercial spaces, and his strategic integration of renewable energy solutions. Prepare to be inspired by a leader who is not only transforming the real estate industry but also setting the stage for a greener tomorrow.Christian began his real estate investing career with single-family homes in 2017.  His vision for his company, Redeem Investments, has since expanded to include Commercial Real Estate and Renewable Energy investing, recognizing the ability to achieve below-average risk and above-average returns for investors while creating a positive impact on the environment. His company runs an investment fund that was launched in 2021, which provides financing to renewable energy developers and has provided monthly distributions since its inception.  Seeking to capitalize on demographic and economic trends in the commercial real estate space, Christian and his team have launched a new Investment Fund, employing the adaptive reuse strategy.  The properties they acquire through the Fund are converted to a higher and better use, such as hotels, apartments, and medical office buildings. Connect with Christian:Web: www.redeeminvestments.comFacebook: https://m.facebook.com/RedeemInvestments/Episode highlights:(2:06) Fun facts about Christian(3:25) Exploring real estate and sustainability(7:52) What made Christian pivot into the real estate world and diving deeper into adaptive reuse(20:10) Repurposing buildings for community growth(26:02) Efficient and sustainable buildings(33:23) Where to find more of Christian(34:52) How Christian diversifies his investments beyond stocks(40:28) Rapid fire(45:38) OutroThink 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/podcastCONNECT 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.

12/22/23 • 46:24

Ready to listen to a riveting episode where we catch up with George Salas from Empress Capital, who climbed his way up from humble beginnings as a bartender in Peru to an accomplished investor in the short-term rental market in the US? As an immigrant and now a mentor to many, George brings the heat with anecdotes from his journey and his unique five-step strategy for passive investors to thrive in the short-term rental market. The conversation doesn’t stop at George’s journey. Still, it delves into his unique take on the dynamics of traditional versus short-term rentals, the impact of the pandemic on his portfolio, and the importance of data analysis in selecting winning properties. George's stories are a poignant reminder of the importance of work-life balance and making the most of every moment. Stay tuned to uncover the untold stories and strategies you'll need to build generational wealth.George Salas empowers investors and young entrepreneurs to achieve their real estate goals, He got into Real Estate to change his life, achieve financial freedom, and empower others to do the same. What he loves most about what he does is seeing the relief that his clients experience when they close on a high-equity deal. When he is not working, he loves to play soccer, spend time with his family, and travel back to his home country, Peru. Connect with George at https://georgesalas360.com/Show notes:(3:00) 3 Fun Facts(5:08) George’s journey(18:35) Short-term rental strategy and lessons learned(22:40) Property screening and analysis strategy [Two Step Approach](30:05) Risk management and strategies in rental investing(34:50) How George think outside the stock? (40:13) Rapid fire questions(44:49) OutroThink 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/podcastCONNECT 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.

12/15/23 • 45:34

Can you envision the path of an individual whose life journey includes piled-up hospital bills because of a brain tumor and multiple surgeries, transitioning into the real estate industry from the hospital bed, experiencing foreclosure twice, being homeless due to auction and ultimately building a massive real estate portfolio out of sheer necessity, only to lose that $77 million portfolio at the pinnacle of their investing career?Indeed, this is the remarkable journey of a single individual, not multiple individuals. Our guest today will share how they have triumphed over these challenges and established a system of Compassionate Capital to rescue others facing financial hardships and the prospect of losing their homes.In this episode, I am joined by the founder of Compassionate Capital, John Laine. John is here to share his inspiring journey of resilience, compassion, and success in real estate investing. From selling shoes to navigating the tumultuous market to the tune of a multi-million portfolio, John's story is a testament to turning adversity into a powerful mission to help others. Listen in, be inspired, and learn to overcome adversity and build a legacy of compassion and resilience.Connect with John:https://www.linkedin.com/in/john-laine-ratracerescue/john@compassionatecapital.fundShow notes:(2:41) 3 interesting facts about John(9:51) Overcoming Financial Hardships(12:20) Diving deeper into the Compassionate Capital program(16:06) Entrepreneurship, Mental Health, and Financial Losses(24:01) Home Ownership and Adaptive Reuse(27:26) Where to find more of John(28:40) Outside the Stocks: Teaching Entrepreneurship and the importance of diversification (32:32) Rapid Fire(38:54) OutroThink 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/podcastCONNECT 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.

12/7/23 • 39:39

Have you ever considered venturing into the often-overlooked yet surprisingly lucrative world of mobile home park investing? In this episode, I am joined by industry expert, coach, mentor to thousands, Frank Rolfe. He reveals the unique advantages of this niche market, like the scarcity and competitive moat of mobile home parks, making them a desirable investment option. We discuss the potential impact of economic fluctuations, high-interest rates, and changing financing options on this industry and even with these challenges, how this could be a still viable option. Join us as we delve into the realm of alternative investing to talk about “Mobile Home Parks” a surprisingly lucrative option to invest and the of diversifying your portfolio.Frank Rolfe has been an investor in mobile home parks for almost two decades, owning and operating hundreds of mobile home parks during that time. He is currently ranked, with his partner Dave Reynolds, as the 5th largest mobile home park owner in the U.S., with over 250 communities spread out over 25 states. But it all began with one mobile home park, Glenhaven, in Dallas, Texas. With his success with Glenhaven, Frank continued to buy more mobile home parks, focusing on parks that had good locations but were terribly managed.Connect with Frank:Web: https://mhu.com/Show notes:[9:45] Affordable mobile home parks with low turnover [19:56] What to look for as a potential mobile home park investor?[27:12] Mobile home sector challenges and uncertainties[38:55] Rent control–the real issue[42:39] The future of mobile home industry[47:15] How Frank thinks outside the stock?[55:27] Rapid fire[62:44] How to get in touch with Frank[64:17] OutroThink 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/podcastCONNECT 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.

12/1/23 • 65:02

Have you ever wondered how the fluctuating relationship between gold and the US dollar could be your cue to make a lucrative investment in precious metals? In today’s episode, I am joined by Greg Allen. We talk about the cyclical nature of the gold market and gold’s role as a long-term hedge against inflation. Listen to the episode to learn why Greg thinks there is a better way to buy gold than buying coins. What precious metal may be a better option to buy than Gold? How can you purchase gold directly in your retirement accounts? Make sure you tune in before you start investing in precious metals.Greg Established Allenhouse Metals in Florida in 2017. He has steadily developed the company into a full-service precious metals firm. Allenhouse Metals specializes in the purchase, sale, and storage of physical gold, silver, platinum, and palladium as a registered dealer of Dillon Gage— the authorized purchaser for the United States Mint and many other government mints around the world. Connect with Greg:Email: greg@allenhousemetals.comWeb: https://allenhousemetals.com/Webinar: This Diwali: Think Outside The GOLD Coins Learn an alternate way to invest in gold, even within your retirement account.Surprising metal that may be a better choice than Gold!When: Tuesday 7th Nov at 6PM CSTRegister: https://bit.ly/passive_power_hourSpecial Diwali Gift: Get a special discount as a Think Outside The Stocks listenerSend "Think Gold" as a subject line to Greg - greg@allenhousemetals.com and receive a special discount.Show notes:[2:34] Fun facts about Greg[5:00] How he got into the gold investment[15:00] How does gold behave in the market cycle? [20:45] Gold value and inflation[26:06] Is this the right time to buy or sell gold?[28:45] Let’s dive deeper into the gold-to-silver ratio and what other precious metals are suitable to invest[33:10] The precious metal ranking[43:43] Which one to buy: bar, rounds, or coins?[49:35] How does Greg think outside the stocks?[51:04] Rapid fire[54:37] How to connect with Greg?[56:12] Outro 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/podcastCONNECT 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.

11/6/23 • 56:55

Nerd Alert! Be ready to take notes!This episode, Rob Beardsley, from Lone Star Capital, is going to give you so much wisdom about how loans are structured in syndicated real estate investments: who gets paid first when you, as a passive investor, get paid? Also, learn what the fees are and how partnership splits work for passive investors.Start learning the numbers behind Syndicated Real Estate so you can ask the right questions to the syndicated team and do your due diligence. Syndicated real estate is just not about using leverage of loans from lenders but leveraging sponsor expertise, too.Learn how to thrive amidst the tumultuous waves of the real estate market with our expert, Rob. With his rich experience in underwriting and capital structure, Rob throws light on key strategies like retaining capital, long-term property holding, and leveraging fixed-rate debt for maximum protection during downturns. Let's dissect the potential impacts on cap rates and net operating income in multifamily syndicated real estate.Who is Rob?Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $350M of multifamily properties. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions. He has written over 50 articles about underwriting, deal structures, and capital markets and hosts the Capital Spotlight podcast, which is focused on interviewing institutional investors.How to connect with Rob:Website: https://lscre.com/LinkedIn: https://www.linkedin.com/in/rob-beardsley/Show notes:[2:03] Three facts about Rob[3:09] What should we focus on in the current environment or market[6:57] Why multifamily is a good place to invest[13:03] Let’s talk about value-add[16:27] The fixed-rate cap[20:38] Capital stock and where are you positioned?[23:03] Mezzanine debt[25:08] How does Rob and his company get paid?[28:57] Acquisition fees—what to look for[29:56] What is a waterfall structure?[34:22] Dealing with multi-class deal structure[37:44] Different types of investors[40:09] 3 advises: what passive advisors should focus on[43:52] Final tips[44:04] Rapid fire[45:33] OutroThink 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/podcastCONNECT 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.

10/16/23 • 48:23

Here's to you and our 25th episode! We are sharing great news with you in this episode and appreciate your support so far.In this look back and look ahead episode, we also answer some commonly asked questions. So far, together, we’ve talked about the financial structure and real estate industry, from examining the pitfalls of 401Ks and savings institutions to discovering the potential of infinite banking strategies and commercial real estate investments. We've been privileged to host distinguished guests, including top-selling authors and fierce women leaders in the industry, and have been inspired by stories of people transforming their debt nightmares into successful rental portfolios. Join me in this milestone episode, where we elaborate on Think Outside the Stock’s two-fold approach that you can benefit from. Also, get to know what’s coming for you in future episodes. Again, my immense gratitude to each and every one of you!Join us LIVE with our Passive Power Hour: Learn, Connect and Grow Together with Think Outside The Stocks - http://bit.ly/passive_power_hourShow notes:[1:37] Celebrating podcast success and future plans[3:26] Let’s take a quick trip down the first 24 episodes[7:56] Who can implement the infinite banking strategy?[12:07] How can we help with the commercial real estate strategy?[13:25] Think Outside The Stocks pillars[15:37] Fund Model: blended performance[20:33] The AND asset[23:51] LIVE Education: Passive Power Hour[26:13] OutroThink 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/podcastCONNECT 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.

10/13/23 • 25:25

Are you ready to challenge your financial mindset and explore successful investment strategies outside of the stock market? Meet our guest, Caleb - a young real estate prodigy who started his journey at just 18 and built an impressive $9 million portfolio before his 25th birthday. His unique experience includes house hacking, dealing with a fascinating tenant base, and navigating the impact of the stock market crash on his family. This conversation delves into his multi-family real estate strategy and the scalability of his investments. Caleb also shares invaluable lessons on relationship building, mentorship, and the significance of diversifying and protecting wealth. Tune in for an insightful journey that will challenge your understanding of wealth and inspire you to think outside of the stocks.Caleb's entrepreneurial journey began at the young age of 18, and he has since built an impressive portfolio of assets under management. His ventures include overseeing 30 units in Albuquerque, New Mexico, since June 2022, as well as managing 16 units in Oklahoma City, Oklahoma, starting in February 2022. In addition, he has taken charge of 40 units in Las Cruces, New Mexico, since July 2022. Caleb also holds fractional partnership interests in multifamily and retail properties, including 176 units in Casa Grande, Arizona, since October 2021, and a 12,000-square-foot retail space in the same location since December 2021. In 2022, he founded Red Sea Capital and, in the preceding year, joined NK Development Group, where his expertise in capital and acquisitions helped the company grow to over 450 units in just two years. Caleb's overarching mission is to be a faith-based professional who is dedicated to serving investors and nurturing meaningful relationships within the industry.Learn more:Web: https://redseacapitalgroup.com/LinkedIn: https://www.linkedin.com/in/caleb-johnson-7b7300205/From Trial to Triumph podcast: https://apple.co/4885xvwShow notes:[2:27]  Three fun facts about Caleb Johnson[6:37] How Caleb started in real estate[9:06] The house hacking strategy[14:08] Caleb and his multi-family investment journey[18;26] Caleb's biggest learning[20:35] How Caleb thinks outside the stock[23:02] How to connect with Caleb[24:13] Rapid fire[28:26] OutroThink 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/podcastCONNECT 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.

9/11/23 • 29:47

Are you ready to get inspired and motivated to build wealth, be successful and live with purpose? In this episode, we sit down with Chad Sutton, a former NASA engineer who swapped his corporate ladder for a pursuit of financial freedom. From the high-pressure environment of General Electric to becoming the youngest financial-free team member of Quattro Capital, Chad takes us through his extraordinary journey, revealing the strategies he employed to balance a demanding corporate career with real estate investments. Tune in for an inspiring conversation that promises valuable insights on wealth-building and financial freedom. This isn't just a story about financial success; it's a story about purpose, philanthropy, and making a difference.Chad Sutton is a real estate investor, business leader and entrepreneur with a proven background in mechanical design engineering, property rehabilitation, variable cost productivity and product management as a science. Known for creative thinking, adaptability, cross-functional team leadership, interpersonal skills, and a commitment to professional excellence.Learn more about Chad and Quattro Capital:Web: https://www.thequattroway.com/LinkedIn: https://www.linkedin.com/in/chadhsutton/More ways to connect here: http://chadsutton.info/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/podcastCONNECT 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.

9/2/23 • 48:21

In this episode, we have a special guest, fondly known as First Lady of Lending, Julie Anne Peterson, the Senior Director of Old Capital, will share invaluable insights about real estate lending. Whether you're a seasoned syndicator or a first-time passive investor, learn what you should know about the loan on commercial real estate properties like multifamily. Learn what lenders look for so you can ask the right questions. By the end of this episode, you will have a comprehensive understanding of commercial real estate lending, how it works, and the essential factors lenders consider before providing a loan. Julie Anne’s expertise will help you understand and navigate the current market situation from lending terms and help you understand whether multifamily is still the right asset class to invest in. Tune in to learn directly from Julie Anne.Who is Julie Anne?Julie Peterson serves as a Senior Director for Old Capital. She is responsible for raising both debt and equity capital for commercial real estate projects throughout the nation. With 30 years of real estate transaction experience, Julie does not just source funds; she consults with her clients to help solve their immediate needs. She works with all types of income-producing real estate and at all levels of the “capital stack.”  Her clients are real estate entrepreneurs who depend on the many relationships they establish, and the relationship with their capital provider is no different. Transaction volume translates into knowledge. With knowledge comes certainty. Old Capital consistently ranks as one of the top-producing financial intermediaries in the nation, so your transaction benefits from the experience gained only through closing a substantial number of complex assignments. She allows you to leverage her knowledge into your business plan, along with providing a high degree of closing certainty. Her only objective is to secure the best possible financing solution at the lowest cost of capital.Julie is the ‘lender of choice’ to many new real estate entrepreneurs. She has a passion for your success!Learn more about Julie:Old Capital Conference: https://www.oldcapitalconference.com/Website: https://oldcapitallending.com/LinkedIn: https://www.linkedin.com/in/julie-anne-peterson-51a6603/IG: https://www.instagram.com/julieannepetersonoldcapital/?hl=enFB: ​​https://www.facebook.com/JPetersonOldCapitallending/Join Julie: https://www.dancinginvestments.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/podcastCONNECT 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.

8/26/23 • 50:27

How does cultivating the right mindset impact financial management and long-term success, and what insights can we gain from esteemed guest Trevor McGregor, a globally renowned success coach, as we explore topics such as imposter syndrome, relationship with money, overcoming setbacks, and more on this transformative journey?Who is Coach Trevor?Trevor McGregor is a globally renowned business success coach who is responsible for advising and mentoring Fortune 500 executives and household names such as The Tony Robbins Group and Joe Fairless.For 25 years, Trevor has helped entrepreneurs, business owners, and professionals shift from feeling worried, frustrated, and overwhelmed to growing their confidence and achieving phenomenal levels of success.Trevor works with some of the world’s top real estate investors, leaders, and even high-profile celebrities. One client, in particular, personally acquired more than $300 Million dollars in real estate assets in less than 4 years under Trevor McGregor’s guidance.Learn more about Coach Trevor:Website: https://www.trevormcgregor.com/Listen to his private podcast: https://www.trevormcgregor.com/podcastThink 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/podcastCONNECT 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.

6/23/23 • 54:23

Do you want to learn how to use Infinite banking as an AND asset for investing as well as a college education with a live example?In this episode of Think Outside The Stocks, I want to share my personal journey and strategy for implementing real estate syndications, passive investments, and the Infinite Banking strategy. I've gone through a transformation from being a passive investor to actively incorporating these strategies into my financial structure.When I first started my investment journey, I began with rental real estate. However, I faced some challenges and felt that there had to be a more passive investment option out there. That's when I decided to explore syndicated real estate. I stumbled upon the concept of Infinite banking, and I immediately saw the potential it had for creating a structured financial strategy. Initially, I was skeptical about the idea of using life insurance in this way. I evaluated and realized its merits before I implemented it. I believed in it so much that I made it my mission to educate others and help them implement it in a customizable way. Providing education first became a top priority for me, in this episode I continue the listener’s journey to illustrate how I have put Infinite Banking and Syndicated real estate strategies together to use in my family’s financial structure. I also explain how I harness the growth of expenses and use Infinite Banking for college education while investing the same dollar, a true AND asset. Instead of directly paying for my daughter's college tuition, I want to emphasize that my strategy is not investment advice. It's simply an example of how I personally implemented these concepts in my financial structure. I encourage all the listeners to consult with their own advisors to tailor these strategies to their own financial goals and circumstances. Each individual's situation is unique, and it's essential to make decisions that align with your specific needs and aspirations.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/podcastCONNECT 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.

6/6/23 • 29:20

In this episode, we discuss the importance of financial planning and how it can help you take charge of your finances. With the cost of living increasing, Infinite Banking with whole life insurance can be a valuable tool to protect your finances. Our guest is Kim Butler, an Author, Speaker, Coach, and the Founder of Prosperity Thinkers and Co-Founder of the Prosperity Economics Movement. Kim shares her expertise on insurance products and how to choose the best one to safeguard your assets. By the end of this episode, you'll have a better understanding of financial planning and the role insurance can play in securing your financial future.Who is Kim?Founder of Prosperity Thinkers, LLC, Kim Butler, has shunned common financial products such as stocks, bonds, savings accounts, and CDs in favor of creative life insurance strategies outside of the typical financial planning “box.”This money philosophy comes from the Prosperity Economics Movement, a non-profit organization co-founded by Butler, along with her husband, Todd Langford. The Prosperity Economics mission is to educate the public about “Wealth without Wall Street.”Kim’s work in the life insurance industry has been recommended by financial thought leaders and authors such as Robert Kiyosaki (Rich Dad, Poor Dad), Tom Wheelwright (Tax-Free Wealth), Garrett Gunderson (Killing Sacred Cows, The Wealth Factory), Michael Isom (Vault AIS™), and more.Kim hosts The Prosperity Podcast with the support of Spencer Shaw (PodKick). She has been interviewed by Kiyosaki, featured on “Let’s Get Down to Business,” has consulted with the Palm Beach Letters, and has been a guest on the popular Real Estate Guys radio show and many other podcasts and programs.Kim is also the author of six financial books, including the Amazon best-sellers, Live Your Life Insurance and Busting the Life Insurance Lies, plus the highly-reviewed Busting the Retirement Lies.Learn more about Kim:Website: https://prosperityeconomics.org/Get the game: https://prosperityeconomics.org/family-legacy-card-game/Grab a copy of her book, Perpetual WealthTo get started with your own Infinite Banking system or to learn if this is a right fit for you, schedule a 15-minute discovery call with Madhavi - 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/podcastCONNECT 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.

5/25/23 • 46:07

From initial skepticism to financial security—join me as I explain my journey and why I was astonished by the Infinite Banking system. Infinite banking can lead to an unexpected twist in your wealth growth journey, a two degree change in your financial trajectory now, that may lead to a completely different flight path. Get ready for a surprising revelation that will leave you questioning everything you thought you knew about a 150+ year old financial instrument that has survived even great depression and that was used by the wealthy of this country for 7+ generations . Welcome to Part 2 of how to make your money work hard in your own bank.In this episode, I delve deeper into the advantages of the Infinite banking system, an alternative savings strategy, for your LAZY money, solving the problem you probably didn't know you had...As someone who is passionate about helping individuals build wealth, I believe that the Infinite banking system offers a unique opportunity to maximize savings growth while providing protection and flexibility for individuals. This system provides tax-free compounded growth, contributions without limit,  high liquidity and easy access, allowing individuals to access their money for expenses, investments, education and more. Learn the Infinite Banking System, how it is structured properly in a nutshell, how to create the system, how to utilize it for different purposes most efficiently without interrupting the magic of compounding and what next steps for you to understand and implement it in your financial structure. I also share some historical evidence of individuals, such as Rockefellers, Walt Disney and JCPenney, who have utilized this system to their advantage in most trying times in their lives.  Overall, I encourage listeners to consider the Infinite banking system and utilize the available education to ensure full understanding and implementation to Grow, Preserve, Protect and Pass Generational Wealth.There is a reason why NOW is the best time to take action, listen in and learn why I say that. Wondering where to go from here? See if this is right fit strategy for you on a quick 15 minute call: bit.ly/callthinkBonus Offer:  Book a FREE 60-minute Strategy session today to understand how this can be implemented in your custom scenario. bit.ly/infinThink 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/podcastCONNECT 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.

5/17/23 • 36:29

Infinite Banking  is an out-of-the-box strategy, that you may have never heard of or understood completely.The goal of Infinite Banking is to use magic of compounding in your "savings" that are otherwise stagnant in a banking system.  Instead you can create your own banking system, as a source of liquidity and financing that is separate from traditional banks and financial institutions.Unless we understand our problems, it's difficult to understand the solution.In Part 1 of this segment,  I talk about the different problem areas when it comes to generational wealth. Is it growing or depleting? Is it truly safe and secure in the bank, or does it get easily affected by the banking system’s volatility and fluctuating interest rates? How about the tax leakages? Have you thought of exposure and asset protection? Are the limitations of contributions, access on tax-deferred qualified or educational plans helping you or harming you? Join me to ask yourself some thought provoking questions.In the next episode, I will continue talking about how Infinite banking system can create a tax-smart vehicle, to harness uninterrupted compounding year after year, help you with your goals from investments, educational expense to retirement and finally pass generational wealth. Let's start building a solid foundation that has certainty Vs volatility.  Let's start thinking about growing, preserving,  protecting and passing generational wealth, while utilizing it during our lifetime, with Infinite BankingThink 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/podcastCONNECT 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.

5/4/23 • 29:44

Multifamily is one of the most popular asset classes in commercial real estate. Apartments are said to be one of the easiest product types to understand without the complexities of long-term leases that can come with office, retail, and industrial properties. But what does the underwriting process look like, and how do you actually determine what a multifamily property is worth? In this episode, we talk all about multifamily underwriting with Author, Speaker, and Founder of Lone Star Capital, Rob Beardsley.Who is Rob?Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $350M of multifamily properties. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions. He has written over 50 articles about underwriting, deal structures, and capital markets and hosts the Capital Spotlight podcast, which is focused on interviewing institutional investors.How to connect with Rob:Website: https://lscre.com/LinkedIn: https://www.linkedin.com/in/rob-beardsley/Get Rob’s free underwriting model: https://lscre.com/modelGrab a copy of his book: https://amzn.to/43YSASRBook recommendation: Getting More: How You Can Negotiate to Succeed in Work and Life by Stuart DiamondShow notes:[2:14] How did Rob get into real estate?[3:36] What is underwriting?[4:44] What financial report does he get in terms of underwriting?[6:20] Their underwriting model[8:12] What are the key assumptions on the debt side of the model?[10:58] What are the three things one should look at in the debt structure?[12:44] Waterfall structure[15:34] Predicting expenses[17:45] Forced appreciation[19:21] Why is the cap rate important?[21:29] Cap rate expansion and why it matters in the market[25:37] What to focus on in conservative assumptions[34:15] How many properties does he underwrite to find the perfect investment?[35:00] How does Rob think outside the stocks?[36:27] Rapid fire[39:50] OutroThink 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/podcastCONNECT 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.

4/27/23 • 40:27

So far, with the Think Outside The Stocks podcast, you heard about how you can invest passively in Commercial Real Estate and set your cash flow on autopilot. But what really happens when the rubber meets the road? In this episode, we will talk about a Real Life Case Study with our strategic partner, Leslie Awasom, Director of Operations and Co-Founder of XSITE Capital Investment LLC.As a Healthcare professional, Leslie also highlights that despite healthcare jobs being among the highest-paying occupations in the U.S., like any job there is, it doesn’t come with a guarantee that you won’t lose that job when another financial crisis hits and your hard earned money in volatile investments like the stock market can put your retirement at risk. We talk about passive investing for healthcare professionals with a real-life case study of our first deal together with our guest to discuss:How we went through 300+ deals to find a needle in the haystack Why we liked this investment.Our Business Plan What actually happened  (including FIRE!)How passive investors stayed completely passiveWhy did we exit in 19 months instead of 5 years? How did we hit it out of the park and also save on taxes for our investors?Please note: past performance is not representative of future numbers. The projections and the returns are based on individual property, the market, and several other conditions. If you want to consider investing with guests on the show, please perform your own through partner and investment due diligence  Who is Leslie?Leslie is the Director of Operations and Co-founder of XSITE Capital Investment LLC.  He manages the company operations, market/data analysis, cash flow, and budget analysis. Leslie bought his first investment property in 2017 and transitioned to multifamily investing in 2019. Leslie is a also a trained Nurse Anesthetist. who lives in Hanover, Maryland. Leslie and the XSITE Capital team host a rapidly growing multifamily-focused meetup in Maryland, where they provide resources and add value to individuals interested in growing their wealth and changing their financial future.How to connect with Leslie:Website: https://xsitecapital.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/podcastCONNECT 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.

4/20/23 • 54:18

Welcome to part 2 of this amazing episode with the Founder and CEO of Grocapitus Investments, Neal Bawa. In this episode, we talk about why multifamily is still a good investment despite the recession, what other asset classes can people invest in, how Neal thinks outside the stock, and so much more. About Neal BawaNeal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $1 billion-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization.The Mad Scientist lives by two mantras. His first mantra is that “We can only manage what we can measure.” His second mantra is that “Data beats gut feel by a million miles“. These mantras and a dozen other disruptive beliefs drive profit for his 900+ investors.How to Connect with Neal:Website: https://grocapitus.com/LinkedIn: https://www.linkedin.com/in/neal-bawa/Check out his course: https://www.udemy.com/course/realfocus/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/podcastCONNECT 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.

4/14/23 • 28:30

Most people are initially hesitant when starting to invest in the stock market, real estate, or just investing in general. A significant part of their concerns – also one of the most substantial obstacles for most investors – is the fear of financial loss. Today we speak with a mentor and the Founder and CEO of Grocapitus Investments, Neal Bawa, also known as the Mad Scientist of the syndication world.Neal, with his unique perspective backed by data science, explains how investors can take a look at the problems like recession, high-interest rates, and inflation from a completely different perspective and ask themselves a question about how to approach investing in today’s challenging environment. With hope on the horizon, challenge your mindset with a conversation backed by data.Neal talks about what he does, how he started in real estate, why he believes in real estate over the stock market, and how he found success all through the data he collects. He also shares his unique real estate data methodologies to connect with data-driven investors who share his vision.About Neal BawaNeal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $1 billion-dollar multifamily portfolio as an ongoing experiment in efficiency and optimization.The Mad Scientist lives by two mantras. His first mantra is that “We can only manage what we can measure.” His second mantra is that “Data beats gut feel by a million miles“. These mantras and a dozen other disruptive beliefs drive profit for his 900+ investors.How to Connect with Neal:Website: https://grocapitus.com/LinkedIn: https://www.linkedin.com/in/neal-bawa/Check out his course: https://www.udemy.com/course/realfocus/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/podcastCONNECT 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.

4/14/23 • 30:46

What do you learn after investing in a real estate deal that almost costs you your company? It’s to make sure no one makes the same mistake you made. In this episode, we are joined by the Founder of Self Storage Investing, Scott MeyersHe talks about his journey in real estate and what made him get started in the self-storage business. He also shares his investing plans for 2023 and how he plans to educate more people about the ins and outs of investing in self-storage.Who is Scott?Scott Meyers is known as the Nation’s Leading Expert in the self-storage business. He has been the architect of dozens of extremely successful real estate transactions since he began his real estate career in 1993.Over the past several years, he and his partners have purchased more than 25,000 units totaling more than 4 MILLION square feet of self-storage across the country. And in the Self Storage Academy, they will show you exactly how they did it!Contact Scott:Website: http://selfstorageinvesting.com/LinkedIn: https://www.linkedin.com/company/self-storage-investing/FB: https://www.facebook.com/selfstorageinvestingIG: @self_storage_investingYT: https://bit.ly/3UbbBgtTwitter: @SelfStorageGuyShow notes:[3:20] How did Scott get started in self-storage?[10:30] Why is America the storage nation?[15:31] How many recessions has his self-storage business seen?[20:00] Why is self-storage a good investment during a recession?[24:05] Does he see himself going into the warehouse space?[26:28] What is Scott’s growth plan in 2023?[29:47] On the impact that he’s making[33:43] How Scott thinks outside the stocks?[36:38] Where to learn more about Scott?[37:24] Rapid fire[43:09] OutroThink 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/podcastCONNECT 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.

4/6/23 • 43:55