Wealth Strategy Secrets of the Ultra Wealthy Podcast

Dave Wolcott
undefined
Nov 8, 2023 • 41min

Growing Your Ideal Wealth: Mastering Residential Real Estate Investment Strategies

Today, we have a truly fascinating guest with us, Mr. Axel Meierhoefer. Axel's journey from a retired Air Force officer to a successful business owner and real estate investor is truly inspiring. He started his entrepreneurial journey in 2005, focusing on consulting, employee skill development, and program management, showcasing his passion for education and helping people become successful. With dedication and strategic decisions, he has managed to develop a residential real estate portfolio worth about $2.5 million, and it's still growing. Axel has accumulated a wealth of knowledge and valuable lessons along the way, and he's here to share those insights with our audience. In this episode, we talked about the key aspects of Axel's journey, specifically his transition into real estate investing, particularly residential real estate. Axel's research indicated that owning tangible assets, like residential real estate, was the most advantageous path for building wealth and securing a comfortable retirement.  He also shed light on what turnkey real estate investing means and how it can be a game-changer for investors seeking a more hands-off approach to real estate. He also shared his experiences, strategies, and the benefits of investing in residential properties, providing invaluable advice to those looking to follow in his footsteps. Join us in this episode to learn from Axel Meierhoefer's personal wealth journey, his extensive expertise in real estate investing, and the secrets of building wealth through tangible assets! In this episode, we discuss: The potential for long-term wealth accumulation through residential real estate. The benefits of a hands-off approach to real estate investment. How an LLC can streamline the management of real estate investments. His personal experiences and strategies in the residential real estate market.   Connect with Axel Meierhoefer:  Website: https://idealwealthgrower.com/  Email: support@idealwealthgrower.com  Facebook: https://www.facebook.com/idealwealthgrower/  Instagram: https://www.instagram.com/idealwealthgrower/  Linkedin: https://www.linkedin.com/company/ideal-wealth-grower  Youtube: https://www.youtube.com/channel/UCvZRy6092XyFWW9bhCbIt4Q  Mindset Manual (Start goal-setting the right way!) https://bit.ly/FREEmindsetmanual  Hesitant to make the first step? Let's have a call- it's free! https://bit.ly/talk-to-us-atIWG  Listen to free investing strategies  https://idealinvestorshow.com/about-us/    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 
undefined
Nov 1, 2023 • 59min

Mastering Your Mind: Unleash Your Hidden Potential for Life-Changing Transformation

Today we have an incredible guest who is truly a master in the world of high-performance coaching and wealth strategy. Trevor McGregor is joining us, truly his knowledge and experience is nothing short of remarkable. With over 35,000 hours of coaching experience, Trevor has worked with clients including Fortune 500 executives, high-level real estate investors, and world-class athletes. They all seek out Trevor for one reason: life-changing transformation. He's a true expert in unlocking hidden potential and helping individuals achieve more success, wealth, freedom, and contribution than they ever thought possible. In our conversation, Trevor emphasized the immense power of coaching in harnessing your potential. With his extensive experience, he highlighted how mindset and taking action can provide a structured path to success, helping individuals to break through their limitations and achieve their most ambitious goals. He also discussed the importance of self-discovery and how identifying and harnessing your unique strengths and talents can lead to unprecedented success and fulfillment. He shared practical strategies for unlocking one's true power and achieving extraordinary results. In this episode, we discuss: The early challenges in his life and how it became a pivotal moment to his transformation Trevor's core mission of helping individuals realize their hidden potential Strategies for self-discovery and harnessing unique strengths and talents Actionable steps in creating valuable habits to master your life path    Connect with Trevor McGregor: Website: https://www.trevormcgregor.com/  Podcast Subscription: https://www.trevormcgregor.com/podcast   Contact: https://www.trevormcgregor.com/contact-us  Linkedin: https://www.linkedin.com/in/trevor-mcgregor-93375862/?originalSubdomain=ca    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/   
undefined
Oct 25, 2023 • 38min

From Marketer to Multifamily Mogul: John Casmon's Winning Insights and Strategies

In our latest episode, we had the pleasure of hosting John Casmon, a distinguished real estate entrepreneur with an impressive track record of partnering with busy professionals to invest in over $100 million worth of apartments. He Co-Founded MidWest Real Estate Networking Summit, a must-attend event for anyone serious about multifamily real estate. John's journey into multifamily real estate is nothing short of remarkable, and during the show, he shared invaluable insights into how anyone can leverage this investment strategy to build wealth while pursuing your passions. His podcast, Multifamily Insights, has become a valuable resource for those looking to delve deeper into multifamily real estate. In our engaging conversation, John walked us through his transition from the corporate world to becoming a full-time real estate investor, shedding light on the challenges he faced and the strategies he employed to overcome them. One of the key takeaways from this episode was John's role as a consultant for active multifamily investors, where he helps them start or grow their businesses. He generously shared some of his most effective techniques for scaling up a real estate investment business, and how to identify and capitalize on opportunities in the multifamily market. John Casmon's journey from marketing guru to multifamily real estate magnate was a true inspiration for anyone looking to explore this investment avenue! In this episode, we discuss: His transition from a career in corporate America to becoming a full-time real estate investor The power of multifamily real estate as an investment strategy and wealth-building tool Targeting the midwest market and it’s current demographic Strategies and tips for identifying and capitalizing on multifamily investment opportunities   Connect with John Casmon:  Website: https://casmoncapital.com/  Linkedin: https://www.linkedin.com/in/john-casmon-7942454/  Podcast: https://casmoncapital.com/podcast  Facebook: https://www.facebook.com/casmoncapital  Instagram: https://www.instagram.com/casmoncapital/  Youtube: https://www.youtube.com/channel/UCXOupf9--oWUmmg3RiIzXZQ  Twitter: https://twitter.com/Casmon_Capital    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/   
undefined
Oct 18, 2023 • 48min

Redefining Riches: Garrett Gunderson's Journey to Financial Empowerment

In this episode, we had the privilege of hosting Garrett B. Gunderson, a financial expert and founder of Wealth Factory, whose passion lies in dispelling financial myths and helping hardworking business owners achieve prosperity and peace of mind. Raised in rural Utah with a family history of struggle and resilience, Garrett's mission is to empower self-made business owners with the financial tools they need to build lasting wealth.  This led to the creation of Wealth Factory, a company committed to helping individuals recover leaking money, connect with financial experts, and establish structures for both immediate wealth and a lasting family legacy. In our conversation, Garrett shared his remarkable journey from his blue-collar roots in a 4th generation coal mining family to becoming a renowned "financial genius" in entrepreneurial circles. He also touches on the money myths that most people fall into and how bad financial mindset can affect the way you look at wealth. Garrett's dedication to passing on his knowledge and values to his children fuels his drive to innovate new financial tools and technologies that benefit small business owners and entrepreneurs, emphasizing that legacy encompasses more than just wealth—it's about values and contributions. Tune in on this enlightening journey to financial empowerment and legacy building with Garrett Gunderson! In this episode, we discuss: His personal journey experiencing financial struggles to paving his way to success Learning and mastering his path to financial independence The importance of financial belief system and money mindset  Expert tips and insights from the "financial genius"   Connect with Garrett Gunderson:  Website: https://garrettgunderson.com/  Take the quiz: https://garrettgunderson.com/quiz  Books: https://garrettgunderson.com/books  Facebook: https://www.facebook.com/garrett.gunderson/  Youtube: https://www.youtube.com/c/garrettgundersonTV  Linkedin: https://www.linkedin.com/in/garrett-gunderson-651359b3/ Company Website: https://wealthfactory.com/  Instagram: https://www.instagram.com/wealth_factory/  Twitter: https://twitter.com/wealthfactory_    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/   
undefined
Oct 11, 2023 • 27min

The Asset Management Maestro: Gary Lipsky's Guide to Strong Operations and Blueprint for Real Estate Success

In this podcast, we had the privilege of having Gary Lipsky, a true real estate entrepreneur with an impressive focus on Multifamily Syndications. Gary has an outstanding track record, having successfully acquired over 3000 units with a total value exceeding $250 million. As the host of the Real Estate Investor Podcast, Gary is passionate about educating fellow investors by interviewing real estate experts and providing valuable insights into the real estate landscape. Gary's commitment to knowledge sharing doesn't stop there—he has spoken at numerous conferences, inspiring and educating countless individuals in the real estate domain. In our conversation, Gary delved into the critical realm of asset management, emphasizing its pivotal role in real estate investments. He stressed the importance of a robust asset management strategy in maximizing the potential of acquired properties. He also highlighted the significance of meticulous planning, proactive maintenance, and strategic value-add initiatives to enhance property value and overall returns. His insights shed light on how effective asset management can turn a good investment into a great one, showcasing the power of optimizing operations and making informed decisions to create a successful  real estate portfolio. In this episode, we discuss: Gary's entrepreneurial ventures and diverse experiences His real estate journey in acquiring 3000+ units with a total value of $250MM Current market perspective and data-based decision making His expert insights in asset management The importance of planning and having control in the real estate industry   Connect with Gary Lipsky: Linkedin: https://www.linkedin.com/in/gary-lipsky/  Website: https://breakofdaycapital.com/  Podcast: http://www.breakofdaycapital.com/podcasts  Email: info@breakofdaycapital.com  Facebook: https://www.facebook.com/breakofdaycapitalinvesting  Instagram: https://www.instagram.com/breakofdaycapital/  Youtube: https://www.youtube.com/c/BreakofDayCapital    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 
undefined
Oct 4, 2023 • 34min

Golden Opportunities: How Investing in Gold Can Supercharge Your Wealth Journey

Today, we had the privilege of hosting Kevin DeMeritt, an internationally renowned expert in business and economics, specializing in financial markets and interest rate changes. Kevin's keen insights and strategic foresight have consistently driven value for both his clients and the companies he's been involved with throughout his illustrious career. Kevin began his international banking career at WFI Corporation, where he laid the foundation for his extensive knowledge and expertise. Utilizing his analysis indicating gold as a safe haven for investment, he founded Lear Capital in 1997, which has since grown to become one of the nation's largest precious metals companies.  In this conversation, Kevin shared valuable insights into navigating financial markets, managing funds, and leveraging precious metals as a strategic investment. You will gain invaluable knowledge about economic trends and the importance of being proactive in the ever-changing financial landscape.  His perspective on economic trends and the interplay of geopolitical events provided a comprehensive understanding of the financial landscape that will give you actionable insights to optimize your wealth management endeavors.  Stay until the end of the episode for Kevin’s special announcement to kickstart your journey on precious metals investing! In this episode, we discuss: Insights on financial markets and their intricacies His personal investment thesis that proves effective in this current market trends The interplay of geopolitical events and financial cycles The importance of knowledge and information in precious metals investing The step by step process in strategically investing in Gold   Connect with Kevin DeMerrit: Linkedin: https://www.linkedin.com/in/kevin-demeritt-49216814  Company Website: https://www.learcapital.com/  Website: https://www.kevindemeritt.com/  Claim your free guide: https://lear.biz/gold   Facebook: https://www.facebook.com/LearCapital  Youtube: https://www.youtube.com/user/Learcapital  Twitter: https://twitter.com/leargold  Contact: 800-314-0723   Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 
undefined
Sep 27, 2023 • 48min

Data-Driven Real Estate Revolution: Insights from the Mad Scientist of Multifamily, Neal Bawa

Today, we had the privilege of hosting Neal Bawa, a true technologist and luminary in the world of real estate, often hailed as the Mad Scientist of Multifamily. Neal is not only a sought-after speaker in the commercial real estate domain but also a master of data analysis, process optimization, and outsourcing. Neal is the CEO and Founder of Grocapitus, a distinguished commercial real estate investment company that thrives on data-driven strategies. Looking ahead, Grocapitus is poised to add another 1,500 units to their portfolio within the next 12 months. Neal's expertise and visionary approach to real estate investment truly exemplify the secrets to success in wealth strategy. Through concrete examples and case studies, Neal showcased how this analytical approach has been a cornerstone of his success in managing a massive $1 billion-dollar portfolio and driving returns for investors. In this episode, Neal shared that leveraging data and analytics isn't just a strategy, but a mindset that guides decision-making in the real estate industry. By meticulously measuring and analyzing data, investors can optimize operations, enhance efficiency, and drive profitability within their portfolios. In this episode, we discuss: The success behind 2023 Location Magic - Best Cities for Real Estate Investing What Mission 10K is all about His current economic outlook, inflation and deflation Perspectives in investing in the energy sector and the years ahead for sustainable energy   Connect with Neal Bawa: Facebook: https://www.facebook.com/navraj.bawa  Facebook Group: https://www.facebook.com/groups/MagicOfMultifamily  Linkedin: https://www.linkedin.com/in/neal-bawa/  Website: https://grocapitus.com/  Email: info@grocapitus.com   Multifamily University: https://multifamilyu.com/?fbclid=IwAR2KBR2nsAov8brxnUJVl2jRE2qY7EgZi_p4reahHHns-L2TwlF6lkD-ahQ  Grocapitus Website – https://www.grocapitus.com Free eBook: Location Magic – https://multifamilyu.com/lp/location-magic-ebook/ Join Our Investor Club – https://multifamilyu.com/club Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/   
undefined
Sep 20, 2023 • 45min

Accessing Untapped Potential in Your IRA: A Deep Dive into Self-Directed IRAs with Carl Fischer

Today we have a remarkable guest with us, Carl Fischer. Carl is not your typical real estate developer. With a degree from Cornell University, he embarked on his career in the 1970s as a rocket scientist at the Kennedy Space Center in Cape Canaveral, Florida. It's not every day that you meet someone who has transitioned from the world of rocket science to the world of real estate. But Carl's story is one of adaptability and innovation. Fast forward to today, and Carl is one of the founders and principals of CAMA Self-Directed IRA, LLC, doing business as CamaPlan. With over 20 million dollars in real estate transactions under his belt, Carl has certainly made a mark in the industry. His real estate portfolio spans both commercial and residential properties, including real property, notes, and mortgages. One of the core themes of this conversation revolved around self-directed retirement accounts, a niche but powerful tool for wealth building. Carl stressed the importance of understanding how IRAs and 401(k)s can be self-directed to invest in a variety of assets, including real estate. He shared practical insights into the benefits and intricacies of these accounts, which can offer individuals greater control over their financial future. This episode is a deep dive into the world of self-directed retirement accounts, real estate investing, and the intersection of technical knowledge with financial acumen. Carl’s unique journey, coupled with his commitment to education and helping others achieve financial independence, will leave you with a wealth of knowledge and inspiration. In this episode, we talked about: Exploring the concept of self-directed IRAs and 401(k)s. Enhanced Qualified Retirement Plan and Self-directed IRAs Strategies for using retirement accounts to invest in various assets, including real estate Leveraging investments while maintaining tax advantages Unrelated Business Income Tax (UBIT) and how it works Connect with Carl Fischer: Website: https://www.camaplan.com/  Linkedin: https://www.linkedin.com/company/camaplan/  Personal Linkedin: https://www.linkedin.com/in/camaplan/  Contact: https://www.camaplan.com/contact-us/  Facebook: https://www.facebook.com/camaplan  Youtube: https://www.youtube.com/camaplan1  Instagram: https://www.instagram.com/cama_plan    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/   
undefined
Sep 13, 2023 • 46min

Investor 10X Journey: The Growth Path to Unlocking Endless Wealth with Mark Hutchinson

Today, we have a truly exceptional guest joining us, Mr. Mark Hutchinson. Mark is a seasoned executive with over four decades of experience as an entrepreneur and investor. His journey through investing, entrepreneurship, and alternative finance advisory has shaped him into a respected authority in these fields. Mark's dynamic career, filled with triumphs and setbacks while building and scaling businesses, has provided him with a unique perspective on alternative wealth strategies and becoming a better investor. His diverse experiences make him an invaluable source of insight and guidance in wealth building. In this episode, we'll explore how Mark's journey led him to a personal revelation in the aftermath of the 2008 financial turbulence—the IBC concept. Since then, he has been dedicated to reshaping his clients' financial views and uncovering hidden truths that can help them achieve financial success. Mark's commitment to financial education shines through in his fervor and the referrals he receives from satisfied clients. His wealth of knowledge and experiences will provide you with valuable insights into alternative wealth strategies, entrepreneurship, and the importance of continuous financial education.  In this episode, we discuss: His four decades of experience in the steel industry and insights from steel fabrication and industry climb Lessons learned from his entrepreneurial endeavors How Infinite Banking Concept (IBC) can secure financial futures Mark's commitment to educating and empowering people with knowledge and insights from his years of experience Examples of how alternative wealth strategies can work in practice Connect with Mark Hutchinson: Website: http://www.livingbenefits-life.com/  Website contact: https://www.livingbenefits-life.com/contact-8  Email: livingbenefits@mail.com  Contact number: (518) 409-1595   Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/   
undefined
Sep 6, 2023 • 35min

Unlocking Real Estate Riches: Corey Peterson's Insights to Multifamily Mastery

Today we have an incredible guest joining us, Corey Peterson. Corey is the CEO and Founder of Kahuna Investments, a name synonymous with real estate success. With a career spanning 13 years in the multifamily arena, Corey's expertise shines as he shares how he's acquired over $225 million in real estate assets nationwide and raised a staggering $95 million in private equity. But that's not all, Corey's impact goes beyond his impressive portfolio. He's a bestselling author with books like "Copy Your Way To Success – Standing on the shoulders of Giants" and "Why the Rich Get Richer," which offer invaluable insights into his journey and strategies.  In this compelling episode, Corey dives deep into the secrets of his remarkable success. He opens up about his multifamily journey, starting from his early days and the pivotal moments that ignited his passion for real estate. Corey shares how he harnessed his determination to build Kahuna Investments from the ground up, acquiring over $230 million in real estate assets across the nation. One of the key takeaways from this conversation is Corey's emphasis on passive investing. He elaborates on how he strategically partners with passive investors to create thriving apartment communities that offer both stable cash flow returns and long-term capital appreciation.  Corey's insights into the art of building these partnerships and nurturing a win-win environment for all parties involved offer a blueprint for those aspiring to make their mark in real estate. In this episode, we discuss: Corey's early days in real estate and pivotal moments His strategic approach to achieving both stable cash flow returns and long-term capital appreciation. The power of strategic partnerships Expert advice and actionable strategies to excel in Multifamily Connect with Corey Peterson: Free book: Text the work “book” to +480 500 1127 Website: https://kahunainvestments.com/  Linkedin: https://www.linkedin.com/in/corey-peterson/  Facebook: https://www.facebook.com/kahunacashflow  Instagram: https://www.instagram.com/kahunacashflow/  Podcast: https://open.spotify.com/show/7rXm0lP3DelWI6I6yhHidD    Connect with Pantheon Investments:  Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/   Website: www.pantheoninvest.com   Podcast: www.pantheoninvest.com/podcast   Facebook: https://www.facebook.com/PantheonInvest   Instagram: www.instagram.com/pantheoninvest   LinkedIn: https://www.linkedin.com/company/pantheon-invest   Twitter: https://twitter.com/Pantheon_Invest    Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ   Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1   Email: info@pantheoninvest.com     Get your FREE copy of the book here: https://holisticwealthstrategy.com/

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app