Wealth Strategy Secrets of the Ultra Wealthy Podcast

Richard Coyne is a full-time Real Estate Syndicator and Real Estate Investor.  Richard formed JCLange and Company in 2016 to invest in Real Estate and later teamed up with Bill Zahler to form Park Capital Partners.  Park Capital Partners helps busy professionals achieve passive income by gaining access to the private real estate market through shares of syndicated Multifamily real estate investments. Richard's journey began when he realized ways to accelerate and build wealth by creating a disciplined plan for the long term. He discovered ways of how the wealthy are really investing and followed the path of the secrets of the ultra wealthy.  Richard walks us through the fundamentals of his foundation and how it is modeled to give back to the community. He shares with us not only what it means for a foundation to be successful but also some tactics that have been key in increasing value within investments. With a voice full of determination, Richard stresses the importance of education and action. He believes these two points will help you reach your destination. Don't miss out on this episode - it's one that needs to be shared! In this episode we discuss:  How Richard got into real estate and how it all started.  How are the ultra wealthy really investing?  The fundamentals of Park Capital Partners  What are some tactics Richard has employed to increase value?  Mr. Coyne’s accelerating wealth strategy advice.  Connect with Richard Coyne: Website: parkcapitalpartnersllc.com Linkedin: linkedin.com/in/richardjcoyne Email:  richard@parkcapitalpartnersllc.com Mobile: 404-245-9732 Podcast: The Road Less Traveled Show YouTube: The Road Less Traveled Show FaceBook: @ParkCapitalPartners Twitter: @ParkCapitalPartners   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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com   Get you FREE copy of the book here: https://holisticwealthstrategy.com/   

Wayne Courreges leads the investment lifecycle and investor relations for CREI Partners— a multi-family investment firm focused on SE United States.  His current projects include a 98 unit build to rent development in Lafayette, LA and recently went under contract for 101 units in Houston, TX.   Over Wayne’s 15 year commercial real estate career, he has worked closely with dozens of real estate professionals executing their property repositioning plans of over $60M. Wayne earned his MBA from the University of North Carolina Kenan-Flagler Business School and served in the U.S. Marine Corps.   In this episode, Wayne shares the interesting and inspiring story of his origins and how his curiosity led him to owning his first rental property at a young age. He uncovers his background in commercial real estate, passion in leading teams, and desire to increase his investors and team’s wealth. Wayne explains the importance of property asset management and how it is the process of maintaining and improving the value of a property portfolio. It involves activities such as monitoring performance, making renovations and improvements, and carrying out marketing and tenant retention strategies. Mr. Courreges emphasizes on how creativity can increase value and attractiveness to residents and shares tips on what really matters to residents. Tune in this week as we chat with Wayne Courreges about how to make your property management more efficient! In this episode we discuss:  Wayne’s background and origin.  Wayne’s first rental property and the lessons he learned along the way.  What it takes to create effective asset management.  How to build creative ways to increase value and attractiveness to residents.  Wayne’s piece of advice to accelerate your wealthy strategy.  Connect with Wayne Courreges:  https://www.creipartners.com https://www.creipartners.com/ebook/  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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com    Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Logan Freeman is co-Founder and Principal of FTW Investments and serves as the Chief Development Officer. Logan has facilitated over $150M in real estate transactions. Mr. Freeman is an advocate for affordable housing and works closely with many organizations in helping to end homelessness in Kansas City. Understanding how to “do well by doing good” is Logan's motto and has made it his “why” for doing business. Logan's entrepreneurial journey is an inspiring one! He demonstrates the true spirit of entrepreneurship that has been driven through hard work and self-education. He shares his outstanding transformation and how he overcame the challenging conventional mindset that led him to new opportunities.  He has a unique understanding of the needs and wants of sophisticated investors enabling him to effectively support individuals and organizations along their investment journey. He covers the many details of the current market and what assets he focuses on.  Logan’s story will guide you on your journey towards success as it has done for him - just listen closely because he shares some valuable insights about reaching higher levels in business or investing with confidence that only someone who has been there can truly understand.  In this episode we discuss:  Where it all began for Logan and how he got into real estate.  Logan’s amazing transformation and mindset.  Personal wealth strategy that Logan believes in.  What is new in the market, what assets the FTW focuses on and what is the buy back.  Mr. Freeman’s way of accelerating your wealth trajectory.  Social Media/Website Links: Website: https://ftwinvestmentsllc.com/ LinkedIn: https://www.linkedin.com/company/ftw-investments/ Instagram: @ftwinvestments 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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com   Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Kevin L. Day is one of the leading estate planning and international asset protection planning attorneys in the United States. He was a university academic administrator for eight years, a law professor at the doctorate level and a law school Dean of Students, before going into private practice.  Mr. Day is very active in both business and community affairs. He was a member of San Diego's International Affairs Board and has served as a delegate on many economic and trade missions.  Kevin’s words are known to inspire and motivate audiences, with his expertise in asset protection he shares the ever-changing world of finance, he dives deep into asset planning for entrepreneurs and high net worth individuals.    He takes you through the different types of strategic trusts and their advantages. He explains the different trusts that you can use as an investor to protect your assets and how these trusts have the bulletproof result you would want to have.   Kevin's interview is one to keep in your books. He has great intuition for your wealth protection!  In this episode we discuss:  Kevin’s background and how he got to where he is today.  The proactive way of looking at asset protection.  What is the roadmap to asset level protection? How do you architect the right asset wealth strategy?  Domestic Trust Vs. Offshore Trust.  How does Kevin accelerate his own wealth and the counsel he has for you!  Connect with Kevin Day:  Email: kevin@trespday.com  Phone: 858-755-6672 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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com   Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Pete Snell is a disciple of Jesus. Husband. Father. Growth Fixer. Mountain Bike Crash Magnet! In collaboration with King's CEO Jay Young, Peter focuses on prioritizing the lens of the partner and scaling the business. Peter's role centers on the disciplines of Partner Relations, Strategy, Marketing, and Sales. He founded and led a company through 2.3X average annual growth for 3 consecutive years, served as Co-creator and Lead Fundraiser of the Robert W. Campbell Award. Personally closed $339M new business revenue in a 5-year span, led 2 different sales teams to above-annual-quota performance. Pete takes us through the ins-and outs of investing in a King's fund that specializes in Oil & Gas funds - that provide depreciation against active (W2) income, monthly passive income, and significant upside potential.  Investing in oil and gas is a smart move for savvy investors. With the ever-increasing global demand, this is a huge opportunity to be on the right side of capitalizing on energy production and will create multiples on your money at exit and also produce strong passive income. What's even better? Pete and Dave review the complete business model and assess risks so you can invest in this unique opportunity alongside Pantheon & King Oil. You won't want to miss this episode! Pete uncovers the lucrative upside investing in Oil and Gas as well as the most significant risks. The information in this episode is sure to help you navigate through all the aspects of a successful investment in this space.  In this episode we discuss:  How Pete got into the space of investing  How to offset your active (W2) by investing in oil and gas  The ideal O&G business model with tax efficiency, passive income, & lucrative upside The biggest risks to this asset class Pete’s perspective on personal development & the King Oil values If you are interested in investing in this opportunity and are an accredited investor please be sure you have signed up to our investor club at: https://pantheoninvest.com/investor-signup/  to receive all the details. Connect with Peter Snell:  UpsideOG.com KingOperating.com 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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com   Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Dan is one of the managing partners with PassiveInvesting.com which is a national passive real estate investing firm based in the Carolinas. He has led his real estate syndication company to acquire 4,200+ units with a portfolio valued over $1 Billion with just over 1,750 investors active in those assets. Mr. Hanford is also the founder of the Multifamily Investor Nation (#MFIN) where he provides free multifamily education to a nationwide group of over 40,000 members. He also has one of the most popular apartment investing podcasts on iTunes called “Multifamily Investor Nation” where he only interviews active multifamily investors that have closed a deal in the last 12 months. Dan was on our show today where he opened up about his journey from chiropractic clinics to building a real estate firm with over $1billion in assets! He uncovers the story of how being stuck in a job made him feel like there wasn't any room for growth, but then again entrepreneurship is all adrenaline. Dan was not just able to build this empire but also have control over his tax strategy where he emphasizes the importance of depreciation to get him to a tax rate of zero! He has been able to use depreciation, an accounting term for the wear and tear on your assets over time that reduces value in comparison with what they would have been worth. Dan's story is one of hard work, dedication and perseverance. His advice on how he achieved success and the lessons learned from his journey is sure to make you want for more! In this episode we discuss:  Intro into Dan’s journey from Chiropractic to Passive Investing  Methodologies Dan uses to track and organize his goals  How to Utilize particular tax strategies  The power of Bonus Depreciation  Dan’s passive investing business, where it is today and how he creates impact  Hanford’s golden advice and lesson for your next wealthy strategy  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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com   Get Your Ticket: www.MFINCON.com  Be sure to include your promo code, which will give your network $200 OFF the ticket price. Your PROMO code: PANTHEON  Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Byron Elliott is a Founding Partner of 3 Pillars Law and the Chief Vision Officer of REI Keyholder Limited. He is an experienced attorney and business owner who has supported real estate syndicators through acquisition, due diligence, closing, entity formation and private equity offerings. As Chief Vision Officer of REI Keyholder, he provides direction on the investment strategy for the organization, delineates roles and responsibilities of team members, creates strategic partnerships, and interacts with public officials. The idea of syndication has been a hot topic in real estate for years. But what does it really mean? Byron dives deep into this subject and gives his insights on how syndication works!  He explains how an investor must raise money for bigger projects if they want more exposure on the investment side of things - which will allow them to get involved early enough before prices go up even higher! Byron stresses the importance of really understanding how taxes work and being mindful about all of your capital sources. With tons of great questions, we wrapped our show with Byron! We're glad to have had him on the podcast as he provided us with in-depth information about real estate syndication strategies!   In this episode we discuss:  Details of syndication and its strategies.  Key points of due diligence as an LP investor.  Byron’s personal wealth strategy and the lessons learned.  Mr. Elliot’s piece of advice on how to accelerate your wealth.    Connect with Byron Elliott: https://www.3pillarslaw.com/ (Law Firm Link) https://reikeyholder.com/ (Real Estate Investment Company) https://www.facebook.com/TheLoftsatOrecchio/ (Current Historic Building Project) https://www.facebook.com/WestcliffeOutpost/  (Multi-use Project)   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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com   Get you FREE copy of the book here: https://holisticwealthstrategy.com/   

Wes Barefoot is a passionate entrepreneur with extensive experience in franchising. Wes brings years of experience as both a franchisee, as well as working with Franchisors, where he’s worked across a variety of operational, management and franchise development roles.  With today’s talk, you are going to learn everything that is needed for creating a successful franchise business. You will hear about how Wes found success in the franchising space and went on to help others with their own franchise ventures! Wes uncovers the world of franchising and walks through his journey - how he found ways to diversify his income. He enjoys consulting and helping entrepreneurs understand franchising models, pros and cons, as well as strategies to become successful. The world of franchising is vast, with many different options to choose from. Wes breaks down the best way for you to find your perfect franchise and guides where it makes sense to start out in this industry.  If you are interested in creating a turn-key side hustle to generate more income to invest or you want to quit your corporate job and go all in, check out this episode!  In this episode we discuss:  What is a franchise model and how would you operate it?  How can franchise ownership contribute to a comprehensive passive strategy.  The structure of owning a franchise.  Identifying exit plans and strategies.  What it takes from a capital perspective to own a franchise.  Wes’ Wealthy Strategy practice that yielded him the best results.    Connect with Wes Barefoot:  Path To Freedom website: http://path2frdm.com Path To Freedom Podcast: https://path2frdm.podbean.com Spotify:https://open.spotify.com/show/2wBfhACa6fflSCnwvuMsWr?si=1c7d9c81d34940ec Apple: https://podcasts.apple.com/us/podcast/path-2-freedom/id1505372686   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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com  Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions! Brett is passionate about educating high net worth individuals in capital gains tax deferral with a Deferred Sales Trust; to divest from a business, cryptocurrency, highly appreciated stock, primary residence or investment real estate and gain freedom from feeling hostage! Brett's story is one of hard work, dedication and personal transformation. He discusses how he overcame the challenge to get where he is in life. He shares what it took in order to achieve this transformation, including opening up about some tough moments where things got really dark before turning them around with hard work and dedication!  DST is a revolutionary way to sell your assets that will leave you feeling empowered and in charge. When Swarts talks about the DST process, he's not kidding - he explains how installment sales are coupled with business trust that are fused together to give a seller an opportunity to lend instead of selling directly.  The true freedom that Brett had found is something to marvel at. He shares his insight on what true freedom is for him, not only financial but rather time and energy. His advice to every investor deserves attention because it's incredible! In this episode we discuss:  What drove Brett to fall in love with real estate.  What is DST, who does it work for and what are the benefits of it.  What is 1031 exchange?  Brett’s philosophy on Wealth Strategy and what it means to him personally.  Brett’s incredible advice for every investor. Connect with Brett Swarts:  https://www.facebook.com/capitalgainstaxsolutions/  https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA https://www.biggerpockets.com/users/BrettSwarts https://www.instagram.com/deferredsalestrust/ https://www.linkedin.com/in/brett-swarts/ https://twitter.com/1031option www.capitalgainstaxsolutions.com    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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com  Get you FREE copy of the book here: https://holisticwealthstrategy.com/ 

We had the distinct pleasure of having Hunter Thompson join us on this week’s show. Hunter is a full-time real estate investor, and founder of Asym Capital. Since founding Asym, Hunter has helped more than 400 retail investors acquire over $150,000,000 of mobile home parks, self-storage, retail, office, ATM machines, and cryptocurrency assets.  Hunter talks about how his investment thesis was formed in 2008 and his last straw moment that shifted his thinking from paper assets to real assets.  We discuss living a life of abundance and the multi-dimensional nature of real assets.   Hunter also shares his personal success story and  how commercial real estate has exceeded other asset classes. He also goes into detail on what it takes for you to take back control of your own personal economy so that you can live with growth, abundance & inspiration! Hunter's eyes light up when he talks about the vision and purpose of his life that eventually led him towards starting an enterprise which teaches other entrepreneurs how they can achieve their goals and successfully raise capital!  In this episode we discuss:  Hunter’s journey and how real estate started for him  What’s the motive behind Hunter’s asset portfolio  What does asymmetric risk mean in the world of investing  The state of the current economy  Hunter’s piece of advice on how to accelerate your wealth strategy Another amazing episode for you to add to your library and take control of your personal economy!  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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com   Get you FREE copy of the book here: https://holisticwealthstrategy.com/