Wealth Strategy Secrets of the Ultra Wealthy Podcast

Zach Haptonstall, is the Chief Executive Officer and Co-Founder of Rise48 Equity, which has completed over $1.5 Billion dollars in transactions in just 3 years since it was founded in 2019. Rise48 Equity now has over 100 full-time employees in Phoenix.  Zach has been a licensed Real Estate Agent in Arizona since 2016. He is also an official member of the Forbes Real Estate Council, a Directors Council Member of GPEC, and is a #1 Best Selling Co-Author of “Success Habits of Super Achievers. Zach talks about his journey and his initial necessity to pay off his bills which led him into work that wasn't satisfying or rewarding. He aspired to have freedom from time constraints which seemed hopeless until a lightbulb went off - building wealth through passive income! Today Zach is on fire with his entrepreneurial journey and shares his successful strategy to getting to $1.5B in assets under management.  diversifying his wealth and uncovers the current market. He also shares insights on the current market trends in the Phoenix market for multifamily and how they are adjusting to preserve strong returns for investors.  Meet Zach and learn how the real estate industry led him to develop skills while building confidence in himself as well! You'll be able to learn some of the secrets behind his success and his market predictions for 2023!    In this episode we discuss:  Zach’s background and his inspiring story.  Zach’s inspiring Billion Dollar by 40 goal and comprehensive wealth strategy.  What Zach is doing with Rise48 Equity today.  The current market and 2023 predictions.  Biggest insights from Zach’s book and his piece of advice! Connect with Zach Haptonstall:  www.rise48equity.com   zach@rise48equity.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/ 

Ben Fraser is responsible for capital markets at Aspen Funds, a macro-driven alternative investment firm, having raised $100MM+ from investors over the past several years.  Ben has experience as a commercial banker and underwriter, as well as working in boutique asset management. Ben is a contributor on the Forbes Finance Council. He is also a co-host of the Invest Like a Billionaire™ podcast. Ben reveals the many benefits of investing in alternative assets, and how it can help you build your wealth through tax efficiency and predictable cash flow! He doesn’t only uncover the principles of investing, he also shares the massive benefits of different asset classes and their opportunities the ultra wealthy have been implementing for decades.  Opportunities like investing in oil and gas support another macro trend, with the lack of supply paired with long term global demand and the lack of infrastructure to meet the demand.  Mr. Fraser shares some insights on the benefits of investing in this asset class and further shares his perspective on the current inflationary climate.  You'll learn everything you need to know about macro economic trends and alternative assets with Ben, don't miss out on this fueled episode!    In this episode we discuss:  Ben’s background and journey to how it all started.  Ben’s principles of investment.  Oil & Gas trends and what you need to know to invest.  Insights on the current inflation environment.  Fraser’s piece of advice to accelerate your wealth.  Connect with Ben Fraser:  https://aspenfunds.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://a.co/d/8tzcBtk  Email: info@pantheoninvest.com    Get you FREE copy of the book here: https://holisticwealthstrategy.com/   

Christopher Nelson is an experienced technology executive (2 x IPOs), real estate investor, author, and the Principal and co-founder of Wealthward Capital.  Wealthward Capital is a real estate investment firm with a diverse portfolio of over 3,000 multifamily units, mobile home parks, and ATMs.  Christopher shows technology employees how to achieve financial independence through education and creating passive income portfolios. He is currently editing his book, “From No Dough to IPO”. In this episode Christoper shares his story of how past mistakes have taught him to implement an accelerating mindset for building wealth and creating value with what he’s learned along the way. “The biggest lessons are always found in our failures” says Christopher, sharing how his journey to financial freedom has been fueled by distilling failures.  Christopher has found the perfect niche in mobile home parks. He shares his knowledge of how these businesses are made for cash flow and he explains how they diversify your income. Don’t miss this episode to incorporate Nelson’s powerful advice into your daily routine so you can build an extensive income stream!    In this episode we discuss:  Christopher’s journey to successful IPOs.  The value found in learning experience and the education of the ultra wealthy. Asset class and current market of Mobile Home Parks.  Nelson’s personal wealthy strategy and ways he accelerates his wealth journey.  Connect with Christopher Nelson:  www.thrivecommunity.fund  www.wealthward.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/ 

In 2012, Reed Goossens quit his job in Australia and moved halfway across the globe to the US to change his life, and to chase a dream. With limited funds, no investing experience, and no credit, Reed went from purchasing a small duplex to growing his own real estate investing firm, RSN Property Group. Reed now syndicates large multi-million dollar deals across the U.S.; he has now achieved financial freedom and taken control of his life. Reed is also the host of the successful podcast, Investing in the U.S., wherein he invites other distinguished real estate investors and entrepreneurs to speak with him about their success and help guide other investors who want to successfully invest in the U.S. He shares his story about how he went from working for other companies to leveraging opportunities that led him to passive investing. He describes his journey saying "it's okay if you take small steps as long as you’re moving forward The entrepreneur shares his insights on the state of entrepreneurship and how he's expanding nationally. He also talks about what markets are important for him, as well as some strategies that have helped him sustain it.  You'll learn more from this session than you could imagine - listen closely because there are tons of take aways! In this episode we discuss:  Reed’s background, family & moving to the States.  His vision and what drove him to multifamily.  Where is RSN today?  The current market and the strategies to remain an active investor.  One practice that yielded the biggest results for Reed.  Connect with Reed Goossens:  www.reedgoossens.com  www.rsnpropertygroup.com info@reedgoossens.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/ 

Jason Yarusi is the founder of Yarusi Holdings with his wife Pili. They have acquired $100M in real estate across 1100 Multifamily Units since 2017. He is an avid ultra runner and workout enthusiast. Hosts The Multifamily Live Podcast and The Jason and Pili Project (podcast).  Jason is also the founder of the New Jersey Multifamily Live Club with over 2,000 members that focuses on Real Estate Syndication and Multifamily Investing and trains others on the success formula for buying apartment buildings.  Jason opens up about his journey into entrepreneurship that spanned starting and exiting multiple businesses in the past 15 years. His family construction business was the start to where he is today and how his success has elevated.  The multifamily industry is a challenging and rewarding one. It takes patience, innovation skills, strategic thinking to be successful in this business and Jason has proven to do so!  Jason's wealth strategy is a personal and professional success story that will inspire you. He shares how he improved himself as an individual, which gave him the strength to take on bigger challenges in his business. He is a motivator and guide through the perils of personal success, who achieves professional goals with self-awareness. In this episode we'll hear from Jason and his insights that will empower your life! In this episode we discuss:  Jason Yarusi’s personal and professional background. His pieces of wealth strategy and multifamily approach.  The incredible athletic journey and determination.  His strong mindset to being an amazing husband, father and entrepreneur.  Connect with Jason Yarusi:  www.yarusiholdings.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/ 

Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $300M of multifamily real estate. 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. Rob shares how he was raised in a family full of real estate professionals, but his love for numbers led him down an altogether different path--underwriting! His interest in numbers grew so intense that led him to his own success.  He tells us about how he learned underwriting - which led him to create an inspiring book and the benefits of this powerful strategy.  Rob breaks down the process of how to determine if an opportunity is worth pursuing, and provides some handy tips for getting a good deal. The process of underwriting can be a difficult one, but it's imperative to ask the right questions. Rob outlines some key considerations for ensuring that any new proposals or projects will stand out from others in their field and get merit-extra points towards being successful.  The underwriting strategies are just around the corner with this amazing episode. Don't miss on the principal details - I know you won’t regret it! In this episode we discuss:  Rob Beardsley’s roots in real estate and how it started  The difference between active and passive investments The process of underwriting  Key questions to underwriting  Biggest insight from Rob’s multifamily underwriting book  Connect with Rob Beardsley:  Link: www.lscre.com for free UW model download.   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/ 

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/