The REI Concierge Podcast

Our guest today is Stephanie Wankel of New Heights Investment Group.Stephanie is an experienced investor, syndicator, and franchise owner.  Her experience in real estate investing began after a divorce and in the midst of a challenging season of life.  She didn't let that stop her, however, and her tenacity and resilience are evident throughout her story!Stephanie  is the founder of New Heights Investment Group, where she connects investors with experienced, strategic partners to invest in large apartment communities. She has spent several decades in software product development, as well as over 12 years actively growing and managing her real estate portfolio. It is her mission to share this information with other women to impact their lives for the better.  More of Stephanie's accomplishments:12+ years in real estate investing (buy and hold rentals, corporate rentals, vacation rentals, fix and flips, turnkey investing, large apartments and syndications).Over 2,200 units (over $230M) in portfolio assetsFrenzied to Financial Freedom Podcast for women entrepreneursCo author in Amazon Best Selling Book, "Success Habits of Super Achievers"Stephanie's Podcast: Frenzied to Financial FreedomTanya Salseth on Frenzied to Financial FreedomLisa Tilstra on Frenzied to Financial FreedomStephanie's Website: New Heights Investment GroupConnect with Tim and Lisa:Schedule a call with TimSchedule a call with LisaLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Our guest today is Brandon Hall, Founder of The Real Estate CPA Firm.Brandon started helping real estate investors make sense of their taxes through connections on BiggerPockets.  His work has now expanded to a Firm that provides full service accounting and tax services specifically for real estate investors all across the USA.The RE CPA's Four Services Pave Your Path to Growth:"Our specialty is our superpower: 80% of our advisors are real estate investors, and 100% are real estate investment experts. "After working with over 800+ investors, we designed four core services to meet the needs of growth-minded real estate investors like yourself."The RE CPA Firm provides:Advisory ServicesOutsourced AccountingTax Smart InvestorsTax PreparationRead more at The RE CPA Firm website.Connect with Tim and Lisa:Schedule a call with TimSchedule a call with LisaLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Our guest today is Dave Meyer, Vice-President of Data & Analytics at Bigger Pockets.Dave  has been a real estate investor since 2010, mostly in Colorado. He loves using data to inform his investing, and you can follow him at @thedatadeli on instagram where he shares the latest real estate data, news, and analysis.This is a fantastic conversation and you'll want to jump in right away!Find about more about Dave:BiggerPocketsLinkedInConnect with Tim and Lisa:Schedule a call with TimSchedule a call with LisaLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Our guest today is Adrienne Green.  Adrienne is a real estate agent and investor in Chattanooga, TN.  She and her team help out of town/state/country investors find and buy great investment properties in this beautiful small city in southeast Tennessee.  Adrienne and her husband have been building their real estate portfolio in various states over the past several years.  Starting off with renting out her basement, she's now built an amazing portfolio of long- and short-term rentals and loves helping other investors do the same.Reach out to us for a personal introduction to Adrienne!Learn more about Adrienne and her Team: Auburndale GroupFollow Adrienne on LinkedInAdrienne's YouTube ChannelTim & Lisa are guests on Adrienne's YouTube ChannelConnect with Tim and Lisa:Schedule a call with TimSchedule a call with LisaLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Our guest today is Lorenzo M. Wooten Jr., CCIM.  Lorenzo is informally know as "Tim's Flipper Friend."  On the official side, Lorenzo is a Senior Associate with Marcus & Millichap in Bethesda, MD, focused exclusively on representing sellers and buyers of investment properties throughout the Washington DC metro area. Lorenzo and his team have successfully completed numerous transactions across all commercial product types including mixed-use, multifamily, land for development and church sales. Lorenzo has continuously managed complex transactions such as zoning variances, challenges with TOPA, tenant issues, and providing financing solutions for his Developer clients. Lorenzo’s relationships, knowledge of the market and his twelve of experience in commercial real estate sales have made him one of the top agents in the area. Prior to joining Marcus & Millichap in November 2017, Lorenzo served as Managing Director with Keller Williams Commercial, and Team Leader of The Wooten Group since 2009. As Managing Director, Lorenzo oversaw all commercial real estate transactions including leasing and sales. The Wooten Group brokered over $32 million dollars in commercial real estate sales and leases from January 2015- August 2017. These transactions results made his real estate team one of the top commercial sales teams in Prince George’s county.  Lorenzo’s real estate career spans over twenty years including four years as a Loan Officer, five years as a Regional Manager with Fannie Mae and over ten years’ experience with real estate development. More about LorenzoConnect with Lorenzo on LinkedInBook recommendation by Lorenzo: Best Ever Apartment Syndication Book by Joe FairlessConnect with Tim and Lisa:Schedule a call with TimSchedule a call with LisaLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

This week Tim and Lisa discuss their unofficial notes on the housing market in the US.Largely inspired by David Stein of Money for the Rest of Us, we discuss the highlights of market that's cooling off somewhat, what signs indicate a 'crash' or 'major correction' likely isn't imminent, and ways to stay cautious if you're nervous about the unknowns.Listen in and let us know what you think!Catch David Stein firsthand here: Money for the Rest of Us Episode 357Connect with Tim and Lisa:Schedule a call with TimSchedule a call with LisaLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Our guest today is David Shaw, owner of West Florida Invest.  David has decades of investing experience around the world.  He's an expert on the West Florida market and shares his formula for wealth building through real estate: Debt x Time x Scale = Your WealthDavid's journey in real estate investing and sales started back in 2005. Having discovered what he felt was a unique buying opportunity in the South west Florida I-75 corridor, he began scouring the area for investments that fit his clientele's profile.    In the early days David was primarily involved in sourcing preowned homes that could be converted into reliable income producing vehicles. Hundreds of properties later, this continues to build wealth and provide positive cash flow for his clients.  As time went on, David evolved his business to include complete renovation and rehabilitation of preowned homes for his clients. David was able to take neglected homes and transform them into like new condition homes for a fraction of what a typical investor would spend to complete this task.  Thanks to the efficiencies enjoyed by renovating hundreds of homes a year, his trusted team is able to renovate to exceptional standards in record short timelines. Learn more about David and West Florida Invest: https://www.westfloridainvest.com/Reach out to Tim & Lisa for a personal introduction to David!Connect with Tim and Lisa:Schedule a call with TimSchedule a call with LisaLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Our guest today is Real Estate Investor and Author, Chad Carson.Chad is the author of Retire Early with Real Estate: How smart investing can help you escape the 9-5 grind and do more of what matters.  He's a featured contributor on the Bigger Pockets Blog and has been featured on sites and podcasts like MadFientist.com, SideHustleNation.com, 1500days.com,  The Radical Personal Finance Podcast with Joshua Sheets, and The Best Real Estate Investing Advice Ever Podcast with Joe Fairless.Chad shares his own journey from helping his parents with RE as a 10 year old to college football to  retiring early with his own RE portfolio.His focus on family and quality of life are inspiring.  Chad's motto is Do What Matters!This conversation is a great reminder to take stock of what matters most to you and figure out how to do more of it!How You Can Connect With Chad:Contact Me Page (email)InstagramPinterest TwitterFacebookYouTubeLinked-InConnect with Tim and Lisa:Schedule a call with TimSchedule a call with LisaLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Today, Tim & Lisa are excited to bring you this interview with active Air Force Fighter Pilot, Jason Hokaj.Jason is a new real estate investor and shares his journey of exploring real estate, taking the plunge, and lessons learned.  He's thoughtful and daring, careful and ready to go for a deal!Enjoy this conversation and learn valuable lessons from Jason's ventures into real estate investing from abroad!Connect with us:Schedule a call with TimSchedule a call with Lisawww.theREIconcierge.comThe REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible.  Learn more about how we help on our website.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Our conversation today is with Clay Malcolm, of Advanta IRA.  Clay is a Certified IRA Service Professional (CISP) and we have proclaimed him our self-directed IRA guru!This conversation involves alternative investments you can explore with your retirement accounts (traditional IRAs, Roth IRAs, health savings accounts, and more).  Real estate, cryptocurrency, and more.If you like to have more control of your investments, you'll find this episode fascinating and eye-opening.Clay Malcolm by email: CMalcolm@advantaira.com Advanta IRA website: https://www.advantaira.comConnect with us:Schedule a call with TimSchedule a call with Lisawww.theREIconcierge.comThe REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible.  Learn more about how we help on our website.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com