The REI Concierge Podcast

Tim and Lisa share updates on their RE journeys, discuss insights from author Morgan Housel (The Psychology of Money), and reflect on current trends  (if anything can be called a trend these days since it's all changing so fast!).Listen in and leave a review!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim & Lisa are thrilled to share this conversation with Foreign Service Officer, Eric Maldonado.Eric has recently begun intentionally expanding his RE investing portfolio and shares his journey with us.  After owning a condo in Miami for 25 years, Eric decided to take the next step.  He shares how he got interested in RE, the realization that he could invest while living and working in Sydney, Australia, and how he & his husband have managed the challenges that come with investing from afar!"When in doubt, zoom out," are Eric's words of wisdom that stay with us after having this conversation!  Eric claims he heard that wisdom from someone else, but we'll attribute it to him forever more!We believe in the power of the small and mighty RE investor and love sharing stories like Eric's.  Reach out if you are willing to share your RE investing story with us!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa talk with Lydia La Motta, Director of Engagement at Flock.  Lydia tells us all about the Flock Family of Companies in the Washington DC area.Flock includes Nest, a Boutique Property Management Company that focuses exclusively on Washington DC.  See a full list of the Flock Family here!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are thrilled to have Scott Sweitzer back on the podcast!Last time, Scott helped us understand closings and title attorneys.  Check out Episode 44 if you haven't yet heard it.This episode, we ask Scott to explain the basics of Estate Planning and setting up Trusts.  We really zeroed in on the foundation to help those of us who know the words "Estate Planning" and "Trusts" but don't really know how it works, or what we should do about it.This is very practical and we hope it'll be useful for all!Scott's websites:Prime SettlementPrime Estate PlanningConnect with Scott:LinkedIn: https://www.linkedin.com/in/scott-sweitzer-6a30135LinkedIn: https://www.linkedin.com/company/prime-settlement-incLinkedIn: https://www.linkedin.com/company/prime-estate-planningInstagram: www.instagram.com/primeestateplanningInstagram: www.instagram.com/primesettlementFacebook: www.facebook.com/PrimeSettlementFacebook: www.facebook.com/PrimeEstatePlanningConnect 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

Tim and Lisa discuss the signs of a market that's settling down a bit.  Lots to consider during this continued time of flux and transition.Keep in mind your options, be patient, don't panic.  This and more during our conversation today!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn 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, Lisa, & Jean chat about updates in their portfolios and RE investing journeys.  We can learn a lot from each other, hearing various strategies, identifying what we like or don't like, and getting new ideas!  Enjoy the show and let us know if we can support you in your own journey!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa talk with David Dodge, a real estate investor from St. Louis, Missouri.David Dodge is a St. Louis Real Estate Investor with over 18 years of experience. He first started investing in Real Estate when he was in college, at the age of 20 while attending the University of Missouri-Columbia. David specializes in Wholesaling Real Estate as well as using The BRRRR Method to acquire Rental Properties with NONE of his own money! He also LOVES teaching others how easy it is to learn how they too can wholesale Real Estate for huge profits & how they can use OPM to buy rental properties! David and his team have wholesaled over 750 houses to date and his company “House Sold Easy” averages about 5-10 wholesales a month. David also loves to fix-and-flip properties as well as add properties to his rental portfolio. David has over 90 rentals currently (over 20K in Cashflow) and he has a goal to take his rental portfolio to over 200 properties in the next 24 months. David is the Author of 3 books: “The Ultimate Guide to Wholesale Real Estate”, “The BRRRR Method” & “The 3 Pillars of Wholesaling Real Estate”. His podcast “Discount Property Investor” teaches people all about wholesaling real estate as well as tons of tips and tricks about marketing, landlording, rehabbing, and utilizing The BRRRR Method and now he is the newest Host & Coach over on the Wholesaling Inc Podcast too! Connect with David:WebsiteInstragram:  @DavidAlanDodge Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa are delighted to have Chad Carson back on the podcast!If you missed it, Chad first came and talked with us in Season 2, Episode 30.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.How You Can Connect With Chad:Contact Me Page (email)InstagramPinterest TwitterFacebookYouTubeLinked-InConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn 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 and Lisa talk with Investment Banker, Aryeh Sheinbein.Aryeh has decades of experience as an investment banker, hedge fund manager, entrepreneur, and financial advisor.  More about Aryeh:"My name is Aryeh Sheinbein. I’m the founder of Results Advisory consulting agency. I’m a trainer, consultant, and strategist that has 21 years of experience helping organizations improve their operations through digital marketing.I have a Bachelors of Science degree in Finance, I’m a graduate of the Training the Street program (Wall Street Excel Modeling), and have completed countless courses.I have worked with 10 of the Fortune 500 companies; numerous of them Fortune 100. I have also worked with more than 20 investment management firms that have, in aggregate, over $1 trillion of assets under management.I have been a board member and advisor to numerous start-ups that have gone public or sold to larger public companies. I am currently on the board of two non-profits.I understand business and my training has had a direct impact on thousands. I have helped start numerous companies from scratch and assisted large existing businesses to pivot and change major processes.I have led multiple projects of more than 100 people at a time and managed multiple million dollar budgets. Each instance, I learned things that helped the client or future clients.You can see my published work in PFM magazine, PEI, E-commerce Momentum podcast, and the Lion’s Den podcast."Connect with Aryeh:www.solutionadvisory.comwww.insidethelionsdenpodcast.comEmail: aryeh@resultsdrivenadvisory.com646-239-6168Twitter: @aryehsheinbeinInstagram: @aryehthebusinessmanLinkedInConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Jean discuss how to best manage a renovation project from afar.  These projects can be stressful but they are doable!  For others, this conversation will make Turnkey sound even more enticing! Reach out if you have questions and want some support for managing your renovation project.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com