How Do You Know?

Matt Weigand discusses the importance of Fund accounting and why a third-party is the best way to keep up to date on your investments: Role of Fund AdministrationThe challenges and benefits of outsourcing fund admin ENsuring Data securityImpact of AI Regulatory landscapehttps://www.linkedin.com/in/weigandmatthew/

After a collegiate career at Stanford, Griff Whalen spent 7 years in the NFL where he played for teams spanning from the Patriots to the Raiders. Now, he owns his own real estate company. We discuss: Why invest in real estate? Learning from sportWho to count on for investment decisionsHow to avoid costly mistakesWhat he wishes he had during his time playingGriff’s investment portfolio Building a strong team

We dive deeper into the How to Create Passive Income & Financial Freedom, with Whitney Elkins-Hutten to learn more about how you can achieve a life doing what you want, when you want with who you want. 

Whitney is the founder of Ash Wealth Consulting and Director of Investor Education at PassiveInvesting.com. She hosts the Passive Investing Made Simple podcast and is a partner in $800M+ of real estate assets—including 6,500+ residential units, 2,200+ self-storage units, and more than $5M in fix-and-flipped properties. She hit a home run on her first deal and then nearly lost it all on her second deal. Yet, she climbed her way back up and now helps others create passive income and financial freedom for multiple generations. We discuss: Understanding the capital stackNavigating investor fears Do market cycles matter? The importance of debt in investments Lessons learned from rock bottom and bad investmentsClass A versus B versus C investmentsTop investment advice for her clientsSelf-leadership and time management Wealth protection and transferInvesting concepts to masterInvestment trends for future generationsValue-based spending vs budgeting Reach her at passiveinvestingwithwhitney.com

Brooklyn Holton is a three-time Team USA bobsled medalist, a professional women's footballer, a "30 under 35" award recipient in 2020 and now has her own business helping entrepreneurs. She discusses how she went from professional athlete to business entrepreneur and tons of tips and tricks for wealth building. Topics discussed include: Transition out of athleticsThe importance of financial literacy and tax strategyWho should consider EntrepreneurshipThe value of a structured business planCommon challenges businesses faceThe importance of systemsYou can find her at: https://www.firmfoundationscc.com/

We dive deeper into the "How to Time the Market and Macroeconomic Cycles" episode, with Mike Englund, to answer more detailed questions about the economy and taking into account market timing when making investment decisions. 

Mike is an economist whose work focuses on short-term macroeconomic forecasting and calculating quarterly GDP figures for the U.S. economy from incoming monthly source-data. We cover: Understanding the role of economistsThe Evolution of economic forecastingInvestment strategies: Market timing v long-term holdMarket behavior during market uncertaintyMonetary policy: mechanism & impact The risks of the national debtThe shift in economic stabilityUnderstanding fiscal policy & their impactCurrent macroeconomic trends & inflationInvestment strategies for individuals

We dive deeper into the "How Do You Know Who to Partner With" episode, with Chris Larsen to answer more detailed questions about the most important part of the due-diligence process - who the sponsor is and if you should trust them with your money. 

On this episode Chris Larsen shares his insights on the investment due-diligence process, in particular with regard to vetting the sponsor. After 18 years in the medical device industry, Chris dedicates his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years. He has experience in development, private-lending, distressed debt as well as commercial office, and syndications including assets across: multifamily, self-storage, hotels, mobile home parks, car washes and senior housing. Since 2016 he has been actively involved in over $1.5B of real estate acquisitions.Chris holds a B.S. in Biomechanical Engineering from Virginia Tech and a M.B.A. in Finance from the Pamplin School of Business. In addition to real estate, Chris was an All-American cyclist while in college and has held multiple state championships, podiums in national championships as well as top-10 in world championships during his cycling career. Chris lives with his wife, two boys (and Vizsla, Lucy!) in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offerWe touch on: Why vetting the sponsor is the most important aspect of due-diligenceThe importance of referencesCharacter, communication & attention to detailSeeking legal adviceWebsite: https://nextlevelincome.com/

We dive deeper into the "How to Underwrite an Investment Opportunity" episode (Part 2), with Hans Box to answer more detailed questions about the underwriting process and investment projections so that you can know what to look out for in investment projections.