The Smart Real Estate Coach Podcast|Real Estate Investing

Lara Markel has been in the real estate field for 15+ years. Beginning her career as a residential REALTOR®, she specialized in helping first time buyers to achieve their dream of homeownership by using down payment assistance programs and creative financing. She won many awards, including Rookie of the Year and Top Producing Team. An opportunity led her to commercial real estate where she worked as a private capital multifamily sales specialist helping in the acquisition and dispositions of apartment buildings. She had success across diverse types of multifamily properties. Transactions ranged from 6-unit beach properties to large, 100+ unit affordable housing developments requiring complex deal structuring and financing. During that time, she worked for several top commercial real estate brokerages and was a cofounder and partner of a boutique multifamily sales brokerage company. Going back to her roots in residential real estate, Lara now invests in single family homes using lease purchases and owner financing. She is passionate about solving problems and creating win-win situations for both Buyers and Sellers. By combining honesty and integrity with creativity, she seeks to structure transactions that provide sellers with the best possible outcome and works closely alongside buyers to give them the time and resources they need to qualify for financing. What you’ll learn about in this episode: How Lara initially got started in real estate shortly after college, and how she discovered the significant profitability of multifamily deals How Lara and her family relocated to Tennessee and Lara connected with the Smart Real Estate Coach team and Chris Prefontaine Why Lara chose to go into single family despite her past experience in multifamily, and how she has found a new degree of success How Lara is able to find constant support at all levels within the Wicked Smart Community and from Chris and his family team What thought process Lara experienced prior to joining the Wicked Smart Community that helped her decide to jump in with both feet and commit Why Lara has set the goal to do around twelve deals per year, and how she navigates work and family life What steps Lara takes to find balance between her occupation and her home life, and how she explains what she does to her five year-old daughter What advice Lara has for anyone who is feeling stuck, afraid, or looking to make a major life or career transition Why Lara is committed to her real estate investing and doesn’t see it as a get-rich-quick scheme, and why she believes the hard work is worthwhile Resources: Website: http://investinginppl.com/ LinkedIn: www.linkedin.com/in/lara-markel-0981794/ Facebook: www.facebook.com/InvestinginPPL Resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Rock Thomas is the World’s #1 Whole-Life-Success Expert, bestselling author, and host of the #IAmMovement Podcast. From farm boy to real estate and business guru, mentor and self-made millionaire, Rock has studied one-on-one with the world’s best teachers — Tony Robbins, Jack Canfield, Wayne Dyer, Robert Herjavec and more — on his mission to inspire others to create their best life, on their terms. His Goalcast video alone was viewed by over 100 million people. Using tools and strategies that are proven, Rock now teaches people how to create financial freedom by leveraging their purpose and passions to live not just a successful life, but a fulfilled one. Founder of the #IAmMovement, he is known as the man who redefines lives. What you’ll learn about in this episode: How Rock’s work ethic growing up on a farm in Canada helped him power through early challenges when he got into real estate, and what key lessons he learned from mentors How Rock helps people address, deal with, and break through their limiting beliefs, and why being self-confident and excited by your life and work is vital Why success in any aspect of your life requires hard work, tenacity, commitment, dedication and caring Why working out and eating right can improve your energy, and why having more energy than the people around you is a secret to success Why many people struggle to find and understand their purpose and feel truly powered up by all aspects of their lives Why helping and serving others is the best way to break out of your own depression or challenges, and why it is important to spend 30 minutes a day on personal development Why having a focus is important to pull you away from the negativity that can be found everywhere in the world today How Rock’s M1 mastermind group is designed to support, encourage and challenge participants What common, shared traits Rock has recognized in successful people related to their sense of urgency and decision-making Why surrounding yourself with the right peers and mentors who can see your greatness can help you break through your own limiting beliefs Resources: Website: www.SmartRealEstateCoach.com/rockthomas Website: https://rockthomas.com Website: www.gom1.com Rock Thomas’s #IAmMovement Podcast: https://rockthomas.com/podcast/ LinkedIn: www.linkedin.com/in/rockthomas/ Facebook: www.facebook.com/RockThomasOfficial/ Twitter: @rockthomas Instagram: @rockthomas Additional resources: Website: SmartRealEstateCoach.com/traction Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

David Ritcher is on a mission to help stressed entrepreneurs who are frustrated with not knowing their numbers and not making a profit. David cleans up their books, interprets their numbers for them, and implements a system that will increase and prioritize their profits–this leads to being less stressed, confident in their numbers, and the ability to make the profit they need to accomplish their vision. He has been in the real estate investing world specifically for the last six years. He has served on the leadership team of real estate investing companies doing over 300 deals a year between wholesaling, fixing and flipping, lease optioning, and turnkeying properties. He has sat in all the real estate investing seats from acquisitions, dispositions, property management, project management, transaction coordination, accounting, etc. He speaks real estate investors fluently, has no debt in his business or his personal life, and practices all the principles and actions he teaches. For him to continue to consistently grow and help others, he read over 50 books a year. What you’ll learn about in this episode: How David got his start in the real estate business How Simple CFO Solutions is changing the lives of entrepreneurs in the real estate industry What Simple CFO Solutions is doing to help investors know and grow their cash flow Why your mindset about your numbers is one of the biggest obstacles to your success in real estate The regimen that keeps David’s personal life aligned with his vision for success How mentorship has played a key role in David’s ability to flourish in his real estate career Resources: David’s book in audio format and ebook format–email: lessstressmoreprofit@gmail.com Apply for services: https://simplecfosolutions.com/apply/ https://simplecfosolutions.com/recession-proof-business/ https://simplecfosolutions.com/services/ Website: simplecfosolutions.com LinkedIn: https://www.linkedin.com/in/david-simple-cfo/ Facebook: https://www.facebook.com/thesimplecfo/ Resources: LIVE Event September 16-18, 2020: www.qlslive.com SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Chris is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He’s also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990s and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000s included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and “raise the roof” projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they’re in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. What you’ll learn about in this episode: Why the actions you take today will directly impact your success in the next year and beyond, and why terms is the most adaptable niche in real estate How becoming an authority in the terms niche will allow you to easily adapt and will help you leave your competition behind Why you are the biggest thing holding yourself back from success, and how to overcome that mindset Which past and future episodes of the Smart Real Estate Coach podcast can help you master your mental game and maximize your success in the coming year and beyond Why being the authority in your market is the key to attracting business, and how to take our powerful Be The Authority course How being a part of an amazing, supportive community can help you overcome your challenges, deal with frustration, and keep you moving even when you want to quit What five things you can do to give yourself a 100% guarantee of success, regardless of the obstacles and challenges you’ll face Why cost, uncertainty, lack of self-confidence, hesitation, challenge, and time shouldn’t be factors holding you back from diving into the terms niche How a 1994 disaster and the 2008 crash impacted Chris and his family business, and how he overcame his anxiety, stress, worry, and fear to rebuild stronger than ever Why your peer group that you spend time with will determine every aspect of your future, and why winning the mental game is the key to changing your direction Resources: You Are the Placebo: Making Your Mind Matter by Dr. Joe Dispenza: https://amzn.to/35EzC8c Be The Authority course: https://predictiveroi.com/be-the-authority/ Keith Cunningham’s Keys to the Vault website: https://keystothevault.com/ Book a free strategy call with Chris or Zach: http://smartrealestatecoach.com/action/ Past Episodes of the Smart Real Estate Coach podcast to revisit: Ed Mylett in Episode 190 of the Smart Real Estate Coach podcast: https://smartrealestatecoachpodcast.com/podcasts/ed-mylett/ Dr. Amanda Barrientez in Episode 121 of the Smart Real Estate Coach podcast: https://smartrealestatecoachpodcast.com/podcasts/dr-amanda-barrientez/ Stephen Woessner in Episode 85 of the Smart Real Estate Coach podcast: https://smartrealestatecoachpodcast.com/podcasts/stephen-woessner/ Stephen Woessner in Episode 147 of the Smart Real Estate Coach podcast: https://smartrealestatecoachpodcast.com/podcasts/stephen-woessner-3/ Mark Willis in Episode 124 of the Smart Real Estate Coach podcast: https://smartrealestatecoachpodcast.com/podcasts/mark-willis/ Clint Coons in Episode 185 of the Smart Real Estate Coach podcast: https://smartrealestatecoachpodcast.com/podcasts/clint-coons/ Thriving In Chaos miniseries from the Smart Real Estate Coach podcast: Thriving In Chaos episode one, featuring Chris Prefontaine: https://smartrealestatecoachpodcast.com/podcasts/solocast-14/ Thriving In Chaos episode two, featuring Brett Gilliland: https://smartrealestatecoachpodcast.com/podcasts/brett-gilliland-02/ Thriving In Chaos episode three, featuring Clate Mask: https://smartrealestatecoachpodcast.com/podcasts/clate-mask/ Thriving In Chaos episode four, featuring Kevin Harrington: https://smartrealestatecoachpodcast.com/podcasts/kevin-harrington/ Thriving In Chaos episode five, featuring Don Yaeger: https://smartrealestatecoachpodcast.com/podcasts/don-yaeger/ Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Since 1999, professional real estate investors, Steven Jack Butala and Jill DeWit, built a $24m land resale empire completing close to 16,000 transactions without incurring any debt or leverage. In 2015, they co-founded Land Academy to share their experience and provide access to professional-level tools for like-minded investors at all stages of their careers. To date, they have produced more than 1,000 podcast episodes and provided over 500 hours of live webinars, all in the name of education through sharing their transaction experience. What you’ll learn about in this episode: The when, how, and why behind Steven and Jill’s decision to get into the land niche Why rural, vacant land is a great place to look for someone who wants to start a career in real estate investing or add it to their current strategy Why it is so important to know your numbers cold in any niche The structure of Steven and Jill’s team and how their organization operates How the global pandemic has impacted Steven and Jill’s niche in real estate investing Typical challenges that prevent students from achieving the same success Steven and Jill have When it’s time to make the leap from sole decision-maker to hiring a team member Resources: Website: LandAcademy.com NeighborScoop.com ParcelFact.com HouseAcademy.com LinkedIn: https://www.linkedin.com/in/steven-butala-39853916/ https://www.linkedin.com/in/jill-dewit-9936b148/ https://www.linkedin.com/company/land-academy/ Twitter: @TheLandAcademy Facebook: https://www.facebook.com/landacademy/ Resources: LIVE Event September 16-18, 2020: www.qlslive.com SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Frank Patalano is a former school teacher who has built enough passive income to work on Real Estate full time. He is a full time real estate investor who has primarily focused on buy and hold residential investing. Before selling some units recently, Frank was a part owner in about 60 units in Rhode Island. He also enjoys syndications (in 5 other states), and has dabbled with development/construction, some commercial, and some private lending. As a former educator, educating others is a top priority. Frank currently does that as a member and leader in the Rhode Island Real Estate Investors Group and as a co-host of theCashFlowKings, a real estate podcast. Frank also help others through his VA business, RealAgentHelper.com. What you’ll learn about in this episode: How Frank’s career began as a full-time teacher before he began investing on the side without his family’s knowledge How Frank’s entry into real estate investing started as a place to park his money, and how he slowly transitioned to investing as his primary career Why education and networking have been the main drivers of Frank’s deals and the backbone of his portfolio How Frank intentionally keeps a variety of investments in many different markets but doesn’t just take every deal Why Frank is a big fan of creating partnerships to do deals, and how he has formed a virtual group to do deals during the pandemic What big mistakes and challenges Frank has made during his career, and what lessons he learned from them Frank shares the details of a big win he achieved, fixing up a property, renting it for a few years, and then selling it for a huge profit How Frank and his group have been adjusting to the realities of pandemic, including successfully pursuing an eviction through Zoom What key daily activities and habits Frank follows to help him stay in the right mindset and achieve his goals Why Frank finds great value in real estate, and how he has had many mentors over his career that have made a lasting difference to him Resources: Website: www.cashflowkings.com Website: www.realagenthelper.com LinkedIn: www.linkedin.com/in/frankpatalano/ LinkedIn: www.linkedin.com/company/thecashflowkings/ Instagram: www.instagram.com/thecashflowkings/ Facebook: www.facebook.com/patalano1 Twitter: @ribuy Additional resources: LIVE Event September 16-18, 2020: www.qlslive.com Website: SmartRealEstateCoach.com/traction Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Terry White, President & CEO of Sunwest Trust, has been working in the real estate & investment world for 35+ years, and he’s got the expertise to prove it. After graduating with a degree in Accounting and working as a controller for a local title company, Terry launched a small escrow company, which quickly gained a reputation for being honest, hardworking and fair. In 2003, Terry took his success a step further and formed Sunwest Trust, Inc. Headquartered in Albuquerque, New Mexico, Sunwest Trust, Inc. was founded on the principle of offering clients real-world solutions to all of their self-directed IRA and escrow management needs. Today, Sunwest Trust, together with Sunwest Escrow, serves its clients as both escrow agent and IRA custodian for Individual Retirement Accounts. Terry has led Sunwest Trust with one goal: to provide outstanding service to each and every client by listening to them and learning exactly what they want. His passion lies in educating investors to build their own self-directed IRAs, customized to fit their needs and financial goals. When he’s not in the office, Terry enjoys fly fishing, biking, traveling with his wife, and spending time in Colorado. What you’ll learn about in this episode: How Terry’s first job out of college was working at a title company, and how that led to his career in the escrow business Why Terry’s favorite niche he has worked in within real estate investing is buying and brokering cashflow contracts How Terry made the transition to a buy-and-hold portfolio, and what properties are currently within his portfolio Why many investors don’t realize you can invest your custodian-directed IRA into anything except life insurance and collectibles, including real estate What caveats and pitfalls to watch out for when using your IRA to invest in real estate, and how to safely navigate those issues Why so few people realize they can use their IRAs for almost any type of investment, and why this is a real missed opportunity for investors Terry shares a big real estate investing mistake he made in the past, and he shares the important lesson he learned from the costly error What major life and business wins Terry has experienced, including selling his trust business in February of 2020 right before the global pandemic outbreak What strategies Terry would recommend for new investors just entering the real estate market to hit the ground running Why Terry sees too many new investors try to save money during their first few deals by not hiring experts, and why this is a critical mistake Resources: Email Terry for inquiries: info@sunwestescrow.com Website: www.sunwesttrust.com/smartrealestatecoach Website: www.sunwesttrust.com/ LinkedIn: www.linkedin.com/in/terry-white-ceo-sunwest-trust-inc-8982a86/ LinkedIn: www.linkedin.com/company/sunwest-trust/about/ Facebook: www.facebook.com/SunwestTrust Twitter: @sunwesttrustira Additional resources: LIVE Event September 16-18, 2020: www.qlslive.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Bob Prefontaine is Chris’s father and the patriarch of the Prefontaine family. He served in the US Air Force from 1959-1962 before inheriting and further growing a company which he named Preco. In 1991, Bob sold his company to one of the largest welding supply distributors in the country. In 1992, he purchased Skaff Cryogenics, and in 2018, he sold all three of the business entities he owned at that time and retired after a long and successful career. Steve Prefontaine is Chris’s brother and started his career at Quaker Oats as a regional sales manager and then Kraft General Foods, before changing gears and working with Bob at Skaff Cryogenics from 1995 to 2018 as Vice President and a partner in the company. What you’ll learn about in this episode: How the Prefontaine family has always worked well together, and how Bob decided to bring his son into the family business What the experience of working for the family business was like for Steve, and how Steve decided it was worth taking a significant pay cut to work for his dad Why Bob and Steve believe making the jump to full-time real estate investor is absolutely worth the risk, and how doing so changed their lives How Bob identified opportunities in his career by recognizing the needs of others and finding a way to meet those needs How Bob and Steve overcame starting out at negative $50,000 in their first month at one of their businesses to build the company up to a $6.3 million year What steps Bob and Steve took to rebound from negative revenue, and how they lifted each other up during the tough times How Bob and Steve built up their business strategy with frequent, in-the-moment check ins and daily recaps Why owning real estate and then leasing it back to his business was an important component of Bob’s success How Bob and Steve realized it was time to sell the company, and why it was such a difficult but necessary decision Why the rapidly changing landscape of the business environment was the important push that made Bob and Steve decide to exit the business Resources: LIVE Event September 16-18, 2020: www.qlslive.com SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS

Chris Arnold is the co-founder of COSA Investments, one of the largest wholesale companies in the DFW Metroplex. COSA is operated and managed by a US virtual team, which has allowed Chris to run his company while living in Tulum, Mexico. He is also the founder of Arnold Elite Realty, a cutting-edge boutique brokerage team consisting of seasoned agents. His passion for coaching and mentoring entrepreneurs has led to the creation of The Multipliers Mastermind. Most recently, Chris has launched his REI Radio coaching program. This program is designed to teach real estate Investors the Marketing stream that everyone knows about, but NO ONE is doing! What you’ll learn about in this episode: How Chris initially got into real estate in 2005 at just 25 years old, how he built a boutique brokerage, and how he then transitioned into fix-and-flip and wholesaling How Chris took his business into a virtual space, and why creating a company with freedom of location was his primary goal How the global pandemic outbreak accelerated the team’s move into virtual space, and what creative solutions the team developed Chris gives an overview of his goals and plans for The Multipliers Mastermind and his REI Radio project Why Chris believes entrepreneurs can benefit from moving to a virtual business, and what suggestions he has to offer to accelerate your transition Why Chris calls radio “the marketing channel everyone knows about but no one is using,” and how radio can be powerful and effective for real estate investors How Chris and his team have refined their system over ten years to be completely easy and plug-and-play How to gain access to Chris’s REI Radio system to master the use of radio marketing and establish yourself and dominate your market What daily rituals and practices Chris follows to start his day right and do his best work every day How Chris’s passion has shifted from doing deals to making an impact on others within the real estate space Resources: REI Radio Website: www.wholesalinginc.com/reiradio Website: https://cosainvestments.com/ Website: http://myhomesold.com/ LinkedIn: www.linkedin.com/company/arnold-elite-real-estate/ Facebook: www.facebook.com/COSAinvestments/ Twitter: @ArnoldElite Additional resources: LIVE Event September 16-18, 2020: www.qlslive.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Brian Price and Jennifer Gligoric are the founders and CEO/COO of Leafy Legal Services and hosts on Leafy Podcast. This dynamic duo has helped entrepreneurs and real estate investors get started for the last 20+ years individually and together for the past eight years. Both Brian and Jennifer have harrowing backstories. Brian ‘lost his shirt’ in the 2008 recession, losing everything and filing bankruptcy before climbing back out and into success. Jennifer found herself homeless as a teenager and managed to put herself through college and become a successful business owner despite the odds. They both attribute their success to a mindset of abundance, and paying it forward is the means to happiness. What you’ll learn about in this episode: How Jennifer and Brian first met, and how kindness and respect are integral values for their business Why, regardless of the niche or industry you operate in, running your business like a business and structuring your business entity is a critical step for success Why getting your business entity set up correctly now can save you massive headaches later and protect you from dangerous situations Why the massive amounts of data available for free through the internet can put your business in danger, and why anonymity is important Why the right type of business structure depends on your circumstances, and why asset protection requires more than just insurance Why real estate investors are at greater risk for predatory litigation than other businesses How the outbreak of the global pandemic has impacted Jennifer and Brian’s clients, and what advice they have for navigating the crisis How the team at Leafy can help real estate investors protect themselves, and how to get a free copy of their ebook What Jennifer and Brian believe are the first critical steps to take to begin setting up asset protection for your business Why now is the right time to get started protecting yourself, especially during the global pandemic, and why freezing in place is the worst thing you can do Resources: Visit www.smartrealestatecoach.com/leafy to book a free strategy session Visit https://go.leafyassets.com/lls-intro and receive 5% of net sale for everyone who purchases a plan Visit www.leafylegalservices.com and mention this podcast episode to receive a free 1-hour complimentary discovery call Free Asset Protection Basics for Real Estate Investors ebook: https://go.leafyassets.com/ap-ebook1 Facebook: www.facebook.com/leafylegal/ Instagram: www.instagram.com/leafylegal/ Twitter: https://twitter.com/LeafyLegal @LeafyLegal LinkedIn: www.linkedin.com/in/jennifergligoric/ LinkedIn: www.linkedin.com/in/pricebd/ LinkedIn: www.linkedin.com/company/leafy-legal-services Additional resources: LIVE Event September 16-18, 2020: www.qlslive.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC