The Smart Real Estate Coach Podcast|Real Estate Investing

Tim Bratz is the CEO and founder of Legacy Wealth Holdings, a real estate investment company that acquires and transforms distressed commercial and apartment buildings into high-performance investment assets. Tim began his real estate career in 2007 brokering commercial leases in the competitive NYC real estate market, where he saw the true potential of investment real estate to transform personal finances and provide financial freedom. He spent time reading, attending workshops, and networking with accomplished entrepreneurs. Tim’s resourcefulness helped him acquire his first investment property in Charleston, SC in 2009 by using his credit card to buy a duplex. Tim transformed the rundown duplex all on his own and turned a profit on his first deal. He reinvested those proceeds and began seeking private capital to expand his holdings. Today, Tim follows a simple formula to buying real estate: only invest for cash flow, only buy at wholesale prices, and force (never speculate) appreciation through value-add improvements and sweat equity. Working in real estate, Tim has learned how to build a passive business and create a residual income that allows him to live the lifestyle of his choice. Tim now focuses on educating and empowering active operators and passive investors to become financially free through commercial real estate. Tim’s investment companies own over 3,200 rental units across six states. Tim is a husband and proud father, graduate of the Goldman Sachs 10,000 Small Businesses program, mentor for the Advisor’s Council mastermind, and active member of several other high-performance national entrepreneurs and real estate masterminds. What you’ll learn about in this episode: How Tim and his team acquire and transform distressed apartment buildings, and how it works similarly to residential flipping Why Tim focuses more on how much income a property generates monthly rather than how many units are in the property How Tim and his team find distressed apartment buildings using networking referrals, internet searching and even traditional “driving for dollars” methods How Tim’s unique financing model works on larger, more expensive properties, and how this is ideal for long term passive investors How Tim’s team is structured with clear roles, and how each property they invest in has its own manager, leasing office and staff under the umbrella of Tim’s business How Tim realized that he needed to change his priorities and be more present when at home with his family, and how he shifted his life balance to free more time for family life Why experiences with bad early mentors taught Tim that you can learn from both good and bad mentors Why masterminds are powerful learning and networking opportunities that give you a variety of different insights and strategies from experts What top three key actions Tim believes you can take right now that will help you get started in commercial real estate investing Resources: Website: www.legacywealthholdings.com Website: www.commercialempire.com Facebook: www.facebook.com/tlbratz YouTube: https://www.youtube.com/channel/UCEdNsWbAOtPrOHDUXHkedeA Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

Sean Tagge’s background is in Biomedical Engineering. He worked at the University of Utah Hospital doing research on artificial hearts and quickly realized that he doesn’t like working for someone else (or have someone controlling his time, pay, and future). Sean discovered Real Estate Investing a few months later and the amazing world of Real Estate. Ever since he has been passionate about REI, and he thinks about it every spare moment he has. Sean did a couple of flips and buy-and-holds in 2016. On February 1st, 2017, he quit his job as an Engineer and partnered up with Memphis Investment Properties to act as their co-partner and Chief Operating Officer. There, he manages the day to day operations of acquiring, fixing and selling Turnkey properties. He uses his engineering skills to organize and streamline the day-to-day systems and processes of the business. Over the past three years, they have done roughly 250 flips a year in Memphis TN. What you’ll learn about in this episode: Why Sean left biomedical engineering to get out of the corporate world and to go to work for himself How Sean and his team help clients who are short on time get started investing in real estate through Turnkey properties What kinds of investors work well with Sean and his team, and how Sean’s team does all the hard renovation work for these investors How Sean and his team spend around 90 days on renovation and then another 30-45 days for closing, and how they do as many as 250 deals a year How Sean has structured his team to manage the high volume of properties they work on, and how the process works from start to finish Why Sean and his team are focused on becoming dominant in the Memphis market rather than expanding to other areas Why Sean’s strategy is prepared to weather tough economic times through refinancing and then holding properties until the market recovers What daily routines and habits Sean keeps to help him stay in the right mindset and succeed every day How Sean’s background in biomedical engineering gives him the unique ability to analyze, pull apart and iterate on systems others are using Resources: To view the available properties that MIP has for sale, please visit: www.memphisinvestmentproperties.net Looking for property management in Memphis TN? Visit their sister property management company: www.reedyandcompany.net Sean Tagge’s Recommended Reading List: Rich Dad Poor Dad by Robert T. Kiyosaki: https://amzn.to/2QNM0La Traction by Gino Wickman: https://amzn.to/2JksnGj Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

Kirk Chisholm is a Principal and Wealth Manager at Innovative Advisory Group, an independent RIA (Registered Investment Advisor) located in Lexington, MA. He has been providing financial advice to individuals and families since 1999. Kirk’s influence and innovation has promoted change in many areas of the wealth management industry. Kirk provides a different perspective on many commonly held beliefs when it comes to portfolio management, retirement investing, financial planning, inflation, economics, and other personal finance topics. His rare expertise with alternative investments held in self- directed IRAs has helped many investors invest in their passion. Kirk is an experienced media personality. He is frequently quoted and interviewed by industry media outlets in print, audio, and video media formats. He writes frequently for industry publications and major media publications. He frequently appears as a guest on various podcasts. Kirk was acknowledged as the number seven most influential financial advisor on Investopedia’s top 100. Investment News named Kirk as one of the top 10 social media all-stars in the financial services industry. What you’ll learn about in this episode: How Kirk hosts the Money Tree Investing Podcast, the longest-running investment-focused podcast in existence Kirk explains the key point that all IRAs are self-directed, and why it is important to find an IRA custodian who specializes in real estate Why people are often confused by or have misconceptions about how IRAs work, and why the fact that you can use IRA funds to invest in almost anything is a well-kept secret Why you need to investigate an IRA custodian and their fee structures and truly understand their offerings before you invest Why you should be dealing directly with an IRA custodian rather than taking the risk of going through an intermediary party, and how an administrator differs from a custodian Who should and shouldn’t be using their IRA for their investments, and why setting your investments up correctly is vital How Utah Senator and former Presidential candidate Mitt Romney amassed more than $100 million in his IRA Why people often misunderstand the advantages of renting versus owning real estate, and why the numbers don’t support owning always being better financially Why you should always be doing your own research and investing in the types of markets you understand and are an expert in What key lessons Kirk has learned over the course of his investing career, and why mindset and understanding your strengths and weaknesses is important Resources: Website: www.innovativewealth.com/realestatecoach Money Tree Investing Podcast: https://moneytreepodcast.com Kirk Chisholm’s Media Appearances: www.innovativewealth.com/about-iag/press-or-media/ 28 Smart Questions to Ask Your Self Directed IRA Custodian blog post: https://bit.ly/2Uhwo4I LinkedIn: www.linkedin.com/in/kirkchisholm/ Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

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 1990’s 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 2000’s 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: How it took Zach four years to go from no background in real estate at all to the position he is currently in, and why hard work and deliberate practice were vital Why there is no such thing as overnight change, and why you can change anything about your life as long as you’re willing to put in the time and work Why time is the biggest commodity you have to spend, and why it is important to learn to say no to some activities so you can dedicate more time to achieving your goals Why pressure is a powerful motivator to help you change, and why both Chris and Zach were under pressure to achieve their goals Why personal development efforts like reading books and attending seminars can help you shortcut the amount of time you need to spend Why Zach and Chris attend at least 3-5 events per year to develop their business and further their mastery of real estate Why planning for the future is always a good idea, but why you should always expect curveballs and be ready to adapt Why it is important to trust the Smart Real Estate Coach system, and why the system’s proven results show that it does work as promised Why you should focus on the next step, and why it is alright to feel uncomfortable as long as you keep going anyway Why the steps you took to get you to the $1 million mark won’t work as you cross that threshold, and why you need to adapt your strategies to continue growing Additional resources: Website: www.SmartRealEstateCoach.com/greatassistant Email: support@SmartRealEstateCoach.com Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoach.com/QLS/

Tim Francis is the Founder of Great Assistant, which helps Entrepreneurs get an effective and affordable Assistant who takes over the minutiae you hate doing so you can get back to the work you love. Tim and his team have now placed over 200 Assistants. Tim’s own Assistant, Sarah, has been with him for 5 years, handles 98% of his email inbox, and has allowed him to focus on bigger opportunities such as appearing on Inc.com, Forbes.com, and appearing as a guest lecturer at NYU in New York City. What you’ll learn about in this episode: How getting started in real estate in 2006 and then losing $20,000 to a Ponzi scheme con artist in his 20s opened Tim’s eyes to his own potential How finding his incredible assistant, Sarah, transformed Tim’s business and allowed him to pursue new deals and opportunities Why Tim looks for fit, timing and profitability when evaluating potential clients of his services Why not all virtual assistants are created equal, and why a truly Great Assistant has the skills, experience, time and dedication that can transform your business Why hiring a Great Assistant can cost as little as $1,000 a month, and how Great Assistant manages to attract top talent inexpensively How the Great Assistant Inner Circle service provides ongoing professional development for Great Assistants How Tim learned to turn email control over to his Great Assistant, and how that allows him to be a Transaction Engineer Why distraction is the biggest productivity-killer, and why the more things you have to focus on the less attention you can give to each thing Why Tim recommends you read Superforecasting: The Art and Science of Prediction by Philip E. Tetlock and Dan Gardner Why being on either side of a great mentoring relationship can be powerful and transformative, and why the wrong mentor can do incredible damage to your business Resources: Website: www.SmartRealEstateCoach.com/greatassistant Profit Factory Website: https://www.profitfactory.com/ LinkedIn: www.linkedin.com/in/timothyjfrancis/ Additional resources: Superforecasting by Philip E. Tetlock and Dan Gardner: https://amzn.to/2J3CNtT

Ross Hamilton started investing in real estate in 2001 at 19 years of age and has personally owned or been a partner in hundreds of real estate investments around the US. Using the profits earned from his real estate investing business in his early 20s Ross founded ConnectedInvestors.com. The Connected Investors platform has grown into a real estate investment marketplace & the premier social network of over half a million real estate investors. In 2016 Ross and his team consolidated the hard and private money lending space when they opened the doors to CiX.com. CiX is the first company to build a private money marketplace that allows real estate investors to easily get loan offers from multiple private money lenders by simply tapping a few buttons. CiX facilitates over $3B in fix and flip and buy and hold funding requests each month. Ross was nominated by Entrepreneur magazine as Emerging entrepreneur of 2011, serves on the Forbes Real Estate Council and is a professionally published author. Ross and his team are always looking for strategic relationships within the industry. Visit www.connectedinvestors.com/contact to connect with Ross and his team. What you’ll learn about in this episode: How Ross started in real estate by completing his first deal at 19 years old after breaking his leg BMX racing before going on to found Connected Investors How Ross’s first deal was a subject-to and then sold the property under a lease option, and how he managed to build a profile of 50 rentals by age 24 How Ross used a “fake business partner” named Dr. Elliot as a way to buy himself time to research when completing complex deals Why Ross started the Connected Investors community, and how he has grown the group to almost a million members How a chance encounter with the CEO of LendingTree while training for an Iron Man competition led to the creation of CiX.com as a real estate lending solution Why Ross believes it is important to learn to overcome challenges and navigate complexity when working as a real estate investor What plans Ross has for the Connected Investors community and turning it into a real estate investor ecosystem and platform of software tools What three key daily activities and rituals Ross practices that help him stay focused and achieve his goals How mentors have been an important part of Ross’s success all the way back to his early days of BMX racing Resources: Website: www.smartrealestatecoach.com/connected Website: www.smartrealestatecoach.com/funding How To Get a Real Estate Investing Mentor video: https://youtu.be/X-nLstjB1rY Website: https://connectedinvestors.com/ LinkedIn: www.linkedin.com/in/cirosshamilton/ YouTube: www.youtube.com/user/ConnectedInvestors Instagram: www.instagram.com/connectedinvestors/ Facebook: www.facebook.com/connectedinvestors Ross Hamilton’s Recommended Reading List: What Got You Here Won’t Get You There by Marshall Goldsmith: https://amzn.to/2vDWe9C Think and Grow Rich by Napoleon Hill: https://amzn.to/331qqaA Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

Melanie is the CEO of Elite Online Publishing. She is passionate about sharing people’s stories that educate, motivate and inspire. They publish, market and promote nonfiction books for business owners and athletes to create expert authority status for marketing impact and influence. She is honored to work one on one with their authors to create the best strategies for their book creation, marketing, and social media. Melanie is a five-time best-selling author. Melanie graduated from Michigan State University with a degree in communications and was the first girl to receive a varsity letter in a boy’s sport in the state of Michigan. She lives in Houston Texas and originally from Michigan, where she earned the title of Miss Michigan. She is enjoying raising her two sons, who keep her motivated and young. She loves the beach, traveling, and spending time with her family. What you’ll learn about in this episode: How Melanie first got involved in book publishing and then went on to co-found her own publishing company Why Melanie believes any entrepreneur or business leader should write and publish a book, and how doing so can help build credibility What many benefits of publishing a book business owners and entrepreneurs of any kind can receive Melanie offers strategies for the many ways a book can be used to improve your networking and gain new business What common mistakes Melanie has seen from people who are in the process of or have recently published a book Why it can take less time than you think to write a book, and what strategies Melanie suggests to expedite the process Why repurposing, collecting, and slicing-and-dicing your content can be a powerful way to create a book from existing assets What Melanie’s 10-10-3 book writing rule is (the 10 most frequently asked questions, the 10 people should be asking, and 3 stories to illustrate answers to those questions) What future challenges and opportunities Melanie and her team at Elite Online Publishing plan to tackle in the future Resources: Website: https://eliteonlinepublishing.com/ Facebook: www.facebook.com/eliteonlinepublishing Elite Expert Insider Podcast: https://eliteonlinepublishing.com/expert-insider/ Text the keyword Elite with your name and email to 58885 Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

Daniel St-Jean loves The REITE Club! He loves helping people, he loves being in business, and he loves watching people be successful in whatever field they choose. Daniel has been in “sales & marketing” in one form all of his adult life. And since the late ’70s, he has bought, started, or sold ten different businesses. He has been a professional photographer, a publisher of educational material, calendars and greeting cards, the owner of a framing shop & art gallery, a professional tour guide, an independent distributor of health products, a speaker, a trainer, and a teacher. He has also written two published books; his first one became a Canadian bestseller in 1992. Daniel, along with his wife Laurel, owns the Safe & Sound Real Estate Investment Group which specializes in rent-to-own real estate. He and his wife also have several buy-and-hold properties which are located in the Niagara, Ontario region. Daniel loves to try new things…he believes in working smart and having fun AND in creating abundance and sharing the wealth. What you’ll learn about in this episode: How Daniel initially got started in real estate after a relocation so his wife could go to school when Daniel needed a new source of income How Daniel discovered the rent-to-own real estate niche after attending a Rich Dad Poor Dad workshop How Daniel structures his deals, and why he believes in helping people achieve their dreams of homeownership What challenges and obstacles Daniel faced over the course of his real estate career, and what valuable lessons he learned from those experiences What specific criteria Daniel looks for in a property, and how he works with real estate agents to place tenant buyers Why Daniel believes that investors need to commit to real estate full time to make real estate investing profitable and worthwhile Why Daniel believes in the acronyms UPOD (under-promise, over-deliver) and DWYSYWD (do what you say you will do) Why Daniel believes that finding the right mentor will help you with your investments and most importantly save you time Why, if you are presented with the opportunity to either invest money or time, you should always invest money Resources: Website: https://thereiteclub.com/ Daniel’s Business Website: http://sasreig.com/ Facebook: www.facebook.com/TheREITEClub/ Twitter: @TheREITEClub LinkedIn: www.linkedin.com/in/homebusinesssuccess/ Daniel’s Recommended Reading List: Sapiens by Yuval Noah Harai: https://amzn.to/37YT5hK Homo Deus by Yuval Noah Harai: https://amzn.to/2w3EZOv Robert T. Kiyosaki’s Amazon Author Page: https://amzn.to/2w0QPZK Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

Greg and Cami Goucher are happily married with a blended family of five kids. They live in Northeastern Ohio and love to travel. They understand the challenges and complexities of life, including divorce, job loss, legal battles, not to mention buying and selling a home. If you’re looking for a solution to your real estate issues, their team is here to help you. Their team is flexible, very easy to work with, and has a proven track record of making win-win deals for both the seller and buyer. What you’ll learn about in this episode: How Greg spent more than 20 years in trucking and Cami spent nearly the same amount of time in nursing before they got started with the Smart Real Estate Coach How Cami and Greg first got started working with Chris and learning his real estate strategies, and how real estate was the ideal strategy for their blended family How Greg and Cami transitioned from their longtime careers to working in real estate, and what challenges they faced making the jump How Greg and his former boss made a mutual decision to part ways when Greg realized his focus needed to be on real estate How being part of the Wicked Smart community helps give Greg and Cami accountability and serves to inspire them to succeed What major realizations Greg and Cami have made since they decided to go into real estate investing full time How Greg and Cami keep their written plan on their bedside table and frequently revisit and review it to maintain focus on their goals What daily habits and disciplines Greg and Cami follow to help put them in the right mindset and focus What advice Greg and Cami would offer and what strategies they would recommend to new investors just starting out Resources: Website: www.mingoproperties.com Greg and Cami’s Recommended Reading List: The 10X Rule by Grant Cardone: https://amzn.to/2Tpbu1K If You’re Not First, You’re Last by Grant Cardone: https://amzn.to/39a2RyU Sell or Be Sold by Grant Cardone: https://amzn.to/2PC74U4 First Entrepreneur by Edward G. Lengel: https://amzn.to/2vuSt61 Additional resources: 31 Day-Billionaire Video Program: https://smartrealestatecoach.com/billionaire/ Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/

Stephen Woessner is the founder and CEO of Predictive ROI, a digital marketing agency, and the host of Onward Nation — a top-rated daily podcast for learning how today’s top business owners think, act, and achieve. Onward Nation is listened to in 120 countries around the world with over 28,000+ email subscribers. Since the advent of the commercial Internet, Stephen has collected tens of thousands of data points that have given him the ability to identify what he calls the “8 Money Draining Mistakes” and the “8 Money Making Opportunities.” Darren Hardy, then-publisher of SUCCESS Magazine, interviewed Stephen to discuss how business owners can identify and fix the mistakes. Stephen served in the United States Air Force, spent six years at the University of Wisconsin-La Crosse as a full-time academic staff member and taught digital marketing classes to small business owners throughout the state including the prestigious School of Business at UW-Madison, has owned five businesses, and is the author of three books, “The Small Business Owner’s Handbook to Search Engine Optimization”, “Increase Online Sales Through Viral Social Networking”, and “Profitable Podcasting.” His digital marketing insights have been featured in Forbes.com, Entrepreneur.com, The Washington Post, and Inc. Magazine. What you’ll learn about in this episode: How Chris and Stephen serve as each other’s accountability partner and have weekly accountability calls to go over wins, opportunities, and goals What Stephen will be sharing when he speaks at Chris’s Business Scaling Secrets LIVE event April 1-3, 2020 in Newport, Rhode Island Why spending time together with other associates of varying experience levels is an invaluable opportunity and resource Why the three key ingredients for becoming the authority in your market are focusing on a niche, having a unique point of view, and putting systems in place Why the big, national players are coming to or already in your local market, and why planting your flag is the key to competing Why staking out a niche doesn’t reduce your opportunities but instead helps you focus on and better serve a market and actually creates new opportunities Why establishing and focusing on your niche helps you resist bigger competition who aren’t as focused Why the first question you should ask yourself when creating content for your niche is “do I like to write, or do I like to talk?” Why it is important to not worry about being great right out of the gate, and why getting started is the first necessary step to getting better How to get a free handbook from Stephen for identifying your ideal buyer/seller and “finding your avatar” Resources: Website: https://predictiveroi.com/ Free Handbook: www.SmartRealEstateCoach.com/avatar Business Scaling Secrets LIVE Website: http://bizscaling.com/ Onward Nation Podcast: https://predictiveroi.com/onward-nation-podcast/ LinkedIn: www.linkedin.com/in/stephenwoessner/ Facebook: www.facebook.com/PredictiveROI/ Twitter: @stephenwoessner Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/