Creek Side Chats With Successful Real Estate Investors
CSC 121 Adam Levine:  Preserving Family Assets Through Real Estate Investing

CSC 121 Adam Levine: Preserving Family Assets Through Real Estate Investing

January 31, 2021
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Adam Levine

Preserving Family Assets Through Real Estate Investing

Adam Levine started his career influenced by his father who has been investing in Real Estate for over 20 years.  Adam holds a Master of Science in Property Management from Drexel University. 

In 2012, Adam created Levine Capital Management LLC with the goal of managing his family capital investing with high-quality, experienced sponsors to generate superior risk-adjusted returns helping to preserve and grow his family capital.

To help smaller investors invest with Levine Capital, Adam created a platform for smaller investors to aggregate capital to meet the minimum investment.

Investors will benefit from the company's private mastermind group with an opportunity to learn while they monitor their co-investments. 

 

Connect with Adam:

Levine Capital

Arkad Capital

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Learn how you can passively put your hard-earned money to work for you through multifamily syndication:  Steed Talker Capital

CSC 120 Jared Williams:  Mission to revolutionize Christian personal finance

CSC 120 Jared Williams: Mission to revolutionize Christian personal finance

January 29, 2021
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Jared Williams

Mission to revolutionize Christian personal finance

 

Today Dr. Allen chats with Jared Williams, Founder of Biblical Wealth Solutions.

Jared Williams is on a mission to revolutionize Christian personal finance and is passionate about teaching Christian families a Biblical and better approach to investing and managing finances. Through his business, Biblical Wealth Solutions Jared and his team help families find alternatives to the stock-market roller coaster - investments that could not only perform better, but can also actively improve the lives of others.

Jared was inspired to found Biblical Wealth Solutions after discovering that most families are losing over half of their wealth potential to hidden but definite losses, he was convinced there had to be a better way to prepare for retirement and build wealth. Jared has dedicated his career to shedding light on the fact that most families are invested in companies that support and even profit from unbiblical practices such as abortion, pornography, and addiction. He wants families to know they have alternatives.

In today’s chat, listen to Jared’s journey from unemployment to the founder of Biblical Wealth Solutions. He inspires us to always believe in ourselves. He believes that one helps others to get help as success comes with togetherness.

3 Key Points from the episode:

  1. Always have control over your financial outcome
  2. Be faithful at where you invest
  3. Do not waste your resources and time

Connect with Jared:

https://biblicalwealthsolutions.com/

hello@biblicalwealthsolutions.com

(423) 250-2257

 

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Connect with Us:

Passively invest with us to put your hard earned money to work for you to live more abundantly in all areas of life

Email: Allen@steedtalker.com

Let’s chat: Schedule a FREE 30 minute phone conversation

 

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CSC 119 Kaylee McMahon:  The Apartment Queen

CSC 119 Kaylee McMahon: The Apartment Queen

January 27, 2021
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Kaylee McMahon

Kaylee McMahon “The Apartment Queen”

Today Dr. Allen chats with Kaylee McMahon, Founder of The Apartment Queen and ReByKaylee LLC Real Estate Brokerage. Kaylee has purchased over 2 million in real estate as a key principle. She has sold over 3 million dollars in residential real estate before transitioning into her current full-time syndication role. She is General Partner in The Flats and The Meadows Apartments as well as Owner and Principal for Quail Run Apartments and Lantana Apartments.

The entire backbone of what gets Miss Kaylee out of bed every day is her “why”.  With this WHY she has created independence and space for those experiencing co-dependency and toxic relationships which hamper their ability to visualize and then manifest what their amazing reality truly could be. Her company culture models this why and is “Changing the face of multifamily” to bring more women into the light as powerhouse operators, key principles, and commercial brokers!

 In today’s chat, listen to Kaylee’s journey from a college student to “The Apartment Queen”. She inspires us that how one can get success in investment with a continuous and steady learning

3 Key Points from the episode:

  1. Learn new skill and knowledge
  2. Always ask yourself ‘Why’ before taking any financial decision
  3. NEVER take advice from someone who has never gone through these things themselves.    

Connect with Kaylee:

https://theapartmentqueen.com/

(469) 990-4627

 

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Connect with Us:

Passively invest with us to put your hard earned money to work for you to live more abundantly in all areas of life

Email: Allen@steedtalker.com

Let’s chat: Schedule a FREE 30 minute phone conversation

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CSC 118 Douglas Skipworth: Co-owns over 500 rental units and one of the Top 100 Alumni Entrepreneurs from Belmont University

CSC 118 Douglas Skipworth: Co-owns over 500 rental units and one of the Top 100 Alumni Entrepreneurs from Belmont University

January 25, 2021
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Douglas Skipworth

Co-owns over 500 rental units and one of the Top 100 Alumni Entrepreneurs from Belmont University

Today Dr. Allen chats with Douglas Skipworth, a real estate investor and business owner. Douglas is CPA, CFA and co-owner of 6AM Core Collective which employs 150 people and manages 3,000 units for 750 investors. He was honored in 2019 as Master Investor of the Year by Think Realty and as one of the Top 100 Alumni Entrepreneurs from Belmont University in Nashville, TN.

6AM Core Collective was founded by two friends who aim to provide transactional services to their clients. They wanted to help the investors in the real estate business with their expertise and experience. Douglas co-owns a collection of companies that help other investors buy, manage, maintain, staff, and finance rental properties and real estate businesses.

In today’s chat, listen to Douglas’s journey from an average student to a well-known real estate investor and business owner. He inspires us to realize and maximize the natural gift given to us for the community as well as self-good.

3 Key Points from the episode:

  1. Always plan ahead for the next step
  2. Realize and maximize your natural abilities
  3. Make long term investment goals

Connect with Douglas:

https://www.6amcc.com/

Douglas.skipworth@6amcc.com

(901) 550-1998, (901) 410-5334

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Connect with Us:

Passively invest with us to put your hard earned money to work for you to live more abundantly in all areas of life

Email: Allen@steedtalker.com

Let’s chat: Schedule a FREE 30 minute phone conversation

 

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CSC 117 _ Brook Everline:  From UPS Long-haul Driver to Time Freedom with Real Estate Investing

CSC 117 _ Brook Everline: From UPS Long-haul Driver to Time Freedom with Real Estate Investing

January 22, 2021
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Brooks Everline

From UPS Long-haul Driver to Time Freedom with Real Estate Investing

Brooks inspires us with his story of developing from a UPS drive with nothing to do on the long hauls but listen to audiobooks and podcasts.  3 episodes of one podcast on one long haul changed his life from wage earner to real estate entrepreneur.  In only 4 years, Brook found his time freedom to live life as he chooses. 

 

yournextplaceinvestments@gmail.com

240-883-7147

https://www.ynphomesolutions.com/

 

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Want to appear on our podcast?  Contact Us

Learn how you can passively put your hard-earned money to work for you through multifamily syndication:  Steed Talker Capital

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Steed Talker Capital

CSC 116 - Marco Santarelli:  From Shoestring to Multifamily Real Estate Investing Success

CSC 116 - Marco Santarelli: From Shoestring to Multifamily Real Estate Investing Success

January 20, 2021
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Marco Santarelli

From Shoestring to Multifamily Real Estate Investing Success

Marco is an investor, author, Inc. 5000 entrepreneur, and the founder of Norada Real Estate Investments – a nationwide provider of turnkey cash-flow investment property.  His mission is to help 1 million people create wealth and passive income and put them on the path to financial freedom with real estate.  He’s also the host of the top-rated podcast – Passive Real Estate Investing.

Connect with Marco:

Phone:  (800) 611-3060

www.NoradaRealEstate.com

Subscribe to our Podcast – Passive Real Estate Investing

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Download our FREE Guide to PREDICTABLE, RELIABLE, PASSIVE INCOME TO LIVE LIFE ON YOUR OWN TERMS

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Want to appear on our podcast?  Contact Us

Learn how you can passively put your hard-earned money to work for you through multifamily syndication:  Steed Talker Capital

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CSC 115 - Jennifer Maldonado:  Fascinating Story for those Who Love

CSC 115 - Jennifer Maldonado: Fascinating Story for those Who Love

January 18, 2021
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Jennifer Maldonado

Fascinating Story for those Who Love

For the past decade, Jen has been recognized by Fortune’s Top 500 companies like Johnson & Johnson and Nestle as a continuous improvement business expert and high-performance leader. She managed and led challenging projects as an engineer resulting in millions of dollars savings in short-time periods. In 2012, she decided to take a leap of faith and changed her career trajectory to become a real estate investor.

After her first year in real estate investing, Jen found her passion for raising capital. She successfully raised capital to fund real estate equity projects, acquisitions of non-performing notes, rehabs, multi-family units & other private loans that totaled $70M in assets.

In 2015, a Huffington Post Journal interview recognized Jen as an inspirational and revolutionary real estate investor, consulting business owners and entrepreneurs to reach their full potential by tapping into owning their power and create wealth through real estate.

As one of the executive leaders and speakers of WREN Inspires (fastest-growing nationwide women's real estate network), Jen has impacted the lives of over 2,000 aspiring and professional women real estate investors. Jen has been honored with the National Association of Female Executives (NAFE) award "Women who Rock 2020 in Los Angeles".

Her influence as a capital raising strategist, while mentoring women to develop high-performance skills in real estate, earned her two consecutive nominations as Corporate Advocate and Rising Star at the 2016-17 Women’s Summit lead by Los Angeles Business Journal.

She’s a co-author of the 2019 book "You Got This! - Tips for Women Who Want to Rock at Real Estate Investing”, which was ranked a “#1 New Release” on Amazon. 

Jen’s skills allow her to discover hidden performance assets, untapped markets, and creative ways of identifying opportunities. In today's competitive real estate markets, Jen has consistently found opportunities that net 10 - 20% returns for her investors. Currently, she is developing multi-units with her partners and actively developing affordable housing for veterans. 

As a speaker in podcasts, radio shows, real estate clubs, events, universities, and workshops, Jen delivers powerful, inspirational, and transformational messages to nationwide audiences of entrepreneurs, corporate professionals, college students, and women’s groups. Her topics include real estate investing, raising capital, financial intelligence, leadership, influence, business systems, and high-performance teams. Jen draws from her professional and business experiences, utilizing relevant and practical information.  She leads the audience both emotionally and logically to create shifts they need to excel and thrive in their work and lives.

Jen continues to inspire and be a guiding light by authoring books and speaking about women’s causes in the fields of real estate, self-help, self-care, and community.

Website: http://jenmaldonado.com/

Youtube: https://www.youtube.com/channel/UCUxxmk0PlM9ln8XG8x7ZIfg

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Download our FREE Guide to PREDICTABLE, RELIABLE, PASSIVE INCOME TO LIVE LIFE ON YOUR OWN TERMS

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Want to appear on our podcast?  Contact Us

Learn how you can passively put your hard earned money to work for you through multifamily syndication:  Steed Talker Capital

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CSC 114 - Dmitriy Formichenko: Solo 401K and Checkbook IRA for Wealth Growth and Tax Shelter

CSC 114 - Dmitriy Formichenko: Solo 401K and Checkbook IRA for Wealth Growth and Tax Shelter

January 15, 2021
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Dmitriy Fomichenko

Solo 401k and Checkbook IRA for Wealth Growth and Tax Shelter

Today Dr. Allen chats with Dmitriy Fomichenko, founder and president of Sense Financial Services LLC, a boutique financial firm specializing in self-directed retirement accounts with checkbook control. He began his career in financial planning and real estate investing in 2000. Over the years, he has taught hundreds of investment and financial planning seminars and has mentored thousands of investors.

Sense Financial Services was inspired when Dmitriy realized that many successful real estate investors were not properly sheltering their money. With this realization, Dmitriy founded Sense Financial Services to help his others maximize their returns on investments while protecting their hard-earned money.

In today’s chat, listen to Dmitriy’s journey from immigrant with zero English proficiency to successful financial planner and accomplished real estate investor.  He’ll inspire us with his journey from limited prospects and multiple set-backs to triumph through persistence and self-determination. 

3 Key Points:

  1. Educate yourself financially
  2. Learn from your setbacks
  3. Protect your assets through intentional financial planning

Connect with Dmitriy:

https://www.sensefinancial.com/

contact@sensefinancial.com

949-228-9394

 

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Connect with Us:

Passively invest with us to put your hard earned money to work for you to live more abundantly in all areas of life

Email: Allen@steedtalker.com

Let’s chat: Schedule a FREE 30 minute phone conversation

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CSC 113 - Dave Rice: Keeping Apartment Owners Organized and Compliant with Excellent Bookkeeping

CSC 113 - Dave Rice: Keeping Apartment Owners Organized and Compliant with Excellent Bookkeeping

January 13, 2021
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My name is Dave Rice, and together with my wife Laurie, own REI Bookkeepers, a boutique bookkeeping firm exclusively for real estate investors. Being real estate investors ourselves for a number of years, we saw a need for knowledgeable bookkeeping professionals in this niche. Laurie’s background in accounting, with a BS degree from the University of Wisconsin.

My background is a small business with a BS in Pharmacy also from Wisconsin. Our backgrounds and years as successful entrepreneurs convinced us to hang out our virtual shingle.

That was two years ago. We are based in Naples, Florida and now serve clients virtually all across the United States. Together with technology such as cloud-based accounting systems, video teleconferencing, telephone, and email we are able to keep up with all of our clients. Anyone can say they are a bookkeeper. We are true bookkeeping professionals and our ace in the hole is Laurie’s accounting background. She understands the theory behind what we are doing and can think through the puzzle we are often asked to clean up.

What has contributed to our success? We are both very detail-oriented, something that doesn’t often come naturally to a real estate investor. Their forte is often in the areas of finding deals and initiating sometimes uncomfortable conversations with distressed sellers. Often after the fact, details get lost in the mix. This is why many more successful investors are outsourcing to services such as ours.

Our business arrangement works. Laurie does a great deal of the actual bookkeeping, especially the more complex transactions. I do all of our marketing, technology, client contact, manage the business side, and as much bookkeeping as I can fit in. Most of our new clients come from referrals through existing clients or from a few referral partners.

How do we give back? We adopted our two children as infants from Korea many years ago. They are both adults now and I couldn’t be more proud any anything in our lives than our children. Our daughter is a University of Florida graduate and a Lieutenant in the United States Coast Guard, currently stationed in Washington DC. Our son is a retired US Army Infantry Officer with two tours in the Middle East. He lives here in Naples, is married with a two-year-old daughter (the new light of our lives), and another child on the way. Besides his career he is also in the midst of graduate school, getting an MBA from the University of Florida.

We’re also very active in our local church, a most unique organization. We are the largest outdoor congregation in the country. We celebrate every Sunday morning outdoors in the park. It’s an early sunrise service every Sunday for us. Laurie helps with hospitality and I set up chairs. We set up and take down somewhere between 500 and 2500 chairs for our guests. The question most often asked is what do we do when it rains? We get wet. Our latest mission through our church is to help a small church in High Rock, Grand Bahama. The church was the only one left standing in the settlement after Dorion. We sent a representative there two days ago to provide immediate financial assistance and to assess their long term needs. Right now that is finding lost family members. We just completed raising $78,000 which is enough to fill a shipping container with building materials. It will be on the way to High Rock in about a week.

What is the best way to reach us? Through our website REIBookkeepers.com

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CSC 112 - Zach Haptonstall:  Pushing His Comfort Zone to Grow a Portfolio of $48 MM assets

CSC 112 - Zach Haptonstall: Pushing His Comfort Zone to Grow a Portfolio of $48 MM assets

January 11, 2021
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Zach Haptonstall

 

Mr. Haptonstall is the Founder and President of ZH Multifamily and is an experienced Multifamily Apartment investor currently residing in Scottsdale, Arizona. He is a Lead Sponsor and Equity Owner of 420 units across five properties in Phoenix and Scottsdale worth over $48MM.

 

He is also the Founder and President of The Phoenix Multifamily Association, a Phoenix-based organization that holds monthly speaking and networking events focused on Apartment Investing. He has been a licensed Real Estate Agent in Arizona since 2016. He is a former live television news anchor and sports reporter for Arizona PBS and co-hosted a show on Fox Sports Network Arizona. He is the former Co-Owner and Director of Business Development for Sage Hospice and Palliative Care in Scottsdale, Arizona.

 

Mr. Haptonstall holds a Master of Business Administration from the Colangelo College of Business at Grand Canyon University and graduated Summa Cum Laude with a Bachelor’s in Journalism and Mass Communication from the Walter Cronkite School of Journalism at Arizona State University.

 

Connect with Mr. Haptonstall:

ZHMultifamily.com

Schedule a call with Mr. Haptonstall:  http://www.calendly.com/zhmultifamily

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Download our FREE Guide to PREDICTABLE, RELIABLE, PASSIVE INCOME TO LIVE LIFE ON YOUR OWN TERMS

___________________________________

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