Westside Investors Network (WIN)

Check the episode transcript hereABOUT JOEL MILLERAfter obtaining a BA in accounting, Joel Miller began investing in rental property in 1978 while simultaneously pioneering a 35-year career as a professional mobile disc jockey. He soon became a respected contributor to magazines for both trades. He has flipped over 100 houses since 1991, and as a leader of a professional organization for landlords, he teaches their Landlord 101 course and a class on house flipping. Additionally, he is now a hard money lender to other investors as well as a trusted mentor, best-selling author, and a frequent podcast guest as well as a noted benefactor and volunteer in his community. THIS TOPIC IN A NUTSHELL: · Guest Introduction – background and journey in real estate· Why he wrote Build Real Estate Wealth· Joel’s investing journey· How to balance real estate investing with a full-time career· Skills learned from rentals that transferred to flipping and renovations· Importance of proper tenant selection · From flipping to lending· Leveraging OPM (Other People’s money)· Teaching generational wealth· Advice for new investors· Why rentals offer more stability than flips· The value of having backup exit strategies · Where to find Joel’s book, website, and social platforms KEY QUOTE: “Tenant selection is the most important skill in rental real estate." ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. We would like to thank our Sponsors: OffsitePros and MyMoneyWorksForMe #RentalPropertyInvesting #TenantScreening #RealEstateWealth #LongTermRentals #PassiveIncomeTips #RealEstateEducation #HardMoneyLender #BuyAndHoldInvestor #RealEstateAuthor #RentalSuccess #CashFlowStrategy #LandlordTips #REInvesting101 #BuildYourPortfolio #TenantSelectionMatters #MindsetOfAnInvestor #FinancialFreedomPath #RealEstateGoals #RentalRevenue #PropertyManagementTips #SideHustleSuccess #SmartLandlording #LeverageRealEstate #InvestWithPurpose #OPMStrategy #WealthBuildingJourney #RentalGameStrong #LegacyInvestor #DisciplinedInvestor #BookForInvestors CONNECT WITH JOEL:Phone: (814) 868-1116 Website: http://www.JoelMillerBooks.com LinkedIn: https://www.linkedin.com/in/joel-miller-42981811/ Facebook: https://www.facebook.com/joel.miller.503092 CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork

Check the episode transcript hereABOUT SCOTT SAUNDERS Scott Saunders is a Senior Vice President with Asset Preservation, Inc. (API), A subsidiary of Steward Information Services Corporation. Scott has an extensive background in IRC §1031 exchanges, having been involved in hundreds of thousands of 1031 exchanges during his 37 years in the exchange industry. Mr. Saunders presents classes on advanced §1031 exchange strategies to accountants, attorneys, financial advisors, real estate brokers and principals. Mr. Saunders received his bachelor degree in Business Economics from the University of California at Santa Barbara. THIS TOPIC IN A NUTSHELL: Understanding the Basics of 1031 Exchanges What qualifies as a "like-kind" property? Why 1031 exchanges are a key tool in deferring capital gains tax The role and importance of a Qualified Intermediary The 45-day identification window explained The 180-day completion requirement How to identify replacement properties Trading up from residential to commercial or multifamily Simplifying your portfolio through consolidation Geographic diversification to manage risk Reverse and build-to-suit exchanges The most common mistakes investors make during a 1031 Why early planning is crucial for a successful transaction Growing interest in DSTs (Delaware Statutory Trusts) How inflation and rising interest rates are changing investor strategy Regional investment shifts and institutional-style diversification Final Takeaways Connect with Scott KEY QUOTE: “Deferred taxes are dollars you can reinvest — and that’s how portfolios grow faster." ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. #1031Exchange #Reverse1031 #RealEstateInvesting #RealEstateInvestor #TaxStrategy #RealEstateTaxBenefits #RealEstatePortfolio #InvestmentProperty #ReverseExchange #CashFlowRealEstate #PassiveIncome #WealthBuilding #BuildWealth #ScaleYourPortfolio #RealEstateEducation #RentalPropertyInvesting #LongTermInvesting #WealthStrategy #GenerationalWealth #AssetProtection #TaxDeferral #PropertyInvesting #RealEstateTips #InvestorMindset #FinancialFreedom #RealEstateTaxes #CostSegregation #BonusDepreciation #SmartInvesting #RealEstateGrowth CONNECT WITH SCOTT: LinkedIn: https://www.linkedin.com/in/scott-r-saunders-6278273 CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork

Check the episode transcript hereABOUT BRAD JOHNSONBrad is the Founder and CIO of Evergreen Capital. Brad has 20 years of experience investing in both traditional and alternative asset classes with a primary focus on high-cash-flowing assets. Brad is also a Partner of Vintage Capital, which focuses primarily on mobile home park investments. Previously, Brad worked as a real estate private equity operator. Early in his career, Brad worked at Wells Fargo's real estate investment bank and held various investment positions with private equity firms. Brad has closed over $3.3 billion in commercial real estate acquisitions over the course of his career. THIS TOPIC IN A NUTSHELL: From investment banking to private equityBecoming an owner/operator Manufactured housing as a niche Advantages & Resilience of Affordable Housing Operational Challenges of Managing Underperforming ParksHaving the right market, occupancy levels, and management teamEvergreen Capital’s three primary verticalsShift Toward Debt InvestmentsMinimizing downside risk vs. chasing 10x returnsLong-term compounding and Short-term capital gains Open-ended investment structures Connect with Brad KEY QUOTE: “Real estate isn’t about hitting home runs. It’s about consistently hitting doubles while protecting your downside.” ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. #ManufacturedHousing #AffordableHousingCrisis #RealEstateInvesting #PrivateEquity #GPStakes #CommercialRealEstateDebt #MobileHomeParks #AlternativeInvestments #HardAssets #AssetAllocation #InvestmentBanking #CashFlowInvestments #RiskAdjustedReturns #LongTermHold #TaxEfficientInvesting #EvergreenCapital #DebtInvesting #RealEstatePortfolio #LimitedPartner #GPInvestor #PassiveIncome #CashFlowRealEstate #BuildWealth #WealthPreservation #EconomicResilience #RealAssets #CompoundGrowth #FinancialFreedom #LegacyWealth #RecessionResistant CONNECT WITH BRAD:Website: https://www.evergreencap.com LinkedIn: https://www.linkedin.com/in/bradleyjohnson Interested in Mobile Home Parks? Check this out: https://vintage-funds.com CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork

Check the episode transcript hereABOUT JORGE VAZQUEZJorge Vazquez is the CEO and co-founder of Graystone Investment Group, bringing over 20 years of experience in the real estate industry. With more than 3,500 transactions to his credit, Jorge’s expertise and dedication have been recognized in Forbes, and he led Graystone to win the prestigious Best of Florida Award in 2023. Throughout his career, Jorge has engaged in every type of real estate transaction imaginable, including “Subject to,” “house hacking,” “non-performing notes,” “corporate rentals,” Airbnb, wraparound mortgages, private notes, short sales, REOs, and more. His journey in real estate began as a licensed financial advisor, where his clients’ interest in real estate investments inspired him to transition full-time into the industry. When asked what is most gratifying, Jorge loves it when a client tells him, “Jorge, I retired because of you” or, “I was able to put my kids through college because of you.” THIS TOPIC IN A NUTSHELL: Jorge's journey in real estate Aligning Investment Strategy with Life GoalsReal Estate as a Retirement AlternativeShort-term vs Long-term rentalsOwning a property vs becoming a private lenderSingle-family homes vs. multifamily Market Outlook & Florida-Specific InsightInsights on Interest rates and inventoryManaging Risk & GrowthProperty tax assessments and Insurance tipsTargeting Properties with Forced Equity Connect with Jorge KEY QUOTE: “Your investment doesn’t have to be your favorite street. It has to make money.” ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. #RealEstateInvesting #FinancialFreedom #RentalPortfolio #HouseHacking #BuyAndHold #EquityBuilding #PassiveIncome #LongTermWealth #DiversifyWithRealEstate #RealEstateGoals #InvestmentStrategy #RealEstateAdvisor #LegacyWealth #RiskManagement #PrivateLending #ShortTermRentals #LongTermRentals #RealEstateEmpire #SmartInvesting #FloridaInvesting #TampaRealEstate #WealthStrategy #CashFlowProperties #RealEstateTips #RealEstateMentorship #AssetBuilding #HighEquityDeals #RetirementPlanning #WealthMindset #RealEstateWisdom CONNECT WITH JORGE:Email: jorge@graystoneig.comWebsite: https://graystoneig.comLinkedIn: https://www.linkedin.com/in/jorgevazquezjr CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork

Check the episode transcript hereABOUT ADAM BERGMAN Adam Bergman is an author, former tax and ERISA attorney, and the founder of IRA Financial - an industry leader in self-directed retirement solutions. Through Adam’s leadership, IRA Financial has helped over 25,000 clients take control over their retirement and invest over $4.6 billion of retirement funds into alternative assets. Adam has authored 9 books on self-directed retirement plans, and is a leading voice in the self-directed retirement industry. Prior to starting IRA Financial, Mr. Bergman was a tax and ERISA attorney at White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP, three of the most prominent corporate law firms in the world. He received his B.A. (with distinction) from McGill University and his law degree (cum laude) from Syracuse University College of Law. He then went on to receive his Masters of Taxation (LL.M.) from New York University School of Law. He is a member of the Tax Division of the American Bar Association and New York State Bar Association. THIS TOPIC IN A NUTSHELL: Adam’s career and transition to retirement advisoryWhat Is a Self-Directed IRA?Tax Benefits of Self-Directed IRAsSolo 401(k)s for Business OwnersIRA Financial’s Client ExperienceCommon Use Cases for Real Estate InvestorsFreedom of Investment ChoiceSolo 401(k) vs IRA: Key DifferencesThe Power of Compounding & Roth AccountsConnect with Adam KEY QUOTE: "The goal isn’t just to get rich. It’s to get rich tax-free." ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. #RealEstateInvesting #SelfDirectedIRA #Solo401k #TaxFreeInvesting #AlternativeAssets #RetirementPlanning #WealthBuilding #IRAInvesting #FinancialFreedom #PassiveIncome #InvestWithIRA #DiversifyYourPortfolio #CheckbookControl #RothIRA #PreTaxIRA #TaxDeferredGrowth #HardAssets #TangibleAssets #SelfDirected401k #RealEstateIRA #PrivateInvestments #RealAssets #IRACompliance #InvestmentFreedom #RetirementWealth #AssetControl #SmartInvesting #WealthStrategy #RecessionResistant #LongTermWealth CONNECT WITH ADAM:Website: https://www.irafinancial.comYouTube: IRA FinancialLinkedIn: https://www.linkedin.com/in/adambergman1 CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork

Check here to view the episode transcriptABOUT BEN REINBERGBen Reinberg is the CEO of Alliance Consolidated Group of Companies, an investor, mentor, educator, and philanthropist. Ben Reinberg is living proof that wealth can start with you and last for generations to come. Becoming a principal owner at the young age of 23, Ben has spent the last 30 years building a $500 million commercial real estate empire from the ground up. He has acquired and managed billions of dollars of properties, developing millions of square feet of office, industrial, and medical properties throughout the United States, with offices in Deerfield, Illinois and Newport Beach, California. Ben has earned a reputation as a visionary and futurist, known for being first to market and unapologetically bold in his acquisition and investment strategies. THIS TOPIC IN A NUTSHELL: Ben’s Origin StoryFinding a Niche in Commercial Real EstateBuilding Wealth the Smart WayThe Power of Daily DisciplineLessons in Leadership and Team BuildingMentorship and Paying It ForwardAuthentic Branding and Thought LeadershipLegacy, Balance, and Living with PurposeConnect with Ben KEY QUOTE: “Empires aren't built overnight. It's with the right blueprint. It's one step at a time. It's one brick at a time.” ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. #HardAssets #TangibleAssets #RealAssets #InflationHedge #CommercialRealEstate #CREInvestor #CREInvestment #RealEstateInvesting #RealEstateInvestor #MultifamilyInvesting #RealEstatePortfolio #CashFlowRealEstate #RentalIncome #ProtectYourWealth #RiskManagement #AssetProtection #WealthStrategy #RecessionProof #EconomicResilience #PreserveCapital #BuildWealth #WealthBuilding #FinancialFreedom #PassiveIncome #CashFlow #SmartInvesting #LongTermWealth #LegacyWealth #GenerationalWealth #EntrepreneurMindset CONNECT WITH BEN:Website: https://www.alliancecgc.comLinkedIn: https://www.linkedin.com/company/allianceconsolidatedgroupInstagram: https://www.instagram.com/alliancecgcFacebook: https://www.facebook.com/AllianceCGC CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork

Click to view episode transcriptABOUT SAM MORRIS Sam is the CEO of Sunset Capital, a vertically integrated real estate investment and asset management firm based in Houston. With over 23 years of experience in real estate, he has led acquisition and disposition teams on transactions exceeding $550 million. Sam's background as a corporate banker for 18 years involved facilitating over $1B in real estate financing, equipping him with a comprehensive understanding of property lifecycle management. THIS TOPIC IN A NUTSHELL: Sam’s background and journey in real estate Lender Inspections and Proactive Communication Current market conditions and Underwriting tipsMarket Dynamics and Deal Acquisition StrategiesUnderstanding Loan-to-Value Ratios Pros and cons of floating and fixed-rate debtCost Control in Asset Management The value of investing with experienced operatorsUnderstanding local marketsRaising capital challengesConnect with Sam KEY QUOTE: “It's okay to invest with somebody who's got some battle scars because they've been there and gone through it and they know how to get out on the other side. “ ABOUT THE WESTSIDE INVESTORS NETWORK The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication. The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com. #RealEstateInvesting #RealEstate #CreatingWealth #PassiveInvesting #AssetManagement #UnderwritingDeals #StrategicUnderwriting #CostManagement #ProactiveCommunication #FloatingRate #FixedDebt #LoanToValueRatio #FinancingStrategies #RaisingCapital #Lenders #Acquisitions #ValueAdd #Multifamily #Syndication #NetOperatingIncome #CostControl #RiskManagement #VerticalIntegration#FinancialFreedom #LongTermWealth #InvestmentStrategies #RealEstateInvestments #InvestmentOpportunities #SteadyCashFlow #LatestPodcastEpisode #PassiveWealth #JoinTheWINpod #DealDeepDive #WestsideInvestorsNetwork CONNECT WITH SAM:Website: https://www.sunset-capital.comFacebook: https://www.facebook.com/sunsetcapitalre Instagram: https://www.instagram.com/sunset_capital LinkedIn: https://www.linkedin.com/company/sunset-capital-tx/posts/?feedView=all CONNECT WITH US For more information about investing with AJ and Chris: · Uptown Syndication | https://www.uptownsyndication.com/ · LinkedIn | https://www.linkedin.com/company/71673294/admin/ For information on Portland Property Management: · Uptown Properties | http://www.uptownpm.com · Youtube | @UptownProperties Westside Investors Network · Website | https://www.westsideinvestorsnetwork.com/ · Twitter | https://twitter.com/WIN_pdx · Instagram | @westsideinvestorsnetwork · LinkedIn | https://www.linkedin.com/groups/13949165/ · Facebook | @WestsideInvestorsNetwork · Tiktok| @WestsideInvestorsNetwork · Youtube | @WestsideInvestorsNetwork