This week, we are joined by Todd Bookspan, founder of the Win By Noon Planner ( www.winbynoon.com ). The concept of Winning By Noon resulted from the realization that his biggest successes in sales resulted when he time-blocked a portion of his morning, every morning, to complete those activities that drove his future business. This helped Todd unlock his business from the $80MM/year origination volume where he had plateaued and cross the 9-figure annual mark. Todd also runs a coaching business ...
Mar 29, 2021•45 min•Season 1Ep. 21
Today we are joined by Chicago’s very own Sarry Ibrahim, an MBA holder and insurance broker who is licensed in 10 states. Founder of Financial Asset Protection ( finassetprotection.com ), Sarry helps high net worth individuals, real estate investors, business owners and retirees grow and protect their wealth predictably and safely. Sarry is an advocate of the Banking On Yourself method which utilizes whole life insurance and a Paid Up Additions Rider to get individuals guaranteed returns in addi...
Feb 12, 2021•33 min•Season 1Ep. 20
Tune in to hear, Dr. Michael “Soon” Lee, a 45-year veteran of the real estate industry whose resume also includes Certified Financial Planner, published author of 5 books, Real Estate Trainer, PhD holder, and much more. We discuss with Michael the importance of real estate agents being experts at their craft and the value that a great agent brings to a transaction. We delve into perceived and real cultural differences when dealing with clients and how to ensure we are connecting properly with ot...
Feb 07, 2021•55 min•Season 1Ep. 19
General Manager of a Fortune 250 company, motivational speaker, pastor, and cancer survivor Marcus Nettz takes us through his life journey and how he navigated through unexpected events in his life. Starting as a young family man working the back of a garbage truck to leading multiple world-class Business Units in the waste management industry, he regales us with tales of giving tours to international delegates and shooting Netflix episodes with…Bill Nye. Marcus was diagnosed with terminal cance...
Jan 27, 2021•1 hr 22 min•Season 1Ep. 18
On today's episode we sit with Jesus Huerta, a licensed plumber and owner of JC plumbing. Plumbing covers everything related to water, sewer, and gas. Buying a home with bad pipes can cost you tens of thousands of dollars, even if the home has been recently remodeled! Jesus sheds light on what to look for when purchasing a home regarding the plumbing of the home. Tune in as we follow his journey, from college graduate accountant to owner of his own plumbing company, working in the Bay Area resid...
Jan 15, 2021•41 min•Season 1Ep. 17
A must listen! We all want our loved ones cared for after we pass, but many of us neglect to take the necessary steps to do so. Having a will is a great start, but it doesn’t do enough to ensure your wishes will be carried out after you’re going. Do you know that, without a trust, your heirs could dealing with courts for upwards of a year - even if they agree on how to settle your estate? Join us as we get all the details from Daniela Lungu, Attorney at Law, on how to create and enact an estate ...
Jan 08, 2021•48 min•Season 1Ep. 16
In today's episode we discuss what line items to look for on a financial statement on your next multifamily investment to make a sound decision. We will also discuss metrics that lender's look at when lending to you on a Multifamily project. What makes up Net Operating Income and what is Vacancy Rate? Tune in to find out what these metrics mean and how they can impact your next investment.
Dec 09, 2020•37 min•Season 1Ep. 15
In today's show we sit with Don, an experienced investor. Don shares with us his core values of life that have been the foundation of his financial and personal success. Listen to find out how being an immigrant motivated him to live the American Dream. Tune in to hear Don's unique story, a first generation Vietnamese American and UC Berkeley graduate.
Nov 25, 2020•57 min•Season 1Ep. 14
This week, we are joined by Nik Bhachu of MSB Management, a Property Manager who works throughout the Bay Area region. If you listened to Episode 1, you know that a Property Manager is one of the people you need on your squad. Nik drills down and discusses the value the right firm can bring you. He continues by discussing topics that are very relevant to today’s times, including rent control, evictions, and more. A must-listen for any current or future investor!
Nov 19, 2020•51 min•Season 1Ep. 13
A SUPER relevant topic for today’s times! Interest rates are at historic lows and property owners across the country are wondering what they should do. When is a good time to refinance? Is it worth it? What are the benefits? What even is a refinance??? Tune in to this week’s episode as we go over the pros and cons of the process that can save property owners BIG money!
Nov 12, 2020•57 min•Season 1Ep. 12
In this week’s podcast, Karan, Navroop, and Weiming sit down to discuss the changes they have seen since January 2020 till now, a little before the 2020 Presidential Election. How has the real estate market changed? Where is the lending industry? How have 1031 exchanges fared? What new changes are to come? Listen in to find out!
Nov 03, 2020•55 min•Season 1Ep. 11
In this episode, we’re joined by David Zook and Juliet (Barwick) Cordona, two amazing financial advisors with David White and Associates. They compare different investment strategies to help you make an informed decision about your financial future. It’s never too late to start investing yourself so you can do what you want - whether now or in the future! Does that investment property make sense? How much should you invest? Does selling or holding your investments fit your specific financial pla...
Oct 27, 2020•1 hr 6 min•Season 1Ep. 10
In today's episode we sit with Realtor Tamika Ellsworth to discuss her failures and successes in life. She believes that actually doing work (whatever it maybe) with focus and openness to try new things adds real value to a person's intellectuality. Tamika is a carpenter and a Real Estate agent, who dared to try new things, even when society put a different mold on her. Her story is all about faith, family and mentorship. Tune in to find out how she kills the Real Estate game while parenting two...
Oct 20, 2020•1 hr 7 min•Season 1Ep. 9
When it comes to pricing investment properties, cap rate is king. But when determining if a deal is worthwhile, should a buyer be looking at a different metric? Return on investment (ROI) may be a more relevant metric to investors. In this episode, we compare and contrast cap rate vs. ROI to determine which metric investors should value and when.
Oct 13, 2020•49 min•Season 1Ep. 8
On this week's episode of the TBI show, we had an opportunity to sit down with Clifford Cheung, a Certified Public Accountant (CPA) to discuss real estate, investments, life strategies, life choices, and more. Cliff comes from a family with multiple CPAs, and has essentially had a foot in the industry all his life. A CPA is someone whom we can all turn to when we have questions about our finances, our taxes, or our investments. But this episode is mainly about Cliff's philosophy on life, why he ...
Oct 06, 2020•1 hr 2 min•Season 1Ep. 7
Delaware Statutory Trusts (DSTs) are a real estate investment vehicle for investors to own passive and turnkey commercial properties. Contrary to what some people believe, they are not limited to only properties in Delaware, but are limited to accredited investors only. With over a dozen sponsors and many more offerings, they are a more passive approach to real estate investing where a consortium of investors invest and own an institutional-grade commercial property together, quite similar to a ...
Sep 29, 2020•58 min•Season 1Ep. 6
We are joined this week by Sal, a self-made Bay Area investor who owns 30+ properties and more than a dozen businesses in his portfolio. This episode is for listeners of all knowledge levels, with a full serving of inspirational real-life stories. Beginning with how he started his real estate portfolio at the age of 20, he shares with us how he grew financially, how he financed his portfolio, what his target acquisitions were, and how creative thinking has allowed him to make the best out of tou...
Sep 22, 2020•58 min•Season 1Ep. 5
Join Karan, Weiming, and Navroop as we walk you through the basics of a commercial property. We start off by defining a commercial property and going over the differences between the residential and commercial classifications. We continue by delving into what that means practically –from a lending standpoint, tax perspective, and in managing such properties. We even touch on what the mold is of an appropriate agent to represent you in a commercial transaction. If you’re interested in getting exp...
Sep 15, 2020•30 min•Season 1Ep. 4
A 1031 exchange is one of the best tax strategies an investor can use to build their wealth and real estate portfolio. IRS tax code section 1031 allows investors to defer capital gains taxes upon the sale of real property. Join us as Weiming, a 1031 exchange Qualified Intermediary, walks us through the ins and outs of an exchange, including unique strategies to maximize tax advantages.
Sep 07, 2020•51 min•Season 1Ep. 3
Our first guest speaker! Tune in and listen to real estate investor, entrepreneur, and criminal defense attorney Daniel Vaswani, owner and C.E.O. of the Red Metric Law Firm. We speak with Daniel about his journey, his views of the mindset and thought processes that help one achieve success, and get insight into building a real estate portfolio while working a demanding schedule. Other topics include single-tasking vs. multi-tasking, how to handle stress/anxiety while growing, and Daniel’s specia...
Sep 01, 2020•1 hr 3 min•Season 1Ep. 2
Want to invest in Real Estate? Great. But who do you need on your team? The phrase "team work makes the dream work" might be cliche, but if you want success in this industry, it is the truth! In today’s episode we will be telling you who are the most Important people you need on your squad to have long-term success in the real estate game. Seven professionals have made the cut and we will share each one with you in order of importance! Tune in to find out which team member will do what for you. ...
Aug 16, 2020•57 min•Season 1Ep. 1
