Invest Anywhere, From Anywhere Podcast

In this episode of "Invest Anywhere, From Anywhere Podcast", Mark 'MJ' Jackson welcomes special guest Sally Gimon, a real estate investor and expert in spendthrift trusts. Sally shares her success using this trust to reduce capital gains taxes and protect assets legally. The conversation explores Sally's journey, the historical roots of spendthrift trusts, and their application to various income streams.


Key Points

• Sally introduces the concept of spendthrift trusts for reducing capital gains taxes and asset protection.
• She shares her journey as a real estate investor and the significant tax savings she achieved using the spendthrift trust.
• The discussion covers the historical background of spendthrift trusts, tracing their origins back to England and their incorporation into the IRS tax code.
• Sally emphasizes the privacy and protection aspects of the trust, highlighting its effectiveness in keeping personal information confidential.
• MJ and Sally discuss the process of setting up a spendthrift trust, its cost, and its potential benefits for tax savings and asset protection.
• Success stories are shared, demonstrating the financial advantages of utilizing spendthrift trusts.
• Sally encourages listeners to explore this strategy and attend her live presentations for more in-depth information.

Connect with Sally Gimon

• Sally's website: www.thetrustisu.com
• Attend Sally's live presentations: www.thetrustisu.com/save

In this episode of "Invest Anywhere from Anywhere Podcast" host Mark 'MJ' Jackson, continues his interview with Mr. Bruce Canada. The discussion focuses on real estate investment strategies, particularly financing and mortgages. They delve into FHA mortgages versus conventional mortgages for fix-and-flip investors, the impact of rising housing prices in the top 50 markets, and the importance of buyer qualifications.

The conversation progresses to leveraging equity from a primary residence to invest in income-producing properties. Bruce provides insights into applying for Home Equity Lines of Credit (HELOC) and emphasizes the significance of getting conditional approval for buyers in real estate transactions. They also touch on considerations for refinancing and accessing equity in the context of investment properties.

A notable guideline change discussed is the treatment of multi-unit homes, where owner-occupants can now put only 5% down on duplexes, triplexes, or four-unit properties. Bruce highlights the potential benefits for investors looking to start as owner-occupants and buy multi-unit properties.

Unlock the potential of your real estate portfolio! Listen to Bruce Canada's advice and take the next step towards building lasting wealth.

In this episode of "Invest Anywhere from Anywhere Podcast" hosted by Mark 'MJ' Jackson, the guest is Dr. Andrew Albert, a seasoned investor and practicing dentist. The discussion covers various aspects of real estate investing, particularly in the context of cross-border investments for Canadians. Dr. Albert shares his background, including his interest in investments from a young age and his journey through the stock market and real estate.

Dr. Albert highlights the challenges of investing in real estate in Canada, where housing costs are high, especially in major cities like Toronto and Vancouver. He discusses his shift from the stock market to real estate, driven by a desire for safer and more reliable investments. Dr. Albert also mentions his involvement with Freedom Founders, which gave him valuable real estate knowledge.

The conversation delves into Dr. Albert's experience with various real estate deals, including commercial and land development projects. He emphasizes the importance of being selective and finding trustworthy partners in the real estate industry. The guest also touches on the unique challenges of being a Canadian investor in the U.S., such as navigating currency exchange and cross-border transfers.

As the discussion progresses, Dr. Albert shares his preference for short-term, flexible real estate deals and discusses his goals for generating passive income in retirement. Dr. Albert mentions his involvement in funds, syndications, and lending deals, highlighting the importance of having a diverse portfolio.

The episode concludes with Dr. Albert offering advice to potential investors, emphasizing the need for selectivity in choosing real estate opportunities and the importance of maintaining a peaceful mind for better decision-making.

In this podcast episode of "Invest Anywhere from Anywhere" hosted by Mark 'MJ' Jackson, the guest is Mary Mallard, a long-time investor from Texas. Mary shares her background, including a computer programming career, transitioning to dental school, and becoming a real estate investor. She discusses her initial exposure to real estate through her parents, who retired early thanks to rental income. Mary highlights her experience with a real estate investment group, engaging in flips and rentals.

Later, she talks about her entry into virtual investing, emphasizing the importance of trust and due diligence when considering investments. Mary shares her preference for one-off deals over funds based on her experience. She also discusses the significance of continuous learning and education in the real estate investment journey.

The conversation touches on Mary's comfort with virtual investing, her positive experience with Freedom Founders, and her interest in utilizing tools like InvestorComps for future flips.

Welcome to another episode of InvestorComps' Invest Anywhere From Anywhere Podcast with host, Mark 'MJ' Jackson, where you'll gain the confidence and knowledge to profit when you buy real estate. In this episode, MJ introduces Bruce Canada from Atlantic Bay Mortgage, an expert with extensive experience in the mortgage space. They delve into the intricacies of leveraging for single-family acquisitions, second homes, and investment properties, particularly within the context of the BRRRR (Buy, Rehab, Rent, Refinance, Repeat) method.

Bruce shares his journey in the mortgage industry, from wholesale lending to retail, emphasizing the importance of face-to-face interactions with clients, especially first-time homebuyers. They explore key factors for first-time homebuyers, including credit scores and down payment assistance programs.

The discussion extends to FHA and conventional mortgages, credit score requirements, down payments, and mortgage insurance. Bruce emphasizes the significance of good credit and the necessity of having some financial reserves when entering the competitive real estate market. They discuss the growing gap between renters and potential buyers, highlighting the importance of timely action in real estate.

MJ and Bruce also explore utilizing home equity lines of credit (HELOCs) and the potential to tap into that equity for investments. The conversation touches upon investment property criteria, the amount that can be refinanced, and how banks limit the use of rental income for qualification. They also discuss how long you might need to wait after acquiring a property before doing a cash-out refinance.

In summary, this episode offers valuable insights for first-time homebuyers and real estate investors, shedding light on navigating the mortgage market, effectively leveraging equity, and maximizing returns on investment properties.

In this episode of InvestorComps' "Invest Anywhere, From Anywhere" podcast, host Mark 'MJ' Jackson welcomes a very special guest, Chad Lewis, author of "Surround Yourself with Greatness."

Chad shares his journey from being a professional NFL player to becoming the assistant athletic director at BYU. He discusses the importance of surrounding oneself with greatness, drawing from his experiences in football, faith, and family. Chad reflects on his Super Bowl experience, which led him to realize that his true Super Bowl is his family.

The episode is filled with stories of resilience, mentorship, and the power of positivity. If you're looking for inspiration to live a life filled with greatness, this episode is a must-listen.

Join MJ and Chad as they discuss life, leadership, and the pursuit of greatness.

Chad's Book "Surround Yourself with Greatness": https://www.amazon.com/Surround-Yourself-Greatness-Chad-Lewis/dp/1629722626
Chad's BYU & NFL Highlights: https://youtu.be/mb34yv1fKP4?feature=shared
Chad Lewis on Spotify: https://open.spotify.com/artist/5b0W9Vaghj4k95drJVITu2

In this episode of "Invest Anywhere from Anywhere" podcast hosted by Mark 'MJ' Jackson, guest Nathan Payne, discusses painless wholesaling and his journey into real estate.

Nathan shares his background, mentioning his initial lack of interest in real estate until he needed to make money after college. He started in door-to-door sales, made $16,000 in three months, and eventually transitioned into real estate. His entry into real estate was influenced by a friend's father who was wholesaling real estate.

The conversation delves into the painless wholesaling method, emphasizing the importance of market knowledge and understanding buyer preferences. Nathan highlights the significance of building relationships with active investors and aligning with their criteria.

They also discuss making offers on properties listed by agents and how it can be a successful strategy. Nathan explains that it often involves representing motivated sellers rather than banks or institutions.

Nathan shares valuable advice on working in competitive markets like New York, emphasizing the importance of aligning with experienced buyers and being transparent in negotiations.

To learn more about Nathan Payne and the painless wholesaling method, visit https://www.paynelesswholesaling.com/ and register for free masterclasses.

Start your journey towards successful real estate investing today!

In this episode of InvestorComps' Invest Anywhere From Anywhere Podcast Mark 'MJ' Jackson is joined by Salena Kulkarni as a guest.

Salena recounts her professional journey, which began as an accountant but later led her into management consulting. She shares her experiences during the 2008 global financial crisis, which prompted her to explore investment opportunities beyond her local market.

Salena highlights the importance of building trust and strong relationships when investing remotely. She discusses her evolved due diligence process, emphasizing the need for a holistic approach that goes beyond just financial numbers. Salena also stresses the significance of having a portion of one's portfolio in assets that offer steady, predictable returns for a sound sleep-at-night factor.

Stay tuned for more insightful episodes on InvestorComps' Invest Anywhere From Anywhere Podcast.

Welcome to another Invest Anywhere From Anywhere Podcast! In this episode, our host welcomes special guest Vlad Arakcheyev, discussing his transition from graphic design to real estate investing, particularly in multifamily properties. Vlad emphasizes valuations, acquisition, and after-repair values in real estate.

He shares his journey from real estate agent to flipping and wholesaling, culminating in a focus on multifamily properties for stable passive income. Vlad's investment criteria include population growth, job trends, and landlord-friendly regulations, favoring Texas and the Carolinas.

Risk mitigation is a priority for Vlad, preferring newer, low-maintenance buildings, and avoiding flood zones and subsidized housing. He secures agency debt with locked interest rates to safeguard against fluctuations. Quality triumphs quantity in his portfolio-building approach.

Vlad's insights into real estate syndication and multifamily properties, especially in Houston and Dallas, are enlightening. He highlights data-driven decisions, syndication models, and separating emotions from deals. His investment model involves syndications and joint ventures for effective capital pooling.

Throughout, Vlad champions focus, strategic effort, and informed choices. He recommends "The One Thing" by Gary Keller for inspiration.

Stay tuned for a journey with Vlad Arakcheyev and don't forget to subscribe and follow for more insights in the real estate investing world.

Follow Vlad on Facebook and LinkedIn and check out Zontik Ventures.
https://zontikventures.com/

Welcome to another episode of the InvestorComps' Invest Anywhere From Anywhere podcast hosted by Mark 'MJ' Jackson.

In this episode, Mark sits down with Craig Andrews, a guest with a remarkable journey through various leadership roles and life experiences. Craig shares insights from his background in the Marine Corps and his transition to the corporate world, eventually founding his own business.

He emphasizes the importance of empowering and trusting teams, allowing them to make decisions, and cultivating a strong company culture.

Craig's personal story takes a turn as he discusses his recovery from a life-threatening illness, during which his team stepped up to manage the business effectively in his absence. This emphasizes the significance of preparing teams for unforeseen challenges.

The conversation delves into lessons in leadership, the power of vision and communication, and the value of leading with both grace and the space for making mistakes.

Craig's podcast, "Leaders in Legacy," is also highlighted as a platform that honors impactful leaders and the enduring legacies they create.

Tune in for a thought-provoking discussion on leadership, empowerment, and the impact of making a difference.