Libsyn Directory

Episode 55 - Industrial Investing with Irwin Boris and the Heritage Capital Group

Release Date: 01/19/2024

Episode 70: Short Sale Real Estate with David Randolph

Wealth Renegade

The most successful investments are repeatable and controllable outcomes, allowing the investor to operate their portfolio as a business. Meet David Randolph, a nationwide expert on short sales. His real estate portfolio is entirely focused on "buying right" and renovating for profit. He founded his education company to teach investors the methods he has used to master the federal guidelines and control his portfolio effectively! Highlights Choosing real estate during recession. Short sale strategy explained. Federal short sales process consistency. Wild Cowboy Days in short sales....

Episode 69: Marketing Genius Jon Caldwell

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For any active business owner or serious business thinker, creating interest in your company is essential for survival. Jon Caldwell is the consultant to hire for this initiative. Jon shares strategic concepts, categories, channels to operate in, essential metrics such as “cost-per-lead-generated”, and more. Follow Jon’s consulting work at 3Victor.io and on YouTube. Highlights Jon Caldwell’s military background and entrepreneurial journey. The importance of positioning in sales and marketing. April Dunford’s concept of product categories and positioning. Three strategies for...

Episode 68: Multifamily vision with Weston Walker

Wealth Renegade

Weston is a rare investor. Often vision develops over years or decades of experience in one’s chosen asset class, but Walker selected multifamily real estate investments as a core competency for his real estate portfolio while still in college. We unpack elements of that vision which led to him founding West Rock Equity almost two years ago. Highlights Real estate as a key investment in wealthy portfolios. Vision for building an alternative asset management platform. Importance of learning from influential figures in the industry. Insights into multi-family asset class appeal. Current...

Asset Allocation Series Episode 67: Richard Wilson/Family Office Club

Wealth Renegade

The Asset Allocation Series dissects various portfolio theories so necessary for a Wealth Renegade’s vision. Listen to experts from various industries in the financial sector lay out their ideal arrangement of the assets on your balance sheet! Portfolio Theory. Asset Allocation. Investment Strategy. Terms you hear all the time when speaking to a Financial Advisor. Meet our alternative asset series - and the investors who have their own financial models for efficient use, growth, and consumption of capital. See the full series and all interviews on YouTube here: For more...

Episode 66 - Insider Scoop: Saved from Massive Insurance Losses with Gary Allen

Wealth Renegade

Gary Allen, Vice President of Continental Adjusters, shares his expertise on maximizing insurance claim recoveries after a loss for commercial real estate owners. With over 24 years of experience and $4 Billion recovered for clients, Gary delves into how property owners can avoid leaving money on the table when filing claims. Learn why hiring a public adjuster is crucial for leveling the playing field against insurance companies and how it can increase claim settlements by 30-70% on average. Highlights Transition to the principal side and raising money. Building and selling...

Episode 65 - Rookie No More - Mistakes in Investing with Steve Suh

Wealth Renegade

Steve Suh has invested in over 50 syndications. He has seen over 20 different asset classes. When will you gain his level of insight and experience? His book, “Avoiding Rookie Errors as a Left Field Investor” describes 20 mistakes you can avoid for your forbearance. And if you don’t have time to read his 60-page book… you don’t have time to be investing. Listen to Steve’s insights and be sure to order a copy of “Avoiding Rookie Errors”! Highlights Transition from active to passive investments. Learning from Rich Dad Poor Dad. Emphasizing the importance of diversification....

Episode 64 - Co-investment with Adam Penn

Wealth Renegade

Coinvestment is a critical part of any passive investor's analysis. Adam Penn has invested in three different asset classes - oil & gas, short-term rentals, and pre-IPO stocks. Over time he moved to the sponsorship side, giving him a lens on how a co-investment affects each investor's experience with their selected sponsor. Follow Adam at BidwellCapitalFund.com. Highlights Investment Motivation and Philosophy Real Estate vs. Stocks Advantages of Real Estate Investments Deep Dive into “Alternative”Assets First Private Placement Investment Growth Through Co-investment...

Episode 63 - Special Session - Predictions with Victor Menasce

Wealth Renegade

Victor Menasce is the Senior Partner of Y Street Capital and in this special session we discuss his predictions (or “deductive reasonings”) about the macroeconomy. We discuss wealth preservation, investment partnerships, international currencies, and foreign exchange (in both monetary terms and building materials!). Watch us live on LinkedIn on the first Friday of every month at 5 PM ET, or listen to Victor daily at The Real Estate Espresso podcast - wherever podcasts are subscribed to! Highlights Deductive reasoning instead of crystal ball predictions. Analyzing economic adjustments and...

Episode 62 - Dissatisfaction Drives Decisions with Terence Critchlow

Wealth Renegade

We delve into the strategic insights of Terence Critchlow, a seasoned investor with a penchant for conservative yet lucrative ventures. Terence's investment strategy has a clear philosophy, emphasizing steady cash flow and mitigating downside risks. From the allure of real estate syndications to the nuances of asset allocation, Terence shares his journey toward financial freedom and legacy-building. Even better, Terence has made strategic decisions to focus his efforts on a tailor-made strategy for his long-term success. Follow him on LinkedIn and join his blog about his work in commercial...

Episode 61 - UBIT, UDFI, and Retirement Accounts with Joel Landon

Wealth Renegade

Out of the five popular types of retirement accounts, which is optimized for your investment strategy? Joel Landon explains the impacts of UBIT, UDFI, and your investment choices on the qualified plan you choose. A personal note: Joel explains in 15 minutes what it has taken Robby two years to compile and understand. If you use retirement accounts, this is for you. Follow Joel at Highlights Joel’s motivations for joining EQRP Introduction to Unrelated Business Income Tax (UBIT) and how it applies to different retirement plans What UBIT and Unrelated Debt Financed Income...

More Episodes

Three sources of capital. Six decades of experience. $1 billion in AUM. Irwin Boris is the Senior Vice President of Heritage Capital Group and he wants you to consider industrial investing. If you are ever tempted to “eat your IRR” (impossible) or buy an asset without in-place cash flows, listen to Irwin to get insights into small-bay industrial flex and logistics spaces.

Who’s The Guest?
Irwin is the SVP of Investments for Heritage Capital Group, a 3rd generation real estate family office. In the past, he has been the Head of Real Estate for several family offices (foreign and US), making investment decisions. He currently advises investors on existing and potential investments and provides asset management services. Irwin has more than 30 years of experience in real estate finance, investment, and asset management. During his professional career, he has participated as a direct lender, principal, investment banker and advisor in more than $5 billion in real estate transactions.

Highlights

How Irwin and the host met at the Family Office Club Super Summit
Investing in industrial buildings as it offers better returns and more stability compared to multifamily units
The importance of having a long-term view and experience to make sound investment decisions
Why investors should focus on the actual cash flow rather than estimated cash flow or lofty projections
The tax advantages and wealth creation potential of real estate investments
The need to be prepared for economic cycles
The importance of long-term debt plans and low leverage ratios

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