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....
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Episode 69: Marketing Genius Jon Caldwell
Wealth Renegade
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...
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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...
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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...
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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...
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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....
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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...
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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...
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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...
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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...
info_outlineWeston 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 trends and discounts in the multifamily market.
- Identifying opportunities amidst market fluctuations.
- Key factors to consider in choosing a sponsor.
Episode Resources
- Connect with Robby Butler
- www.wealthrenegadepodcast.com
- www.prosperityeconomics.org
- [email protected]
- Connect with Weston Walker
- https://www.linkedin.com/company/west-rock-equity/
- [email protected]
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