Purpose-Driven Wealth
Achieving financial freedom can be one of the most rewarding experiences of your life. Each week, join Mo Bina, as he interviews guests on topics related to alternative investments, mindset, goal setting, philanthropy, and overcoming setbacks and self-imposed barriers. Whether you are a new or seasoned investor, are looking to generate passive income streams, or diversifying your investment portfolio, this is the podcast for you.
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Episode 105 - Diving Deeper - Due Diligence in the World of Alternative Investments
12/19/2023
Episode 105 - Diving Deeper - Due Diligence in the World of Alternative Investments
Understanding due diligence goes beyond knowing what’s going on. You have to be willing to do the work no matter how mundane it is and be willing to take the time to ensure your investment and investors are in good hands. In this second episode in a two-part series of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Chris Carsley in a continuation of their discussion on due diligence in alternative investments. Diving deeper, they discuss about specific areas to focus, inefficiencies, repeatability, and risk management, to name a few. Here’s what you will expect in this episode: Core areas of investment, operations, and investment. Economic due diligence and related examples. Common areas of focus on investment due diligence Inefficiencies, repeatability, and government regulation Important areas of operational and business due diligence. Be willing to walk away, ignore FOMO. Key items when analyzing an investment strategy. Portfolio risk, correlation of assets, and counterparty risk Investment monitoring and internal risk management Valuable suggestions for doing due diligence. About Chris Carsley: Chris Carsley brings over 25 years of investment industry expertise specializing in corporate and venture finance, business valuation, business operations efficiency, regulatory compliance practices, securities research, portfolio management, arbitrage trading and hedging. Previously, Chris was Managing Director of Bluewater Global Ltd., an international holding company where he performed corporate analysis and invested in a variety of direct and indirect venture capital projects. Prior to entering venture capital investments, Chris was responsible for the creation of the business risk and operational due diligence program as a senior member of the investment research and analysis team at Benchmark Plus Management. He was also the head execution trader of futures, options and OTC based trades for the Benchmark Funds. Chris was a trader for Paloma Securities where he negotiated and structured ISDAs, securities lending, and financing agreements that targeted global arbitrage opportunities primarily for Canadian and European markets. Chris was also a senior member of the hedge fund security finance team performing due diligence for the Paloma hedge funds to assist in enhanced finance/margin treatment and short coverage costs. Chris Carsley Links: Website: LinkedIn: Connect with Mo Bina on… Website: YouTube: Instagram: Medium: For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
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Episode 104 - Small Changes, Big Impact - The Path to Eliminating Marginal Losses
12/12/2023
Episode 104 - Small Changes, Big Impact - The Path to Eliminating Marginal Losses
Most of us has a full understanding of the challenges that life is throwing at us, yet we understand so little about how our brain works in response to these challenges. In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Deirdre Morrison in a very interesting conversation about how your brain works, and how to work your way in dealing with marginal losses. Deirdre has previously discussed about how our brain functions and how to better harness its ability. In today’s discussion, they cover the topic of how people can reduce and eliminate these marginal losses and understand how our brain is wired to deal with them. Here’s what you will expect in this episode: What are marginal losses? Self-awareness and Self-Observation is the key What if we accumulate too many marginal losses? Not having enough self-compassion What we can do to reduce and eliminate accumulated losses. On Discipline and structure. Extending compassion and support Acknowledging that everyone has to start somewhere. Your brain has a core mission to keep you safe. About Deirdre Morrison: Deirdre Morrison graduated with a degree in Art and Design, which was a stepping stone on her lifelong journey with ideas, insight, and learning. Early career experience includes the arts sector; public relations and communications; commercial photography, and craft businesses. Deirdre has worked extensively in helping emerging entrepreneurs and solopreneurs to develop their skills and confidence through group and individual coaching. Additional interests include the Japanese sword art of Kendo and recreational road cycling. Building on her passion for creativity, ideas, and entrepreneurship, Deirdre works with individual clients and teams in the NeuroCreative™ Studio. She blends applied neuroscience coaching techniques and neuroeducation to help her clients achieve greater understanding of how their brains work, and what this makes possible for them. She founded the NeuroDevelopment Institute to create greater understanding of the human brain on a global level and build bridges between various levels of interest in this sphere, including practitioners, researchers, and end users. Deirdre Morrison Links: LinkedIn: Client work: Non-Profit:
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Episode 103 - Your Slice of the Sunset - Fractional Ownership of Vacation Homes
11/29/2023
Episode 103 - Your Slice of the Sunset - Fractional Ownership of Vacation Homes
Podcast: Purpose-Driven Wealth Episode: Episode 103 - Your Slice of the Sunset - Fractional Ownership of Vacation Homes When we go on vacations, we can’t help but wonder how it would feel to own something like that vacation spot you enjoyed. What if you can participate in an investment specifically dealing with vacation rentals? In this episode of the Purpose-Driven Wealth podcast, Mo Bina talks with Jack Donnell about Fundhomes, and the basics of a fractional investment model in vacation rentals. They also talk about the effect of inflation on these assets, as well as risks associate with them. The fractional investing model can work with alternative investments, as its space is very diverse and new asset classes are coming out every now and then. Here’s what you will expect in this episode: A fractional investing platform for vacation rentals How do they curate and vet investment properties? A combination of income plays and appreciation. Taking into account market corrections and loss of value. Preferred markets or geographical areas. Correlation of these investments compared to traditional ones. The effect of inflation on different assets Types of risks associated with vacation rentals. Types of investment offered and investors they work with Connecting and pooling investors with others Having a deep background in property management Encouraging people to try fractional investing model in alts. About Jack Donnell: Jack Donnell is a seasoned professional with a diverse background in customer success, marketing, and project management. Currently, Jack serves as a Customer Success Associate at Instacart in the United States, where he has been contributing for the past 2 months. Prior to this, he worked as a Growth Marketing Manager at Fundhomes in Newport Beach, California, for 1 year and 2 months. Jack also gained extensive experience as a Customer Success Manager - Onboarding at Sprout Social, Inc. in Seattle, Washington, for 1 year and 6 months, excelling in customer satisfaction and social media marketing strategies. His expertise extends to areas such as product marketing, social listening, Facebook Ads, Google Ads, UTM, Google Analytics, API integrations, and social media marketing. With a background that includes project management and engineering, Jack's professional journey includes roles at SmartSpace AI, Irvine Company, and 10th Street Aquatics. He holds a Bachelor of Business Administration in Business Administration and Management from Brandman University and a Bachelor of Business Management from Montana State University-Bozeman, with a strong foundation in management and marketing. Jack Donnell Links: Website: Email: Linkedin: Connect with Mo Bina on… Website: YouTube: Instagram: Medium: For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
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Episode 102 - Giving Back with Purpose - Making a Difference, Changing Lives
11/14/2023
Episode 102 - Giving Back with Purpose - Making a Difference, Changing Lives
Wealth is not only measured by what you have saved, but also by whom you have helped. In this very special episode of the Purpose-Driven Wealth podcast, Mo Bina shares the table with Joseph Bradford, the founder of B.A.R.E. Truth Inc, as they discuss about the key issues surrounding homelessness in the country, and what their organization does to help as many people as they can. Joseph’s inspiring journey through life gave rise to his initiative. Here’s what you will expect in this episode: A story with the first homeless person he hung out with. How he ended up establishing the organization. Key programs and initiatives Housing program and mentorship for youth. Thoughts on dealing with the homelessness issue. Humanizing the homeless and partnering with doctors How the pandemic has affected their organization. Homelessness doesn’t have a face. Other events the organization hosts Fund raiser drives and dealing with rejection. Knowing the right person makes all the difference. A purpose driven wealth. The vision for the organization A call for volunteers, ideas, and suggestions. About Joseph Bradford: Joseph Bradford is a dedicated professional with a remarkable career spanning various domains, including mentoring, property management, financial advisory, and talent management. As the Founder of B.A.R.E. Truth Inc, he has spent over seven years tirelessly working to uplift impoverished individuals and families in the Greater Los Angeles Area, offering mentorship and wellness services to empower them to lead healthier, purpose-driven lives. Joseph's five-year tenure as a Property Manager at The John Stewart Company involved providing housing to formerly homeless individuals, demonstrating his deep commitment to improving the lives of vulnerable populations. In addition to his philanthropic work, he served as a Financial Advisor at WFG - World Financial Group and operated as the Owner of Achieve A Dream, a talent management company. Joseph's impressive educational background includes an Associate's Degree in Intermedia/Multimedia from IADT Orlando Fl and a Bachelor of Business Administration (BBA) from Santa Monica College. Joseph Bradford Links: Website: Instagram: @official_bare_truth TikTok: @bare_truth_inc
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Episode 101 - Warehouse Wealth - Exploring Industrial Real Estate and Sale-Leasebacks
11/08/2023
Episode 101 - Warehouse Wealth - Exploring Industrial Real Estate and Sale-Leasebacks
Podcast: Purpose-Driven Wealth Episode: Episode 101 - Warehouse Wealth - Exploring Industrial Real Estate and Sale-Leasebacks We have heard lessons and discussions from market experts focusing on specific sectors of the real estate, but not much on what investors dub as “the ugly asset”. Join us and discover the nuances of the opportunities in the Industrial Real Estate. In this episode of the Purpose-Driven Wealth podcast, Mo Bina speaks with Judd Dunning, a seasoned broker and the President of DWG Capital. Judd shares his knowledge in evaluating Industrial Real Estate deals, as well as explaining what a Sale-Leaseback is. Between the lessons and the thought-provoking statistics, this is a real estate discussion you don’t want to miss. Here’s what you will expect in this episode: Judd’s family history in Real Estate How he got into real estate from entertainment. Outlook on industrial and multifamily real estate. Why retail investors are drawn to multifamily than industrial. People forget the asset type when they see the number. What is a sale leaseback? The manufacturing sector in investment numbers. Discussion on geographic markets. The political exposure component of investments. Main points on checklist when evaluating a deal. Do a rent survey. Price per square foot Location: know your neighborhood Do a background search. About Judd Dunning: Judd Dunning is a principal and well-known seasoned broker in Los Angeles. He is the recipient of Los Angeles Business Journal’s 2022 Community Impact Deal of the Year award and a Commercial Executive Broker of the Year nominee, as well as Co-Star Power Broker award winner. With 19 successful years of institutional brokerage at the nation's top real estate firms, Mr. Dunning has executed over $1B+ of transactions and hundreds of millions of dollars in debt and equity placement. In 2021 to 2023, he closed more than $1B in real estate transactional volume including nine sale-leasebacks with a book value of more than $50M. Over his well-established career, Mr. Dunning’s core emphasis has been providing strategic, institutional-level advisory services for stabilized, value-add and distressed retail, office, industrial, multifamily and development assets. He maintains a superior roster of clients, including many prominent institutions, funds and private clients. Mr. Dunning's and his team's primary objective is simple: to deliver the highest quality commercial real estate transactional investment sale and capital markets advisory possible for his clients via DWG’s seasoned, intelligent institutional-grade platform. Investment Sales. Capital markets. Done. That’s DWG. Judd Dunning Links: DWG Capital Website: Connect with Mo Bina on… Website: YouTube: Instagram: Medium: For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
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Episode 100 - Mastering the Ups and Downs - Secrets for Wealth in Economic Cycles
10/31/2023
Episode 100 - Mastering the Ups and Downs - Secrets for Wealth in Economic Cycles
Podcast: Purpose-Driven Wealth Episode: Episode 100 - Mastering the Ups and Downs - Secrets for Wealth in Economic Cycles Market cycles, in the world of wealth management, is a hidden gem hiding in plain sight, but its utility is only for those who understands it in the right context and the right timing. In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Akhil Patel, author of a new book, The Secret Wealth Advantage, in a very engaging discussion about Economic Cycles in the current context. In Akhil’s first appearance (Episode 28), they have discussed about understanding economic cycles and its implications for investors. Moving forward to today, Akhil gives a very valuable perspective about what to expect in the current market cycle, as well as tips for those interested in the real estate market. Here’s what you will expect in this episode: Key takeaways from Akhil’s new book. About The Handbook of Wealth Secrets. The main economic cycle. Where are we in the cycle now? A projection of the next major crisis. What can people expect for the remainder of this cycle? On the speculative phase for different asset classes. Building up a cash reserve and educating yourself On major blind spots in the current economic model About Akhil Patel: Akhil Patel is the Director of Property Sharemarket Economics, an investment research service that teaches subscribers how to ‘remember the future’ based on leading knowledge of economic and financial cycles. Akhil became interested in such cycles after his family’s business went through difficult periods during the major recessions in the early 1990s and 2008. He refused to accept the conventional wisdom that these events could not be forecast in advance. After much study, he decided to develop a body of work that would help people – whether they were investors, business owners or those just interested in doing something with their savings. With professional experience in the UK civil service and international development, Akhil has worked on a range of issues from reviewing large infrastructure deals to helping establish the UK’s £3bn International Climate Fund. He has two masters degrees (in finance and public policy) and a first degree in classics from Oxford. Akhil Patel Links: Akhil’s Book on Amazon.com The Secret Wealth Advantage: The book site is: Property Sharemarket Economics: Free newsletter sign up: Boom Bust Bulletin (entry level newsletter): LinkedIn: X/Twitter: @akhilgpatel Connect with Mo Bina on… Website: YouTube: Instagram: Medium: For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
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Episode 99 - Diving Deep - Due Diligence in the World of Alternative Investments
10/24/2023
Episode 99 - Diving Deep - Due Diligence in the World of Alternative Investments
Due diligence is the most important aspect of making an investment. Though an institutional level investment firm has a massive system for making sure everything checks out, it pays to know how these things are going from the perspective of an expert. Join us in this episode of the Purpose-Driven Wealth podcast, as Mo Bina interviews Chris Carsley of Kirkland Capital Group. This is a must-see, must-listen episode for aspiring investors, as well as those who have already established themselves in investing. Learn about the importance of due diligence, and how pros like Chris get it done the right way. Here’s what you will expect in this episode: Due diligence in various types of assets What are alternative investments and what are the major types? Advantages in including alternative investments. A true hedge fund and the best risk adjusted return. Potential disadvantages in alternative investments Due diligence includes operational side. Major areas or categories of due diligence Dealing with information blocks and site verification How institutional level firms perform due diligence. Recourse when style drift happens. Recurring red flags from their experience. About Chris Carsley: Chris Carsley brings over 25 years of investment industry expertise specializing in corporate and venture finance, business valuation, business operations efficiency, regulatory compliance practices, securities research, portfolio management, arbitrage trading and hedging. Previously, Chris was Managing Director of Bluewater Global Ltd., an international holding company where he performed corporate analysis and invested in a variety of direct and indirect venture capital projects. Prior to entering venture capital investments, Chris was responsible for the creation of the business risk and operational due diligence program as a senior member of the investment research and analysis team at Benchmark Plus Management. He was also the head execution trader of futures, options and OTC based trades for the Benchmark Funds. Chris was a trader for Paloma Securities where he negotiated and structured ISDAs, securities lending, and financing agreements that targeted global arbitrage opportunities primarily for Canadian and European markets. Chris was also a senior member of the hedge fund security finance team performing due diligence for the Paloma hedge funds to assist in enhanced finance/margin treatment and short coverage costs. Chris Carsley Links:Website: LinkedIn: Connect with Mo Bina on… Website: YouTube: Instagram: Medium: For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
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Episode 98 - Beyond Borders - Building Wealth with Mexican Real Estate
10/17/2023
Episode 98 - Beyond Borders - Building Wealth with Mexican Real Estate
The journey of a Real Estate entrepreneur can transcend borders if they so choose. Where others aspire to own property outside of the country, some people are already living the dream. Tune in to this episode of the Purpose-Driven Wealth podcast as Mo Bina speaks with Fletcher Wheaton of Cabo Key Real Estate, as they talk about Real Property investments in Mexico, the environment and atmosphere, and finance basics you need to know. Learn about the Pros and Cons of buying properties, as well as the related risks and tips for those who want to start buying a piece of paradise. Here’s what you will expect in this episode: Fletcher’s background and moving to Mexico. Geographic markets in Mexico General environment and atmosphere in Cabo Key Language, Tourism, and Transportation Pros and Cons in purchasing real estate in Mexico. Financing in the US versus other parts of the world Pre-Construction and related risks Paying attention to market cycles Property uses for typical buyers. Current demand and supply in Mexico Very low property tax Tips on buying properties for foreigners. About Fletcher Wheaton: Fletcher Wheaton started out in real estate by buying and renting investment properties in his hometown of New Orleans, LA in 2008. In 2015, he fell in love with Baja on a real estate scouting trip to Los Cabos and has lived here ever since. He specializes in pre-construction, vacation homes and investment rental properties - he also owns multiple rental properties here in Los Cabos. Fletcher enjoys the outdoors where you can find him mountain biking, fishing or golfing when he isn’t doing real estate. Fletcher Wheaton Links:Website: YouTube: Connect with Mo Bina on… Website: YouTube: Instagram: Medium:
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Episode 97 - Driving Innovation in the Bitcoin Ecosystem
10/10/2023
Episode 97 - Driving Innovation in the Bitcoin Ecosystem
Sending money to just anywhere in the world is a simple process but carries a lot of restrictions and limitations. The advent of Bitcoin and its lightning network bypasses those limitations in terms of transferring value with finality in the same acceptable level as being handed a 20-dollar bill where nobody can question that you have that amount of value. Join us in this episode of the Purpose-Driven Wealth podcast as Mo Bina interviews Christopher Calicott of Trammell Venture partners, the VC industry’s first Bitcoin-native fund. Learn more about why institutions and large players from Wall Street are very interested in accumulating Bitcoin, as well as taking part in developing use cases aside from existing systems and utilities. Here’s what you will expect in this episode: Christopher’s background and early exposure to Bitcoin How TVP started, and why the focus on Bitcoin Crypto Ventures vs Bitcoin startup investing Manipulating bitcoin is a near impossibility. Smart Contracts and utility of Lightning Network Adoption and use as micro payment system. The different variables of growth The inevitability of step function in price level Wall Street and large players getting involved. Hurdles for bitcoin to become a new monetary order. About Christopher Calicott: Christopher is the career technologist who knows a few things about the internet, Web2, and bitcoin. Having been there from the start (i.e. before Google was a thing), it’s no surprise that his core strength lies in tech strategy and market analysis. A native Texan, Mr. Christopher speaks three (yes, three) languages. After an MBA in Madrid, he moved back to Texas to build TVP with an old buddy. The rest is history. Since then, he’s moved the needle on policy by sitting on the Texas Blockchain Council’s board of directors, where he championed Texas HB4474 which was signed into law by the Texas governor. Not bad Before the world knew the power of decentralization, Christopher witnessed digital currencies fail. But then, an old friend introduced him to Bitcoin. He even recalls extravagant celebrations over wine as its price hit $30 and $100 (gulp). While many scoffed at the prospect, he encouraged macroeconomics professors to take note. As he watched Bitcoin succeed past its expected life, he knew he had a unique opportunity. Thus, TVP was born. Acting as a partner, he’s now participated in countless venture rounds — from Kraken to Unchained and Voltage. Christopher Calicott Links:Website: LinkedIn: X / Twitter: Telegram: Discord: https://tvp.fund/whitepapers/bitcoin-venture-capital-research/ Connect with Mo Bina on… Website: YouTube: Instagram: Medium: For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
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Episode 96 - Diamonds - A Cut Above in the World of Investing
09/26/2023
Episode 96 - Diamonds - A Cut Above in the World of Investing
Podcast: Purpose-Driven Wealth Episode: Episode 96 - Diamonds - A Cut Above in the World of Investing The most consistent lesson in investing is that all assets carry a certain risk, and price is dependent on the market. Investors are always on the lookout for new asset classes to help diversify their portfolio as a way to enhance risk mitigation. Join us in this episode of the Purpose-Driven Wealth podcast, as Mo Bina talks to Chris Dessi of Diamond Standard about how they created the first and only regulator-licensed diamond commodities. Learn about how they successfully leveraged the blockchain technology in establishing diamond as an investable asset class. Here’s what you will expect in this episode: A lot of steps to following your passion Dealing with the work-life balance Understanding your time limitations and executing on that Structure and routine help keep you on track. Working with Cormac Kinney – Founder of Diamond Standard The diamond industry, and the supply and demand drivers Leveraging the blockchain technology in Diamon Standard Coin The world's most efficient diamond buyer Democratization of diamonds as an asset class 2% of the mined diamond is a $200 billion market. Correlation of this asset class with traditional investments On investors looking to diversify their portfolio Are there asset specific risks in investing in diamond? An investment vehicle for accredited investors About Chris Dessi: Chris is the Chief Revenue Officer at Diamond Standard. He is a renowned serial Tech entrepreneur, 3x author, and TEDx speaker. Chris is the former founder & CEO of Silverback Social (sold to Performline, Inc), winning the SmartCEO Future 50 Award in 2016. Chris has a BA in Psychology from Loyola University Maryland and an MS in Direct and Interactive Marketing from New York University. He regularly appears on CNBC, CNN, Fox News, Good Day New York, & FOX BUSINESS’s Varney & Co Chris Dessi Links: Website: https://www.diamondstandard.co/ Reach Out Directly to a Sales Associate: https://diamondstandard.idevaffiliate.com/172.html Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 95 - Alternative Paths to Profit - Exploring Private Lending and Life Settlements
09/19/2023
Episode 95 - Alternative Paths to Profit - Exploring Private Lending and Life Settlements
Podcast: Purpose-Driven Wealth Episode: Episode 95 - Alternative Paths to Profit - Exploring Private Lending and Life Settlements If you heard about someone who went through bankruptcy and came out with a higher net worth, would you want to know how they did it? In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes Rob Napolitano of Grit Partners, and one of the very few people who was able to successfully navigate and beat the turbulent waters of bankruptcy. Rob's shares his knowledge of understanding and mitigating risks in various asset classes, as well as an astounding combined asset portfolio that monetizes time. Here’s what you will expect in this episode: Rob's background, from mortgage banking to legal support company About Grit Partners and how they can help people The issue of too much debt Understanding, identifying, and mitigating risks The value and risks in distressed assets How to invest in life settlements? On Mortgage notes and life insurance policies. How life settlements monetize time without overhead. Risk mitigation in combined investment portfolio For life settlements, when is an appropriate time to exit? About Rob Napolitano: Rob Napolitano is a Distressed Mortgage Debt Strategist and Consultant, guiding investors through a volatile landscape. He specializes in impaired banking, real estate, and life insurance assets, and is also a Boutique Alternative Asset Fund Manager. He grew up in New York and was raised by parents that emigrated from Italy to the US in the 1960s. He started to learn about real estate at a young age watching his parents work hard, save money and invest in multi-family real estate. In the 2007-2008 financial crisis, Rob found himself over-levered, insolvent and filing for Chapter 13 bankruptcy. Realizing the system is unfairly rigged, he went into defense and offense by and successfully came out of the bankruptcy with a higher net worth. With his in-depth understanding of the system, he went into law school, became a paralegal, and is now helping people guard and protect their children's future. Rob Napolitano Links: Website: https://www.capturingtomorrow.com/ LinkedIn: https://www.linkedin.com/in/therealrobnap Email: [email protected] Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 94 - Diversifying Your Portfolio - Real Estate Investing in Different Cities
09/06/2023
Episode 94 - Diversifying Your Portfolio - Real Estate Investing in Different Cities
Is it possible for individual investors to invest a small amount in real estate from different cities? In this episode of the Purpose-Driven Wealth podcast, Mo Bina talks to John Green, founder of Nada and City Funds. Nada, as an investment platform, gives anyone access to investing in real estate backed by a team of experts who are overseeing selection of diverse properties in different locations. Here’s what you will expect in this episode: John's background from mortgage banking to founding Nada. How Nada and City Funds work? Taking Equity without having to refinance Types of properties in their basket of real estate assets. Identifying which cities to designate a City Fund for Evergreen funds, number of assets, and diversification Minimum investment amount and qualified investors Having downside protection in investments. On average holding time for equities About John Green: John Green is a co-founder of Nada, where he has served as CEO since its inception. In addition, Mr. Green is a Managing Partner of Cityfunds. Prior to his role as CEO of Nada, Mr. Green spent 10+ years in the mortgage industry where he led teams for Strategy & Innovation, and Risk & Quality. Prior to his career in financial services, Mr. Green was a professional recording and touring artist where he published two albums. Mr. Green has been a member of the American Society of Composers, Authors, and Publishers since 2006. Mr. Green is also an active and published member of the Forbes Finance Council. John Green Links: Website: https://www.nada.co/ Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 93 - Cheers to Wealth - The Benefits of Investing in Fine Wine and Spirits
08/29/2023
Episode 93 - Cheers to Wealth - The Benefits of Investing in Fine Wine and Spirits
How much do you need to invest in fine wine and spirits? Is this a profitable asset class? Tune in to this episode of the Purpose-Driven Wealth podcast, as Mo Bina sits with Elle Williams, Director of Business Development for Vint. Together, they discuss how the wine and spirits trade works as an asset class, and how anyone can easily participate in these investments through companies like Vint. Here’s what you will expect in this episode: How the wine and spirit industry work. Quality in production and aging characteristics Wine as an alternative investment Risks to this type of investment Drivers of demand and low volatility How Vint works and the services they offer. When to liquidate or sell a collection Who are consumers of these wines? A significant return and weighing the risks. Between a security and investing as a bottle The benefits of fractional ownership About Elle Williams: Elle Williams is the Director of Business Development for Vint, the first securitized wine and spirits investment platform. Ms. Seybold began her career as an analyst at MSD Capital in New York. From there she joined Highbridge Capital and, following that, shifted into investment banking with Merrill Lynch. She eventually returned to the buyside with Beekman Capital where she become a Partner and the Director of Research. Throughout her life, Ms. Seybold has had a strong interest in wine, pursuing accreditation in the industry with the Wine & Spirits Education Trust (WSET). Ms. Seybold has her Level III certificate in wine and is pursuing her Diploma with the goal to obtain her Master of Wine. Elle Williams Links: Website: https://vint.co/ Email: [email protected] Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 92 - Endless Opportunities - Harnessing the Power of Non-Food Franchising
08/22/2023
Episode 92 - Endless Opportunities - Harnessing the Power of Non-Food Franchising
What if you could have your own business by getting one through franchising? And it’s not just about food! Join host Mo as he delves into the world of franchising with renowned franchise consultant and author, Jon Ostenson. In this episode, you will: Learn the franchise advantage Know about the franchisee experience from Jon himself Explore the numbers and compare the risk and investment in franchising Gain insight on emerging trends and innovations in franchising Find the perfect fit on starting on your franchise venture- have an overview on what to prepare if you’re interested in getting your own franchise About Jon Ostenson: Jon is a Certified Franchise Consultant, owner/investor, author, and international speaker specializing in the area of non-food franchising. He draws on his experience as both the president of an Inc. 500 franchise system and as a multi-brand franchise in serving his consulting clients that are looking to explore business ownership opportunities. Know more about Jon on: Website: https://franbridgeconsulting.com/ LinkedIn: https://www.linkedin.com/in/jonostenson/ Connect with Mo Bina on: Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/
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Episode 91 - Unlocking Doors - The Value of Communication and Networking
08/15/2023
Episode 91 - Unlocking Doors - The Value of Communication and Networking
In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes Adam Carswell. They talk about the value of communication and its role for success in life. Adam has built an extensive network of professionals, and his ability to connect different people led him to an active role in Liberland as the host of their podcast. Join as we discover how the ability to communicate impact our ability to develop a solid network of people. Can good communication really help us in growing our investment portfolio? Tune in to know the answer. Here’s what you will expect in this episode: On the value and importance of communication Teaching younger people to communicate effectively. Recommendations on improving communication skills. On connecting with others On growing and nurturing a network Using Linked to get people connected. About Liberland Hosting the Liberland Show The spirit and ideals of Liberland On blockchain-based governance About Adam Carswell: Adam J. Carswell is an Entrepreneur, Podcaster, a LinkedIn Power-Networker, and New Media Marketing Maverick. He is the Co-Founder of RaiseMasters, the #1 Mastermind for Elite Capital Raisers. Adam earned the moniker “The Voice of Liberty ‘’ as the Master of Ceremonies at Liberland national events and hosts the nation’s podcast; the Liberland Show. Over the years, Adam has interviewed industry leaders such as Grant and Elena Cardone, Doug Casey, Marc Faber, and Rick Rule. Adam Carswell Links: Website: https://www.carswell.io Liberland Video: https://youtu.be/YF3TQKV-IOE LinkedIn: https://www.linkedin.com/in/ixcarswell Adam's LinkedIn 101 Course (Need to request access): https://drive.google.com/drive/folders/1rm_pXllNaIJNStrQDbfnLn-F5Z64k87s?usp=drive_link Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 90 - Dirt to Dollars - Creating Value in Farmland Investing
08/08/2023
Episode 90 - Dirt to Dollars - Creating Value in Farmland Investing
In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes George Bravante of Bravante Farm Capital in a discussion about what you need to know when starting with farmland investments. From his years of experience in this industry, George takes on a journey from selecting properties, ensuring water security, fruit quality, and sustainability. What are agricultural assets? What do we need to know and understand in getting into the farmland space? Tune in to learn more about farmland investing! Here’s what you will expect in this episode: How George got started with Farmland Investing Selecting which properties to buy A structured approach on reliable water sources On why there are not a lot of activity in the area. Ranches trade per acre, not by cap rates What people look for in acquiring agricultural lands. Ways to add value to agricultural land Sourcing new farmland opportunities Due diligence process, potential risks, and downsides On water security and trends from COVID On fruit quality, farmer markets, and sustainability Investing with Bravante Farm Capital About George Bravante: George has spent the last 20 years building a vertically integrated farming business. In the early 1990’s he started with a small vineyard and winery development in the Napa Valley of California. This initial taste of farming ignited a new passion for agriculture and investing in the San Joaquin Valley. In the past 20 years Bravante Farm Capital has acquired over $175 million in agricultural assets including, citrus, table grapes, wine grapes, stone fruit and pistachios. Before founding Bravante Farm Capital, He spent 10 years in the real estate private equity business as the President of Colony Advisors, Inc. and was the President of American Real Estate Group before that. Before his time in private equity, he worked for Ernst & Young. He graduated from the University of South Carolina in 1982 with a Bachelor of Science degree in accounting. He currently serves on the board of directors of Sabre Corporation and of the KBS Growth & Income REIT. George Bravante Links: Website: https://bravantefarmcapital.com/ Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 89 - Open Roads, Open Opportunities - Exploring RV Park Investing
08/01/2023
Episode 89 - Open Roads, Open Opportunities - Exploring RV Park Investing
What are RV Parks, and why are they a compelling asset class right now? In this episode of the Purpose-Driven Wealth podcast, Mo Bina welcomes back Paul Moore as he talks about RV Parks. What are the current trends and opportunities in this new type of asset class? Paul's decades of experience in real estate investing helps provide a value driven perspective in this type of investment. Here’s what you will expect in this episode: Big picture thoughts on FUD from investors On finding undervalued assets On RV Parks as a compelling asset class Finding the right operators for projects Trends in RV Camping since COVID Impact of remote work revolution An RV sharing platform Types and Classifications of RV Parks RV Amusement Parks with activities Value Adding opportunities in RV Park space. Profile of RV Park owners On typical operations for parks Preferred locations for RV Parks On balancing asset allocations On RV gas mileage and affordability Advice on entering this type of investment. About Paul Moore: Paul Moore is the Founder and Managing Partner of Wellings Capital. After graduating with an engineering degree and then an MBA from Ohio State, Paul entered the management development track at Ford Motor Company in Detroit. After five years, he departed to start a staffing company with a partner. They scaled and sold the company to a publicly traded firm five years later. After a brief “retirement” in his early 30s, Paul began investing in real estate in 1999 to protect and grow his own wealth. He completed over 85 real estate investments and exits, appeared on HGTV’s House Hunters, rehabbed and managed dozens of rental properties, and developed a subdivision. After completing three successful real estate developments, including assisting with the development of a Hyatt hotel and a very successful multifamily project, Paul narrowed his focus on commercial real estate in 2011. Paul is married with four children and lives in Central Virginia. Paul Moore Links: Website: https://www.wellingscapital.com/resources Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 88 - Beyond Stocks and Bonds - Unveiling the Potential of Precious Metals
07/25/2023
Episode 88 - Beyond Stocks and Bonds - Unveiling the Potential of Precious Metals
Owning precious metals, like gold and silver are currently gaining accelerated adoption by the regular consumers as way to protect and store value. So, why is gold taking off right now, and what are the basic stuff you need to learn about owning it? Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with Dana Samuelson, the founder of American Gold Exchange and a protégé of the legendary, James Blanchard III. Their discussion takes us from understanding the economic value of gold and precious metals to things to consider when storing them. Here’s what you will expect in this episode: Dana’s background and how he got involved in previous metals. Why are central banks accelerating their purchases of gold? On de-dollarization and currency fluctuations The financial situation as tied to China, Russia and Ukraine Thoughts on dollar alternative as a reserve currency On owning gold versus fiat and digital currencies US debt increase, and the purchasing power of dollar Owning Gold and Silver as your savings or insurance policy Recommendations on owning physical precious metals. Counterfeit gold bars versus sovereign minted coins On vintage US gold and silver coin On professional storage facilities and its benefits AGE’s advice to consumers on precious metals. About Dana Samuelson: Dana has 42 years of experience in precious metals and rare U.S. gold coin buying and selling. He founded American Gold Exchange, which has an impeccable national reputation for integrity, consistently high service to their clients, reliability, and transparent pricing. They are endorsed by numerous national newsletter writers, educational conference promoters and private investors in the financial, market analysis, real estate and tax professional industries. A professional numismatist since 1980, Dana worked for some of the most influential precious metals trading companies in the nation before founding AGE in 1998. For nearly a decade he was a personal protege of James U. Blanchard III, one of the true giants of the industry and the individual most responsible for re-legalizing the private ownership of gold in the U.S. His statements has been quoted by Forbes and Market Watch and appeared on Fox Business, and also speaks to groups and conferences on precious metals and macro financial market analysis. He is the past president of the Professional Numismatist Guild, an exclusive nonprofit organization composed of the world's top rare coin and paper money experts, whose primary mission is to make the hobby safe for collectors and investors by maintaining rigorous standards of excellence among dealers. He holds a B.A. from Washington and Lee University. Dana Samuelson Links: Website: https://www.amergold.com/ Facebook: https://www.facebook.com/AmericanGoldExchange LinkedIn: https://www.linkedin.com/company/28141277 Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 87 - Planting Seeds of Wealth - Unlocking the Potential of Farmland Investments
07/18/2023
Episode 87 - Planting Seeds of Wealth - Unlocking the Potential of Farmland Investments
What is Agricultural Real Estate, and how can this asset class help with the current inflationary market? What do I need to know, and how much do I need to start investing? In this episode of the Purpose-Driven Wealth podcast, join Mo Bina as he talks with David Chan of FarmTogether about all the basic topics you need to know to get started on Agricultural Real Estate, and how their company can help you grow your investment while promoting sustainability in agriculture. Here’s what you will expect in this episode: David's story: From studying meteorology to Agriculture Investing On Agricultural Real Estate and farmland index Farmland as an inflation hedge and a portfolio diversifier On how value is created: income and appreciation return. Evaluating water security of the property Strategies on price risk mitigation A proprietary tool on sourcing investment opportunities Locations of Farmland Assets On the selection process of potential properties On sustainability labels and regenerative farming practices. The leading harvest farmland management standard. How can investors participate in farmland investments? Farmland Investment Education on their website About David Chan and FarmTogether: David has over 7 years of experience in finance and technology across agribusiness. He holds an MBA from Harvard Business School and a BS in Atmospheric Sciences from Cornell University's College of Agriculture and Life Sciences. Prior to joining FarmTogether, David was a Senior Private Equity Associate at AMERRA Capital Management, an asset manager that specializes in ag investments. He previously worked at Prudential Agriculture Investments, Gro Intelligence, & Barclays Investment Bank. David is also a member of the LEAD NY's Class 19, a leadership program managed by Cornell for committed leaders in the agriculture and food sectors. FarmTogether is a farmland investment manager powered by cutting-edge tech. The firm leverages technology and data science to tap into unparalleled farmland opportunities, and to enrich a scalable pipeline of deals to meet investors’ evolving needs. Investors enjoy top-tier institutional-quality farmland offerings, a hassle-free fully digital investment experience, and the opportunity to drive agriculture towards sustainability on a massive scale. FarmTogether Link: Website: https://farmtogether.com/ Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 86 - Using Your Retirement Account to Breakaway From Wall Street
07/11/2023
Episode 86 - Using Your Retirement Account to Breakaway From Wall Street
Planning for your future starts today! Join host Mo with guest Kaaren Hall, the visionary founder of uDirectIRA, as they share the game-changing strategy to break free from the limitations of Wall Street-- using your very own retirement account. In this podcast, they explore the benefits of self-directed IRAs that would help you maximize your own assets beyond the stock market. For this episode: Learn what is a self-directed IRA Know the difference and the advantage of it than other retirement accounts Navigate the misconceptions about having a self-directed IRA account Explore the aspect of leverage in generating income from your value assets Know the regulatories of self-directed IRAs About Kareen Hall: Kaaren is the President and CEO of uDirect IRA Services. uDirect IRA Services specializes in enabling individuals to take control of their retirement investments through self-directed IRAs. Expand your investment horizons beyond Wall Street with diverse asset options for your retirement funds. Follow Kaaren on: https://www.facebook.com/uDirectIRA https://twitter.com/uDirectIRA https://www.instagram.com/udirectiraservices/ https://www.linkedin.com/company/851967 https://www.youtube.com/c/uDirectIRA https://www.linkedin.com/groups/137760/ https://udirectira.com/ [email protected] Connect with Mo Bina on: Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/
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Episode 85 - Discover How Royalties Can Be a Golden Opportunity
06/27/2023
Episode 85 - Discover How Royalties Can Be a Golden Opportunity
With current inflationary environment, how does gold provide an opportunity as an asset? Are there other ways to invest in gold other than owning it physically? Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with David Garofalo of Gold Royalty on the merits of investing in gold, understanding mining equity, and the merits of acquiring mining royalty. David is an industry leader in mining investments, and he and his board of managers have a combined industry experience of over 400 years. Here’s what you will expect in this episode: David’s background: 35 years in Mining On central Banks increasing their gold reserves On de-dollarization and the current inflation cycle How can you participate in the gold rally? Mining Equity vs Royalty Different Types of mining companies. Mining Equities and the leverage play What is royalty, and its benefits? The best mining jurisdictions in the world On vetting potential investments A very successful IPO and growth in revenue The landscape of royalty space. On ways to get royalties and rates of return About David Garofalo: David Garofalo has served as Chief Executive Officer, President and Chairman of the board of directors of the Gold Royalty since August 2020. He has worked in various leadership capacities in the natural resources sector over the last 30 years. Prior to joining Gold Royalty, he served as President, Chief Executive Officer and a director of Goldcorp Inc., a gold production company headquartered in Vancouver, until its sale to Newmont Corporation in April 2019. Prior to that, he served as President, Chief Executive Officer and a director of Hudbay Minerals Inc. from 2010 to 2015, where he presided over that company’s emergence as a leading metals producer. Previously, he held various senior executive positions with mining companies, including Senior Vice President, Finance and Chief Financial Officer and a director of Agnico-Eagle Limited from 1998 to 2010 and as treasurer and other various finance roles with Inmet Mining Corporation from 1990 to 1998. He was named Mining Person of the Year by The Northern Miner in 2012 and Canada’s Chief Financial Officer of the Year by Financial Executives International Canada in 2009. He holds a Bachelor of Commerce from the University of Toronto and is a Fellow of the Chartered Professional Accountants in Canada and a Certified Director of the Institute of Corporate Directors. He also serves on the board of directors of the Vancouver Board of Trade and the Vancouver Symphony Orchestra. David Garofalo Links: Website: https://goldroyalty.com/ Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 84 - Exploring the Alternative Investments Spectrum
06/20/2023
Episode 84 - Exploring the Alternative Investments Spectrum
Different asset types are traditionally used to hedge against other types that are experiencing a market downturn, but with the current environment, even crypto tends to rise and fall in the same trend as market activity in general. So, what are alternative investments, and how can it help your investment portfolio? Join Mo Bina in this episode of the Purpose-Driven Wealth podcast with Stefan von Imhof, CEO of alts.co in a very informative discussion on alternative investments. They discuss different asset classes, like sports memorabilia, concert posters, wine, and vinyl records. Stefan’s alts.co are creating databases and indexes on untapped assets and markets. Here’s what you will expect in this episode: Stefan’s story: from micro private equity to alternative investments Alternative investments and its role in portfolio diversification How alts.co helps investors? On building databases and indexes for alt assets Analyzing asset performance based on the database. On data sources for sports memorabilia Creating data and indexes for markets without one. On wine as an asset class On luxury watch market Selecting asset classes or opportunities Red flags when vetting or evaluating. Authenticity issues on wine, tequila, and alcohol Alternative asset classes that alts.co currently like On cash flow-based vs appreciation-based opportunities About Stefan von Imhof: Stefan is the co-founder and CEO of Alts.co. He’s a huge fan of alternative investing and has a strong background in alternative asset analysis and valuations. Prior to co-founding Alts.co, Stefan was Head of Product at Flippa where he created Flippa’s Due Diligence Program, He also spent time at Citrix and lynda.com, which was bought by LinkedIn, and was the first product manager at HG Insights, a market intelligence company that sold to Riverwood Capital Partners in 2020. Originally from Boston and later Santa Barbara, CA, he now lives in Australia with his wife & Boston Terrier, Charlie. Stefan von Imhof Links: Website: https://alts.co/ Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 83 - Is the Traditional 60/40 Portfolio Good Enough?
06/13/2023
Episode 83 - Is the Traditional 60/40 Portfolio Good Enough?
Traditional investment has been practiced for quite a few generations of investors now and has been largely successful and reliable. However, the current evolution of technology and market trends has produced more asset classes that could call into question that reliability. Is the traditional portfolio good enough, or could we be missing out on opportunities here? Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with Drew Spaventa of The Spaventa Group (TSG), about traditional investment portfolio versus alternative investments. Learn how TSG helps investors through sound financial planning, seeing through the hype, and promoting financial education and awareness for their clients. Here’s what you will expect in this episode: Drew's background: From a stockbroker to launching TSG On Alternative Investments Disadavantages of the 60/40 Portfolio On diversification of assets and more options for investors How alternative investment industry changed? On educating people about asset classes and financial strategies Technology in investing. How TSG provides investment opportunities Chasing an idea vs chasing the team behind it. Process of vetting potential opportunities Utilizing a network to get access to financials. On red flags and dealbreakers On company valuation and growth Projected trends in the next 5-10 years On retail investment, liquidity and short-term mindsets. On clarifying liquidity with clients. On inflation, financial planning, and putting money to work. On TSG subsidiaries focusing on specifics About Drew Spaventa: Drew Spaventa is the fearless founder and CEO of The Spaventa Group (“TSG”). After over a decade in finance as an investment manager, managing director, and fund manager, Drew decided to achieve his vision of creating an “investment firm of tomorrow”, and thus TSG was born. Drew is currently a member of the Forbes Finance Council and regularly appears on top podcasts. Drew Spaventa Links: Website: www.tsginvest.com Facebook: www.facebook.com/tsginvest/ Twitter: twitter.com/tsginvest LinkedIn: www.linkedin.com/company/tsginvest IG: @tsginvest Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 82 - A Real Estate Discussion from A to Z
06/06/2023
Episode 82 - A Real Estate Discussion from A to Z
The real estate market is without question, a massive structure, and for anyone who wants to start investing in it, the first question is, where and how do I take a bite? Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he talks with Shannon Robnett of Shannon Robnett Industries (SRI) on a very clever discussion about real estate, tenants, different asset classes, current financial crisis, geographical markets, and an amazing insight into utilizing blockchain technology as a way to secure your investments. Here’s what you will expect in this episode: Shannon's background: Construction and Development On assets developed and drivers for growth in Idaho On looking forward the next 5-10 years Commercial Real Estate market in Idaho On other geographic markets SRI is working on About Industrial Real Estate and its advantages About Flex and Multi-Tenant Spaces and tenants that stay. On moving to Houston and related economic factors On Florida business politics and market aspects Funding, development, syndication, and catering to multiple investors Blockchain based tokenization on real estate equity and debt. Benefits, drawbacks, and technology development for tokenization. On blockchain transparency versus current banking system Current market outlook, and the demand for housing and industrial properties. About Shannon Robnett: Shannon Robnett has been a leading real estate developer and syndicator in Boise, Idaho. He comes from 5 generations of real estate professionals. They specialize in the acquisition of development land, entitling it, and once ready for construction they involve their syndication partners in the actual real estate. Shannon Robnett Industries is the vision led parent company of three subsidiaries (My Vertical Equity, Phoenix Commercial Construction, and EMS Property Management). With over 25 years of experience, Shannon has been involved in over $350 million of construction projects. He is also the host of the podcast show, Robnett's Real Estate Rundown. Shannon Robnett Links: Website: https://shannonrobnett.com/ Connect with Mo Bina on… Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 81 - Building Your Rental Property Portfolio
05/31/2023
Episode 81 - Building Your Rental Property Portfolio
Ever dreamed about having a lucrative income without the hard work of a regular nine-to-five job? This episode is for you! Join Mon Bina as he talks with Dustin Heiner, Founder of MasterPassiveIncome.com. In this episode, Dustin shares his experience on building and earning from his passive income and how you can start yours, too. For this episode: Learn a mindset change about risk and investment How to start setting up your systems as a passive income investor Have an overview on location and property studies and the reality of taxes Learn how to choose properties Understand how time can be your most valuable resource as an investor About Dustin Heiner: Dustin Heiner is founder of Master Passive Income and the Master Passive Income Podcast where he reveals his real estate investing business and rental property strategies that he used to quit his job at the age of 37. With his books, online courses, personal coaching, he helps many real estate investing students build an automatic business that makes monthly cash flow so they can quit their job and live the dream life. Catch up with Dustin on: Text: RENTAL to 33777 Website: https://masterpassiveincome.com/freecourse Website: https://rewbcon.com 10% OFF Use promo code: PODCAST Instagram: https://instagram.com/thedustinheiner Connect with Mo Bina on: Website: https://www.high-risecapital.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ Medium: https://mobina.medium.com/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 80 - So You Wanna Be a Land Flipper?
05/23/2023
Episode 80 - So You Wanna Be a Land Flipper?
Discover the world of land flipping with Mo Bina and David Van Ginhoven in the latest episode of the Purpose-Driven Wealth podcast! Join David, a specialist in land flipping with Land Profit Generator, as he shares his expertise and insights on this less risky, less expensive, and less competitive real estate investment model that can be done remotely. From his system for buying and selling land without agents or brokers to his marketing strategies, David's goal is to educate and support those who want to make land flipping their first investment strategy. Here’s what you will expect in this episode… Land flipping as a less risky and less competitive real estate investment model System for buying and selling land without the involvement of agents or brokers Marketing strategy for finding potential sellers through direct mail Criteria for picking a county and area for land flipping, including path of growth and high demand Resources for learning more about land flipping, including a podcast and Facebook group And so much more! About David Van Ginhoven: David Van Ginhoven is a virtual land flipper and the owner of Easy Land Investing, a business that helps people invest in land. He buys and sells properties across 17 states in the United States and in 2 countries. His business focuses on land investments ranging from hundreds to millions of dollars, and he has been helping beginners make their first investment since 2016. Connect with David Van Ginhoven on… Website: http://www.learnlandflippingpodcast.com/ Facebook Group: https://www.facebook.com/LandProfitGenerator/ Twitter: https://twitter.com/davidvaninvest Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 79 - Is it Time for a Monetary Revolution?
05/16/2023
Episode 79 - Is it Time for a Monetary Revolution?
Join Mo Bina and Eric Yakes in this insightful episode of the Purpose-Driven Wealth podcast as they delve into the world of finance and Bitcoin. Eric, a finance and economics graduate, shares his journey in the financial industry and how it led him to the revolutionary Bitcoin space. He believes that Bitcoin can bring a private alternative monetary system that will enable freedom for many different people and reduce the size and power of governments. He views Bitcoin as a revolutionary technology that can significantly impact what it is capable of doing for society in the long run. This episode is a must-listen for anyone interested in understanding the properties of money and the potential of Bitcoin as a new form of currency. Here’s what you will expect in this episode… Eric's background and how he got interested in Bitcoin The role of the Federal Reserve and primary bank dealers in creating demand for government bonds, leading to inflation and wealth inequality Bitcoin's potential as an alternative to fiat currencies and traditional financial systems The properties of money and how they relate to Bitcoin's role as a potential new form of money Eric's view on Bitcoin as a revolutionary technology that can significantly impact society in the long run, despite the difficult transition from the current financial system And so much more! About Eric Yakes: Eric Yakes graduated with a double major in finance & economics from Creighton University and 3 years later earned my CFA charter. He began his career at FTI Consulting in their Corporate Finance and Restructuring group for the TMT industry and then moved to Lion Equity Partners, a distressed buyout private equity fund. All the while he intently followed Bitcoin, and its development eventually led him to author the book: The 7th Property: Bitcoin and the Monetary Revolution. He is currently working towards building a bitcoin financial services business. Connect with Eric Yakes on… Website: yakes.io Twitter: @ericyakes LinkedIn: https://www.linkedin.com/in/eric-yakes-598a6956/ Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 78 - How Can I Become A Wicked Smart Investor?
05/09/2023
Episode 78 - How Can I Become A Wicked Smart Investor?
Looking to become a wicked smart real estate investor? Look no further than the latest episode of the Purpose-Driven Wealth podcast, where Mo Bina sits down with real estate expert and bestselling author Chris Prefontaine. Chris is the CEO of Smart Real Estate Coach and has been in the real estate space since 1991. In this episode, he shares his journey and expertise on creative financing and buying properties on lease purchase or owner financing. Chris emphasizes the importance of managing expectations and fixing the need for a deal before entering the Wicked Smart Community. Here’s what you will expect in this episode… Chris Prefontaine's Real Estate Journey and Strategies The Benefits of Joining the Wicked Smart Community for Real Estate Investing Understanding the Volatility of the Real Estate Market and How to Pivot Creative Financing: A Key Strategy for Real Estate Investors Hard Work and Perseverance: Essential Elements for Success in Real Estate Investing And so much more! About Chris Prefontaine: Chris Prefontaine is a successful real estate expert, author, and CEO of Smart Real Estate Coach. With over 31 years of experience in the industry, Chris has built a successful career in constructing new homes, owning a Realty Executive Franchise, running his own investments, and coaching clients throughout North America. After the 2008 market crash, he reengineered his business to weather all economic cycles and now helps students navigate the constantly changing real estate industry. Through his own creative financing business and coaching, Chris and his team help students across North America achieve financial freedom by doing real estate deals. Connect on Chris Prefontaine: http://wickedsmartbooks.com/purpose/ https://wickedsmartacademy.com/mastersclass https://smartrealestatecoach.com/family/#chris-pre LinkedIn: https://www.linkedin.com/in/chrisprefontaine/ Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 77 - Targeting Investment Opportunities in Latin America
05/02/2023
Episode 77 - Targeting Investment Opportunities in Latin America
Join Mo Bina in this episode of the Purpose-Driven Wealth podcast as he sits down with Josh Ziegelbaum, Director of Investor Relations at Legacy Group. Discover why Legacy Group invests in Latin America, particularly in Colombia, and their flagship portfolio company, the Green Coffee Company. Josh emphasizes the importance of diversification across asset classes and geographies for investors, as well as the risks associated with investments in Latin America. He also shares the company's plans to acquire more land and grow up to 15,000 acres in the US by the end of 2023. Here’s what you will expect in this episode… Importance of diversification across asset classes and geographies for investors Legacy Group's investment focus in Latin America, primarily in Colombia Discussion of flagship portfolio company, Green Coffee Company Risks associated with investments in Latin America, including weather and political risks Legacy Group's business plan to acquire more land and grow up to 15,000 acres by the end of 2023 in the US There is still so much more to learn so tune in! About Josh Ziegelbaum: Josh Ziegelbaum is the Director of Investor Relations at Legacy Group, a Fort Lauderdale-based alternative asset manager that targets investment opportunities in Latin America. He is responsible for managing investor communications, onboarding, individual and commercial clients, as well as overall support of company initiatives. He was also a Private Banker for Wells Fargo, where he focused on complex credit needs and investments in public securities. Josh studied economics at Rutgers University and received a Series 7 license in 2017. He is known for his passion around building deep relationships with his clients and for consistently acting in their best interests. Connect on Josh Ziegelbaum: Website: https://legacy-group.co/ Email: [email protected] LinkedIn: https://www.linkedin.com/in/josh-ziegelbaum-85a01270/ LinkedIn: https://www.linkedin.com/company/legacygroup/ Connect with Mo Bina on… Website: https://www.high-risecapital.com/ Medium: https://mobina.medium.com/ YouTube: https://www.youtube.com/channel/UC5ISsEKBHlkX7lk9b68SKLA/featured Instagram: https://www.instagram.com/highrisecapital/ For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here: https://www.high-risecapital.com/resources-index
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Episode 76 - The Value of Bitcoin in a Layered Money System
04/25/2023
Episode 76 - The Value of Bitcoin in a Layered Money System
Episode 76 - The Value of Bitcoin in a Layered Money System Bitcoin took the financial landscape by storm. Its convenient access even to non-traders attracted a huge fraction of investors ranging in different age groups. But what is bitcoin? How does it interact with our current money system? What value does it provide? In today’s episode, tune it to Mo’s interview with financial researcher, finance professor, and author of the #1 bestseller Layered Money: From Gold and Dollars to Bitcoin and Central Bank Digital Currencies, Nik Bhatia. Nik and Mo talk about a brief history of bitcoin, where we are today, and where we are going in a layered money system. They also discuss the hierarchical role and value that bitcoin’s plays in our money system. About Nik Bhatia: Nik Bhatia is a financial researcher and Adjunct Professor of Finance and Business Economics at the University of Southern California Marshall School of Business, where he teaches Applied Finance in Fixed Income Securities. He is author of the #1 bestseller Layered Money: From Gold and Dollars to Bitcoin and Central Bank Digital Currencies. He currently writes The Bitcoin Layer, a research publication on Substack. Previously, Nik worked on the US Treasuries trading desk for a large institutional asset manager and has extensive trading experience in money markets and interest rate futures. He has a BA in Social Sciences from University of Southern California, a Master in Finance from IE Business School in Madrid, Spain, and is both a CFA and CMT charterholder. Nik lives in Los Angeles with his wife and daughter. Learn more at www.LayeredMoney.com. Catch Nik on: thebitcoinlayer.com layeredmoney.com Connect with Mo on: Website: YouTube: Instagram: Medium: For more information on passive investing in commercial real estate, please check out our free eBook — More Doors, More Profits — by clicking here:
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