On the Mark

I had the pleasure of engaging with Erin Thompson, the founder of the “Aspire for More with Erin” Podcast and a true inspiration and thought leader in the Senior Living space. We discussed how impactful creative financing and tax planning can be for seniors to keep them from paying massive amounts of unnecessary capital gains taxes. Tune in to learn more!

In this episode I was joined by Julie Podewitz, CEO and Founder of Grow Your Occupancy. Julie shared insights on the most common challenges that Sales Directors in the Senior Living industry face when trying to overcome the common objections seniors have with moving into a new Senior Living Community. We also discussed the role that creative financing can play in facilitating the care that seniors...

Real Estate Investing can be lucrative and addicting, but also come with challenges specifically pertaining to financing. Watch this session where Mark explores some non-traditional solutions for investors to use when they are seeking various financing needs like acquiring new properties, manage turns, and more!

Join Mark Maimon for an overview of strategies to take advantage of the current rate environment. Anyone who has taken a loan in the past couple years may be a good candidate for refinancing. But should people refinance now while rates are still declining or should they wait for even lower rates to materialize over the next couple years? Come to this session to find out – you might be surprised by...

Preparing an aging parent for a secure financial future canbe a daunting task, but it’s much more difficult if you don’t plan ahead. In this session, our guest Aaron Steele from Steele Capital Management and I explore the things that the kids of our elder generation can do to help them stay ahead of the significant costs of care and other aspects of aging. Preparing your family for this inevitable...

Divorce can be tricky, especially as it relates to how to handle the marital residence. Tune in to this session where we interview an expert family law attorney and financial advisor on how to prepare for these important negotiations and why it’s so important to interact with a full team of financial professionals early in the separation process to avoid crucial missteps.

Transitioninghomes can be very complicated and expensive, but not if you plan wayahead!  Check out this session to learn how to plan for your future moveand create actionable steps to ensure you hit your target.  This approachcould save you tens of thousands of dollars just by preparing in advance, sodon’t miss out! 

The issue of “deferred maintenance” in condo and coop buildings is becoming a very common issue that lenders struggle with, especially in markets like NYC and Floridawhere there are a lot of apartment buildings.  Tune into this episode to learn more about why the number of affected buildings is growing exponentially and what you can do as an agent, buyer, or seller to circumvent theimplications. B...

Mark will guide you on the Financing Solution for the NAR Ruling.

Buying a property in cash may be one of the worst financial moves you can make! In this session, Mark and his co-host Simon Brady with Anglia Advisors explore how you can grow your net worth by millions of dollars through compounding gains on your investments that you otherwise wouldn’t have available if you were to buy a property in cash. The amount of money people walk away from will shock you,...

With wage growth not keeping up with quickly rising home prices, it’s nearly impossible for younger adults to save enough for a down payment to buy a home.  However, our partnership with Nestment is addressing that issue head-on!  Nestment CEO Niles Lichtenstein joins us to talk about the benefits of combining resources by co-buying with others to help start a real estate journey decades sooner th...

Money is personal and complicated and can carry a lot of baggage and emotions. People oftentimes have deep rooted insecurities and tendencies with money that stem from their upbringing. In this session, we learn from the incredible Stephanie Genkin CFP about the newer trade of “Financial Therapy” that helps break down those tendencies in order to have a more productive relationship with money.

Parents often struggle with how to teach their kids about money, but helping them develop a basic understanding of how to spend, share, save and invest can build financial confidence for the rest of their lives.  Tune into this session with expert advisor and author Rachel Gottlieb where we discuss how to help young kids understand money and the steps that parents and guardians can take early in t...

There are several industries that have been affected bystrikes and general downturns in 2023 – primarily the Entertainment, Real Estate and Automotive industries.  In this episode, Mark and his team member Gabi Feuer discuss how people in affected industries can use creative financing solutions to get loans approved despite the lower level of income they have experienced. 

Mark fell in love with the incredible people of Kenya on a visit to the country in the summer of 2022. He developed a deep desire to help children whose families cannot afford the relatively small amount of money it costs to send their kids to school. That’s why we donate to local vetted charities to pay tuition expenses for Kenyan children every time we close a loan – and we encourage our clients...

Today’s market is ultra-competitive despite the higher rate environment we’re in. The market may seem even more complicated if you’re a first-time buyer, but there are also advantages that first-time buyers have over current homeowners. Having a keen understanding of those advantages, how to navigate headwinds of the market and how to weed out the media noise could give you the edge to beat out yo...

Check out this insightful session with best-selling author and credit guru, Anthony Davenport of Regal Credit. Did you think the credit bureaus had a mission to help you? You’ll think again when you hear how they sell your data. We cover this and many other myths that people often have about how the credit system works. You’ll also learn what a perfect credit profile looks like as well as how to p...

Retirement planning can be very complicated – especially when you’re self-employed and have to figure it out on your own. Check out this insightful episode with our expert co-host Christian Hutchins from Lourd Murray where we make sense of the various retirement plans and strategies and how to manage your retirement contributions as your income fluctuates from year to year. Christian Hutchins Seni...

Our guest Zak Smith will help us understand how to create a plan to work toward your financial goals.  Modern-day budgeting isn’t about putting money aside in envelopes – it’s about making sure that you’re spending is within your means and also setting some constraints on your spending as your income rises.  You’ll be shocked how big of an impact it can make to not increase your expenses at the sa...

There have been sudden changes to the availability and cost of homeowner’s insurance this year.  Check out this session with our guest, Ed Castner from McGriff Insurance to better understand the changing landscape and what consumers and real estate professionals can do to help mitigate the issues and create opportunities. Ed Castner Private Client Advisor   McGriff Insurance 239-822-1410  ecastner...

Mark is joined by Eric Brescher to discuss the process and benefits of 1031 exchanges within investment real estate. (Part 6 of 6 in a bonus series)

Mark is joined by Joe Neri to discuss the CPA's perspective and reasons for tax benefits with investment. (Part 5 of 6 in a bonus series)

Mark is joined by Courtney Ronan and Ed Castner to discuss the various insurances and why it is so important to protect your investment when creating a real estate side hustle. (Part 4 of 6 in a bonus series)

Mark is joined by Richard Rodriguez Esq to discuss the legalities around investment real estate as a side hustle. (Part 3 of 6 in a bonus series)

Mark is joined by Jayson Halladay and Leah Solomon of Compass Real Estate and Scott Harvey with Figure 8 Realty to discuss the Real Estate Professional's perspective and personal stories around investment real estate as a side hustle. (Part 1 of 6 in a bonus series)