Passive Income Unlocked

In the past decade, alternative investments surged from negligible to nearly 20% of institutional portfolios. This episode features Shifra Ansonoff, who heads global customer experience for Preqin, which provides alternative assets data and content as well as solutions. We'll hear from Shifra about macro trends as they relate to the private real estate market and how institutional investors are al...

How do we teach our children the true value of money without letting wealth overshadow personal worth? In an engaging dialogue on childhood financial literacy, Tad sheds light on the balance between teaching kids about money and not overemphasizing wealth. Using relatable analogies and real-life stories, he underscores the importance of honest conversations and encourages parents to delve into the...

Ever wondered about the allure of private credit, especially in our rising interest rate environment?  Join Tad Fallows, Managing Director of Long Angle and an expert in the alternative assets space, and elucidate why lending to enterprises, not just individuals, is the next big thing. Uncover the thrill of fetching 12% interest rates, spiced up with equity warrants, his investment thesis and appr...

Success is measured not just in numbers but in the lives transformed along the way! Franco Perez, a mobile home and park management expert, unveils the heart of purpose-driven real estate. He shares his journey from a dissatisfying career as a real estate agent to a fulfilling path centered on helping families achieve homeownership. Franco's passion for positive impact over profit drives his commi...

Redefine affordable living by transforming mobile homes into beacons of prosperity and changing the housing landscape! In this episode, we'll discuss Franco Perez's journey and his passion for creating opportunities for others to invest intelligently and close the investing gap. We'll learn about the stigma around mobile homes and how they are often seen as low-quality places to live - but this is...

Discover How to Use Networking and Podcasts for Real Estate Success! In today's episode, we welcome back Don Spafford to discuss his journey in real estate investing. He highlights the significance of networking for active and passive investors, showcasing how it drives growth, diversification, and informed decision-making. From conquering fears to finding one's niche, the power of podcasts and me...

Discover the lucrative potential of RV campgrounds. generating impressive cash-on-cash returns of 12-15% on average, attracting investors seeking higher income streams. In this episode, Don Spafford discusses his experiences and insights into the world of RV campgrounds as a lucrative investment opportunity. He compares the advantages of investing in RV campgrounds for immediate cash flow versus t...

Investing in the real estate market can be a risky endeavor, but there are ways to understand and mitigate these risks.    In this episode, Chris Rawley dives into financing and operational risks associated with real estate investments. He emphasizes the importance of understanding these risks before investing and shares advice on how to assess them. Chris also discusses red flags to watch out for...

Have you ever wondered how you could positively impact our planet through agricultural investments?   Join us as we go on a journey with Chris Rawley of Harvest Returns, the leading expert on investing in agriculture and sustainability. In this episode, Chris discusses the need for more sustainable food production, why animal protein is necessary, and how people can diversify into agriculture. He...

How do you think giving can go beyond just a single act and enrich the lives of everyone involved? Today, Yonah Weiss discusses the power of giving and how it can make a real difference in people's lives. He touches on the importance of the acronym HOPE (Help One Person Every Day) and how it can be applied to impact both the giver and recipient positively.    Tune in now as we dive into how giving...

Are you interested in learning more about how cost segregation and depreciation can help you reduce your tax liability when it comes to owning real estate?    Join us as we sit down with Yonah Weiss, a cost segregation expert in the commercial real estate syndication space, who has been teaching people about the tax benefits of real estate for 8 years. Today, we explore how a cost segregation stud...

Why do you think taking risks and exploring different career paths can be a powerful choice?    In this episode, we are joined by Cole Shephard, a risk-taker who has achieved success by taking risks and pushing himself. He discusses the importance of mindset when it comes to investing and shares his advice on how to start small and build up your risk-taking muscle. Cole explains why he believes co...

Cole Shephard is an inspiring entrepreneur who made a daring move at age 31 when he liquidated his 401ks, IRAs, and investment accounts to pursue the untapped potential of Latin American alternative investments.    Join us as we explore his journey to Colombia with an investment group. We'll learn about their decision to invest in coffee and grow the Green Coffee Company into the largest coffee pr...

Are taking risks and being open to learning essential parts of successful investing?   Today, Blake Selby shares his journey from snow shoveling to owning a gym and building a portfolio of 300 single-family rentals. He offers insight into the importance of taking risks, having a willingness to learn and iterate, and getting involved in real estate without risking personal capital. Learn how to gai...

How did a fitness enthusiast turn into a successful real estate investor and private lender?   Blake Selby leveraged his education to start a successful gym venture at a young age. He later sold this gym to fund a real estate startup, which has now grown into a flourishing business comprising acquisitions, private lending, and asset management. With no prior experience in real estate, Selby transf...

Are you ready to tap into the limitless potential of your subconscious mind?   In this episode of Passive Income Unlocked, we discuss mindset with Sally Gimon. We get into her favorite book - The Power of Your Subconscious Mind by Joseph Murphy - and talk about how having the right mindset is essential for achieving your goals. Tune in now to learn more!   Sally has been an insurance agent for 20...

Looking to safeguard your assets and minimize your tax burden? Our guest Sally Gimon shares her expertise in spendthrift trusts, which can help avoid taxes on capital gains and shield from liability. She dives into how to set up a trust that can help high-income earners save money on taxes while protecting them from lawsuits and explores business and beneficial trusts.   Tune in to learn how setti...

Are you interested in how a supportive community can help you reach your goals? Then join Joey Muré and learn the inspiring story of one of his members who has been working in and around the self-storage space for 25 years. Tune in to learn how having someone to help raise the lid of limitation can open up possibilities far beyond what you thought was achievable!   Joey Muré, Founder and Partner a...

What if you could pave your path to financial freedom through intelligent real estate investing?   Today, Joey Muré shares his journey into intelligent real estate investing, which started when he realized he wanted a different future for himself. He explains how Infinite Banking allows people to take control of their money instead of blindly investing in mutual funds. Joey stresses how to use DiS...

Want to learn how to excel in your career while maintaining a fulfilling personal life? Tune into this episode to hear from Nicole Durio, an expert in the mergers and acquisition space, as she shares her experience with making the most of her time while working and being a mother. Nicole explains how to prioritize your life to stay organized, how to use multiple journals to remember ideas, and how...

Are you seeking to gain financial literacy and reach new heights of financial success?    In this episode, Nicole Durio shares her journey into financial and professional development coaching. She dives into the importance of creating multiple income streams, using joint ventures and alliances, having a Resource Allocation Plan (RAP), and taking advantage of tax benefits. Nicole offers advice on h...

Are you passionate about making a positive impact through purpose-driven investing? On today's episode, we talk to Toby Mathis about purpose-driven investing and how it provides much-needed housing for underserved areas of society. Get expert advice on using grant money and other social benefits for your investments, as well as tips on house hacking to increase net operating income. Don't miss thi...

Can you take control of your financial destiny and build a solid investment portfolio? Today, Toby Mathis provides insight on how to think long-term when it comes to investing and emphasizes the importance of cash flow. He outlines five categories of income that can be invested in passive income streams and shares tips on budgeting money wisely. Tune in as we explore these ideas further!   Toby Ma...

What is the significance of having a morning routine, and how it can positively impact your overall productivity and success?   Our guest today is Scott Jacobsen, who discusses investing mindset and how it can help secure a successful future. He dives into the importance of having a morning routine and shares his own story and tips for creating a routine that works for you. He also talks about how...

Ready to take your investment journey to new heights with real estate? In this episode, Scott Jacobsen dives into an innovative way to invest in this industry and stresses how you can benefit from rental income, asset appreciation, quarterly distributions, and cash flow from rent with the Roots REIT model. This episode is perfect for anyone wanting to learn more about rental investing and understa...