The REI Concierge Podcast

Tim and Lisa talk with David Dodge, a real estate investor from St. Louis, Missouri. David Dodge is a St. Louis Real Estate Investor with over 18 years of experience. He first started investing in Real Estate when he was in college, at the age of 20 while attending the University of Missouri-Columbia. David specializes in Wholesaling Real Estate as well as using The BRRRR Method to acquire Rental...

Tim and Lisa are delighted to have Chad Carson back on the podcast! If you missed it, Chad first came and talked with us in Season 2, Episode 30. Chad is the author of Retire Early with Real Estate : How smart investing can help you escape the 9-5 grind and do more of what matters.  He's a featured contributor on the Bigger Pockets Blog and has been featured on sites and podcasts like MadFien...

Today, Tim and Lisa talk with Investment Banker, Aryeh Sheinbein. Aryeh has decades of experience as an investment banker, hedge fund manager, entrepreneur, and financial advisor.  More about Aryeh: "My name is Aryeh Sheinbein. I’m the founder of Results Advisory consulting agency. I’m a trainer, consultant, and strategist that has 21 years of experience helping organizations improve their op...

Tim and Jean discuss how to best manage a renovation project from afar.   These projects can be stressful but they are doable!  For others, this conversation will make Turnkey sound even more enticing!  Reach out if you have questions and want some support for managing your renovation project. Connect with us: Schedule a call with Tim Schedule a call with Lisa Schedule a call with Jean Learn more...

Tim and Lisa talk all about Maryland and DC.  Lisa interviews Tim about the area, what investors can expect, taxes, landlord laws, and other considerations if you are thinking about investing in the MD/DC area. Connect with us: Schedule a call with Tim Schedule a call with Lisa Schedule a call with Jean Learn more at thereiconcierge.com Connect with us: Schedule a call with Tim Schedule a call wit...

Tim and Lisa share wisdom gleaned from Brandon Turner and his book, The Book on Rental Property Investing. These 4 principles are foundational to avoiding failure: Watch your RISK EDUCATE yourself ANALYZE the numbers Work on your BUSINESS more than in it We talk through these principles and share our own learnings that continue.  Remember to reach out with questions!  You are not alone! Connect wi...

Lisa and Tim talk with Gabe Whitmer, Mortgage Banker of First Bank of Tennessee. Gabe is joining us for the third time and we appreciate his insights and updates on rates and perspectives from the Mortgage Banking side of things.  Gabe also shares from his own investing experience. We dig into rate locks during this episode and learn lots about various options. Overall, Gabe gives us the perspecti...

Tim and Lisa explore how to continue growing and building your investment portfolio during these turbulent times. While neither Lisa nor Tim are economists, financial advisors, or attorneys, they share their personal opinions and experiences to hopefully add to your conversation about how to diversify your portfolio, hedge against inflation, and keep your wealth growing steadily throughout the ups...

Today, Tim and Lisa talk with Sales Representative, Danny Cole, of Spartan Invest in Birmingham, Alabama. Danny is a wealth of knowledge on all things Birmingham and the surrounding areas.  Spartan Invest is a Turnkey Company with a sister Property Management Company, providing investors a streamline process for buying properties and having them expertly managed. We plan to do more market deep div...

Today, Tim and Lisa have James Maffuccio on the show! Jim is the Co-Founder of Aspen Funds.  Aspen Funds focuses on helping investors earn high yields every quarter without the built-in volatility of traditional investment options.  Jim Maffuccio has enjoyed a long and successful career in real estate, and has some battle scars to prove it. Before Jim discovered note investing, he was a thriving r...

In today's episode Lisa and Jean discuss various transitions in RE investing and the rising rates. Transitions come after closing on a new property, tenant turnover, changing property management companies, personal moves, and more.  Planning ahead for transitions can help decrease the stress associated with them! Also, with rising interest rates, what can investors do to stay on top of things...

In this episode (Jean's first in a co-hosting role!!), we discuss some of the mindset barriers that come into play when choosing between a rental property as solely an investment vehicle, and choosing a location where you may want to spend more time yourself. Tune in for some tips and tricks about how to potentially find asset classes in expensive markets that allow you to affordably spend th...

Tim and Lisa talk with Eric Saul, Residential Architect and Owner of Saul Architects. Eric lives in Takoma Park, Maryland, in addition to his architecture firm, he's a RE investor, has lots of experience flipping houses, and knows all about house hacking and ADUs. This is a fantastic conversation that will help you sort out when you need an architect, structural engineer, contractor, or someo...

Today, Tim & Lisa talk with Alton Dawsey . Alton has worked for the Federal Government for over 19 years in both domestic and overseas assignments.  He currently resides in the Washington DC area. Alton has been investing in RE since 2009, and has experience wholesaling, flipping, landlording, seller financing, and investing in tax liens. He shared his experience with zeroing in on notes and t...

In today's episode Tim and Lisa share a few updates on Lisa's process of (trying) to purchase a Quad. And we discuss a recent article in The Washington Post, Investors Bought a Record Share of Homes in 2021. While lots of institutional investors are buying homes, we think it's very important for personal investors to continue to invest and provide quality homes for our tenants.  It&...

Tim and Lisa discuss the ins and outs of closing from afar.  How to keep the entire team in touch and communicating, taking proactive measures as the "Communications Manager," and the differences of closing from out of the country using the Embassy Notary Services versus using a POA. We hope these ideas will keep you from being too stressed during your closing!  Please reach out at any t...

Our guest today is Jean Aldinger, Real Estate Agent, Investor, and our newest team member here at The REI Concierge! Jean has years of experience investing locally in the Napa Valley as well as from a distance in the Midwest.  She brings her expertise, lessons learned, and positive outlook to her own portfolio and will be sharing with us as well! We are super excited to be expanding our team to se...

Our guest today is Scott Sweitzer, owner of Prime Settlement and Prime Estate Planning.  Scott is also a rookie real estate investor and already finding some amazing deals! If you've ever wondered why we need to work through Title Companies, listen up!  Scott answer this and so much more.   Scott shares his experience with Section 8 housing as well as so many valuable insights into the import...

Tim and Lisa discuss the importance of that foundational reason of WHY you are investing in real estate.  This can change over time and it's worth reviewing regularly -- and the start of a new year is a great opportunity to do so! Mentioned by Tim: Atomic Habits by James Clear (book) Make Life Less Difficult Podcast by Lisa Tilstra Connect with Tim and Lisa: Schedule a call with Tim Schedule...

Tim and Lisa are back with Season 3 of The REI Concierge Podcast! We're looking forward to this next series of podcast episodes and appreciate you listening in!! Happy Real Estate Adventures! Connect with Tim and Lisa: Schedule a call with Tim Schedule a call with Lisa Learn more at thereiconcierge.com Connect with us: Schedule a call with Tim Schedule a call with Jean Learn more at thereicon...

Tim  & Lisa reflect on Season 2 of The REI Concierge Podcast. It's been an amazing journey so far and we're grateful to all our listeners and guests! Can't wait to start Season 3 in mid-January. Happy New Year! Connect with Tim and Lisa: Schedule a call with Tim Schedule a call with Lisa Learn more at thereiconcierge.com Connect with us: Schedule a call with Tim Schedule a call...

Our guest today is Wes Thompson.  Wes is on active duty for the Army and lives in Zambia.  He's about a year into his real estate investing journey and is passionate about it. He's also a zen master as staying calm under pressure and dealing with the unexpected difficulties that come along with owning houses! Wes is a client of The REI Concierge and we're so happy to share his story...

Gabe Whitmer, Mortgage Banker at First Bank of Tennessee, joins us again at the end of 2021 to share updates from the world of lending, insights into interest rates, regulations updates, and more! Listen in to hear the current updates and hopes for 2022! Connect with Tim and Lisa: Schedule a call with Tim Schedule a call with Lisa Learn more at thereiconcierge.com Connect with us: Schedule a call...

Tim and Lisa share some updates on their lives, the market in Maryland for investors, and general trends for RE. Enjoy! Connect with Tim and Lisa: Schedule a call with Tim Schedule a call with Lisa Learn more at thereiconcierge.com Connect with us: Schedule a call with Tim Schedule a call with Jean Learn more at thereiconcierge.com

Our guest today is Stephanie Wankel of New Heights Investment Group. Stephanie is an experienced investor, syndicator, and franchise owner.  Her experience in real estate investing began after a divorce and in the midst of a challenging season of life.  She didn't let that stop her, however, and her tenacity and resilience are evident throughout her story! Stephanie  is the founder of New Hei...