The REI Concierge Podcast

Our guest today is Brandon Hall, Founder of The Real Estate CPA Firm. Brandon started helping real estate investors make sense of their taxes through connections on BiggerPockets.  His work has now expanded to a Firm that provides full service accounting and tax services specifically for real estate investors all across the USA. The RE CPA's Four Services Pave Your Path to Growth: "Our s...

Our guest today is Dave Meyer, Vice-President of Data & Analytics at Bigger Pockets. Dave  has been a real estate investor since 2010, mostly in Colorado. He loves using data to inform his investing, and you can follow him at @thedatadeli on instagram where he shares the latest real estate data, news, and analysis. This is a fantastic conversation and you'll want to jump in right away! Fi...

Our guest today is Adrienne Green.  Adrienne is a real estate agent and investor in Chattanooga, TN.  She and her team help out of town/state/country investors find and buy great investment properties in this beautiful small city in southeast Tennessee.  Adrienne and her husband have been building their real estate portfolio in various states over the past several years.  Starting off with renting...

Our guest today is Lorenzo M. Wooten Jr., CCIM.  Lorenzo is informally know as "Tim's Flipper Friend."  On the official side, Lorenzo is a Senior Associate with Marcus & Millichap in Bethesda, MD, focused exclusively on representing sellers and buyers of investment properties throughout the Washington DC metro area. Lorenzo and his team have successfully completed numerous trans...

This week Tim and Lisa discuss their unofficial notes on the housing market in the US. Largely inspired by David Stein of Money for the Rest of Us, we discuss the highlights of market that's cooling off somewhat, what signs indicate a 'crash' or 'major correction' likely isn't imminent, and ways to stay cautious if you're nervous about the unknowns. Listen in and...

Our guest today is David Shaw, owner of West Florida Invest.  David has decades of investing experience around the world.  He's an expert on the West Florida market and shares his formula for wealth building through real estate: Debt x Time x Scale = Your Wealth David's journey in real estate investing and sales started back in 2005. Having discovered what he felt was a unique buying opp...

Our guest today is Real Estate Investor and Author, Chad Carson . 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 MadFientist.com , SideHustleNation.com , 1500days.com ,  The Radical Personal Finance P...

Today, Tim & Lisa are excited to bring you this interview with active Air Force Fighter Pilot, Jason Hokaj. Jason is a new real estate investor and shares his journey of exploring real estate, taking the plunge, and lessons learned.  He's thoughtful and daring, careful and ready to go for a deal! Enjoy this conversation and learn valuable lessons from Jason's ventures into real estat...

Our conversation today is with Clay Malcolm, of Advanta IRA.  Clay is a Certified IRA Service Professional (CISP) and we have proclaimed him our self-directed IRA guru! This conversation involves alternative investments you can explore with your retirement accounts (traditional IRAs, Roth IRAs, health savings accounts, and more).  Real estate, cryptocurrency, and more. If you like to have more con...

Tim and Lisa review the top 5 benefits of investing in real estate: Control Tax savings Cashflow Hedge against inflation Power of leverage This is a great high-level review of what real estate can do for your financial portfolio and overall wealth.  Remember that real estate investing isn't a get-rich-quick scheme.  It's a grow your wealth steadily over time strategy.  We believe it&apos...

Jumping back into podcasting for season 2 of The REI Concierge Podcast, Tim and Lisa share updates and highlights from their lives and their RE portfolios. Connect with us: Schedule a call with Tim Schedule a call with Lisa www.theREIconcierge.com The REI Concierge, LLC , helps Americans living abroad find and purchase investment properties in the US with as little stress as possible.  Learn more...

Tim and Lisa are back after a short summer break and ready to dive into all things real estate investing from afar! We look forward to sharing more interviews, ideas for building your portfolio, strategies for success, and more. Thanks for joining us! Connect with us: Schedule a call with Tim Schedule a call with Lisa www.theREIconcierge.com The REI Concierge, LLC , helps Americans living abroad f...

Tim and Lisa wrap up Season 1 of The REI Concierge Podcast with some homework for you over the pause between the end of Season 1 and the start of Season 2. Take some time to think about the WHY of real estate investing.  Whether you're just considering getting into REI or you're a long-timer, reflecting on your "why" will help solidify your "how" and set you up for su...

Lisa and Tim talk again with Gabe Whitmer, Mortgage Banker at First Bank of Tennessee.  Gabe was on Episode 8 and helped us understand the changing regulations of lending institutions.  We've invited him back to share highlights in the financial realm that are relevant to investors. We talk about mortgage lending trends, interest rates and what they're doing, inflation, ways to respond t...

Tim and Lisa talk with Jeff Joyce, who happens to be married to Tim's sister! Jeff has long listened to Tim talk extensively about real estate, but until recently, he wasn't interested in it at all! In this episode, Jeff shares his journey that has taken him from zero interest in REI to making clear plans for REI to be part of his family's financial portfolio! We love sharing storie...

Tim and Lisa interview Kevin Braun of Canopy Road Real Estate in Kansas City. Canopy Road is a boutique brokerage in the Waldo neighborhood of Kansas City, Missouri. Their team provides professional buying and selling services for investors and local residents. Kevin has served as the Acquisitions Manager since 2019.  He's also been investing in KC since 2005 and has great wisdom and stories...

Michael Zuber is our guest on today's episode! Michael began investing in real estate while working 80-100 hours a week at his w-2 job.  His journey allowed him to retire early and he has since continued to grow his REI portfolio, author a book, and train others to get started and succeed in REI. Here's a bit more about Michael: "One Rental at a Time was never intended to be a book...

Today we interview Liz Hamberger.  Liz is a real estate agent, the direct of sales for a turnkey company, a real estate investor, and an expert on the investment opportunities in south central Pennsylvania.  While it's not one of the most famous places for investing, it shouldn't be overlooked! Liz Hamberger is a lifelong York County resident, and full-time Associate Broker. She earned h...

Today's interview is with James May, retired Marine, current Foreign Service Officer, experienced real estate investor, and syndicator.  James shares his story, how he began investing in real estate (thanks, Mom!), and his journey into multi-family syndications.  He's got a wide range of experience, shares knowledge on syndications, and broadens our understanding of this passive investme...

Tim and Lisa discuss the strong opinions that exist in the realm of real estate investing.  When someone hears about your idea and responds with "That's a stupid thing to do," it can really shake your confidence. But what really matters is YOU.  YOUR strategy, your risk tolerance, your approach to investing.  And yes, there are guidelines to follow and yet there's no set rules....

Today we have an amazing couple joining us!  Shawn and Joni Wolfswinkel, co-CEOs of Texas Turnkey and Real Property Management.  And those aren't their only business ventures! With over twenty years of running multiple successful businesses, Shawn and Joni are two fierce modern-day entrepreneurs. Together they own numerous national franchises and one of Texas’ most well respected Turnkey Real...

Tim and Lisa discuss the sliding scale of passivity in the world of real estate investing. Some investors like to be very hands on, others just want to collect the cash at the end of the month.  Where do you fall in this spectrum?  Where would you like to be in terms of passivity? These are important questions to answer, as they will help you determine the best way for you to invest in real estate...

Our guest today is Brent Voepel.  Lisa first talked with Brent back in 2016 when she was searching for a reliable property management company in Kansas City.   Lisa has been a client of Voepel Property Management ever since. Brent is the President of Voepel Property Management and Canopy Road Real Estate.  Between the two companies, clients are offered full service for building and maintaining the...

We're thrilled to bring you this interview with Lindsay Davis!  Lindsay is the CEO of Spartan Invest, based in Birmingham, Alabama. In her role as CEO, Lindsay manages all of the day-to-day operations for a team of over 20 employees, 150 contractors, and 250 additional outside vendors. She has sole responsibility for Spartan Invest’s $12 million in assets and $22 million in revenue. In 2017,...

In this episode, Tim and Lisa discuss the importance of local partners.  Investing from abroad or even just a different market or state is a great wealth-building strategy, but to be successful and reduce risk, it's really crucial to find great partners in the local market. We discuss how to find partners, what to look for in great partners, and how we can help you on this part of the journey...