Best Real Estate Investing Advice Ever (Financing)

Ronald “Ron” Rohde is the founder of a commercial real estate law firm where he primarily focuses on investor acquisitions and helping other investors buy commercial real estate. In this episode, Ron tells us about the importance of getting the right financing, when to consider using an open-ended fund, and the biggest lesson he’s learned as an investor himself.

Ronald “Ron” Rohde | Real Estate Background

  • Founder of Ronald Rohde Law, a commercial real estate law firm that handles commercial real estate transactions from entity formation, PSA negotiation, and due diligence review through closing.
  • Portfolio: GP of three industrial NNN properties in DFW, over 100,000 sq ft.
  • Based in: Dallas, TX
  • Say hi to him at:
  • Best Ever Book: Traction by Gino Wickman

Greatest lesson: Just because you can do something doesn’t mean you should.

Click here to know more about our sponsors:  Cash Flow Portal | Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com 

Direct download: JF_2808_Ronald_Rohde.mp3
Category:Financing -- posted at: 6:00am EDT

Perry Zheng is the founder and CEO of Cash Flow Portal, a real estate syndication software and investor portal. He got his start as a software engineer for Amazon and Twitter, then became an engineering manager for Lyft. He began syndicating during this time, which inspired him to launch Cash Flow Portal. In this episode, Perry discusses why he created the software, the factors that have contributed to its success so far, and his vision for the future of Cash Flow Portal.

Perry Zheng | Real Estate Background

Click here to know more about our sponsors:  Cash Flow Portal | Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com

Direct download: JF_2807_Perry_Zheng_.mp3
Category:Financing -- posted at: 7:00am EDT

Self-described “reformed attorney” Ashley Tison is passionate about helping business owners mitigate taxes through programs like Opportunity Zones. That’s why he co-founded OZPros.com — to democratize entrepreneurs’ ability to utilize Opportunity Zones to save on their taxes. In this episode, Ashley breaks down how Opportunity Zone funds work and how OZPros.com serves as both an educational tool and an investment opportunity.

Ashley Tison | Real Estate Background

  • Co-founder of OZPros.com. He’s an attorney and entrepreneur focused on helping real estate investors reduce their tax liability.
  • Based in: Charlotte, NC
  • Say hi to him at:

Click here to know more about our sponsors: Equity Multiple | Cornell Capital Holdings | PassiveInvesting.com | FollowUp Boss

Direct download: JF_2790_Ashley_Tison_.mp3
Category:Financing -- posted at: 2:00am EDT

Investor Soli Cayetano was able to retire at the age of 23 thanks to her popular Instagram account, Lattes and Leases. In this episode, Soli reveals the social media strategy that helped her connect with private money lenders to fund her deals and how she plans to grow in the future.

Soli Cayetano | Real Estate Background

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

Direct download: JF_2755_Soli_Cayetano_.mp3
Category:Financing -- posted at: 3:00am EDT

Do you find insurance and risk management hard to navigate? In this episode, Danielle Lombardo, Senior Vice President at Lockton, offers her expertise on selecting good insurance brokers and what common mistakes she sees investors make when choosing insurance plans.

Danielle Lombardo | Real Estate Background

  • Chair of Global Real Estate Practice within Lockton Companies, a global insurance broker and risk management consultant.
  • She’s an insurance broker and consultant for a variety of types of CRE firms. Within her specific team, they are focused on providing these services to real estate firms (owners, operators, developers, REITs, etc.) operating in all asset classes.
  • Based in: NYC, NY
  • Say hi to her at: LinkedIn
  • Best Ever Book: Twelve Hours' Sleep by Twelve Weeks Old by Suzy Giodarno

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

Direct download: JF_2752_Danielle_Lombardo_.mp3
Category:Financing -- posted at: 7:00am EDT

Sam Sells went from buying his first mobile home park with a credit card to having $66,000,000 in assets under management. In this episode, Sam shares how he scaled his portfolio, along with his experiences working with institutional investors and how it compares to syndication.

Sam Sells | Real Estate Background

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

Direct download: JF_2750_Sam_Sells_.mp3
Category:Financing -- posted at: 8:00am EDT

Are you getting good advice from your insurance broker? Do you have the right coverage for your properties? Insurance broker J.T. Lynch reveals five common mistakes investors make when dealing with multifamily insurance, and how to properly select and dissect a plan.

J.T. Lynch | Real Estate Background

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

Direct download: JF_2733_J.T._Lynch.mp3
Category:Financing -- posted at: 7:00am EDT

How do you grow a good relationship with your investors? Margaret Kozlark, co-founder of investment firm Noblivest, shares three tips that have helped her connect with investors, and in turn, finance her deals.

Margaret Kozlark | Real Estate Background

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

Direct download: JF_2723_Margaret_Kozlark_.mp3
Category:Financing -- posted at: 7:00am EDT

What if you could minimize the risks to your investments? In this episode, David McAlvany, CEO of the mobile app Vaulted, shares why diversifying your assets with precious metals can provide stability during market dips, rising interest rates, inflation, and more. 

David McAlvany | Real Estate Background

  • CEO of the McAlvany Financial Group which consists of McAlvany ICA (precious metals advisory firm), McAlvany Wealth Management (an SEC-registered investment advisor), and Vaulted (mobile app for investing in allocated and deliverable physical gold).
  • A key pillar of McAlvany Wealth Management’s strategy is centered around hard assets and global real estate (specialty, niche commercial property with tight supply/ demand characteristics. Also tend to generate portfolio income.)
  • Based in: Durango, CO
  • Say hi to him at: https://vaulted.com/ | https://davidmcalvany.com/ | https://mwealthm.com/

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss 

Direct download: JF_2714_David_McAlvany.mp3
Category:Financing -- posted at: 7:00am EDT

We’re sharing the top ten sessions from the Best Ever Conference 2021 as we gear up for the second Best Ever Conference at the Gaylord Rockies Convention Center in Colorado this February 24-26th.

In this episode, Hunter Thompson shares how you can utilize the Fund of Funds model to scale your business.

Register for the Best Ever Conference here: www.besteverconference.com

Click here to know more about our sponsors: Deal Maker Mentoring | PassiveInvesting.com | FollowUp Boss

Direct download: JF_2677_Hunter_Thompson_-_Unlocking_the_Fund_of_Funds_Model.mp3
Category:Financing -- posted at: 7:00am EDT

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