The REI Concierge Podcast

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 operations through digital marketing.I have a Bachelors of Science degree in Finance, I’m a graduate of the Training the Street program (Wall Street Excel Modeling), and have completed countless courses.I have worked with 10 of the Fortune 500 companies; numerous of them Fortune 100. I have also worked with more than 20 investment management firms that have, in aggregate, over $1 trillion of assets under management.I have been a board member and advisor to numerous start-ups that have gone public or sold to larger public companies. I am currently on the board of two non-profits.I understand business and my training has had a direct impact on thousands. I have helped start numerous companies from scratch and assisted large existing businesses to pivot and change major processes.I have led multiple projects of more than 100 people at a time and managed multiple million dollar budgets. Each instance, I learned things that helped the client or future clients.You can see my published work in PFM magazine, PEI, E-commerce Momentum podcast, and the Lion’s Den podcast."Connect with Aryeh:www.solutionadvisory.comwww.insidethelionsdenpodcast.comEmail: aryeh@resultsdrivenadvisory.com646-239-6168Twitter: @aryehsheinbeinInstagram: @aryehthebusinessmanLinkedInConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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 TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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 TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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 RISKEDUCATE yourselfANALYZE the numbersWork on your BUSINESS more than in itWe talk through these principles and share our own learnings that continue.  Remember to reach out with questions!  You are not alone!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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 perspective that worrying about rates is mostly useless.  We can't control them.  We have to continue to look at the numbers and decide if they work for us or not.  Rates will rise and fall.  Keep buying when it makes sense, refinance when it makes sense, and let go of the worry and stress!Thanks for sharing, Gabe!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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 and downs of time.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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 dives, so let us know what markets you are interested in!Reach out to us and we'll give you a proper introduction to Danny!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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 real estate developer in southernCalifornia. One of his projects, Traditions, even won a Gold Nugget Award. But the housing crisis brought his success to a screeching halt, teaching him a valuable lesson about marketvolatility in the process. After moving to the Midwest, where he flipped houses to put food onthe table for his family, Jim came to a realization: when the market stabilized, the people on the right side of debt would cash in big. In 2009, he began investing in mortgage notes, and three years later, with his investments proving to be secure, consistent, and highlyprofitable, he partnered with Bob Fraser to launch Aspen Funds. So far, the business haspurchased over 1,000 loans in more than 30 states and grown to three separate funds in justover six years.With Aspen Funds, Jim oversees acquisitions and underwriting as well as relationships with primary sources and key vendors. More importantly, he helps people receive consistently high yields on their investments while helping homeowners stay in their homes, too.Aspen Funds WebsiteInvest Like  Billionaire PodcastConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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, keep searching out deals, and not get in over their heads?We come up with several great ideas including:Keep searching and always keep your eyes open (never know when a deal will appear!)Exercise patienceZoom out -- then zoom in somewhere else.  There are SO many different markets to explore!Stay in community!  It's much easier to get through difficult times if you know you aren't alone -- and you aren't alone!  Connect with Tim and Lisa:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.comConnect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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 the time you want to there, AND turn a profit when you're living in your primary residence. We also discuss the continually rising interest rates, inflation, and potentially adding a mix of short term, medium term, or ADU hacks to your portfolio of long term buy and hold properties. As always, we discuss how real estate investing is not a "one size fits all" venture, and there are a million ways to be successful. Each investor has to find the mix that works for their risk tolerance, and helps them to attain their financial goals. Spoiler alert, this strategy tends to change organically as you grow your portfolio, and that is completely fine!Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com