The REI Concierge Podcast

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 estate investing from abroad!Connect with us:Schedule a call with TimSchedule a call with Lisawww.theREIconcierge.comThe REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible.  Learn more about how we help on our website.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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 control of your investments, you'll find this episode fascinating and eye-opening.Clay Malcolm by email: CMalcolm@advantaira.com Advanta IRA website: https://www.advantaira.comConnect with us:Schedule a call with TimSchedule a call with Lisawww.theREIconcierge.comThe REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible.  Learn more about how we help on our website.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

Tim and Lisa review the top 5 benefits of investing in real estate:ControlTax savingsCashflowHedge against inflationPower of leverageThis 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's complimentary to traditional investment strategies as well.Read more about each topic here:Wait, why am I investing in real estate?Interested in paying less taxes?Cashflow is king!How real estate protects against inflationPower of leverageConnect with us:Schedule a call with TimSchedule a call with Lisawww.theREIconcierge.comThe REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible.  Learn more about how we help on our website.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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 TimSchedule a call with Lisawww.theREIconcierge.comThe REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible.  Learn more about how we help on our website.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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 TimSchedule a call with Lisawww.theREIconcierge.comThe REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible.  Learn more about how we help on our website.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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 success.Thank you SO much for your support of our podcast!  Can't wait to share more in Season 2 -- coming September 2021!Connect with us:Schedule a call with TimSchedule a call with Lisawww.theREIconcierge.comThe REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible.  Learn more about how we help on our website.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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 to all of the above as real estate investors, and more.Gabe lives with his wife and 2 kids in Chattanooga, TN, and is also an active real estate investor.  Gabe has been helping Americans living abroad, both with the Foreign Service and other expats, obtain loans on investment properties since 2016.  He and his team have a 'can-do' attitude and believe providing great customer service.  Gabe is extremely generous with his time and knowledge and is happy if you reach out to him directly at gwhitmer@firstbankonline.com .  He or one of his team members will be back in touch in the blink of an eye!Connect with us:Schedule a call with TimSchedule a call with Lisawww.theREIconcierge.comThe REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible.  Learn more about how we help on our website.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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 stories from real estate investors who are at all levels of experience with their RE investing journey.  If you'd like to share your story, reach out!Connect with us:Schedule a call with TimSchedule a call with Lisawww.theREIconcierge.comThe REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible.  Learn more about how we help on our website.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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 to share with listeners!About Kevin:"I began building my real estate portfolio in 2005 with single-family homes in the Kansas City area. As a property owner, I understand the needs of my clients and offer unique expertise in finding properties specific to their goals. Before joining Canopy Road Real Estate, I enjoyed a long career as a Tennis Professional. During this time, I slowly built my portfolio and continued to grow my knowledge of real estate investing. I have a passion for helping others find financial freedom through real estate. My goal is to create ease and comfort through each transaction with all of my clients. I joined Canopy Road as the Acquisitions Manager after meeting with Brent Voepel and realizing the similarities and parallels between our approaches. It was clear that we would be a dynamic team. Together we have enjoyed the opportunity to not only grow Canopy Road Real Estate but help our clients grow as well."Here are some pictures of the "Cat Poop Reno" story! Canopy Road Real Estate websiteConnect with us:Schedule a call with TimSchedule a call with Lisawww.theREIconcierge.comThe REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible.  Learn more about how we help on our website.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com

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 or YouTube channel but simply was how I had to build our portfolio as I was too busy at work and with family to think about anything except finding the next rental. I now focus on helping people believe they can get to "4 Rentals" as that can change your families life in a huge way. If you chose to go past 4 rentals great but simply getting to 4 is a great goal. I also believe we need to help our next generation believe that they don't have to work in a job they don't like for 40 years hoping for a good retirement. Real Estate is a Path that offers so much to so many. Thank you for reading."Michael shares wisdom about keeping great tenants, getting started, "getting to 4," and so much more.Fun FactsI have an amazing dog Jimbo (14 years old).First buy and hold rental experience was an eviction after first month.Hate to fly but flew over 100k miles a year for 10+ years.One Rental at a Time websiteOne Rental at a Time, (book) by Michael ZuberConnect with us:Schedule a call with TimSchedule a call with Lisawww.theREIconcierge.comThe REI Concierge, LLC, helps Americans living abroad find and purchase investment properties in the US with as little stress as possible.  Learn more about how we help on our website.Connect with us:Schedule a call with TimSchedule a call with LisaSchedule a call with JeanLearn more at thereiconcierge.com