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Join us at the Rose Creek Community Center where we talk retirement while having fun. What makes retirement more meaningful? Do you know how to leverage your money to move towards that? It’s time to raise your financial IQ, and build true wealth for generations to come. The Retirement Resource is dedicated to providing valuable resources and subject-matter experts to successfully navigate a satisfying, fun and meaningful retirement. Your hosts Beau & Carl present a combination of expert gues ...
 
The Global Investor Podcast focuses on helping foreign investors (and Americans alike) enter the US real estate market. Host Charles Carillo interviews investors, mentors and other industry professionals who have successfully built their businesses while working with investors to create passive income.
 
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Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing why people invest in real estate and why it is a superior asset class. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partner…
 
Taylor Loht has partnered in over $50 million of Multifamily and Self-Storage investments, as both a General Partner and as a Passive Investor through retirement accounts. He invests remotely and never deals directly with tenants. Learn More About Taylor Here: Passive Wealth Strategies for Busy Professionals www.passivewealthstrategy.com Apple Podc…
 
Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing multi-unit or multi-dwelling property investing. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: ◾ Setup a FREE 30 M…
 
Heidi Henderson has over 25 years of tax and accounting experience in the Real Estate Finance, Development, Construction, and Commercial Property Areas. Her firm, ETS is a licensed Engineering firm focused on specialty tax services relating to federal tax incentives and strategies for Real Estate owners. Learn More About Heidi Here: Email: hhenders…
 
Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing different avenues a beginner is able to take in order to start their real estate investing career. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Car…
 
Blake Janover has more than 15 years of experience in real estate capital markets. Blake has overseen the underwriting and origination of billions of dollars of commercial, multifamily, and residential real estate loans and has advised on many billions of dollars more. Learn More About Blake Here: Janover Ventures: https://www.janover.ventures/ Wha…
 
Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing the best places during 2021, to invest into U.S real estate. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: ◾ Setup…
 
Lauren Cohen is an International Lawyer, Realtor, and Cross-Border Expert. Real estate investors and entrepreneurs hire her to help overcome obstacles and navigate business and investment across borders so that they are able to invest, live, work and play - anywhere. Learn More About Lauren Here: e-Council Inc. - https://ecouncilinc.com/ Facebook- …
 
Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to discuss the different techniques investors are able to utilize in order to purchase multifamily properties with little to no money. Learn more: https://charleskcarillo.com/ What do you want to hear/see more of and less of? What question do you always wish I would ask but I n…
 
Beau Beery has been in the commercial real estate business since 1999. He has consistently ranked as the #1 multifamily producer in Florida for the Coldwell Banker Commercial brand and among the Top 5 in the nation every year before starting his own private multifamily brokerage firm in 2021 and just wrote a book called “Multifamily Investors Who D…
 
Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing outsourcing tasks when you are self-managing rental real estate. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: ◾ S…
 
Sergio Pejoves has been involved in many different facets of real estate investing in several markets throughout the US; from single-family rentals to 100-unit complexes. Learn More About Sergio Pejoves: Worth Avenue Capital Group: https://worthavenuecapitalgroup.com/ What do you want to hear/see more of and less of? What question do you always wis…
 
Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing creative solutions to handling non-paying tenants in your rental properties. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside P…
 
Brian Kochendorfer is the Managing Member of Arc Equity Group, a Chicago-based real estate investment firm specializing in acquiring and operating apartment properties in the Midwest. Brian is a general partner in 334 units and limited partner in 650 apartment units with a total value of approximately $70 million and has 14 years of experience as a…
 
Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing the process of purchasing a multifamily property; from building your team to closing on the property. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles …
 
Eric Odum is a commercial broker located in Tampa Florida and focuses on the acquisition and management of many different asset classes including; retail, office, land and industrial. Learn More About Eric Here: Florida ROI: Roireal.estate/ Invest Florida Show: Investfloridashow.com What do you want to hear/see more of and less of? What question do…
 
Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing what documents are required for a real estate syndication and why they are essential. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Har…
 
Lane Kawaoka currently owns 4,200+ units across the US. He lives in Hawaii and recently quit his day job as a Professional Engineer with a MS in Civil Engineering & Construction Management and a BS in Industrial Engineering. Learn More About Lane Here: Simple Passive Cashflow - https://simplepassivecashflow.com/ What do you want to hear/see more of…
 
Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing the nuts and bolts of real estate syndication. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: ◾ Setup a FREE 30 Min…
 
Dylan has been a lead sponsor on over $60M in real estate transactions and 1,000+ units over the last 5 years through joint ventures and syndications. Learn More About Dylan Here: The Requity Group: https://therequitygroup.com/ Email: Dylan@therequitygroup.com LinkedIn: https://www.linkedin.com/in/dylanmarma/ What do you want to hear/see more of an…
 
Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing Title Policies and Title Insurance What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy…
 
Brad Hubbard is a Professional Engineer, Certified Floodplain Manager, the author of the book Flood Money and has appeared on NBC, CBS, Bay News 9, and performed over 20 radio and podcast interviews. Learn More About Brad Here: Email: bhubbard@nationalfloodexperts.com National Flood Experts: www.nationalfloodexperts.com What do you want to hear/see…
 
Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing why building relationships with small banks and credit unions is imperative when investing in commercial and multifamily real estate. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the…
 
Kenneth Kastner is a US tax advisor specializing in real estate income taxation for foreign investors. Following a decade-long career working at senior positions for accounting firms of all sizes, including the largest one, he established Kastner Tax Solutions. This online firm provides a friendly platform designed specifically for foreign investor…
 
Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing the pros and cons of allowing your tenants to have pets in your rental property. Links Referenced in Episode: https://www.iii.org What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Glo…
 
Scott Lewis is the co-founder of Spartan Investment Group which operates over 6700 storage units, 200 RV pads, has completed $11M in development projects, and has raised over $42M in private equity. Learn More About Scott Lewis Here: https://spartan-investors.com/ What do you want to hear/see more of and less of? What question do you always wish I …
 
Charles discusses what LOIs and PSAs are; while explaining the due diligence and inspection process. Links Referenced in Episode: SpotCrime.com What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: ◾ Setup a FRE…
 
Paul Moore has been investing in real estate since 2000. Starting off with single-family and then narrowing his concentration to commercial in 2010. He now focuses on raising money for his funds at his firm Wellings Capital. Learn More About Paul Moore Here: Wellings Capital - Wellingscapital.com What do you want to hear/see more of and less of? Wh…
 
Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing the steps involved with self-managing a multifamily property you just acquired. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborsid…
 
Jason Pero started his real estate investing career in 2001 with a duplex, left his full-time job in 2012, and currently owns around 1,300 apartments. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: ◾ Setu…
 
Welcome to Strategy Saturday; Today, Charles discusses how to hire a 3rd party property management company for your multifamily property. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: ◾ Setup a FREE 30 M…
 
Maureen Miles brings over 25 years of real estate experience to the firm she founded and is the acting managing partner of, 4M Capital, a fast-growing multifamily, private equity investment firm. Listeners can learn more: Website: https://4mrei.com/ Email: mmiles@4mrei.com Facebook: https://facebook.com/4Mrei/ LinkedIn: https://www.linkedin.com/in/…
 
If you want to win the game of retirement, you have to know the rules — so, today, we’re talking to America’s IRA Expert, Ed Slott. He is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author who is known for his unparalleled ability to turn advanced tax strategies into understandable…
 
Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing how to understand multifamily real estate property classifications. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: …
 
Neal Bawa is a technologist and entrepreneur in love with the power of numbers to create profit for his real estate investors. He is CEO / Founder at Grocapitus, a commercial real estate investment company. Neal acquires Commercial properties across the U.S., for over 800+ investors. Current portfolio over 3000 units/beds, over $345 Million value. …
 
Donna Krech is passionate about enhancing our bodies to beat adrenal burnout, hormone imbalance, and immune deficiency so that we can live a healthy, wealthy, and fulfilling retirement. It’s all about building the foundations to get into a higher state of health. The steps are so simple: ramp up your immune system, reduce stress, and re-balance you…
 
Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing how a self-evaluation is imperative to successfully investing in real estate; by helping to narrow your property focus. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Invest…
 
Ron learned Mandarin Chinese growing up and has fully fluent staff who read and write Chinese. Ron Rohde is a Texan with a long history in North Texas real estate. As soon as he had a driver’s license, he was delivering keys to tenants, supervising contractors, or delivering notarized closing documents for a variety of rental properties. Learn More…
 
Today Tom Hegna, best-selling author of ¨Paychecks and Playchecks,¨ breaks down the complexities and myths surrounding savings, annuities, and long-term life insurance, with practical pointers based on current maths and science metrics. In a time of great uncertainty, his fail-proof method of securing a risk-free retirement by covering your necessi…
 
Charles discusses why seller financing is so appealing and how to obtain seller financing from multifamily owners. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call wit…
 
Gary Lipsky is a Managing Partner of APT Capital Group, which buys opportunistic value-add B & C class properties typically in Arizona. Gary has been a real estate investor since 2002 and has invested in over 1900 units with $30MM AUM. Learn More About Gary Here: APT Capital Group: aptcapitalgroup.com Email: glipsky@aptcapitalgroup.com Facebook: Fa…
 
Welcome to Strategy Saturday; today I am going to be discussing how to work directly with multifamily real estate sellers. Links Referenced in Episode: podio.com What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partn…
 
Randy is President of InvestArk Properties, LLC focusing on creating investor value and passive income returns for the busy professional. He has been in multi-family real estate since 2014 as both a general partner/key principal in 250 doors and a limited partner in over 4,000 doors. Learn More About Randy Here: Website: Invest-ark.com Email: randy…
 
Welcome to Strategy Saturday; today I am going to be discussing how to find and build relationships with commercial real estate brokers. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: ◾ Setup a FREE 30 Mi…
 
James Kandasamy is a bestselling author and award-winning multifamily syndicator. Since establishing Achieve Investment Group, LLC in 2015 James has syndicated 9 large apartment complexes, totaling 1700 units, and grown his portfolio to $130M+. Learn More About James Here: Achieve Investment Group: Achieveinvestmentgroup.com What do you want to hea…
 
Welcome to Strategy Saturday; today I am going to be discussing: how to Work with Multifamily Real Estate Lenders. What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call wit…
 
Lance Lvovsky is a CPA based in Florida. Lance’s expertise includes tax planning and tax compliance services to foreign investors in U.S. real estate, cross-border transactional tax planning, and estate tax planning. Learn More About Lance Here: Lance Lvovsky, CPA - 954.320.8077 Email: Lance.Lvovsky@marcumllp.com What do you want to hear/see more o…
 
Charles discusses tips and strategies for quickly reviewing multifamily real estate deals. Links Referenced in Episode: apartments.com rentbits.com rentometer.com zillow.com spotcrime.com What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Car…
 
Shannon has been in the real estate industry for over 40 years. He has been involved from start to finish on over$200,000,000 in construction projects covering the gamut from multi family, professional office buildings to City hall's, fire and police stations, schools, industrial and mini storage. Learn More About Shannon Here: Website: Shannonrobn…
 
Charles concludes his 2-part series with guidelines for identifying good neighborhoods within your target market. Links Referenced in Episode: City-Data.com https://www.deptofnumbers.com/ What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Car…
 
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