Alternative investments offer a pathway to diversification and potential wealth growth beyond the conventional. Whether it's private placements or hedge funds, there's a world of opportunities waiting for exploration.
In this episode, Tim and Greg discuss alternative investments and their potential benefits. They suggest that exploring alternative investments like private placements and hedge funds can offer opportunities for wealth growth beyond traditional stock and bond investments.
Tim and Greg also highlight the importance of continual learning, asking questions, and growing one's investment knowledge over time.
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WHAT TO LISTEN FOR
1:18 Potential for Wealth Growth Through Alternative Investments
8:43 Regulation D Offerings
24:06 Investing in 506(b) or (c) Offerings
29:54 From Wiring Money to Tax Questions
RESOURCES/LINKS MENTIONED
U.S. Securities and Exchange Commission
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Over the years, real estate investors had a problem–the lack of transparency, control, and specialized expertise with their traditional insurance. This frustrates many investors as insurance is one of their most significant expenses, but they don’t have the power to create it depending on their needs. This is where Obie Insurance is created. With their help, investors can now have customized insurance packages, giving them more transparency and control over their insurance costs and policies.
In today’s episode, our guest is Aaron Letzeiser, Co-founder of Obie Insurance, a company that provides instant online quotes and customizable insurance packages specifically designed for real estate investors. Frustrated with the lack of control and transparency with insurance costs as a real estate investor, they founded Obie Insurance together with his brother. Join us to learn how Obie Insurance can help you be successful in your real estate journey!
The discussion covers topics such as real estate insurance, changes in the insurance industry and their impact, tips for real estate investors to optimize their insurance coverage, current trends in the insurance market, and more.
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WHAT TO LISTEN FOR
3:10 Aaron’s Real Estate Journey
6:57 Obie Insurance
12:28 Service Offered
17:29 Tips and Tricks In Customizing Insurance Package
22:25 Trends in Real Estate
27:46 Pricing Retreat Prediction
RESOURCES/LINKS MENTIONED
https://www.obieinsurance.com/
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Learning about finances isn't just about managing budgets; it's about finding a meaningful life. By understanding money rules and matching them with your values, you can build a life full of purpose and satisfaction. Money is not the goal but a way to live a life that fits who you are.
In this episode, Tim and Paul and their guest, Damion Lupo, the CEO of FrameTec, discuss the importance of financial education and finding purpose beyond wealth accumulation. They suggest taking responsibility for one's financial future, narrowing focus for success, and fostering a supportive community.
The discussion covers topics such as debt versus savings, formal education versus self-learning, and crafting a fulfilling life beyond the confines of a traditional 9-5 workday.
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WHAT TO LISTEN FOR
2:41 Real Estate Investment
7:27 Financial Education
17:03 EQRP Plan
33:23 FrameTec Company
RESOURCES/LINKS MENTIONED
Rich Dad Poor Dad by Robert Kiyosaki
The ONE Thing by Gary Keller
FrameTec
Website: https://www.frametec.com/
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Managing your taxes is boring, but you need to do it no matter what. Learning from experts how to avoid mistakes and make the best decisions as much as possible can save you a lot of time and get to the success you want. And that’s why the Tax Webinar is here for you!
In this webinar, Tim, Greg, and Paul are joined by their special guest from Hall CPA PLLC, Thomas Castelli and Justin Shore. This webinar provided valuable tax strategies for real estate investors. They discussed the importance of working with a dedicated CPA. They covered different types of income, using losses to offset taxes and strategies like depreciation and stacking investments over time.
Filing extensions, vetting sponsors, and building an advisory team were also recommended. Don’t miss out and learn how to maximize returns through effective tax planning.
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WHAT TO LISTEN FOR
14:57 Know The Three Buckets Of Income
22:28 Strategies For Using Passive Losses To Offset Income And Taxes
33:18 The Conveyor Belt Theory For Stacking Investments Over Multiple Years
40:16 The “Lazy 1031”
55:51 Best Practices For Limited Partners
RESOURCES/LINKS MENTIONED
https://www.therealestatecpa.com/cityside
Tax Smart Real Estate Investors Podcast by Thomas Castelli
Tax Free Wealth by Tom Wheelwright
Conveyor Belt Theory by Jake and Gino
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Starting a real estate investment journey can feel overwhelming, but it can also be very rewarding with the right information and plan. Turnkey real estate investing offers a straightforward approach that works well for both experienced investors and beginners. By relying on professionals who take care of everything from buying the property to managing it, investors can earn passive income without any stress.
In this episode, Tim and Paul, together with Liz Nowlin, the Director of Marketing and Sales/Investor Coordinator for Mid South Homebuyers, discuss the benefits of real estate investment. They suggest considering Memphis for its economic drivers in logistics and distribution, highlighting its potential for high rents.
The discussion covers the turnkey approach, how to choose good tenants and the significance of learning to make smart investment choices.
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WHAT TO LISTEN FOR
2:16 Turnkey Rental Real Estate
11:46 Finding Cash-Flow Positive Rentals in High-Cost Areas
18:22 Real Estate Investment in Memphis
36:40 Liz’s Thoughts on Famous Quotes and Opinions
RESOURCES/LINKS MENTIONED
MidSouth Home Buyers
Rich Dad Poor Dad by Robert Kiyosaki
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Real estate investing involves understanding market trends and financial strategies. Analyzing the market is an essential aspect of successful investing. Self-education is key, helping investors stay informed about trends in housing inventory and supply, and ensuring a more informed and strategic approach to real estate ventures.
In this episode, Jason Hartman joins Tim and Greg as he shares his insights and experience in real estate investing, discussing topics like market analysis, using real estate to hedge against inflation, debates around market timing, trends in housing inventory and supply, and the importance of self-education.
They also mention how you can get rid of your debt by investing in real estate.
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WHAT TO LISTEN FOR
1:36 Analyzing the Market for Real Estate Investments
9:20 Hedging Against Inflation
16:35 Relevance of Market Timing
24:24 Housing Market Crash
30:32 Trends and Supply in the Housing Market
39:58 The Importance of Self-Education
45:37 Debt Destruction Through Real Estate Investing
RESOURCES/LINKS MENTIONED
The Rational Optimist: How Prosperity Evolves (P.s.) by Matt Ridley
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Ever questioned if there's a way to keep more of your hard-earned money while building a robust investment portfolio? Cost Segregation might be the one for you. In essence, it's about putting your money to work for you, redirecting funds that would have gone to taxes back into your investments.
In this episode, Tim and Paul, alongside Erik Oliver, the Vice President of Channel Partnerships of Cost Segregation Authority and a Cost Segregation Expert, discuss strategies for maximizing real estate tax benefits. They suggest leveraging cost segregation studies to accelerate depreciation deductions, emphasizing the importance of front-loading depreciation for immediate tax savings.
The conversation delves into bonus depreciation, a powerful concept that can significantly enhance depreciation benefits, and the impact of the Tax Cuts and Jobs Act of 2017 on real estate investors, emphasizing the potential for substantial tax savings through cost segregation and bonus depreciation strategies.
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WHAT TO LISTEN FOR
2:24 Cost Segregation Study
6:02 The Benefits Of Child Tax Credits And Bonus Depreciation Passing As A Bill
26:48 Erik’s Process Of How Cost Segregation Works
34:41 Erik’s Thoughts on Famous Quotes and Opinions
RESOURCES/LINKS MENTIONED
Tax-Free Wealth by Tom Wheelwright
Cost Segregation Authority
Rich Dad Poor Dad by Robert Kiyosaki
Rich Dad's CASHFLOW Quadrant: Rich Dad's Guide to Financial Freedom by Robert Kiyosaki
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
A transformative journey is not solely about acquiring knowledge; it serves as a powerful thing for transforming aspirations into reality. The crucial aspect lies not only in understanding what you desire, but also in taking deliberate actions to achieve it. It all starts with a dedication to personal growth and the skill of setting goals that drive you toward the life you imagine.
In this episode, Paul Dircks, Tim, and Greg's partner at Cityside Capital Investor Club, talk about strategies for personal growth, goal setting, and overcoming obstacles. They suggest setting clear and specific goals that can be measured and acted upon and stress the importance of combining education with action to achieve results.
The conversation touches on the importance of having a clear focus and visualizing goals while addressing and overcoming resistance and limiting beliefs.
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WHAT TO LISTEN FOR
4:45 The quote “It's not about knowledge, it's about action.”
6:45 The Crucial Role Of Taking Action For Learning And Growth
7:40 Top Takeaways From This Goals Retreat
RESOURCES/LINKS MENTIONED
Deep Work: Rules for Focused Success in a Distracted World by Cal Newport
Turning Pro: Tap Your Inner Power and Create Your Life's Work by Steven Pressfield
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Discover the power of being on-site and building a solid investment team. As a passive investor, you have the opportunity to transform your financial future. By taking control of your financial journey and leveraging the expertise of experienced professionals, you can unlock hidden opportunities and achieve the financial freedom you’ve always wanted.…
In this episode, Tim and Greg discuss their recent field trip to the Dallas-Fort Worth area. They discuss the importance of on-site and personally visiting properties as passive investors. They emphasize the benefits of seeing the properties and neighborhoods in person, rather than relying solely on investment decks and webinars. Tim and Greg share their experiences visiting six multifamily properties, noting the positive changes they observed, such as property improvements, new carports, landscaping, and engaged staff members.
They also mention speaking with residents and gathering feedback about the properties and the team they are working with.
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WHAT TO LISTEN FOR
1:09 Benefits of Visiting Real Estate Properties as a Passive Investor
7:48 Property Renovations and Management
11:17 Real Estate Investing and Property Management
15:44 Investments and Retirement Strategies
22:23 Building Relationships in Real Estate Investing
RESOURCES/LINKS MENTIONED
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
There are several of managing your finances that frees you from constantly trading your time for money. Imagine getting a monthly email letting you know that a significant amount of money has been effortlessly deposited into your account – a clear sign of your passive income…
In this episode, Tim and Paul, alongside Thomas Castelli, a Tax Strategist and Investor, discuss strategies for blending accounting and real estate for passive income. They suggest surrounding oneself with good people, utilizing the right tools, and investing in real estate syndications to harness the wealth-building potential highlighted in books like "Rich Dad Poor Dad" and "The Richest Man in Babylon."
The conversation discusses the importance of planning for taxes, understanding tax laws, and navigating complexities to reduce risks and maximize tax benefits for real estate investors.
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WHAT TO LISTEN FOR
5:26 Thomas’ Firm together with passive investors
9:50 Guiding Clients through Property Investment Challenges
12:25 Impact of Passive and Non-Passive Income
30:02 Real Estate Professional Status
RESOURCES/LINKS MENTIONED
Tax-Free Wealth by Tom Wheelwright
Think and Grow Rich by Napoleon Hill
Rich Dad Poor Dad by Robert Kiyosaki
The Richest Man in Babylon by George Samuel Clason
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Want another unique way to invest in real estate? Join the world of Industrial real estate investments. Many think industrial investments mainly focus on Amazon distribution warehouses or electrical supplies. Little do they know that uncovering the veil on industry leads to various assets, that with the right strategy, it will take you to the next level of investing. It may be confusing, but with Mag Capital on your side, you can start a unique investment opportunity that offers stability, predictability, and long-term growth.
In this episode of the Passive Income Brothers Podcast, we have Neil and Drew Wahlgren, brothers from Mag Capital, a private investment firm specializing in a unique approach to a private placement in the industrial real estate space. Tune in as they discuss Mag Capital's specialization in the world of real estate, industrial real estate investing, mitigating property risks, triple net lease strategy, and more.
Leave a positive rating and review of this podcast with just one click.
WHAT TO LISTEN FOR
8:00 Mag Capital and Industrial Properties
13:23 The Investing Thesis Behind Industrial Triple Net Lease
18:56 Criteria To Confirm A Great Tenant
25:40 Mag Capital’s Added Values For Tenant
29:05 How Mag Capital and Investors Earn Money
33:32 Mitigating Risk on Properties Or Asset Class
38:43 Real-World Example of How Wahlgren Brothers Work
41:15 Sales Leaseback Strategy
RESOURCES/LINKS MENTIONED
Mag Capital’s Official Website: https://magcp.com/
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Some people think that setting big goals for the new year can lead to disappointment and failure. However, by taking a strategic approach and setting realistic yet challenging objectives, it is possible to achieve success in different areas of life. It is important to anticipate obstacles and plan for setbacks so that one can stay strong and determined throughout the journey.
In this episode, Tim, Greg, and Trevor talk about strategies for a purposeful start in 2024. They recommend mindful investing in real estate, questioning traditional financial beliefs, and using personal connections. The trio discusses the importance of setting realistic but ambitious goals, dealing with challenges in real estate investment, and recognizing how the people we surround ourselves with affect our financial growth.
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WHAT TO LISTEN FOR
2:19 Coach Team Tips for a Successful Start to 2024
7:46 Discussing the Power of Psychology in Investment Success
12:12 Setting Bold and Realistic Goals
20:57 Ensuring Balanced Goals for Relationships and Health
26:33 Building Consistency to Prevent Motivational Burnout
35:39 Addressing Perceived Risks in Real Estate
37:35 Kiyosaki's Financial Philosophy
39:37 Jim Rohn's Wisdom on Personal Growth and Relationships
RESOURCES/LINKS MENTIONED
Trevor McGregor Coaching by Trevor McGregor
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Success often comes at a price. In real estate investing, the path is riddled with challenges, financial setbacks, and personal sacrifices. The early days, as a single individual in the real estate space, allowed for a certain level of flexibility and risk-taking. However, as family dynamics changed, the perspective on success and priorities evolved.
In this episode, Tim and Greg discuss strategies for Balancing Success in Real Estate and Personal Life. They suggest three principles that serve as the cornerstones of the family board meeting: easy to understand, buy into, and execute, ensuring tangible results that inspire continuous effort.
They also highlight the 18 Summers Principle.
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WHAT TO LISTEN FOR
2:03 Personal Life Events and Business Perspectives
10:36 Building a Real Estate Portfolio
13:35 Real Estate Investments with Different Focuses
29:36 The Future Of The Bill To Rent Space In Real Estate
RESOURCES/LINKS MENTIONED
18 Summers by Jim Sheils
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Banks were hesitant to provide loans for self-storage projects, and it was generally perceived as an unconventional choice within the real estate market. However, Self-storage has emerged as a fascinating and lucrative asset class, attracting investors seeking passive income and long-term wealth.
In this episode, Tim and Greg delve into a riveting discussion on the transformative power of self-storage, particularly in times of crisis. AJ's mission is to teach others about financial freedom and security, turning his hardships into a platform for empowering individuals seeking economic independence.
They also highlight the importance of resilience and determination to turn challenges into opportunities.
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WHAT TO LISTEN FOR
8:06 Self-storage investing and business growth
13:38 Paralysis, financial struggles, and recovery
22:05 Real estate investing and financial engineering
37:32 Real estate investing strategies and market trends
RESOURCES/LINKS MENTIONED
Cedar Creek Capital by Aj Osborne
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Imagine transforming your financial landscape by strategically navigating tax brackets and maximizing returns. By optimizing your investments, you can discover how understanding the complicated parts of your tax situation can be the key to unlocking unexpected financial benefits and achieving your wealth goals.…
In this episode Tim and Greg along with their guest, Don Hosmer, discuss how you can gain passive income through an investment in the oil and gas industry. They explain how you can reduce taxes through such an investment, how the industry has evolved through the years, and also warn about the downsides of taking the risks of being in the business.
They also highlight the importance of having a consulting professional who can help you diversify your investments to help mitigate risks.
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WHAT TO LISTEN FOR
5:55 Tax Benefits of Investing in Oil and Gas
11:13 Passive Income Using Oil Investment
16:07 Oil Drilling and Investment Opportunities
21:17 Investment Risks
27:13 Tax-free Wealth
31:13 The Importance of Diligence in Investing
35:57 Why Education is Vital
RESOURCES/LINKS MENTIONED
Tax-Free Wealth by Tom Wheelwright
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
There are several things people typically do by the end of the year. Make charitable donations, clean out the medicine cabinets and bathroom drawers, declutter, clean out the refrigerator, review your goals, organize photos from the past year…
In this episode Tim and Greg discuss strategies for real estate investing as the year 2023 comes to a close. They suggest five key steps for investors: reviewing and assessing investment goals, reviewing the performance of existing investments, consulting a real estate tax professional, considering the diversification of the investment portfolio, and staying informed about current real estate market trends.
They also highlight the importance of cost segregation studies for tax efficiency and warn against emotional investing.
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WHAT TO LISTEN FOR
3:16 Review and Assess Investment Goals
6:12 Review Performance of Existing Investments
10:37 Consult a Real Estate Tax Professional
14:47 Understand and Diversify Real Estate Portfolio
RESOURCES/LINKS MENTIONED
Tax Free Wealth by Tom Wheelwright
Conveyor Belt Theory by Jake and Gino
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
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Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
In this episode Tim and Greg interview Tyler Chesser, a successful real estate investor and host of the Elevate podcast. Tyler shares his journey from working in corporate America to becoming a real estate entrepreneur, emphasizing the importance of personal development and mindset in achieving success.
He discusses the value of investing in oneself, surrounding oneself with successful people, and the role of coaching in personal and professional growth. Tyler also shares his perspective on the current economic climate and the importance of playing the long game in real estate investing.
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WHAT TO LISTEN FOR
4:17 Tyler’s Transition from Employee to Entrepreneur
8:04 Learning From Challenges and Developing Mindsets
10:01 When You Realize the Potential of Real Estate
ABOUT TYLER CHESSER
Tyler worked in marketing for a global restaurant company climbing the corporate ladder (slowly). One day he realized he was “waiting” to be promoted to the next level and needed to take more control. Success and growth depended on how well he updated his resume. He became a licensed salesperson, immersed himself in real estate, and took control of his future. These were the first steps…
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Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Brian shares his journey from having no money and no marketable skills, to flipping houses to gradually owning 4,000 units of multifamily properties. The initial challenges were using credit cards for financing and leveraging private capital.
Today, Brian emphasizes the importance of preserving investors' principal and earning a return as the top priorities in his business.
He also discusses his recent decision to sell off most of his properties in anticipation of a market downturn.
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WHAT TO LISTEN FOR
2:07 The importance of Starting Small and Scaling Gradually
14:23 Preservation of Principal is Priority
24:02 Market Sensitivity and Strategic Asset Liquidation
26:51 The Impact of Economic Cycles on Real Estate Investments
RESOURCES/LINKS MENTIONED
Brian’s Resources material
ABOUT BRIAN BURKE
Brian is the President and CEO of Praxis Capital Inc, a vertically integrated real estate private equity investment firm. He’s acquired over 800 million dollars’ worth of real estate over a 30-year career including 4,000 multifamily units and more than 700 single-family homes.
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Website
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Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
The headline for the event sums up the investing atmosphere:
“Not since the 1970’s has the world faced such a formidable and uncertain investing environment.”
It was a great time to attend the 49th annual New Orleans Investment Conference.
In this episode Tim and teammate Paul Dircks share their experiences at the event. The conference focused on real assets, including real estate, oil, gas, and industrial metals. There’s never been a more important time to be diversified and staying informed about global financial trends.
They also discuss the potential impact of a recession, higher interest rates, and inflation on investments, as well as the n importance of understanding the people leading the companies or investments, being patient with investments, and considering the role each investment plays in your overall portfolio.
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WHAT TO LISTEN FOR
11:18 Macroeconomic Trends and the Future of the US Dollar
24:11 The Impact of Inflation and the Financial Repression on Different Classes
25:13 Government Debt, Inflation, and Taxation
27:35 Investment Principles for Uncertain Times
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
In the 100th episode of the Passive Income Brothers Podcast, Tim and Greg reflect on their journey in real estate investing and podcasting. They discuss their experiences with various guests, including Maurice Philogene, Colin Schwartz, John Gelder, and Ryan Serhant. They also talk about their first real estate deal in York, Pennsylvania, and how it led them to become capital raisers.
And if you’d like to get a free electronic copy of Tim's book, "Bringing Value, Solving Problems, and Leaving a Legacy," just send Tim an email tim@citysidecap.com.
Prefer a hard copy of the book? Done. Just leave a five-star rating and review.
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WHAT TO LISTEN FOR
6:32 Key guests over the first 100 episodes and what we learned from them
10:27 Networking and overcoming challenges
16:30 From hell raisers to capital raisers
23:16 Personal growth and community building
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club
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Follow so you never miss a NEW episode!
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Greg and Tim discuss the current state of real estate investing, particularly in the context of the recent rise in interest rates. They explain the different types of debt products used in real estate, such as fixed rate debt and bridge debt, and how these can impact an investment.
They also discuss the concept of a "rate cap", which is an insurance policy that protects investors from drastic increases in interest rates.
And they explore paused distributions, explaining this can occur when an operator decides to conserve cash for a potential refinance or extension.
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WHAT TO LISTEN FOR
1:41 Believe it or not, now might be the time to invest in real estate
2:19 Importance of partnering with experienced operators
3:38 Paused distributions
26:15 Refinancing and impact on returns
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
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Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Movies about Wall Street always seem to depict it as morally corrupt. They forget to tell another important part of the experience – the valuable business lessons a life “on the Street” can offer.
Paul Dircks lived that Wall Street life for 20 years. Now the newest member of Cityside Capital is sharing his unique journey of becoming an active and passive real estate investor. Paul emphasizes the importance of diversification in investment portfolios and the value of networking and learning from others.
He also highlights the potential opportunities in the real estate market, particularly in self-storage and multifamily sectors.
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WHAT TO LISTEN FOR
2:31 Paul’s shift in mindset toward diversification
4:13 The significance of networking
6:18 The selection criteria for real estate investments
17:37 The lifecycle of an investor and transition to passive investing
ABOUT PAUL DIRCKS
Paul is on a mission to help thousands of people maximize their investment dollars. He brings 13 years experience in portfolio management and research analysis. He is a registered representative of Cityside Capital LLC
CONNECT WITH PAUL
LinkedIn
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Tim and Greg introduce their newest team member, Paul Dircks.
Paul is on a mission to help thousands of people maximize their investment dollars. A Chartered Financial Analyst (CFA) charterholder with nearly 20 years of Wall Street experience, Paul recently joined Cityside Capital as a registered representative to help investors and financial advisors learn about and gain access to alternative investments. He is both an active and passive real estate investor and has extensive experience across multifamily, self-storage, industrial, and other asset classes.
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WHAT TO LISTEN FOR
15:22 Why due diligence is so important
16:16 The nuances of alternative investments
28:12 Why Self-Storage is leading Multi-Family right now
33:30 Changing investment dynamics
ABOUT PAUL DIRCKS
Paul is on a mission to help thousands of people maximize their investment dollars. He brings 13 years experience in portfolio management and research analysis. He is a registered representative of Cityside Capital LLC
CONNECT WITH PAUL
LinkedIn
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Follow so you never miss a NEW episode!
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Greg and Tim discuss the power of refinancing in real estate investing. They share their experiences with two successful investments: a multifamily property in Sarasota, Florida, and a retail center in Murfreesboro, Tennessee. Both properties underwent refinancing, which allowed the brothers to return a significant portion of the original investment to their investors, tax-free.
This process, known as the velocity of money, allows investors to reinvest their returns into other deals, thereby increasing their wealth.
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WHAT TO LISTEN FOR
11:15 A key refinancing strategy example that brought LTV from 74% to a safer 61%
11:59 The flight to quality debt
13:34 Rate cap and distributions example
25:57 The challenges of tenant improvements during the COVID period
CONNECT WITH US
To learn more about investment opportunities, join the Cityside Capital Investor Club.
Facebook | Instagram | LinkedIn | Email Greg | Email Tim
Follow so you never miss a NEW episode!
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.
Individual Retirement Accounts. How much do you really know? Did you know that investing in real estate through an IRA doesn’t require paying taxes or penalties on rollovers? This makes IRAs a very attractive option. But you need to stay educated and understand the rules and regulations associated with these types of investments to avoid potential issues with the IRS.
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WHAT TO LISTEN FOR
4:48 The history of self-directed IRAs
14:34 Alternative investments are not inherently risky
17:12 Real estate investments through IRAs
27:07 Solo 401k tax exemption
ABOUT ALEX PERNY
Alex is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He holds the designation of Certified IRA Services Professional (CISP) from the American Bankers Association and loves diving deep to learn about the rules, regulations, and technical aspects of self-directed IRAs, employer plans, and IRS regulations. He believes so strongly using retirement plans to invest outside the stock market he has self-directed his retirement and health savings plan and invest in real estate and private equity.
CONNECT WITH ALEX
Website | Email
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To learn more about investment opportunities, join the Cityside Capital Investor Club.
Follow so you never miss a NEW episode!
Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.