In this episode:
Founding The Collective Genius: How Jason Medley launched a premier real estate mastermind community.
Becoming the "Chief Connector" in fostering collaboration and building meaningful connections.
Vision for the Future: Jason’s plans for the growth and impact of The Collective Genius.
Joining The Collective Genius: Opportunities and benefits of becoming part of this thriving community.
In this episode:
Joey welcomes Bob Lachance, Founder and CEO of REVA Global.
From Hockey to Real Estate: Bob’s transition from professional hockey to becoming a real estate investor.
Insights from Bob’s first successful real estate deal.
Importance of joining local real estate associations for growth and opportunities.
Overcoming Challenges: How Bob navigated the 2008 market crash and emerged stronger.
Exploring AI’s potential to transform industries, including real estate.
Empowering Real Estate Professionals: How REVA Global’s virtual assistants save time and help businesses scale.
The Value of Delegation: Why delegating tasks to virtual assistants is essential for productivity and growth.
In this episode:
Meet Bill Exeter: CEO of Exeter 1031 Exchange Services and industry expert.
1031 Exchanges Explained: Their history, purpose, and tax-deferral benefits for real estate investors.
Why choosing a regulated expert is critical.
Qualified use, intent to hold, and compliance essentials.
Importance of consultation and strategic preparation.
Eligible Property Types: What qualifies for a like-kind exchange, including DSTs.
Reinvestment Requirements: Meeting deadlines, partial exchanges, and avoiding pitfalls.
Steps for identifying replacement properties.
In this episode:
Key differences between Reverse Exchange vs. Forward Exchange
Improvement (Build) Exchange Explained: Deadlines, complexities, and planning essentials.
The role of Exchange LLCs and fund control in 1031 exchanges.
Self-Directed IRAs and 1031 Exchanges
Step-Up in Cost Basis: How it works and its impact on 1031 exchanges.
Common Mistakes in 1031 Exchanges: Top pitfalls to avoid for successful transactions.
In this episode:
Craig Evans introduces Craig Hill, his background, and early career in lending.
Joining The Norris Group : Why Craig Hill left Vanguard Mortgage to partner with Bruce Norris.
The Changing Landscape of Hard Money Lending: How investor-focused lending has evolved over the years.
The Norris Group’s Underwriting Process.
Property Evaluation Strategies: Key factors in assessing profitable investment opportunities.
Protecting Investors & Ensuring Quality: How The Norris Group prioritizes investor security and deal integrity.
Craig Hill’s insights on securing funding and making smart investment decisions.
The importance of underwriting in building trust and long-term success in real estate investing.
In this episode:
Craig Hill shares key guidelines for evaluating trust deed investments.
Why multiple sources are crucial for accurate property value assessment
Understanding the Trust Deed Process
Essential criteria for trust deed investments in California.
A look at the company’s history and its approach to changing market conditions.
Balancing Fair Rates – The importance of offering competitive terms for both borrowers and investors.
How to apply and get started with trust deed investing.
In this episode:
Craig welcomes Kaaren Hall, CEO of uDirect IRA Services LLC
From radio to real estate, how managing an apartment building led to a thriving career.
Launching uDirect IRA Services – Kaaren’s path to founding a leading self-directed IRA company.
Partnering with The Norris Group – Her long-standing collaboration with Bruce and Aaron Norris and their shared impact.
Aaron Norris’ Influence – how Aaron played a key role in uDirect IRA Services’ success.
How OCEREIA supports the local community.
Self-Directed IRAs Explained – Key benefits and how they empower investors.
Understanding regulations for smarter investing.
How self-directed IRAs shape long-term wealth strategies.
In this episode:
How Self-Directed IRAs empower investors beyond traditional retirement accounts.
Self-Directed IRAs vs. 401(k): Key Differences – What sets them apart and which is best for your financial goals.
Managing Real Estate in a Self-Directed IRA – Strategies, tax advantages, and potential pitfalls.
The Legal Framework for Self-Directed IRAs – What assets qualify and how to stay compliant.
Mistakes Investors Make with Self-Directed IRAs.
How the SECURE Act 1.0 & 2.0 Affects Retirement Accounts.
In this episode:
Joey Romero introduces Patton Gade, National Director of Military Lending at UMortgage
From Military to Mortgages: Patton Gade’s journey into VA lending
Understanding VA loans, eligibility requirements, and how veterans can maximize their benefits
Challenges and advantages of VA loans, including the removal of loan limits in 2020
Common misconceptions about VA loans and why many veterans hesitate to use them
Tech & Mortgages: The evolving role of technology in the mortgage industry and its impact on VA lending
Expert Advice for Veterans: Navigating homeownership with VA loan
In this episode:
Understanding VA Loans and Their Key Benefits
Financial Qualifications and Credit Score Requirements
How Many VA Loans Can You Have?
Types of VA Loans Explained
VA Renovation Loans and the Role of Co-Signers
LLCs, Trusts, and VA Loans—What’s Allowed?
Debunking Common VA Loan Misconceptions: Addressing misunderstandings about eligibility, usage, and benefits of VA loans.
The Flexibility of VA Loans: Insights from Patton Gade on how VA loans can adapt to different financial situations.
The importance of awareness and understanding of VA loans in the real estate market.
Notifications
