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Episode 29: Kris Krohn $ Passive Investing Pitfalls

Kris Krohn is a distinguished real estate investor and personal finance coach who discovered his passion for real estate during his time at Brigham Young University. With a keen eye for potential, he began his career by revitalizing undervalued properties and had achieved financial independence by the age of 26 through real estate investing.

Kris founded Strongbrook REIC, which evolved into Response, a company dedicated to providing real estate investment education. This platform offers extensive resources for both active flippers and passive investors, making the complex world of real estate more accessible to everyone.

In addition to his entrepreneurial endeavors, Kris is an accomplished author and speaker. His publications, including “The Strait Path to Real Estate Wealth” and “The Conscious Creator,” are pivotal in shaping the perspectives of many aspiring investors. He also extends his influence through a YouTube channel, where he delivers strategic advice on wealth building and personal development to a wide audience.

Kris Krohn’s contributions to the real estate industry and his dedication to educating others underscore his significant impact in the field, reinforcing his role as a key figure in empowering people through knowledge and strategic investment in real estate.

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Episode 28: $375MM in Transactions with Joseph Bramante, CEO of TriArc

Introducing Joseph Bramante, the trailblazing CEO and co-founder of TriArc Real Estate Partners. Located in Houston, TriArc has carved its niche in the multifamily development and acquisition landscape, boasting over $375 million in successful transactions. The firm shines in the industry with its seasoned team, collectively overseeing more than 47,000 units and managing assets worth an estimated $2.1 billion throughout their impressive careers, averaging 23 years in the field.

Joseph stands out in the real estate world, not just for his achievements but for his unconventional path to success. His journey began in the engineering corridors of ExxonMobil, where he honed his analytical skills as a business team lead. With a solid foundation in Civil Engineering from Louisiana Tech University and an Executive MBA from Rice University, Joseph merges the meticulousness of engineering with the strategic finesse of top-tier business leadership, redefining the multifamily investment market for Houston.

Beyond his leadership at TriArc, Joseph is the driving force behind the Passive Investor Conference, a seminal event that unites industry luminaries to demystify passive investing strategies and insights. His passion for education extends to the creation of the Passive Investing Academy, a platform dedicated to equipping passive investors with the acumen to meticulously assess multifamily opportunities.

Joseph’s commitment transcends business success; he is driven by a genuine desire to guide others towards financial prosperity. Through TriArc’s ventures, the insights shared at the Passive Investor Conference, and the educational pathways carved out by the Passive Investing Academy, Joseph Bramante stands as a beacon for those aspiring to navigate the complexities of investment with confidence and insight.

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Episode 27: 150M CRE Investment Secrets With Christopher Robison

Chris is a BIG player in real estate investing with over 20 years in the space.

Starting young at 18, Chris has navigated through the complex landscape of real estate finance, amassing a diverse portfolio from single-family rentals to luxury units and self-storage facilities. Not just a buyer, Chris turned entrepreneur with a thriving mortgage brokerage and a lending fund that’s pushed over $150 million in investment loans.

His knack for lucrative deals has funneled $20 million of capital into profitable equity partnerships. Managing a hefty $50 million in assets, Chris’s real estate acumen is unmatched, making him a beacon for investors seeking wisdom on generating substantial returns.

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Episode 26: Finding CRE Success: Legal Advice from Paxton Guymon

Paxton R. Guymon is a seasoned real estate lawyer, specializing in land use, zoning, development, and real estate transactions. He has significant experience in both transactional work and litigation, successfully representing a diverse clientele in state and federal courts. Guymon has been repeatedly recognized as a top real estate lawyer by Utah Business Magazine and Mountain States Super Lawyers magazine. He served as Chair of the Real Property Section of the Utah Bar and was honored as “Distinguished Real Property Practitioner of the Year” in 2019.

Guymon holds a J.D. from the University of Utah College of Law and currently serves as in-house general counsel for Edge Homes, while maintaining an affiliation with York Howell law firm.

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Episode 25: Real Estate Trends & Affordable Housing with Mark Jensen

Mark Jensen is a distinguished figure in the commercial real estate sector, renowned for his role as the Executive Vice President of Investments at Colliers International in Salt Lake City, Utah. With over 13 years of experience, he has demonstrated exceptional proficiency in the industry, particularly in the sale of apartment units. Jensen’s career is highlighted by his achievement of closing over $1 billion in commercial real estate transactions since 2004, including the sale of more than 5,000 apartment units in the past decade. His team’s performance is noteworthy, having completed over 50% of Utah’s brokered apartment transactions in the last four years.

Jensen’s expertise is not just in sales but also in providing comprehensive market insights and trends, which are critical for his clients in making educated investment decisions. Recognized for his client-focused approach, analytical skills, and market knowledge, Jensen has earned a reputation as a top-producing investment broker. His passion for financial analysis and capital markets, combined with his extensive professional network, has positioned him as a valuable asset to both clients and colleagues in the real estate industry. This dedication and proficiency earned him the prestigious “50 Under 40” award from Real Estate Forum in 2017, solidifying his standing as a significant presence in the Utah real estate market.

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Episode 24: Maximize Real Estate & Investment Tax Savings with Kim Lochridge

Kim is the Executive Vice President at ETS, with a specialty in real estate and energy efficiency incentives, bringing over 25 years of business management and entrepreneurial expertise. Kim not only talks the tax talk but walks it as an active real estate investor since the ’90s. She’s also a member of the Tax Committee for the Real Estate Roundtable in Washington D.C. and a recognized speaker in top industry circles.

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Episode 23: Ultimate Guide to Passive Real Estate Securities

Gene Trowbridge began his journey in real estate in 1972, soon securing the respected CCIM designation by 1977. With 40 years under his belt as an educator, he’s earned his stripes and some notable accolades. As the co-founder of Trowbridge Nieh LLP, Gene has specialized in the intricate world of syndicated commercial real estate investments. His expertise doesn’t just stem from books; he’s successfully raised capital for 16 investment groups, amassing over $5 billion in offers. Since 2008, Gene’s taken on the role of mentor, training partners in the nuances of syndication and crowdfunding. Beyond his legal prowess, he’s shared his wisdom through seminars and penned an insightful book, “It’s A Whole New Business.” Which offers a deep dive into the industry from someone who truly knows the ropes…

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Episode 22: Tax Benefits for Passive Investors w/ John Briggs

Meet John Briggs: a tax guru with an extensive understanding of the financial landscape. John embarked on his financial learning journey at BYU, where he earned a master’s in accounting. He then refined his expertise in Orange County, CA, at Deloitte & Touche, one of the Big Four accounting firms.

Today, John stands as a partner in a reputable accounting firm, overseeing every facet of the business—ranging from client tax returns to pivotal company discussions. But there’s more to John than meets the eye. Apart from his accounting prowess, he is also a certified Lean Six Sigma Master Black Belt, guiding businesses to operate more efficiently and intelligently.

John firmly believes that the right tax and accounting strategy can pave the way for anyone to amass wealth. It goes beyond mere number-crunching; it’s about forging a brighter future and ensuring the “tax bully” no longer overshadows your financial success.

Episode 22: Tax Benefits for Passive Investors w/ John Briggs Read More »

Episode 21: Self-Storage Development vs. Multifamily Investing w/ Martin Mei

Meet Martin Mei, a dynamic figure in the world of real estate. His journey began in New Brunswick, armed with a Commerce degree from McGill University and a keen eye for opportunity. Martin quickly distinguished himself as a top producer of off-market multifamily properties, utilizing a variety of strategies from wholesaling and property flipping to short-term rentals and the BRRRR method.

In just four years, Martin’s strategic approach led to over 80 successful property transactions. He built a prosperous 7-figure real estate wholesaling business and accumulated a portfolio of 38 properties, managing an impressive $6.5M in assets.

But Martin didn’t slow down there. He pursued further education in Artificial Intelligence and Business Strategy at MIT, and Real Estate Appraisal at the Appraisal Institute of Canada.

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Episode 20: Exploring Real Estate Investing as the Stock Market w/ Clay Rockwood

Catching up with Clay Rockwood, the co-creator and leading figure of Soar Capital Group, responsible for overseeing commercial property acquisition and finance. His career has been immersed in multifamily property acquisition and management since 2009. Originally making his mark in the real estate business as an agent and broker, Clay quickly expanded his expertise to include buying, refurbishing, and selling both residential and commercial properties. His entrepreneurial spirit has also seen him found numerous flourishing startups in both real estate and the food & beverage sectors. He boasts an impressive portfolio of more than 500 personal real estate transactions.

Soar Capital Group, a niche investment firm co-founded by Clay, holds management and ownership rights for over 250 multifamily units and 123 mobile home park spaces. These assets, spread across 30 distinct properties, total a market value exceeding $40 million.

Clay’s educational credentials include a Bachelor of Science degree from the University of Utah. His journey in the business world is a testament to his knowledge and unwavering commitment to the real estate industry.

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