Real Talk with David Morse

Matt Picheny is a real estate investor, coach, Tony award winner, and author of the #1 best-selling book, Backstage Guide to Real Estate. He is focused on developing passive income streams that enable investors to write their own story and choose how they want to spend their time. Matt has over 15 years of experience revitalizing and elevating communities through real estate investment and has invested in over 10,000 apartments nationwide. Matt’s Website: https://picheny.com/

Layne Norton is the founder of BioLayne. He created the company to provide ethical, science-based coaching that synthesized real world experience with evidence based protocols. In his coaching career he has turned over 70 people pro and reshaped the way that countless people think about nutrition. To that end, Layne completed a BS in Biochemistry and a PhD in Nutritional Sciences, honing his intellectual skills under Dr. Donald Layman, one of the foremost researchers on protein metabolism and fat loss in the world. He has also enjoyed success in bodybuilding, winning a natural pro card in 2006 and competing as a pro in 2010 with his career highlight being a heavyweight class win at the 2010 IFPA International. He has also done extremely well in powerlifting, winning USAPL Nationals in 2014 and 2015 in the 93kg class and finishing with an overall silver medal at the 2015 IPF worlds, including a then world record squat of 303kg (668 lbs). He has also written two best-selling books, The Complete Contest Prep Guide and Fat Loss Forever while continuing to provide enormous amounts of free content via social media, podcasts, articles, and various other outlets. He has spoken all over the world including seminars in Australia, UK, Ireland, Denmark, Scotland, Canada, Thailand, with plans for more in the future. More recently, he has focused on providing ongoing support to help more people via biolayne.com and it’s subscription membership as well as training other coaches to use his methods to help their clients succeed. Check out Layne Website at https://biolayne.com/ Find Layne on Instagram @Biolayne Layne’s App- https://www.joincarbon.com/

Brent always wanted to be a real estate rockstar. That’s why as soon as he graduated high school, he began attending real estate seminars, got licensed at 21, and also bought his rentals. With some challenges in finances, he joined the Army in 2009 while keeping his rentals and house hacking right along the side. In 2016 he heard about LAND on a podcast and got hooked to it as his main hustle in the industry, eventually achieving success on it. Now an Army veteran, he’s more focused on growing even bigger in real estate with land as his area of expertise through his company, Land Sharks. Sharing his success with the business community, he also coaches in seminars and provides insights through podcasts and various social media platforms. Contact Brent at 863-801-6959 Or find him on TickTok @BrentLBowers1

Everett “Stony” Stonebraker and Lennon Lee of Passivo Real Estate Investments discuss their backgrounds in real estate and how they came together to become successful in passive commercial real estate. Stony has over 47 years of experience in the real estate industry and is a CCIM designated commercial real estate professional. Lennon is a full-time investor and real estate professional with other 2,000 units of multifamily real estate. How they met: Lennon was looking for something in commercial real estate that was really passive and simple, and became involved in syndication/pooling investments. Lennon and Stony met after Lennon had already started investing. He was working with a sponsor in New York on his first project. Stony was at a CCIM lunch and Lennon met him there. Stony became Lennon’s first investor outside of his family and friends. On today’s show, you will learn the easiest way to start building capital: The goal is to help investors find financial freedom through passive investing investing in commercial real estate. You need to understand their investment goals and they need to understand the risks. Sponsors in a deal should focus on what the investors are seeking, and might seek an acquisition fee, or a percentage of ongoing revenue, or a disposition fee at the end when it is sold. There are many variations to help investors and sponsors make the right investment. To connect with Lennon and Stony, visit them at their website passivorei.com, on LinkedIn at @passivorei, on Instragram @passivorei, or on Facebook @passivorei. Follow David at @daviddmorse on Instagram and Joe at @joe.quattrucci. Interested in joining the brokerage that’s redefining agent opportunity in Scottsdale? Have a real estate deal that we may be interested in? Reach out by DM, email at davidmorse@kw.com or directly at 480-767-3000.

On today's episode of Real Talk with David, I'm speaking with one of my agents, Christin Kingsbury. Kristin runs a massive team out of our Prescott, Arizona office. In today's story, you're going to hear about her journey, from teaching, 12 year olds to investing, to building spec homes, to getting full time in this business, coaching, growing a successful coaching business. All while the way up to having a big team of her own. There's so many different concepts that I want you guys to learn from her story. In particular, these ideas of delayed gratification and blooming where you're planted, you're going to know about all the things that I'm talking about as you listen to Kristin's story.

Heather Dreves is the Director of Funding at Secured Investment Corp. She is a tenured employee that has worked in the Private Money Industry for over 15 years and held her series 63 license. Heather has been directly involved in the sale of over 100 million dollars in Trust Deed Mortgages and raised over 30 million in Secured Investment Corps High Yield Equity Funds. She has had experience in assisting underwriting, managing the Cogo and Servicing team in addition to Investor Relations. Heathers Website https://securedinvestmentcorp.com/

Listen to this episode to find out Curtis May’s five principles of personal finance. Curtis May is the creator and owner of Practical Wealth Advisors and host of The Practical Wealth Show Podcast. The primary focus of his financial planning firm is to help individuals and families become financially free by following the principles of wealth creation that have endured for centuries around the world. As the host of his popular podcast, The Practical Wealth Show, and in his individual meetings with clients, Curtis teaches people that their number one financial asset is their knowledge. The more they know, the lower their risk, and the greater their chance of success over time. https://www.practicalwealth.net/ Check our Practical Wealth Show on Youtube https://www.youtube.com/@CurtisMay

Hear “Real Talk” about what it takes to build a real estate career. Tradd does not sugar coat the struggles he went through finding a good work/life balance. How that has made him a better family man as well as realtor. Also, how cool of a name is Tradd Bastian!!! Tradd Bastian, a native Charlestonian, comes from a family with over 100 years of real estate experience. Tradd has been active with his real estate license since 2006. He began his real estate career in property management, managing several properties over the course of five years. In 2012 he received his MBA from The Citadel, where he enhanced and sharpened his business skills. In that same year, Tradd took the leap into real estate sales full-time. To contact Tradd you can find him under his name on any Social Media Or at his website https://bastianandassociates.kw.com/

Steve started his career as the 2nd youngest airline pilot ever hired by Continental airlines. All he ever wanted to was be a pilot and through no fault of his own that career ended for him at 28 years old. Steven’s solution … get a library card. Steve created the fastest growing property management company in the state of Texas. Managing over 1,000 properties across 3 major metropolitan cities. Steve built the business up and created maximum cash flow positioning his company for a very profitable exit. Along with growing his property management company, Rozenberg has flipped, owned, and wholesaled hundreds of single family homes and apartment complexes across the US. Parlaying all of the success from real estate investing and property management growth, Steve has gone on to be one of the most well-known influencers in the Real Estate Community. He is a top contributor to BiggerPockets as well as other top level Real Estate platforms. He has been a guest and collaborated on countless panels, webinars, masterminds, conferences, podcasts as well as being a published author. To contact Steven visit his website https://steverozenberg.com/ You can also find him on any social media platform

Do you want to save money on your real estate investments? Listen to our hosts, David and Patick, get the lowdown on Cost Segregation. Here the latest on this interesting topic from today’s guest Eric Oliver, Vice President of Business Development for Cost Segregation Authority. Really the name says it all. Cost Segregation is an engineering-based analysis of a building's interior, exterior and land improvements in order to identify, measure and quantify assets that are considered personal property or land improvements under the federal tax code. You will find most cost segregation firms are full-time CPA firms or offer a dozen other services to maintain their margins. At Cost Segregation Authority our focus is exactly as our name implies. Hence, if you are a CPA or other tax advisor, you don’t have to worry about losing any tax return or other consulting revenue when introducing us to your clients. Our goal is to make you look good by performing the most accurate and tax-saving study possible. We are the good news in your practice and your partnership is paramount to our success. Get in touch with Eric at https://costsegauthority.com/

Eric went into the military right out of high school. After his stint in the Military he went full time into the car business. Started at the bottom and on the way to the top position, managing multiple dealerships, learned every aspect of the business. Eric knew he liked being in sales, but realized the margins were just too small in the car business. When he became a father, he knew he needed to work smarter. That was when Eric got into Real Estate. Just like in the car business Eric decided he needed to learn the foundation of Real Estate, so he started in mortgage. He decided to transition into sales. At this time Owner of the car dealerships, he managed approached him about getting into Real Estate as well, so the two of them started a home flipping business and did 75 units in the first year. That is how Eric got his start in the business. Listen to this episode to find out all of the unique directions his career has gone, and hopefully learn something that will benefit your business. You can contact Eric Brewer in the following ways. https://brewermethod.com/ https://www.instagram.com/eric_brewer_invest_

"There's no way I'm getting into real estate," Patrick thought to himself. This is the way Patrick starts his Bio on the website for his very successful Real Estate Team, Madigan Realty Co. in North Carolina. With more nicknames than we can count on one hand, and Patrick's willingness to poke fun at himself, you can see why he has such success with his clients. As well as make for a really fun Podcast Guest. After graduating with a degree in architecture and spending five years in non-profits, Patrick's friend was urging him to consider real estate. Patrick dove in head-first once he realized it was the perfect combination of his gifts and passions. Sports Fandom, Real Estate, Mental Health and Tik Tok are just a few of the topics covered in this Episode of The Real Talk Podcast. This is really one you do not want to miss. If you want to find out more about Patrick visit his Facebook page at https://www.facebook.com/padigan Check out past episodes of Coffee With a Mega on YouTube. https://www.youtube.com/@kwyptriangle4009

Ben Brady is CEO of Harcourts Auctions and Harcourts North America, the fastest-growing real estate company in the nation. With his career in real estate beginning at age fourteen, Ben has acquired expertise few can top. Utilizing his knowledge and experience, Ben has been a driving force behind Harcourts Auctions, becoming one of the world’s premier real estate auction platforms. Beginning as a personal assistant at Harcourts in Australia, Ben’s extraordinary ambition, drive, and desire to immerse himself in the world of real estate led to his recognition as a top young professional in the industry. Becoming a qualified agent, Ben began selling homes all across the eastern coast of Australia. With natural leadership qualities and a collaborative approach to real estate, Ben was named Sales Manager at one of Harcourts Australia’s most prominent offices, where he was awarded the Queensland Rookie Auctioneer of the Year during his first year in real estate auctions. Contact Ben at Ben.Brady@HarcourtsAuction.com Find more about auctions at https://www.harcourtsauctions.com/ Check out his podcast Rethink Real Estate https://podcasts.apple.com/us/podcast/rethink-real-estate-sales-strategies-marketing-tips/id1373489935

Ashley is an entrepreneur and lawyer. He has worked in real estate, mergers & acquisitions, business growth and management. He has used his wealth of experience to find his passion, which is helping business owners think bigger by being intentional with their growth and decision-making process. This led to Ashley Tison founding OZPros, the leading Opportunity Zone consultancy. Acting as CEO and an Opportunity he consults with clients on tax advantaged structures and investing strategies. Advising high net worth individuals how to best maximize their tax savings in real estate investments, how to maximize the positive community impact of their projects, selecting an optimal investment strategy, and properly navigating the applicable regulations. Contact Ashley at https://ozpros.com/podcast

The second episode of the new look Real Talk with David Morse podcast features Steven Zeller founder of Passive Ecommerce. Here Steven talks about his many successes and how it would not have been possible without some failures. Steven has a knack for finding holes in industries and creating companies that fill those needs. He founded Concierge Services USA which helped home buyers and sellers streamline the home buying and transition process. His next venture Concierge Relocation LLC. provided an exclusive service for $1M+ homeowners to manage and simplify luxury real estate Transactions. Throughout all of this he has been a successful Realtor and Real Estate Investor. Owning and Operating an E-commerce business has the potential to generate massive gains. However, most people are at a loss to know how to get started. This is where Steven and his amazing ability to find the hole in an industry comes into play. With the founding of Passive Ecommerce Steven has eliminated all of the headache and trial and error that comes from figuring out how to start an Ecommerce business. Passive Ecommerce develops and launches each venture for their clients. They help you implement scalable systems and processes that will eliminate the guesswork from opening your ecommerce business. To find out more about Passive E-commerce https://passiveecommerce.com/ Info@PassiveEcommerce.com

5 years ago Julia Gentry and her husband Travis experienced, as they call it, a “Midlife Awakening.” After building a successful real estate business only to end up $100,000 in debt Julia’s new path was revealed and she began advising hundreds of entrepreneurs how to build successful companies with insights into her own successes and epic failures. They bought the house and nice cars, had five babies, and obtained “the American dream” only to realize it wasn’t their dream. Every night as they crawled into bed, they still had this nagging question in the back of our minds… is there something more? On today’s show I talk with Julia about this awakening and how business owners like you can experience your own awakening and dream bigger in 2023. Get to know Julia Buy her book

Have you ever wondered how you can go from zero to over 1000 units under ownership, while having a second job, well on today's episode of the All In podcast our guest has done just that.Tim Lyons is the owner of Cityside capital a multi family syndication company that specializes in raising money for multi family acquisition Tim has served as a New York City firefighter for many years all well taking the plunge on growing his real estate empire. On today's episode learn how to define syndication raise money for acquisition scale quickly get into real estate investing while working a full-time job and how to face fear and decide to jump all in even with little to no knowledge Follow David at @daviddmorse on Instagram and Joe at @joe.quattrucci. Join David & Joe at Keller Williams Arizona Realty, where productive agents redefine their business. Reach out by DM, email at davidmorse@kw.com or directly at 480-767-3000.

Sarry is a Bank On Yourself® Professional and the CEO and President of finassetprotection.com. Learning about podcasting has completely changed his story and business. This has to led to him being a guest on over 250 podcasts in the last 2 years and starting his own podcast as host of Thinking Like a Bank. Prior to getting involved in his current roles, Sarry started his journey toward a career in financial planning when he took a course in high school called Consumer Economics. This basic class was helpful and relevant, and Sarry determined then he wanted to have a career helping people. He went into insurance working for Allstate, and learned the questions often delved into financial coaching and growth. He read the book “Bank on Yourself Revolution” by Pamela Yellen and “Becoming Your Own Banker” by R. Nelson Nash that talks about the concept of infinite banking. This model helps unlock the cash value of life insurance policies to allow people to invest in other assets such as real estate. Thinking like a bank helps people change the tables so that they pay back themselves for the use of these cash values. The cash value of a life insurance policy is a unique financial instrument that offers many options where consumers can benefit in terms of access to finances, tax concerns, and market risk avoidance. However, the life insurance policies have to be structured properly to provide all of this value–cash value grows over time, tax-free, even when you leverage it. Anybody can participate in this market and think like a bank. As long as people have as little as a few hundred dollars of month they can use in this manner, that’s all it takes to get started. Sarry meets with clients to do a financial analysis with them for about an hour with a goal to understand where they are now, and where they want to go financially. The most important point is where does the client want to go? This will set the tone for how Sarry sets them up for success with their policies and future plans. Contact Sarry by email at sarry@finassetprotection.com. Visit the Financial Asset Protection website and the Thinking Like a Bank website. Stop by Sarry’s Youtube Channel to see his podcast about thinking like a bank, and visit Sarry’s LinkedIn profile to learn more. Follow David at @daviddmorse on Instagram and Joe at @joe.quattrucci. Join David & Joe at Keller Williams Arizona Realty, where productive agents redefine their business. Reach out by DM, email at davidmorse@kw.com or directly at 480-767-3000.

Check out this replay featuring Guest host Melanie Crane. Previously the number one agent at Berkshire Hathaway, Mike McCann discusses why joining Keller Williams created new opportunities for himself and his people, both agents and administrators. Mike explains the importance of continuously educating yourself and maximizing the potential of the people around you, and demonstrates exactly how to do it. Cutting his teeth in door to door vacuum sales in the early days, Mike embodies what it means to have grit and perseverance in both life and business".

Before real estate, Brian was into basketball back in Philadelphia during the Allen Iverson era. Brian was 6’5” by the age of 13, so that was a natural place for him to excel and he was nationally ranked. He even played against LeBron James in his first high school game. Brian built a strong work ethic in sports, and transferred that ethic into financial planning and asset management right out of college. Brian had good mentors along the way in his career. He was his own boss, at 100% commission with no salary–so this made him fearless. He knew putting in the energy in his career would drive returns. He also worked at a startup and learned much about what is behind a company, how they work and what is needed. These experiences helped prepare him to build his own real estate business. Brain’s best friend got into real estate, and had a few Section 8 properties at the time. It was through this friendship that Brian got into rehabbing Class C neighborhoods through real estate investing, and he grew his investments further. The BRRRR (Buy, Rehab, Rent, Refinance, Repeat) Method is a real estate investment strategy where an investor flips distressed properties and then refinances them in order to purchase additional properties. He then got into developing coliving properties where he developed affordable living solutions for tenants that did not require Section 8 involvement. Coliving as a solution for affordable housing during the Shift Coliving properties may take many forms, such as a redesign of traditional single family homes to accommodate non-related families with shared areas–often enabling increased cash-flow by increasing the number of tenants in the space. But there is an important education piece as well–teaching investors how to choose tenants that might live well in a coliving space. This may require soft human skills to determine the best solutions for the tenants. But the payoff is worth it, and often the tenants stay longer than traditional affordable housing options. Brian says the sweet spot for coliving is undercutting the studio and one-bedroom apartments. The coliving option can be offered for hundreds of dollars less, but the quality in the renovation is high so it draws the tenants. Contact Brian by email at brian@247cashflowuniversity.com. Visit the 24/7 Cash Flow University website and the 24/7 Cash Flow University Facebook page. Stop by WorkwithGrimes.com to sign up for free training, and visit Brian’s LinkedIn profile to learn more. Follow David at @daviddmorse on Instagram and Joe at @joe.quattrucci. Join David & Joe at Keller Williams Arizona Realty, where productive agents redefine their business. Reach out by DM, email at davidmorse@kw.com or directly at 480-767-3000.