capitalization

John Street is our guest this week! John is the CEO and founder of leading cloud commerce marketplace and recently minted unicorn, PAX8. John Street is an award-winning entrepreneur who has launched many new businesses, including four that garnered Inc. 500 status. On this episode, Adam and Chris learn about the evolution of Colorado's tech ecosystem through John's perspective. John also shares his biggest lesson: how having a financial plan leads to a clear roadmap to securing funding.

Subscribe & listen to this episode on: Amazon Music (Alexa) | Spotify | Apple Podcasts or wherever you get your podcasts!

Pax8 - https://www.pax8.com/en-us/

Check out more about what we're up to at Range.vc 

Connect with hosts Adam and Chris and the Range VC team on LinkedIn 

https://www.linkedin.com/company/range-ventures/

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In this episode, I’m so excited to share with you a recent talk by my friend Corey Hazelip. Cory is a financial advisor with Edward Jones Investments with an incredible talent for helping individuals meet their financial goals while mitigating risks. On this podcast, he shares his thoughts on the introduction to investing while answering some questions I had for him about investment strategies and potential risk. 

Topics Include:

• The Importance of Healthy Investments
• Key Reasons Why People Don’t Want to Invest
• The Key Investments Needed to See Your Money Grow
• The Difference Between Small-Cap and Mid-Cap Stocks
• Defining Market Capitalization
• Understanding the Basics of Mutual Funds 
• What Differentiates ETFS from Mutual Funds
• How Money Markets Differ from Other Investments 
• How Annuities, CDS, And Life Insurance Work to Protect Investments
• The Key Difference Between Interest and Dividends
• How Bond Funds Help to Ensure Safety 
• How Financial Planners Help Clients Plan for the Unforeseen
• Defining the Four “Buckets” of Your Financial Journey
• The Basics of Getting Started in Investing
• What Risk Tolerance Means and How it’s Different for Everyone
• How Diversifications of Investments Mitigates Risk 

Cory’s Contact Information: 

Website: https://www.edwardjones.com/us-en/financial-advisor/cory-hazelip

Linkedin: https://www.linkedin.com/in/cory-hazelip-023753a9

Facebook: https://www.facebook.com/EJAdvisorCoryHazelip/

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Official Mills Knows Bills Website: https://www.millsknowsbills.com

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Youtube: http://youtube.com/millsknowsbills

Welcome to Season 2, Episode 6 of Automotive Advertising Podcast!

Jim Flint and Chris Wohrer talk about a company born out of an idea... Tesla.

#capitalization #creativity #authenticity #marketing #advertising #automotive #dealerships

Understanding the Direct Capitalization Method of valuing property is essential to maximizing long term returns. Different ways to value properties 1) Replacement costs 2) Comparable sales 3) Income approach a) Gross rent multiplier (asking price/gross rent) Pro: Allows for efficient sorting of multiple properties quickly Con: Doesn’t account for operating expenses b) Cap Rate/direct capitalization method Commercial properties are typically calculated via cap rates. You will some time see things like price per foot or price per door but in the end cap rates are main valuation tool. Cap rates (expanded) Definition cap rate Purchase Price (or market value) = NOI/ Capitalization rate Quick def of NOI-all income and expenses attributable to property as if you paid cash.

See the Video

Small-capitalization stocks have been on a roll in 2018. Who better to offer his perspective on this development than portfolio manager/investment analyst Greg Wendt, who has spent his entire career researching and investing in small-cap companies? A 30-year veteran of Capital Group, Greg offers his thoughts on this underappreciated asset class and shares engaging stories of his encounters with well-known leaders from the business world as well as the political stage.

Greg Wendt has 30 years of investment experience, all with Capital Group. As an equity investment analyst, he covers U.S. casinos and gaming, leisure facilities, restaurants, merchandising and small-cap companies. He holds an MBA from Harvard and a bachelor’s in economics from the University of Chicago.

Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center.

Do you have any suggested topics for Capital Ideas? Please contact our editorial team at capitalideas@capgroup.com.

In Episode 3 of the Rational Reminder podcast we discussed the following:

• Should you lease or buy your vehicle?
• How are the new mortgage stress tests affecting Canadian real estate?
• Home ownership is not required to build wealth, with a little discipline
• Amazon’s size is not unprecedented
• Successfully investing in growth stocks is really hard
• Consolidation in the Canadian asset management industry
• Independence benefits wealth management clients
• Are backend loads on mutual funds still a thing?
• Fund companies pushing anti-evidence
• Financial advice is about more than just the portfolio
• We are still waiting for lower stock valuations, high inflation, and high interest rates
• If you’re not worried, you don’t have a high expected return
• Are we living in exceptionally uncertain times?
• Small cap and value returns comes from rebalancing

The stories we talked about:

• Report on the Housing and Mortgage Market in Canada
• Federal policies suppressing housing activity, creating a negative shift in sentiment for homebuyers, according to latest consumer report
• Amazon’s eating the world – and the stock market
• Is Amazon Changing the World, and the Stock Market?
• The Most Valuable Companies of All-Time
• TD Bank becomes Canada's biggest money manager with $792-million deal to buy Greystone Managed Investments
• Banning Embedded Commissions Would Not Have Fixed Financial Advice in Canada
• Transforming Practices in the Wealth Business: A preliminary assessment of the June 2018 CSA reforms to the client-advisor relationship
• Not So Predictable
• In these uncertain times

The charts we talked about:

Source: Financial Market History: Reflections on the Past for Investors Today, CFA Institute

Source: Visual Capitalist

For more information or to contact Cameron and Ben, visit pwlcapital.com

Too many people think that all cap rates are the same- an equalizer among all property types for all deals. If that's true it means that we're always getting net operating income (NOI) right from the beginning and that each asset is providing an equal level of risk. Not true!

For a transcript of this episode go to John Wilhoit.com.

Looking at the top metros to make your single family investment sing!

The good folks at HomeUnion have released their latest rankings list that is designed to tell us the metros that will perform the best over the next year! So not what have done the best over the last year, but trying to predict the future big players! We will run down the top 10 and chat a bit about metros that did not make the cut that just might surprise some folks. This is specific to single family investment, but the elements they use would benefit just about any brand of real estate investment in these metro areas. Todays Links:

• https://www.homeunion.com/blog/dallas-investment-housing-market-tops-homeunions-power-rankings-list/

HELP THE SHOW GROW by filling out the audience demographic survey by clicking the button at the top of the page titled "Take the survey to support the show". Follow the prompts and this will automatically enter you for a chance to win a $50 Amazon Gift card! Interested in getting free content, advanced notice of upcoming events and real estate exclusives? Then simply join the Rebel Underground by texting the word 'rebelbroker' to 44222 - or click the button below. When prompted, text your email address and you are in! JOIN THE REBEL UNDERGROUND!

SPONSOR

Audible.com - Audible is offering real estate realities listeners a free audiobook of your choice and a free 30-day trial membership. Just go to http://audibletrial.com/rebel and choose from over 180,000 audio programs – download a title free and start listening! SUBSCRIBE TO AUDIBLE TODAY AND CLAIM YOUR FREE BOOK AND 30 DAY TRIAL!

Looking at the top metros to make your single family investment sing!

The good folks at HomeUnion have released their latest rankings list that is designed to tell us the metros that will perform the best over the next year! So not what have done the best over the last year, but trying to predict the future big players! We will run down the top 10 and chat a bit about metros that did not make the cut that just might surprise some folks. This is specific to single family investment, but the elements they use would benefit just about any brand of real estate investment in these metro areas. Todays Links:

• https://www.homeunion.com/blog/dallas-investment-housing-market-tops-homeunions-power-rankings-list/

HELP THE SHOW GROW by filling out the audience demographic survey by clicking the button at the top of the page titled "Take the survey to support the show". Follow the prompts and this will automatically enter you for a chance to win a $50 Amazon Gift card! Interested in getting free content, advanced notice of upcoming events and real estate exclusives? Then simply join the Rebel Underground by texting the word 'rebelbroker' to 44222 - or click the button below. When prompted, text your email address and you are in! JOIN THE REBEL UNDERGROUND!

SPONSOR

Audible.com - Audible is offering real estate realities listeners a free audiobook of your choice and a free 30-day trial membership. Just go to http://audibletrial.com/rebel and choose from over 180,000 audio programs – download a title free and start listening! SUBSCRIBE TO AUDIBLE TODAY AND CLAIM YOUR FREE BOOK AND 30 DAY TRIAL!

Jim Calpin comes on the podcast to talk about the role of franchise ownership, especially when it comes to junior hockey. Calpin discusses some of the problematic issues surrounding ownership, especially when dealing with rookies who don’t seem to understand what they are getting into. Calpin examines team evaluation, including marketing, capitalization and whether certain revenue streams have been watered down by previously bad ownership. Twitter: @JPCalpin