investing advice

We see many common, yet easily avoidable mistakes, across the capital raising materials we review every month. 

Some of these mistakes may end up costing you more than you can afford to lose, which is why it's so important to take these steps before your next pitch:  

#capitalraising #raisingcapital #investingtips #realestateinvesting #investmentinsights #investmentadvice #familyoffice #investingmistakes #capital 
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The largest association in the family office wealth management industry with 140,000+ current members—become a member today. Since 2007, the Family Office Club has been working with family offices by helping them create family offices, identify deal flow from our live conferences, and connect with quality investment firms and independent sponsors.  

To learn more, and get two chapters from Richard C. Wilson's best selling book, "The Family Office Book: Investing Capital for the Ultra-Affluent." please download our free Family Office Report PDF on single and multi-family offices right now by visiting: http://FamilyOfficeReport.com

Membership and our events please see http://FamilyOffices.com or to learn more about setting up your family office please see http://SingleFamilyOffices.com

►Where to follow and listen to Richard:

Twitter: https://Twitter.com/RichardCWilson
Website: http://www.FamilyOffices.com
LinkedIn: https://www.Linkedin.com/in/singlefamilyoffice/
iTunes: https://itunes.apple.com/us/podcast/family-office-podcast-ultra/id849850253?mt=2
Products: http://FamilyOffices.com/wp-content/uploads/2015/01/Charter-Brochure-1.pdf
Facebook: https://www.Facebook.com/Family-Office-Certification-273131392872473/
Trainings: https://www.InvestmentCertifications.com
Bootcamps: http://FamilyOffices.com/Capital
Family Offices Summits: http://FamilyOffices.com/:
Family Office Jobs:http://FamilyOfficejobs.com/

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Richard is a  bestselling author and for 10+ Years the Family Office Club has attracted over 1,500 registered family offices with $1 trillion+ in assets. Richard is an internationally renowned speaker on leadership, Family Offices space, entrepreneurship, social media, and finance. He regularly appears on Fox News, Fox Business, CNBC, and MSNBC, and writes for Forbes, Success Magazine, Business Insider, Entrepreneur.com, and the Huffington Post. He urges his followers and clients to make success their duty, responsibility, and obligation. He currently resides in South Florida with his wife and two daughters.

Insurance is like an umbrella: you usually don't feel like you need it unless it rains but when you don't have it and it starts to pour, it's often too late to go back home to get it.

Many of the people and possessions we value can easily be at risk if we don't protect them from what life throws at us. To discuss the importance of insurance and the different options available, Debbie Roberts from Property Apprentice speaks with Financial Adviser &  Insurance Specialist Mike McCarthy from MiTeam and Isaac Mutu, Director at O'Connor Warren Insurance Brokers.

MiTeam Mortgages and Insurance
Contact Number: 0800 882299
Email: office@miteam.co.nz

Stay tuned and subscribe!

For topic suggestions, please email info@propertyapprentice.co.nz and if you haven't already done so, please register for one of our upcoming free online training events. You may view them at www.propertyapprentice.co.nz and register. Our social media channels to get updates:

FB: https://www.facebook.com/PropertyApprentice/

IG: https://www.instagram.com/propertyapprenticenz/

LinkedIn: https://www.linkedin.com/company/property-apprentice

*Nothing from this episode should be taken as individual financial advice.

*Property Advice Group Limited trading as Property Apprentice has been granted a FULL Licence with the Financial Markets Authority of New Zealand. (FSP Number: FSP157564) Debbie Roberts | Financial Adviser (FSP221305) For our Public disclosure statement please go to our website or you may request a copy free of charge.

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about the cost of investing. A lot of people don’t want to talk about fees. Many people say that their investment portfolio is free, that they don’t care, or that they just don’t understand it. It comes down to two things: the fee you pay for the advice and the fee you pay for the product. Understanding how much you are paying for investment advice and portfolios is important.

- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

- Click here to schedule a consultation with one of our financial advisors.

Connect With Wiser Wealth:
- Wiser Wealth Management Website
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This podcast was produced by Wiser Wealth Management. Thanks for listening!

If you’ve ever wished that there were some way you could get help affording a down payment so you could purchase a home that you love, you’re in luck: there is. 

In a recent episode of The Mortgage Report podcast, Ivan Simental NMLS# 1762746, mortgage advisor at @theivansimental tackled how to qualify for down assistance programs when buying a home, if such programs could be right for you, and the pros and cons of using such programs. 

The Mortgage Report Podcast presented and operated by FULLBEAKER, INC. NMLS#1019791

Equal Housing Opportunity.

Looking for some advice on leveraging the equity in your home? Mortgage advisor Arjun Dhingra NMLS#1166050 of the Mortgage Reports podcast recently tackled the trending hot topic of homeowners and cash-out refinances. Here’s what he had to say. 

The Mortgage Report Podcast presented and operated by FULLBEAKER, INC. NMLS#1019791

Equal Housing Opportunity.

Mortgage expert, Arjun Dhingra NMLS#1166050 tackles a hot topic: buying real estate in today’s inflated market. 

With home prices hitting record highs, many would-be buyers are wondering whether it makes sense to invest in real estate right now — or wait for prices to level out. 

Arjun discussed what inflation is, how it impacts real estate, and what you can do to hedge yourself against it. Here’s what you should know about investing in real estate and how to make smart financial decisions during times of high inflation.

The Mortgage Report Podcast presented and operated by FULLBEAKER, INC. NMLS#1019791

Equal Housing Opportunity.

It’s the million-dollar question and Ivan Simental NMLS# 1762746, mortgage advisor at @theivansimental and host of The Mortgage Report podcast is tackling it: do you actually need two years of employment history before you can buy a house?

The answer is yes, but according to Simental, there’s more to the story than that. “There are a few caveats around that,” he notes. So what are they? What do mortgage lenders actually require? Find all your answers here!  

The Mortgage Report Podcast presented and operated by FULLBEAKER, INC. NMLS#1019791

Equal Housing Opportunity.

If you’re looking to buy a house but you have bad credit, we have some good news for you: you may still be able to get a mortgage loan. In this episode, Mortgage Expert Ivan Semintal NMLS # 1762746, gives the best advice on buying a house with a low credit score. 

Bad credit, or even not-so-great credit isn’t the automatic deterrent for a home loan that it once was says Ivan Simental, mortgage advisor at @theivansimental and host of themortgagereports.com podcast. In a recent episode, Ivan discussed how exactly you can still buy a house, even if you have bad credit. 

The Mortgage Report Podcast presented and operated by FULL BEAKER, INC. NMLS#1019791

Equal Housing Opportunity.

Brandon Beavis is a Canadian investing expert and YouTuber. Brandon shares his YouTube strategy, how & why he built his investing course, & shares some super valuable tips for anyone looking to get into investing. 

Don't forget to subscribe to the channel & on your favourite podcast player! 

Listen on Apple Podcasts: https://podcasts.apple.com/ca/podcast/project-passion/id1348197636

Listen on Spotify: https://open.spotify.com/show/0iabYjmbTh2i6xsIR0JqmW?si=gUyvynxZTKWWeTQH4IUriQ

Follow Social Media U on Instagram: https://urlgeni.us/instagram/SocialMediaUIG

Follow Social Media U on TikTok: https://urlgeni.us/tiktok/SocialMediaUTikTok

Ben Leavitt's Main Channel: http://bit.ly/2s4Q4NH


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Follow Brandon on Instagram: 
https://www.instagram.com/brandonbeavis/
https://www.instagram.com/brandonbeavisinvesting/

Follow Brandon on Tiktok:
https://www.tiktok.com/@brandonbeavis?lang=en

Subscribe to Brandon's YouTube channel: 
https://www.youtube.com/channel/UCoYDuEolAYsjQzzqe2dh1sg

Matt Picheny is the Managing Partner at MJP Property Group. He has invested in over 5,000 apartment units and is primarily focused on acquiring and repositioning multifamily communities.

Matt has over 15 years of experience in property analysis, financing, acquisition, construction, and operations. He is a licensed real estate agent, a Fannie Mae & Freddie Mac approved buyer, and a member of the Forbes Real Estate Council.

Connect: 

• Matt's website
• Matt's email

Eng Taing is the classic immigrant story, who was born in a refugee camp in Thailand, where his family escaped the Khmer Rouge genocide from Cambodia.  He and his family immigrated to the U.S. when he was 2 years old, and Eng was able to find financial freedom at 35 years old.  Today, he is the Founder and CEO of Touzi Capital.  He has 12 years of real estate experience and currently has $65M of assets under management.  Eng is an economist by training, from the Wharton School of Business and also has experience leading data science and analytics at Apple, Capital One, and AT&T. 

Connection: 

• Eng's website
• Eng's email address

Charles is a native of Brooklyn New York that currently resides in Charlotte, North Carolina, and serves as senior acquisition manager and asset manager of three Oaks management, LLC, in which he actively works to locate high-performing multifamily real estate deals throughout the Southeast region of the United States. He's also responsible for performing all of the company's initial underwriting and analysis, and is also involved with the contract negotiation and capital raising. 

Connect: 

• Charles' website
• Charles' email

Brian C. Adams is the President and Founder of Excelsior Capital, where he spearheads the investor relations and capital markets arms of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010 and provided leadership and direction for the firm in connection with capital markets, investment management and investor relations. 

He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May of 2008. Since May of 2017 he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on investment opportunities in Healthcare and Technology. From January of 2016 to January of 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December of 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.

Connect:

• Brian's Linkedin
• Brian's Twitter
• Brian's company
• Brian's podcast

Alix Kogan is the President of Ashland Capital Fund and has 20 years of experience in real estate, construction and development.  He started his career in Colorado founding his own high-end construction company and grew it to be the largest and most successful firm in Southwest Colorado.  Over the last 15 years, Alix has successfully completed several townhome, mixed-use and single-family developments.  Additionally, he owns over 1700 apartment units as an LP, Co-GP and KP.

Connect:

• Ashland Capital Fund

Pancham  Gupta is the host and founder of The Gold Collar Investor podcast, a professional real estate fund manager and a co-founder of Mesos Capital which controls over $43M in assets. He earned a Masters from Carnegie Mellon University. 

Using his engineering background and his 14 years experience in the FinTech industry, he has created systems and successfully built a portfolio which is cash-flowing over 10%. He has invested in 5 different states and internationally.

He is passionate about teaching personal finance. He is a co-founder of the popular Multifamily Mastermind NYC group and has been featured on investment panels, conferences, and podcasts. 

Connect: 

• The Gold Collar Investor podcast
• Pancham's website
• Top 6 reasons to invest outside of wallstreet

Chris Salerno is the founder and managing partner of QC Capital, a well-respected multifamily investing company.

Chris has an extreme passion for real estate.  By the time he was 24, he successfully transacted more than $40M in real estate and helped lead the #1 real estate team in the Carolinas to produce more than $140M in annual sales.  He is named Charlotte’s 30 under 30, Elite 50, and nominated for Forbes 30 under 30.

Chris is also the founder and host of the “Mindful Multi-family” podcast.

Connect:

• Chris' website
• Chris' Facebook Group

Terry Moore CCIM, is the co-owner of ACI Apartment Consultants Inc. and is the author of popular book “Building Legacy Wealth”. Terry is an experienced Real Estate Investor and Broker in the San Diego market and has received multiple awards for Brokerage from San Diego Association of Realtors. Together with his team, they have closed more than 4000 escrows.

Connect: 

• Terry's website
• Terry's email
• Terry's phone number
• Terry's book

Fritz Ritter is the principle at the Kronos Investment Partners where he directs daily business development, investment packaging, operations, and is active in the capital raising.  He has successfully acquired & repositioned opportunistic multifamily assets with various business partners.

Connect:

• Fritz's website
• Fritz's ebook
• Fritz's podcast
• Facebook - Fritz Ritter

Logan Freeman began LiveFree Investments in early 2018 after the corporate world had let him down one too many times. Real estate has always been his passion and got kicked into full gear after completing his first live-in flip in 2013. Today, with over 80 successful real estate transaction and $13 million completed for investors annually, he has created a proven track record to provide his investment clients the confidence and security they desire.

Logan feels there are two things that set him apart from other investor agents; his never-ending hustle and is proactive communication. He is continually investing into himself so he can provide great value to his investors; making sure to pivot and listening to what the market is providing. A driving philosophy is, “What got you here, won’t get you there.”

Logan Freeman began LiveFree Investments in early 2018 and has a background in the corporate world.  Real estate has always been his passion and it got kicked into full gear after completing his first live-in flip in 2013.  Today, he has over 80 successful real estate transactions and $100M completed for investors annually.

Connect:

• Live Free Investments
• FTW Investments
• Logan Freeman's Linkedin