If you haven’t familiarized yourself with him yet, there’s no better time to do so than now. As a global leader of economic excellence, business tycoon, Kingsley Kobayashi’s recipe for success has been sprinkled with only the best ingredients, that leaves anyone who knows him in awe of his passion and fortitude. As a jet-setting leader who speaks seven languages, Kobayashi is the co-founder of the Fintech Global Consultant Group, (FGC Group), which helps clients navigate through the world of Blockchain and Fintech. His result-driven blueprint for success, is something that those who are serious about growing their wealth on a global scale, should pay close attention to.  Respected for his professionalism and innovation, , he has also single-handedly answered the call for delivering upscale entertainment establishments in Tokyo. 

Golden Ball Cafe and Tokyo Sports Bar are Tokyo’s most popular sports bars, with a long and respected history. Adding to the list of booming businesses, Kobayashi also has TK Lounge, which is an intimate karaoke spot that’s perfect for private parties and dates. Most recently Kobayashi opened Las Tokyo Bar, which is a chic establishment with an 80s’music vibe. It is perfectly located in close proximity to the bustling and busy Midtown area of Tokyo.  

With all that Kobayashi is involved with, he is very grounded and is no stranger to knowing the benefits of taking care of the mind and body. HBK Naturalist is a company focused on natural medicine and methods that are designed to relieve various ailments. The star product is the Kobayashi Bitters, which focuses on aiding the digestive track among other systems in the body. Kobayashi Bitters launched in the spring of 2019 and quickly gained popularity in Africa, Japan and Europe. With mental clarity and health being important to Kobayashi, his Stone Water Healing Studio meets the needs of individuals seeking guidance with their spirituality, by helping them to connect with their higher selves. 

Greg is a serial entrepreneur, real estate developer, coach and mentor. He has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed residential and mixed use subdivisions and started 12 different companies from the ground up. 

Greg currently coaches and mentors some of the top entrepreneurs and real estate investors around the world helping them start, grow and scale their business, raise more capital and do bigger deals. Greg's current clients have over $2 billion in AUM and deals in process.

Greg is an expert on the topics of entrepreneurship, leadership and real estate and is regularly interviewed on some of the top real estate investing and business podcasts today.

Greg served in the United States Navy right out of high school and has always been a leader in the community as well as supporting, advising and serving on the boards of several churches, ministries and non-profit organizations. 

 People are Dan Smith’s business—specifically, entertainment people. As creator and producer of Fox Backstage Pass, his goal isn’t just to get the biggest celebrities onto his weekly entertainment program: it’s to get those stars to look at what he can offer and definitively say, “Yeah, let’s do that.”  

It was Smith who leveraged his experience as a former U.S. Air Force public relations superintendent to get Will Smith (no relation) on a Blackhawk helicopter ride from Nishi Azabu to Yokota Air Base and back to promote I Am Legend in 2007. At the time Smith was producing entertainment segments for Japanese networks with his independent Access Television LLC, and the stunt caught the attention of Fox.  

Smith subsequently got the principal cast of 2012’s Battleship onto an actual U.S. Navy aircraft carrier, and when Tom Cruise came to promote Edge of Tomorrow, the Japanese distributor naturally approached him to find out what he could do to help promote the film.  

The feather in his cap was when the promoter for Michael Jackson himself sought Smith out to cover what would have been the King of Pop’s final Japanese tour. “That’s when I started thinking, oh, maybe I’m kind of successful at this,” Smith says.  It’s that variety that keeps Smith going. “I get up every day excited that I am never going to have the same day—never,” he says. “It’s never going to repeat itself. That in itself just gets me charged up to go out there and kick some ass. I love that aspect about my job, and I love that aspect about my programs.”  Tune in to hear Dan's prospective on business and what keeps him motivated on his day to day. 

 As a serial entrepreneur, Jim has founded and has angel invested in a number of startups in Japan. The start-ups Jim focuses on are in digital transformation in Japan. On a personal level, Jim has been running Internet and cloud and SaaS related businesses in Japan since 1996.  He started his first company in 2000, second in 2003 and third in 2006, PBXL. In 2020, Jim founded SignTime K.K. a Japanese company focused on electronic contracts, e-hankoes and digital transformation in a global environment.  

Previously, Jim founded PBXL , a SaaS based company focused on cloud calling, which was acquired by BroadSoft in November, 2015,. Through the time Cisco acquired BroadSoft, he led both the SaaS sales and factory operations for the team in Japan until August, 2018, when he moved into a dedicated sales role.  

Jim has substantial SaaS experience in Unified Communications and Collaboration, hosted PBX services, integrated VOIP offerings, team collaboration and instant messaging/Chat. Outside of collaboration, he also has experience with Call Center/Contact Center as Services (CCaaS) as well, in both indirect and direct sales roles. In his previous role at Cisco, he built teams to work with the big 3 large telecommunications service providers (KDDI, NTT and Softbank) and the major Japanese SI companies like Fujitsu, Hitachi, CTC and Mitsubishi. 

 Ray Klein is an entrepreneur, mentor, crisis manager, and project leader. Ray Klein co-founded American Life Inc., a Seattle, WA real estate investment company, in 1996. During his tenure, from 1996 to 2012, he grew total funds under management to approximately USD 1 billion, primarily from Asian investors.  

 During 2012–2014, he led Rainbow Clean Energy GK, a developer of mega-solar power generation projects in Japan. In 2015–2016, he restructured and then sold a USD 1.5 million retail and gift store business that was previously acquired as part of the Okabe purchase. In 2009, he led a local private investor group in the acquisition of the Okabe Hotel Group, a 500-room resort chain in Japan, and served as its president until the company was sold in late 2010.  

 In 1996, Ray also founded Tekinvest KK, a strategic consulting firm that focused on localizing numerous U.S. technology companies to the Japanese market. Most notable was NetRatings Japan, Inc. (a joint venture with Nielsen Media Research and Transcosmos Inc.). Ray has previously served on the board of HOPE International Development Agency, Japan, which extends help to Asia's neglected poor.

He holds BS and MS degrees in Computer Science.  Ray is bilingual in English and Japanese, and has lived in Tokyo since 1990.

Rob Claar first came to Japan after graduating from college in 1987. After working in a Japanese think tank in healthcare policy and health economics, Rob started his entrepreneurial path in 1992. He has created nearly 20 businesses in Japan that focus on the goal of addressing the unmet needs of patients, doctors, innovators and government agencies.   

Rob has deep healthcare regulatory knowledge, strong Key Opinion Leader doctor relationships and maintains a worldwide trust network with leading innovators in drug discovery and medical technology through optimism, tenacious follow-through and a spirit of collaboration.   

Rob is a school board volunteer and serves on the board of Hope International Development Agency, a non-profit focused on enabling self-reliance for the neglected poor in Cambodia, the Philippines and Ethiopia.   

In his free time, Rob enjoys traveling in the countryside of Japan, visiting Shinto Shrines and hot springs with his family.

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 In this episode, we explored:  

What being diagnosed with leukemia and the subsequent treatment did to his business. His marriage.  

How he moved past his illness and recovery.  

How Real Estate hit his radar and what type works best for him.  

When looking at a purchase, what factors help him determine to pull the trigger or not.  

How the anomalies of 2020 affected his holdings. Future plans. 

  Some of the most vital lessons learned investing in Real Estate. 

 Why he uses podcasts as a platform? What about this tool gets his attention. 

 Yonah is a powerhouse - with property owners' tax savings. As Business Director at a national cost segregation leader, Madison SPECS, he has assisted clients in saving tens of millions of dollars on taxes through cost segregation. ​ 

Over the past 15 years Madison SPECS has done over 16,000 cost segregation studies covering all 50 states, resulting in over $3 BILLION in tax savings. ​ 

In this episode we covered:  

How does one know if their property is a good candidate for a cost segregation study?  

What does one look for in a cost segregation firm?  Should one always get an upfront estimate first?  

Is one able to capture some of the benefits of cost segregation retroactively, if they've already held a property for a long time? 

Looking at the Tax Cuts and Jobs Act of 2017, does the change in the Act allow property owners to take their depreciation deductions much faster. Is this temporary, or a permanent change in the law?  

How does any of this impact an investor’s personal income taxes?  Tune in for a very engaging conversation!SHOW LESS

 After graduating with an engineering degree and then an MBA from Ohio State, Paul started on the management development track at Ford Motor Company in Detroit. After five years, he departed to start a staffing company with a partner. They sold it to a publicly traded firm for $2.9million five years later.   

Along the way, Paul was Finalist for Ernst & Young's Michigan Entrepreneur of the Year two years straight. Paul later entered the real estate sector, where he completed 85 real estate investments and exits, appeared on an HGTV Special, rehabbed and managed dozens of rental properties, developed a waterfront subdivision, and started two successful online real estate marketing firms. 

Three successful developments, including assisting with development of a Hyatt hotel and a multifamily housing project, led him into the multifamily investment arena. Paul co-hosts a wealth-building podcast called How to Lose Money and is a contributor to Fox Business and BiggerPockets, producing live video and blog content on a weekly basis.  

Paul is the author of The Perfect Investment - Create Enduring Wealth from the Historic Shift to Multifamily Housing (2016) and has a forthcoming book on self-storage investing. Paul is also the Managing Director of two commercial real estate funds at Wellings Capital. .

  Robert D. Burr is truly one of a kind. When he speaks, people listen because they have never heard anyone quite like him. Born and raised in Louisiana Bob still has a bit of a drawl, but that doesn’t stop him from getting right to the heart of the matter, no matter what the subject might be. Over the past 40+ years Bob has generated hundreds of millions of dollars for Oil and Gas ventures. He is a master syndicator and deal strategist. 

 The recent crisis in the Oil Patch has been a huge opportunity for some like Mr. Burr who saw what was coming and moved to capitalize on it. Panex acquired the BR Dome fields outside of Houston, TX, where wells were shut-in by the pandemic. With just a few of their over 200 wells back online, they are now producing over 300 barrels of oil per day and paying 12% interest to  investing partners.You may wonder how Panex is paying 12% interest in times like these? ... and that is why you should have Bob on your roledex. 

If anyone in this audience needs to find an alternative investment that is over collateralized, and providing immediate cash flow, Panex has it, and Bob Burr can explain the benefits and the risks of it in plain English. 

 From the young age of 12 years old, Mark was an active addict, in and out of jail, rehabs, and spent periods of his life living on the street. It wasn’t until he was caught in an armed robbery at 24 years old, putting him in jail for four years that his life turned around, thanks to the discovery of a life changing book he read during his time served.  

Mark has an amazing story of breakthrough that he wants to share with the world to encourage those who are struggling that it gets better; how anyone can start at rock bottom and become successful. “You can if you think you can.”  

Today, at 55, Mark is a multi-millionaire, thriving in the Real Estate Investing industry, with over 100 rental units and coaches new investors to acquire and build their portfolios as well. Mark spends his free time at investor meetups and classes, Facebook Live and podcasting, sharing all that he can possibly think of, without holding anything back.
 

Episode 18: Water Conservation for your Habitational Assets

Passionate about water & energy conservation and the influence to improve our environment. ·        “Potty Princess” nickname caught traction ~3 years ago through her continued commitment of bringing awareness, education, & support across the country to multifamily property owners relative to the financial and environmental impact of old toilets on their properties. ·        In 2019 she saved multifamily property owners over $2 MILLION on their water/sewer bills coupled with reducing water consumption by just over 200 million gallons (that will fill 303 Olympic size swimming pools)  CONTACT INFO:  www.sasconserve.com  Kelly Stinson: 214-636-9550  KStinson@sasconserve.com  LinkedIn: #thepottyprincess Facebook: #thepottyprincess 

ANSELMO TORRES III, National Account Manager ·        Created a software program called LeakAware that helps multifamily properties monitor their water consumption & detect high consumption / leaks. ·        Walked over 300 properties across 30,000+ units performing audits & collecting data. ·        Passionate about water conservation and sustainability and saving our most precious resource one leak at a time.  Anselmo Torres: 214-914-1139  ATorres@sasconserve.com  LinkedIn: Anselmo Torres III

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 Josh Plave is the founder of Wall to Main and a full-time multifamily investor. Investing with his family, they hold a portfolio of over 700 units across three markets.  ​

Josh's experience in retirement accounts began at 16, when he opened his first Roth IRA and began trading equities.  Since then, after the unfortunate passing of his grandfather and mother, he was left with multiple Inherited IRAs. Through careful research and structuring, Josh has been able to further the legacy of prior generations and accelerate the growth of his family's capital.  

This experience led to the creation of Wall to Main, where the lessons learned and opportunities found are meant to be shared, free of cost, for those who seek to preserve and grow their wealth for a prosperous future. 

 Brandi Shotwell is a Principal at Reno Capital Management in Dallas, Texas concentrating on debt and equity. With over 20 years’ experience in finance and real estate, Brandi has had leadership involvement in over $1 billion in real estate projects ranging from commercial acquisitions to commercial development.  She has organized funding acquisitions and development opportunities for multifamily investors, high net worth individuals, municipal growth areas, and manufacturing clients.   

Prior to joining RCM, Brandi was Vice President at Edge Capital Markets in Dallas, Texas.  Preceding Edge, she was Vice President of Coronado Bay Capital where she was a top producing originator of the company.  Previously, she was a founding partner of Global Mortgage USA. Brandi attended Purdue University Northwest where she studied business and marketing. 

 Jeffrey, Kenneth, And Kerwin Donis built a portfolio of cash-flowing rentals and a six figure business as single family real estate investors. ​ Donis Investment Group purchases and operates apartments. Through syndications, they provide investors great returns, mitigated risk, and passive income. As passive investors, their clients receive the benefits of multifamily real estate without the hassle of operating the asset.  ​ The Donis Brothers are passionate about helping others reach their financial goals through real estate investing.  ​ You can check out Their podcast–The Real Estate Monopoly Podcast with the Donis Brothers., where they interview professionals who are dominating the real estate industry. 

 Sometimes to go big you have to start small.  Julie grew up in a residential real estate family in California's Central Valley but three decades later moved to Denver, Colorado where she began her family. Throughout her adulthood Julie served as a public school educator while dipping into real estate.   When her family moved to a small rural town in Far North Idaho she found the path to breathe life into her big dreams through investing in multifamily real estate. Julie leverages her real estate experience that began at 24 of overseeing full house remodels and managing tenants from states away.    Now, her passion is paired with an ability to serve allowing her to help investors diversify their investment portfolios with real estate holdings. Additionally, she continuously offers growth opportunities to listeners through her thriving podcast Ask Me How I Know: Multifamily that releases one mindset episode and one conversation with industry experts each week.   From suburb and city to a the quiet of small town living Julie marries the experiences for your benefit!

 Hunter Thompson is the founder of Asym Capital, a private equity firm which helps accredited investors invest in vetted commercial real estate opportunities. He is also the author of the international bestselling book, Raising Capital for Real Estate.  He has personally raised about $30,000,000 of private equity from more than 300 investors all over the United States.  He has been featured on Forbes, Inside Self-Storage, Globe St., Cashflow Ninja, Best Real Estate Investing Advice Ever, Lifetime Cashflow Through Real Estate, Real Wealth Network and 50+ other real estate and business podcasts.  He is also the host of the Cash Flow Connections Real Estate Podcast where he has interviewed Grant Cardon, Jim Rogers, Tom Woods, Oren Klaff, Cameron Herold, Robert M. Murphy, Doug Casey, and a variety of other leading entrepreneurs, economists, real estate operators, and investors. 

 Originally from Chicago, Darren has lived in Japan for the last 30 years and has extensive sales and marketing experience in the APAC region. He is currently the Area Director for North Asia for Zscaler and prior held senior roles in Oracle NetSuite, Verizon, and Vodafone KK. Darren is currently Co-Chair of the Information, Communications and Technology Committee and Vice Chair of the Digital Transformation Committee at the American Chamber of Commerce in Japan.   The book is a powerful distillation of Darren McKellin’s journey to mindful leadership, which began 30 years ago when he moved to Japan and had to learn to navigate one of the world’s most challenging and opaque cultures, where team harmony and patience are strong virtues.  Darren was the co-founder of the Mindfulness Project at Oracle Japan, an organization of 2,000 employees, in 2017.  Oracle Japan had more than 2,000 employees and, as a result, there was a full-time doctor on staff. That company doctor noticed that many employees were suffering from work-related stress, resulting in headaches, stomach pain, and other ailments. He would recommend aspirin and other medication, but more and more employees were asking for a remedy without taking any pills. The doctor contacted the HR department, which in turn decided to create a program based on Google’s “Search inside Yourself ” course.    The team set up a 5 week course including Meditation, Body Scan Meditation, Mindful Listening, Mindful Eating, Walking Meditation, Journaling and Reflection.  The team interviewed the attendees and collected data and had a sizable improvement in Concentration, Productivity, Confidence, Energy & Relaxation. Because of his role in creating this course, he's led many employees down the route of mindful sales, and now has written Mind Over Sales so that anyone and everyone can become mindful in their careers at any time or place.  

 Mike Alfant, Group Chairman and CEO at Fusion Systems and Chairman and CEO at Binfinity AG delves into his experiences leading in Japan. Mr. Alfant previously held the position of President for The American Chamber of Commerce in Japan and recently finished his term as the President of the Tokyo American Club. In addition to this, he is also on the Board of Newport, Pasona Tquila and Healios KK, and has also advised at Stanford University and lectured at Keio Business School, Kyoto University and Temple University.   Mr. Alfant’s wide range of experiences clearly shows that he is true leader in the fintech industry of Japan. Mr. Alfant originally grew up in Brooklyn, New York and worked on Wall Street for roughly 10 years in the technical side of investment banking with his Computer Science background. Mr. Alfant became fascinated with Japan after a business trip, prompting him to move to Tokyo to start his first company, Fusion Systems.  Mr. Alfant explains the difference in work culture and leadership style between the US and Japan, in which he describes the former to be achievement oriented, and the latter to be process oriented. He explains, “what I needed to do [in New York] was clearly articulate a goal and essentially get out of the way. What I found in Japan was that I really needed to flush out the process and the process would then enforce itself based on the characteristics of the employees and the culture here.” Mr. Alfant additionally points out that Japan-based leaders need to have a long-term mindset like a marathon-runner to achieve definite results.  In order to increase employee engagement and motivation, Mr. Alfant tries to avoid interjecting and let others take initiative. He also makes many of his employees shareholders of the company so that they feel more ownership within the company. In order to build trust with his employees, Mr. Alfant talks about being consistent with his behaviour, and understanding how people pay attention to action rather than just words. He also adds leading a healthy lifestyle with meditation, exercise, and eating well has helped him achieve this. 

 Scott is a Chicago native whose career in architecture began in 1991 by pursuing his Masters of Architecture from the Illinois Institute of Technology. While obtaining his degree, he also worked as a Project Manager for Optima, Inc. During his time at Optima, Krone’s responsibilities included notable projects such as the 400-unit Cormandel in Deerfield, IL, the 40-unit HedgeRow in Winnetka, IL, and the 51-unit Optima Center Wilmette in Wilmette, IL.  

In 2012, Krone founded Coda Management Group – a firm who specializes in managing real estate assets. Since its inception, Coda manages a wide range of real estate including single and multi-family homes, retail, commercial warehouse and selfstorage and multi-use flex athletic spaces. Currently, the platform of investments is in excess of $55 million. Krone has authored High Performance Homes – Navigating the Green Road to Your Dream Home, a book for homeowner’s seeking to incorporate green technology into their home.  

Most recently, Scott also founded a revolutionary storage business The One Stop Self Storage. It’s committed to make its members’ time of transition rewarding and strives to remove challenges and hurdles commonly found in the industry. The One Stop brand is built upon the premise of providing the best in storage solutions contained in sustainable, renewable construction and it’s located in WI, OH, KY and ME (Milwaukee, Toledo, Dayton, Ellsworth, and soon to Louisville and Chicago).  Krone resides in Wilmette, IL, with his wife and three children. 

Jerome Myers is the preeminent authority of dream realization. A believer that dreams can, and should be real, Jerome left corporate America when he realized that his role offered financial gain, but little significance. He is the founder and head coach of Myers Methods and has been featured in Black Enterprise, Business Insider and numerous podcasts.    

After building a highly profitable division of a fortune 550 company, Jerome decided to leave the rat race to get away from what seemed to be the endless slew of layoffs.  He has developed a system for exiting corporate America and creating a life of impact.  Today, he and his company help other apex performers find their calling and live every day on purpose by harnessing the power of his model for a Centered Life, what he calls “the Red Pill”. Jerome and his firms can guide any individual from a monotonous uninspiring existence to a life of fulfillment and impact.

Rod Khleif is an entrepreneur, real estate investor, multiple business owner, author, mentor, and community philanthropist who is passionate about business, life, success, and giving back. As one of the country’s top real estate trainers, Rod has personally owned and managed over 2,000 properties.  

Rod is Host of the Top-Ranked iTunes Real Estate Podcast which has been downloaded more than 8,000,000 times – “The Lifetime Cash Flow Through Real Estate Investing Podcast.” Rod is the author of “How to Create Lifetime Cash Flow Through Multifamily Properties” considered to be an essential “textbook” for aspiring multifamily investors.  

As an accomplished entrepreneur, Rod has built several successful multi-million dollar businesses. As a community philanthropist, Rod founded and directs The Tiny Hands Foundation, which has benefited more than 75,000 community children and families in need. Rod has combined his passion for real estate investing and business development coaching with his personal philosophy of goal setting, envisioning, and manifesting success to become one of America’s top real estate investment and business development trainers.  

Shownotes:  

● Lessons after losing $50 million in 2008 

● Visualize your goal, believe it, and make a plan to get there 

● Why should you fear regret more than you fear failure and humiliation? 

● Happiness comes from progress and growth 

● The Lifetime Cash Flow Through Real Estate Investing Podcast ● realestatewithrod.com

Kenneth is the founder and managing partner of KRI Partners and the KRI group of companies. He has more than 24 years of significant real estate, banking, private equity transaction, and principal investing experience. Throughout his career, he has been involved in transactions valued at more than $2.0 billion, much of which has included the acquisition, management, and financing of various multi-family real estate projects.  

Before forming KRI Partners, Kenneth was a tax manager with Deloitte & Touche LLP. Some of his major clients included The Riverside Company, Key Equity Capital Partners, Blue Point Capital, Linsalata Capital Partners, The Zaremba Group, Charter One Bank, and Applied Industrial Technologies, Inc.  

Before his career at Deloitte & Touche, he spent several years at National City Bank (now part of PNC Bank). He also owned and operated several certified Cessna Pilot Centers in the Northeast Ohio area.  

Kenneth is a licensed Ohio Certified Public Accountant, a member of multiple apartment associations, and Ohio Society of Certified Public Accountants and American Institute of Certified Public Accountants.

Kison Patel is the Founder and CEO of M&A Science, with a passion to drive the M&A industry forward. He was an M&A advisor for ten years in which he sold larger companies such as commercial banks and hotel chains. In 2012, he noticed teams lacked efficient technology to manage deals and created DealRoom, an M&A lifecycle management platform. In 2016, he started the M&A Science podcast devoting his time to creating a platform where all the best practitioners could share their best practices and lessons learned from real-life deals. Kison then created The M&A Science Academy in 2020 to offer step-by-step training to those looking to master M&A featuring courses created by top-level practitioners. Through developing technology, educational content, and industry training, Kison aims to bring better practices to an industry with growing market pressures, transaction values, and competition.  

In this Episode we discussed:  

How is M&A changing? 

What are common mistakes made in M&A? 

How can a seller of a business maximize value? 

What can be done to make M&A successful on the buy-side? What are best practices in M&A  

Tune in now!

Hill is a passionate and dynamic business and civic leader. As President and CEO of Oak Lawn Marketing, Inc. from 2006 until 2017, the company grew from ¥15 billion to ¥68 billion in sales. Hill and his management team created a powerful corporate culture based on the vision of “enriching lifestyle’s worldwide.” In 2009 he orchestrated one of the largest M&A transactions of the year, when NTT Docomo took a 51% share in OLM.   

In September of 2017, Hill stepped down from the day-to-day operations but remains active as an outside director. In addition to Better-U and Oak Lawn Marketing, Hill has founded, managed or been on the board of numerous companies in a variety of industries such promoting international exchange and education, sports and entertainment management, real estate and relocation services, master planned community development including the development of two golf courses, and a SAAS company that analyzes GPS data to understand human behavior.  

In both business and civic activities, the themes of self-reliance, empowerment, education and an optimistic vision for the future drive Hill. In Japanese, his two of his favorite words are the homonym Souzou (想像/創造). The first characters mean imagine and the second characters mean to build. Hill’s management and leadership philosophy encompasses both meanings, imagining unrealized potential that is tempered with a concrete blueprint to achieve. The two words must co-exist for sustained success.  

Hill and his wife of 36 years, Yumiko, have 5 children and one grandchild. He is a 5th degree black belt in Shojinji Kempo and currently coaches kickboxing at the UFC Gyms in Japan. He has acted in several productions of Shakespeare with the Nameless Theatre group in Nagoya.

Dan Kryzanowski is an active capital raiser, equity owner, and passive investor, generating doubledigit yields and lower taxes via commercial real estate. Dan’s investment portfolio includes 2,600+ storage units, 1,500+ multifamily doors, and dozens of industrial, infrastructure, and residential properties. Dan has personally raised millions of dollars from accredited investors and family offices, and empowered his partners to raise seven-figures on multiple occasions.  

In this episode, we discuss:  

How his career progressed from Wall Street to you ending up in the SelfDirected space?  

How do accredited investors invest their IRAs, once they have the freedom to invest in anything they want?   

What did you learn from speaking to over 500 sponsors/syndicators in 18 months?  

Niche commercial real estate (Land, Industrial, Self-Storage)

Erik Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joining Cost Segregation Authority, Erik was an Operations Manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining Cost Segregation Authority, Erik has been speaking at local, regional, and national events. He brings with him a passion for identifying cost savings and educating commercial real estate owners on the benefits of cost segregation.  

In this episode we covered:  

Tax Implications for Real Estate Investors   

Cost Segregation and the Impacts of Tax Reform  

179D Energy Credits  

45L Energy Credits

What’s in a name? Well, in Aryeh Sheinbein’s case, it’s a perfect metaphor for  his track record as a wealth architect; his given name derives from the Hebrew  word אריה) aryé), meaning “lion.” He is every bit a lion for those he works with:  passionate, courageous, protective, and willing to fight for the valuable assets  his clients entrust him with.   Aryeh’s bread and butter is helping successful business owners and  entrepreneurs invest their money intelligently, allowing their wealth to  accumulate so they can stay focused on what truly matters—their business and  mission. He’s spent his entire career sharpening his operational experience  with investments and valuing businesses, having worked with top private  equity, venture capital, hedge funds, investment managers, and banks, as well  as a wealth of success in the eCommerce and Amazon selling spaces. Aryeh is  particularly skilled in managing large, complex projects and teams—a credit to  his excellent executive leadership skills rooted in finance, business strategy,  marketing, and operations.   When he’s not sculpting the financial futures of his clients, Aryeh loves  coaching his kids' sports teams, donating his time to various non-profit  organizations, and enjoying quality time with his four wonderful kids and  amazing wife. He also hosts the iTunes Top 100-ranked Inside the Lions Den  podcast, a show that explores the leadership skills, financial acumen, and  operational improvements required for sustained entrepreneurial and  financial success.  Topics covered:  Achieving Liquidity Events From a Business (Without Selling It)  How can I make the most of my money if I can’t allocate loads of time  towards it?   What does it mean to be “product-agnostic”?   How can I grow my wealth without losing focus on the reasons I’m in  business in the first place?   Does contributing to a 401(k) still make sense for most employees in today’s day and age?   What tips do you have for people who simply don’t know what to do with  their money?  Subscribe for more videos just like this: https://www.youtube.com/channel/UCDw3...

Benjamin Pitzer is a tax manager of exceptional quality. He specializes in tax consulting and compliance for mid-sized businesses, and the individuals who own them. If you're looking for tax strategies to mitigate gains from stocks, crypto, real estate, and/or your business, Ben is someone you should be consulting with.  Prior to working with HKG, Benjamin was the managing partner of Kassan Pitzer LLP. Anyone who works with Ben, knows that he is passionate about taxes, and providing his clients with a high-quality experience. With all the goings on in the world, from oil prices to the freedom convoy, it's difficult to stay focused. Watching CNBC just won't get it either.  Ben has been able to save his clients millions in taxes annually, by enabling them to realize opportunities that they wouldn't have otherwise, thus leaving less money on the table!   Benjamin is also known for his sharp wit, and culinary prowess. Tune in for this eye-opening episode!

Harry is a Pulmonary & Critical Care Medicine Physician, real estate investor, entrepreneur, co-founder and manager of Nima Equity LLC, a commercial real estate syndication company where he helps physicians to earn passive income, lower taxes and achieve financial freedom. Harry has experience in rental properties and currently owns and manages 9 properties across the DFW metropolitan area. Harry is General Partner in over 784 units in 4 different States.  Harry met his wife Mitsi in Medical School in Peru and they finished their training in Pennsylvania and Virginia. Harry currently works at a tertiary medical center in Dallas, TX.  Harry and Mitsi love the outdoors. They have 2 boys, who love playing basketball and soccer. They love to vacation and travel to Cancun and Florida where they enjoy time at the beach, Disney or Legoland. Harry is also an avid runner.

Chad has been an industrial real estate broker since 2005. Over the past 16+ years, he's completed over 500 transactions with clients ranging from local companies to large institutional owners. He's proud to be a perennial top producer and a partner with his firm.  In addition to earning SIOR and CCIM designations, he's earned a Diploma in Urban Land Economics from UBC and an MBA from Thompson Rivers University. He's given numerous interviews locally and nationally regarding the commercial real estate market and has had articles published in Forbes, Western Investor, and Real Estate Magazine.  Chad recently started a YouTube channel about industrial real estate where he shares his knowledge and passion for the industry.

Veena Jetti (VEE-nuh JEH-tee) is the founding partner of Vive (rhymes with "five") Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices combined with cutting edge technologies. Her professional expertise includes driving corporate strategy and business development opportunities.  After graduating from the University of Illinois at Chicago with a degree in Finance at 20 years old, she pursued her passion for real estate. Veena has over a decade of real estate experience and over $1B+ in real estate assets over her career in both the startup world as well as the corporate world. Because of her diverse background, she is often a panelist and speaker for various podcasts, global conferences, and radio shows.  Topics discussed in this episode:  • What is your current investment criteria? • What are the current underwriting trends you’re seeing? • What advice would you give to high income earners looking to invest in real estate? • What should a new investor ask a deal sponsor?  Subscribe for more videos just like this: https://www.youtube.com/channel/UCDw3.

Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.  Mark is a CERTIFIED FINANCIAL PLANNER™, a two-time #1 Best Selling Author and the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus.   As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you won’t outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement

 Lowell Sheppard is an author, speaker, a social entrepreneur, a fellow of the Royal Geographic Society, husband, father, a long-distance cyclist, and wanna-be Sailor.  Lowell has spent his entire adult life working with established Non-Government Organizations (also known as non-profit societies) and in several NGO start-ups. As Founder of HOPE International Development Agency Japan and Asia Pacific twenty years ago, Lowell has seen the growth of HOPE to be in the top 2 % of charitable organizations in Japan with the coveted “nintai” certified tax-deductible status.  Lowell has served for the last twenty years as an informal advisor to companies and boards in the area of ethical decision making and thought leadership with a focus on community legacy.  He has dedicated much of his life to social and environmental improvement projects.   Today, Lowell is often asked to speak on Ethics and Philosophy, Social Enterprise, CSR, Sustainability, and subjects related to his various books.  He has a proven track record of creating and growing communities around a cause. 

 For over 35 years, Tim Redmond has been growing highly successful businesses including his work at PriceWaterhouseCoopers, growing a software company from 2 to 400 employees then selling it to Intuit, Inc., and helping thousands of business owners gain time and financial freedom.   Tim is also an author and speaker throughout the world whose leadership maxims have been featured in John Maxwell’s 21 Irrefutable Laws of Leadership. 

Tim also runs a non-profit, Redmond Leadership Institute, that trains pastors, business leaders, and government officials in developing countries. Tim works with all kinds of business owners with a variety of beliefs. For those who request it, he provides a Biblical framework around every Growth Principle he implements.  

Tim is madly in love with his hot wife Sandy and his 4 above average children. He is a wicked harmonica player. Tim also loves reading, playing tennis and chasing his wife around beautiful resorts 

 With a background in corporate finance and 25 years of real estate and investment experience, Tom brings extensive experience to Belrose Asset Management. Taking the company from start-up to world-class organization, 

Tom has specialized in discounted asset opportunities nationwide since 2006. His financial savvy, open communicative manner and integrity have seen him help alternative investors achieve their wealth-building goals.  ​As a dedicated mentor to investors and entrepreneurs, 

Tom has also taught classes on real estate and mortgage note investment at the CAMA Academy along with Belrose Asset Management co-founder Joe Downs.  ​A graduate of the University of Delaware, Tom earned his MBA at the College of William and Mary. 

 Isaac Bennett is the founder of YouAre: APeople Brand - a brand-holding company with four agencies underneath it with their owndirector. Each agency has a unique focus point:  

He previously served as Vice President of Salesforce Morton Industries. He has an extensive background in international Real Estate, equity, and alternative asset investments. He has traveled to over 50 countries, having done business in over 100. He loves baseball, music, and spending time with his wife, Blake.  

Today we discussed:  

Alternative investment and real estate strategies 

Syndication 

Sales 

Macro economics 

 As a successful Vice President with 47+ years in the attractions and entertainment industry, K Trevor spent the past 20 years working for iFLY Indoor Skydiving, which grew from 1 location to 80 worldwide. 

As an accredited investor, LP in 18 (15 active) – GP 1 syndicated deals and over the past few years, he has become deeply passionate about learning about Real Estate Investing.   Being an avid learner, continually connecting with as many like‐minded people and loving being on various podcasts or panelist for events,

 Trevor is actively looking for multifamily properties as GP/Asset Manager/Boots on Ground in TX.  In this episode, we talk about his methods for building his growing portfolio, and the mindset necessary to avoid the mistakes and pitfalls in the industry. 

 RJ Burr, 46, is a third generation producer of American oil. Born into the industry, Mr. Burr was on his first location before he could walk and has been fascinated by the production of oil his entire life. Within 3 months of  graduating high school, Mr. Burr funded his first partnership and never looked back. RJ is the Sr. VP Corporate Operations at Panex. With a main focus on the Gulf Coast, Mr. Burr’s companies have raised and deployed over $300 million in upstream development and have partnered with some of  the largest oil and gas companies, namely Shell, BP, and Marathon, to develop several million barrels in reserves.  

Some facts revealed about the oil industry in this episode: 

83% of all American Oil is produced by roughly 9000 Independent Producers  

The Average Independent Producer has 12 employees or less  

Thousands of Products are created from One Barrel of Oil ​ 

Panex has raised over 300 million in Direct Participation Programs in the Oil and Gas industry 

Stay tuned for the next episode