In this podcast episode, Richard Wilson shares his entrepreneurial journey, emphasizing the importance of creating one's own luck through hard work and cold calling. He discusses the significance of family offices in wealth management and the value of building genuine relationships by adding value first. Richard also highlights the role of social media in growing his business and the importance of maintaining a strong family dynamic while pursuing entrepreneurial goals. He concludes with insights on the necessity of grit and focus in today's fast-paced world.

Takeaways:

• Creating your own luck is essential for success.
• Cold calling can lead to unexpected opportunities.
• Adding value first builds trust in relationships.
• Family offices are a unique niche in wealth management.
• Grit and focus are crucial in today's society.
• Social media can amplify your reach and influence.
• Daily mindset practices can enhance productivity.
• Investing in family values is key to raising successful children.
• Being present as a parent requires intentionality.
• The support of a spouse is invaluable in entrepreneurship.

Chapters

00:00 Introduction to Richard Wilson and His Journey

05:59 Creating Your Own Luck: The Power of Cold Calling

12:16 Understanding Family Offices and Adding Value First

20:26 The Thrill of Capital Raising and Building Relationships

23:17 Niche Focus: The Family Office Space and Future Goals

29:41 The Power of Authenticity in Thought Leadership

32:15 Documenting Your Journey: The Key to Success

36:41 Daily Frameworks for Achieving Goals

38:46 Family Values: A Cheat Sheet for Life

42:47 Defending Family Values in a Changing World

45:30 Being Present: Balancing Work and Family Life

50:07 The Role of a Supportive Partner in Entrepreneurship

Leti and Kenji share their inspiring journey from being physicians to successful real estate investors. They discuss the challenges they faced, the importance of mindset, and how they built a community to help others achieve financial freedom through real estate. Their story emphasizes the significance of education, mentorship, and the power of niching down in business. They also touch on balancing family life with their entrepreneurial pursuits and the legacy they hope to leave for their children.

Key Takeaways:

• Leite and Kenji started investing in real estate to achieve financial freedom.
• They faced challenges in their early investment journey but remained committed to their goals.
• Mindset and purpose are crucial for overcoming obstacles in real estate investing.
• Education and mentorship played a significant role in their success.
• They emphasize the importance of niching down in business to serve a specific audience.
• Balancing family life with work and personal growth is essential for their happiness.
• They believe in the power of community and helping others achieve their goals.
• Investing in oneself is the best investment one can make.
• They encourage others to take massive action towards their goals.
• Their ultimate goal is to help others live lives they love.

Chapters:

00:00 Introduction to Leite and Kenji's Journey

02:52 The Decision to Invest in Real Estate

05:37 Overcoming Challenges and Mindset Shifts

08:22 The Importance of Purpose and Goals

11:32 Real Estate vs. Other Investment Options

14:18 Building Wealth Through Real Estate

17:25 Navigating the Real Estate Market

20:00 Education and Mentorship in Real Estate

22:47 Final Thoughts and Advice for Aspiring Investors

28:48 Investing in Personal Growth

33:07 Balancing Life and Learning

37:13 Taking Massive Action

42:00 Building a Business from Scratch

47:12 The Power of Niching Down

48:41 Embracing Fear and New Challenges

53:55 Legacy and Contribution

In this engaging conversation, Rory shares her inspiring journey from being a teacher to becoming the Director of Asset Management at Wind River Group. She discusses the challenges of balancing family life with career ambitions, the importance of continuous learning, and the value of building strong relationships in business. Rory emphasizes the significance of extreme ownership in asset management and her plans to launch a podcast aimed at providing leadership insights in the property management industry. Her advice for those looking to transition in their careers is rooted in gratitude, curiosity, and preparation.

Takeaways:

• Rory's journey from teacher to Director of Asset Management is inspiring.
• Balancing family and career requires prioritization and flexibility.
• Teaching provided valuable lessons in leadership and understanding diverse needs.
• Curiosity and a willingness to learn are key to career growth.
• Building strong relationships is essential in business and property management.
• Extreme ownership is crucial for effective asset management.
• Investors should ask about property management vetting processes.
• Gratitude for current circumstances can lead to personal growth.
• Opportunities arise when preparation meets effort and faith.
• Rory plans to launch a podcast to share leadership insights in property management.

Chapters

00:00 Introduction and Background

04:22 Journey into Business and Teaching

10:14 Balancing Family and Career

13:56 Faith and Personal Revelation

20:48 Transitioning Back to Business

26:06 Curiosity and Continuous Learning

26:58 Curiosity and Work Ethic: The Keys to Success

28:32 Understanding the Role of Chief of Staff

29:37 Navigating Corporate Acquisitions: A Unique Experience

32:34 Transitioning Roles: From Chief of Staff to VP of Strategy

36:57 The Growth Journey at Wind River Group

38:35 The Importance of Asset Management

41:57 Building Relationships with Property Managers

48:32 Investor Insights: What to Look for in Property Management

52:12 Future Aspirations: Launching a Podcast for Property Management

56:02 Advice for Career Transitions and Personal Growth

In this conversation, Kyle Stephenson shares his journey from being a full-time orthopedic surgeon to becoming a successful real estate investor. He discusses the challenges he faced, the lessons learned, and the importance of education and networking in the real estate space. Kyle emphasizes the significance of building trust with operators, the role of teamwork, and the need for a solid financial education, especially for physicians. He also talks about his initiative, the Doctors Investor Club, aimed at empowering doctors with financial knowledge and opportunities in real estate investing.

Takeaways:

• Kyle transitioned from being a surgeon to a real estate investor.
• He emphasizes the importance of financial education for physicians.
• Building trust with operators is crucial in real estate investing.
• Kyle's journey includes both passive and active investing strategies.
• He learned valuable lessons from his early real estate investments.
• Networking with like-minded individuals has been key to his success.
• Kyle advocates for reading as a primary source of knowledge.
• He stresses the importance of time management as a busy professional.
• The Doctors Investor Club aims to educate and empower physicians.
• Kyle believes in the power of teamwork in real estate ventures.

Chapters:

Chapters

00:00 Kyle's Journey from Surgeon to Real Estate Investor

02:45 Lessons Learned in Real Estate Investing

05:52 Building Trust with Operators

08:24 Navigating the Real Estate Market

11:06 Transitioning to General Partner

13:59 Scaling Up: From Single Family to Multifamily

16:39 Current Projects and Future Plans

26:47 Understanding TIF and Its Impact on Development

28:02 The Importance of Teamwork in Real Estate

28:59 Mastering Time Management as a Busy Professional

30:39 The Birth of the Doctors Investor Club

31:09 Transitioning from Podcasting to Community Building

34:40 Empowering Physicians Through Financial Education

37:32 Advice for Aspiring Real Estate Investors

39:30 Finding Balance Between Work and Family

41:59 Strategies for Effective Reading and Learning

In this conversation, Mike Woodfield shares his journey from a family office to becoming a successful real estate entrepreneur. He discusses the lessons learned from managing a failing business, the transition to real estate asset management, and the importance of communication with investors. Mike emphasizes the need for a solid framework when changing careers and the differences between asset management and property management. He also shares insights on navigating market changes, maintaining team motivation, and differentiating his company in a competitive landscape. The conversation concludes with Mike reflecting on his personal life and future aspirations.

In this engaging conversation, Brian Green interviews brothers Marcus and Ryan Smoot, who own and operate Watchman Properties and Man Cave Storage. A Top 100 storage facility owner in the US. They share their journey into the industry, starting during the Great Recession, and discuss the challenges and opportunities they faced. The Smoots emphasize the importance of partnership, shared values, and customer service in their business model. They also touch on the significance of continuous learning and the foundational role of faith and family in their lives and work.

00:00 Introduction to the Journey

00:56 Early Experiences in Storage Management

06:34 Navigating the Great Recession

09:42 Building Confidence and Taking Risks

12:18 Raising Capital and Building Trust

20:42 Overcoming Burnout and Challenges

22:45 Maintaining Focus Amid Opportunities

26:01 The Grind: Hard Work and Travel in Business

28:07 Building Strong Partnerships: Family and Business

30:21 Shared Values: The Foundation of Success

33:38 Training and Motivating Teams for Success

36:5 Leadership Lessons from Experience

42:34 Faith and Family: The Core of Motivation

46:24 Connecting with the Community and Future Goals

In this episode, Brian Green and Henry Metcalf interview David Decker, a seasoned professional in the self-storage industry. David shares his journey from being mentored early in his career to becoming a successful leader and angel investor. He emphasizes the importance of humility, curiosity, and hard work, and discusses how he instills these values in his children. David also reflects on the lessons learned from his career, the significance of cultural exposure through family moves, and the impact of investing in people and ideas. He concludes with thoughts on legacy and the importance of making a positive impact on others.

Takeaways

• David's journey highlights the importance of mentorship in career development.
• Humility and curiosity are essential traits for success.
• Investing in people and ideas can lead to mutual benefits.
• Cultural exposure through family moves can shape perspectives.
• Learning from all levels of employees is crucial for growth.
• Instilling a strong work ethic in children is a priority for David.
• Taking risks and being open to new experiences is vital for personal growth.
• The importance of accountability in business and investments.
• Trusting oneself and being vocal about aspirations can attract opportunities.
• Legacy is about the impact one has on others and the community.

Chapters

00:00 Introduction to David Decker

01:03 The Importance of Mentorship

04:19 Lessons from Early Career Experiences

05:55 Journey into Self-Storage Industry

09:08 Values that Drive Career Success

13:25 Instilling Work Ethic in Children

16:21 Navigating Family Moves and Cultural Exposure

19:36 Learning from All Levels of Employees

22:49 Insights on Angel Investing

26:30 Evaluating Business Ideas and People

29:01 The Importance of Accountability

31:38 Advice to Young Entrepreneurs

34:44 Legacy and Impact on Others

Josh Green, a seasoned real estate professional with nearly 20 years of experience. Josh shares his journey from property management to multifamily appraisal and consulting, and ultimately to real estate development. He discusses the importance of education, mentorship, and gaining practical experience in the industry. Josh expresses his passion for townhomes and multifamily properties, highlighting their demand and the flexibility they offer in development. The conversation also touches on the role of family in balancing work and personal life, the significance of networking, and the value of helping others in the real estate community.

Chapters

00:00 Introduction and Background

05:06 Navigating Real Estate Education

09:50 The Multifamily Market and Townhome Development

15:00 Market Analysis and Research Insights

19:55 The Importance of Patience and Career Evolution

29:23 Reevaluating Career Fulfillment

30:45 Reflecting on Achievements and Growth

31:59 Building Community Through Events

35:19 Balancing Family and Professional Life

43:17 The Importance of Mentorship

47:44 Differentiating in the Real Estate Market