American Dream Builder & Investor

EP 45: The Art of Capital Preservation with Jeremy Roll

It's more important than ever to make informed investment decisions. That's why we are excited to invite you to a special webinar and live episode for the American Dream Builder & Investor podcast which is focused on capital preservation and conservative investment strategies. I will co-host with my partner Grace Wang, and we'll have Jeremy Roll to discuss with us his knowledge and experience in navigating the investment landscape. As a seasoned investor, Jeremy has successfully identified exceptional sponsors, asset classes, and more, using a meticulous due diligence process. Main topics * Jeremy’s investment strategies * Real estate market cycle * Adapting with the trends About Jeremy Roll: He started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Contacting Jeremy Roll: * Email: ⁠jroll@rollinvestments.com⁠ [jroll@rollinvestments.com] Resources: * Free eBooks about real estate syndication: ⁠https://lifemissioncapital.com/ebooks⁠ [https://lifemissioncapital.com/ebooks] * Free ebook "Passively Invest in Apartments with no tenants or toilets": https://lifemissioncapital.com/ebooks * Become a real estate passive investor: ⁠https://lifemissioncapital.com/investor-club⁠ [https://lifemissioncapital.com/investor-club] * Sign up to our newsletter to get notified about the latest news and updates about the real estate industry and exclusive investment opportunities!: ⁠https://lifemissioncapital.com/contact-us⁠ [https://lifemissioncapital.com/contact-us] Connect with us! LinkedIn: ⁠Micy Liu⁠ [https://www.linkedin.com/in/micyliu/] Instagram: ⁠investwithamission⁠ [https://www.instagram.com/investwithamission/] Facebook: ⁠Life Mission Capital⁠ [https://www.facebook.com/lifemissioncapital] Email: micy@lifemissioncapital.com ⁠Book a call⁠ [https://lifemissioncapital.com/contact-us] with Micy! If you find this video helpful, please leave a review and stay tuned for more content on real estate investing and passive income strategies and stories from American Dream Builder & Investor Podcast. If you have any questions or comments, please send them to Micy with the credentials above.

EP 44: Immigrant Mentality as Entrepreneur and Investor with Omar Kasim

Running businesses while also being a real estate investor? Not a problem! Omar Kasim is a successful entrepreneur and real estate investor. After successfully establishing restaurants, he’s seen real estate investment as one of the most effective way towards freedom and found a partner with the same values that made him successfully invested in real estate and he is not stopping! Find out how he did it! Main topics * Omar’s beginnings * His entrepreneurial and real estate investor journey * His learnings and experience along the way About Omar Kasim: Omar Kasim, a serial entrepreneur in northwest Arkansas who has founded several companies including Con Quesos and Plomo Quesadillas. He is also a real estate investor and was recently inducted into the 2021 Fast 15 list by the Arkansas Business Journal. In addition to running his own businesses, Omar regularly speaks to schools and corporate teams on motivation and entrepreneurship. He is a lecturer at the University of Arkansas Sam M. Walton College of Business. Contacting Omar Kasim: * Email: omar@kasimventures.com [omar@kasimventures.com] * Instagram: https://www.instagram.com/misterkasim/ * Website: https://www.misterkasim.com/ Resources: * Free eBooks about real estate syndication: https://lifemissioncapital.com/ebooks [https://lifemissioncapital.com/ebooks] * Free ebook "Passively Invest in Apartments with no tenants or toilets": https://lifemissioncapital.com/ebooks * Become a real estate passive investor: https://lifemissioncapital.com/investor-club [https://lifemissioncapital.com/investor-club] * Sign up to our newsletter to get notified about the latest news and updates about the real estate industry and exclusive investment opportunities!: https://lifemissioncapital.com/contact-us [https://lifemissioncapital.com/contact-us] Connect with us! LinkedIn: Micy Liu [https://www.linkedin.com/in/micyliu/] Instagram: investwithamission [https://www.instagram.com/investwithamission/] Facebook: Life Mission Capital [https://www.facebook.com/lifemissioncapital] Email: micy@lifemissioncapital.com Book a call [https://lifemissioncapital.com/contact-us] with Micy! If you find this video helpful, please leave a review and stay tuned for more content on real estate investing and passive income strategies and stories from American Dream Builder & Investor Podcast. If you have any questions or comments, please send them to Micy with the credentials above.

EP 43: Correct Usage of Retirement Funds for Investments with Bernard Reisz

Heard about how to use retirement funds to invest in real estate but don't know how? Don't know how to correctly structure it? You're not alone! Bernard told us how to invest our retirement funds properly and achieve your financial goals that will help you avoid common mistakes and make the most out of your retirement funds. Main topics * Bernard’s introduction * The different types of retirement funds and what they are for. * How to actually use retirement funds to invest About Bernard Reisz: Bernard Reisz CPA - Real Estate Title and Tax Tools, CPA founded ReSure to deliver real estate tax and financial tools based on professional expertise, going beyond execution of real estate tax tools to include expert and unbiased investor education. Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies. As a guest on numerous financial, tax, real estate, and legal forums Bernard delivers straight-talk and unique insight for real estate investors nationwide. Contacting Bernard Reisz: * Websites: https://members.resurefinancial.com/ [https://members.resurefinancial.com/] Resources: * Free eBooks about real estate syndication: https://lifemissioncapital.com/ebooks [https://lifemissioncapital.com/ebooks] * Free ebook "Passively Invest in Apartments with no tenants or toilets": https://lifemissioncapital.com/ebooks * Become a real estate passive investor: https://lifemissioncapital.com/investor-club [https://lifemissioncapital.com/investor-club] * Sign up to our newsletter to get notified about the latest news and updates about the real estate industry and exclusive investment opportunities!: https://lifemissioncapital.com/contact-us [https://lifemissioncapital.com/contact-us] Connect with us! LinkedIn: Micy Liu [https://www.linkedin.com/in/micyliu/] Instagram: investwithamission [https://www.instagram.com/investwithamission/] Facebook: Life Mission Capital [https://www.facebook.com/lifemissioncapital] Email: micy@lifemissioncapital.com Book a call [https://lifemissioncapital.com/contact-us] with Micy! If you found this video helpful, please leave a review and stay tuned for more content on real estate investing and passive income strategies and stories from American Dream Builder & Investor Podcast. If you have any questions or comments, please send them to Micy with the credentials above.

EP 42: How to Successfully Diversify Your Investments with Omar Khan

If you want to put your eggs in multiple baskets, this episode is for you. We all know how important it is to diversify your investments but do you know how to actually do it? Omar has investments on real estate, and commodities like food, gas and oil and he’s successful in all of it. Let’s dive into the episode and learn how he did it! Main topics * Omar’s investment journey * The key to being successful in diversified investments * His last advice as a first generation immigrant About Omar Khan: Omar has advised on $3.7 billion in capital financing and M&A transactions, as well as securing $50+ million in equity from private and institutional capital. He is a graduate from the Rotman School of Business (University of Toronto), and a CFA charter holder with 10+ years of investing experience across real estate and commodities. As the principal of Boardwalk Wealth, Omar is primarily responsible for developing strong relationships with private and institutional investors, brokers, and strategic partners. He has closed on over $250 million of assets across TX, GA, FL, and SD. Contacting Omar Khan: * Email: omar@boardwalkwealth.com [omar@boardwalkwealth.com] * Website: https://www.boardwalkwealth.com/ Resources: * Free eBooks about real estate syndication: https://lifemissioncapital.com/ebooks [https://lifemissioncapital.com/ebooks] * Free ebook "Passively Invest in Apartments with no tenants or toilets": https://lifemissioncapital.com/ebooks * Become a real estate passive investor: https://lifemissioncapital.com/investor-club [https://lifemissioncapital.com/investor-club] * Sign up to our newsletter to get notified about the latest news and updates about the real estate industry and exclusive investment opportunities!: https://lifemissioncapital.com/contact-us [https://lifemissioncapital.com/contact-us] Connect with us! LinkedIn: Micy Liu [https://www.linkedin.com/in/micyliu/] Instagram: investwithamission [https://www.instagram.com/investwithamission/] Facebook: Life Mission Capital [https://www.facebook.com/lifemissioncapital] Email: micy@lifemissioncapital.com Book a call [https://lifemissioncapital.com/contact-us] with Micy! If you found this video helpful, please leave a review and stay tuned for more content on real estate investing and passive income strategies and stories from American Dream Builder & Investor Podcast. If you have any questions or comments, please send them to Micy with the credentials above.

EP 41: Being an Investor While on W2 with Daniel Holmlund

Want to be an investor while on W2? Believe it or not, there are many people who have started their real estate journey while on W2. Most of them have grown their portfolio to the extent that their passive income exceeds their paychecks. They use their paychecks to acquire assets that generates passive income, giving them options to leave their job and focus on things that really matter to them. Main topics * Daniel’s real estate journey * His best and worst real estate investments made * Q&A About Daniel Holmlund: Daniel is an experienced Software Engineer who enjoys working with people, conducting training workshops, conference talks, and building awesome product demos. He also enjoys reading, podcasts, real estate investing, and being with my wife and three kids. He's also a real estate syndicator from Good Samaritan Capital that has closed 2000 units and a passive investor as well. Contacting Daniel Holmlund: * Email: daniel@goodsamaritancapital.com Resources: * Free eBooks about real estate syndication [https://lifemissioncapital.com/ebooks] * Free ebook "Passively Invest in Apartments with no tenants or toilets" [https://lifemissioncapital.com/ebooks] * Become a real estate passive investor [https://lifemissioncapital.com/investor-club] with Life Mission Capital * Sign up to our newsletter [https://lifemissioncapital.com/contact-us] to get notified about the latest news and updates about the real estate industry and exclusive investment opportunities! * Good Samaritan Capital website: https://www.goodsamaritancapital.com/ Connect with us! LinkedIn: Micy Liu [https://www.linkedin.com/in/micyliu/] Instagram: investwithamission [https://www.instagram.com/investwithamission/] Facebook: Life Mission Capital [https://www.facebook.com/lifemissioncapital] Email: micy@lifemissioncapital.com Book a call [https://lifemissioncapital.com/contact-us] with Micy!