Accredited Income Property Investment Specialist (AIPIS)

Jason Hartman talks with Julia, who will be speaking at the event in Savannah, GA about tax liens and deeds. She gives a brief intro to what they are and what she'll be discussing at the event.

Key Takeaways:

[2:21] An intro to tax liens and tax deeds

[3:19] How Julia was able to buy a house in Savannah for simply paying back taxes

[5:48] Julia will be teaching how to avoid problem properties and how she evaluates deals

Websites:

www.JasonHartman.com/Properties

www.JasonHartman.com/Events

Direct download: AIPIS_273_Savannah.mp3
Category:general -- posted at: 12:00pm EDT

Jason Hartman talks with Cliff Hayden, creator of Show Me the Rental, about how he started his business, what his software does, and property management tips for real estate investors.

Key Takeaways:

[1:36] What frustrated Cliff enough to create Show Me the Rental

[3:30] How Show Me the Rental works

[7:30] Some sample questions Cliff's software might use

[11:45] What platforms Show Me the Rental connects with

[13:12] Cliff's property management tips

Website:

www.ShowMeTheRental.com

Direct download: AIPIS_272_Cliff_Hayden.mp3
Category:general -- posted at: 9:27am EDT

Jason Hartman talks with Ryan Minekime, co-founder of REIanalyst, about how his tool allows investors to whittle down their list of potential properties quickly.

Key Takeaways:

[1:30] REIanalyst was born out of a need Ryan had to see more properties in less time

[4:38] How Ryan's data is figured out when making assumptions on properties

[7:21] Where REIanalyst gets their data

[11:16] Information for investors is severely lacking

Website:

www.REIanalyst.com

Direct download: AIPIS_271_Ryan_Minekime.mp3
Category:general -- posted at: 5:19pm EDT

In this off-topic 10th episode, Jason Hartman talks with Tal Ben-Shahar, co-founder of The Happiness Studies Academy and best-selling author of Happier and the new book, Short Cuts to Happiness: Life-Changing Lessons from My Barber, about how you measure happiness, predictors of happiness and what sorts of things Tal was able to learn from his barber. They also discuss whether Millennials and Generation Z to see if they've been coddled too much or if we've just learned how to better communicate with them.

Key Takeaways:

[4:30] How do you rate a country's happiness?

[6:57] There's only one thing that predicts happiness levels on a national level

[11:16] The hazards of social media on happiness

[13:18] Lessons learned from Tal's barber

[18:48] How to praise people properly to encourage growth

[21:37] If you don't teach people to face reality then you're setting them up for failure

[25:01] The first step toward happiness is, surprisingly, allowing in unhappiness

Website:

www.TalBenShahar.com

Direct download: AIPIS_270_Tal_Ben_Shahar.mp3
Category:general -- posted at: 6:28pm EDT

Jason Hartman talks with client Ira Boyd about his journey in real estate investing. Ira started off purchasing properties on his own, with some success but not as much as he'd hoped. After he found Jason's network, however, he's gotten in much better properties and is up to 12 investment properties and his personal residence. Ira discusses how live events aided his journey, where he sees his future in real estate investing, and what areas he thinks he needs to work on.

Key Takeaways:

[2:16] It's almost better not to see the property, because then you're buying based on intellect and not emotion

[5:34] Meet the Masters gave Ira the traction he needed to start investing through Jason's network

[8:44] Ira can't stress enough how much you need to go to an event and how helpful it will be

[13:12] Ira's plan for his portfolio

[17:08] Ira's policy on rent increases needs work

Website:

www.JasonHartman.com/Masters

www.JasonHartman.com/Properties

Book Your Time to Do a Client Case Study!

Direct download: AIPIS_269_Ira_Boyd.mp3
Category:general -- posted at: 12:00pm EDT

Jason Hartman welcomes Lisa Tomita, a client with 4 properties who has recently decided to self-manage two of her properties. Jason and Lisa discuss the ups and downs of investing and how self-managing has turned Lisa into a more empowered investor ready to deal with all the bumps along the way as she moves closer to her financial independence.

Key Takeaways:

[4:04] Lisa's tenant saved her $200 because of the relationship they've developed

[8:53] Lisa recently quit her job so she could focus full time on real estate

[12:58] Self-managing has made Lisa feel more empowered and learned

[17:23] One of Lisa's deals that hasn't gone well broke 4 of Jason's 10 commandments

[23:58] Income property is so durable it's like the self-healing asset

Website:

www.JasonHartman.com/Masters

Direct download: AIPIS_268_Lisa_Tomita.mp3
Category:general -- posted at: 9:39am EDT

Jason Hartman talks with Dan Amerman, CFA and author of books such as Mortgage Securities and Collateralized Mortgage Obligations: Unlock The Secrets Of Mortgage Derivatives, about how a heavy handed Fed has changed how inflation and housing have correlate to each other, why the Fed reacts to quickly, what the Fed is setting interest rates up to do, and much more.

Key Takeaways:

[3:46] The Federal Reserve is getting more heavy handed as years go by, and hints of a coming recession could lead to more intervention

[8:40] Housing tracked inflation better than gold until the Federal Reserve got real heavy handed after 2001

[13:29] The Fed reacts too quickly to things

[15:08] Dan's prediction of where interest rates are about to head

[20:52] Certain Fed actions and yield curve inversions seem to have a correlation

[24:26] The 2 ways to look at inflation

[27:48] The self-liquidating debt

Website:

www.JasonHartman.com/Masters

www.DanielAmerman.com

Direct download: AIPIS_267_Dan_Amerman.mp3
Category:general -- posted at: 12:00pm EDT

Jason Hartman talks with Tom Wheelwright, 2019 Meet the Masters speaker and Rich Dad Advisor, about how to help yourself in your legal tax avoidance using practices such as real estate professional, whether Opportunity Zones might be worth investing in, and why taxes tend to be higher when you retire.

Key Takeaways:

[4:18] The question you need to ask yourself if you can't qualify to be a real estate professional

[8:22] One of the most underutilized assets people have is other people's tax brackets

[10:10] Tom's views on Opportunity Zones

[14:19] The pass through tax deduction and how it applies to real estate investors

[18:22] Being a real estate professional can sometimes mean you can take early withdrawls from an IRA and actually completely negate the penalties

[21:29] You tend to lose a lot of deductions when you retire, so your planning leading in to retirement is crucial

[23:03] The 2 challenges with Roth IRAs when it comes to investing

Website:

www.JasonHartman.com/Masters

www.Wealthability.com

Direct download: AIPIS_266_Tom_Wheelwright.mp3
Category:general -- posted at: 4:04pm EDT

Jason Hartman has been in the Baton Rouge market before, but haven't been there for a while. Now, however, an old LMS is back with new, built-to-rent, construction that provides some solid return on investment. Jason talks to him about why he's back in Baton Rouge, what the new construction looks like, and the pervasiveness of institutional investors that drove him out of the Atlanta market.

Key Takeaways:

 

[2:49] What kind of properties are being built in this round of inventory

[7:51] Every apartment complex is a build-to-rent deal, but single family build-to-rent is becoming a bigger and bigger market

[10:31] Institutional investors come in with massive amounts of capital that has to be deployed quickly, and it has led them to accept lower returns

[14:25] Are any of the new properties assisted housing?

Website:

www.JasonHartman.com/Properties

www.JasonHartman.com/Masters

Direct download: AIPIS_265_Baton_Rouge.mp3
Category:general -- posted at: 4:12pm EDT

Jason Hartman talks with NeighborhoodScout's Founder & CEO, Andrew Schiller, about his company's predictions for the hottest appreciating markets in the US for 2019. Andrew lists the top 10 markets expected to appreciate as well as how to identify an area that's poised to make a turnaround.

Key Takeaways:

[4:41] National numbers are all well and good, but they don't really matter near as much as local numbers

[6:11] Some of the hottest forecasted appreciation markets in 2019

[9:53] How big are Census Tracts and Micro Neighborhoods?

[14:14] What factors makes a neighborhood turn around?

[18:18] Property crimes are much less an impediment to property values as violent crime

[23:52] How do you use Neighborhood Scout to figure out if a neighborhood is turning around?

Website:

www.JasonHartman.com/Masters

www.NeighborhoodScout.com

Direct download: AIPIS_264_Andrew_Schiller.mp3
Category:general -- posted at: 6:25pm EDT

Today's show is all about helping you grow your real estate portfolio as tax free as possible. When you are ready to sell one property and purchase other ones with the proceeds there's no need to pay capital gains taxes at that time when you have a vehicle like a 1031 exchange. Join Jason Hartman and Dino Champagne, Los Angeles Division Manager & VP at Asset Preservation Incorporated, as they discuss the strategies, the complexities and the savings that 1031s can provide.

Key Takeaways:

[3:17] How a 1031 Exchange works

[5:51] Try and avoid a reverse exchange as best you can, because they can get real tricky and lendors aren't fans of them

[7:48] The 45 and 180 day timeframe of a 1031 exchange

[10:37] The 3 different ways you identify properties in a 1031 exchange

[14:59] How much money can a 1031 exchange actually save you and your heirs? It's pretty astounding

[20:18] 1031 exchange accomodators aren't highly regulated, which has led to some scams over the years. What questions do you need to ask when you're searching for one?

[24:19] Changes the new tax law has made on 1031 exchanges

[26:50] Are Opportunity Zones overhyped?

[32:23] With Opportunity Zone investing being so new, vetting the sponsor of the deal is more important than ever

Website:

www.APIExchange.com

www.JasonHartman.com/Masters

Direct download: AIPIS_263_Dino_Champagne.mp3
Category:general -- posted at: 6:49pm EDT

Jason Hartman has a client case study with Curtis discussing Curtis' real estate investing journey so far, accumulating 13 properties in the past 3 years. Curtis gives a story about how he dealt with a massive insurance claim and how real estate investing is helping in his long term plans.

Key Takeaways:

[5:32] How bagels got Curtis and his wife into real estate

[11:15] Curtis' experience has been incredibly positive so far

[14:25] Curtis' local insurance was a life saver for them when property damage occurred

[18:34] What are Curtis' plans with his cash flow?

[22:47] Curtis had to be "deprogrammed" in order to real estate invest

Website:

www.JasonHartman.com/Masters

www.JasonHartman.com/Properties

Direct download: AIPIS_262_Curtis_Hruschik.mp3
Category:general -- posted at: 12:00pm EDT

Jason Hartman talks with Venture Alliance member Mike Zlotnik about the new trend in real estate investing, which is "Opportunity Zones". The two discuss what they are, when they can be a good idea, how the funds work and some potential tax implications. The two implore the listener to vet your sponsor before investing, not invest just for tax purposes and aligning your interest.

Key Takeaways:

[3:30] Mike's thoughts on deals in opportunity zones

[6:37] How funds work when investing in Opportunity Zones

[10:48] How are fund managers being successful getting people to invest

[14:22] Some potential tax implications

[17:25] Don't make the deal just for tax benefits. The deal needs to make sense BEFORE the tax benefit

[21:55] Your fund manager needs to have some skin in the game

[26:48] It's important to understand what a quality sponsor is

[28:51] The 2 major layers to pooled money investments

[31:25] Alignment of interest

Websites:

www.JasonHartman.com/Masters

www.BigMikeFund.com

Direct download: AIPIS_261_Mike_Zlotnik.mp3
Category:general -- posted at: 3:08pm EDT

Jason Hartman talks with Etienne Deffarges, author of Untangling the USA: The Cost of Complexity & What to Do About It, about some of the most pressing issues facing the country, such as health care and our banking system. They look at what exactly is causing the issues, but don't just focus on the problems. Etienne and Jason also discuss the most important part of the problems: their solutions.

Key Takeaways:

[1:26] We as a society make things much more complex than we need

[6:51] Etienne's solution for health care

[13:04] How can we improve the world of finance?

[17:15] Etienne is in favor of banks having to have a higher equity to debt requirements

[20:35] With all of these problems in the world, what's the solution?

Website:

www.EtienneDeffarges.com

Direct download: AIPIS_260_Etienne_Deffarges.mp3
Category:general -- posted at: 6:24pm EDT

Jason Hartman talks with Matt Taibbi, contributing editor at Rolling Stone and author of books such as Griftopia and The Divide, about bubbles. The two explore how Fed policy has been leading to bubbles throughout the years, how Wall Street is designed to take advantage of the average citizen and what we can learn from the history of bubbles.

Key Takeaways:

[3:06] There's a pretty decent path from Fed policy to bubbles

[7:36] How the Great Recession came into being

[12:12] Institutions have learned how to create a bubble to profit from, but then also be prepared to make money when their own bubble bursts

[16:19] As long as trades are occuring Wall Street is making money

[18:09] How investment bankers are auctioning off America's infrastructure

[22:49] What is the investor's lesson from the bubble machine?

Website:

www.Taibbi.SubStack.com

www.RollingStone.com

Direct download: AIPIS_259_Matt_Taibbi.mp3
Category:general -- posted at: 10:12pm EDT

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