Lenders Playbook. Episode 44
Mastering Private Lending & Real Estate Success with Kristin Fleming
#44: Welcome back to The Lenders Playbook Podcast, where we bring you top-tier insights in private lending, real estate, and entrepreneurship. Today, we have the privilege of hosting Kristin Fleming, a powerhouse in the industry. Kristin embodies success as a private lender, investor, entrepreneur, and consultant, covering all the bases in her field. She’s both relatable and inspiring, offering invaluable guidance for aspiring lenders, investors, and those looking to scale their businesses. This is an episode you won’t want to miss. So, stay tuned, and let’s dive in!
You’ll Learn:
What it’s like lending your own money in deals
How and why Kristin can help you in your businesss!
Interesting perspectives on mentorship in our industry
Learn how to leverage other people’s strenghts to your advantage
Kristin talks about some out of the box real estate investment strategies
Networking skills you can use right away
Books and Resources Mentioned
Million Dollar Weekend , Noah Kagan
The Hands Off Investor, Brian Burke
Lend To Live, Beth Johnson
Connect with Kristin Fleming
Get a loan: www.kfpinvestorsllc.com
Coaching/Consulting: www.krisfleming.net
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Lenders Playbook. Episode 43
How to Create a Real Estate Fund with Dennis Doss
#43: Today, we’re diving into one of the most powerful wealth-building strategies: real estate funds.
Joining us is Dennis Doss, one of the nation’s top legal experts in real estate fund creation. He’s helped countless lenders bring their vision to life while navigating the complexities of fund setup with precision.
We’ll cover:
What is a real estate fund, and how does it differ from REITs or syndications?
Why should investors start their own fund?
What legal steps are crucial?
How does fund structure impact taxes and growth?
This episode is packed with insights you won’t want to miss—so buckle up, this is a game changer.
Learn Directly From Dennis Doss! Join us March 21-22 for the American Lending Conference National Private Lending Event.
Dennis Doss will be leading a 90 minute masterclass on creating a debt fund! Dennis will be on stage with a CPA, and possibly a fund manager or fund administrator for actionable education.
Register here https://www.americanlendingconference.com/march-registration
Connect with Dennis Doss
www.dosslaw.com
Meet Dennis at the March 21-22 ALC event
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Lenders Playbook. Episode 42
Achieving the American Dream with Private Lending
You are in for an amaaazing podcast! What a treat to talk with Ani Kamikyan, who is crushing it in private lending and definitely brought value to you today. Learn how she got started, some key takeaways, and some insights into the mindset of success.
Ani is the CEO of Dynamic Finance Group, which is dedicated to aligning its clients' financial goals with the evolving market. With a focus on exceptional service, personalized support, and transparent communication, Dynamic Finance Group specializes in short-term residential and commercial bridge loans, fix-and-flip/hold, new construction, and 30-year rental loans. Its commitment to client success drives meaningful progress in every financial endeavor.
You’ll Learn:
How to break free from always struggling in debt -especially as a young person
How Ani was able to see great profits in just the first month in business
Strategies on thinking outside of the box for your clients needs
How Ani came to America at 18 and is now living the American Dream
Books Mentioned
The Alchemist
How To Win Friends and Influence People
As a Man Thinketh
Connect with Ani
https://www.dynamicfinancegroup.com
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Lenders Playbook. Episode 41
10x Your Lead Flow With Direct Mail Coach Nick Orf From REI Print
10x Your Lead Flow with Direct Mail Expert @Nick Orf from REIPrintMail. Nick Orf, a Direct Mail Marketing Coach for REI Print—one of the largest direct mail companies in the U.S. If you're a real estate investor or lender aiming to scale your deal flow, this podcast is for you. Whether you're new or looking to boost consistent lead generation, this episode is packed with valuable insights. REIPrintMail is also a proud founding sponsor of the American Lending Conference.
You’ll Learn
How to execute a successful direct mail campaign
The Key Performance Indicators REI Print will help you track and manage
How to scale a real estate investing business and a private lending business with direct mail
The exact dollar amounts that you can start thinking about before executing a plan
Sales copy and so much more…
Book Mentioned
Family Fortunes, Bill Bonner
Connect with Nick!
Email:Nick@reiprintmail.com
Calendar: nick.reiprintmail.com
www.reiprintmail.com
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Lenders Playbook. Episode 35
Huge benefits of DSCR and Non QM Mortgages with Tom Davis from Deephaven Mortgage
Today, we have a special guest on the show—Tom Davis, Chief Sales Officer for Deephaven Mortgage. This episode explores key strategies for success in tech, real estate, and finance. Tom shares insights on building a thriving company and the transformative impact of educational webinars. We also cover unique financing options for developers and self-employed individuals, tips for staying ahead in the mortgage market, and ways to unlock opportunities in the US housing sector through construction and renovation.
We’ll explore alternative investments, the lucrative potential of investment properties in the gig economy, and strategies for empowering your sales team to maximize impact. Packed with actionable insights, this episode is your guide to standing out, attracting clients, and driving growth in a competitive market.
You’ll Learn
A Comprehensive Overview Of Non-QM Mortgages
How to Create Value for Realtors and Real Estate Investors
Targeting the Top 5% of Realtors
How to empower your sales team
How to get a loan as self employed with Deephaven
Resources
Grit, the power of passion and persistence
Please Subscribe!
Lenders Playbook. Episode 34
Contact Information
Mark Walser -Linkedin
Class Valuation Website https://www.classvaluation.com
Class Valuations Emerging Technology in the Appraisal Management Space with Mark Walser
Our guest today is none other than Mark Walser, a good friend of mine and the Senior VP of Class Valuation. Class Valuation is the 800lb gorilla within the Appraisal Management Space with nearly 20,000 independent appraisers across all 50 states. We dive into some of the most fascinating emerging techs I have seen that is changing the landscape of private lending, real estate and appraisals. Stay tuned, this episode is a game changer.
Books And Resources
Please Subscribe
Lenders Playbook. Episode 32
Start Your Own Title & Closing Company With Joseph D'urso
Today, we're exploring an exciting opportunity to create a new income stream in the title insurance business. Discover how to gain more control over the closing process, add valuable revenue, and provide an all-inclusive solution for your investors and borrowers.
We are thrilled to have Joseph Durso from Title Ease Franchise with us today. If you're ready to take your business to the next level with proven processes and systems, this episode promises to be a game-changer. Learn how Title Ease Franchise guides you through operations, technology, compliance, and proven systems to ensure your success.
Contact Information
Website: https://www.titleeasefranchise.com
Email: jdurso@titleease.io
You’ll Learn
How to create a new revenue stream
Learn to provide more enterprise values for your company
More control over your customer’s transactions
All Inclusive Solution for your clients
Resources Mentioned
Leadership is an art, by Max Dupree
How To Win Friends And Influence People
Please Subscribe and Comment! Thank You!
Lenders Playbook. Episode 31
How to gain momentum as a new private lender in your market with Justin Rosenhaus
Today, we have Justin Rosenhaus, the CEO and Co-Founder of Above Par Capital. Above Par is an asset-based lender in South Florida that helps investors secure the necessary funding for their real estate investment projects. In this episode, we discuss the nitty gritty of building credibility and some practical things you can do today to elevate your credibility.
Contact Information
Website: https://www.aboveparcapital.com
Contact Justin: https://www.linkedin.com/in/justinrosenhaus/
You’ll Learn
Networking tips for building and growing your business
Build Trust and Credibility: Strategies to Establish Yourself as a Reliable Expert
How to Ensure Success in Asset-Based Lending: Showcasing the Paper Trail
How to qualify for a private money loan without income or DTI (debt to income ratio)
How to analyze numbers and comps in real estate
Resources Mentioned
Traction by Gino Wickman. This book has been suggested numerous times on the podcast
Propstream PropStream helps you locate, evaluate and market to highly-motivated buyers and sellers.
Please Subscribe! Links below. Thank you!
Lenders Playbook. Episode 30
From being broke to 450 real estate transactions with Jeremy Beland
Join us as we delve into the inspiring journey of Jeremy Beland, who overcame homelessness and high school dropout at 15 to becoming a successful real estate investor. After the 2008 recession left him jobless and on the brink of foreclosure, a real estate investor's intervention changed his life. In 2017, Jeremy fully committed to real estate, and within his first year, he completed 10 deals, earning $77,000. Today, his companies have acquired 450 off-market properties, generating nearly 8-figures in gross profits. Discover how Jeremy provides value to communities and investors alike, and learn how you can start your journey in off-market real estate investing.
Contact Info
Start your journey in real estate investing with REI Freedom
At REI Freedom, our mission is to empower individuals to achieve their real estate dreams and financial goals through expert coaching and training. Whether you’re a beginner looking to embark on your real estate journey or an experienced professional seeking to enhance your investment strategies, we’re here to guide you every step of the way.
You’ll Learn
What is wholesaling and how to start
How to scale from wholesaling to raising private money
How to use private money and exponentially grow your business
How to find off-market real estate
You will learn and gain hope from the inspirational journey from literally nothing to nearly 8 figures!
Resources
Books Jeremy Recommends:
Please subscribe, hit the thumbs-up button, and comment if you enjoyed this episode!
Lenders Playbook. Episode 29
How to Start and Scale-up as a Real Estate Investor with Kevin Dugan
Today's guest is Kevin Dugan, a serial entrepreneur with a diverse background in building remote teams, acquiring underperforming assets, construction management, and asset management. This episode is packed with ideas, inspiration, and valuable insights. I’ve listened to it twice and learned something new each time. Get ready to be inspired and level up your business.
Contact Info
Connect with Kevin on Linkedin
You’ll Learn
How to work on your business vs in your business
Learn how to transition from a job to a business
Learn how to scale, delegate and run multiple businesses
Values learned through joining a mastermind
Amazing Resources
Stay Up To Date, and Subscribe!
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Lenders Playbook. Episode 28
The exciting world of private capital with Charles Farnsworth
Today, we have the privilege of learning about private capital from one of the industry's best: Charles Farnsworth of 1892 Capital. Based in the Puget Sound area, 1892 Capital Partners is a direct hard money lender dedicated to helping real estate builders, brokers, and investors secure practical investment strategies and customized real estate loans.
I'm Matt Rosen, your host for the Lenders Playbook podcast. Welcome! In this engaging and informative episode, you'll gain insights into the nuances of working with a lender representing a family office and understand how the process operates. This is an episode you'll want to bookmark, save, and share with your friends.
Contact information
https://www.1892capital.com
You’ll Learn
Career Journey of Charles Farnsworth: Insights into Charles Farnsworth's professional experiences and milestones.
Pivotal Moments in Private Capital History: Significant events and turning points in the private capital industry.
Transformation of the Industry: How the role and perception of the private capital industry have evolved.
Additional Insights: Charles Farnsworth shared other relevant and interesting information about private capital and the industry.
Resources
All it takes is a goal, Jon Acuff (Great book I am reading now, and I highly encourage you to read or listen)
Apple Subscribe and Listen Link
Spotify Subscribe and Listen Link
Please make sure to subscribe! Thank you.
Lenders Playbook. Episode 27
Tech-Driven Real Estate: Maximizing Profits with Privy - Featuring Scott Fahl
What if you could track market trends and pinpoint profitable real estate and lending opportunities in seconds? Well, stay tuned. Today, we dive into the game-changing technology from Privy that maximizes profits, minimizes risk, and helps you rapidly grow your lending and real estate portfolio. This is the episode where technology and private lending meet!
You’ll Learn
How to enter any market in the country and have more knowledge than local seasoned pros
Learn what is possible when combining AI with Privy and the amazing results that come
How to not only find profitable real estate deals but how to be the only lender your investors will ever consider
The exciting future of tech, AI, data and how this can be a game changer for private lending and investing
Contact information
Please Subscribe so you do not miss an episode!
Lenders Playbook. Episode 26
How to borrow against your whole life insurance policy
Today, we have Mike Bargetto back by popular demand to do a deep dive on borrowing against your whole life insurance policy and the compounding effects that can occur. We discuss cash value, hard money lending, compounding interest, and the misconceptions associated with the strategy.
Contact Info
Website: https://www.axiomwealthsolutions.com
Email: mike@axiomwealthsolutions.com
You’ll Learn
Key differences between term and whole life insurance
Far-reaching benefits of cash value in your policy
How to leverage the cash value and borrow against your policy
Game-changing ideas to help you get your mind going on alternative ways to fund your deals
Please Subscribe, Like, Comment
Lenders Playbook. Episode 25
5 Decades Of Entrepreneurship In One Episode With Steve Clark
Steve has been a serial entrepreneur for five decades and owns Owner Builder Advisor and Construction Inspection Specialists. In less than an hour, Steve shares some construction tips from decades in the industry. We talk about his start at OBS, some key advice for builders, lenders, and investors, where the construction industry is headed, and so much more.
Contact Info
You’ll Learn
What grey area in construction means
How to start a business out of a need in the marketplace
Benefits of working with a professional construction consultant on all your deals
Resources and Books Mentioned
The New Gold Standard The New Gold Standard: 5 Leadership Principles for Creating a Legendary Customer Experience Courtesy of the Ritz-Carlton Hotel
Unreasonable Hospitality The Remarkable Power of Giving People More Than They Expect, by Will Guidara
Please Subscribe and Rate This Podcast! Thank you.
Lenders Playbook Podcast. Episode 24
From Fintech In Brazil, to Private Lending in the United States with Leandro Zen
Today, we have Leandro Zen from Brazil, a seasoned serial entrepreneur who brings a wealth of expertise garnered over 15 years within the financial sector. With a proven track record of orchestrating successful exits from prominent Brazilian fintech ventures, Leandro now sets his sights on a new frontier with Zink Capital. As the co-founder of this real estate finance firm, he spearheads strategic investments in the thriving Florida market, leveraging his astute insights and entrepreneurial acumen to navigate and capitalize on emerging opportunities in the industry.
Lenders Playbook. Episode 23
Financial Freedom- The path a former fireman took to success!
Today we have Mike Bargetto on the podcast~ Learn how a fireman for 13 years in Phoenix Arizona went from trading hours for dollars to becoming financially independent within private lending using strategies with whole life insurance. Mike has a passion to teach others financial education so stay tuned! Mike lives in Phoenix Arizona with his wife Katie and their three kids.
Mike believes the secret to living a happy, intentional life comes from having a sound financial house.
Contact Info
Website: https://www.axiomwealthsolutions.com
Email: mike@axiomwealthsolutions.com
You’ll Learn:
How to make 16% on every dollar
How you can use Whole Life Insurance as a vehicle for financial independence
The compounding effects of private lending and whole life insurance
Differences between cash flow vs accumulation of money
How to start in your own journey to financial freedom
Resources and Books Mentioned:
Your Next Five Moves: Master The Art Of Business Strategy, Patrick Bet David
Podcasts
Please Subscribe!
Lenders Playbook. Episode 22
Looking at private lending with a new perspective with Billy Anastopoulos
For the past 25 amazing years, Billy has focused on being a creative, passionate lender specializing in Hard Money, aka Private Lending, in Southern Arizona. Billy specializes in owner-occupied bridge lending, owner-occupied const loans, spec construction loans, and so much more. Learn from his perspective the industry and how it evolved from the. This podcast contains ideas and concepts to help you separate yourself from the pack.
Contact Info
Website: billya.com
Mobile: 520-299-4878
You’ll Learn
How to be a be a stool, not a dradel
Some of the benefits of owner occupied construction
How Billy does Spec Construction loans
Learn a ton of takeaways from 25 years of experience
Resources and Books Mentioned
Billya.com Billys Personal Website
Please Like and Subscribe!
Lenders Playbook. Episode 21
Learn how Lee Nugent went from $6k to becoming a successful private lender and real estate investor!
Get ready to be inspired! From starting with just $6,000 in 2015 to building a diverse portfolio spanning property rentals, flipping, wholesaling, and private lending, we learn the experiences, insights, and strategies that you can use today.
Lee Nugent takes a very candid approach to investing and works to demystify various aspects of Real Estate Investing.
Contact info
https://www.rewithlee.com
Cell: 239-359-9189
You’ll Learn
How to go from a W-2 employee to a successful real estate investor
How to go from a real estate investor to a private lender
The mindset needed to gain passive income
Lightbulb moments that changed his trajectory in business
Strategies on financing with very little money
Books and Resources Mentioned
No Excuses, by Brian Tracy
Atomic Habits by James Clear
Please Subscribe! Thank you!
Lenders Playbook. Episode 20
The exciting business of Mixed Martial Arts with Isaac Rosen, Owner of Waverly Sports Agency
Learn from one of the brightest up-and-comers in the MMA sports management and agency business with Isaac Rosen. Isaac Rosen, CEO of Waverly Sports Agency, combines deep industry experience with a lifelong dedication to combat sports to steer the fastest-growing agency in the combat sports world. Learn the inspiration behind starting a business at such an early age, the fighters he currently has, his mindset, and so many valuable gems from this.
Contact Info
Instagram https://www.instagram.com/waverlysportsagency/
Website https://waverlysportsagency.com
You’ll Learn
How to use your inexperience as a new entrepreneur in your favor
What it takes to go from 0 to 1000
The mindset of what discipline equals freedom really means
The inside business of MMA
Books and Resources Mentioned
Jocko Willink Podcast
Discipline Equals Freedom, by Jocko Willink
Please Share this episode with your friends if you found value in this! Like, Subscribe, Comment. Thank you!
Lenders Playbook. Episode 19
The Power Of “No”
You will learn a technique I have used to help you go from possibly hating rejection to embracing it! Not only that, but your overall sales and marketing results will be much greater. I hope you enjoy this. Be sure to let me know how this strategy ends up working for you!