Events

In this episode:

Inflation vs. Unemployment: Jordan Levine shares insights on why the Fed may prioritize inflation control over rate cuts, even at the cost of higher unemployment.
Market Volatility and Monetary Policy: How shifting Fed policies are influencing stock market trends and investor confidence.
Tariffs and the U.S. Economy: Exploring the economic ripple effects of tariffs and trade policy decisions.
Housing Market Insights: Current housing trends, buyer behavior shifts, and affordability challenges in a changing economy.
Insurance Market Disruptions: Craig Evans and Jordan Levine discuss how soaring insurance premiums are impacting homeowners and housing affordability.
Realtor Concerns and Policy Advocacy
Looking Ahead to 2025: Reasons for optimism and what to expect from the economy and real estate market in the coming year.

In this episode:

Meet Hannah Kesler, second-generation advocate of the Infinite Banking Concept and passionate financial educator.
Learn how Hannah transitioned from being mentored as a child to teaching financial independence and speaking nationwide.
Discover Hannah’s early entry into real estate at 20 and how she leverages wealth-building strategies to fuel her personal and professional goals.
Explore the Money Multiplier method, rooted in the Infinite Banking Concept, and how it empowers individuals to recycle and recapture their own money.
Understand the practical applications of Infinite Banking for managing debt, increasing liquidity, and building long-term wealth.
Gain insights into how strategic debt and disciplined cash flow management can support generational wealth.
Hear Hannah’s perspective on the importance of family, mentorship, and community in achieving financial success.

In this episode:

Introduction to the Money Multiplier and why understanding how money works is key to financial freedom
The importance of paying yourself first and mastering cash flow management
Hannah shares impactful stories and her passion for teaching financial literacy
Behind the scenes of Hannah's book, The Single Millionaire Chick & The Companion and her writing journey
Insights on working with family and navigating business challenges
Building generational wealth through intentional financial education
Practical advice for new investors looking to take control of their finances
A look at Hannah’s upcoming events and where to learn more about Infinite Banking

In this episode:

Joey Romero introduces REIA leaders Lisa Hoegler (LA South REIA), Larry French (CVREIA), and Dan Redig (SDCIA)
Lisa Hoegler shares LA South REIA’s shift from flipping to finance and economics
Larry French discusses CVREIA’s monthly meetups and local market focus
Dan Redig highlights SDCIA’s hands-on approach and ADU trends in San Diego
REIA leaders reflect on club growth and adapting to market challenges
Local real estate investing opportunities unique to LA, Central Valley, and San Diego
The role of community support and education in investor success
Importance of dynamic speakers and staying connected through evolving formats

In this episode:

REIA leaders share their dream guest speakers for investor club events
Ongoing personal education and growth strategies for real estate professionals
Insights into current market sentiment and how investors are reacting
Expert predictions and economic outlook for real estate in 2025
Actionable advice for new and aspiring real estate investors
The importance of building relationships through local investor clubs

In this episode:

Craig Evans welcomes Joe Downs, CEO and co-founder of The Belrose Group, a leader in self-storage real estate investingJoe shares insights into his personal background, family values, and what shaped his entrepreneurial mindset.
A look into Joe’s early years, formative experiences, and the lessons he learned growing up.
Joe walks us through his career journey—from first jobs to key milestones that led him toward business leadership.
The pivotal moment when Joe transitioned into real estate and launched his path as a serial entrepreneur.

In this episode:

Joe Downs’ path from hospitality and radio sales to real estate investing
Partnering in house flipping and wholesaling: early lessons and wins
Challenges faced in commercial real estate and strategic pivots
Breaking into self-storage investing and spotting niche opportunities
Key operations and marketing strategies in self-storage success
How digital tools are transforming the self-storage industry
The value of adaptability and lifelong learning in real estate

In this episode:

Exploring hybrid management models in self-storage operations
Leveraging AI-driven call centers to improve efficiency and service
How Joe Downs sources deals and stays ahead of market trends
Creative funding strategies for storage acquisitions at any investment level
The connection between the housing shortage and rising storage demand
Demographic trends fueling continued growth in the self-storage industry
Joe Downs shares expert advice on the future of storage and smart investing

In this episode:

Introducing this year’s benefit charity: Make-A-Wish Orange County & the Inland Empire
Anne Grey shares the mission and impact of Make-A-Wish
Types of wishes granted and how families are involved in the process
Anne reflects on her first year as President & CEO and the emotional impact of wish experiences
Understanding the wish qualification process, including the urgency of rush wishes
Fundraising strategies and Make-A-Wish’s financial goals for 2025
The powerful impact of wishes on children, families, and communities
The vital role of volunteers in delivering hope and creating meaningful experiences

In this episode:

Joey Romero introduces Andrew Falde, Senior Vice President of Capital Markets at DBL Capital.
DBL Capital Fund Overview: The purpose and mission behind the DBL Capital Fund.
Fund Strategy & Compliance: Discussion on the fund’s investment strategy and how it aligns with SEC regulations.
Insights into the current real estate and capital markets, along with future expectations.
Capital Raising Challenges: Andrew shares the biggest obstacles when raising capital in today’s environment.
Investor Liquidity & Distributions: Explanation of liquidity options and how waterfall distributions are structured for investors.