Syndication eCourse Freebie

Finally, we’re able to edit the latest Sunday cram school. I think we did on Saturday, actually. We got a bunch of investors who want to learn about syndication topics, did a bunch of FAQ’s in a presentation form, and we edited it up for you guys to listen in today’s podcasts.

Now, there are a lot of things that I had to actually edit out due to SEC reasons. If you want the full cut of it, you guys can go to simple passive cashflow.com/club. Join the database there, and we will get you a copy or you can send an email, the team@simplepassivecashflow.com with the subject line Secret Hui Message either way that works.

We’ll get this unedited version out to you guys, but just some takeaways that I’ve been seeing this week, actually this month, a lot of this came from the Hui retreat that we had recently in Hawaii, really excited about doing it next year. Not only talking about investing money, where did you get your money from?

Where do you put it? How do you protect it? Taxes, et cetera., but more about the relationships because to be seen, if you’re doing the 1, 2, 3 simple passive cashflow plan, investing in good assets where you’re cash flowing, just in case of a recession with good honest people. Secondly, you’re investing tax wise, smartly.

You’re using the passive losses effectively to possibly pay less taxes on the ordinary income side. And you’re doing a little bit infinite banking. But mostly you folks out there will make six figures. You’ll be out of the rat race in four to seven years for the most part. Some of these takeaways that I wanted just summarize for some of you folks is we talk a lot about end game getting the four or $5 million net worth because that’s a threshold where you can get to and get back into the marketable securities, the wall street crap, and just make that four or 5% return or put it into infinite banking, which is even more secure and life insurance and make that return tax free there.

If you’ve never heard about it and go to simple passive cashflow.com/banking, get the free ecourse to learn more about it. The ideas you have to get penetration and grow your equity into, more semi aggressive deal to get yourself to this sort of higher level $3, $4, $5 million net worth and at that point you can go into cruise control. Now, one of the ideas that, we talk a lot about in our family office group and in-person meeting is this concept of what do you invest in when you get to end game?

Not necessarily for equity growth or better returns, but more for stability and some people they titrate to that point slowly, right? Where in the beginning, they are going to be in rental properties, syndications to get up to a point, maybe two to 3 million, but maybe take, I don’t know, a quarter of their portfolio and slowly put it into these more end game type of investments.

Just to name a few. Just to get the wheels turning case. You’re not aware of some of these types of things still in the alternative investing space, they might be like life settlement investing, where you’re going to be buying out the life insurance product of somebody who is unfortunately going to be passing away or in a terminal illness seems very morbid, but it is one of those things that is guaranteed to happen, it’s just a matter of when.

Another investment that a lot of people talk about are triple net deals or commercial leases and this is where they say just go buy a Walgreen’s once you have a boatload of money, something I want to point out and a discussion topic that came up that I wanted to share is, maybe triple net deals aren’t the best thing to be doing at this point in time this market cycle. Right now rent increases are skyrocketing. The economy is doing pretty good. If you’re not going forward, you’re going backwards and we’ve heard this in many types of personal development, and also I’m going to extend it out to real estate.

Now, hear me out here now, triple net deals like investing in a Walgreen, any kind of type of corporate based, big corporate tenant is very, and especially when they take care of all the expenses, which is the term triple net comes from you, the landlord investor, you pass all those expenses off to the tenant.

You don’t make as much money, but it’s still pretty decent return for a very low risk. But now what you’re starting to happen, this market cycle is a lot of these very sophisticated corporate tenants they know their value and they know that inflation is going up. For a lot of them, they’re making the good business decision to just dump their leases so the landlord to go screw off.

Which may not seem like the right thing to do, but in terms of their leases, it’s totally within their contractual basis for them to do this. Combine this with the fact that you’re seeing a lot of these Walgreens and these pharmacy stores that were traditionally, one of the people who would take up these single lot kind of type of triple net ideal type of investments for high net worth families to go after.

Partly because Amazon’s coming down to town with the pharmacy stuff and just less need for brick and mortar. I’m not saying it’s going away completely, maybe not be the time for this. And this is where it’s a concept of, there’s a time to get aggressive and there’s a time to huddle. I’m trying to emulate and so I don’t see it that often, but large families, family offices, the guys that are 50, a hundred million dollars net worth.

Now these guys, sometimes you can make the argument that they have enough money where they could just live off the remains and they’re 20 something plus off swing can live off of it and they’re fine. But the ones that are being done correctly, they are still semi aggressive in the market. And what are they doing now? Are they getting more aggressive buying rental properties while the rents are going up and interest rates are still pretty low and continue down that track, or are they going into triple net deals, which is the duck and cover where there are these from a risk standpoint, there are these kind of headwinds that are fitter the commercial leases are heading into.

Now, I don’t know. But I just want the pulls it out there as a question to ask. Now, maybe you can take the standpoint that I’m just going to be very stoic, whether they’re good times or bad times, I’m going to be doing the same thing regardless.

Fine I don’t know. I’m there’s different investment philosophies out there, but I’m starting to catch on to the fact that maybe you might be very stoic and, or maybe a family offset might be very stoic in their philosophy, but still they recognize when the timing is good. There’s a time to get in. And then when there’s a time, when things are overheated, you go to a hedge strategy where you protect your tail.

Just thought I put that out there. Now that said, there’s a lot of people that listen to podcasts and just don’t have very much money and they have very little investment knowledge and are very unsophisticated, even though they listened to a gazillion podcasts. Now, if you’re out there and your net worth is less than a million dollars, I have to say that you can’t play the strategy where you can just duck and cover.

You need to get out there and you need to grow your money. Let’s just say at that, because I talked to a lot of people and they’re like, yeah, the other world’s going to end the, everything’s going up, interest rates are going to skyrocket, which by the way, that’s why you invest in real estate. When you are basically hedging that the interest rates will be going up because you’re hedged against it and protected because you will have the rents in play.

If the rents go up, the rent is essentially a way to hedge that interest rates go up because when interest rates go up, that’s indicative of a good economy and that just pretty much gets passed on unfortunately to the tenants. So there’s a lot of people that kind of say the economy is just too hot and they just use that as an excuse not to get started.

And, one way to figure out what’s real, who’s not, say, what’s your net worth. If you’re less than a million dollars I’m just going to discount your type of opinion, to be honest. But that’s just me. You guys might be different, but I just want to pose a different ideas of some things I’ve been listening to.

But with that, here is the replay of the sensored version of the syndication cram school we did. We’ll try and do another one of these in the future, but what I would really suggest for everyone of you interested in being a passive investor is get educated. Do our syndication e-course it’s a few hundred bucks, but if you definitely join up at some point, we do refund that for it.

We have a refund policy. So it’s kind of no risk type of thing. The worst thing you can do is learn something and this is where you learn all the little tricks that syndicators do, what to invest in and mort importantly what to stay away from. You can’t just go off pro forma, a pro forma mean nothing.

If the numbers that were used to assume that pro forma are all vague and overly exaggerated, and that’s what the syndication course does to get more information, go to simplepassivecashflow.com/club. And we will be sending out the uncensored version or the one with all the extra goodies, basically here for the end of the next month. Be sure to go to simple passive cashflow.com/club it’s up there and enjoy the show.