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Tuesday May 04, 2021
Tuesday May 04, 2021
Peak Financing CEO, Anton W. Mattli, has decades of experience in commercial and investment banking, private equity, and commercial real estate. After graduating from Zurich Business School in banking and finance, he held senior management positions at major financial institutions in New York, Tokyo, Hong Kong, and Zurich. During that time, Anton was heading a bank branch, managed cross-border teams, financed and restructured commercial real estate worth several billion U.S. Dollars, and oversaw loan portfolios consisting of aircraft and ocean transport vessels. Anton also directed the structuring of complex cross-border commodity and trade finance transactions for Fortune 500 companies.
In this episode, Anton talks about how to get yourself better prepared in commercial real estate so you avoid making costly mistakes. How he encourages one to have a mentor and coach is one important thing you need to consider. He also shares recommendations and suggestions on how to be equipped better for the undertaking.
Checkout: Raising Capital Without Rejection Full-Day Workshop (Online): https://investorattractionworkshop.com/
What you’ll learn in just 17 minutes from today’s episode:
Know the difference between commercial financing and residential financing to determine the actual loan amount you can avail
Learn action steps on how to prepare better before venturing into real estate to avoid costly mistakes
Find out why you need to have a mentor or join a coaching class before getting into commercial real estate
Resources/Links:
https://peakfinancing.com/
Topics Covered:
00:30 – Where is Matt originally from
01:50 – What is the biggest difference between commercial financing and residential financing
03:35 – Why he left his banking executive position and pursue commercial real estate
05:45 – How relationship-building made it easier for him to transition to self-employment
06:57 – What is Peak Financing
09:49 – Mistakes people make when underwriting deals
10:57 – Assumptions about the loans that are completely off the mark
14:39 – What he recommends to people looking into commercial real estate to prepare them better
Key Takeaways:
“Residential financing, unless you do a big portfolio, your personal credit score, and income is really the most important element to it, obviously, the appraisal needs to come back but your personal debt to income ratio is the driver.” – Anton Mattli
“When it comes to commercial real estate, your personal income doesn’t matter. What matters is the property’s income stream. We call it generally net operating income, that these essentially drives how much the property is valued at, as well as what the so-called debt service coverage will be. And that will determine the loan amount.” – Anton Mattli
“I hope that anyone who is venturing into commercial real estate gets some form of coaching, I do not say necessarily that someone needs to sign up for a coaching class. But, at minimum have a mentor that has it done before.” – Anton Mattli
“The problem if you do not have a mentor, and you just join a coaching class, you may learn all the underwriting tools and teach you how to underwrite the deal, and prepare the proforma. But, very often these coaches are not really teaching the difference between how you underwrite as a buyer, and how a lender underwrites a deal. And very often they make assumptions when it comes to loans that are completely off the mark.” – Anton Mattli
“I would say, really talk to as many people that have done it as possible. If you can, I would recommend, and if you’re comfortable with it, partner up with someone who has already done it.” – Anton Mattli
Connect with Anton Mattli:
Peakfinancing.com
LinkedIn
Facebook
Instagram
Connect with Dave Dubeau:
Property Profits Podcast
www.davedubeau.com
www.investorattractionworkshop.com
Facebook
LinkedIn
Enjoyed the Podcast?
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Friday Apr 30, 2021
Friday Apr 30, 2021
Finding fuel to power you up for success? Are you still running at 40% capacity?
Join me in this episode as we discover how to run in life at 100% maximum capacity.
Checkout: Raising Capital Without Rejection Full-Day Workshop (Online): https://investorattractionworkshop.com/
What you’ll learn from today’s episode:
Find out how one man turns around his past pain into his glory and how we can do the same to run after our dreams
Learn how to run at 100% maximum capacity in life and push your limits
Find out what one fuel we can use to propel us to achieve our dreams
Resources/Links:
Are you looking to attract investors and raise capital for your deals? Get a complimentary copy of Dave Dubeau’s newest book, called ‘The Money Partner Formula’. Get your PDF version at investorattractionbook.com.
Join me for one of my upcoming live one-day virtual workshops. You can register here: https://investorattractionworkshop.com/
Topics Covered:
00:55 – Talking about a book called “Can’t Hurt Me’ by David Goggins
04:36 – How to use your past pain as fuel for your dreams
04:58 – Dave recalling his own pain that fuels his dream to be a successful entrepreneur
05:44 – Pushing your limits, running at 100% maximum capacity, and making a new reality
Key Takeaways:
“One of the ways that we can use for fuel is digging into our past and all that stuff that we’ve kind of pushed down, pushed aside, and pushed away. David says, use that for fuel for pursuing your dream, whatever it is, don’t hide from it, don’t run away from it, don’t mask it, own it, and use it as fuel.” – Dave Dubeau
“Goggins talks about the fact that most of us are running at maximum 40% capacity, 40% of what we’re able to actually do. One of the suggestions he has for getting a glimpse at what 100% looks like is through physical exercise, through doing something physical, that you haven’t done before, or pushing your limits.” – Dave Dubeau
Connect with Dave Dubeau:
Property Profits Podcast
www.davedubeau.com
www.investorattractionworkshop.com
Facebook
LinkedIn
Do you like the show?
Great! Please rate and review it on iTunes.
Tuesday Apr 27, 2021
Tuesday Apr 27, 2021
Nicole Edmonds began investing in real estate in 2012 after graduating from The University of Western Ontario’s Biology Program. She has invested in both passive and active real estate strategies, including land development projects, syndicated mortgages, student rentals, apartment buildings, and renovation projects, often taking on joint venture partners. She was able to quit her full-time job 3 years ago and now chooses to spend her time traveling, hiking, and working on her bus conversion.
In this episode, Nicole shares how she started in real estate focusing on student rentals and then moving up to multifamily properties, which she prefers best; it generates cash flows for her every time. Not only that, she keeps herself diversified as she ventured into syndicated mortgages, land development, and even bus conversion. All these make her an active and passive investor at the same time, all giving her a good return on investment.
Checkout: Raising Capital Without Rejection Full-Day Workshop (Online): https://investorattractionworkshop.com/
What you’ll learn in just 17 minutes from today’s episode:
Learn how multifamily properties rakes in cash flows for you without having to worry over vacancies
Find out how syndication mortgage gives you passive income and a return that pays handsomely
Find out how she was able to quit her full-time job after only two years and still progressively going forward to this day
Resources/Links:
http://www.investwithnicole.com/
Topics Covered:
01:17 – What investing strategies she’s focusing on at the moment
02:12 – How she jumped off to real estate after graduating with a Biology major
03:48 – How and why she started buying turnkey rental properties
04:38 – Buying an already up and running property with no renovations needed
05:15 – What her positive cash flow was after expenses from those rental properties
05:47 – Transitioning from student rentals to multi-family properties
06:59 – Why she sold her student rental properties and focused on
08:59 – How it looked like when she just started in real estate
09:42 – Taking on both sides of being an active and passive investor
11:15 – How long did she quit her full-time job after getting into real estate
11:45 – What is a syndicated mortgage?
12:33 – How to make use of your money which is just sitting there
13:27 – Also doing private mortgage aside from syndicated ones
14:32 – Going the speculative strategy with her investments in the US
16:42 – With the experience she has now, what’s one thing she wouldn’t have done
18:33 – How the shuttle bus conversion has taken up her time these days
Key Takeaways:
“With multifamily properties, I started to see and I was learning and understanding that if you have a vacancy, say in your triplex, you probably only have one unit that’s gone vacant, and you’re still collecting income from two other units. So, the risk is different. It’s better when it comes to multifamily.” – Nicole Edmonds
“Even the cash flow formulas just kind of work better when you move toward multifamily properties.” – Nicole Edmonds
“When I was starting, I would describe myself as a very conservative investor because I needed to make sure that these properties were paying for themselves. The income I was making for my job and the cash I had on was not enough to sustain these properties if I had a prolonged vacancy, or if I ran my numbers wrong, or if the repairs and maintenance were higher than I had anticipated. I needed to focus on high cash flow that these properties could completely sustain themselves without me having to put money into it.” – Nicole Edmonds
“I’ve done syndicated mortgages, they’re usually short-term lending opportunities, like one to two years, and the ones that I’ve done has paid between 14 and 19% per year.” – Nicole Edmonds
“If you’ve got some fund sitting there and want to have your money working all the time, you don’t want it sitting in your bank account. Invest it out, you make 15%, maybe while you’re working on another renovation project or something, and then keep your money working for you.” – Nicole Edmonds
Connect with Nicole Edmonds:
investwithnicole.com
Email: nicole@investwithnicole.com
Connect with Dave Dubeau:
Property Profits Podcast
www.davedubeau.com
www.investorattractionworkshop.com
Facebook
LinkedIn
Enjoyed the Podcast?
Please subscribe on iTunes for updates
Friday Apr 23, 2021
Friday Apr 23, 2021
Fear of rejection — who doesn’t have that?
But, in this episode, let me show you how to overcome that fear and take out that rejection.
Checkout: Raising Capital Without Rejection Full-Day Workshop (Online): https://investorattractionworkshop.com/
What you’ll learn from today’s episode:
Find out which old marketing tradition you should avoid doing away with massive rejection
Learn about action steps on how to have adult conversations with prospects to get them to invest with you
Find out marketing ideas to help you turn rejections into referrals
Resources/Links:
Are you looking to attract investors and raise capital for your deals? Get a complimentary copy of Dave Dubeau’s newest book, called ‘The Money Partner Formula’. Get your PDF version at investorattractionbook.com.
Join me for one of my upcoming live one-day virtual workshops. You can register here: https://investorattractionworkshop.com/
Topics Covered:
00:29 – The biggest bottleneck that gets in the way of great real estate entrepreneurs
01:33 – Many reasons why we hold fear in us
01:51 – Dave sharing his own experience of rejection
03:51 – Using the marketing idea to attract capital investors
04:30 – The old traditional way of doing marketing that will surely get you a big rejection
04:54 – Get smart and use marketing
Key Takeaways:
“The biggest bottleneck that gets in the way of otherwise really, really smart, talented, forthright, great real estate entrepreneurs — it’s this issue of the fear of rejection.” – Dave Dubeau
“Most of us have this fear of rejection but it holds us back from so much.” – Dave Dubeau
“I realized that I could apply marketing to what I was doing, and get people to come to me kind of pre-interested in what I had, instead of me having to push it on them. And that, that made a complete difference with not only that business but every business I’ve ever been in.” – Dave Dubeau
“Once I got into using other people’s money for my own real estate deals, and realize that there are lots of investors out there, I said, Hey, why don’t I apply this whole marketing idea to attracting investors raising capital. It works just as well.” – Dave Dubeau
“Time and circumstances might change their minds. It might not make sense right now, six months down the line, a year down the line, it very well could make sense for them then. It’s still not a rejection. It’s just not right for them at this time. And who knows, that might even turn into a referral if you do it right.” – Dave Dubeau
Connect with Dave Dubeau:
Property Profits Podcast
www.davedubeau.com
www.investorattractionworkshop.com
Facebook
LinkedIn
Do you like the show?
Great! Please rate and review it on iTunes.
Tuesday Apr 20, 2021
Tuesday Apr 20, 2021
Cora Cristobal is a real estate professional, real estate investor, real estate mentor, best-selling author, speaker, and Founder of Toronto Women’s Club.
In this episode, Cora shares the cash-flowing properties she invests in and how she was very profitable the first time she ventured into real estate. She also talks about her goals of getting more women into real estate and more importantly, the mindset you need to have, and the key things you need to do to ensure your way to becoming wealthy.
Checkout: Raising Capital Without Rejection Full-Day Workshop (Online): https://investorattractionworkshop.com/
What you’ll learn in just 17 minutes from today’s episode:
Find out the cash-flowing investment strategy that will help you get started in real estate and gives you the profit you can imagine even on your first venture
Learn the mindset to embody when getting into real estate to get the best route to becoming wealthy
Find out the belief system you need to absorb to thrive and succeed in real estate
Resources/Links:
Get a 30-minute complimentary session with Cora. Click here: https://realestateinvesting.gr8.com/
Topics Covered:
01:41 – Focusing on cash-flowing properties
02:26 – Her bread and butter being single-family homes
03:49 – The goal of having more women in real estate and the barrier facing women to be in it
04:45 – A backstory on how she got started in real estate
06:07 – How her first venture turned out to be very profitable
06:58 – How she did well in real estate back in the Philippines
08:17 – The story that prompted her family to move to Canada
10:39 – How she got started in real estate in Canada
12:00 – How does real estate in the Philippines differ from Canada
13:11 – The first cash-flowing property she bought in Canada
14:07 – Pre-construction as her focus now in both Canada and the US
14:59 – Why mindset is essential in getting into real estate
16:24 – The message she sends across women who are not into real estate
Key Takeaways:
“My bread-and-butter kind of deals should be cash flowing. I don’t focus much on appreciation, although it’s a big factor when I decide where to buy and what to buy. But if I have to get the property, they must be cash flowing for me.” – Cora Cristobal
“Everything starts from the mindset. Who are you hanging out with, it’s very important. And I hung out with my husband and people who believe in real estate. For a regular person who does not have that exposure, it’s very hard to switch their mentality. And I got a mentor in real estate to be really a millionaire.” – Cora Cristobal
“My message is for people to keep growing themselves, to keep investing in yourself, and be careful with the people who you hang around with.” – Cora Cristobal
“Education will come not only from reading books or going to seminars but also from the people that you normally associate yourself with. Because if people will tell you, you’re crazy, real estate is very dangerous, then that’s what you get. But the people who will encourage you to say, go in real estate, that’s the best route to becoming wealthy.” – Cora Cristobal
Connect with Cora Cristobal:
torontowomensclub.ca
LinkedIn
Facebook
Connect with Dave Dubeau:
Property Profits Podcast
www.davedubeau.com
www.investorattractionworkshop.com
Facebook
LinkedIn
Enjoyed the Podcast?
Please subscribe on iTunes for updates
Friday Apr 16, 2021
Friday Apr 16, 2021
Real estate has a lot of benefits. There is not any other investment out there that gives us so much amount of control over it.
But the challenge is, not many people understand real estate and its advantages. How do we go about raising capital not focusing so much on ourselves but the investors?
Join me in this episode as we delve into our patriotic duty towards educating investors.
Checkout: Raising Capital Without Rejection Full-Day Workshop (Online): https://investorattractionworkshop.com/
What you’ll learn from today’s episode:
Find out why you have a patriotic duty to educate people about real estate deals
Discover about the benefits you get from real estate you wouldn’t find in any other investment choices
Find out how other investment vehicles fare compared to real estate
Resources/Links:
Are you looking to attract investors and raise capital for your deals? Get a complimentary copy of Dave Dubeau’s newest book, called ‘The Money Partner Formula’. Get your PDF version at investorattractionbook.com.
Join me for one of my upcoming live one-day virtual workshops. You can register here: https://investorattractionworkshop.com/
Topics Covered:
00:34 – Rethinking the concept of approaching people to invest with you
01:32 – How investment choices suck for average people
02:41- There are up to eight profit centers in a real estate deal
03:34 – So many benefits in real estate but investors do not understand
04:04 – Have a grown-up conversation with people and allow them an educated decision for themselves
Key Takeaways:
“We’re involved in real estate investing, I don’t know about you, but I firmly believe that a good real estate deal is the best way for everyday folks like you, like me, like our investor partners to get an above-average return on our money backed by a solid, tangible thing, a real piece of property.” – Dave Dubeau
“What other kind of investment out there offers so many different ways to profit?”– Dave Dubeau
“What other investment vehicle out there that we can control, we can exercise so much control over, not that I’m aware of, like a really good piece of property.” – Dave Dubeau
“Here’s the challenge. Our investors don’t understand it. It is our patriotic duty to educate people about our deals, show them what the big benefits are, show them what the risks are as well, and allow them to make an educated decision as to whether they want to invest with you or not.” – Dave Dubeau
Connect with Dave Dubeau:
Property Profits Podcast
www.davedubeau.com
www.investorattractionworkshop.com
Facebook
LinkedIn
Do you like the show?
Great! Please rate and review it on iTunes.
Tuesday Apr 13, 2021
Tuesday Apr 13, 2021
Jesse Fragale is a commercial real estate broker and investor. He started investing in student rental properties a little over ten years ago. As his passion for investing grew, he began investing in single-family homes and condos. Following this, he transitioned to investing in multi-family apartments, and that is his focus today.
In this episode, Jesse shares his on-the-go attitude of going after deals of “If people can do it, I’m pretty sure I could do it.” He shares the mindset of getting scared and doing it anyway. As to him, the deals that he is so most proud of are the ones that he was scared of closing on. And look where it has gotten him now — not only stretching out of his comfort zone but also stretching out on to far better deals out there.
Checkout: Raising Capital Without Rejection Full-Day Workshop (Online): https://investorattractionworkshop.com/
What you’ll learn in just 17 minutes from today’s episode:
Find out how scalable multifamily deals are
Learn how to live a lifestyle you want and not just live every day punching a card around a specific job
Find out how to have the mindset of acting on your fear and becoming successful
Resources/Links:
http://www.jessefragale.com/podcast
Topics Covered:
01:01 – Transitioning from single-family homes to multi-family properties
03:51 – Becoming a broker after years of investing in real estate and what advantage it has given him in running his real estate business
05:29 – Sharing how his first multifamily deal went about
07:33 – How he raised capital for his multifamily deals
09:21 – How did the idea of real estate investing kicked in for him, and who influenced him to pursue it
11:30 – Why his first deal was a student rental property, and how did he do it despite only nineteen then at the time
13:33 – What could be the reason why he sees opportunities and go after them while others do not
14:59 – What mindset has got to do with deals he is most proud of
17:45 – How socializing with like-minded people and listening to podcasts help him in his real estate business
Key Takeaways:
“The move to apartments was the scalability of it. And then I think it was my exposure to the fact like you mentioned, I’m a broker, and my partner, he is a broker specifically in multifamily. So, when you start seeing people do 20, 30, $50 million deals, all of a sudden, the one to five start looking pretty reasonable and achievable.” – Jesse Fragale
“I was thinking how does my Dad’s friend afford those big cars. I found out that he owned like 25 single-family rental properties. And that was kind of my first window into this idea that you don’t have to go punch a card every day or have a specific job, you can actually be a business owner or be a landowner.” – Jesse Fragale
“It wasn’t till years later in university that I saw that friends of mine were renting out places to other friends that they lived with and sometimes your buddies, their parents buy a house in a student residential town, and then they rent out to their friends. So, once I saw that, it kind of all clicked.” – Jesse Fragale
“I think the thing that I try to tell people getting into real estate is kind of push yourself to think that there are certain deals that you think you can do right now where you don’t think you can do. And you really can actually go a couple of steps further past that point of comfort.” – Jesse Fragale
“The reality is, once you start seeing yourself as having the ability to buy a seven-unit — that means maybe going out to see it, walking the building, going with the agent having those conversations. It becomes more and more part of your DNA or part of your identity.” – Jesse Fragale
“I know it sounds somewhat far-fetched, but I found that I have always been most proud of deals, looking back. And it’s been the ones that I was the most uncomfortable and slightly scared about closing on.” – Jesse Fragale
Connect with Jesse Fragale:
Jessefragale.com
Instagram
LinkedIn
Twitter
YouTube
Connect with Dave Dubeau:
Property Profits Podcast
www.davedubeau.com
www.investorattractionworkshop.com
Facebook
LinkedIn
Enjoyed the Podcast?
Please subscribe on iTunes for updates
Friday Apr 09, 2021
Friday Apr 09, 2021
Having to reinvest with you is a lot easier and less costly than generating new investors.
How do you keep communication consistent by staying in front of them, under promise but overdeliver, setting realistic expectations but delivering dream results every time, and getting them to invest over and over again?
This second part of capital activators has got you covered.
Checkout: Raising Capital Without Rejection Full-Day Workshop (Online): https://investorattractionworkshop.com/
What you’ll learn from today’s episode:
Find out how to make your prospects decide to invest with you without being pushy with them
Learn how to go the extra mile with your prospects and build lasting relationships
Discover how to make you a hero with your investors your raving fans
Resources/Links:
Are you looking to attract investors and raise capital for your deals? Get a complimentary copy of Dave Dubeau’s newest book, called ‘The Money Partner Formula’. Get your PDF version at investorattractionbook.com.
Join me for one of my upcoming live one-day virtual workshops. You can register here: https://investorattractionworkshop.com/
Topics Covered:
00:29 – How to deliver the dream results
01:17 – Under promise but overdeliver
01:44 – What to keep in mind when doing investor presentation
04:50 – How to turn your investors into raving fans willing to reinvest with you
06:01 – What’s in the capital activator number six
09:37 – What’s with referrals as capital activator number eight
12:12 – Managing unrealistic expectations
13:05 – How to help our investors make it easy for them to refer us
15:18 – What this whole idea of the ‘before’, ‘during’, and ‘after’ units in your business
15:45 – They’re going to act on their timeline, not on my timeline
17:12 – What you can do to make them decide to invest with you
17:48 – Having that proactive marketing stance
20:00 – A matter of planting seeds constantly
Key Takeaways:
“If you under-promise, it makes it a lot easier to over-deliver.” – Dave Dubeau
“A big problem I see with a lot of folks when they’re doing their investor presentation is that the case study they use is one of their home runs. Or if they’re a brand-new investor, they’re showing somebody else an example, that was a home run. That’s the temptation, I’ve made that mistake myself.” – Dave Dubeau
“What you want to do instead is just show a plain Jane deal. And if possible, and the numbers are still attractive, knock it down a few notches so that you have a good opportunity when you do an actual deal with them to over-deliver.” – Dave Dubeau
“When you’re showing a deal to a prospective investor, I would highly recommend that you base your projections on the national average, not on what’s happening locally, right this moment.” – Dave Dubeau
“How do we surprise them after we’ve wrapped up the deal. Here’s one way you can do it, once you’ve given them their final check, let’s say the deals are done, don’t just give them the check. But give them a thank you gift as well. Take a little bit of that profit and invest in that relationship, it will go a long way.” – Dave Dubeau
“Once the deal is done, they’re really not expecting anything more from you. So, if you deliver something more after the transaction is over, you’re really going to stand up.” – Dave Dubeau
“You’re not going to convince anybody to invest with you, you’re not going to convince them to do that, they’re going to make up their own mind that it’s a good idea to invest with you.” – Dave Dubeau
Connect with Dave Dubeau:
Property Profits Podcast
www.davedubeau.com
www.investorattractionworkshop.com
Facebook
LinkedIn
Do you like the show?
Great! Please rate and review it on iTunes.
Tuesday Apr 06, 2021
Tuesday Apr 06, 2021
As an Independent Mortgage Specialist with Mortgage Alliance Enrich Mortgage Group and a Legacy Certified Financial Life Planner in Calgary, Keith Uthe’s daily objective is to fulfill his personal life vision: ‘Everyone Shall Live a Life of abundance’. His goal in every conversation that he has is to impact that person’s life to help him towards a life of abundance. His experience, training, and knowledge as a Real Estate Investor, Certified Real Estate Investment Adviser, and Mortgage Associate all play a part in what he gives to those he works with.
In this episode, Keith talks about how the Smith Manouever gives you an advantage of tax savings. While you gain income from investments you have, you can also use as a tax credit the interest you pay for your mortgage. At the same time, if you want to build a fund for your retirement, this is also the best way to accelerate it.
Checkout: Raising Capital Without Rejection Full-Day Workshop (Online): https://investorattractionworkshop.com/
What you’ll learn in just 17 minutes from today’s episode:
Learn how to take advantage of the Smith Manouever to lessen your taxes
Learn which deals you can best use your money to earn income
Find out the tax savings you can get from using the Smith Manouever
Resources/Links:
https://www.demystifyingmortgages.com/
Topics Covered:
01:41 – What is the Smith Manouever, and what was the objective behind creating it?
03:08 – How does it differ or relate to the one in the US
04:26 – How does the Smith Manouever work
07:13 – First key thing you need to know about Smith Manouever
07:39 – What is a readvanceable mortgage
08:30 – The second key thing to consider in the Smith Manouever
08:52 – What is the third key thing to take into account with the Smith Manouever?
09:39 – Where does your money work best
10:26 – The intent is to use the money to earn income
11:29 – How is the Smith Manouever done
13:06 – Why would you put your money in a high-interest savings account and earn less than you’re paying on interest?
16:10 – What to consider when doing the initial set up of your Smith Manouever account
16:34 – To whom does this Smith Manouever work best for
Key Takeaways:
“One first key thing in Smith Manouever is, you need to use a readvanceable mortgage product.” – Keith Uthe
“The second key thing is, you have to have at least 20% equity in your home to be able to get the readvanceable mortgage setup.” – Keith Uthe
“The third key thing you have to consider is that the funds that you would take from your pay down of your mortgage to invest have to be invested into non-registered investments.” – Keith Uthe
“The advantage of converting your mortgage, and being able then to deduct the interest on your mortgage against your income, that’s where the rubber hits the road, you start to see those big gains.” – Keith Uthe
“It does take diligence, and it does take the responsibility, but the tax savings are huge.” – Keith Uthe
“The initial setup does take some guidance. But, that’s why we’re working with a Smith Maneouver Certified Professional, as a mortgage broker, as an accountant, as a financial planner, as those are important things. You want everybody that understands what the objective is, and all work together in the same sandbox to achieve the result to the client.” – Keith Uthe
“If they’re currently trying to do something to build a retirement fund for their future, Smith maneuver is a way for them to be able to help accelerate that.” – Keith Uthe
Connect with Keith Uthe:
demystifyingmortgages.com
LinkedIn
Connect with Dave Dubeau:
Property Profits Podcast
www.davedubeau.com
www.investorattractionworkshop.com
Facebook
LinkedIn
Enjoyed the Podcast?
Please subscribe on iTunes for updates
Friday Apr 02, 2021
Friday Apr 02, 2021
Getting prospects to invest with us is not an overnight game. You’ve got everything all planned and mapped out.
The tendency is, we focus on those who will invest with us right now. We should remember that, not always, just because we are ready, they are, as well. They’re not ready just yet.
And before we lose up to someone else having good plans for their money, let’s stay top of mind with them and make it easier for them to take action with us.
How exactly do we do that? In this two-part series of Free Flow Friday, let’s uncover the capital activators and get them activated.
Checkout: Raising Capital Without Rejection Full-Day Workshop (Online): https://investorattractionworkshop.com/
What you’ll learn from today’s episode:
Discover the three main business categories that will help you map out your marketing plan to onboard investors
Learn about the marketing strategies that compel your prospects to book a call with you
Find out recommended action steps that will earn you your prospects’ trust and ultimately invest with you
Resources/Links:
Are you looking to attract investors and raise capital for your deals? Get a complimentary copy of Dave Dubeau’s newest book, called ‘The Money Partner Formula’. Get your PDF version at investorattractionbook.com.
Join me for one of my upcoming live one-day virtual workshops. You can register here: https://investorattractionworkshop.com/
Topics Covered:
00:31 – Dave’s recommending of Dean Jackson
02:39 – Three main business categories
04:10 – What is the ‘before unit’ all about
04:21 – The ‘during unit’ — what it looks like
04:43 – What it entails in the ‘after unit’
05:43 – What is the capital activator number one – creating curiosity and desire
07:34 – The second capital activator — what’s in it for them
08:27 – What’s the fastest way to do the second capital activator
09:54 – The third capital activator – how to stay top of mind with vital people
10:39 – What is one thing to remember with the third capital activator
11:20 – When will the investor pull the trigger and invest with you
13:26 – One big tip to stay top of mind
13:37 – What should be the goal of your marketing
14:10 – Why you need to have a specific CTA
16:33 – Dave’s recommendation on how to keep consistent communication with your prospective investors
Key Takeaways:
“The ‘before unit’ is all about finding the investors, identifying the perfect investors, educating them, and motivating them to reach out to us the first time.” – Dave Dubeau
“The ‘during unit’ is where we deliver the experience, whatever that looks like. So that could be starting with a first meeting, getting them to invest with you, that whole process, the duration of that time of them actively investing with you.” – Dave Dubeau
“The ‘after unit’ is all about really maximizing the experience, focusing on that lifetime worth of an investor. So, it’s all about really working on that, getting repeat business from that investor, getting for them to reinvest with us getting testimonials from them, and referrals.” – Dave Dubeau
“Capital activator number one, according to Dean, and I completely agree with is, we’re going to be much more effective if we select a single target market to focus on. From my perspective, the easiest money, the most logical money to go after first and the safest money to go at first, is that which is within our sphere of influence.” – Dave Dubeau
“Capital activator number two, compelling our best prospects to reach out to. This is what our marketing is all about. All of our marketing is designed to get people to put up their hand, self-identify, and ideally, click on the button that says, book a call with one of you.” – Dave Dubeau
“We need to focus on what’s in it for them. It’s not just all about how great we are, how smart we are, how much experience we have, we have to tie all of that into what’s in it for the other person, what makes this a good compelling thing for them.” – Dave Dubeau
“It’s all about that constant and consistent communication. I always recommend you should be working out to where you’re having at least four communications a month, always staying top of mind. Keep it light, keep it entertaining, a little bit educational, hopefully, a little bit entertaining, interesting.” – Dave Dubeau
Connect with Dave Dubeau:
Property Profits Podcast
www.davedubeau.com
www.investorattractionworkshop.com
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