Wealth Strategy Secrets of the Ultra Wealthy Podcast

Unlocking Real Estate Riches: Corey Peterson’s Insights to Multifamily Mastery

Today we have an incredible guest joining us, Corey Peterson. Corey is the CEO and Founder of Kahuna Investments, a name synonymous with real estate success. With a career spanning 13 years in the multifamily arena, Corey's expertise shines as he shares how he's acquired over $225 million in real estate assets nationwide and raised a staggering $95 million in private equity.
But that's not all, Corey's impact goes beyond his impressive portfolio. He's a bestselling author with books like "Copy Your Way To Success – Standing on the shoulders of Giants" and "Why the Rich Get Richer," which offer invaluable insights into his journey and strategies. 
In this compelling episode, Corey dives deep into the secrets of his remarkable success. He opens up about his multifamily journey, starting from his early days and the pivotal moments that ignited his passion for real estate. Corey shares how he harnessed his determination to build Kahuna Investments from the ground up, acquiring over $230 million in real estate assets across the nation.
One of the key takeaways from this conversation is Corey's emphasis on passive investing. He elaborates on how he strategically partners with passive investors to create thriving apartment communities that offer both stable cash flow returns and long-term capital appreciation. 
Corey's insights into the art of building these partnerships and nurturing a win-win environment for all parties involved offer a blueprint for those aspiring to make their mark in real estate.
In this episode, we discuss:
Corey's early days in real estate and pivotal moments
His strategic approach to achieving both stable cash flow returns and long-term capital appreciation.
The power of strategic partnerships
Expert advice and actionable strategies to excel in Multifamily
Connect with Corey Peterson:
Free book: Text the work “book” to +480 500 1127
Website: https://kahunainvestments.com/ 
Linkedin: https://www.linkedin.com/in/corey-peterson/ 
Facebook: https://www.facebook.com/kahunacashflow 
Instagram: https://www.instagram.com/kahunacashflow/ 
Podcast: https://open.spotify.com/show/7rXm0lP3DelWI6I6yhHidD 
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get your FREE copy of the book here: https://holisticwealthstrategy.com/ 
 

Real Estate Maverick’s Masterclass: Unveiling Multifamily Millions with Josh Cantwell

Today we have a true real estate titan: Josh Cantwell. He's not just a real estate investor; he's a maestro of multifamily transactions, a mentor to countless aspiring investors, and the host of the illustrious Accelerated Investor Podcast, where he's chatted with some of the biggest names in the business world, from Kevin O’Leary to Barbara Corcoran and even Donald Trump Jr. Now that's a lineup that's hard to beat!
Josh is the CEO of Freeland Ventures and founded Strategic Real Estate Coach in 2007, a platform that allowed him to share his wisdom and guide countless apprentice partners and students toward their own real estate triumphs.
In this captivating conversation, Josh peeled back the layers on his transition from financial markets to real estate, sharing how his expertise in capital raising became a potent tool in his real estate endeavors. He shared how he turned the corner from traditional investing to multifamily deals, offering invaluable advice on locating and seizing the most lucrative opportunities. 
Josh walked us through his systematic approach to structuring multifamily transactions, sharing tactical insights on negotiation strategies that have consistently secured him profitable deals. 
This episode is a masterclass in real estate entrepreneurship, imparting lessons that extend far beyond property transactions and into the realm of true wealth mastery.
In this episode, we discuss:
Tactical insights into multifamily deals
The importance of community and building relationships
Structuring and syndication of multifamily transactions in the current market
The success formula of Peak Performance 
 
Connect with Josh CantwellPodcast: https://acceleratedinvestorpodcast.com/
Linkedin: https://www.linkedin.com/in/joshcantwell/ 
Facebook: https://www.facebook.com/srecnow/ 
Instagram: https://www.instagram.com/josh.cantwell/ 
Strategic Real Estate Instagram: https://www.instagram.com/srecnow 
Youtube: https://www.youtube.com/@SRECvideo 
Email: acceleratedinvestorpodcast.com 
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get you FREE copy of the book here:https://holisticwealthstrategy.com/ 

The Path to Abundance: Unveiling the Passive Income Blueprint with Travis Watts

Today's guest is the incredible Travis Watts, a true luminary in the realm of passive income and real estate investing. Travis is not just an investor, he's a full-time advocate for those who are looking to adopt a more hands-off approach when it comes to real estate ventures.
As the Director of Investor Education at Ashcroft Capital, Travis spearheads the mission to educate investors about the remarkable potential of hands-off investing in the multifamily real estate space. And what's truly remarkable is that they handle the day-to-day intricacies, even managing residents through their in-house property management company.
In this captivating episode, Travis delves into his personal journey, shedding light on his transition from an active real estate investor, juggling single-family homes and various property types, to a burnout in 2015 that led him to seek a more sustainable path. Travis then emerged as a fervent advocate for passive real estate investing, specializing in multi-family apartment complexes.
Why multi-family properties, you ask? Travis enlightens us with compelling reasons: a soaring demand for apartments, risk-adjusted returns, tantalizing tax advantages, the prospect of appreciation, monthly dividends from rental income, and the inherent potential to cultivate lasting wealth.
So, whether you're an experienced investor or just starting on your wealth-building journey, this episode with Travis Watts is an absolute must-listen. 
In this episode, we discuss:
Travis's background and transition
Benefits of passive multi-family investing
Active investing vs passive investing
The vision of long-term wealth for financial freedom
Connect with Travis:
Free 15-Min Call: www.calendly.com/traviswatts  
Instagram: https://www.instagram.com/passiveinvestortips 
Facebook: https://www.facebook.com/passiveinvestortips 
LinkedIn: https://www.linkedin.com/in/traviswatts1234 
YouTube: https://www.youtube.com/@travwat 
Podcast: https://www.bestevercre.com/podcast/tag/passive-investor-tips 
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com  
Get you FREE copy of the book here:https://holisticwealthstrategy.com/ 

Discovering Rare Wealth: Investing in Strategic Metals for Unprecedented Returns with Louis O’Connor

Our guest for this episode is Louis O'Connor, the Founder and Principal of Strategic Metals Invest. Louis brings a unique perspective to the table, as his company is the sole industry supplier worldwide that allows private investors to not only purchase but also profit from owning Strategic Metals.
Louis delves into the mechanics of how Strategic Metals Invest operates, explaining how private investors can get involved, the benefits of diversifying into this unique asset class, and the strategies his company employs to keep this momentum going.
Louis dives deep into this innovative investment approach, drawing parallels to the traditional Precious Metals market. Instead of just investing in Gold, Silver, and other precious resources, you can now get your hands on Strategic Metals – a concept that has been outperforming even the well-known market indices. 
One of the most intriguing aspects that Louis highlights is the relative obscurity of this investment avenue, particularly in North America. Louis and his team, being based in Europe, are on a mission to bridge this gap by offering North American clients access to geographic diversification that's sorely needed in their portfolios.
This episode is a must-listen for anyone seeking to explore new investment horizons and capitalize on the often-overlooked opportunities in the world of Strategic Metals.
In this episode, we discuss:
The mechanics of Strategic Metals Investment infrastructure
Supply and demand of precious metals
The risks involved and Tax efficient strategies for this asset class
The unique opportunities in precious metals and the importance of diversification of asset class.
Connect with Louis:
Website: https://strategicmetalsinvest.com/ 
Facebook: https://www.facebook.com/StrategicMetalsInvest 
Linkedin: https://www.linkedin.com/in/louis-o-connor-a583341b8 
Youtube: https://www.youtube.com/@strategicmetalsinvest 
Email: louis@strategicmetalsinvest.com  
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get you FREE copy of the book here:https://holisticwealthstrategy.com/ 
 

Unveiling the Secrets of the Ultra Wealthy: Mastering Generational Wealth, Extreme Tax Planning, and Asset Allocation with Paul Karger

Today, we have an incredible guest joining us. Paul Karger, the Co-Founder and Managing Director of TwinFocus, a prestigious Boston-based wealth advisory firm. With over $7 billion under his management, Paul is no stranger to handling the finances of ultra-high-net-worth families and individuals.
Before Paul founded TwinFocus in 2006, he had already built an impressive career at UBS, where he established The Karger Group and led a team providing counsel to global high-net-worth families. 
Throughout this episode, we'll dive into Paul’s effective investment insights, tax strategies, when to start succession planning, creating an effective portfolio and allocating assets. Paul's day-to-day activities revolve around partnering with TwinFocus' key clients, guiding them through complex business, financial, and life decisions. 
Beyond discussing his journey and the creation of TwinFocus, Paul is well-versed in a wide range of topics related to investing, building wealth, generational wealth planning, and extreme tax planning. His clients include some of America's wealthiest families and CEOs, giving him a unique perspective on managing substantial wealth.
Whether you're a seasoned investor or someone just starting on their wealth-building journey, this episode promises to be a wealth of knowledge!
In this episode, we discuss:
Paul's background and journey to becoming the Co-Founder and Managing Director of TwinFocus
Extreme tax planning strategies and tips for optimizing tax efficiency for ultra-high-net-worth individuals.
Tips for creating a well-balanced investment portfolio and allocating assets effectively.
The range of services offered by TwinFocus, including advising clients on complex business, financial, and life decisions.
 
Connect with Paul Karger: 
Website: https://twinfocus.com/paul-karger/   
Linkedin: https://www.linkedin.com/in/paulkarger   
Instagram: https://www.instagram.com/twinfocused/ 
Email: pk@twinfocus.com
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get you FREE copy of the book here:https://holisticwealthstrategy.com/ 

Exploring Alternative Assets: Accelerating Wealth Growth with Jason Nees

Today, we had the pleasure of hosting Jason Nees, a seasoned financial expert with an impressive background. Jason's journey began as a financial advisor at renowned investment firms like Morgan Stanley and Merrill Lynch. During his tenure of over a decade, he assisted countless investors in meticulously planning and strategizing their financial futures.
However, Jason's career took an intriguing turn when he was presented with a unique opportunity. He was recruited to assist in raising capital and lead the business development team for a consumer finance company. Over the course of several years, Jason successfully raised over $300 million in capital, showcasing his exceptional financial acumen and ability to navigate the intricacies of capital markets.
In this captivating episode, Jason Nees sheds light on the benefits of alternative assets and how they can play a pivotal role in wealth-building strategies. We delve into the world of tax-efficient investments, consistent cash flows, and uncover additional upside potential.
With a newfound focus on tax efficiency, consistent cash flows, and potential upside, Jason delved into the world of alternative assets. He became an avid investor in these unconventional asset classes, discovering their potential to accelerate wealth growth while maintaining tax advantages.
If you're keen on expanding your financial horizons and discovering how to grow your wealth through innovative investment approaches, this episode is a must-listen! 
In this episode, we discuss:
Jason Nees' background as a financial advisor at prestigious investment firms like Morgan Stanley and Merrill Lynch.
The pivotal role of alternative assets in wealth-building strategies.
His top 3 due diligence points.
Dealing with windfall profits and navigating significant tax liabilities.
 
Connect with Jason Nees:
Linkedin: https://www.linkedin.com/in/jnees/ 
Email: jason@pantheoninvest.com   
Contact: 913-961-4361
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com     
Get you FREE copy of the book here:https://holisticwealthstrategy.com/ 

Empowering Financial Freedom: Unleashing the Secrets of The Shred Method™

Today we had the privilege of sitting down with the incredible Adam Carroll. Adam is a true financial literacy expert, celebrated author, and captivating speaker, having delivered over 1,000 speaking engagements worldwide.
He is the visionary behind The Shred Method™, a fintech company that empowers individuals and families to achieve remarkable debt freedom at an exceptional speed. This innovative approach to financial freedom is reshaping how people perceive money, education, and personal growth.
Throughout the conversation, Adam shared his wealth of knowledge and his dedication to revolutionize financial literacy. We delved into Adam's journey and the pivotal role he's played in the field of finance, particularly through his thought-provoking TED talks, which have garnered a staggering 6 million views on YouTube. 
One of the highlights of the conversation was Adam's vision behind The Shred Method™. He detailed how this fintech company empowers individuals and families to liberate themselves from debt quickly, providing practical strategies to achieve financial freedom.
Don’t miss this empowering conversation with one of the most influential financial experts of our time.
In this episode, we discuss:
The importance of financial literacy. Emphasizing the crucial role of money as it sets the foundation for a secure financial future.
Uncovering The Shred Method™
Adam's personal principles for financial success and independence. 
The significance of smart financial habits and informed decision-making to build lasting wealth.
 
Connect with Adam Carroll:
Personal Instagram: www.instagram.com/Adam.Carroll 
Business Instagram: www.instagram.com/The.ShredMethod 
Linkedin: https://www.linkedin.com/in/adamcarrollspeaks/ 
Youtube: https://www.youtube.com/adamcarrollspeaker 
 
The Shred Method: www.TheShredMethod.com 
Website: www.AdamCarroll.info 
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com
Get you FREE copy of the book here:https://holisticwealthstrategy.com/ 

The Ultimate Wealth Strategy Secrets of the Ultra-Wealthy: Insights from Michael Sonnenfeldt, Chairman & Founder of TIGER 21

In this episode, we have Michael W. Sonnenfeldt, an American entrepreneur, philanthropist, and political activist. He is the Chairman and Founder of TIGER 21, the premier peer membership organization for high net worth wealth creators and preservers.
Michael is also an accomplished author, having written the acclaimed book "Think BIGGER and 39 other Winning Strategies from Successful Entrepreneurs," which was published by Bloomberg/Wiley in September 2017. 
During our conversation, we explore some of the key insights from his investing experience and how they can be applied to achieve financial success. Michael brings a wealth of knowledge and experience to the table.
Michael also emphasized the significance of meditation, particularly when it comes to making financial decisions. He highlighted how incorporating meditation practices into his daily routine has positively impacted his ability to navigate the complex world of wealth creation.
Join us as we dive deep into Michael Sonnenfeldt's wealth strategies and gain invaluable insights from his vast experience. 
In this episode, we discuss:
Insights into wealth creation and preservation from his role as the Chairman and Founder of TIGER 21
Michael’s current economic outlook and how you can leverage the market today
Meditation as a huge part in making rational choices that align with his financial goals
The importance of peer membership organizations for ultra high net worth individuals in achieving financial success
 
Connect with Michael: 
Linkedin: https://www.linkedin.com/in/michael-sonnenfeldt-84072225/ 
Company Linkedin: https://www.linkedin.com/company/tiger-21/ 
Website: https://tiger21.com/ 
Twitter: https://twitter.com/TIGER21 
Youtube: https://www.youtube.com/channel/UCWqXd_cR_LYDv5pCJUjJ0HA 
Book: Think BIGGER and 39 other Winning Strategies from Successful Entrepreneurs
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get you FREE copy of the book here:https://holisticwealthstrategy.com/ 
Michael Sonnedfeldt's Photo Credits to Coco Jourdana

Maximize Your Wealth Through Tax-Efficient Strategies

Today we have an incredible guest joining us, Mitchell Day, a specialty tax manager with Provision PLC, brings over twenty years of taxation experience to the table. His expertise lies in tax planning for the real estate, construction, banking, and multi-state sectors.
Mitchell's impressive background includes working in various roles in both public accounting and industry. But before embarking on his successful accounting career, Mitchell served as an investment advisor in Canada. This unique perspective allows him to provide valuable insights and strategies to his clients. 
In this episode, Mitchell shares his expertise on a variety of topics, including consolidated returns, tax provision, and income tax planning. His breadth of knowledge and practical experience will provide our listeners with actionable insights to optimize their wealth strategies.
He also talks about understanding unique financial goals, Mitchell identifies how his expertise and knowledge over the years can help people achieve long-term success while maximizing tax efficiency.
Discover tax-efficient strategies that can take your financial goals to new heights.
In this episode, we discuss:
Insights into the process of estimating and accounting for income taxes in financial statements.
Exploring the tax implications and benefits of utilizing structured financing methods in various financial transactions
Proven strategies and approaches for optimizing income tax planning to minimize tax burdens and maximize wealth accumulation
The upcoming changes in tax planning and how you and your business can adapt
 
Connect with Mitchell Day: 
Linkedin: https://www.linkedin.com/in/mitchell-day-bb41b14/ 
Company Linkedin: https://www.linkedin.com/company/provision---wealth-strategies/ 
Website: https://www.provisionwealth.com/ 
Facebook: https://www.facebook.com/provisionplc/ 
Instagram: https://www.instagram.com/provisionplc/ 
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com    
Get you FREE copy of the book here:https://holisticwealthstrategy.com/ 

Navigating The Industrial Real Estate Risks and Advantages

In this episode, we dive into the world of industrial real estate with Joel Friedland, a seasoned investor with over 40 years of experience. Joel shares his valuable insights on weathering economic storms, acquiring assets without debt, raising capital, and finding off-market deals. 
With an impressive portfolio of nearly 100 acquisitions totaling approximately 3 million square feet, Joel's expertise is unmatched. He has raised over $100 million in private capital and facilitated more than 1,600 industrial leases.
Joel sheds light on his remarkable journey of overcoming the challenging 2008 market crash in the real estate industry. Drawing from his experience, Joel discusses the strategies he employed to weather the storm. Through his compelling story, Joel inspires listeners with his resilience, adaptability, and determination to succeed in the face of adversity.
He also talks about the risks involved in industrial real estate as well as valuable perspectives he learned along the way. He understands the potential challenges in the industry, including economic fluctuations, tenant turnover, and property maintenance costs. Joel's seasoned approach, combined with his ability to adapt and find off-market deals allows him to mitigate risks and maximize returns. 
Join us as we explore Joel's journey from his early beginnings to his current role as the Principal at Brit Properties and Brit Asset Management, where he manages a diverse portfolio of properties on behalf of investors!
In this episode, we discuss:
How he successfully navigated the challenges of the 2008 recession and developed strategies for buying assets without relying on debt
The importance of cold-calling and off-market deals to find lucrative investment opportunities
Understanding Industrial leases and the advantages and risks involved in the industry
The importance of making informed decisions 
 
Connect with Joel Friedland: 
Linkedin: https://www.linkedin.com/in/joel-friedland-sior-5508a791/ 
Company Linkedin: https://www.linkedin.com/company/brit-properties 
Website: https://britproperties.com/ 
Youtube: https://www.youtube.com/channel/UCS4CNcUQExJrULBowMwzGEw 
Facebook: https://www.facebook.com/profile.php?id=100064703481200 
Twitter: https://twitter.com/brit_properties 
Contact: https://britproperties.com/contact-us/ 
 
Connect with Pantheon Investments: 
Join the Pantheon Investor Club: https://pantheoninvest.com/investor-signup/  
Website: www.pantheoninvest.com  
Podcast: www.pantheoninvest.com/podcast  
Facebook: https://www.facebook.com/PantheonInvest  
Instagram: www.instagram.com/pantheoninvest  
LinkedIn: https://www.linkedin.com/company/pantheon-invest  
Twitter: https://twitter.com/Pantheon_Invest   
Youtube: https://www.youtube.com/channel/UC8EsPFlwQUpMXgRMvrmbAfQ  
Holistic Wealth Strategy Book: https://www.amazon.com/Holistic-Wealth-Strategy-Framework-Extraordinary-ebook/dp/B0BX4SDMS7/ref=sr_1_1?keywords=holistic+wealth+strategy&qid=1681472301&sprefix=holistic+wealth%2Caps%2C99&sr=8-1  
Email: info@pantheoninvest.com     
Get you FREE copy of the book here:https://holisticwealthstrategy.com/