Omar Khan’s global experience has been leveraged across commercial real estate and capital markets. He has advised on over $3.7 billion of capital financing and M&A transactions. Being a seasoned professional in capital markets (capital financing, M&A, sell-side equity research), strategic planning and operations has provided him with a unique perspective. 

In this episode, Omar will discuss why every potential investor should read and understand the PPM. Find out ways to leverage property tax advantages that will bring down your tax bracket. Learn how real money is made in real estate private equity while investing in deals where there is an alignment of interest with the sponsors.

Links:

• Linkedin
• Boardwalkwealth.com
• Check out the new Invest Like a Boss Summit in Vegas!

Where we are:

• Sam Marks - Tampa, Florida
• Johnny FD - Tbilisi, Georgia

Discussed:

• Private Placement Memorandum: The Sophisticated Investor’s Guide
• The Promote – How the Real Money Is Made In Real Estate Private Equity
• ILAB 105 – Cap Rates – Understanding Real Estate Yields and Valuations
• ILAB 114 – Opportunity Zones – Dissecting the Opportunity in O Zones, with Eddie Lorin

Recommended:

• ArtofFX– Start with just a $10,000 account (reduced from $25,000)
• Fundrise– Start with only $1,000 into their REIT funds (non-accredited investors OK)
• Betterment– Get up to 1 year managed free
• PeerStreet– Get a 1% yield bump on your first loan
• Wealthfront– get your first $15,000 managed free

Time Stamps:

• 01:14 - A brief wine history and traveling Georgia, the country
• 07:05 - What is PPM used for?
• 16:05 - What it takes to put together a PPM
• 19:12 - “Everybody thinks their a genius because in a bull market everybody confuses luck with brains.” - Omar Khan
• 24:32 - Private Placement Memorandum: The Sophisticated Investor’s Guide
• 29:52 - How becoming a real estate agent will cut your taxes in half
• 39:55 - A standard and fair depreciation clause
• 41:03 - “Have low fees and a high equity structure so you get compensated for performance.” - Omar Khan
• 49:15 - Class of limited partners and equity split best practices
• 57:43 - The depreciation method used - Cost segregation
• 1:04:40 - Foreign earned income exclusion & other taxes advantages
• 1:16:53 - The risk of not reading the PPM

If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! 

Copyright 2019. All rights reserved. Read our disclaimer here.

Sam Marks and Johnny FD are self-made entrepreneurs who invest their own money and use modern technology to invest like a boss.

During this episode, Sam and Johnny FD give an inside look into their financially independent lifestyle and share how their current investments are performing. Listen for unique travel stories like when Sam ran with the bulls, Johnny broke his nose, and their experiences after exploring new countries. Listen to the end to hear about Johnny’s first investment in a new startup.

Links:

• Sam’s Running with the Bulls 2019 POV
• Check out the new Invest Like a Boss Summit in Vegas!

Where we are:

• Sam Marks - Kieve, Ukraine
• Johnny FD - Temecula, California

Discussed:

• ILAB 123 – Inside an Accelerator, with Startup Wise Guys’ Jone Vaituleviciute
• ILAB 68 – Municipal Bonds, How Insiders Scale Their Tax-Free Income
• ILAB 63 – Talking CEFs for 9.9%+ Yield with ‘CEF Professor’ Michael Foster

Recommended:

• ArtofFX– Start with just a $10,000 account (reduced from $25,000)
• Fundrise– Start with only $1,000 into their REIT funds (non-accredited investors OK)
• Betterment– Get up to 1 year managed free
• PeerStreet– Get a 1% yield bump on your first loan
• Wealthfront– get your first $15,000 managed free

Time Stamps:

• 02:10 - Earning money to live the life you want
• 05:58 - Summer traveling as a digital nomad
• 08:55 - “The best travel have a balance of a few ingredients: A bit of physical challenge, partying, if possible business/networking, and adventure.” - Sam Marks
• 12:34 - Most livable places to live in Europe
• 15:53 - Running with the bulls bloody mess stories
• 24:17 - Sparing with Ukrainian guys & breaking your nose
• 32:03 - More information on the Invest Like a Boss Summit
• 34:48 - Johnny FD’s current financial net wealth
• 42:17 - Sam Marks Investment update on municipal bonds, annuities, Mapletree, and PeerStreet
• 44:00 - “When you invest in something it takes a few months, sometimes, to kick in start making money.” - Johnny FD
• 48:23 - Startup investment tips and strategy
• 53:46 - Johnny FD’s investment update with index funds, 401K, Art of FX, Bitcoin and FaceBook stock
• 58:33 - New insight into the 5G network
• 1:00:35 - Johnny FD’s first startup investment
• 1:03:09 - Future travel and adventure plans

If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here!

Copyright 2019. All rights reserved. Read our disclaimer here.

Jone Vaituleviciute is a partner at Startup Wise Guys, Europe's most experienced B2B startup accelerator and one of the most active early-stage investors in the Nordics.

During this episode, Jone will reveal details on the 3 month-long on-site mentors driven program held in either Tallinn (Estonia), Riga (Latvia) or Vilnius (Lithuania). Learn how they help teams position themselves to raise the next funding round within 6 months. Find out how founders support themselves during early-stage accelerators and discover your chance of survival as a new startup. Listen to the end for practical use cases of bitcoin and cryptocurrency including insight into the future of blockchain.

Links:

• Startupwiseguys.com
• Linkedin

• Check out the new Invest Like a Boss Summit in Vegas!

Where we are:

• Sam Marks, Johnny FD & Jone Vaituleviciute - Vilnius, Lithuania

Discussed:

• ILAB 75 – Impact Investing – Running the Vatican’s Accelerator with Steve Forte

Recommended:

• ArtofFX – Start with just a $10,000 account (reduced from $25,000)
• Fundrise – Start with only $1,000 into their REIT funds (non-accredited investors OK)
• Betterment – Get up to 1 year managed free
• PeerStreet – Get a 1% yield bump on your first loan
• Wealthfront – get your first $15,000 managed free

Time Stamps:

• 00:34 - The joy and beauty of traveling Vilnius, Lithuania
• 04:05 - Practical use cases of bitcoin, cryptocurrency, and blockchain
• 13:25 - What is an accelerator?
• 15:56 - Attracting quality talent to the local area
• 18:43 - The entire process explained for startups
• 20:15 - What is a term sheet and how do you use it?
• 23:10 - How founders support themselves during early-stage accelerators
• 25:06 - What is your chance of survival as a new startup?
• 26:01 - “80% of our companies, out of a portfolio of 150, continue working on and growing.” - Jone Vaituleviciute
• 26:20 - What happens if your company fails?
• 26:38 - “We haven’t had a bankruptcy in a classical sense amongst our team.” - Jone Vaituleviciute
• 27:12 - Utilizing the portfolio management program
• 28:23 - Demo Day expectations and walkthrough
• 31:46 - Embracing an international family-style network 
• 35:00 - Greetings and farewell in other languages
• 42:01 - Contemplating the future of blockchain

If you enjoyed this episode, do us a favor and share it! Also if you haven't already, please take a minute to leave us a 5-star review on iTunes and claim your bonus here! 

Copyright 2019. All rights reserved. Read our disclaimer here.