Uncategorized Archives - Page 2 of 9

From Stuck to Scaled: Kaaren Hall’s Real Estate Retirement Power Play

August 18, 2025August 15, 2025

I sat down with Kaaren Hall to dig into a topic that blows many experienced investors’ minds—self-directed IRAs. Kaaren is a real estate investor, the author of the BiggerPockets book on self-directed real estate investing, and founder of Udirect IRA Services, which manages around $1 billion in assets. We walked through how she got started in real estate, why most people don’t realize they’ve been able to self-direct retirement accounts for 50 years, and exactly how to roll over funds from a 401k or IRA into a self-directed account. Kaaren shared surprising investment strategies, including syndications, private lending, and even some unexpected past deals, along with critical rules to avoid prohibited transactions. If you’ve ever wondered how to unlock the retirement capital you already have and put it into assets you know and trust, you’ll want to hear every detail of this conversation.

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Kaaren is amazing. I’ve known her for years. I remember the first time I heard her speak about some of the stuff she’s going to share with us here today. She is a real estate investor herself. She is the author of the Bigger Pockets book on self-directed real estate investing. And she is going to talk to us today about her experience and also these self-directed IRAs or STIRAs.

It’s gonna be a lot. It’s gonna be amazing. So make sure you listen to the whole thing. And let’s start at the beginning. So Kaaren, how did you get involved with real estate investing in the first place?

Brian Kiczula Reveals the Tax Move You Can’t Afford to Skip

August 11, 2025August 10, 2025

If you own rental properties and want to keep more of what you earn, this episode is for you. I sat down with Brian Kiczula, a cost segregation specialist, to unpack what cost segs actually are, who can benefit from them, and how new tax law updates for 2025 make this strategy even more powerful. We talk ROI, depreciation myths, and the real numbers behind pulling forward paper losses—without touching your cash flow. Whether you own short-term rentals, long-term buy and holds, or commercial buildings, this one could save you serious money. It’s full of real-life examples, smart cautions, and actionable takeaways.

Hello everyone and welcome back. I’m really glad that you joined me today. Thanks for being here with me.

Thanks for having me.

Get ready for insights to help you scale, systemize, and create more freedom with your real estate investing. And what’s going to be shared with us is something that is really exciting, something I use myself, and something that’s really relevant here in 2029 in our current new tax bill situation. And that is cost segregations. So, let’s start at the beginning. If you could tell me, like, how did you get into cost segregations? And for those that it’s new to them, kind of give us an intro of what does that mean.

The Lie About Scaling Fast (Real Estate Couples Know Better)

July 28, 2025July 27, 2025

This conversation with Jeff and Lexie Bodenmuller is one of the most real, raw, and inspiring stories I’ve ever had the honor of sharing. From investing in rentals at just 18 years old to facing down medical hardships, financial uncertainty, a pandemic, and even a hurricane, their journey shows how real estate can be more than a business—it can be a lifeline. Whether you’re investing with a spouse or figuring out how to bounce back from life’s curveballs, their story is packed with powerful insights, lessons learned the hard way, and real strategies for scaling while staying grounded. If you’ve ever wondered whether it’s all worth it, this episode will absolutely inspire you to keep going.

Hey everyone, I am Adrienne Green and today I’m really excited to have with me Jeff and Lexie. Thank you guys for joining me.

Thank you so much for having us.

Yeah. So excited to be here.

Jeff and Lexie have a really great story about their investing journey. They have a lot of grit. They have a lot of real life situations. There’s nothing overly fake or fancy here. It’s just real life how they made it happen, which I absolutely love for them to share. And for all of you who invest with your spouse, they’re going to share a lot of wisdom about that and lessons learned along the way. Buckle up and pay attention as we go through.

The Off-Market Deal That Started It All: How Sarah Built Wealth on Her Terms

July 21, 2025July 17, 2025

When Sarah Bratcher joined me for this episode, I knew we were in for a powerful story. Sarah’s a real estate investor, bookkeeper, and mom of two—someone who’s walked the road from debt to financial freedom with remarkable honesty and clarity. We talked about how she pivoted from corporate life into building a rental portfolio, investing in a laundromat, and running a bookkeeping business. She shares the mindset shifts that helped her succeed, what it’s like to invest in a small town, and how she balances it all with her family—including her son’s rare medical journey. If you’ve ever felt like real estate success wasn’t for people like you, Sarah’s story will change that. This episode is packed with lessons for anyone looking to grow their portfolio with purpose.

I’m Adrienne Green, and today I have with me Miss Sarah Bratcher.

Thanks for having me. I’m excited.

Sarah is an experienced investor as well as an experienced bookkeeper and accountant working with investors. I’m really excited for all of the wisdom she’s going to share about her own journey and the wisdom she has from working with other investors. Be sure that you are listening, focused, and ready to roll through this whole thing with Sarah. Now, Sarah, where I always like to start is at the beginning. How did you come to real estate investing in the first place?

Still Paying Rent? How Alex Steeg Built a 40+ STR Empire Starting from $0

July 14, 2025July 11, 2025

When I sat down with Alex Steeg, I knew we were in for an inspiring and value-packed conversation. From barely affording rent in grad school to managing over 40 short-term rental properties, Alex’s journey is a masterclass in starting with grit, scaling with strategy, and embracing disciplined growth. If you’ve ever considered getting into real estate, transitioning from long-term to short-term rentals, or you’re simply curious how to make your listing stand out in a saturated market, you won’t want to miss this conversation. He doesn’t just share what worked—he breaks down the numbers, the mindset, and the hard lessons. It’s the kind of advice I wish I had when I was starting out.

Hello everyone and welcome back. I’m Adrienne Green and today we are here with Alex Steeg. Alex, thank you so much for joining me.

Thanks for having me, excited to be here with you.

I can’t wait for Alex to share all of his wisdom. So get ready—he’s going to have insights that are going to help you scale, systemize, and create more freedom. His life has been transformed through his investing over the last few years and he’s going to share it all with us. To give you a little bit of a background or big picture, Alex is a short-term rental investor himself. He helps co-host for other short-term rental owners. He has a lot of experience dealing with all of that fun of short-term rentals. And then he also uses that experience to help coach people who may want to self-manage their properties and pass along his wisdom in that way. So you do a lot right now, Alex, but let’s start at the beginning. How did you get involved in real estate investing in the first place?

How Eric Nelson Scaled Real Estate, Moved to Spain, and Built Freedom—The Blueprint You Can Steal

July 7, 2025July 4, 2025

What does it take to build a life you love—one where real estate fuels both freedom and flexibility? In this candid conversation, I chat with Eric Nelson, a real estate investor who went from side-hustling engineering grad to principal of Wild Oak Capital… and now lives with his family in Spain while scaling a real estate portfolio and helping others do the same. We cover how to get started with no big plan, creative financing strategies, how syndication changed his trajectory, and the importance of building the right team. If you’re an investor looking to scale smarter and live life on your own terms, this one’s for you.

Hello and welcome. I’m honored to have with me our guest. Thanks for being here.

Yeah, my pleasure. Thanks for having me. I’m excited to chat.

Our guest has been in real estate for a long time. If I’m correct, I think it’s 12 years, right?

Something like that, I’m losing track, but some long period of time, yeah.

Right, so over 12 years, over a thousand units under management. So there’s a lot of wisdom to share. Make sure to stick around and get all of these gems. What I love about this story—and I’m excited for it to be shared—is figuring out how to stop trading time for dollars and living life on your own terms. There’s an amazing life now with a family in Spain, still working in real estate investing while also enjoying that lifestyle.

From Accidental Investor to Commercial Real Estate Queen: Amber Lehmann’s Wild Ride to Wealth

June 30, 2025June 30, 2025

In this candid conversation, I sit down with Amber Lehmann—chiropractor, entrepreneur, and real estate investor—who shares how she stumbled into commercial real estate and turned that “accident” into a thriving, multi-faceted business. From buying her first building with 10 partners (some who never saw the property!) to creating salon suites and planning new clinic expansions, Amber offers real-world lessons on partnerships, delegation, business strategy, and building lasting wealth through commercial real estate. Whether you’re scaling up your portfolio or exploring how to bring your family into your business, Amber’s journey is packed with valuable insights you won’t want to miss.

Oh, hello everyone, and welcome back. I’m Adrienne Green, and today we have with me Amber Lehmann. Thank you so much for joining me today.

Thank you, Adrienne, I appreciate that.

Amber is awesome because she is a business owner, entrepreneur, and a real estate investor. So get ready, because we’re going to share a lot of awesome insights on how there can be synergy in working with commercial real estate investing. I’m excited for all of this. Amber, there’s so much to share, but let’s start with the beginning. How did you get started in real estate investing?

Would You Use Retirement Funds to Invest in Real Estate? Jon Chan Did—Here’s What Happened

June 23, 2025June 19, 2025

If you’ve ever wondered what it’s like to transition from being a hands-on real estate investor to a full-time private lender, this episode is your roadmap. I’m joined by Jon Chan, who shares his journey from managing his father’s properties to scaling a BRRRR portfolio—and ultimately finding freedom through lending. He’s candid about the lessons, headaches, and hard pivots that reshaped his strategy. Whether you’re in the middle of your first flip or looking to transition to more passive income, Jon’s story will give you the insights and mindset shifts you didn’t know you needed.

Hello everyone and welcome back to another episode. I am excited to have with me here, thank you so much for joining me for this episode.

And thank you for having me.

Now I have known for a few years now and so I am excited for him to share his investing journey. I think there’s a lot of lessons to learn here and make sure you stick around because he’s going to tell us about partnerships and different kinds of partnerships and his wisdom there because he’s done a really great job of making a whole system for his investing now with everybody working in their zone of genius. So stay tuned to hear all of that wisdom and how you can 10x your results by partnering. Now, let’s start at the beginning. How and why did you get started in real estate investing?

He Built a Real Estate Empire From Scratch—What Jose Berlanga Knows That Most Investors Don’t

June 16, 2025June 12, 2025

Jose Berlanga has spent over 30 years in the entrepreneurial trenches, and in this episode, he shares the unfiltered truth about what it really takes to build a successful real estate business. From partnering with family, surviving economic crashes, and managing explosive growth in Houston’s inner city, to shifting trends like build-to-rent and designing leaner, more flexible living spaces, Jose drops gem after gem. If you’ve ever wondered how seasoned investors think, adapt, and make decisions when the stakes are high, this is a must-watch conversation that will challenge and inspire you to approach real estate and entrepreneurship with more clarity, grit, and wisdom.

Hello everyone, I am Adrienne Green and today I have with me Jose Berlanga. Get ready for insights to help you scale, systemize, and create more freedom in your real estate investing. Now, Jose is originally from Mexico City and now he is in Houston. Been there since the 80s and after doing a whole bunch of stuff, he is really killing it in the construction and development space. So Jose, I’m really happy to have you here with me.

And I can’t wait for you to tell us all your experience and wisdom. Let’s start with how did you get started in real estate investing?

From Burnout to Big Wins: How Erica Neal Made Passive Investing Her Freedom Plan

June 9, 2025June 5, 2025

If you’ve ever felt like your real estate investing is starting to feel like another job, you’re going to want to watch this conversation with Erica Neal. We dive into her journey from active to passive investing and how it unlocked more freedom and better returns. Erica also breaks down how she uses whole life insurance as a bank replacement strategy for real estate, and the different asset classes she’s investing in today—from multifamily and self-storage to RV parks and even a Bitcoin mine. This is a real talk about what works, what doesn’t, and how to pivot smartly when your strategy no longer fits your life.

Hey everyone, I’m Adrienne Green and today I’m really excited to have Erica Neal, my friend here with us. Get ready for insights to help you scale, systemize, and create more freedom. What’s cool about Erica’s story is she started as an active investor and now she’s really on the passive investing side. So I’m excited for her to share that journey, why it’s been a great fit for her.

And I’m sure there’ll be lessons learned for you as well. Spoiler alert: she is an expert on using whole life for real estate investing. So if that’s something you’ve heard about at all, make sure to stay on for the whole episode so you can learn her wisdom. Erica, thank you so much for joining me today.

Thank you, Adrienne. I’m excited to be here.