Inspire Wealth through Real Estate Investing w/Prof M (Mallory Meehan)

Mallory Meehan

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Are you looking to build and grow long-term wealth? Prof M (Mallory Meehan), a real estate professor, attorney, appraiser, investor, and business owner, takes you through several different options available to invest in real estate assets and how to get started with your first investment. Special appearances will include guests who specialize in different aspects of investing.

5D AGO

Inspire Wealth with Prof M: A 5-Phase Strategy for Financial Freedom with Dave Wolcott

Explore smarter ways to create wealth with the author of The Holistic Wealth Strategy, Dave Wolcott. Dive into a conversation about mindset, financial wisdom, infinite banking, and a lot more insights that will help you take control of your financial future! EPISODE HIGHLIGHTS: * Background and Philosophy: After having triplets, Dave realized the need for financial security, leading him to create Pantheon and the Holistic Wealth Strategy. * Five-Phase Holistic Wealth Strategy: Phase one: Developing a growth mindset and being open to new ideas. Phase two: Increasing your IQ in a holistic way. Phase three: Protecting and preserving wealth, which involves creating a dream team. Phase four: Optimizing capital trapped in primary residences or government-sponsored qualified plans like 401ks and IRAs. Phase five: Building massive passive income. * Infinite Banking: Infinite banking involves using a cash value whole life insurance policy to grow wealth tax-free, provide a death benefit, offer asset protection, and create a reverse income stream for later years. * Benefits of Infinite Banking ✅ Tax-free growth ✅ Access to capital ✅ Asset protection ✅ Estate planning ✅ Financial control * Trifecta Return: The trifecta return investment strategy prioritizes assets that offer tax efficiency, passive income generation, and forced appreciation * Oil & Gas as a Wealth-Building Strategy: Oil and gas investments offer significant tax benefits, passive income, and inflation protection, allowing investors to generate a steady cash flow and potential appreciation. Dave Wolcott Get a free copy of Dave's book, The Holistic Wealth Strategy, at https://holisticwealthstrategy.com/ @pantheoninvestments Mallory Meehan Website: https://www.inspirewealthmgt.com/ Spotify: https://podcasters.spotify.com/pod/show/prof-mallory YouTube: https://www.youtube.com/@MalloryInspiresWealth For collaborations: ruby@inspirewealthmgt.com

42 min
MAR 3

Inspire Wealth with Prof M: RV Parks, Mobile Homes, and Financial Freedom with Dr. Jeff Anzalone

Another inspiring story of resilience and financial freedom. Join us as Dr. Jeff Anzalone, the Debt-Free Doctor, shares his remarkable journey from a successful dentist to a thriving real estate investor. Tune in and learn how he transformed a major setback into a financial comeback, raising millions and succeeding in RV and mobile home parks. EPISODE HIGHLIGHTS: * From Dentist to Investor: Dr. Jeff starts by telling the story of how he got into real estate after a skiing injury, which made him wonder about his financial stability. * Mission: He shares his insights through podcasts, a YouTube channel, and a website, with the goal of providing people with alternative income streams. * One of Dr. Jeff's key realizations is that wealthy individuals own real estate. * Debt-Free Doctor Creation: After a major setback of losing his first investments, Dr. Jeff learned his mistakes, created a channel, and shared his insights with his audience. * Raising Capital Accidentally: After sending out emails to 200 accredited investors, he unknowingly raised $2.4 million in 48 hours. * Accredited Investor: Dr. Jeff explains that an accredited investor must earn $200K+ annually (single) or $300K+ (married), or has a net worth of $1M+ * Benefits of Investing in RV Parks and Mobile Home Parks: 1. High appreciation potential. 2. Lower insurance costs. 3. Multiple revenue streams. 4. Strong cash flow. * Mindset Shift and Book Recommendations: Dr. Jeff recommends Rich Dad, Poor Dad, and Cash Flow Quadrant as foundational books to understand money and investment strategies but emphasizes the importance of having the right mindset. Dr. Jeff Anzalone Website: https://www.debtfreedr.com/ YouTube: @DebtFreeDoctorJeffAnzalone Mallory Meehan Website: https://www.inspirewealthmgt.com/ Spotify: https://podcasters.spotify.com/pod/show/prof-mallory Apple Podcasts: https://podcasts.apple.com/us/podcast/inspire-wealth-through-real-estate-investing-w-prof/id1760185297 YouTube: https://www.youtube.com/@MalloryInspiresWealth For collaborations: ruby@inspirewealthmgt.com

36 min
FEB 24

Inspire Wealth with Prof M: Real Estate Rx: From Pharmacy to Financial Freedom with Ryan Chaw

We sit down with Ryan Chaw, a pharmacist turned real estate investor who shares his journey and success in scaling his portfolio to 90 tenants. This episode focuses on Ryan's strategies in investing and managing his properties efficiently. His stories are packed with insights that will help you get started and achieve financial freedom through real estate. EPISODE HIGHLIGHTS: * Ryan's Background and Inspiration: Inspired by his grandfather's real estate success, Ryan transitioned from being a pharmacist to a real estate investor. * Mistakes and Lessons: Like all successful investors, Ryan made his fair share of mistakes in his first investment property, which taught him valuable lessons. * Investment Focus: Properties near universities, hospitals, and clinics are his target with the goal of renting them out to graduate students and healthcare professionals. * The HELOC Strategy: By leveraging a home equity line of credit, Ryan scaled his portfolio without additional out-of-pocket capital. * Ryan emphasizes the importance of deciding whether an investor will go for cash flow or appreciation. Cash flow replaces W-2 income quickly while appreciation is where long-term wealth grows. * Criteria for Selecting Student Rental Markets: 1. Top colleges and grad programs 2. Proximity to campus 3. Larger homes with more bedrooms * Tenant Screening Process: 1. The tenant's communication style matters. 2. Tenants with similar backgrounds are clustered to encourage a more focused environment. 3. High-end colleges are prioritized to ensure that tenants can afford the rent. 4. First and last month's rent and a security deposit is required to reduce risks. 5. Verifying financial stability. * To avoid being overwhelmed with managing 90 tenants, Ryan and his virtual assistant utilize automation and marketing systems. * Coaching Program: Ryan's coaching program is designed to guide investors in buying their first rental property, avoiding big mistakes, and building a scalable portfolio. * Ryan's Advice for New Investors: 1. Surround yourself with the right people. 2. Hire a coach or a mentor. 3. Learn from real experts. Ryan Chaw Website: https://www.newbierealestateinvesting.com Student Housing Method Free PDF: https://www.newbierealestateinvesting.com/guide Mallory Meehan Website: https://www.inspirewealthmgt.com/ Spotify: https://podcasters.spotify.com/pod/show/prof-mallory Apple Podcasts: https://podcasts.apple.com/us/podcast/inspire-wealth-through-real-estate-investing-w-prof/id1760185297 YouTube: https://www.youtube.com/@MalloryInspiresWealth For collaborations: ruby@inspirewealthmgt.com

29 min
FEB 10

Inspire Wealth with Prof M: Exploring Flex Industrial Real Estate with Grant Reeves

In this episode, we welcome Grant Reaves, the co-founder and managing director of Stoic Equity Partners. Grant introduces us to the exciting world of Flex Industrial real estate and shares his insights into the company's investment strategy, which focuses on multi-tenant industrial properties that cater to a diverse range of businesses. EPISODE HIGHLIGHTS: * Grant shares his story of how he got into his unconventional niche in real estate. * Flex Industrial Properties: These are multi-tenant industrial buildings typically ranging from 50,000 to 150,000 square feet. * Stoic Equity Partner Strategies: Grant reveals their firm's strategic approach to tenant diversification, location selection, and proximity to large industrial sites for long-term success. * Population Growth as a Driver: In identifying investment locations, population growth is emphasized as it indicates potential demand for industrial space. * Key Factors for Warehouse Space Valuation: 1. Target stabilization and yield 2. Lease structure analysis 3. Property improvements * Retention Strategy: They enhance tenant loyalty by making immediate property improvements, and demonstrating their commitment, which helps retain tenants even when rents rise. * Market Strategy: They focus on Southeast markets for stable cash flow, avoiding speculative high-growth areas. * Investment Structure: The firm offers flexible investment options, balancing cash flow with high-growth opportunities, and uses stable, tailored debt solutions to meet diverse investor goals. * Attorneys and Accountants: Both Grant and Mallory stress the importance of working with experienced attorneys and accountants to ensure proper legal, financial, and liability protections. * Advice from Grant: "Look at your long-term trends, really understand your numbers, make sure that you understand where a model breaks, and give yourself some room to be wrong." Grant Reaves Website: https://www.stoicep.com/ Email: greaves@stoicep.com LinkedIn: Grant Reaves Mallory Meehan Website: https://www.inspirewealthmgt.com/ Spotify: https://podcasters.spotify.com/pod/show/prof-mallory Apple Podcasts: https://podcasts.apple.com/us/podcast/inspire-wealth-through-real-estate-investing-w-prof/id1760185297 YouTube: https://www.youtube.com/@MalloryInspiresWealth For collaborations: ruby@inspirewealthmgt.com

35 min
FEB 3

Inspire Wealth with Prof M: Understanding the Tax Code with Jon Connors

For today's episode of the Inspire Wealth podcast with Prof M, Jon Connors, founder of LessTax Enterprises, cofounder of Tax-Free Gains, and author of Navigating the Tax Code to Riches, joins us. Jon believes in the power of real estate to drastically reduce tax liability while building wealth. EPISODE HIGHLIGHTS: * Tax Code Complexity: With the intricacy and extensiveness of the U.S. tax code, it is often compared to the Bible. Through AI tools, tax codes become more accessible and comprehensive. * Homeowner Deductions: Homeowners can deduct mortgage interest and property expenses including SALT (State and Local Taxes) capped at $10,000. * Tax Cuts and Jobs Act (TCJA): The 2017 TCJA made standard deductions more appealing, leading 90% of taxpayers to choose this option, reducing the benefits of itemizing deductions for homeowners. * Capital Gains Exclusion: When selling their primary residence, homeowners can exclude up to $250,000 in capital gains if they are single or $500,000 if they are married, provided they lived in the home for at least two of the last five years. * Capital gains exclusion is an attractive strategy for building wealth. However, not everyone utilizes this strategy due to various reasons. * Tax Code Strategies for High-Income Earners: 1. Short-Term Rental Tax Loophole 2. Depreciation Deductions 3. Cost Segregation 4. Consulting Professionals * Straight-Line Depreciation: Residential properties are depreciated over 27.5 years and commercial properties over 39 years, allowing annual deductions on the property's value (excluding land) from taxable income. * Accelerated Depreciation: This allows property owners to write off a larger portion of their property's cost early on, with some tax laws permitting up to 100% deduction in the first year, though this benefit has been reduced recently. * Cost Segregation Study: Analyzes a property’s components (like HVAC and flooring) to establish faster depreciation schedules, maximizing early tax deductions. * To qualify for the short-term rental loophole, properties must be rented out for short stays. Owners must actively manage the property to meet the required hours of involvement. * The "Peter Thiel Move": Peter Thiel grew billions tax-free by holding startup shares in a Roth IRA. For real estate, a similar strategy involves buying a low-cost property, such as a rural parking lot, through a self-directed IRA (SDIRA). Jon Connors Website: https://lesstax.us Email: lesstax@proton.me Book: Navigating the Tax Codes to Riches (Reach out to Jon for a copy of his book!) Instagram: https://www.instagram.com/taxfreegains_us/ Mallory Meehan Website: https://www.inspirewealthmgt.com/ Spotify: https://podcasters.spotify.com/pod/show/prof-mallory Apple Podcasts: https://podcasts.apple.com/us/podcast/inspire-wealth-through-real-estate-investing-w-prof/id1760185297 YouTube: https://www.youtube.com/@MalloryInspiresWealth For collaborations: ruby@inspirewealthmgt.com

41 min
JAN 27

Inspire Wealth with Prof M: How to Scale Real Estate Investments with Lane Kawaoka

A 2x best-selling author, Lane Kawaoka, joins us to share his expert insights into navigating the financial world. From being an engineer, Lane builds his diverse real estate portfolio. His journey from acquiring his first rental property to successfully transitioning to syndication will inspire you to explore the dynamic world of real estate. EPISODE HIGHLIGHTS: Background: Lane was an engineer who turned into a real estate investor, specializing in multifamily syndications and private equity investments. Advice to First-Time Investors: 1. Understand the rent-to-value ratio 2. Explore and invest outside your backyard. 3. Focus on B-class or upper C-class properties for balanced affordability and tenant quality. Property Management: Property managers play a crucial role for investors who have less experience and busy schedules. Lane highlights that choosing to handle your own property could save you money but could limit scalability and cause legal and operational issues. Texas, Florida, Alabama, etc. are where Lane's portfolio is focused due to affordability, landlord-friendly laws, and economic development. Lane's scaling strategies include syndications and private equity funds where he benefits from reduced hands-on involvement and improved cash flow. Airplane Analogy: Syndication is like an airplane where the pilots are the general partners who do everything and the limited partners are the passengers who invest money and enjoy passive income without having to actively manage deals. With the population growth in the US, the demand for rental properties increases, making multifamily properties attractive investments. Expanding Beyond Real Estate: Lane explores business acquisitions focusing on services like HVAC, digital marketing agencies, and other income-producing assets. Transitioning from Rentals to Syndication: Through a podcast he started in 2016, he educated and built trust with his audience leading him to grow a network of 900+ investors. Lane Kawaoka Website: https://thewealthelevator.com/ Podcast: https://www.youtube.com/@TheWealthElevator Check out "The Wealth Elevator" on Amazon.com Mallory Meehan Website: https://www.inspirewealthmgt.com/ Spotify: https://podcasters.spotify.com/pod/show/prof-mallory Apple Podcasts: https://podcasts.apple.com/us/podcast/inspire-wealth-through-real-estate-investing-w-prof/id1760185297 YouTube: https://www.youtube.com/@MalloryInspiresWealth For collaborations: ruby@inspirewealthmgt.com

30 min
JAN 20

Inspire Wealth with Prof M: How to Get Rich in Real Estate with Jason Kogok

If you don't know where and how to start your real estate investing journey, this episode is for you! Jason Kogok, the visionary behind Investor's Wealth Education, sits with us and shares the best practices for achieving wealth through real estate investing. Tune in for insights that will guide you to the right mindset and will inspire you to start investing today! EPISODE HIGHLIGHTS: * Real Estate and Education: Jason shares his journey from general brokerage to teaching real estate investing, and founding his own real estate education company, Investors Wealth Education. * Prof M and Jason's Vision: Both agree on the need for high-quality and accessible real estate investing education in the community. * Investment Strategies: Jason's investments revolve around long-term rentals, short-term rentals, fix-and-flips, and finance investing, with a focus on his market expertise, in Raleigh, North Carolina. * Guiding Students Through Investments: He guides his students in establishing clear financial goals according to their stage of life. Through manageable steps, he fosters confidence and gradually introduces complex strategies. * Client Groups: 1. High-income earners: Focused on money management and tax strategies. 2. Entry-level earners: Beginners with limited capital or credit but with lots of ideas and motivation. * Philosophy About Time and Money: "Rich people sell their time and wealthy people own their time." * Social Media's Impact: The youth often feels pressured by the "instant success" they see on social media which leads to unrealistic expectations. * "You see what you're shown.": A key takeaway teaching us that we only see surface-level success and not the struggles, the hard work, and the challenges someone overcame before the final outcome. * Book Recommendations: 1. Plug the Holes, Fill the Barrel - This book is a guide for beginners to building wealth through real estate and is authored by Jason Kogok himself. 2. Shoe Dog by Phil Knight - A book that offers great lessons about resilience and mindset. * Biggest Hurdles Students Face: 1. Lack of Direction: A lot of information and unrealistic advice can be seen on social media platforms that overwhelm students. 2. Fear of Taking Action Due to Finances: Students often use money as the reason to not invest but Jason emphasizes that the real issue is their uncertainty about where to begin. Mallory Meehan Website: https://www.inspirewealthmgt.com/ Spotify: https://podcasters.spotify.com/pod/show/prof-mallory Apple Podcasts: https://podcasts.apple.com/us/podcast/inspire-wealth-through-real-estate-investing-w-prof/id1760185297 YouTube: https://www.youtube.com/@MalloryInspiresWealth For collaborations: ruby@inspirewealthmgt.com

36 min
JAN 13

Inspire Wealth with Prof M: A Deep Dive into Multifamily Syndication with Arn Cenedella

With over 46 years of experience in the real estate industry, Arn Cenedella joins us to share his journey in real estate investing. Tune in for his invaluable insights into multifamily investing, market trends approach, and investing strategies. Learn how to achieve financial freedom through real estate investing with Arn and Prof M's actionable advice. EPISODE HIGHLIGHTS: * Background and Real Estate Path: Arn's passion for real estate transcended over his Master's degree in Chemistry. With decades of experience, his expertise evolved from single-family homes to multifamily syndication. * 1031 Exchanges: He avoided taxes by reinvesting in multifamily properties through 1031 exchanges, which are manageable with the right intermediary. * Multifamily Syndication: Due to capital constraints, Arn and his partners resorted to group investments, buying a 12-unit building. * Syndication: In this group investment strategy, investors pool funds to acquire larger commercial properties, involving two main roles: Limited Partners and General Partners. Investors are attracted to this model for passive income and performance-based compensation. * Local Expertise: Arn highlights that having a thorough understanding of the local real estate market is essential for success. Finding profitable investment prospects requires an understanding of the region and its potential. * Networking and Capital-Raising Strategies: 1. Social media - Arn stays active on Facebook and LinkedIn, and takes part in real estate investing podcasts to educate listeners. 2. Local Meetups and Community Involvement - Attending local real estate gatherings allows him to make connections with brokers, property managers, and contractors. 3. Organic Networking - He networks by sharing his experiences and activities rather than making sales pitches as he believes that someone will self-identify and get in touch when he is ready to invest or learn. 4. Spreading the Word: Arn emphasizes the importance of maintaining visibility in the real estate market. 5. Street Credibility: As you complete deals your reputation grows, thus opening doors for a larger network and more opportunities. * Portfolio Overview and Expansion: Arn is a GP in a $125 million portfolio with 1,000 units. His team manages investments in 400 units in South Carolina valued at $50 million. Their investment strategy emphasizes long-term holds with syndication deals lasting 5-7 years and utilizes fixed-rate debt for stability. * Advice for Beginners: Start small. Utilize owner-occupied loans with 3-5% down on properties like triplexes or fourplexes. This allows them to have tenants cover the mortgage while securing a long-term fixed-rate loan, serving as a stepping stone to a larger real estate portfolio. * Valuable Lessons from Arn's Journey: 1. Mistakes are inevitable. 2. Know when to move forward. 3. Don't over-leverage to avoid problems. 4. Investing consistently can lead to financial security. 5. Learn from your experience. * 2025 Real Estate Outlook: Arn sees market growth in the next 12 to 18 months, with interest rates potentially stabilizing around 4.5%. Long-term housing costs are likely to increase due to rising demand and strong foreign investments, keeping U.S. real estate appealing. * Book Recommendation: Who Not How by Dan Sullivan Arn Cenedella Website: https://investwithspark.com/ Facebook: https://www.facebook.com/arn.cenedella LinkedIn: https://www.linkedin.com/in/arncenedella/ Mallory Meehan Website: https://www.inspirewealthmgt.com/ Spotify: https://podcasters.spotify.com/pod/show/prof-mallory Apple Podcasts: https://podcasts.apple.com/us/podcast/inspire-wealth-through-real-estate-investing-w-prof/id1760185297 YouTube: https://www.youtube.com/@MalloryInspiresWealth For collaborations: ruby@inspirewealthmgt.com

42 min

See All (34)

Creator

Mallory Meehan
Years Active

2024 - 2025
Episodes

34
Show Website

Inspire Wealth through Real Estate Investing w/Prof M (Mallory Meehan)

Inspire Wealth through Real Estate Investing w/Prof M (Mallory Meehan)

Episodes

Inspire Wealth with Prof M: A 5-Phase Strategy for Financial Freedom with Dave Wolcott

Inspire Wealth with Prof M: RV Parks, Mobile Homes, and Financial Freedom with Dr. Jeff Anzalone

Inspire Wealth with Prof M: Real Estate Rx: From Pharmacy to Financial Freedom with Ryan Chaw

Inspire Wealth with Prof M: Exploring Flex Industrial Real Estate with Grant Reeves

Inspire Wealth with Prof M: Understanding the Tax Code with Jon Connors

Inspire Wealth with Prof M: How to Scale Real Estate Investments with Lane Kawaoka

Inspire Wealth with Prof M: How to Get Rich in Real Estate with Jason Kogok

Inspire Wealth with Prof M: A Deep Dive into Multifamily Syndication with Arn Cenedella

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