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Can you really make money in real estate even during economic turbulence? In this episode, Stewart Heath, CPA, talks about the necessity of maintaining a hyper-focus in real estate investing, the effects of interest rates, and the complexities of investing in office buildings. He highlights the importance of market knowledge and tenant retention within the commercial real estate field. Additionally, Stewart discusses the significance of cash-flowing investments, the value of real estate, and essential factors for accredited tech professionals interested in private placements. He also offers insights on underwriting office deals and shares valuable lessons from his investing experiences.

Learn more about Stewart:
Stewart Heath founded Harvard Grace Corporation in 2010, which has grown into Harvard Grace Capital. HG Corporation continues to offer fractional C-level executive services and general business consulting. Heath sits on multiple boards, including HGC, Winsome Truth, The Shepherd’s Call, and Second Chance Sober Living. In 2016, he was a finalist for the Nashville Business Journal’s CFO Awards and currently holds several fractional CFO positions.

With a CPA license since 1987 and a B.S. in Business Administration from Auburn University, Heath has held senior financial and operating roles in retail, real estate, manufacturing, corporate services, entertainment, and digital media. He now leads Harvard Grace Capital, aiming to provide stability for investors and engage with his community.

Reach out to Stewart: https://harvardgracecapital.com/

Episode highlights:
(0:00) Intro

(1:40) Who is Stewart and his background in real estate

(5:02) The strategy of being hyper-focused on specific markets

(9:26) The practical approach to property management

(11:32) Importance of reserves and tenant selection

(13:43) How interest rates impact real estate investments

(18:16) Making money on the buy, not the sell

(22:36) Office space subcategories and investment strategies

(32:05) Supporting community infrastructure through real estate

(42:54) Anatomy of a real estate syndication deal

(49:56) Key questions for sponsors and lessons learned

(58:39) Vision changes and the importance of cash flow in investing

(1:07:23) Outro

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For more resources and guides, check these out:

• Investor 101 https://www.aritacapital.com/investor-101-resource/#
• Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/

If you want to learn more, reach out at:

Email: steven@aritacapital.com

LinkedIn: https://www.linkedin.com/in/aritasteven/

IG: https://www.instagram.com/the.real.arita

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In this episode, Steven Arita sits down with Janice Bell, an experienced real estate investor and coach, to explore the intricacies of passive investing through self-directed IRAs and HSAs. Janice shares her journey from working in the biotech industry to becoming a nationwide real estate investment coach, detailing the strategies and challenges involved in using tax-deferred accounts for real estate projects. The discussion covers essential topics such as vetting investments, understanding the capital stack, and the importance of ongoing education. Whether you're a tech professional looking to diversify your portfolio or a seasoned investor seeking new insights, this episode offers valuable advice and resources to help you navigate the world of passive investing. This episode is a must-listen for anyone interested in real estate investing, offering practical advice and encouragement to start building wealth through informed investment strategies.

To learn more about Janice: https://www.janicebell.me/

Episode highlights:

(0:00) Intro

(1:57) Overview of Janice Bell’s background and experience.

(3:58) Reasons why invest in real estate

(10:49) Differences between active and passive investing

(16:20) Utilizing IRAs and HSAs for real estate investments

(29:38) Equity position

(32:36) Questions that come up during conversations

(39:15) Importance of vetting investment opportunities and operators

(45:57) Advice for First time investors about asset classes

(55:41) Benefits of networking and attending meetups

(1:02:40) Final thoughts and rapid-fire questions

(1:08:31) Outro

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Share this with your tech friends who you think will benefit from this podcast. Please also rate and subscribe so this podcast can reach more audiences.

For more resources and guides, check these out:

• Investor 101 https://www.aritacapital.com/investor-101-resource/#
• Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/

If you want to learn more, reach out at:

Email: steven@aritacapital.com

LinkedIn: https://www.linkedin.com/in/aritasteven/

IG: https://www.instagram.com/the.real.arita

Send us a Text Message.

In this episode, we sit down with Elam King, a former member of an Amish community who transitioned into a successful real estate entrepreneur. Elam shares his unique journey, from his early life in the Amish community to his current endeavors in real estate, particularly short-term rentals. He discusses the cultural values he grew up with and how they influenced his business mindset and practices. Elam also talks about the challenges and rewards of managing short-term rentals, including his approach to overcoming obstacles and maintaining a vision that ignites people's souls. He emphasizes the importance of taking action and learning from experience, which has been pivotal in his success. Whether you're new to real estate or looking to diversify your investment portfolio, Elam's insights offer valuable lessons on resilience, strategic risk-taking, and the power of a strong vision.

Connect with Elam on facebook.com/elamzking

Episode Highlights:

(0:00) Intro

(0:47) Elam’s background and Amish history

(13:19) Amish culture and misconceptions

(19:00) Life skills learned in the Amish community

(34:26) Transitioning into short-term rentals

(40:30) First real estate purchase and experience with Airbnb

(50:00) Diversifying investments and risk factors

(56:47) Key skills for success in real estate

(58:19) Advice for new investors

(1:00:02) Outro

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Share this with your tech friends who you think will benefit from this podcast. Please also rate and subscribe so this podcast can reach more audiences.

For more resources and guides, check these out:

• Investor 101 https://www.aritacapital.com/investor-101-resource/#
• Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/

If you want to learn more, reach out at:

Email: steven@aritacapital.com

LinkedIn: https://www.linkedin.com/in/aritasteven/

IG: https://www.instagram.com/the.real.arita