Real Estate Journey: Woods started with a $69,000 property, gradually moving to multi-family properties, mixed-use, and commercial buildings.
Market Shifts: Discussion on the changing real estate market dynamics, particularly in Ontario, Canada, and his strategies in response to these changes.
Personal Strategy and Lifestyle: Woods talks about his transition to investing in the Dominican Republic and the U.S., focusing on lifestyle alongside investment returns. He stresses the importance of being in markets that are favorable to investors.
Investment Philosophy: Woods emphasizes the value of education in real estate, joint ventures, and creative investment strategies, including his plans to explore single-family homes and creative financing in the U.S.
Health and Work-Life Balance: He touches upon the significance of maintaining a healthy work-life balance and not letting the pursuit of wealth overshadow personal well-being and relationships.
Challenges and Learning: Woods shares lessons learned from managing properties, the difficulties faced, and how these experiences shaped his approach to real estate investing.
Book: https://www.amazon.ca/Ultimate-Wealth-Strategy-Complete-Refinancing/dp/0993671705/
Facebook: https://www.facebook.com/profile.php?id=100083765135506
Web: www.jefferywoods.com
We have podcast host of A Canadian Investing in the US, Glen Sutherland, hey’s a nice, sharing guy, a seasoned real estate investor, and he’s here to share his own journey of how he ran into a wall investing in Ontario then pivoted to the USA in 2017 and never looked back.
Glen shares insights from his experience, including strategies for finding and managing properties, navigating different market conditions, and the importance of building a reliable team all from the comfort of his home near Waterloo, Ontario. He emphasizes the value of solving complex property issues, I emphasise complex as Glen is dealing with complicated deals in small towns not for the faint of heart.
Me personally, I’m going for boring, Glen however is a full time investment with sufficient capital and he must like the excitement. We are totally on two different end of the risk tolerance spectrum which is totally ok. This is the truth about real estate investing podcast and there are various ways to invest in real estate.
So with no further ado, I give you Glen Sutherland
Web: https://www.glensutherland.com/
Youtube: https://www.youtube.com/@acanadianinvestingintheusa
This week we have professional, full time investor Chad Urbshott who lives in near me in Oakille, Ontario but he’s been investing in the US since 2013 and doing so remotely from Canada. He’s tried pretty much all the small residential investing strategies, fix and flip, wholesale but found his niche by specializing in U.S. mortgage notes
Chad discusses his journey and strategies in the complex field of note investing. He emphasizes the importance of thorough due diligence, explains various aspects of note investing, and shares his experiences, including the challenges and rewards of this niche market.
I know I’ve talked a lot about about boring investing on this show so I wanted to offer you my listener the other extreme for those who want a full time strategy that’s worked for someone as talented as Chad. Note his returns, risks, effort, and please take lots of notes. I’m sure for some of you, you will want to listen to this more than once.
You can find Chad on social media by searching his name Chad Urbshott or his website: https://www.equigrowth.com/
Please enjoy the show!
Dmitri Bourchtein (CIO & Co-Founder of SHARE) was formerly an Executive Director of Investments at Starlight U.S. Residential, with direct involvement in over $7B of U.S. residential real estate transactions. Dmitri is a seasoned institutional investor with experience in all aspects of the real estate value-chain and is passionate about levelling the playing field for retail investors in the competitive landscape of U.S. SFRs and enabling everyday landlords to maximize their returns.
By the way, if you like what Dmitri has to say, he will be speaking at our US Investing Workshop this Saturday January 13th.
Our guest speakers included Andrew the CEO, Carmen Da Silva, last week’s guest and CFO, and today’s guest Dmitri, CIO of Share.
We have owner of LendCity Scott Dillingham, the only investor focussed Mortgage Broker I know who can offer US commercial style mortgages to Canadians for income properties. Note commercial lending is better than residential mortgages. The property and the cash flow is the lender’s focus so it’s way easier to qualify and one can in theory have unlimited mortgages.
I’m your host and we are teaching direct investment as in the investor owns the property 100%. That is the definition of direct investment. No shares, no joint venture partners, not private lending. Good old fashioned income property ownership, in-line with how my client 350+ clients and I invest in real estate.
Link for details or to register: https://USworkshop.eventbrite.ca/?aff=iwin
To connect with SHARE: https://sharesfr.com/partners/iwin
This week’s guest Carmen Da Silva, a Canadian who lives full time in Florida who knows a lot about investing for cash flow in the USA. Carmen Da Silva (CFO & Co-Founder of SHARE) is a CPA in both Canada and the USA. She articled with Price Waterhouse Cooper specializing in corporate and cross-border tax. Carmen built an insurance platform that allows boutique investment brokers to sell tax-sheltered insurance using Family Office Teams. She generated in excess of 500M AUM in just 5 years, sold it, and bought 25 single family homes in 2008 for early retirement. She has significant firsthand experience in U.S. Single Family Rentals (SFR) and has always recommend direct ownership in US real estate to her Accounting clients including her own children. Carmen’s 25 year old son already owns two rental houses in the US.
Currently, Carmen is passionate about combining Ai, technology and real estate investing to make US income properties accessible to everyday investors, not just the ultra wealthy and multi-billion dollar institutional investors currently gobbling up all the income properties.
In my experience, it’s rare for Financial Planners and Accountants to recommend and own so much real estate so for you my 17 listeners, you’re in for a special treat.
We can only cover so much in a 60 minute interview so if you would like to learn more about US income property investing, Carmen and her team will be presenting at our US Investing Workshop on the morning of Saturday January 13th. We will cover what the investment looks like, the numbers, corporate structures and Accounting, Financing, property management, as much as we can in a morning.
Of note, we are teaching direct investment as in the investor owns the property 100%. That is the definition of direct investment. No shares, no joint venture partners, not private lending. Good old fashioned income property ownership, in-line with how client 350+ clients and I invest in real estate.
Link for details or to register: https://USworkshop.eventbrite.ca/?aff=iwin
To connect with SHARE: https://sharesfr.com/partners/iwin