#651: Building Wealth Through Real Estate Investments and Holistic Wealth Strategies

Real Estate Investing for Cash Flow with Kevin Bupp

Kevin Bupp

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4.9 • 675 Ratings

🗓️ 2 October 2023

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dave Wolcott is the CEO of Pantheon Investments, a commercial real estate investment company that specializes in multifamily and self-storage investments. Dave has a sincere passion for helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Additionally, Dave is the author of “The Holistic Wealth Strategy: A Framework for Building Legacy Wealth and Unlimited Freedom to Live an Extraordinary Life", and is also the host of the “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.

Quote:

“You’re actually creating a team of alternative wealth advisors to really support your journey. Typically people start off and they’re outsourcing their wealth to a financial planner who’s just giving you one perspective and they have a particular agenda with certain products they’re trying to promote.”

Highlights:

16:10: How do we filter through the “noise” and focus on things that are really important?

21:55: Being proactive - with taxes, estate planning, etc

36:30: Has there been any shifts to your portfolio with where we’re at in the real estate cycle? Macro or micro level

Guest Website: holisticwealthstrategy.com ← get your free copy of his book!

Recommended Resources:

Accredited Investors, you’re invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club!
If you’re a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.
Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.
Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.

Learn more about Kevin’s investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.

Transcript

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0:00.0	You've been searching for the best way to generate passive income in your life and heard that real estate is a great way to do it.
0:09.4	But you're tired of all the so-called gurus who are all talk and no substance.
0:15.2	Get ready to celebrate because Kevin Bup has spent 14 years successfully making it happen.
0:21.7	This is the Real Estate Investing for Cash Flow podcast.
0:25.2	Now, here's Kevin Bup.
0:30.9	Hey guys, Kevin Bup here, and I want to welcome me to another episode of the Real Estate
0:34.4	Investing for Cashflow podcast.
0:36.3	More missions to help you build and
0:37.5	maintain massive amounts of cash flow through income producing real estate investments.
0:42.7	Now, our guests for this week show is real estate investment expert Dave Walcott.
0:47.0	Now, Dave is the CEO of Pantheon Investments, a commercial real estate investment company
0:50.9	that specializes in multifamily and self-storage investments.
0:55.1	Dave has a sincere passion for helping entrepreneurs build wealth by passively investing in
0:59.6	superior real estate and alternative assets that provide predictable cash flow, tax efficiency,
1:04.3	and upside potential as a reliable alternative to the volatility of the stock market.
1:09.8	Additionally, Dave is the author of the holistic
1:11.9	wealth strategy. A framework for building real wealth and living in extraordinary life is also the
1:17.2	host of the wealth strategy secrets of the ultra wealthy podcast. And so with that, guys, it's an honor
1:22.8	to welcome Dave Walcott to the show. Dave, how you doing today? Awesome, Kevin. Really grateful to
1:28.6	be here, connect with you and your audience. Yeah, excited to have you here and excited to just talk
1:33.2	shop with you. I know we were chatting a little bit before we started recording and lots going on in
1:37.1	the world today and excited to chat with you about that. Excited to talk to you about your overall
	...

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