Traci Kelly is the founder of Kelly Greene Unique Wealth Solutions, an independent financial services firm focusing on specialized wealth building, tax, and legacy solutions for individuals and businesses. Their client commitment includes simplifying economic information and putting people in control of their own money to create goal-based growth strategies that not only thrive during the good times but also survive the rainy days when things get tough, and life happens. Advocating a...

Zack Widmann is the founder of ZHW Properties which focuses on representing institutional buyers in the purchase of self storage facilities.  He credits early job experiences and college internships with his choice of self storage as the asset class for his business.  Zack subscribes to the axiom that the least sexy real estate ventures can bring the best returns, and he describes the role of the acquisitions analyst, advancements in automation, cap rates, return metrics, compensation for the...

Join us for some timely insights from Mike Parlante on the landlord’s perspective in managing the Covid-19 pandemic. Mike’s diverse resume includes a career in the dental equipment industry as Director of Business Development for MidAtlantic Ortho, the owner of Capsule Products (an online store supplying Invisalign patients with on-the-go products), and he is the inventor of the Capsule Retainer Case. In the realm of real estate investing Mike is a partner at MDM holdings, and he shares the...

In the 1990s, well before the Shark Tank phenomenon, Marc Kramer was tuned in to finding opportunities to bring angel investors and entrepreneurs together to facilitate investment in promising startups.  He founded the country's first formally organized angel investor network, which is now called the Private Investors Forum.  Marc is a veteran of successful startup companies and delights in developing his own business ideas as well as using his talents to help other entrepreneurs realize...

If you’re looking for ways to earn passive income, an ATM may be the way to go! Nate Herrick of Epic ATM shares his experience in this entrepreneurial arena, offering an overview of how an ATM machine works, start-up costs, the potential for a pretty sweet rate of return given the right location and demographics, and lots of great advice as well as partnership opportunities for new ATM investors. After the set-up work is done with an ATM venture, Nate describes the monthly administrative...

Steve Seymour regards real estate as a relationship business, where business connections are strongest between people we like, know and trust. His dad was in construction, and Steve caught the real estate bug young, even wielding a nail gun at age four, escaping injury and moving on to pursue sales, flipping houses and buying rentals. His first house flip was nearly a flop, paying high rates, working too hard, and reaping a low return; but he learned a lot, and learned it quickly! Steve is...

Through some bad life choices in overspending and the untimely loss of a job, Alex Felice quickly learned what it was like to stress over money and face the consequences of living beyond his means.  As a self-described contrarian, Alex was well aware that he wasn’t going to find career contentment and resolve his financial dilemma by being tied to the tyranny of the 9:00-5:00 treadmill in a job he didn’t like, so he immersed himself in finding a path to pay down his debt and earn the freedom...

For Palak Shah, successfully climbing the corporate ladder came at an unacceptable cost in work-life balance and having time to spend with her kids. After months of turmoil, the decision was made to become a single income family with Palak pursuing her passion in real estate and learning to grow a portfolio under the constraints of their much reduced financial resources. In this jam-packed and informative episode, Palak chronicles her journey into entrepreneurship in value-add investing and...

Rod Stanback has come a long way from working two jobs to keep head above water to create his own successful business in investment financing, Flip Funding LLC., but there were some hard knocks along the way. Rod pursued his dreams by getting carpentry training, learning from each work experience, saving his money, and waiting for his chance to purchase a property to flip. That chance came with the market crash in 2008 when he bought two properties at steal-of-a-deal, bargain-basement prices....

By Jason Avant’s way of thinking, his professional life has been devoted to the entertainment business in one form or another, beginning with his football career as a wide receiver with the Philadelphia Eagles. Sports and the entertainment industry go hand in hand in that each offers their fans a chance to step out of the realities of the daily routine and simply have some fun. Jason saw just such an opportunity for part two of his career when he opened Launch Trampoline Park in Deptford, NJ,...

Understanding the legal aspects of investment opportunities is serious business from the investor’s perspective as well as for the sponsor of an investment. As chair of Parker McCay’s corporate department, Mariel Giletto is well-positioned to walk us through some of the steps individual investors should take when screening private placement investment opportunities and also discusses the legal aspects of capital raising. Mariel stresses the value an attorney can bring in helping the investor...

Zach Dovner works as Corporate Counsel, and Deal Analyst on the acquisitions team at Eastham Capital, a private equity real estate investment business focused on buying, improving, stabilizing, and selling distressed multifamily real estate.  In this role, Zack is well-positioned to help us understand the basic structure of private equity funds and the ‘who’ does ‘what’ with regard to limited partners and sponsors in joint real estate acquisition ventures.  He offers his perspective on:...

For everything you’ve always wanted to know about Opportunity Zones, Brad Molotsky’s your guy! Brad currently practices with Duane Morris LLP in the area of real estate law, and he serves as co-head of the firm's Opportunity Zones practice. Brad chronicles how this federally-established program became a reality, as the brainchild of billionaire ex-Facebook president Sean Parker along with bipartisan efforts of Senators Tim Scott and Cory Booker. Brad also compares his perspectives as an...

Construction is in Jordan Traenkner’s blood, growing up with his Dad, who has been a custom homebuilder for 40 years.  Traenkner Building Services evolved into a family business by blending their shared construction background with his brother’s roofing company and his own specialty of cleaning and gutter services.   Through their combined talents, they now have the experience and knowledge to take on just about any project and handle the work from the ground up. Jordan offers his...

“One of the most fun jobs you could ever have” is the way Dan Rhoton describes his role as Executive Director of Hopeworks 'N Camden where he works with youth who have survived, with their spirit and determination intact, incredibly difficult circumstances.  Hopeworks provides guidance to get them over the hurdles that could otherwise derail their futures.   Dan relates the mission of Hopeworks where trainees can learn technology skills, gain on-the-job work experience with local businesses,...

Rachael Wonderlin has always loved older adults, and working with the aged is her calling.  She has a master’s degree in Gerontology and discusses turning her life’s passion into a successful dementia care consulting company called Dementia By Day.  Rachael’s company started as a blog, where she shared the stories that grew from her experiences working in dementia care facilities.  The blog garnered quite a following and became a book, “When Someone You Know is Living in a Dementia Care...

In some ways, Professor Victor Hackett likens the Opportunity Zones program to the “Wild West” for those who are not trained in seeking these investments, with the possible dangers of blind funds with no specific assets, large associated fees and a lack of expertise in fund and financial management.  Professor Hackett helps to tame the OZ “Wild West,” providing his insights on the program and sharing the valuable resource of OpZoneNation.  Victor is a Co-Founder of OpZoneNation,  a consultant...

Professor Victor Hackett shares his expertise on the Opportunity Zone Program, established by the U.S. Congress in December 2017 through the Tax Cuts and Jobs Act. Victor teaches Real Estate Studies at Drexel University’s Lebow College of Business, with a professional background that includes fund level management, fund financial modeling, as well as real estate acquisitions, dispositions and project management.   In Part 1 the development of the OZ program is chronicled, originating as the...

Jim Catrambone, the Executive Director of The Joseph Fund, credits Monsignor Robert McDermott with instilling the spirit that has made LUCY Outreach an awe-inspiring success.  The key differentiator is opening a child’s mind to a belief in limitless possibilities, with effort and a will to succeed.  The Romero Center Ministries is an urban retreat drawing students from all over the US to gain an understanding of serving people in need and a commitment to societal transformation.  St. Joseph...

The Joseph Fund of Camden originated through the vision of Monsignor Robert McDermott, serving as a new Pastor in the City of Camden NJ at a time of decline, with many residents firmly locked in the cycle of poverty and homelessness.  Early efforts in hospitality and respite for the homeless were effective and well-intentioned, but clearly not enough.  A hand-up through education and support to take the necessary steps to empowerment and self-sufficiency was the answer, not the temporary balm...

Building and creating is a passion for Rich Lauletta, dating back to childhood, using scrap wood from his dad’s building sites to construct skateboard ramps.  He leaped from ramps to real estate following the concept of ‘working to learn, not to earn’ in a book called “Rich Dad Poor Dad” by Robert Kiyosaki.  Rich chose his first job after college at Wachovia Bank to gain the banking experience that would be most beneficial for his career path.  He tested the waters of entrepreneurship by...

Have you ever sat through an incredibly uncomfortable long-distance flight, squirming around in the seat, searching for some way to get comfortable?  This experience was the inspiration for Brittany Cribbs’ invention, the Cloud 9 Easy Go Seat Cushion, recently featured in a Forbes article “Holiday Gift Guide 2019: The Best Gifts To Make Coach Feel Like First Class”.  Brittany searched the internet but found no solutions on the market, matching her concept of a cushion that would provide...

If you would like to hear some helpful hints for college students, recent graduates, and professionals who are looking to transition into a career in commercial real estate, this episode’s for you!   Leticia Palillero is an analyst for the acquisitions team at CAPREIT, a leading multifamily real estate company.  Leticia describes the responsibilities of professionals working in acquisitions, including understanding valuation processes, screening and touring potential investments, using...

Meet Mike Regina, whose partnership with his brother Ryan in their company Big Sky Enterprises has been successful in taking the meaning of entrepreneurship to a whole new level!  Mike discusses his roots in the construction industry, crediting their Dad for instilling in them the life lessons and work ethic that form the basis of their success.  He traces the impressive evolution of their company as they expanded their goals to become the full solution for their clients through general...