Let Us Know What You Thought Of The Episode

In this week's podcast episode, we bring back Brandon Hans from BARR LLP, a full-service law firm in Edmonton, and a trusted partner of Savvy Investor.

In this episode, Brandon discusses navigating the booming markets of Alberta and creating strategies that win in any environment.

Key Points of Discussion:
- Alberta's Real Estate Buzz: A discussion of Edmonton and Calgary's growth and how they compare to Ontario and British Columbia.
- Ownership Strategies: Corporation vs. personal? Understanding the pros, cons, and when to legally structure your investment for maximum benefit.
- Insurance & Protection: Learn why choosing the right insurance is as crucial as the right legal setup.
- Understanding the Different Partnership Models: Joint Ventures, Corporate Shareholding, Limited Partner Partnerships
- & more!

BARR LLP's Instagram Account
https://www.instagram.com/barrllp_/

Learn more about Phipps Real Estate Group:
https://thesavvyinvestor.ca/phipps-realty

Savvy Investor Links:
Website: https://thesavvyinvestor.ca
Instagram: https://www.instagram.com/savvy_investors
YouTube: https://www.youtube.com/@thesavvyinvestor

Join our Savvy Squad Community for 30 Days Absolutely FREE!
https://thesavvyinvestor.ca/join

Disclaimer: The views and advice expressed on this podcast are those of the participants and do not necessarily reflect the opinions or beliefs of the podcast host or affiliated parties. The content is for entertainment purposes only and should not be considered as professional financial, legal, or investment advice. Listeners are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. The podcast host and producers are not responsible for any actions taken based on the information provided.

Let Us Know What You Thought Of The Episode

Welcome to the Savvy Investor Podcast, your go-to podcast for real estate investing insights.

In this episode, we talk about land development and real estate with Darcy Marler, who has over 24 years of experience in the space. Darcy is a full-time investor and author of four books.

In this episode we discuss:
- Darcy’s journey and transition from his career in IT to owning 92+ properties.
- Darcy’s strategies and insights into flips, rentals, new construction, and land development, with a focus on infill projects.
- Market trends as well as the impact of Edmonton’s zoning changes and the significance of local policies on investment.
- Advice for new Investors looking to get started!
- & more!

Learn More About Our Trusted Partner- Green Mortgage

Green Mortgage has been specializing in working with real estate investors since 2008. 80% of Green Mortgages’ clients are investors, and Green Mortgage has funded over $1Billion in mortgages over its lifespan.

Would you like to learn more? Visit: https://thesavvyinvestor.ca/green-mortgage-team/

Savvy Investor Links:

Website: https://thesavvyinvestor.ca
Instagram: https://www.instagram.com/savvy_investors
YouTube: https://www.youtube.com/@thesavvyinvestor

Join our Savvy Squad Community for 15 Days Absolutely FREE! https://thesavvyinvestor.ca/join

Disclaimer: The views and advice expressed on this podcast are those of the participants and do not necessarily reflect the opinions or beliefs of the podcast host or affiliated parties. The content is for entertainment purposes only and should not be considered as professional financial, legal, or investment advice. Listeners are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. The podcast host and producers are not responsible for any actions taken based on the information provided.

Let Us Know What You Thought Of The Episode

Welcome back to the Savvy Investor Podcast! In this episode, we bring back Lisa Elle, from Ellements Group who is renowned for her expertise in wealth and tax strategy.

Key highlights of the episode:

• Tax Season Overview: Understanding CRA processes to avoid hasty filings is key
• Filing Challenges & Tips: Lisa advises against early filing due to CRA software delays; stresses importance of waiting for T-slips.
• Organizational Strategies: Lisa stresses the importance of starting organization post-tax season for better preparation the following year. She suggests apps like Zoho Expense and Hub Doc for receipt management.
• Seek Professional Advice: Consult with financial experts to minimize tax liabilities effectively.
• Understand Your Options: Evaluate RRSP contributions and TFSA investments based on future income scenarios.

& more!

Learn More About Our Trusted Partner- Mogul Realty Group

The Mogul Team has strong roots in both Edmonton, Alberta and Vancouver, British Columbia. Collectively the team owns well over 500 doors worth of investment Real Estate in both cities. We walk the investor walk and that passion for investing has led us to serve investors across Western Canada.

Would you like to learn more? Visit:
https://thesavvyinvestor.ca/mogul-realty-group

Savvy Investor Links:

Website: https://thesavvyinvestor.ca
Instagram: https://www.instagram.com/savvy_investors
YouTube: https://www.youtube.com/@thesavvyinvestor

Join our FREE Savvy Investor Facebook Community: https://www.facebook.com/groups/341243106757064

Disclaimer: The views and advice expressed on this podcast are those of the participants and do not necessarily reflect the opinions or beliefs of the podcast host or affiliated parties. The content is for entertainment purposes only and should not be considered as professional financial, legal, or investment advice. Listeners are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. The podcast host and producers are not responsible for any actions taken based on the information provided.

Let Us Know What You Thought Of The Episode

Welcome to the Savvy Investor Podcast. In today’s episode we have Hannah Hammond of HB Capital, who transitioned from financial difficulties to becoming a real estate magnate.

Guest Introduction:

• Hannah started her journey in Arizona, diving into real estate at 18 after being inspired by the potential for financial freedom.

Key Highlights:

• Early Success: Jump-started her career with the commercial real estate, managing a $1 million listing at just 18.
• Diverse Portfolio: Shifted focus to storage units, small bay industrials, and multifamily properties, adapting to market changes including the pandemic.
• Entrepreneurial Journey: Converted challenges into opportunities, using setbacks as learning experiences.
• Learning and Capital Insights: Emphasizes ongoing education and relationship-building in raising capital, initiating a debt fund based on trust.
• Investment Philosophy and Advice: Focuses on integrity and hard work to build trust within the investment community.
• Manage your funds: Implements a strict vetting process prioritizing asset quality and borrower reliability to safeguard investments.
  & more!

Tune in to hear how Hannah Hammond leverages her experiences to offer practical advice for thriving in real estate investment.

Learn More About Our Trusted Partner- Ellements Group

Ellements Group offers real estate investors like you the peace of mind that comes from their insightful, full-team approach to financial coaching, holistic financial planning and managing your entire financial picture, not just your portfolio.

Would you like to learn more? Visit:
https://thesavvyinvestor.ca/ellements-financial-group

Savvy Investor Links:

Website: https://thesavvyinvestor.ca
Instagram: https://www.instagram.com/savvy_investors
YouTube: https://www.youtube.com/@thesavvyinvestor

Join our Savvy Squad Community for 30 Days Absolutely FREE!
https://thesavvyinvestor.ca/join

Disclaimer: The views and advice expressed on this podcast are those of the participants and do not necessarily reflect the opinions or beliefs of the podcast host or affiliated parties. The content is for entertainment purposes only and should not be considered as professional financial, legal, or investment advice. Listeners are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. The podcast host and producers are not responsible for any actions taken based on the information provided.

Let Us Know What You Thought Of The Episode

In this episode, we are joined with Daniel Foch, a notable real estate expert and podcast host.

Key highlights discussed in this episode:

Top Points:

1. Economic Insight:

• Importance of political, pricing, and rate trends in real estate.

2. From Family Biz to AI Innovator:

• Daniel's evolution and the influence of AI at Valerie.ca on real estate.

3. Data: The Real Estate Advantage:

• Emphasizes thorough data analysis for smarter investing.

4. Market Outlook:

• Discusses challenges and opportunities in the current and coming year.

5. Investment Tactics:

• Importance of adaptable financial models and maintaining liquidity.

& more!


Learn More About Our Trusted Partner- Barr LLP

Barr LLP is a full service law firm based in the Province of Alberta with a broad range of practice areas to assist all clients. Their Commercial and Residential Real Estate and Finance team helps new and experienced clients navigate the world of real estate investing in an easy and open manner.

Would you like to learn more about Barr LLP or get in touch with them? Visit: https://thesavvyinvestor.ca/barr-llp

Savvy Investor Links:

Website: https://thesavvyinvestor.ca
Instagram: https://www.instagram.com/savvy_investors
YouTube: https://www.youtube.com/@thesavvyinvestor

Join our FREE Savvy Investor Facebook Community: https://www.facebook.com/groups/341243106757064

Disclaimer: The views and advice expressed on this podcast are those of the participants and do not necessarily reflect the opinions or beliefs of the podcast host or affiliated parties. The content is for entertainment purposes only and should not be considered as professional financial, legal, or investment advice. Listeners are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. The podcast host and producers are not responsible for any actions taken based on the information provided.

Let Us Know What You Thought Of The Episode

In this episode of the Savvy Investor Podcast, we welcome Donna Cook. Donna is highly recognized in our real estate community for her extensive experience and knowledge in real estate investing, particularly in rent-to-own strategies.

In this episode we discussed:
- Introduction to Rent-to-Own

• Donna's Background: From flipping houses to long-term rentals, multi-family units, cottage building, duplex conversions, and ultimately focusing on rent-to-own.

- Why Rent-to-Own?

• Stability & Strategy: Offers stability over typical tenant management issues; clear exit strategy from the start.
• Tenant First Approach: Focuses on finding suitable tenants before acquiring property.

- Understanding Tenant Profiles

• Ideal Candidates:
• Individuals unable to qualify for mortgages due to insufficient down payment or credit issues.
• New immigrants or self-employed individuals needing time to establish financial history.

- Benefits Over Traditional Renting

• Pride Of Ownership Encourages Better Property Care
• Fixed Future Purchase Price Provides Predictable Investment Returns

- & more!

Learn More About Our Trusted Partner - Front Lobby

FrontLobby is a platform designed for Landlords, Property Managers, and Renters. Our mission is to improve the rental industry for everyone. We believe in creating a win-win scenario where Housing Providers and Renters prosper.

Would you like to learn more?
Visit: https://thesavvyinvestor.ca/front-lobby

Savvy Investor Links:
Website: https://thesavvyinvestor.ca
Instagram: https://www.instagram.com/savvy_investors
YouTube: https://www.youtube.com/@thesavvyinvestor

Join our Savvy Investor community: https://www.facebook.com/groups/thesavvyinvestor

Disclaimer: The views and advice expressed on this podcast are those of the participants and do not necessarily reflect the opinions or beliefs of the podcast host or affiliated parties. The content is for entertainment purposes only and should not be considered as professional financial, legal, or investment advice. Listeners are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. The podcast host and producers are not responsible for any actions taken based on the information provided.

Let Us Know What You Thought Of The Episode

In this podcast episode podcast, we are joined by a remarkable guest, Robert Gauvreau from Gauvreau Accounting Tax Law and Advisory.

As one of North America's leading CPA firms, Robert brings an unparalleled wealth of knowledge in business finance and tax planning.


Key Topics Discussed:
- Real Estate Investing Insights: Understanding how real estate investors can transform into successful entrepreneurs through strategic financial management.
- Business Structure & Tax Planning:

• Importance of structuring your real estate investments for optimal tax benefits.
• The difference between personal ownership and incorporation for property investment.
• Strategies like setting up multiple corporations for better tax efficiency.

- Scaling Your Business:

• Overcoming obstacles in business growth by implementing effective systems and structures.
• The significance of projections and budgeting in maintaining sustainable growth.

- Financial Clarity & Control:

• How understanding your numbers is crucial for scaling any business successfully.
• Encouragement for entrepreneurs who feel behind on their finances—it's never too late to gain control!

- & More!

Learn More About Our Trusted Partner- Equiton

Proudly Canadian-owned and operated, Equiton is a leading private equity firm that delivers notable returns for investors. We believe in making private real estate investing accessible to all Canadians and providing easy access to all types of investment-grade real estate through our proven high-performing investment solutions. We offer true diversification, full transparency, and all the benefits of real estate investing without the difficulties of financing, tenant management, building maintenance or project management.

Would you like to learn more? Visit:
https://thesavvyinvestor.ca/equiton


Savvy Investor Links:
Website: https://thesavvyinvestor.ca
Instagram: https://www.instagram.com/savvy_investors
YouTube: https://www.youtube.com/@thesavvyinvestor

Join our Savvy Squad Community for 30 Days Absolutely FREE!
https://thesavvyinvestor.ca/join

Disclaimer: The views and advice expressed on this podcast are those of the participants and do not necessarily reflect the opinions or beliefs of the podcast host or affiliated parties. The content is for entertainment purposes only and should not be considered as professional financial, legal, or investment advice. Listeners are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. The podcast host and producers are not responsible for any actions taken based on the information provided.

Let Us Know What You Thought Of The Episode

In this episode we are joined with Melanie Robinson, our Savvy Investor Mindset Coach. With over 15 years of experience, Melanie has helped many individuals transform their lives through her unique approach to goal achievement and emotional connection. In this episode and to bring in the new year we talked about:

Emotional Connection to Goals

• Importance of emotional connection with goals
• Visualization techniques: Imagining success in the present
• Motivation strategy: Envisioning year-end celebrations of achievements

Creating Effective Habits

• Maintaining motivation beyond initial enthusiasm
• Developing a morning routine with visualization exercises
• Making and committing to decisions about your year

Overcoming Challenges & Burnout

• Acknowledging potential burnout from work-life balance
• Strategies for maintaining mental clarity:
  • Journaling
  • Exercise routines

Practical Tips for Sustaining Success Throughout the Year

• Decision Making: Consciously decide this will be "your" successful year
• Morning Routine: Incorporate SAVERS method
  • Silence
  • Affirmations
  • Visualizations
  • Emotional Engagement: Regularly connect with the feeling of achieving goals

& more!

Savvy Investor Links:

Website: https://thesavvyinvestor.ca
Instagram: https://www.instagram.com/savvy_investors
YouTube: https://www.youtube.com/@thesavvyinvestor

Join our Savvy Squad Community for 15 Days Absolutely FREE! https://thesavvyinvestor.ca/join

Disclaimer: The views and advice expressed on this podcast are those of the participants and do not necessarily reflect the opinions or beliefs of the podcast host or affiliated parties. The content is for entertainment purposes only and should not be considered as professional financial, legal, or investment advice. Listeners are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. The podcast host and producers are not responsible for any actions taken based on the information provided.