Expand Your Real Estate
Investment Knowledge
Tom K Wilson Interviews Helen Chong on Investment Analysis
Helen begins the episode by sharing how she got started in real estate, investment analysis during the dot com bubble, and then continues to talk about how she started Haylen Group, initially as a residential brokerage that expanded to also broker multifamily properties today. Helen talks about how she helps her clients select the best investments and covers the various investment strategies. Helen discusses how CCIM, one of the leading commercial real estate designations, has provided her with the knowledge and tools for in-depth investment analysis. General Bio Helen Chong CCIM, GRI, ABR®, ASP®, e-PRO®, SFR® is the Principal Broker of Haylen Group. With a UCLA degree in Economics, Helen has been in the real estate industry since 2004 with experience as a mortgage broker, rehabber, apartment owner, trust deed note investor, and realtor. She is deeply involved in negotiation during the acquisition of her own properties and has bought properties as little as 30 cents on a dollar and received the rate of return as much as 50%. Her investment philosophy focuses on adding values on distressed properties. Helen is a mother of three and a wife of an honorable veteran who fought in Iraq three times.
Tom K Wilson interviews Mauricio Rauld on Private Placement Securities
In this episode, Tom begins by recapping his last interview with Mauricio by giving an overview of SEC regulations and how real estate syndications are legally structured. Mauricio explains in detail the history and specifics for Regulation D, Rules 506B and 506C. He covers the do's and don'ts when it comes to marketing 506B syndications, and what constitutes as a "relationship" between sponsors and investors. Mauricio and Tom ends the episode by discussing the rules and benefits of investing in opportunity zones. 1. Mauricio is the Founder and CEO of Premier Law Group, a premier syndication attorney that spends 100% of his practice on syndications for real estate investors; 2. Mauricio regularly travels around the country speaking to real estate investors and entrepreneurs, educating them about how the syndication legal piece fits into the overall syndication puzzle. 3. Mauricio has shared the stage with the likes of Robert Kiyosaki, Ken McElroy, Peter Schiff, Brad Sumrok, and, of course, The Real Estate Guys. 4. Mauricio is known for taking complex matter and making them easy to understand and is jokingly referred to as one of the few lawyers who actually speaks English. General Bio Mauricio is the founder and CEO of Premier Law Group, a premier boutique securities law firm. As a nationally recognized expert on private placements, Mauricio works with elite entrepreneurs who seek to increase and protect their wealth through syndications. Mauricio specializes in Reg D exempt offerings and educates investors from around the world on how to navigate the complex world of securities laws. Known for taking complex matters and making them simple to understand, Mauricio is sometimes, jokingly, referred to as one of the few lawyers who actually speaks English. Regularly traveling around the U.S. as a noted speaker to business groups, Mauricio is also as regular contributor to The Real Estate Guys™ Radio show (consistently one of the most downloaded podcast on real estate investing) and is Robert Helms’ personal advisor. Twice a year, Mauricio joins Ken McElroy (master syndicator with close to 10,000 apartment units totaling $500m) and The Real Estate Guys™ to teach a few hundred students, the ‘Secrets of Successful Syndication’ a comprehensive course on raising capital for entrepreneurs. Once a year, Mauricio shares the stage with the likes of Robert Kiyosaki (Rich Dad, Poor Dad, best selling financial author of all times), Tom Hopkins, Simon Black, Peter Schiff, Chris Martenson, and others as a faculty member of the ‘Summit at Sea’, a week-long high-level summit with elite, like-minded real estate entrepreneurs. Mauricio previously served as a member of the elite group of “EVG Advisors” who along with the Elevation Group,™ are committed wholeheartedly to provide real education often overlooked by traditional educators. With almost 20 years of experience, Mauricio has previously been selected as a “Southern California Rising Star” by the Southern California Super Lawyers Magazine, recognizing him as one of the top 2.5% up-and-coming lawyers in Southern California. A graduate of The University of California at Berkeley, Mauricio obtained his Juris Doctorate degree from Loyola Law School in Los Angeles, where he was a member of the Scott Moot Court Honors Board.
Tom K Wilson Interviews Dr. Doug Duncan, Chief Economist of Fannie Mae
Doug begins the episode by recapping what contributed to the 2008 meltdown. He then talks about the driving factors of today's housing markets, including millennial behaviors, the job markets, and national debt. Doug states that unless there's a serious weakening in growth (below 2% annually), we won't expect to see any more Fed rates cuts. The only caveat is if the 25% tariffs are implemented, which can have unexpected impacts (update: they just did). Since we are seeing real steady GDP growth and increased productivity due to the tax cuts, Doug does not see any downturn for the near future. The 2020 re-election remains a wild card. Doug closes this episode with his thoughts about trade and energy. Doug Duncan's Bio: Douglas G. Duncan is Fannie Mae's senior vice president and chief economist. He is responsible for providing all forecasts and analyses on the economy, housing, and mortgage markets for Fannie Mae. Duncan also oversees corporate strategy and is responsible for strategic research regarding external factors and their potential impact on the company and the housing industry. He serves as the Chair of the Fannie Mae Corporate House Price Forecast Working Group. Named one of Bloomberg / Business Week’s 50 Most Powerful People in Real Estate, Duncan is Fannie Mae's source for information and analyses on the external business and economic environment, the implications of changes in economic environment to the company's strategy and execution, and forecasting for housing activity, demographics, overall economic activity, and mortgage market activity. Prior to joining Fannie Mae, Duncan was Senior Vice President and Chief Economist at the Mortgage Bankers Association. His experience also includes service as a LEGIS Fellow and staff member with the Committee on Banking, Finance, and Urban Affairs for Congressman Bill McCollum in the U.S. House of Representatives, and work on the Financial Institutions Project at the U.S. Department of Agriculture. Duncan received his Ph. D. in Agricultural Economics from Texas A&M University and his B.S. and M.S. in Agricultural Economics from North Dakota State University.