Episodes

  • 117 - Oil and Gas Technically - Keshav Kolur

    117 - Oil and Gas Technically - Keshav Kolur
    Apr 22 2025
    Maximizing Your Investments: Diversification, Tax Benefits, and Beyond | Passive Income AdventuresWelcome back, investors! In this episode of Passive Income Adventures, host Emma dives deep into the world of diversification with guest Keshav Kaur from Vester. They discuss the importance of spreading investments across various asset classes, including real estate, private equity, private debt, and even oil and gas, to build generational wealth and secure passive income. Keshav shares his journey from a tech professional investing in syndications to managing a diverse fund, highlighting key strategies and tax benefits along the way. They also explore the unique challenges and opportunities of investing in oil and gas and the importance of aligning with experienced partners. Whether you're new to investing or looking to expand your portfolio, this episode is packed with insights on creating a financial future that allows you to live the life you want. Don't miss it!Bio:Keshav is a full time real estate investor and the principal and founder of Clive Capital, a private equity firm based out of New York City. Since founding Clive Capital, Keshav has helped investors allocate capital to four properties with a combined asset value of more than $40M with a projected growth to $178M over the next 5 years. That portfolio spans 300 apartments under renovation and500+ homes under construction across 3 markets.In addition to his experience as an investor, Keshav is also the host of the Investing for Generational Wealth Podcast which helps investors understand the many opportunities available through alternative investments outside of traditional stocks and bonds, including commercial real estate, energy, private lending, and investing in businesses.Previous to founding Clive Capital, Keshav was a software engineerworking at top tech companies like Amazon and Facebook.Connect:https://clivecap.comhttps://www.youtube.com/@KeshavKolur-CliveCapitalhttps://www.facebook.com/groups/investingforgenerationalwealthConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.Group00:00 Introduction to Passive Income Adventures00:21 Diversification Strategies in Investment01:33 Guest Introduction: Keisha Kaur01:58 Keisha's Fund and Investment Approach03:29 Challenges and Benefits of Diversified Investments05:57 Keisha's Investment Journey14:56 Due Diligence and Identifying Experts20:03 Comparing Private Equity to Public Markets26:00 The Importance of Networking and Teamwork29:06 Discovering Syndication and Cashflow29:27 Embracing the Role of Capital Raiser30:41 Balancing Business and Day Job33:08 Tax Strategies for Real Estate Professionals35:57 Exploring Oil and Gas Investments40:41 Diversification and Cashflow46:06 Connecting with Experts and Opportunities53:44 Conclusion and Final Thoughts
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    55 mins
  • 116 - Crafting Customized Portfolios and Conquering Complexity - Sanjay Vora

    116 - Crafting Customized Portfolios and Conquering Complexity - Sanjay Vora
    Apr 15 2025
    Building a Tech-Driven Fund Platform with Sanjay Vora of InvestorWelcome back to Passive Income Adventures! In this episode, we dive into the journey of Sanjay Vora, CEO and co-founder of Investor, a customizable fund platform used by Rise Capital. Sanjay shares his background in tech and his transition from a corporate career at Intel to founding Investor. He discusses the challenges and learning experiences in the world of passive investments and the creation of a platform aimed at simplifying investment in alternatives and real estate. Sanjay also provides valuable insights on managing a startup, understanding due diligence, and ensuring diversification within investment portfolios. This episode is packed with practical advice for fund managers and investors alike. Don't forget to check out investor.com for more information.Bio:Sanjay is a seasoned executive, fund manager and passive investor. As part of Avestor, he has advised and launched over 200 private funds on business strategy, legal, compliance, fund administration, accounting and tax. Additionally, Sanjay runs Avestor's Ariel Fund. As a passive investor, he has invested in hundreds of deals with his own capital and has a deep understanding of due diligence and underwriting.Prior to his investment career, Sanjay served as a Vice President at Intel leading product planning and strategic planning for its $40 billion PC business. Sanjay holds an MBA from Carnegie Mellon and a bachelor’s in engineering.Sanjay's two passions are spending time with his family and traveling the world, which has taken him to more than 30 countries on four continents so far!Connect:https://www.linkedin.com/in/sanjayvorahttp://www.avestorinc.comConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.Group (Pitch decks)00:00 Introduction to Passive Income Adventures01:10 Meet Sanjay Vora: Journey from Corporate to Startup02:52 The Birth of Investor: From Idea to Execution03:46 Understanding Crowdfunding and Private Equity05:24 The Importance of Due Diligence in Investments08:42 Building a Customizable Fund Platform13:12 Challenges and Lessons in Startup Life18:56 Balancing Risk and Diversification in Investments32:09 Handling Customer Feedback and Product Improvement35:52 Navigating Investor Challenges36:37 Doubling Down in Tough Times38:33 Understanding Customer Feedback40:54 The Value of Charging for Services43:46 Building Trust with Investors46:36 Effective Capital Raising Strategies48:16 Learning from Investor Feedback54:30 The Importance of Visual Cues57:55 Community and Future Plans01:06:35 Connecting with Ivester
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    1 hr and 8 mins
  • 115 - Making Waves in Panama - Anne-Michelle Wand

    115 - Making Waves in Panama - Anne-Michelle Wand
    Apr 8 2025
    From Struggle to Success: Anne Michelle's Inspiring Real Estate Journey in PanamaWelcome to another compelling episode of Passive Income Ventures! Join us as we chat with Anne Michelle, a seasoned real estate investor and entrepreneur calling in from beautiful Panama. With over 40 years of experience, Anne Michelle’s story is a testament to resilience and success. From starting a catering business, climbing the ranks in a salon, to navigating the 2008 financial crash, and ultimately building a thriving real estate business in Panama, Anne Michelle shares her remarkable journey. Learn how she transitioned to passive income, balanced personal fulfillment with professional growth, and developed impactful investment opportunities like her innovative over-55 community project. This episode is a must-watch for anyone interested in real estate investment, passive income, and living a life filled with purpose!Bio:Anne-Michelle Wand is an American Expat living her dream of independence and freedom in the blissful Caribbean Islands of Panama. She is an entrepreneur by nature and as a single mother of two, worked hard most of her life and established multiple businesses and diverse streams of revenue to create a life of fulfillment for herself, her children, and of course, for traveling.Through personal growth and applying tools and resources for wealth creation, she has created a flexible lifestyle that is location independent, and most importantly, has the privilege of helping others in their own personal and professional development as well.She says that there are two things that get her out of bed every morning: The drive to keep developing herself living every second of life to the fullest, and her deep passion for helping others do the same while living up to their full potential.Connect:https://linkedin.com/in/cr8grtsuccesshttps://www.passive-profit-partners.comConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.Group00:00 Introduction and Guest Welcome02:09 Ann Michelle's Early Career and Ventures04:14 Real Estate Journey Begins05:59 Challenges and Triumphs in Real Estate06:20 Dreaming of Warm Beaches07:41 Discovering Panama09:37 Transition to Panama10:20 Syndicating a 44-Unit Apartment Building16:18 Navigating the 2008 Financial Crisis20:11 Recovery and Lessons Learned23:40 New Beginnings in Panama25:47 Realizing the Need for Change26:04 Building and Selling Homes26:42 Designing Homes with Passion28:47 Shifting Market Dynamics29:01 Creating a 55+ Community30:32 Personal Reflections on Retirement36:46 Investment Strategies and Impact39:35 Exploring Panama's Diverse Living Options45:15 Nonprofit Work and Future Plans46:33 Final Thoughts and Contact Information
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    49 mins
  • 114 - Why Shared Space is the New Goldmine - Shannon Seeberan

    114 - Why Shared Space is the New Goldmine - Shannon Seeberan
    Apr 1 2025
    Revolutionizing Real Estate: Shared Spaces and Passive Income Strategies with Shannon SeeberanIn this episode of Passive Income Adventure, we explore the innovative world of shared spaces and passive income opportunities with guest Shannon Seeberan. Shannon, an expert in real estate investing and healthcare solutions, explains how shared space models, inspired by brands like WeWork, can enhance business efficiency and profitability in the health and wellness sector. Discover how practitioners can utilize this model to maximize their space, reduce overhead costs, and create collaborative environments. Whether you're an investor looking to diversify or an entrepreneur seeking new income streams, this episode will provide valuable insights into leveraging real estate for financial freedom.Bio:Meet Shannon Seeberan, the Co-Founder of CloudMedSpas (CMS) and a devoted entrepreneur advocate. Shannon is dedicated to expanding awareness of CMS among space owners and lessees in the health and medical fields—think of it as “AirBnB for wellness.” The CMS platform tackles the common problem of underutilized exam rooms and extra space, transforming them into a profitable revenue stream that offsets large overhead costs.After running her own medical aesthetic consulting business, Shannon was introduced to Iggy Fanlo, CloudMedSpas’ Founder, and the rest is history. Over the past five years, Shannon and the CMS team have immersed themselves in learning, researching, and understanding the challenges faced by health and wellness practitioners. From these insights, CMS has created both a solution and a playbook aimed at supporting its greatest asset: the practice location itself.Shannon’s background in aesthetic consulting exposed her to corporate aesthetic initiatives, private practice hurdles, and inefficiencies in day-to-day practice management. Today, she’s focused on accelerating CloudMedSpas’ rapid client growth by leveraging a quickly expanding marketplace of aesthetic practitioners. Through the CMS model, these professionals can unlock rental opportunities that support overhead costs and ultimately help launch more small businesses.Connect:shannon@cloudmedspas.comhttps://www.cloudmedspas.comConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.Group00:00 Introduction to Passive Income Adventure00:55 Guest Introduction: Shannon Seeberan01:31 Exploring Shared Space in Real Estate03:47 Software Platform for Leasing Management04:26 Benefits for Building Owners and Tenants06:57 Practical Scenarios and User Experiences11:36 Legal and Operational Considerations17:17 Financial and Business Opportunities22:18 Collaborative and Creative Workspaces32:13 Real Estate and Wealth Building Strategies35:40 Creative Paths to Wealth for Young People36:17 Challenges and Opportunities in Modern Careers37:46 The Birth of a Management Platform38:10 Integrating Medical Aesthetics into Practices40:47 Championing Entrepreneurial Value41:38 The Importance of Retention in Real Estate43:27 Future Plans and Potential Pitfalls49:20 The Evolving Commercial Real Estate Landscape56:56 Balancing Remote Work and Office Space01:05:40 Final Thoughts and Contact Information
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    1 hr and 7 mins
  • 113 - How to Predict Market Cycles and Come Out on Top! - Adam Gower

    113 - How to Predict Market Cycles and Come Out on Top! - Adam Gower
    Mar 25 2025
    Navigating Real Estate Investing with Expert Adam Gower: Cycles, Strategies, and Success StoriesWelcome back to Passive Income Adventures! In this episode, we sit down with Adam Gower, an expert in real estate capital raising, to discuss the intricacies of real estate investing. Adam shares his extensive experience of over 40 years in the industry, including the historical cycles he has observed, and offers detailed insights into current market trends. We'll explore the importance of long-term strategies, the pitfalls of short-term investments, and the value of being authentic in your investment journey. Whether you're new to investing or a seasoned pro, this episode is packed with actionable tips and inspiring stories to guide you towards financial freedom and happiness.Bio:Meet Adam GowerCombining decades-long experience in real estate investment and finance with his industry-leading digital marketing expertise, Adam Gower provides developers the tools they need to raise unlimited capital online. He is the creator of the only accredited investor-oriented training programs focused exclusively on passive investing in real estate syndicates for wealth and income.Dr. Gower publishes the only news and education blog in the industry focused exclusively on real estate syndication. Adam Gower is the most sought after real estate crowdfunding expert in the world today.Connect:https://gowercrowd.comConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.group00:00 Introduction to Passive Income Adventures00:48 Meet Adam Gower: Real Estate Capital Raising Expert02:12 Navigating Real Estate Cycles and Investor Confidence04:43 Lessons from Past Real Estate Crises12:16 The Impact of Crowdfunding on Real Estate17:39 Strategies for Financial Stability and Cash Flow25:31 Exploring the Concept of Happiness27:13 The Harvard Happiness Study28:13 Social Media and Happiness28:56 Balancing Wealth and Happiness29:48 Reflections on Retirement and Happiness31:31 The Joy of Teaching and Sharing Knowledge32:32 Understanding Institutional Investing32:57 The Problem with Industry Terminology39:44 The Importance of Authenticity in Investing47:02 Conclusion and Final Thoughts
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    51 mins
  • 112 - How to Fund Your Sports Dream While Earning Passive Income, No Hail Mary Needed - Kimball Kjar

    112 - How to Fund Your Sports Dream While Earning Passive Income, No Hail Mary Needed - Kimball Kjar
    Mar 18 2025
    Investing in Professional Sports: The Journey of the Utah Warriors Rugby Team with Kimball KjarIn this episode of Passive Income Adventures, host Emma Powell sits down with Kimball Kjar, the driving force behind the Utah Warriors rugby team. Kimball shares the unique journey of establishing and sustaining a professional rugby team in North America, overcoming financial and operational challenges, and the passionate community support involved. They delve into the business dynamics of sports investments, the synergies between various sports teams in Salt Lake City, and the personal sacrifices made along the way. Discover insights on how sports can significantly impact communities and the long-term investment strategies required to build a successful sports brand.Bio:I didn’t wake up one day and say to myself, “I’d like to start a professional rugby team.” In fact, I was more than happy doing what I was doing at the time. But the thing that attracted me to this business was the impact sports has on communities—especially for kids.Community identities are built and sustained by sports. Everyone knows what it means to be a Pittsburgh Steelers fan, and everyone knows what the Lakers mean to the city of Los Angeles. Rivalries between Brigham Young University (BYU) and the University of Utah are something that can literally divide families along blue or red lines.This type of passion is something very few businesses can replicate. You don’t see downtown parades celebrating Amazon’s annual earnings reports, even if they beat all industry expectations, do you? Nor do you often see adults and children wearing hoodies, hats or jackets with the logos of General Electric or Berkshire Hathaway. The power of sports teams is unrivaled in the level of impact that they can have on individuals, families, businesses—and, above all—our youth.Kimball Kjar is an American former rugby union international.Kimball, born and raised in Salt Lake City, attended Bountiful High School. He competed in wrestling during his school years and played high school football, as a receiver and defensive back.It wasn't until Kimball began his studies at Brigham Young University that he picked up rugby union, having been invited to play by friends. He was a three-time collegiate All-American.A scrum-half, Kimball was a United States representative player between 2001 and 2007. He played twice as a substitute at the 2003 Rugby World Cup in Australia, including the win over Japan.Kimball co-founded Major League Rugby team the Utah Warriors and is the CEO.Connect:https://www.warriorsrugby.comConnect with Emma:https://InvestWithEmma.comhttps://PartnerWithRise.com/Emmahttps://Highrise.Group00:00 Introduction to Passive Income Adventures00:23 Meet Kimball Kjar: A Unique Journey01:51 The Birth of Utah Warriors03:53 Challenges and Sacrifices09:34 The Power of Sports in Communities15:20 The Business of Rugby24:21 Evaluating Sports Investments26:30 Understanding EBITDA in Sports Investments26:55 The Importance of Trust in Sports Investments28:44 Challenges and Realities of Early-Stage Sports Investments30:24 Personal Investment Stories and Decisions31:26 Tax Implications for Sports Team Owners34:12 Community Impact and Economic Benefits of Sports39:47 The Synergy Between Different Sports Teams46:13 The Unique Appeal of Rugby and Networking Opportunities47:30 How to Get Involved and Attend a Game50:48 Final Thoughts and Contact Information
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    51 mins
  • Financial Planning: Finding the Perfect Match for Your Goals

    Financial Planning: Finding the Perfect Match for Your Goals
    Mar 12 2025
    Choosing the Right Financial Planner: Tips, Stories, and AdviceIn this episode of Rise Capital, we dive into the world of financial planning and investment advising. Our hosts share personal experiences and provide practical advice on selecting a financial planner who aligns with your goals. We discuss the importance of specialization, the differences between certified financial planners and registered investment advisors, and the significance of fee structures. Get insights into managing your own investments and learn when it might be time to consult an expert. Whether you're navigating the public markets or exploring private investments, this episode offers valuable tips to enhance your financial journey. Join us for a comprehensive guide on making informed financial decisions, plus a few laughs along the way!00:00 Aloha and Introduction00:27 Choosing the Right Financial Planner01:41 Chris's Experience with Financial Planners06:20 Harmony's Financial Journey08:05 Troy and Financial Planning12:48 Private Markets and Financial Advisors19:53 Final Thoughts and Advice
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    23 mins
  • 111 - Here’s a Quick Way to Replace Your W-2 Income with Real Estate Cash Flow - Mandy McAllister

    111 - Here’s a Quick Way to Replace Your W-2 Income with Real Estate Cash Flow - Mandy McAllister
    Mar 11 2025
    From W-2 to Passive Income Powerhouses: The Real Estate and Business Journey with Mandy McAllisterJoin Mandy McAllister and Emma Powell on Passive Income Adventures as they explore the transition from traditional jobs to full-time entrepreneurship in real estate and other business ventures. Learn about the challenges and rewards of creating passive income, the realities of running different types of businesses like car washes and motels, and the nuances of balancing purpose and profitability. Mandy shares her experience leaving a medical sales job, building a multifamily real estate portfolio, and eventually co-leading GoBundance Women—an organization dedicated to empowering ambitious women in their personal and professional lives. Discover the importance of having reliable business partners, the significance of setting up systematic management for true passive income, and the strategies for celebrating small and big wins in your financial journey.Bio:Mandy McAllister is a multifamily real estate investor, mindset ninja, and connector. She spent the bulk of her career in medical device sales chasing cases and commission checks. In 2021, Mandy left her W2 to lean on the financial independence she built through real estate investing. Mandy now serves as CEO of GoBundance women, a tribe of healthy, wealthy, generous women who choose to lead epic lives.Her real estate expertise includes repositioning underperforming assets to increase cashflow and value. Her portfolio is currently comprised of 373 doors of B class workforce housing, furnished student housing and a motel reposition. She is most proud to be mama to her hilarious 7-year-old son Duncan who, coincidentally, wants to be a real estate investor when he grows up.Connect:https://www.mandymcallister.comConnect with Emma:https://InvestWithEmma.comhttps://Highrise.Grouphttps://PartnerWithRise.com/Emma00:00 Introduction to the Crazy Tribe00:23 Welcome to Passive Income Adventures00:29 Mandy McAllister's Journey to Passive Income00:53 The Evolution of Passive Income and Purpose01:28 Challenges and Realities of Multifamily Real Estate02:14 From Medical Sales to Real Estate03:20 The Business of Passive Income06:32 The Truth About Passive Income09:10 GoBundance Women and Female Leadership14:27 Balancing Roles and Responsibilities15:43 Navigating Business Partnerships29:36 The Car Wash Cashflow Strategy30:21 Navigating the Cashflow Hamster Wheel31:11 Challenges in Real Estate Investments33:16 Balancing Growth and Cashflow35:23 The Importance of Diversification36:10 Celebrating Achievements and Setting Goals43:39 Future Plans and Lifestyle Goals51:57 Joining GoBundance and Investing
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    55 mins
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