Westside Investors Network (WIN)
Westside Investors Network (WIN)

Westside Investors Network (WIN)

AJ and Chris Shepard

Overview
Episodes

Details

Welcome to the West Side Investors Network, WIN, your community of investing knowledge for growth. This is the Real Estate Professionals Investing Podcast. For Real Estate Professionals by Real Estate Professionals. This show is focused on the next step in your career....... investing.

Recent Episodes

178. Money Traps to Avoid: How To Take Control of Your Finances & Time with Joey Mure
DEC 17, 2025
178. Money Traps to Avoid: How To Take Control of Your Finances & Time with Joey Mure
Check the episode transcript hereABOUT JOEY MUREJoey Muré is co-founder and Partner at Wealth Without Wall Street, dedicated to helping individuals achieve financial independence through passive income strategies. After over a decade of success in the mortgage industry, Joey shifted his focus to empowering others to break free from traditional financial systems and build lasting wealth.As co-host of The Wealth Without Wall Street Podcast and co-author of Wealth Without Wall Street: 3 Steps to Freedom Through Passive Income, Joey shares practical steps for achieving financial freedom.  THIS TOPIC IN A NUTSHELL: ·         Guest Introduction – background and journey in real estate·         Why only asset-producing income becomes a problem·         Shift in Mindset: From Income to Passive Income·         Intentional wealth building·         Breaking Away from Wall Street·         Pivotal book that changed his financial trajectory·         Retirement is deferred living, not financial freedom·         Regaining control of capital instead of outsourcing it·         Identifying “Money Traps”·         Opportunity cost and loss of liquidity·         Cash Flow vs. Cash Accumulation·         Building a Passive Income Operating System·         Overview of Wealth Without Wall Street’s framework·         Investor DNA & Buy Box Framework·         Chasing Trends vs. Building Freedom·         Flipping and Crypto as investments ·         Structured lending and cash-flowing assets·         Tax Strategy & Family Office Insights·         Final Thoughts & Closing Insights·         Free Resources and tools    KEY QUOTE:  “Passive income is what buys your time back” – Joey Mure      ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.    #RealEstateInvesting #PassiveIncome #FinancialFreedom #RealEstateInvestors #InvestorMindset #WealthBuilding #CashFlowInvesting #AlternativeInvestments #FinancialIndependence #TimeFreedom #MoneyMindset #GenerationalWealth #InvestingEducation #SmartInvesting #WealthWithoutWallStreet #RealEstatePodcast #InvestorEducation #AssetBasedIncome #IncomeProducingAssets #PrivateInvesting #RealAssets #BuildWealth #FinancialLiteracy #InvestmentStrategy #PassiveCashFlow #CapitalControl #InvestForFreedom #LongTermWealth #AccreditedInvestors #DealDeepDive  CONNECT WITH JOEY MURE:Website:          https://www.wealthwithoutwallstreet.comLinkedIn:          https://www.linkedin.com/in/joey-mure-b376824/Free resource: https://go.wealthwithoutwallstreet.com/win   CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  
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50 MIN
177. The 4Ds of Self-Storage: Why Demand Keeps Growing with Bill Kanatas  & Ben Salzberg 
DEC 10, 2025
177. The 4Ds of Self-Storage: Why Demand Keeps Growing with Bill Kanatas  & Ben Salzberg 
Check the episode transcript hereABOUT BEN SALZBERG Ben is a real estate developer, operational strategist, and business leader with over 25 years of experience building and optimizing high-performing real estate platforms. As Co-Founder and Chief Operating Officer of Self Storage Developers, Ben leads strategy, operations, and market expansion across Class “A” Self Storage, RV & Boat Storage, and Multi-Family developments nationwide. With a background in mechanical engineering, an MBA in quality management, and a Master of Arts in Teaching (MAT), Ben brings a rare blend of technical precision, process optimization, and leadership development to real estate. His engineering expertise drives smart, efficient design.   ABOUT BILL KANATAS Bill is a visionary entrepreneur and real estate developer with a strong track record in self-storage, multi-family, and mixed-use developments. As the Co-Founder and CEO of Self Storage Developers, he leads the company’s strategic growth, site acquisition, and investment initiatives, focusing on developing Class “A” self-storage facilities across the United States. With a deep understanding of market trends and a commitment to quality, Bill has played a key role in forging partnerships with top national operators such as Public Storage, Extra Space Storage, and Life Storage.   THIS TOPIC IN A NUTSHELL: ·         Guest Introduction – background and journey in real estate·         How they transitioned into self-storage from corporate and construction careers·         Why self-storage is a recession-resistant, tax-advantaged investment·         The "4 D's" driving demand·         National growth strategy using data, demographics & local relationships·         Navigating zoning, development costs, and municipal red tape·         Leveraging REIT-level management and exploring solar-powered RV storage·         Finding off-market land deals and building for future market demand    KEY QUOTE:  “Self-storage is a product that everyone needs at some point in their life.” – Bill Kanatas “You can build wealth and help people at the same time. That’s what this business is all about.” – Ben Salzberg     ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.    #SelfStorageInvesting #RealEstateDevelopers #StorageUnits #AlternativeInvestments #CREDevelopment #RealEstateDeals #BuildToRent #LandAcquisition #PassiveInvesting #CommercialDevelopment #InvestInStorage #REITStrategy #PropertyDevelopment #StorageDevelopment #InvestSmarter #PrivateEquityRealEstate #OffMarketDeals #InvestorMindset #CREOpportunities #RealEstateReturns #IncomeProducingAssets #ScalableInvesting #LongTermInvesting #StorageFacilities #DataDrivenInvesting #NationalRealEstate #RealEstateStrategy #TaxAdvantagedInvesting #StorageSyndication #WealthThroughRealEstate  CONNECT WITH BILL & BEN:Website:          https://self-storagedevelopers.comBill’s LinkedIn: https://www.linkedin.com/in/bill-kanatas-micp-999255141/ Ben’s LinkedIn: https://www.linkedin.com/in/bensalzberg/     CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  
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45 MIN
176. Generational Wealth Through Rentals with Joel Miller
DEC 3, 2025
176. Generational Wealth Through Rentals with Joel Miller
Check the episode transcript hereABOUT JOEL MILLERAfter obtaining a BA in accounting, Joel Miller began investing in rental property in 1978 while simultaneously pioneering a 35-year career as a professional mobile disc jockey. He soon became a respected contributor to magazines for both trades. He has flipped over 100 houses since 1991, and as a leader of a professional organization for landlords, he teaches their Landlord 101 course and a class on house flipping. Additionally, he is now a hard money lender to other investors as well as a trusted mentor, best-selling author, and a frequent podcast guest as well as a noted benefactor and volunteer in his community.   THIS TOPIC IN A NUTSHELL: ·         Guest Introduction – background and journey in real estate·         Why he wrote Build Real Estate Wealth·         Joel’s investing journey·         How to balance real estate investing with a full-time career·         Skills learned from rentals that transferred to flipping and renovations·         Importance of proper tenant selection ·         From flipping to lending·         Leveraging OPM (Other People’s money)·         Teaching generational wealth·         Advice for new investors·         Why rentals offer more stability than flips·         The value of having backup exit strategies ·         Where to find Joel’s book, website, and social platforms  KEY QUOTE:                              “Tenant selection is the most important skill in rental real estate."  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.    #RentalPropertyInvesting #TenantScreening #RealEstateWealth #LongTermRentals #PassiveIncomeTips #RealEstateEducation #HardMoneyLender #BuyAndHoldInvestor #RealEstateAuthor #RentalSuccess #CashFlowStrategy #LandlordTips #REInvesting101 #BuildYourPortfolio #TenantSelectionMatters #MindsetOfAnInvestor #FinancialFreedomPath #RealEstateGoals #RentalRevenue #PropertyManagementTips #SideHustleSuccess #SmartLandlording #LeverageRealEstate #InvestWithPurpose #OPMStrategy #WealthBuildingJourney #RentalGameStrong #LegacyInvestor #DisciplinedInvestor #BookForInvestors CONNECT WITH JOEL:Phone:             (814) 868-1116 Website:          http://www.JoelMillerBooks.com LinkedIn:          https://www.linkedin.com/in/joel-miller-42981811/ Facebook:        https://www.facebook.com/joel.miller.503092     CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  
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40 MIN
175. Holistic Wealth Strategy: How to Build Real Wealth Beyond Traditional Investing with Dave Wolcott
NOV 26, 2025
175. Holistic Wealth Strategy: How to Build Real Wealth Beyond Traditional Investing with Dave Wolcott
Check the episode transcript hereABOUT DAVE WOLCOTTDave Wolcott is the Founder and CEO of Pantheon Investments and is more passionate than ever about 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. He is the author of "The Holistic Wealth Strategy", a framework for building real wealth and living and extraordinary life, and also the host of the Wealth Strategy Secrets of the Ultra-Wealthy podcast.  THIS TOPIC IN A NUTSHELL: Guest IntroductionDave’s Origin StoryStarting the Investment JourneyTraditional vs. Alternative InvestingHow the Ultra-Wealthy Allocate WealthPantheon Investments OverviewSix Types of CapitalCreating a Personal & Family Vision5 Phases - Holistic Wealth Strategy FrameworkAsset Repositioning ExamplesBuilding Passive IncomeAdvice for BeginnersClosing InsightsConnect with Dave  KEY QUOTE: “True wealth is more than money — it’s health, time, relationships, and fulfillment.”   ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.    #RealEstateInvesting #AlternativeInvestments #PassiveIncome #WealthStrategy #HolisticWealth #RealEstateInvestor #AccreditedInvestor #InvestmentStrategy #PrivateEquityInvesting #RealEstatePortfolio #CashFlowInvesting #TaxEfficientInvesting #BuildWealth #LongTermWealth #FinancialFreedom #WealthMindset #InvestorMindset #CapitalAllocation #MultifamilyInvesting #PrivateMarkets #AssetRepositioning #VirtualFamilyOffice #PortfolioDiversification #NonCorrelatedAssets #TaxAdvantagedInvesting #RealEstateSyndication #CashFlowRealEstate #GenerationalWealth #SmartInvesting #EntrepreneurMindset CONNECT WITH DAVE:Website: https://pantheoninvest.comLinkedIn: https://www.linkedin.com/in/dave-wolcott-863306Download the Free book: https://holisticwealthstrategy.com   CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  
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42 MIN
174. Reverse 1031 Exchanges Made Simple with Scott Saunders
NOV 19, 2025
174. Reverse 1031 Exchanges Made Simple with Scott Saunders
Check the episode transcript hereABOUT SCOTT SAUNDERS Scott Saunders is a Senior Vice President with Asset Preservation, Inc. (API), A subsidiary of Steward Information Services Corporation. Scott has an extensive background in IRC §1031 exchanges, having been involved in hundreds of thousands of 1031 exchanges during his 37 years in the exchange industry. Mr. Saunders presents classes on advanced §1031 exchange strategies to accountants, attorneys, financial advisors, real estate brokers and principals. Mr. Saunders received his bachelor degree in Business Economics from the University of California at Santa Barbara.  THIS TOPIC IN A NUTSHELL:  Understanding the Basics of 1031 Exchanges What qualifies as a "like-kind" property? Why 1031 exchanges are a key tool in deferring capital gains tax The role and importance of a Qualified Intermediary The 45-day identification window explained The 180-day completion requirement How to identify replacement properties Trading up from residential to commercial or multifamily Simplifying your portfolio through consolidation Geographic diversification to manage risk Reverse and build-to-suit exchanges The most common mistakes investors make during a 1031 Why early planning is crucial for a successful transaction Growing interest in DSTs (Delaware Statutory Trusts) How inflation and rising interest rates are changing investor strategy Regional investment shifts and institutional-style diversification Final Takeaways Connect with Scott   KEY QUOTE:  “Deferred taxes are dollars you can reinvest — and that’s how portfolios grow faster."  ABOUT THE WESTSIDE INVESTORS NETWORK    The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.    The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.    #1031Exchange #Reverse1031 #RealEstateInvesting #RealEstateInvestor #TaxStrategy #RealEstateTaxBenefits #RealEstatePortfolio #InvestmentProperty #ReverseExchange #CashFlowRealEstate #PassiveIncome #WealthBuilding #BuildWealth #ScaleYourPortfolio #RealEstateEducation #RentalPropertyInvesting #LongTermInvesting #WealthStrategy #GenerationalWealth #AssetProtection #TaxDeferral #PropertyInvesting #RealEstateTips #InvestorMindset #FinancialFreedom #RealEstateTaxes #CostSegregation #BonusDepreciation #SmartInvesting #RealEstateGrowth   CONNECT WITH SCOTT: LinkedIn: https://www.linkedin.com/in/scott-r-saunders-6278273      CONNECT WITH US    For more information about investing with AJ and Chris:  · Uptown Syndication | https://www.uptownsyndication.com/  · LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  · Uptown Properties | http://www.uptownpm.com  · Youtube | @UptownProperties    Westside Investors Network  · Website | https://www.westsideinvestorsnetwork.com/  · Twitter | https://twitter.com/WIN_pdx  · Instagram | @westsideinvestorsnetwork  · LinkedIn | https://www.linkedin.com/groups/13949165/  · Facebook | @WestsideInvestorsNetwork  · Tiktok| @WestsideInvestorsNetwork  · Youtube | @WestsideInvestorsNetwork  
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35 MIN