Episode 120: Investing With A Purpose, with Ivan Anz

Ivan Anz is an Inc. 500 International Serial Entrepreneur with businesses in more than 10 countries. Amongst them is PhilanthroInvestors, Inc., a licensing and advisory firm he founded in 2019 to combine traditional venture capital financing with philanthropic principles. PI is dedicated to achieving social impact while returning profits for its Philanthroinvestors®. Ivan’s zeal to “Philanthroinvest” drove his 2014 creation of Equity & Help®, a turn-key social-impact real estate investing program resulting in the Inc. 500 for two years: in 2019 at #128 in the nation, rising to #83 in 2020; and in 2020 ranking #3 in Florida, with a 3-year growth of 3,920%.

His entrepreneurship emerged at age 7 when he leased his go-kart to his friends and neighbors while selling them candy. That ironically set the stage for his success in the auto dealership and financing business, where at age 23, he grew his small family business into the #1 car dealership group of his native state in Argentina. The company went on to claim the Toyota Best Business Practices awards for the entire Latin America and Caribbean.

While owning car dealerships was profitable, Mr. Anz was eager to improve the community and saw real estate development as a direct route to do so. To start, he built one of the most prestigious residential neighborhoods in his native Argentinian state. Even then, the Philanthroinvestor® concept lit the way, establishing his intent to empower families to secure the lives they want without excessive financial burden.

Mr. Anz has since moved to the United States and focused his real estate endeavors on making homeownership possible for US families that would otherwise be lifelong renters. He and his team do so while turning exceptional profits for their Real Estate Philanthroinvestors®, the first Philanthroinvestors, Inc.-licensed firm.

Mr. Anz is intent on doing in other 10 industries in need of improvement what he has proven can be done in real estate: Do good by doing well, using remarkably effective methods. Driven by the need for pivotal action towards saving Earth’s water, Ivan Anz joined OriginClear’s Board of Advisors to attract high net worth attention to the company’s exceptional technology and vision, and to help clear the way to NASDAQ listing. In September 2020, Philanthroinvestors, Inc. and OriginClear, Inc. signed a strategic agreement granting a license to the Philanthroinvestor® brand and know-how that landed Mr. Anz’ first Philanthroinvesting® firm, Equity & Help, in the Inc. 500 for 3 years in a row

What You Will Learn:

  • Who is Ivan Anz?
  • When did he start creating his company?
  • Ivan shares the transition of Real Estate Philanthroinvestors.
  • What are the things Ivan learn during his venture in Real Estate?
  • Can investors participate in Philanthroinvestors and Equity & Help from different states?
  • What is the difference between Landlord and Lender?
  • How can anyone be able to learn about Philanthroinvesting?
  • What is Philantroinvestor Analysis?
  • Ivan shares how she can be contacted.

Additional Resources from Ivan Anz:

Episode 119: Becoming Your Own Banker, with Drew White

When he graduated from nursing school with $150,000+ of student loan debt, he realized he’d be paying 50% of his earnings (for a very long time) to pay off these loans. That was the first time he understood the true impact of the debt he had created.

This experience gave him the hunger to understand money better. He was unwilling to accept this debt as his lot in life.

He created wealth-building side businesses for his family to take control of their future. Over the past 7 years he has been active as a day-trader, entrepreneur, and real estate investor.

His knowledge and experience in these sectors has led him to realize there is a better way to maximize our money than most of us are aware of.

As a Modern Wealth Consultant with Create Tailwind, He is passionate about showing Real Estate Investors how to take control of their money.rst time he understood the true impact of the debt he had created.

What You Will Learn:

  • Who is Drew White?
  • How does he enter the Real Estate World?
  • What does it mean to become your own banker?
  • What is the best place for an investor to store their wealth?
  • Drew tells the benefit of using a whole life insurance policy.
  • What can anyone do with his whole life insurance policy?
  • Drew shares the connection of whole life insurance cash value and real estate.
  • How did he get started to Mobile homes?
  • Drew shares how she can be contacted.

Additional Resources from Drew White:

Episode 118: Investing Across the Borders, with Lauren Cohen

Lauren A. Cohen, international speaker, #1 bestselling author, and immigration and business strategist, is an attorney licensed in both the U.S. (TN) and Canada (ON). As an active AILA (American Immigration Lawyers Association) member, Lauren boasts a stellar track record of success. She was also recently recognized as one of 2017’s “Super Lawyers” by Attorney-at-Law Magazine.

Although her role at e-Council does not involve practicing law, Lauren has first-hand knowledge of the visa process, having herself immigrated from Canada, and later becoming an American citizen in 2012. The overriding goal in all of her business endeavors is to help her clients achieve their version of the American Dream. Developing sound strategies designed to sustain long-term growth is a cornerstone of the e-Council Inc. brand.

After spending several years working as corporate counsel in various industries while delving into the field of immigration law, Lauren decided to combine her legal knowledge and business acumen. The result is e-Council Inc., a company offering concierge turnkey business immigration services ranging from professional Business Plans to comprehensive project coordination for all types of business visas, with a special focus on EB-5 solutions for direct investment and regional center cases. Lauren and her team help businesses raise capital, assist franchises seeking additional franchisees particularly in the form of foreign investors, and work with foreign investors seeking access to the U.S. markets.

What You Will Learn:

  • Who is Lauren Cohen?
  • Lauren shares her story of life how she manages to find the silver linings through the clouds.
  • How does Lauren help her client to acquire a visa?
  • Believe that client must have a goal and a comprehensive strategy.
  • Lauren shares a case study from her personal experience dealing with her dentist client.
  • What is Lauren’s advice on investing across borders?
  • Believe that when you are ready to invest that’s the time you invest.
  • What are the steps to take in across-border investing?
  • Lauren shares how she can be contacted.

Additional Resources from Lauren Cohen:

Episode 117: Mastering Short Term Rental Investment, with Michael Sjogren

Michael is the host of the Short Term Rental Secrets Podcast and founder of the Short Term Rental Secrets Mastermind, a training, and mastermind program that helps investors launch, automate and scale their short-term rental portfolios. 

Michael and his wife Krysten founded Occupied, LLC, a national short-term rental investment and management company in 2017, as a vehicle to build passive income so they could stop trading away time from family for a paycheck. That vision came to fruition within 18 months when their short-term rental portfolio replaced their income and Krysten and Michael both left their corporate jobs. They are based out of Boston, MA, and currently have a portfolio of 41 short-term rental properties across four states including 2 boutique hotels on Boston’s north shore.

What You Will Learn:

  • Who is Michael Sjogren?
  • Michael shares how they start in the business.
  • What is Airbnb?
  • How does Airbnb work?
  • How to choose a property based on geography.
  • Michael believes that you should not be in a major market for Airbnb to work.
  • What are the factors to consider in venturing this Short Term Rental Investment?
  • How to find the right kind of property for Airbnb?
  • What are certain tools or methods in looking for a property?
  • Michael shares how she can be contacted.

Additional Resources from Michael Sjogren:

Episode 116: Venturing Non-food Franchise Investment, with Jon Ostenson

Jon is a consultant, investor, author, and international speaker specializing in the area of non-food franchising. He draws on his experience as both the President of an Inc. 500 franchise system and as a multi-brand franchisee in serving clients across these capacities.

Jon serves as CEO of FranBridge Consulting where he helps clients understand all aspects of non-food franchising in the process of introducing them to opportunities from the over 300 high-growth brands that he represents. Additionally, Jon oversees FranBridge Capital where he and his partners own 17 territories across 5 property service franchises.

Jon is the author of ‘The Franchise Path’ and is a frequent contributor and thought leader for publications on the topic of franchising and franchise investments. Prior to FranBridge, Jon was the President of ShelfGenie, a national franchise system with 200 locations.

Prior to ShelfGenie, Jon was the Vice President of Sales for Carter’s Inc., responsible for over $350M in annual sales. Jon began his career as a Consultant with Accenture, often working Internationally on behalf of clients.

Jon has BBA and MBA degrees from the University of Georgia and lives in Atlanta, GA where he and his wife have 3 children and are active in the community.

What You Will Learn:

  • Who is Jon Ostenson?
  • What is Franchising?
  • Franchising is hot, especially non-food – Who is buying and Why?
  • Why are so many real estate investors buying franchises?
  • How can franchises be run as passive/semi-passive?
  • What are the pros/cons of franchising vs. starting a company from scratch?
  • Jon shares that Franchising is not all about food. 
  • What sectors are there and which are resonating the most?
  • What are the financials of franchising?
  • How can individuals select the right franchise?
  • Jon shares how she can be contacted.

Additional Resources from Jon Ostenson:

  • Websites: https://franbridgeconsulting.com/
  • Phone: +1 678 908 5673
  • Email: jon@franbridgeconsulting.com
  • LinkedIn: https://www.linkedin.com/in/jonostenson
  • Facebook: https://www.facebook.com/JonOstenson1/