Real Estate – WealthStyle Podcast

Crafting Profitable Real Estate Investments with Jessica Sigmund

By WealthStyle Podcast | November 18, 2024

Managing Partner and host of WealthStyle, Iván Watanabe sits down with Jessica Sigmund, a Licensed Real Estate Agent to explore the world of Airbnb and real estate investments in the tri-state area. Listen as she shares insights into housing market trends, how to make your real estate investments work for you, and tips on managing Airbnb properties effectively.

This episode unpacks the following:

The current real estate market and trends in the tri-state area
Key strategies for buying, selling, and investing in real estate
Success stories and challenges in the Airbnb market
The importance of staging and managing rental properties
Understanding the risks and benefits of property investment
And more

Connect with Iván Watanabe:

Connect with Jessica Sigmund:

About Jessica Sigmund:

When Jessica Sigmund thinks about real estate, the first words that come to mind aren’t “appraisal,” “closing cost,” or ” adjustable-rate mortgage.” For her, the most important element of real estate is the “human element”. It’s what first sparked her passion for real estate when she was a young girl marveling at the inherent beauty and architecture of homes she saw daily. It’s what incentivized her to join her aunt’s management company, DeLaurentis Management, and work her way up the ranks, learning every component of the industry, until she eventually became a real estate agent. And it’s what makes her a known, loved, and trusted agent who was honored with the Rookie of the Year award in 2018.

One of the most important reasons that home buyers and sellers alike rely on Jessica is because, beyond her knowledge, integrity, sincerity, and business acumen, her top priority is understanding and delivering on her client’s needs. Many individuals enter the extremely overwhelming process of home buying with a dream home and have no idea how to find it. Jessica’s steady commitment to learning every aspect of her client’s goals and her poise under pressure make the experience enjoyable and seamless. Most of all, Jessica’s passion for Real Estate is surpassed only by her desire to help others, because she values the trust her clients place in her to guide them through one of the most important decisions of their lives. She avails herself to clients at any time, ensures that the lines of communication are open and consistent, and offers patience and attentive guidance throughout the process.

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Working With A Financial Advisor

By WealthStyle Podcast | May 20, 2024

Navigating the twists and turns of today’s financial landscape is bound to raise a few questions.

Join Evan Wohl and Iván Watanabe as they delve into some of the most pressing financial queries and scenarios you may be facing in the current environment while highlighting the importance of having a financial advisor to help guide you.

This conversation reflects on today’s real estate market dynamics, and the implications of interest rate changes, and expands into the broader scope of financial planning and investment strategies.

Iván and Evan discuss:

The impact of the current interest rate environment on buying decisions in the real estate market
Strategies for navigating high mortgage rates and understanding the broader historical context of interest rates
The growing interest in cryptocurrencies like Bitcoin and how they could fit into contemporary investment portfolios
The importance of asset liquidity and preparedness
The value of diversified banking and safeguarding assets
And more

Resources:

Strategies for Real Estate Success with Scott Shuman

Connect with Iván Watanabe:

Connect with Evan Wohl:

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Strategies for Real Estate Success with Scott Shuman

By WealthStyle Podcast | February 19, 2024

Are you looking to sell your home and need insight into the current market?

Want to know what potential buyers are looking for and what you can do to attract them?

If you’re ready to list your house, make listening to this episode your first to-do!

Join our host Evan Wohl and his guest Scott Shuman, COO of The Sue Adler Team as they discuss the ever-changing real estate landscape. They hone in on how the pandemic and the shift in work habits are nudging folks from the hustle and bustle of city life to the quieter suburbs, and why you might want to hang on to your property as a source of income.

Should you stay or go?

Find out as this episode highlights:

What caused the shift in the real estate market during Covid
How have rising interest rates affected buyer activity and seller hesitation
The importance of finding a trusted real estate advisor before making decisions about home improvements or selling
Why you should consider holding onto property for rental income
Tips and guidance on how to increase the value of your home
Insight into the permits and legal requirements for selling/buying
And more

Resources:

Connect with Evan Wohl:

Connect with Scott Shuman:

About Our Guest:

Scott Shuman, Morristown, grew up in Chatham and has been with The Sue Adler Team since 2010. Scott spearheads all of the team’s operations, and in a nutshell, is responsible for ensuring that the Sue Adler Team runs efficiently and effectively, with client service always at the forefront, creating the best possible experience for our clients. If you have a conversation with Scott, it will instantly become clear how passionate he is about the real estate industry – he is one of the rare people (besides Sue), who got his real estate license as soon as he turned 18! Scott has had his hand in almost every role in the industry from working with buyers and sellers to transaction management, to lead conversion to SEO and online marketing and everything in between.

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When Is the Right Time to Buy a House?

By wealthstylepodcast | May 19, 2023

Buying a home may seem like the right thing to do, but is it?

There are many factors to consider before you purchase a home, and the most obvious is, can you afford the mortgage payments? Then on top of that, there are annual property taxes and monthly utilities like gas and electricity. And don’t forget about the less obvious expenses like furniture and decor, and unexpected repairs or upgrades.

The reality is, it requires a lot of financial planning before you put an offer on a house.

In this episode of WealthStyle, Iván Watanabe and Evan Wohl explore the different reasons why their clients want to buy houses, how the costs associated with owning a home factor into financial and retirement planning, and how much the housing market has changed post-pandemic.

Iván and Evan discuss:

The financial costs of owning a house after the initial purchase
How your financial plans will shift when planning to buy a house
The role of mortgage and interest rates and how they are constantly changing
The emotional effects of buying a home
And more

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Financial Planning for Immigrant Families with Dr. Daniel Crosby

By wealthstylepodcast | May 30, 2022

Like many Americans, Iván Watanabe is a descendant of immigrants. He was born to a Venezuelan mother and a Japanese father, with an extended family on both sides.

With the majority of his maternal family forced to leave Venezuela and his father’s family still living in Japan, Iván’s family grants him a unique insight as a financial planner.

In this episode, Dr. Daniel Crosby interviews Iván on financial planning and finances for immigrant families. Iván shares his personal experiences and the insights he’s gained from two different cultures. Plus, he reveals the impact both have had on his personal decisions.

Dr. Crosby and Iván discuss:

The power of saving and the value of financial skills when moving countries
Conflicts between culture and innovation
The financial struggle of real estate assets as a landlord
Ways culture influences financial decisions
And more!

Resources:

Standard Deviations Podcast

Connect with Dr. Daniel Crosby:

Dr. Daniel Crosby

Connect with Iván Watanabe:

About Dr. Daniel Crosby:

Educated at Brigham Young and Emory University, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of the mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled Personal Benchmark: Integrating Behavioral Finance and Investment Management.

He also constructed the “Irrationality Index,” a sentiment measure that gauges greed and fear in the marketplace from month to month. His ideas have appeared in the Huffington Post and Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News.

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Bringing People & Communities into Commercial Real Estate with Zameer Upadhya & Chris Chambers

By wealthstylepodcast | June 21, 2021

When Platinum Premier Global Equity looks to invest, it looks for ways it can help improve its local communities.

In this episode, Platinum Premier’s Zameer Upadhya and Chris Chambers join Iván Watanabe to share how the company is working to help people across the United States (and the world) invest in commercial real estate.

They highlight how the organization’s investments and high-quality real estate improvements can provide stable returns for investors and secure economic assets for communities.

Zameer and Chris discuss:

Platinum Premier Global Equity’s mission to provide unique real estate opportunities
COVID-19’s impact on the commercial real estate industry
How real estate creates value for people
Why real estate isn’t a passive investment
Reasons to integrate commercial real estate into your overall portfolio
And more

Resources:

Fundrise

Connect with Zameer Upadhya and Chris Chambers:

Connect with Iván Watanabe:

About Zameer Upadhya:

Zameer Upadhya is Platinum Premier Global Equity’s co-founder and CEO, a real estate private equity firm focused on multi-family and hotel value-add development opportunities. The team improves the properties through hands-on management and targeted value-add initiatives striving for solid returns for investors and strong economic assets for communities.

About Chris Chambers:

Chris is Platinum Premier Global Equity’s CFO. He has been investing in real estate since 2004. His investments concentrated on residential real estate projects, increasing profits, and enhancing cash flow. His background lends him nearly 15 years of relevant financial expertise in real estate, financial planning, long-term planning, capital allocation, capital-efficient profitable growth, auditing, and investment strategies.

Data and rates used were indicative of market conditions as of the date of original publication. Opinions, estimates, forecasts and statements of financial market trends were based on the current market conditions as of the date of recording and are subject to change without notice. Past performance is not a guarantee of future results.

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Bajraktari Realty’s Diverse Real Estate Approach — With George Papanicolaou, Florim, and Gani Bajraktari

By wealthstylepodcast | May 10, 2021

Bajraktari Realty Management is a multifaceted company that owns and operates over 70 buildings throughout the Bronx, Manhattan, and Yonkers area.

After spending over 25 years servicing the New York real estate market, they have learned a thing or two about residential and commercial real estate.

Today, Bajraktari Realty’s Florim and Gani Bajraktari join Iván Watanabe and George Papanicolaou to discuss their roles at the firm. Plus, they offer their latest updates on New York’s residential and commercial real estate market that you don’t want to miss!

In this episode, you will learn:

Who Bajraktari Realty works with
Why value and community are so important to Bajraktari Realty
The importance of calculating how manageable real estate is
Bajraktari Realty’s unique design process
And more!

Join this conversation today and find out what you need to consider before investing or leasing in New York real estate!

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