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December 30th, 2021

122. Living the Best of Both Real Estate and Financial Advising World with Dan Schoenbaechler

  1. 122. Living the Best of Both Real Estate and Financial Advising World with Dan Schoenbaechler Sujata Shyam 25:07

Title: Living the Best of Both Real Estate and Financial Advising World with Dan Schoenbaechler

 

Founder of Schoen Capital, an investment firm specializing in commercial real estate and other alternative assets. Currently a co-General Partner of 914 units across 6 multi-family properties totaling over $118MM in value. 

 

Having a background in financial services and commercial/residential Real Estate, a strategic approach is taken to analyze lucrative opportunities for investors to obtain strong cash flow and tax benefits.

 

Let’s tune in to his story!

[00:01 – 09:22] Opening Segment

  • Let’s welcome my guest for today’s show, Dan Schoenbaechler
  • Dan shares how he started out in the Real Estate space
  • Sad stories about some of Dan’s first deals

 

[09:23 – 22:58] Dan’s taste with Real Estate-reality

  • How Dan got into Real Estate syndications
  • What Dan loved so much about syndications
  • The big problem with Real Estate
  • Dan’s financial advising career
  • Life Insurance policies are useful
  • Dan shares about his current deal regarding Criminal Justice

 

[22:59 – 25:06] Closing Segment 

  • Final Words
  • Connect with my guest, Dan, in the links below

Tweetable Quotes

 

“There is no one answer for everything.” – Dan Schoenbaechler

 

“For those that don’t want to be landlords… they don’t own property because they don’t want to deal with toilets and clients. They don’t want the 4AM phone calls.” – Dan Schoenbaechler

 

“You can use things like life insurance or Self-Directed IRA or other things to help fund other investments, maximize your tax benefits. You’re using all these tools and all these pieces together to create this incredible wealth machine.” – Dan Schoenbaechler

 

“Allocating and self-directing are two completely different things.” – Dan Schoenbaechler

 ————————————————————————

 

Reach out and connect to my guest, Dan, through email dan@schoencap.com

 

Follow him at LinkedIn to know more about him

WANT TO LEARN MORE?

 

Connect with me through LinkedIn

 

Or send me an email sujata@luxe-cap.com

 

Visit my website www.luxe-cap.com or my YouTube channel

 

Thanks for tuning in!  

 

If you liked my show, LEAVE A 5-STAR REVIEW, like, and subscribe!

Sujata Shyam Passive Income Expert

Suja Shyam is a real estate investor, underwriter, Short-Term rental operator, and Fund Manager. Since founding Luxe, her primary focus has always been helping others achieve their financial & life goals.

Suja’s desire to help people started at a young age and continued through the years as she graduated from Northwestern University, and the Carnegie Mellon Tepper School of Business.

After using her student loans to flip her first house during her MBA, she spent 4 years underwriting multifamily acquisitions for institutional buyers.

By way of bootstrapping her Short-Term Rental Business, and getting her hands dirty, Suja replaced her corporate income at the age of 33.

As a Managing Partner of Luxe Capital, Suja is responsible for acquisitions, fund management, and investor relations.

Integrity, exceptional communication, and delivering results to investors are at the core of every decision she makes.

When Suja isn't touring properties, or underwriting deals, you can find her rollerskating with her friends or exploring an unknown corner of the world.

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