Welcome to Investment Insights from Perch Wealth. Providing informed advice that investors deserve. Listen for the ultimate guide to smart real estate investment and achieving your financial goals. We focus on solutions to potentially defer taxes, preserve wealth, and feel secure through retirement through a range of diverse portfolio investments, real estate, and alternative investments both domestically and internationally. Your host is Ehud Gersten, Managing Partner of Perch Wealth, a pre ...
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How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as w ...
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This is the Self Storage Investing podcast, where we share the knowledge and skills from the industry’s leading investors, developers, and operators to help you launch and grow your self-storage investing business. What made them a success? Built their wealth? What was their mindset and mentality as they entered the space and found room for business growth? Led by podcast host Scott Meyers, the ORIGINAL SELF STORAGE EXPERT, we have a track record spanning two decades having successfully acqu ...
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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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The Calibrate Real Estate Podcast has a simple goal; educate, empower, and encourage. Hosted by Kyle Malnati, broker/owner of Calibrate Real Estate in Denver Colorado, the winner of both 30Under30 and 40Under40 awards - Kyle interviews prestigious members of the Real Estate community at a national level to bring you their most coveted advice and best practices of the industry.
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Broker-Dealer Rules Every Self-Storage Operator Should Know
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Send us a text What happens when changing regulations collide with private equity in self-storage? Scott sits down with Byron Elliot of Three Pillars Law to explore the evolving landscape of fundraising and legal compliance in real estate investing. From shifting SEC enforcement strategies to the rise of fund-to-fund models, Scott and Byron offer c…
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Simplifying Estate Planning with Dan Baron of Baron Law
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In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.…
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Preparing for Self Storage Growth in 2025 – Part Two
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Send us a text Planning for success in 2025 starts now—and Scott is back with part two of his guide to mapping out a productive year. This episode dives into the nitty-gritty of creating a concise one-page plan that aligns goals with core values, all while ensuring team accountability and strategic foresight. Whether it’s budgeting, staffing, or ou…
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Preparing for Self Storage Growth in 2025 – Part One
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Send us a text How do you plan for a record-breaking year in business? Scott walks listeners through the first of a two-part series on how to prepare for a highly successful 2025. He breaks down the process of reviewing and reflecting on the current year to set the right goals and direction for the future. Scott highlights key questions to ask your…
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10 Steps for Hosting a Standout Self Storage Investor Meetup
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Send us a text Ready to host a successful investor meetup and secure more capital for your projects? Scott breaks down the 10 essential steps to plan, organize, and execute an investor meetup that leaves a lasting impression on current and potential investors. From picking the right location and date to engaging your guests with market tours, dinne…
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REPLAY – Building Self Storage Wealth
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Send us a text This is a Replay of an episode first published in October 2023. Are partnerships in self-storage the key to scaling up, or is it better to go solo? In this episode, Scott sits down with Luke Wong, a self-storage entrepreneur who has made a name for himself in the industry. Luke shares his journey from real estate flipping to his succ…
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Recruiting and Attracting Top Talent with Robb Christenson and Chuck Nauman of Peerless Search
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In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity…
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Ep 96: Understanding Annuities with Sheryl Moore
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In this episode, John and Thomas welcome Sheryl Moore, CEO of Wink Intel and author of Why I Bought Indexed Annuities. With over 25 years of experience in the financial services industry, Sheryl specializes in annuities and insurance products. She discusses the various types of annuities available, debunks common myths, and helps us understand thei…
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Gorging Yourself at the Self-Storage Buffet
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Send us a text Ready to transform your future with self-storage success? Scott welcomes special guests Roger and Julie Trovillion, a couple who went from real estate newbies to owning three self-storage facilities, all within a few short years. Learn how they got their start, overcame doubts, and ultimately transitioned Roger out of his 9-to-5 job.…
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Location, Location, Location: Self-Storage Site Selection
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Send us a text Are you making the right moves in self-storage site selection, or are you risking costly mistakes? In this episode of, Scott Meyers dives deep into one of the most critical aspects of self-storage development: site selection. Scott explains how to evaluate potential sites, discusses the importance of consulting experts for feasibilit…
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Your Self-Storage Investment is a Business… Not a Hobby
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Send us a text Are you treating your self-storage investment like a business or just a hobby? In this episode, Scott looks at the crucial mistakes new investors make, particularly the costly error of not treating their self-storage ventures as serious businesses. He outlines the fundamental steps necessary to ensure long-term success, including the…
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Ep 95: How AI Is Shaping The Investment Landscape with Expert David Marra
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In this episode, we dive into the evolving role of AI in investment strategies with David Marra, co-founder and CIO of Markin Asset Management. With over three decades in the financial industry and two decades specifically focused on AI, David brings a unique perspective on how this technology is transforming investment landscapes. Join us as we ex…
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Time Is Money: Mastering Self-Storage Deals
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Send us a text Ready to fast-track your self-storage success? In this episode, Scott launches a 30-day Letter of Intent (LOI) challenge with his Self Storage Mastery students, aiming to have each participant secure a property within a month. He dives into the essential strategies for finding and evaluating deals, mastering time management, and avoi…
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CFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFO
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In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth. Adam…
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Mistake #2 – Due Diligence Pitfalls
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Send us a text Are you overlooking crucial details that could make or break your self-storage investment? In this episode, Scott scrutinizes the common mistakes self-storage investors make, especially when it comes to physical site inspections. He shares tips on avoiding costly pitfalls, from HVAC and roofing issues to drainage and security systems…
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Ep 94: Understanding 1031 Exchanges and DSTs with Real Estate Exchange Specialist, Kyle Connor
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In this episode, we're focusing on the often misunderstood world of 1031 exchanges. To shed light on this topic, we’re joined by Kyle Connor, a Real Estate Exchange Specialist at Invesco Real Estate. Kyle will clarify the 1031 exchange process and explain how it can benefit those transitioning from managing rental properties to exploring new invest…
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When Cutting-Edge AI Meets the World of Self-Storage
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Send us a text In this episode, Scott chats with Tyler Sellers about his innovative software, Cactus AI, that revolutionizes the way self-storage investors handle underwriting. From mom-and-pop operations to billion-dollar institutions, Sellers reveals how this tool leverages AI to streamline the underwriting process, saving time and ensuring preci…
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The Future of Accounting and CPAs with David Hartley
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In this episode of "Elevate Your Business," Adam sits down with David Hartley, Partner-In-Charge at Anders CPA and Advisory, to explore the evolving landscape of accounting, tax work, and CPA services in a post-pandemic world. David shares his insights on how the industry is changing, revealing what he sees as the "cheat code" to thriving in this n…
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Mistake # 1 – The Risks of Purchasing Off the Beaten Path
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Send us a text Ever wondered what could derail your self-storage investment before you even start? Scott shares his personal blunders and lessons from over 20 years in the self-storage business, providing vital advice on how to avoid costly errors. He highlights the critical importance of location, market analysis, and thorough planning. WHAT TO LI…
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The Wealth Without Wall Street Formula
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Send us a text Ready to break free from Wall Street's grip and build real wealth? In this episode, Scott welcomes Russ Morgan, co-founder of Wealth Without Wall Street, to discuss the power of passive income and alternative investments in achieving financial freedom. Russ and his partner Joey Mure have created a groundbreaking book that offers a th…
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Understanding ESOPs with Joseph Sophia, Troy Starr, and Greg Daugherty
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In this episode of "Elevate Your Business," Adam discusses Employee Stock Ownership Programs (ESOPs) with experts Joseph Sophia, Troy Starr, and Greg Daugherty. They explain how ESOPs work, differentiating them from other business exit plans and employee benefits. Learn about the benefits ESOPs offer to both employers and employees, making them an …
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Smart Tax Moves: Cost Segregation Strategies for Self-Storage
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Send us a text Are you leveraging every financial advantage in your self-storage business? In this episode, Scott Meyers, the original SELF-STORAGE EXPERT, welcomes back Sean Graham to discuss the benefits of cost segregation for real estate investors, particularly those in the self-storage sector. Sean, a CPA with extensive experience in real esta…
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Ep 93: Simplifying Estate Settlements with Estate Planning Expert, Josh Yager
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We’ve brought some great estate planning attorneys to the show to discuss the importance of having a trust, but we’ve never talked about settling the trust. That’s why we’re excited to have estate planning expert, Josh Yager, Esq., CFP®, ChFC®, CLU®, with us to shed light on this important topic. Join us as we discuss the difference between probate…
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Revenue, Remote Management, and Real Results in Self-Storage
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Send us a text Can niche markets like RV and boat storage be the game-changer your business needs? In this episode, Scott chats with Gary Edmonds, a seasoned storage manager, about his journey from a commercial lender to a thriving storage facility owner and third-party manager. Gary shares his insights on managing facilities efficiently, the impor…
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Navigating Digital Business Acquisitions for IT Professionals with Michael Frew
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In this episode of "Elevate Your Business," Adam chats with Michael Frew of Dev Driven Acquisitions to explore the world of digital business acquisitions. Michael shares his journey from the corporate sphere of software engineering to online business purchases. He discusses the benefits for IT professionals of acquiring established online businesse…
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Scaling Smart: Self-Storage Strategies for Maximum Returns
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Send us a text Ever wondered how to turn a sleepy self-storage facility into a bustling profit powerhouse? Unlock the hidden potential of self-storage with the expert insights from Peter Smyth on the Self-Storage Podcast. Scott and Peter explore the nuances of tailoring management strategies to individual needs, enhancing customer experience, and s…
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How a Family Business Became a Self-Storage Leader
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Send us a text It was all about cold calls in the early days. Rachel Parham of Noah's Ark Development remembers her dad making call after call to manage a portfolio of over 400 facilities. Nothing wrong with good, honest, nose to the grindstone hard work. And it paid off. Rachel emphasizes the importance of due diligence, market studies, and experi…
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How To Use 1031s and DSTs To Minimize Real Estate Taxes with Greg Smith, VP of IPX1031
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6In this episode Adam sits down with Greg Smith, VP of IPX1031, to unravel the complexities of 1031 exchanges and Delaware Statutory Trusts (DSTs). As experts in the field, Greg and his team help real estate sellers minimize tax liabilities and reinvest those savings into their next ventures, making these tools invaluable for savvy investors. Throu…
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The Booming Boat and RV Storage Market
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Send us a text Tom Dunkel, Chief Investment Officer at Belrose Storage Group, discusses the increasing demand for boat and RV storage in the US. He explains that the production of RVs and boats is outpacing the creation of storage spaces, with homeowners’ associations and municipalities often restricting parking in residential areas. Dunkel suggest…
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REPLAY – Top FAQs From Self-Storage Newbies
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Send us a text This is an episode first published in September 2023. It’s one of our most popular. In this episode Scott discusses the current state of the Self-Storage industry and why it’s attracting new investors. With other asset classes experiencing a downturn, Self-Storage remains a lucrative investment option. Scott explains how self-storage…
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Banking on Self-Storage: A Guide to Smart Financing
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Send us a text What are the banks looking for right now when it comes to loans? In this episode, Scott warms up the conversation with proven strategies for securing self-storage loans amidst a challenging economic climate. He explains the evolving lending environment, the criteria lenders use to assess loan applications, and provides actionable str…
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Mastering Financial Metrics and Team Building with Jody Grunden
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6In this episode of "Elevate Your Business," Adam sits down with Jody Grunden, Co-founder of Summit CPA Group and partner at Summit Virtual CFO by Anders. Summit Virtual CFO is recognized as the leading provider of virtual CFO services across North America, assisting over 100 businesses in maximizing profits, minimizing taxes, and increasing cash f…
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Turning Self-Storage Ads into Occupancy
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Send us a text Meet the software turning self-storage ads into occupancy boosters! In this episode, Scott interviews Jason Zickler, co-founder of Adverank, about how their specialized software is changing paid advertising for self-storage operators. Jason explains how Adverank's innovative algorithm provides precise budget recommendations to maximi…
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From Adversity to Thriving Restaurateur: A Conversation with Just Chicken Founder D'Andre Martin
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In this episode of "Elevate Your Business," Adam sits down with DeAndre Martin, the dynamic restaurateur behind Just Chicken, to delve into his remarkable journey from a troubled past to entrepreneurial success. D'Andre's story is one of resilience and transformation. Inspired by his hardworking mother, who juggled three jobs, and motivated by a pi…
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9 Ways to Make Money in Syndication Fees
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Send us a text Syndicating self-storage deals just got trickier – here’s how to stay ahead. In this episode, Scott dives into the evolving landscape of the self-storage industry, emphasizing the challenges brought by rising interest rates, construction costs, and stricter lending practices. Scott outlines nine key fee structures in syndication, off…
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Ep 92: Retirement 'I Wish I Had Knowns': Common Planning Regrets
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While we love featuring guests on the show, John and Tom take a moment in this episode to touch on a topic close to their hearts: retirement planning regrets. Drawing from their years of experience, they discuss common pitfalls and missed opportunities that clients often face in the retirement planning process. From procrastinating on tax planning …
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Beyond the Box: Pro Storage Explained
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Send us a text Imagine the booming world of self-storage evolving into something even more specialized and lucrative. In this episode, Scott Meyers chats with Joe Downs of the Belrose Storage Group about the emerging niche of "pro storage" – a unique blend of contractor and RV/boat storage. They explore the untapped potential of this market, the ch…
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Unlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies with Amber Gilsdorf and Katie Cox
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In this engaging episode of "Elevate Your Business," host Adam Koos welcomes two expert guests: Amber Gilsdorf, Director of College Planning with Estrela Consulting, and Katie Cox, the owner of Katie Cox and Co., a boutique tax and accounting firm. Together, they delve into the pressing issue of the rising cost of college education and provide inva…
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From Traditional to Self-Directed: A Wealth-Building Journey
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Send us a text Turn your savings into a wealth-building machine. Scott Meyers introduces Donnell and Angelique Stidhum, a dynamic duo dedicated to empowering individuals through financial literacy. They share their journey and strategies for leveraging self-directed 401(k)s, real estate investments, and other financial tools to achieve financial se…
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Behind the Pages: Mastering Business Influence with Ghostwriter Extraordinaire, Michael Levin
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Tune in to the next episode of "Elevate Your Business" for an engaging discussion between host Adam Koos and Michael Levin, a seasoned ghostwriter with an impressive track record of over 1000 books spanning three decades. In this episode, they delve into the intricacies of avoiding the "commodity trap" and building trust in a landscape where establ…
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Breaking Ground: The Next Steps in Self-Storage Site Development
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Send us a text Site development is critical! In this episode, Scott shares the essentials of developing the perfect location for your self-storage business. From understanding zoning regulations and gaining community support to identifying red flags like environmental challenges and wetlands, he emphasizes the importance of due diligence and strate…
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Bridging Talent and Opportunity: Inside HBCU Connect with CEO and Founder Will Moss
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Adam Koos sits down with Will Moss, the CEO and Founder of HBCU Connect, a pioneering online platform serving the students and alumni of Historically Black Colleges and Universities (HBCUs). Since its inception in 2002, HBCU Connect has grown to over 1.2 million members, becoming a vital hub for connecting talent with opportunities while serving th…
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The Developer’s Guide to Self-Storage Site Evaluation
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Send us a text Essential strategies for development amidst financial uncertainties. In this episode, Scott explores the intricacies of evaluating potential development sites for lender approval in today's challenging economic landscape. With interest rates on the rise and a potential recession looming, Scott discusses the strategic importance of se…
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The SpareBox Storage Tech Revolution in Self-Storage
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Send us a text Technology is transforming self-storage. Jackson Stevens shows us how tech can reign supreme in the realm of self-storage. Scott and Jackson discuss the SpareBox Technologies’ rapid growth and the innovative software solutions driving operational excellence. From AI-driven revenue management to real-time field operations apps, Steven…
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Marketing and Digital Domination with Bill Kiefaber, President and Owner of Marketing Works
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Welcome to another insightful episode of Elevate Your Business with your host, Adam Koos. In this edition, Adam sits down with Bill Kiefaber, the esteemed President and Owner of Marketing Works, a true powerhouse in the realm of B2B marketing. With over three decades of experience under his belt, Bill has been instrumental in crafting integrated ma…
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Recapping the 2024 ISS World Expo
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Send us a text The ISS World Expo sets the stage. After attending the ISS World Expo in Las Vegas, Scott shares a comprehensive breakdown of the event, highlighting the vibrant community and the dynamic evolution of the self-storage industry. From technological advancements to the strategic discussions about the future of self-storage investments, …
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Why Technology is So Important in Self-Storage
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Send us a text Software solutions are helping manage all aspects of maintaining facilities, from tracking tasks and schedules to providing insights on operational improvements. In this episode, Jadob Pandl and Bob Linneman of NodaFi join Scott to highlight the importance of having a centralized system for facility operations, especially for new ent…
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Defining Success and Empowering CEOs with Kiley Peters, Executive Coach and Founder of RAYNE IX
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In this episode of "Elevate Your Business," host Adam Koos welcomes Kiley Peters, founder of RAYNE IX, to discuss her transition from running a profitable marketing firm to starting a consultancy aimed at empowering female CEOs. Kiley shares why she redefined her own metrics for success and how her new venture aligns with her passion for fostering …
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Ep 91: Avoiding Costly Retirement Fund Mistakes featuring Andy Ives
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We're excited to have Andy Ives, CFP®, AIF®, back on the podcast with us this week. Andy is an IRA analyst at ED Slott and Company LLC. He joins us to talk about avoiding costly mistakes with your retirement funds. Tune in as we talk about Net Unrealized Appreciation (NUA) opportunities, Roth conversions, the age 55 exemption, and much more! Import…
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Investment Speed: Keeping Up in a Fast Market
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Send us a text Three key steps to drive successful investments: Focus on your primary source of income, Understand the intricacies of tax-saving techniques Wrap your head around the powerful concept of 'infinite banking'. Addressing common fears and the noise of misinformation, Scott and guest Chris Miles emphasize the value of surrounding oneself …
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