My guests in this episode is a power couple, Josh and Melanie McCallen.
This is their second appearance on the show, they shared, The Art & Science of Resort Rehab Cashflow in Episode 455.
Josh is a nationally recognized hospitality executive, conference speaker, innovator, builder & investor with a track record for development of exceptional resort properties and growing world-class operational teams.
Melanie is the President of Accountable Equity and also a partner in both Vivamée Hospitality and Accountable Equity, where she manages various designers and architects, as well as serves investors directly.
There has been a lot of talk about Opportunity Zones and Opportunity Funds and a lot of it is theory and just opinions. Josh and Melanie actually have done an Opportunity Zone Project and have been through the whole process and paid a lot in legal fees to figure this all out since they actually were doing a project, not just potentially looking into it.
As you know, I try to bring on guests that do what they talk about so I am super excited to have them back on to share their Opportunity Zone Project & Fund story, since there is a lot to learn and unpack.
Josh and Melanie also have graciously agreed to host a webinar with yours truly to share even more information and deep dive into certain aspects of Opportunity Zones for listeners that are interested. The webinar is titled, “How To Become An Opportunity Zone Ninja and you can access that webinar at cashflowninja.com/opportunityfund.
754: Eugene Shatsman: The 5 Pillars Of Growth In A Recession
My guest in this episode is Eugene Shatsman. Eugene is the Managing Partner of National Strategic Group. Eugene teaches business strategy, consumer behavior, marketing, and what all of us want – how to drive more business into our businesses. His team at National Strategic has over 100 people, and they do a tremendous amount of…
753: Dave Wolcott: Opportunity Investing In Times Of Crisis
My guest in this episode is Dave Wolcott. Dave started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey…
752: Brett Swarts: Building A Tax Deferred Exit Strategy
My guest in this episode is Brett Swarts. Brett is the Founder of Capital Gains Tax Solutions. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 10…