Are you still thinking if the BRRRR method is the best route to diversify your real estate portfolio? We’ll give you more enlightenment in this episode as Clay Hepler connects with us! Get inspired by how he entered the investing world despite his family’s business success and creativity in using his life insurance policy to start his journey. Plus, you’ll gain more refinancing insights, so stay tuned to this show!

Key Takeaways to Listen for

• The competence of leveraging a life insurance policy to get into real estate and build a portfolio
• Tips to effectively utilize the BRRRR and refinancing strategy
• How to stay ahead of the game and win deals in a competitive market
•  Short-term vs. long-term rentals in terms of scalability and appreciation
• Importance of elevating your skill sets in wealth creation
• The result of having strategic partnerships and relationships in real estate

Resources Mentioned in This Episode

• The Who not How by Dan Sullivan | Paperback & Audiobook
• Free Apartment Syndication Due Diligence Checklist for Passive Investor 

About Clay Hepler

Clay Hepler is a fiancé, multifamily investor, serial entrepreneur, podcast host, and cash flow, specialist. 

He scaled his family’s chocolate company from 2 states to 42 in 18 months and set the foundation to have a partnership with Geoffrey Zakarian, the Iron Chef from “Chopped” the TV Show, and owner of many successful restaurants across America.  

It was during that time that he first learned about Cashflow Banking when his centimillionaire mentor told him about how he used life insurance as a place to warehouse his family’s capital.  

From that time on, Clay was obsessed with the mindset, methods, and manners of the ultra-wealthy. He has used this strategy in his own life and now helps entrepreneurs, high performers, and real estate investors implement Cashflow Banking in their own life to create, protect and multiply more of their cash flow and get to financial freedom and abundance faster. 

He has purchased 13 multifamily units and one luxury multi-million dollar short-term rental in a little over 15 months using all of his own money at the age of 25.