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The Wealth Flow With Keith Borie

Catapult your wealth-building journey to new heights by unlocking the secrets of passive investing! Welcome to The Wealth Flow Show, where we provide you with invaluable education to help you overcome the obstacles on your path to real estate success.Tune in every Tuesday and Thursday as we explore a wide range of investment alternatives, including different asset classes, self-directed IRAs, and powerful taxation techniques to optimize your purchasing power. Our episodes feature enlightening discussions with expert guests, providing you with diverse perspectives to foster personal and professional growth.Your investing career is as far as your imagination goes, and we're here to serve as your ultimate guide to transform your dreams into reality.
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Latest Episodes

How to Scale From RV Parks to Multifamily Real Estate - Weston Wappler (EP#236)

October 21, 2026

What does it take to turn a small business acquisition into a real estate investment platform with billion-dollar ambitions? Weston Wappler shares how he went from running a landscaping business as a teenager to buying a laundromat, acquiring RV parks, and expanding into multifamily real estate. He reveals how seller financing, hands-on management, operational improvements, and disciplined acquisitions helped him uncover opportunities in overlooked properties while preparing his firm for larger investments. Tune in to learn why Weston believes patience, strong systems, and knowing when to shift strategies are essential to building a scalable real estate business.

 

Key Takeaways To Listen For

  • What buying an RV park taught Weston about due diligence and scaling

  • Why hiring for attitude and tracking performance can transform property management

  • How Weston plans to scale his multifamily portfolio while prioritizing investor returns

  • Which markets Weston is targeting for his next phase of acquisitions

  • The investment mistake Weston believes new investors should avoid

 

Resources/Links Mentioned In This Episode

 

About Weston Wappler

Weston Wappler is a real estate investor and entrepreneur associated with Wappler Capital, where he focuses on identifying investment opportunities, building strategic partnerships, and creating long-term wealth through real estate. He helps investors understand real estate investment strategies, evaluate opportunities, and pursue financial growth through disciplined investing. Through Wappler Capital, Weston emphasizes relationship building, thoughtful investment decisions, and sustainable wealth creation.

 

Connect with Weston

 

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/. 

 

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#TheWealthFlow #WestonWappler #WapplerCapital #KeithBorie #RealEstateInvesting #MultifamilyInvesting #MultifamilyRealEstate #RVParkInvesting #CommercialRealEstate #RealEstateSyndication #PassiveIncome #CashFlowInvesting #ValueAddRealEstate #RealEstateInvestor #RealEstateEntrepreneur #SellerFinancing #RealEstateAcquisitions #AssetManagement #PropertyManagement #RealEstateDueDiligence #OperationalEfficiency #CapitalRaising #PrivateEquity #RealEstatePortfolio #TexasRealEstate #DistressedRealEstate #InvestmentStrategy #RiskManagement #WealthBuilding #FinancialFreedom

 

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Build a Tax-Efficient Portfolio Without Sacrificing Liquidity - Alexey Sokolov (Ep#235)

October 14, 2026

Making money is only half the equation. How much of it are you actually keeping? Financial advisor Alexey Sokolov shares lessons from 17 years in capital markets and explains how tax planning, liquidity, diversification, and risk management can help investors protect what they've built. He also breaks down emergency reserves, portfolio allocation, life insurance, and the "bond drag" that can quietly affect long-term returns. Tune in to learn how thoughtful financial planning can help you keep more of your wealth and prepare for whatever the market brings.

 

Key Takeaways To Listen For

  • Why a lack of liquidity can force investors to sell at the worst possible time

  • How much money investors should consider keeping accessible for emergencies

  • The hidden concentration risk inside seemingly diversified market indexes

  • What to consider when determining how much life insurance you may need

  • "Bond drag" and how it can quietly affect long-term portfolio growth

 

Resources/Links Mentioned In This Episode

 

About Alexey Sokolov 

Alexey Sokolov is a Financial Advisor with Northwestern Mutual in Los Angeles, helping founders, investors, and high-earning professionals preserve and grow wealth through tax-efficient financial planning, liquidity strategies, and concentrated position management. With 17 years of experience in capital markets and wealth management, Alexey brings an operator's perspective to financial planning, having co-founded and led Grid Capital, a regulated investment platform serving high-net-worth and institutional clients, through a seven-figure exit in 2025. Over his career, he has helped build more than $100 million in assets under management and served clients representing over $5 billion in assets. His approach focuses on helping clients keep more of what they build by coordinating investment, tax, liquidity, and long-term wealth strategies while managing the risks that often accompany major exits and concentrated wealth.

 

Connect with Alexey

 

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/. 

 

Follow Keith's social media pages

 

Hashtags

#TheWealthFlow #AlexeySokolov #KeithBorie #FinancialPlanning #WealthManagement #WealthBuilding #TaxPlanning #TaxStrategy #TaxEfficiency #FinancialAdvisor #FinancialFreedom #FinancialIndependence #InvestmentPlanning #Investing #InvestmentStrategy #PortfolioManagement #PortfolioDiversification #RiskManagement #CapitalMarkets #Liquidity #EmergencyFund #RetirementPlanning #RetirementInvesting #LifeInsurance #AssetAllocation #TaxLossHarvesting #DirectIndexing #PersonalFinance #HighIncomeEarners #WealthPreservation

 

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How to Turn a 1031 Exchange Into Passive Real Estate Income - Ashley Romiti (EP#234)

October 7, 2026

What if you could step away from managing rental properties without immediately giving up the tax advantages you've spent years building? Ashley Romiti breaks down how 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 UPREIT strategies can help real estate investors transition from active ownership toward more passive investments. She explains the critical 45- and 180-day exchange rules, how to evaluate DST sponsors and underlying real estate, and why diversification, liquidity, and long-term planning matter when choosing a strategy. Tune in to learn how these tools can help investors reposition their portfolios, defer capital gains, and prepare for the next phase of their investment journey.

 

Key Takeaways To Listen For

  • What investors should investigate before choosing a DST sponsor

  • Why knowing the underlying real estate matters 

  • How a 721 UPREIT differs from a traditional DST strategy

  • Main reasons why liquidity should factor into every DST and 721 decision

  • Oil and gas royalties: how they can fit into certain 1031 exchange strategies

 

Resources/Links Mentioned In This Episode

 

About Ashley Romiti

Ashley Romiti is the Founder and President of GCA1031, specializing in 1031 exchanges and Delaware Statutory Trusts (DSTs) for long-term real estate owners navigating the transition from active property management to passive investing. With more than 13 years of real estate experience, Ashley began her career as an investment property agent and has personally underwritten more than $500 million in real estate transactions, developing deep expertise in property financials, debt structures, market fundamentals, and exit strategies. Today, she applies that same asset-level underwriting discipline to evaluating DST opportunities, taking an independent, sponsor-agnostic approach that prioritizes real estate fundamentals, risk, diversification, sustainable income, and long-term flexibility. Through GCA1031, Ashley works primarily with retiring landlords, longtime property owners, and families seeking thoughtful strategies for simplifying ownership, preserving wealth, and planning their next chapter while collaborating closely with their CPAs, attorneys, and Qualified Intermediaries.

 

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This is for informational purposes only, does not constitute as investment advice, and is not legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

 

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. GCA 1031 is independent of CIS. Concorde is headquartered at 3909 Research Park Drive, Suite 200, Ann Arbor, MI 48108. Phone: (248) 824-6710. Ashley Romiti can be contacted at (949) 235-5606 or info@GCA1031.com. 

 

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/. 

 

Follow Keith's social media pages

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EP233: Why Retail Real Estate Is Making a Comeback - Andy Weiner

September 30, 2026

What if one of commercial real estate's most overlooked sectors is becoming one of its biggest opportunities? Andy Weiner, CEO and founder of Rockstep Capital, shares how his team acquires distressed shopping centers in secondary and tertiary markets and turns them into cash-flowing assets that strengthen local communities. He explains why local partners and community banks can reduce risk, how malls are being reinvented with new uses, and why today's retail supply-demand imbalance is creating opportunities for investors. Tune in to discover why Andy believes "boring cash" and overlooked hometown markets deserve a closer look.

 

Key Takeaways To Listen For

  • How local partners can reduce risk and create value in smaller markets

  • Why distressed enclosed malls can produce attractive cash flow

  • A savvy way for a deal to still work even if your value-add plan doesn't

  • What makes community bank financing valuable for repositioning retail properties

  • Reasons why diversification matters when testing a new real estate strategy

 

Resources/Links Mentioned In This Episode

 

About Andy Weiner

Andy Weiner is the Founder and CEO of RockStep Capital, a privately held real estate investment firm specializing in shopping centers and retail real estate. His background combines hands-on retail experience from his family business, Weiner Stores, with extensive expertise in real estate investment, redevelopment, and the evolving shopping center sector. Andy earned degrees in Economics and Political Science from Stanford University, an MBA from the University of Texas, and completed Harvard's executive business program for retail professionals. A proud Houstonian, he is also an aviation and history enthusiast with a passion for languages, speaking English, Spanish, and French fluently and having studied Italian, Japanese, Greek, and Hebrew.

 

Connect with Andy 

 

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/. 

 

Follow Keith's social media pages

 

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EP232: How to Survive Market Cycles as a Multifamily Real Estate Investor - Charles Seaman

September 23, 2026

What can losing deals teach you that successful investments never will? Charles Seaman shares hard-earned lessons from building a multifamily portfolio through the pandemic, rising interest rates, soaring insurance costs, and shifting market cycles. From closing his first 92-unit property to navigating a complete loss on another investment, he explains why conservative underwriting, adequate reserves, strong property management, and timing matter. Tune in to learn how real-world wins and setbacks can make you a more disciplined multifamily investor.

 

Key Takeaways To Listen For

  • How one successful deal can change your credibility with brokers and sellers

  • What happened when the pandemic threatened a deal already under contract

  • Why smaller multifamily properties gave Charles an unexpected competitive advantage

  • The hidden renovation costs investors should consider with workforce housing

  • One underwriting mistake that can quickly sink a multifamily investment

 

Resources/Links Mentioned In This Episode

 

About Charles Seaman

Charles Seaman is a senior commercial real estate executive, investor, and Managing Partner of Cash Flow Champs, specializing in multifamily acquisitions and investments. His experience spans sourcing and underwriting opportunities, raising capital, securing financing, managing renovations, and overseeing multifamily assets through changing market conditions. Charles is also a multifamily coach with Master Passive Income and co-host of the MPI Multifamily Commercial Real Estate Investing podcast, where he shares practical insights on commercial real estate, deal analysis, financing, and portfolio growth. Through his investing, coaching, and educational work, he helps investors better understand multifamily real estate and build sustainable investment strategies.

 

Connect with Charles 

 

Connect With Us

If you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/. 

 

Follow Keith's social media pages

 

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