Anne Grey, President & CEO of Make-A-Wish Orange County & the Inland Empire, shares the organization’s mission to bring hope to children with critical illnesses. She discusses the types of wishes granted, the qualification process, and the importance of community and volunteer involvement. Anne also reflects on her first year leading the chapter and the lasting impact of each wish.

Anne Grey is a seasoned nonprofit leader with over 25 years of experience driving growth and impact at organizations such as Vivalon, the Alzheimer’s Association, and the Pancreatic Cancer Action Network. Recognized as one of OC Register’s Most Influential People in 2020, Anne is known for her strategic leadership and community-driven focus. She currently resides in both Irvine and Rancho Mirage, bringing a unique regional perspective to her work with Make-A-Wish. Anne holds a BA in International Relations from the University of San Diego and an MBA from Pepperdine University, and she actively volunteers with several local organizations.

In this episode:

• Introducing this year’s benefit charity: Make-A-Wish Orange County & the Inland Empire
• Anne Grey shares the mission and impact of Make-A-Wish
• Types of wishes granted and how families are involved in the process
• Anne reflects on her first year as President & CEO and the emotional impact of wish experiences
• Understanding the wish qualification process, including the urgency of rush wishes
• Fundraising strategies and Make-A-Wish’s financial goals for 2025
• The powerful impact of wishes on children, families, and communities
• The vital role of volunteers in delivering hope and creating meaningful experiences

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


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In this bonus episode, Joe Downs returns to share deeper insights into the operations, trends, and future of self-storage investing. He covers hybrid management models, the role of AI in streamlining customer service, and his approach to sourcing and funding deals. Joe also highlights how the ongoing housing shortage is boosting demand for storage and why younger generations are driving industry growth. The episode wraps with practical advice for investors eyeing opportunities in this evolving asset class.

Joe is a lifelong entrepreneur with a track record of success across the securities, mortgage, hospitality, and real estate industries. As co-founder and CEO of The Belrose Group, he’s built a powerhouse firm specializing in the self-storage sector of commercial real estate—expanding it from acquisitions to include development and consulting. Known for spotting “niches within niches,” Joe brings a sharp eye for opportunity and a passion for educating others. He’s a featured speaker at the Self-Storage Academy and Mastermind, where he shares his insights as both a visionary leader and a hands-on investor.

In this episode:

• Exploring hybrid management models in self-storage operations
• Leveraging AI-driven call centers to improve efficiency and service
• How Joe Downs sources deals and stays ahead of market trends
• Creative funding strategies for storage acquisitions at any investment level
• The connection between the housing shortage and rising storage demand
• Demographic trends fueling continued growth in the self-storage industry
• Joe Downs shares expert advice on the future of storage and smart investing

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


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In Part 2, Joe Downs continues his story, diving deeper into his transition into real estate—from early partnerships in wholesaling and flipping to building a scalable business in self-storage. He shares the challenges of navigating commercial real estate, key operational strategies, and how technology is reshaping the self-storage industry. Joe also reflects on the importance of staying adaptable and always learning in a fast-evolving market.

Joe is a lifelong entrepreneur with a track record of success across the securities, mortgage, hospitality, and real estate industries. As co-founder and CEO of The Belrose Group, he’s built a powerhouse firm specializing in the self-storage sector of commercial real estate—expanding it from acquisitions to include development and consulting. Known for spotting “niches within niches,” Joe brings a sharp eye for opportunity and a passion for educating others. He’s a featured speaker at the Self-Storage Academy and Mastermind, where he shares his insights as both a visionary leader and a hands-on investor.

In this episode:

• Joe Downs’ path from hospitality and radio sales to real estate investing
• Partnering in house flipping and wholesaling: early lessons and wins
• Challenges faced in commercial real estate and strategic pivots
• Breaking into self-storage investing and spotting niche opportunities
• Key operations and marketing strategies in self-storage success
• How digital tools are transforming the self-storage industry
• The value of adaptability and lifelong learning in real estate

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


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In this episode, Craig sits down with Joe Downs, CEO of Belrose Asset Management and co-founder of The Belrose Group. Joe shares his journey from early entrepreneurship to building a real estate investment firm focused on high-yield, niche opportunities—especially in the self-storage and distressed mortgage sectors. Tune in as we explore how Belrose identifies value others miss, their strategic approach to scaling, and Joe’s insights for investors looking to break into specialized asset classes.

Joe is a lifelong entrepreneur with a track record of success across the securities, mortgage, hospitality, and real estate industries. As co-founder and CEO of The Belrose Group, he’s built a powerhouse firm specializing in the self-storage sector of commercial real estate—expanding it from acquisitions to include development and consulting. Known for spotting “niches within niches,” Joe brings a sharp eye for opportunity and a passion for educating others. He’s a featured speaker at the Self-Storage Academy and Mastermind, where he shares his insights as both a visionary leader and a hands-on investor.

In this episode:

• Craig Evans welcomes Joe Downs, CEO and co-founder of The Belrose Group, a leader in self-storage real estate investingJoe shares insights into his personal background, family values, and what shaped his entrepreneurial mindset.
• A look into Joe’s early years, formative experiences, and the lessons he learned growing up.
• Joe walks us through his career journey—from first jobs to key milestones that led him toward business leadership.
• The pivotal moment when Joe transitioned into real estate and launched his path as a serial entrepreneur.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


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In Part 2 of the Real Estate Roundtable, host Joey Romero continues the conversation with REIA leaders Lisa Hoegler (LA South REIA), Larry French (CVREIA), and Dan Redig (SDCIA). They discuss their dream guest speakers, ongoing educational pursuits, and offer valuable insights into today’s market sentiment. The episode wraps with predictions for 2025, practical advice for new investors, and the importance of connecting with local investor communities.

For more information on this month’s featured clubs and speakers, please see below:

LA South Real Estate Investors Association

San Diego Creative Investors Association

Coachella Valley Real Estate Investors Association

In this episode:

• REIA leaders share their dream guest speakers for investor club events
• Ongoing personal education and growth strategies for real estate professionals
• Insights into current market sentiment and how investors are reacting
• Expert predictions and economic outlook for real estate in 2025
• Actionable advice for new and aspiring real estate investors
• The importance of building relationships through local investor clubs

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


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In this episode of INVESTOR CLUB ROUNDUP SHOW host Joey Romero sits down with REIA leaders Lisa Hoegler (LA South REIA), Larry French (CV REIA), and Dan Redig (SDCIA) for a dynamic roundtable discussion. They share how their clubs have adapted in a changing market—from flipping to finance, lunch meetups to online events, and a growing focus on ADUs. Tune in for valuable insights on local real estate trends, the power of investor communities, and how education is evolving across California’s REIA landscape.

For more information on this month’s featured clubs and speakers, please see below:

LA South Real Estate Investors Association

San Diego Creative Investors Association

Coachella Valley Real Estate Investors Association

In this episode:

• Joey Romero introduces REIA leaders Lisa Hoegler (LA South REIA), Larry French (CVREIA), and Dan Redig (SDCIA)
• Lisa Hoegler shares LA South REIA’s shift from flipping to finance and economics
• Larry French discusses CVREIA’s monthly meetups and local market focus
• Dan Redig highlights SDCIA’s hands-on approach and ADU trends in San Diego
• REIA leaders reflect on club growth and adapting to market challenges
• Local real estate investing opportunities unique to LA, Central Valley, and San Diego
• The role of community support and education in investor success
• Importance of dynamic speakers and staying connected through evolving formats

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


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In Part 2 of our conversation with Hannah Kesler of The Money Multiplier, we dive deeper into the mindset behind financial freedom. Hannah breaks down the importance of paying yourself first, managing cash flow, and how the Infinite Banking Concept supports long-term wealth. She shares powerful stories from the field, discusses her book The Single Millionaire Chick, and opens up about working with family, overcoming business challenges, and creating generational wealth. Plus, she offers practical advice for new investors and shares details about her upcoming events.

Hannah Kesler is a second-generation educator of the Infinite Banking Concept—a wealth-building strategy she passionately teaches alongside her father across the country. Mentored from a young age on how money truly works, Hannah began implementing the Infinite Banking Concept at just 18 and entered the real estate world by 20. With a vision to build a real estate empire and launch her own fashion line, she’s leveraging this powerful financial strategy to turn her dreams into reality. Based in Daytona Beach, Florida, Hannah embraces #vanlife with her cat, enjoying live music, dancing, and outdoor adventures when she's not helping others take control of their financial future through becoming their own banker.

GET HER eBOOK HERE: The Single Millionaire Chick by Hannah Kesler

In this episode:

• Introduction to the Money Multiplier and why understanding how money works is key to financial freedom
• The importance of paying yourself first and mastering cash flow management
• Hannah shares impactful stories and her passion for teaching financial literacy
• Behind the scenes of Hannah's book, The Single Millionaire Chick & The Companion and her writing journey
• Insights on working with family and navigating business challenges
• Building generational wealth through intentional financial education
• Practical advice for new investors looking to take control of their finances
• A look at Hannah’s upcoming events and where to learn more about Infinite Banking

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


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In this episode, financial educator and real estate investor Hannah Kesler shares her journey as a second-generation advocate of the Infinite Banking Concept. From being mentored in financial literacy as a child to teaching the Money Multiplier method across the U.S., Hannah explains how this strategy helps individuals build and preserve wealth. She also discusses her early start in real estate, the power of strategic debt, and the critical role family and community play in achieving financial independence. Whether you're new to wealth-building or looking for smarter ways to grow your assets, this episode offers practical insights to help you take control of your financial future.

Hannah Kesler is a second-generation educator of the Infinite Banking Concept—a wealth-building strategy she passionately teaches alongside her father across the country. Mentored from a young age on how money truly works, Hannah began implementing the Infinite Banking Concept at just 18 and entered the real estate world by 20. With a vision to build a real estate empire and launch her own fashion line, she’s leveraging this powerful financial strategy to turn her dreams into reality. Based in Daytona Beach, Florida, Hannah embraces #vanlife with her cat, enjoying live music, dancing, and outdoor adventures when she's not helping others take control of their financial future through becoming their own banker.

GET HER eBOOK HERE: The Single Millionaire Chick by Hannah Kesler

In this episode:

• Meet Hannah Kesler, second-generation advocate of the Infinite Banking Concept and passionate financial educator.
• Learn how Hannah transitioned from being mentored as a child to teaching financial independence and speaking nationwide.
• Discover Hannah’s early entry into real estate at 20 and how she leverages wealth-building strategies to fuel her personal and professional goals.
• Explore the Money Multiplier method, rooted in the Infinite Banking Concept, and how it empowers individuals to recycle and recapture their own money.
• Understand the practical applications of Infinite Banking for managing debt, increasing liquidity, and building long-term wealth.
• Gain insights into how strategic debt and disciplined cash flow management can support generational wealth.
• Hear Hannah’s perspective on the importance of family, mentorship, and community in achieving financial success.

The Norris Group originates and services loans in California and Florida under California DRE License 01219911, Florida Mortgage Lender License 1577, and NMLS License 1623669. For more information on hard money lending, go www.thenorrisgroup.com and click the Hard Money tab.


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