New Orleans Real Producers May 2021

NEW ORLEANS

C O N N E C T I N G .

E L E VAT I N G .

I N S P I R I N G .

BOSS MOMS OF GREATER NEW ORLEANS REAL ESTATE Meghan Mercadel, Felicity Kahn, Courtney LeBlanc, Effie Chaisson, Ansley Marshall & Chastity Bosch

Photos by Lacy Davillier, Davillier Photography & Graphics

PARTNER SPOTLIGHT Homestead Title Co.

M AY 2 0 2 1

Welcome to the newest attorney to join our team –

Now with a new uptown location to better serve your clients:

Marlin N. Gusman, Jr.

1521 A Washington Ave, New Orleans, LA 70130

504-635-0635

True Title Gretna 901 Derbigny Street Gretna, LA 70053 (504) 368-1118

2 • May 2021

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True Title Metairie 110 Veterans Boulevard Suite 525 Metairie, LA 70005 (504) 309-1030

www.TrueTitle.net

New Orleans Real Producers • 3

TAB LE OF

CONTENTS 12

16

18

Partner Spotlight: Homestead Title

Boss Moms of Greater New Orleans Real Estate: Chastity Bosch

A Guide to Hiring the Right Contractor for Your Project

20

23

24

Boss Moms of Greater New Orleans Real Estate: Courtney LeBlanc

Staying Real Safe: Mother’s Day Edition

Boss Moms of Greater New Orleans Real Estate: Effie Chaisson

26 34

30

34

The Pets Key ofto Agent Realand Producers Investor Relationships

Boss Moms of Greater New Orleans Real Estate: Meghan Mercadel

Event Recap: Community Cleanup

34 36

39

42

Boss Pets Moms of of Greater Real New Producers Orleans Real Estate: Ansley Seaver Marshall

Structuring Your Real Estate Empire

Boss Moms of Greater New Orleans Real Estate: Felicity Kahn

If you are interested in contributing or nominating Realtors for certain stories, please email us at julian.landry@realproducersmag.com.

DISCLAIMER: Any articles included in this publication and/or opinions expressed therein do not necessarily reflect the views of The N2 Company d/b/a Real Producers but remain solely those of the author(s). The paid advertisements contained within the New Orleans Real Producers magazine are not endorsed or recommended by The N2 Company or the publisher. Therefore, neither The N2 Company nor the publisher may be held liable or responsible for business practices of these companies.

4 • May 2021

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New Orleans Real Producers • 5

broberts@stanmor.com

SINCE 1925

NMLS#44912

THE RIGHT WAY HOME... FOR ALL THE RIGHT REASONS Local In-House Processing, Underwriting, and Servicing SLIDELL

Julian Landry

Lori Landry

Owner/Publisher

Kayla Perrault

Account Executive

Account Executive

Lacy Davillier Photographer

Knakeesha Samuels Event Planner

METAIRIE

1401 Gause Blvd.

Slidell, LA 70458

110 Veterans Blvd., Suite 430 Metairie, LA 70005

NEW ORLEANS

MANDEVILLE

701 Poydras St., #110 Plaza New Orleans, LA 70139

2 Sanctuary Blvd., Suite 201 Mandeville, LA 70471

www.stanmor.com

Happy Mother's Day!

Katherine Fondren Content Coordinator

Suzy Delong Ad Manager

Dave Danielson Writer

David DeSue

Publishing Assistant

eweller@stanmor.com

Mandeville • NMLS# 1017645

Partner with us and let us show you how we've built a solid organization with nearly a century of real estate experience!

REAL PRODUCERS TEAM

ERIC WELLER 985-778-2807

EMILY PAULE 504-828-2990

epaule@stanmor.com Metairie • NMLS# 1035917

STACIE KERRY 504-828-2994

skerry@stanmor.com

Metairie • NMLS# 1716663

KASEY SARTIN 504-569-3782

ksartin@stanmor.com

New Orleans • NMLS# 260580

JAMES TOPPING JR. 504-569-3781

SOUTHSHORE TEAM

NEW ORLEANS

Slidell • NMLS# 315911

NORTHSHORE TEAM

BECKY ROBERTS 985-847-0570

MEET THE

jtopping@stanmor.com

New Orleans • NMLS# 1763757

ecko360 Estates/ ecko360 Media

Noel Marcantel Photographer

Videographer

If you are interested in contributing or nominating REALTORS® for certain stories, please email us at julian.landry@realproducersmag.com

contract to CLOSED

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Follow us on social media

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6 • May 2021

Yo

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Executive_Lady_ @realproducers

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New Orleans Real Producers • 7

PREFERRED PARTNERS

This section has been created to give you easier access when searching for a trusted real estate affiliate. Take a minute to familiarize yourself with the businesses sponsoring your magazine. These local businesses are proud to partner with you and make this magazine possible. Please support these businesses and thank them for supporting the REALTOR® community!

APPRAISER Bryant Appraisal Services LLC Rosalyn Bryant (504) 828-2779

Old Republic Home Protection Webb Wartelle (225) 241-2088 ORHP.com

MORTGAGE LENDING InterLinc Mortgage Services Alex Shafirovich (504) 292-3443 InterlincMortgage.com/GNO

ROOFING & WATERPROOFING Allied Xteriors (225) 223-4010 TheRoofGeek.com

AUTOMOBILE SALES & SERVICE Porsche of New Orleans (504) 832-2112 porscheofneworleans.com

JUNK REMOVAL Junk King Miller Gunn (504) 457-7800 junk-king.com/location/ new-orleans

PHOTOGRAPHY Davillier Photography and Graphics Lacy Davillier (504) 821-2666 davillierbranding.com

TAX PROFESSIONAL/C.P.A. Norton Accounting Services LLC Bob Norton (985) 690-4498

MARTIAL ARTS XS Martial Arts Dojo Jason Horne 2000 Earhardt Blvd., Ste B New Orleans, LA 70113 (504) 558-9850 xsmad.com

So It Goes Productions Kenny Lass (504) 810-1420 soitgoesproductions.com

TITLE COMPANY Fleur De Lis Title Jeff LeSaicherre (985) 277-5550 fdtitle.com

CLOSING GIFTS Cutco Closing Gifts Lori Reyna Landry (916) 420-2540 girlwithanedge.com EXTERIOR CLEANING SERVICE Safe Wash Solutions (985) 789-8018 safewashsolutions.com GENERAL CONTRACTOR Professional Construction & Restoration Stephen Emmons (504) 738-7380 pcrnola.com HOME INSPECTION Axelrad & Associates Home Inspection (504) 799-9401 AxelradHome.com

8 • May 2021

MORTGAGE Angel Oak Home Loans (504) 319-9186 AngelOakHome Loans.com Eustis Mortgage Sunny Shannon (504) 905-4881 EustisMortgage.com/ Sunny-Shannon Jordan Gerard Mortgage Team (337) 501-0155

House Call Ed Rowley & Bill Harris (504) 888-7378 HouseCallUSA.net

NOLA Lending Group, A Division of Fidelity Bank (800) 220-2497 NOLALending.com

HOME WARRANTY Home Warranty of America Lydia Hodges (985) 869-6111 HWAHomeWarranty.com

Standard Mortgage Corporation (504) 569-3695 StanMor.com

PHOTOGRAPHY PORTRAITS & HEADSHOTS Noel Marcantel Photography Noel Marcantel (504) 323-9317 NoelMarcantel.com PRINTING & PROMOTIONAL PRODUCTS O’Imagination (504) 535-4650 oimagination.net REAL ESTATE Northshore Real Estate Investors Association Courtney Fricke (985) 259-2858 REAL ESTATE VIDEO & PHOTOGRAPHY ecko360 Estates (985) 662-3600 ecko360estates.com

Homestead Title (504) 581-6427 HomesteadTitle Corp.com True Title - Gretna Office (504) 368-1118 TrueTitle.net True Title - Metairie Office (504) 309-1030 www.TrueTitle.net TRANSACTION COORDINATOR Executive Lady (504) 669-4703 theexecutivelady.com UTILITY CONCIERGE Utility Boss Tyler Chapman (985) 981-3252 UtilityBoss.net

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New Orleans Real Producers • 9

note PUBLISHER’S

Every year, we update our mailing list to include the Top 500 Real Estate Agents in Greater New Orleans from the previous year based on independent data estimates. If you’re receiving this publication, it’s because you cracked the top 500 list for 2020 or manage a brokerage with agents on the list — so congratulations!

For those of you who have been receiving this publication for a while, it means you’ve consistently ranked within the top 10% of the Greater New Orleans Real Estate industry, or run a top-notch brokerage in the area. We hope you’ll be proud to receive this exclusive publication, attend our events, and connect with the other top producers.

In case you’re wondering, all of the agents featured are based solely on nominations and featured entirely for free (there’s no “pay to play” for agent feature articles).

If you have an agent or business that you would like to see featured, please email us at julian.landry@ realproducersmag.com.

This publication is being provided to you FREE OF CHARGE as a top producer in real estate — the cost of producing, printing, and mailing each magazine is covered by the advertising partners. If you’re ever in need of top-notch services, we hope you’ll turn to our partner index for recommendations, as each has been thoroughly vetted, and contributes significantly to help produce the New Orleans Real Producers platform. Our partners can be found in the index of this magazine.

10 • May 2021

The events and publications are designed to increase social connections between top REALTORS® and top affiliates so that the best of the best can grow their businesses together. It is our goal that our events create a culture where there is no “hard selling” and rather a culture of relationship-building on a more intimate level.

For more information on our platform, visit our Facebook or Instagram page or email julian.landry@ realproducersmag.com.

Inside This Edition

This month’s edition is our special Boss Moms of Real Estate issue featuring Meghan Mercadel, Felicity Khan, Effie Chaisson, Chastity Bosch, Courtney LeBlanc, Ansley Marshall, and our partners, Tara Waldron, Jeannine Talazac, and Daye Hilbert with Homestead Title. Additionally, we have a recap of our NORP Community Clean-Up event, as well as articles by Bob Norton, Courtney Fricke, Stephen Emmons, and Master Jason Horne.

With gratitude, Julian Landry Owner/Publisher New Orleans Real Producers julian.landry@ realproducersmag.com

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New Orleans Real Producers • 11

HOMESTEAD TITLE

Serving the Need

Written by Dave Danielson | Photos by Lacy Davillier, Davillier Photography & Graphics

Jeannine Talazac, Tara Waldron, and Daye Hilbert are the owners of Homestead Title. That’s just the start.

Together, they are a team of women all about serving the needs that exist in life and business.

because it’s a huge moment in their lives,” Jeannine says. “It’s also rewarding seeing all the lenders, REALTORS®, buyers and sellers, and our office team members working together to make the transaction happen.”

The company has been in existence since 1934 and boasts four area locations, including Uptown, Metairie, Westbank, and Northshore. Their team also includes five processors and two attorneys.

As Daye says, “Another part I really enjoy is the chance to meet new people each day. I don’t think you can do this work without being a people person.”

partner spotlight

As Tara says, “We have a very diverse team with lots of different backgrounds. Our individual team members bring a long history of experience in the title business to our clients.”

PASSION FOR THE PROFESSION

Their work is truly a labor of love.

“It’s great seeing the look on new homeowners’ faces. They are so excited

“I love that even though we’re doing the same process overall with each transaction, it’s always with different people in different situations. I like meeting them and hearing about what’s happening in their lives,” Tara says. “Also, from a professional standpoint as a title attorney, real estate law melds together a lot of different areas of the law, and I love seeing all the different laws come together. I learn the most when that happens.”

FAMILY FOUNDATIONS

Away from work, family is at the heart of life for Jeannine, Tara, and Daye.

Jeannine Talazac

Jeannine and her husband, Donald, have four children — Stephanie, Katie, Donald, Jr., and Tyler — plus, 11 grandchildren. Wow! “We enjoy watching our grandbabies at sporting events, as well as spending time at our camp,” Jeannine says.

Jeannine credits her partners and team members with helping each other out to maintain the important balance between life and work.

“When I think about the legacy I’d like to leave for my children and grandchildren, my hope is that they are proud of the work I do as a business owner,” Jeannine smiles. “If you work hard and follow your dreams, you can achieve whatever you set out to accomplish.”

Standing: Jeannine Talazac & Tara Waldron Seated: Daye Hilbert

12 • May 2021

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New Orleans Real Producers • 13

Patrick

Cole & Delaney

Donald

Daye Hilbert

Daye looks forward to moments she gets to spend with her children — Cole and Delaney.

Favorite activities away from work include time at the beach and riding jet-skis.

Stephanie

Katie

Another part I really enjoy is the chance to meet new people each day.

“I think maintaining a balance really relies on staying organized and being very efficient with your time,” Daye explains. “I always try to make a solid schedule, knowing there will need to be some flexibility worked into it, as well.”

Tara Waldron

Tara and her husband, Andrew, enjoy time with their son, Patrick. Together, they have a passion for travel — especially to destinations that involve time at the beach, the water, and fishing.

Success is definitely a team sport.

As Tara says, “My son is at the age where he gets the bugs that go around, so flexibility with scheduling has been very important. Also, with COVID, there have been times when my son has had to come to work with me. Everyone in our office is a mom, as well, and they are very helpful.”

As Tara thinks about the legacy she hopes to leave for her son, she says, “I think it begins with being proud of yourself and leaving that example. I want my son to see it’s normal and cool to see mom running a business … working hard every day to provide for your family.

We all have different backgrounds here but work as a team. By the grace of God, teamwork, and hard work, I ended up here. If you work hard, it can lead to good things for you.”

14 • May 2021

Left: Jeannine with her husband, Donald, and her children, Stephanie, Katie, Donald & Tyler Right: Daye and her children, Delany & Cole, and her mom, Fay

As she says, “Women can do anything, and they can achieve as much, if not more, than men.”

Through the course of your dayto-day work with your clients, it’s important to have a partner on your side who is there with expertise, experience, and a sense of balance to support your success. Homestead Title is that partner!

For More Information about Homestead Title: Office Phone: 504-581-6427 Email: HTC@ homesteadtitlecorp.com Website: www. homesteadtitlecorp.com

RESIDENTIAL CLOSINGS • COMMERCIAL CLOSINGS 1031 EXCHANGE • TITLE INSURANCE OFF-SITE CLOSINGS • ATTORNEYS ON STAFF

8224 Maple Street | N.O. LA 70118 1070-B W. Causeway Approach | Mandeville, LA 70471 1900 Manhattan Blvd. Bldg D | Harvey, LA 70058 516 Veterans Blvd Suite 1B | Metairie, LA 70005

Bottom: Tara Waldron with her husband, Andrew, and son, Patrick

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Tyler

When it comes to juggling the demands of work and life, Daye begins with discipline.

As Daye sees her work through her children’s eyes, she hopes they come away seeing the value everyone brings.

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“I have been working with Homestead Title for several years now. I know that when I send a file their way that it immediately gets in the hands of the notarial assistant, attorney, and owner(s). Having multiple sets of eyes on my contracts puts me at ease. They have effective systems in place and are easy to communicate with. Watching Homestead transition to a woman owned business has been very exciting! I believe in their success and look forward to many more years of business together!”

Courtney Kattengell • Broker/Owner TCK Property Marketplace

New Orleans Real Producers • 15

Tell us about your family, including names, interests, what y’all like to do together.

Written by Dave Danielson Photos by Lacy Davillier, Davillier Photography & Graphics

Rising Above

What led you to become a real estate agent?

Watching my grandmother become a top agent.

I was always tagging along on appointments.

I would watch her interact with clients and others involved in her transactions. I could see myself in this business. I love meeting and interacting with people.

What do you believe has been the biggest reason or reasons for your success?

I love helping people and building relationships.

I have the same obsession with houses. I love the excitement of a new home and how that makes people feel. I’m also sympathetic to families that unfortunately have to sell their homes for reasons out of their control, as I have been through some of those hard times myself. I’m here to make it easier and to listen.

16 • May 2021

How have you juggled the demands of motherhood and a successful real estate career?

With a lot of help from family, and a lot of coffee.

Photo courtesy of A Touch of Blush Photography

How has the COVID-19 pandemic affected you as a mother? What challenges have you faced and how have you overcome them as related to the pandemic?

My business became more demanding, as well as my kids, during COVID. We were all home. We had to find a routine that worked for everyone, and that’s tough. I had no choice but to be a mom, teacher, and REALTOR®. I would often have to leave the kids to make appointments and sometimes have them tag along. Other times, one of their grandparents would have to sit with them. There were a lot of moving parts, but it always worked out.

What have been the most rewarding aspects of being in real estate while raising children?

NOLA Living Realty

Chastity Bosch is with NOLA Living Realty and rises above to help those around her.

CHASTITY BOSCH

boss moms of greater new orleans real estate

We are a family of five. Brad is my husband, and we’ve been married two-and-a-half years. My daughter, Dallas Juliana, is 14. My son, Casyn, is 11, and then we have my 2-year-old son, Beckham. Our weekly routines are hectic, so not much free time. We do look forward to our vacations, and most often enjoy the beach. We just returned from a family ski trip in Steamboat, Colorado.

We look forward to vacations and try to do that often.

The ability to have a career that I love that gives me the flexibility needed in my schedule to still be a mom and be involved and hands-on with my children.

Do you have stories about your own mother and her influence on you that you would like to share?

My influence would be my grandmother. She was the most hard-working, motivated person I know. I would visit neighborhoods with her, writing down addresses and phone numbers. This would include FSBOs, information for mailings, etc. She would drive, and I would take notes.

Chastity with her husband, Brad, and her children, Dallas Juliana, 14, Beckham, 2, and Casyn, 11. Photo courtesy of A Touch of Blush Photography

What has been your happiest or proudest moment?

When I made it to a point that I was able to support myself and my family having a career in real estate, which I love.

It’s the best feeling doing what I love, supporting the people I love, while helping other families and people.

As a successful businesswoman, what legacy would you like to leave for your child/children?

Focus on what you want in life and make it happen. You are the only one who can control your happiness and success.

There is always room for growth. Surround yourself with good people and listen.

I LOVE HELPING Do you have a favorite quote?

PEOPLE AND BUILDING “What is meant to be will always find a way.”

-Trisha Yearwood RELATIONSHIPS. I have the same obsession with houses.

I love the excitement of a new home and how that makes people feel.

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New Orleans Real Producers • 17

A Guide to Hiring the

Right Contractor

Get an itemized, written estimate.

Once you’ve identified a few potential contractors, it’s time to begin the pricing process.

for Your Project

If you’ve ever tried to hire a contractor for a project, you know that it can be overwhelming.

Hiring the wrong contractor can be very costly and can delay your project and leave you with a mess. I’ve put together the following guide to help simplify the process.

Identify the type of contractor you need for the project.

There are several different types of contractors from handymen to full-out commercial contractors. I will identify each type below.

• Home Improvement License

This license allows for projects up to $75,000. The company is required to have general liability and workmen’s compensation insurances.

• Residential License

This license is for residential projects over $75,000. Most renovation companies and all new construction companies should have this license type.

• Commercial License

This license covers commercial projects over $50,000.

Plan ahead and be prepared to wait for the right contractor.

The best contractors are busy. Our company is booked three months in advance right now.

If you find a contractor who can start immediately, you should probably run! We spend at least a month in advance working with the client, architect, designer or whoever is involved, to complete all planning. Once planning is complete, we begin ordering materials, and then we schedule the project. This ensures that things go smoothly and efficiently.

Interview several contractors and be thorough.

I always think that hiring a contractor is a lot like dating. For us, it is very important that we “click” with our clients and have a very similar vision.

After all, we are going to be spending a lot of time together. With that being said, be thorough! Ask a lot of questions. Ask for references and be sure to call or email them with questions.

Check out their social media. Good contractors are proud of their projects and should have lots of pics and information about themselves. Be sure to ask for insurance and license info, and verify it. Also, ask to visit other jobs. Check out their job sites, their tools, their trucks, etc. Do they keep everything clean and organized? The time you spend during this process is priceless. Most importantly, follow your gut! If it smells funny, run again!

Always get an itemized estimate that is broken down by each part of the project, with individual prices for each item. Once you have the estimate, ask the contractor if they have suggestions on better options or savings for the project. We call it value engineering, and in most cases, we can save our clients considerably. If a contractor cannot provide an itemized estimate, did I mention to run?! Also, remember that price is only a part of the big picture. Cheaper is rarely better!

Discuss project schedule, payments, and change orders.

It’s great to develop a timeline with the contractor, with focus on longer lead items, and owner-furnished items. For example, custom windows or cabinetry may take 12-15 weeks, so we need to be sure to get them ordered very early. Also, as a contractor, we want to give the client as much time as possible to select and purchase the items they are responsible for.

You should not be paying a large deposit upfront. Our company invoices are based on a percentage of completion of each item from our written bid. We invoice the clients every two weeks and meet to discuss the invoice on-site. The only time we require a deposit is when there are higher-priced special-order items.

Change orders are a huge part of most projects and can be problematic for both the owner and contractor if not addressed properly. As the owner, you should ask for all change orders to be in writing, requiring approval by you. Be aware that every time you add something, the cost will go up.

Building or renovating your dream home is an awesome experience and can be a lot of fun with the right contractor. Do your homework and spend extra time making sure you get the right person. Don’t settle, and don’t hire someone unless you feel great about them. Once you complete a project with an awesome contractor, you’ll find yourself looking forward to the next project!

Our staff is comprised of 40 of the finest craftsmen in the industry. Unlike most contractors, we perform the majority of our work in house, and subcontract very little. We have a full millshop that has the ability to fabricate any type of molding and millwork, no matter how rare, mechanical installers, decorative painters and several other specialists to take your project to a new level.

By Stephen Emmons, Partner, Professional Construction & Restoration

PROFESSIONAL CONSTRUCTION & RESTORATION KITCHEN & BATH DESIGNS | HISTORIC RENOVATIONS | EXTERIOR REPAIRS | INSPECTION RESPONSES CUSTOM MILLWORK | FOUNDATION REPAIR | IN HOUSE DESIGN

CA L L T O DAY T O S E T U P A C O N S U LTAT I O N A P P O I N TM E N T WITH OUR CONSTRUCTION SPECIALISTS! Stephen Emmons: 504-415-6681 | www.pcrnola.com 18 • May 2021

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New Orleans Real Producers • 19

Written by Dave Danielson Photos by Lacy Davillier, Davillier Photography & Graphics

COURTNEY LEBLANC

boss moms of greater new orleans real estate

The key to any challenge with the pandemic is Courtney’s children, Reese and Blake

ADAPTABILITY. Again, communication during this process was key. As a team, we changed the way in which we showcased properties, as well as the way we toured properties.

Latter & Blum

What has been the most rewarding aspect of being in real estate while raising children?

Overall, I think it’s very valuable that my children see me doing something that I’m passionate about.

I am deeply invested in my career and love what I do, and it’s good for them to see that. At the end of the day, if you love what you do, it never really is work.

Designs on the Future Courtney LeBlanc is a REALTOR® with Latter & Blum, who continues to hone the design for the future.

Do you have any stories about your own mother and her influence on you that you would like to share?

What led you to become a real estate agent?

After becoming a mother, I wanted to find a career that allowed for more flexibility. I sought to find something which built upon my love of people along with my background in sales and marketing. Additionally, I wanted to find something which provided an outlet for creativity. With this in mind, real estate seemed to be a natural fit.

happy and busy. We enjoy spending time outdoors, as well as doing arts and crafts. Individually, I enjoy interior decorating. I also enjoy antique collecting, traveling, and researching local history and historic properties.

How have you juggled the demands of motherhood and a successful real estate career?

Again, my partner is huge in helping me to balance my life and work. Additionally, it is important to realize and understand that every day is quite different.

Communication is key. There are days when you make a plan and everyone knows the plan, and things still change. It is important to be adaptable and to work together as the day evolves. Every day in real estate and motherhood is an adventure.

What do you believe has been the biggest reason for your success?

Number one is my business partner, Laura Brown. We see the world differently. We complement each other, and together, make a great team. Our partnership allows me to have more flexibility as a mom and also helps to supplement for areas in which I am not as strong. Together, we provide the perfect balance. Secondly, I developed a great working relationship with DEPP Construction while building my personal home, which had a huge impact on my career. As a result of handling 20 • May 2021

My mother is the most resourceful, strong person with an amazing work ethic. She is also very adaptable. Growing up, she had a plant nursery.

She took a hobby of gardening and made it into a full-fledged design and commercial nursery business. This definitely influenced me and helped me realize that with passion, I could take something small and build.

What has been your happiest or proudest moment?

In life, it was becoming a mother. With real estate, some of my proudest moments are working with different situations from first-time homebuyers to million-dollar listings. I pride myself on adapting to each transaction in order to best serve our clients’ needs.

As a successful businesswoman, what legacy would you like to leave for your children?

DEPP’s listings, I gained insight into the building process, which helped to make me a better REALTOR® and to see things more objectively. Additionally, DEPP has allowed me to express my creative side by allowing me to select finishes for new homes, and then listing. Being involved in the entire process has been very rewarding.

How has the COVID-19 pandemic affected you as a mother?

Tell us about your family, including names, interests, etc?

What challenges have you faced and how have you overcome them as related to the pandemic?

Do you have a favorite quote?

The pandemic caused me to change the way in which I do things. I had to prioritize my time differently and utilize technology in order to be more successful.

“Be fearless in the pursuit of what sets your soul on fire.”

-Maya Angelou

The key to any challenge with the pandemic is adaptability. I had to prioritize my time differently and reinvent what a “day in the life” looked like. Additionally, it reiterated the importance of my children and family.

I am a single mother, though my kids’ father is a huge help with balancing my life with the kids and work.

We have two children, 9-year-old Reese and 7-year-old Blake. They are very spirited children who keep me very @realproducers

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The most important thing that I would like to instill within my children is to do what you love.

If you are passionate about what you do, you will always be happy. Additionally, always focus on the details. As German-born architect Ludwig Mies van der Rohe said, “God is in the details.”

New Orleans Real Producers • 21

staying real safe

Mother’s Day

By Master Jason B. Horne, XS Martial Arts

EDITION

HAPPY MOTHER’S DAY!

As the summertime approaches and spring comes to an end, we would like to put our attention on safety again for all REALTORS®. This is more of a mommy safety awareness segment.

As you are with your child(ren), pay attention to your surroundings.

Mothers are nurturers at heart and are easily distracted with where and how the kids are getting to and from buildings and vehicles. You are more at risk of an attack or carjacking when not paying attention to who is around at a gas station or other commerce areas. Being aware of your surroundings has a high impact on the probability of you being a victim. Train your thinking that when in transition to and from buildings/houses and vehicles, you are aware of what’s going on around you and your kids. Keep yourselves safe this summer so you can continue to keep your family safe also!

Personal Safety & Realtor Defense Training You Hope You'll Never Have To Defend Yourself In This Situation, But In The Event You Do,

BE READY. BE CONFIDENT. BROKERS – PROVIDE ONGOING EDUCATION/SAFETY TRAINING FOR YOUR TEAM OF AGENTS! TRAINING IS AVAILABLE FOR ANY GROUP OR INDIVIDUAL.

Call to schedule a FREE trial and develop readiness and confidence for when you'll need it most.

“As a real estate broker and a woman, I believe it is essential to have an understanding and knowledge of how to defend oneself. I sought out Sensei Jason Horne for his expertise about 7 years ago. I wanted him to help prepare me and my agents for the unexpected. The small techniques he armed us with were so very valuable. We now take the class annually. As realtors, we are an open book because of the internet and social media. Our telephone numbers, email addresses, open houses, listings can be easily found in our world today. Taking Sensei Horne’s self defense annually should be on all of our lists!

I highly recommend him.”

-Delisha Boyd

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New Orleans Real Producers • 23

boss moms of greater new orleans real estate

Revolution Realty

Written by Dave Danielson Photos by Lacy Davillier, Davillier Photography & Graphics

Making an Impact

EFFIE CHAISSON

24 • May 2021

Effie Chaisson is a broker at Revolution Realty who cherishes the long-term impact she’s able to make.

this fall. I also host a radio show, “Real Talk with Revolution Realty,” on WGSO from 11 to noon, Monday through Friday.

What led you to become a real estate agent?

How have you juggled the demands of motherhood and a successful real estate career?

I’ve always been in real estate or a related industry via loans and mortgages. I decided I wanted to be a broker for agents to help them grow and live their dreams. It’s in my blood. When I was 17, I helped people start getting mortgages.

I’ve never had another job.

What do you believe has been the biggest reason, or reasons, for your success?

I treat every transaction as if it’s for myself, my mother, or my kids. I won’t recommend something to someone if I wouldn’t do it myself.

Tell us about your family, including names, interests, what y’all like to do together.

I have four children — Cody, who is 26, Gracie, who is 6, and my twins, Luke and LillieKate, who are 2. My mom, Sally, and my sister, Sarah, are also very big parts of my family. In addition to supporting my kids in their activities, I enjoy event coordination through my company, Effilina Events. Every morning, I run for three miles and I work out every day. I also like to take my kids on vacation. We like to go out of the country and are planning a trip to Greece

I’m very focused and proactively working every day.

I’m very focused and proactively working every day. Allocation of time is key; plus, I have a good support system to make sure I can meet the demands of my children and real estate. I have two assistants, who help me a lot.

How has the COVID-19 pandemic affected you as a mother? What challenges have you faced and how have you overcome them as related to the pandemic?

I got to spend a ton of time with my kids and clients. We talked more, and the conversations weren’t so rushed. The silver lining is what I look for every day. I look for the benefit or plus. It really helped me refocus on helping people find real estate that really accommodated them. It’s easy to lose sight of that.

What have been the most rewarding aspects of being in real estate while raising children?

I like the freedom in scheduling and the relationship that my family has with my clients. At Christmas, my family gets together with my clients. It’s like an extended family.

What has been your happiest or proudest moment?

First and foremost, it’s being a mom. My proudest real estate moment is when someone I worked

Above: Effie with her children, Gracie, 6, and twins Luke and Lillie-Kate, 2.

Photos courtesy of Lauren Flannery Photography

with referred me to someone else because you know you did a great job.

As a successful businesswoman, what legacy would you like to leave for your child/children?

One day, my 2-year-old son, Luke, was at the office. Someone asked what he was doing and he said, “I’m on the ‘puter looking for people’s houses like my mom … making people happy.” That says it all for me.

Do you have a favorite quote?

“Don’t lose sight of the magnitude of what you’re doing in the real estate business.

People deal with everything in their lives (good and bad) in the four walls you put them in. You affect the lives of people every single day.” @realproducers

realproducersmag.com

New Orleans Real Producers • 25

The Key to AGENT and INVESTOR Relationships AGENTS WORKING WITH INVESTORS Adding value by understanding there are two general types of investors (green, sophisticated) Working with investors can be a cash cow opportunity for agents!

From repeat business to larger purchases to multiple touches on one transaction, it’s easy to see the upside.

I believe there are two general types of investors. By knowing the type of investor you’re dealing with, I believe it will greatly determine what type of assistance they will need from you and will impact your ability to serve them well.

Here are the two types of investors: 1. The Green / Beginner Investor 2. The Sophisticated / Experienced Investor GREEN Beginner - Whether it’s thanks to HGTV or the gig econ-

omy, we have an abundance of first-time investors rotating into the marketplace. Most want to flip, some want to hold rentals, every now and then you’ll get one who wants to do both or some other strategy. Here are some tips for working with beginners.

1. Qualify them for proof of funding. Don’t hear the word investor and think the money is automatically there. Qualify them just like any other buyer to save you time and energy.

By Courtney Fricke, Real Estate Investor and Educator at Northshore Real Estate Investors Association

2. Determine if they are ready to pull the trigger. Are they to the point where they know what a good deal looks like that would cause them to pull the trigger and buy? Without this step, you may chase a hundred houses while they learn what they are looking for. They need to be clear on their criteria.

3. If they need hand-holding, automate their investing education by using a trusted resource. Many agents in our area use my free education and networking events that I put on as a training tool for first-time investors (www.lanorthshorereia.com). Others use resources such as BiggerPockets to assist with furthering the new investor’s understanding of different concepts. For example, sharing a podcast or article to help them understand the commonly used BRRRR method for rentals. Find what works for you and build a system so that you can eliminate sharing the same information repeatedly or having to explain every detail.

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In the next publication, I will share some tips on working with an experienced investor to further set you up to win in your relationships with investors.

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26 • May 2021

Northshore Real Estate Investors Association (REIA) is our region's leading investor meet up. Since 2018, we have reached thousands of investors and real estate professionals in our area through in person and online events that focus on actionable education and networking without the sales pitch. We want to keep it simple yet effective. Education + Instruction + Business Relationships = Results. The resources we provide and meetings are free and open to the public. Follow us online to stay in the loop for info on our next event or webinars! We welcome new and experienced investors as well as real estate professionals.

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New Orleans Real Producers • 27

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New Orleans Real Producers • 29

NOLA Property Collective

MEGHAN MERCADEL 30 • May 2021

boss moms of greater new orleans real estate Written by Dave Danielson Photos by Lacy Davillier, Davillier Photography & Graphics

All-In Effort Meghan with her fiance, Morris, and their children

Meghan Mercadel is Broker/Owner of NOLA Property Collective, and shares her all-in effort with those around her.

What led you to become a real estate agent?

I had reached my salary cap in my previous industry at 24, and the work was nonstop. I realized to be more available to my kids and do things I want to do, I needed another source of income. I got my license as a second job with hopes of obtaining one to two multi-family units to establish more financial freedom.

What do you believe has been the biggest reason or reasons for your success?

My clients often become family. I’ve always made sure I put my clients’ interests before my own and assure them that they feel supported. Because of that, I hardly ever advertise because my clients usually speak up for me through their referrals.

Tell us about your family, including names, interests, what y’all like to do together.

I look forward to time with my fiancé, Morris, and our children – Quinten, who is 14, Carter, who is 9, Mori, who is 5, and Madison, who is a year old.

We love traveling, being outdoors, and visiting family. We haven’t done much traveling or spending time over the last year but definitely look forward to doing so in the near future. @realproducers

realproducersmag.com

How have you juggled the demands of motherhood and a successful real estate career?

I have a lot of support from my parents.

My grandmother, who is in her 80s, wasn’t able to assist because of COVID19. The support of family and Morris has meant a lot. My oldest has been a tremendous help, as well. We try our best to have a constant implementation of systems, resetting when we need to.

What have been the most rewarding aspects of being in real estate while raising children?

When business took off, I lost sight of why I got into real estate, which was to have more time for my kids. About four years ago, I went through a divorce. I was a single mom overnight. I started working with my mom and creating systems and getting help. Plus, I met Morris not long after, and he took over our construction projects. The most rewarding part was opening a new office and my son saying, “My mom has her own office, and she is the boss.” He said, “I don’t know how, but I want to be a boss, too.”

Do you have stories about your own mother and her influence on you that you would like to share?

I don’t know how she did it. She worked 12-hour days but still made sure we were active, got where we needed to go, that we were safe, and that we attended private schools. I admire her

work ethic. She also kept us grounded spiritually. She gave me the strength to know anything is possible. She was the first person I turned to when I needed more help with the business.

What has been your happiest or proudest moment?

When a friend and I bought a house on auction, raised $75,000 to close within 30 days, then sold it six months later after renovations for more than three times that amount.

We haven’t turned back since.

It meant a lot for my children to see that success.

As a successful businesswoman, what legacy would you like to leave for your child/children?

It’s important to me that I don’t force them to do what society says they should do, but rather to foster their interests. I want them to see the importance of having multiple streams of income so they can focus on what they really want to do. Financial literacy is very important to me. My hope is they never have to worry about finances.

New Orleans Real Producers • 31

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FOLLOW US HOME New Orleans Real Producers • 33

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New Orleans Real Producers • 35

Also, the support of my husband and my parents, behind the scenes, allows me to succeed in what I love. It takes a village!

boss moms of greater new orleans real estate

Strong Foundations

Written by Dave Danielson Photos by Lacy Davillier, Davillier Photography & Graphics

Tell us about your family, including names, interests, and what y’all like to do together.

My husband, Carter, is a busy and successful attorney, but he still helps with everything in leading the family.

We are definitely a team, and he does so much at home that allows me to do what I do. We have two children — Elle, who is 11, and Charlotte, who is 9. They are the reason I do all of this.

We love traveling and visiting new places together with our children.

How have you juggled the demands of motherhood and a successful real estate career?

There is never enough time to do it all, so it’s important to be realistic and prioritize what’s important every single minute, and it’s also important to remember to turn it off and focus on family. I rely on a lot of people to help me do it all.

How has the COVID-19 pandemic affected you as a mother? What challenges have you faced and how have you overcome them as related to the pandemic?

ANSLEY

One of the most important things is taking off the work hat and putting on the mom hat. COVID has made that

SEAVER MARSHALL second daughter. This allowed me scheduling flexibility, so that I could be home with my kids when they were very young.

What led you to become a real estate agent?

Having the day-to-day support of our team. I have terrific partners in McEnery Residential with Parke McEnery and Katherine Eshleman. The same is true for my selling team with Sasha Area and Suzanna Dishman. We could not do this without each other.

I was an attorney at a law firm, and my husband and I had our kids earlier than expected. I shifted careers and decided to get my real estate license when I was pregnant with my 36 • May 2021

What do you believe has been the biggest reason, or reasons, for your success?

@realproducers

What have been the most rewarding aspects of being in real estate while raising children?

Helping people during the process is one of the most rewarding parts of the job. But, the best part is being a role model for my girls. That means the world to me.

Do you have stories about your own mother and her influence on you that you would like to share?

My mother didn’t work outside the home. We were so lucky to grow up that way – she devoted everything to raising us. Thinking about the way she raised me helps me to remember to balance work and also have great catch-up time with my kids. I think about all the things she’s taught me through the years. She reminds me to have fun (when I am stressed). She reminds me to be present with my children (even when I am super busy).

She is like a little bird on my shoulder telling me to let it all go when you’re with your kids because quality time is so important.

What has been your happiest or proudest moment?

To see the joy and pride on

Ansley with her husband, Carter, and daughters Charlotte, 9, and Elle, 11

my kids’ faces when we pass by the office. They saw how hard I worked over the last couple of years and it took me away from them sometimes, which was hard. But they are so proud of me, and that makes it all worth it.

One of the most important things is taking off the work hat and putting on the mom hat.

As a successful businesswoman, what legacy would you like to leave for your child/children?

I would love for my daughters to work with me one day!

But whatever they decide to do, I want them to truly know the meaning of hard work, pride of profession, and helping others whenever you can. One daughter says she’s going to be a designer, an architect, AND a builder. Hopefully, she will use me as her REALTOR®!

McEnery Residential

Ansley Seaver Marshall is a partner with McEnery Residential, and Team Leader of the Ansley Marshall Group.

Each day, she puts strong foundations in place for her family and clients.

harder because we were all home and it was more difficult to have a clear transition from one to the other.

Do you have a favorite quote?

“I’m easily satisfied with the very best.”

-Winston Churchill realproducersmag.com

New Orleans Real Producers • 37

STRUCTURING YOUR

REAL ESTATE EMPIRE Last month, I discussed how to structure your company to save significant taxes by using an LLC/S-Corp combination for your real estate agency business. This month, I’m going to discuss the advice I give all my REALTOR® and real estate investor clients.

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Once you set up a company, it becomes easy to use that company for all your real estate activities. There are several reasons that you may want to set up additional entities for your activities.

• The most important is that you want to separate income streams that are taxed differently. An example of this is having separate LLCs for your REALTOR® business and your rental portfolio. Many REALTORS® combine these activities into the same entity, which results in combining active income activity with passive income activity. Passive (rental) income is exempt from self-employment tax. So, by combining these activities with your REALTOR® business, you may invite the IRS to classify your passive income as active income. If you also develop properties as part of your REALTOR® business, then you are definitely in danger of losing any passive income benefits. Setting up a separate entity for different activities will establish your intent that the businesses should be separated.

• You may want to establish an alternative brand for a related activity. Setting up a new LLC will allow you to distinguish another income stream with its own identity. An example of this would be separating your REALTOR® business from your property management business. A benefit of doing this will be that you can easily separate the two activities financially in case you decide to sell one of them in the future.

• You may want to create a “pocket” LLC that you can use for a new opportunity. It takes some time to get a new entity set up and sometimes you need to move fast to capitalize on an opportunity that you want to put into a different company than your other activities. Having already set up an LLC for this possibility will save you that time. Plus, each LLC can register a new tax ID with the IRS. So, if you need a new EIN for a venture, you will have one.

• An additional benefit of setting up entities before you need them is that they begin their “seasoning” period. A company’s start date is important. The fact that it was not operating for several years is usually not mentioned. realproducersmag.com

By Bob Norton, CPA

Finally, if you do not have an LLC setup for your REALTOR® business, then I urge you to establish one. There are benefits to having an LLC. It gives your flexibility for deciding how you are taxed for self-employment tax. It helps you separate business from personal activities. And, once you have an LLC, you never have to give out your social security number again for business.

My name is Bob Norton and I’m The Real Estate Tax Pro℠. I’m a real estate investor and entrepreneur that just happens to have a CPA license. I specialize in working with REALTORS®, real estate investors, and small business owners. My mission is to help my clients become financially free by growing profitable businesses, investing in real estate, and minimizing taxes.

My website is www.NortonAccountingServices.com.

The Real Estate Tax Pro SM

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New Orleans Real Producers • 39

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New Orleans Real Producers • 41

boss moms of greater new orleans real estate Felicity with her husband, Jay, daughter Margeaux, 12, and son Trey, 9

Written by Dave Danielson Photos by Lacy Davillier, Davillier Photography & Graphics

If you’re not confused, YOU DON’T KNOW WHAT’S GOING ON. JACK WELCH

FELICITY KAHN RE/MAX Alliance

What led you to become a real estate agent?

Maintaining the focus on my clients and their needs rather than my own, and always doing the right thing. That’s the only way to do business!

42 • May 2021

There is no perfect answer. When I first started, I had two very young children. My business took on a life of its own, so there was a great deal of guilt around the choices I felt like I needed to make around work. The turning point for me was when I hired Erin to work with me so I could spend more time with my family.

She was the best investment I made in my business.

My mom owned a preschool. I would go there after school to pitch in or fill in at home making dinner.

That independence helped make me who I am. When I went to college, I was one of the better-equipped humans because I had a working mom.

Since my husband and I are both self-employed, the challenge was continuing to work at a high level while we were also tasked with being teachers for our kids. We just made it work because failure was not an option.

Tell us about your family, including names, interests, what y’all like to do together.

My husband is Jay. We’ve been married 16 years and have two children—Margaux, who is 12, and Trey, who is 9. We like to travel and try new things together.

What have been the most rewarding aspects of being in real estate while raising children?

My husband got into real estate first. He was on the flipping/investor side of things. He suggested I get licensed so I could be his agent. That was 2013.

What do you believe has been the biggest reason, or reasons, for your success?

Do you have stories about your own mother and her influence on you that you would like to share?

How has the COVID-19 pandemic affected you as a mother? What challenges have you faced and how have you overcome them as related to the pandemic?

Moving Forward Felicity Kahn is Team Leader with Felicity Kahn & Associates at RE/MAX Alliance and keeps moving forward for those around her.

How have you juggled the demands of motherhood and a successful real estate career?

I hope the kids learn from seeing me be SUCCESSFUL. I hope they’re paying attention and learning that working hard and putting others’ needs first can be rewarding in many ways.

@realproducers

I hope the kids learn from seeing me be successful. I hope they’re paying attention and learning that working hard and putting others’ needs first can be rewarding in many ways.

realproducersmag.com

What has been your happiest or proudest moment?

Nothing makes me happier than having happy kids.

They make me proud every day.

As a successful businesswoman, what legacy would you like to leave for your child/children?

I truly hope one of my children decides to get into real estate. That would be amazing. But even if they choose a different path, I hope they remember that their mom helped people.

Do you have a favorite quote?

“If you’re not confused, you don’t know what’s going on.”

Jack Welch

New Orleans Real Producers • 43

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