Viking Multifamily Freedom

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In this episode of Wealth Unfiltered, hosts Chris Parrinello and Samantha Parrinello of Viking Capital break down the 2024 Presidential Elections, their economic impact, and how they influence the real estate market, particularly multifamily investments and cap rates. With the election behind us, Chris and Samantha provide their insights on the current market outlook, how Fed rate cuts could affect both interest rates and borrowing costs, and the broader implications of economic shifts. They discuss how these events are shaping the real estate market and investment psychology, touching on the fear vs greed dynamic that is influencing investor decisions in today's climate. This episode is a must-listen for anyone looking to understand how the political landscape, economic decisions, and real estate market trends will play out in 2024 and beyond. Highlights of this episode:

Market Predictions for 2024: What to expect as we head into the new year
Fear vs. Greed: How human psychology impacts financial decisions
The Impact of Federal Funds Rate: Understanding its effect on real estate investments
Market Behavior: Analyzing the post-election market and its outlook
Presidential Transition: How the new administration could shape the economy and your investments
Safe Investments: Structuring your portfolio for long-term stability
Adjusting for Risk: Smart strategies for navigating market volatility

Whether you're an investor, a real estate enthusiast, or someone interested in the broader financial landscape, this episode is packed with insights to help you navigate the upcoming year.

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In this episode, we sit down with Dr. Vikram Raya and Dr. Ravi Gupta, the visionary co-founders of Viking Capital, to explore the compelling origin story behind their multifamily syndication company. Designed with high-income healthcare professionals in mind, Viking Capital has become a powerhouse in real estate investing. We’re taking a deep dive into the journey that led these two successful doctors to transition from full-time medicine to real estate, building a company that now manages hundreds of millions in assets. You’ll get a behind-the-scenes look at the challenges, sacrifices, and key decisions that shaped Viking Capital into what it is today. Key Highlights: 💎 The Birth of Viking Capital: Discover the story behind how Drs. Gupta and Raya turned their passion for real estate into a thriving business. 💎 Why Real Estate? Understand why these healthcare professionals saw real estate as the perfect investment vehicle. 💎 Passive Income for Busy Professionals: Learn how they found a way to generate reliable passive income while balancing demanding careers. 💎 Overcoming Traditional Real Estate Challenges: Why multifamily syndication was the game-changer for busy professionals. 💎 Core Values of Viking: Explore the principles that drive Viking Capital’s success—being driven, resourceful, and having a help-first mindset. 💎 Success Stories: Real-life examples of how Viking Capital has helped investors achieve financial freedom. 💎 Sacrifices Made, Rewards Gained: The personal costs of building Viking Capital and the freedoms it has unlocked. 💎 Vision for the Future: Where Drs. Gupta and Raya plan to take Viking Capital next. If you’re a healthcare professional aiming for financial freedom through real estate, or simply curious about entrepreneurial journeys, this episode is for you.

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In this episode, we’re joined by Dr. Zwade Marshall, an anesthesiologist, pain specialist, and the founder of Doc to Doc—a lending service tailored for healthcare professionals. Dr. Marshall shares how Doc to Doc is revolutionizing financial support with solutions for those with challenging credit. We explore his transition from physician to entrepreneur, his advice for healthcare professionals considering their own ventures, and the importance of financial literacy and planning. Plus, hear real success stories where Doc to Doc has empowered healthcare professionals to achieve financial independence.

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Join us as we welcome tax strategist and expert Dave Foster to the show. With 24 years of real estate investing experience, Dave has helped thousands of investors keep their equity working for them and legally avoid taxes using strategies like 1031 Exchanges. Highlights from the Episode: 📖 Understanding Tax Advantage Strategies: Learn about tax-advantaged accounts, minimizing tax liability, and maximizing growth. 🧠 Strategies for Young Professionals and Families: Tips on early retirement savings, employer-sponsored plans, and tax-efficient investing. 👔 Mid-Career and Entrepreneur Strategies: Advanced retirement planning, business deductions, and investment structuring for tax efficiency. ⌛ Strategies for Pre-Retirees and Retirees: Optimizing Social Security, managing RMDs, and estate planning. ✋ Q&A and Audience Engagement: Dave answers common tax-related questions and offers personalized advice. Dave also shares his personal journey of using tax strategies to live aboard a sailboat with his family for a decade. Don't miss this episode filled with valuable insights and practical advice for optimizing your tax situation at any life stage!

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Join us as we discuss adapting investment strategies with Shane Thomas, Managing Partner & Co-founder at Catalyst Equity Partners. Topics Covered: 📈 Market Dynamics Recent trends and economic shifts Key indicators for undervalued assets 💡Adaptive Approaches: Importance of flexibility Common investor mistakes Effective risk management 🔍Spotting Opportunities: Identifying growth sectors Opportunities in market fluctuations 📐 Long-Term Resilience: Maintaining discipline in volatility Strategies for resilience Filtering market noise

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In this exciting episode, host Nathan Loy, Senior Acquisitions Associate at Viking Capital, dives deep into the world of land development with industry expert Dan Haberkost, Cofounder of Ground Up Partners LLC with over six years of experience, Dan shares invaluable insights on: 🏡 Starting in Real Estate: From running businesses in college to buying his first property at 21, discover Dan's journey into real estate. 🌟 Land Flipping: Learn the strategies and benefits of land flipping and simple new construction projects. 📈 Market Trends: Explore how market trends, especially post-COVID, impact land investment opportunities. 🛠️ Valuing Land: Understand the due diligence required and how to evaluate potential land investments. 🤝 Challenges & Solutions: Get tips on navigating common challenges, from dealing with sellers to title issues.

KEY TAKEAWAYS:

Starting in Real Estate:
- Learn how Dan transitioned from running businesses in college to purchasing his first property at the age of 21.
- Gain insights into the initial steps and mindset needed to enter the real estate market.
- Land Flipping Strategies:
- Understand the strategies and benefits of land flipping and simple new construction projects.
- Discover how to identify profitable land flipping opportunities.
- Market Trends:
- Explore the impact of post-COVID market trends on land investment opportunities.
- Learn how to adapt to changing market conditions to maximize investment returns.
- Valuing Land:
- Gain knowledge on the due diligence required for evaluating potential land investments.
- Learn the key factors and metrics to consider when valuing land.
- Navigating Challenges:
- Get practical tips for overcoming common challenges in land development, such as dealing with sellers and resolving title issues.
- Learn effective problem-solving strategies to ensure successful land deals.

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Are you wondering whether you should try to time the market or focus on the benefits of staying invested over the long term? 🤔 In this video, we break down the crucial differences between market timing and time in the market to help you make informed investment decisions for your multifamily real estate portfolio! 🏢💰 In this episode, you’ll learn: 🔄 Timing the Market vs. Time in the Market What it means to time the market and common strategies investors use Challenges of predicting short-term market movements The concept of time in the market and how it supports long-term success 📊 The Power of Long-Term Investing How compounding returns work for multifamily properties Appreciation, rental income growth, and forced appreciation Why multifamily investments are resilient and stable over time 🧠 Psychological Factors in Investing How fear, greed, and herd mentality impact investment choices The importance of diversification and asset allocation strategies Why watch this video? Discover how to balance market timing with a long-term investment approach to build a successful and resilient portfolio. Get actionable tips on setting investment goals and managing risk! Don’t forget to subscribe and click the bell icon 🔔 for more expert insights and investment strategies! For in-depth resources and opportunities, visit Vikingcapllc.com. Watch now and take the next step towards mastering your investment strategy! 🎥💡

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🎙️ Welcome to the podcast! Today, we're joined by Michael Flight, a real estate entrepreneur and blockchain specialist with 35 years in commercial real estate. 🔗 In this episode:

Revolutionizing Real Estate Investments:
- Tokenizing Real Estate: Revolutionizing investments with increased liquidity and fractional ownership.
- Blockchain Technology in Real Estate: Enhancing transparency, security, and efficiency.
- Investing in Security Tokens: Benefits include diversified portfolios and lower barriers to entry.
- Addressing Challenges in Real Estate:
- Time Risk in Real Estate: How tokenization tackles long holding periods and illiquidity.
- Net Lease Security Tokens: Michael explains their role in income-generating properties.
- Investor Concerns & Risk Management: Protecting investors' interests.
- The Future and Practical Applications:
- Successful Tokenized Projects: Real-world examples and lessons learned.
- Regulatory Considerations: Legal frameworks and compliance for tokenized investments.
- Future of Real Estate Tokenization: Market growth and advancements.

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Welcome to a raw, uncensored look inside the exhilarating ride of scaling Viking Capital from scrappy upstart to the $1B AUM big leagues. Get ready as we pull back the curtain to reveal the blood, sweat, and tears on the trail to real estate private equity glory. In this episode, join Vikram Raya, CEO and Co-founder of Viking Capital, as he dives deep into the challenges and triumphs encountered on the journey to rapidly growing their Assets Under Management (AUM). Hear firsthand about: The biggest challenges faced during rapid growth and how they were overcome.

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🚀 Road to a Billion in Assets Part Two with CEO and Cofounder of Viking Capital Vikram Raya Join us for part two of Road to a Billion in Assets series as Vikram Raya, CEO and Cofounder of Viking Capital, reveals the nine key components that have driven their incredible growth in the multifamily real estate sector. 🔑 Key Topics: Planting the Seeds: Building a strong foundation. Proving the Concept: Successful transactions and refining the business model. Right People, Right Time, Right Seats: Building a top-tier team. Fundraising Smarter: Innovative capital-raising strategies. Learning to Drive Efficiencies: Staying focused on core strengths. Diversify Intelligently: Smart diversification. Delegation vs. Control: Empowering and elevating team members. Talent Development: Investing in internal growth. Maintaining Perspective: Structured business systems and goal setting. Vikram shares insights on mentorship, focus, and strategies that have propelled Viking Capital towards $1 billion in assets. Don't miss part three, where he'll discuss challenges, co-founder alignment, and lessons learned.

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Join us as Vikram Raya, CEO and Cofounder of Viking Capital, reveals the secrets to mastering multifamily real estate investing. Learn how to develop a sharp deal acquisition strategy to capitalize on prime opportunities before they disappear. Key Topics: Importance of continuous transactions for wealth building Strategies for sourcing and executing deals quickly Adapting to market cycles: buyer’s vs. seller’s markets Essential financial metrics and risk assessments Building a top-tier acquisitions team Mastering due diligence for optimal deals Don't miss this episode packed with valuable insights to boost your real estate investment game. Whether you’re a seasoned investor or just starting out, this is a must-watch!

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In this insightful episode, we sit down with John Casmon, a multifamily syndicator, podcast host, and marketing consultant, to explore his remarkable journey from corporate America to thriving real estate investor. John offers a wealth of knowledge, sharing practical strategies and actionable advice for anyone looking to break into the multifamily investing space.

Join us as John Casmon shares his expertise and personal experiences, providing invaluable guidance for anyone looking to achieve success in multifamily investing. Whether you're just starting out or aiming to scale your portfolio, this episode is packed with insights that will help you navigate the world of real estate investing with confidence.

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Join Viking Capital as we explore the world of family offices and real estate investments. Join us as we host Ian Djuric, a distinguished leader in the field, who shares unique insights from his transition from waste management to overseeing the Djuric Family Office's real estate portfolio. We discuss the appeal of multifamily investments for family offices, strategic advantages they have, and future trends in the sector.

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Join us on our latest episode in Real Estate Investing for Medical Professionals podcast as we confront head-on the investment fears holding you back. Whether it's the fear of losing money or the anxiety surrounding market volatility, Viking Capital and our expert guests have got you covered with powerful strategies and real-world examples. Learn how to transform from a timid investor into a confident risk-taker, armed with the knowledge and tools to navigate uncertain times. With mind-shifting insights, practical tactics, and inspiring success stories, you'll discover the path to financial freedom and wealth accumulation. Don't let fear paralyze your potential - tune in now and discover when to embrace risk for your financial success!

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🎙️ In this episode of "Real Estate Investing for Medical Professionals," join host Ravi Gupta, COO and Co-founder of Viking Capital, for an insightful conversation with special guest Zach Lemaster, Founder & CEO of Rent to Retirement. Zach, a seasoned real estate investor and licensed broker, shares his expertise in navigating the rental property landscape and achieving financial independence through strategic investments.

🏠 Dive into Zach's journey from Optometrist and US Air Force Captain to successful real estate investor, and learn how he helps others retire early through rental property investments. Discover key insights into the current rental property market, including trends, challenges, and opportunities for investors.

💡 Explore Zach's tips for identifying profitable rental properties, conducting market research, and selecting the right location. Gain valuable insights into financing options, creative investment strategies, and maximizing cash flow for long-term success.

💼 Learn effective property management techniques from Zach, including strategies for minimizing vacancies, maximizing rental income, and handling unexpected expenses. Understand the legal and regulatory considerations of rental property investment to ensure compliance and mitigate risks.

🔑 Don't miss out on this opportunity to fast-track your path to cash flow and financial freedom through real estate investing. Tune in now to gain actionable insights from Zach Lemaster and start building your rental property portfolio today!

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Unlock the secrets of operational mastery in multifamily syndication with our deep dive into the role of the Operations Manager. From financial finesse to strategic wizardry, discover how these behind-the-scenes heroes keep the gears turning seamlessly. Learn about their versatile responsibilities, including financial management, investor relations, and leveraging technology for operational efficiency. Plus, gain insights into hiring tips and interview strategies for finding the perfect fit for this crucial role. Join us as we uncover the magic behind the Operations Manager's indispensable contributions to company success. In this new episode of Viking Capital's Real Estate Investing Podcast, we define the multifaceted role of an Operations Manager in a multifamily syndication company, exploring their key financial responsibilities and how they ensure financial stability. Discover how they streamline operations through technology, contribute to strategic planning, and uphold regulatory compliance. Gain valuable insights into the qualities and skills to prioritize when hiring an Operations Manager and get tips on conducting effective interviews to find the right fit for your team. Don't miss out on this insightful discussion that sheds light on the vital role of Operations Managers in multifamily syndication companies. Plus, stay tuned for valuable recommendations on essential tools and services to optimize operational efficiency and success. Topics discussed include Rippling for integrated HR and IT management, Fathom AI for advanced analytics, Anytime Mailbox and Virtual office solutions, Invest next for administrative services, Upwork for hiring a bookkeeper, Wonderlic and DISC profiles for hiring, American Express employee cards for expense tracking, and leveraging banking relationships for enhanced financial management. Join us as we uncover the keys to operational excellence in multifamily syndication. Subscribe now to stay updated on future episodes and gain valuable insights into the world of real estate investing and operational management. ---

To learn more about investment opportunities, visit: https://vikingcapllc.com/ Send us an email with any questions: https://vikingcapllc.com/get-in-touch/ Connect with us on LinkedIn: https://www.linkedin. Follow us on Facebook: / vikingcapllc Follow us on Instagram: @vikingcapital

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Welcome to the Real Estate Investing for Medical Professionals Podcast, where we equip physicians with the financial knowledge they need to thrive. Join host Ravi Gupta as he sits down with Dr. Jim Dahle, founder of White Coat Investors and esteemed emergency physician, for an illuminating discussion on navigating the world of real estate investing.

In this engaging episode, Dr. Dahle shares his expertise and insights gleaned from years of experience, guiding medical professionals through the intricacies of building wealth through real estate. Learn how Dr. Dahle's journey led to the creation of White Coat Investors, a trusted resource for physicians seeking financial independence.

Explore essential principles and strategies tailored specifically for medical professionals looking to enter the real estate market. From passive investing to multifamily syndications, discover how to leverage real estate as a vehicle for generating passive income and securing your financial future.

Don't miss out on this invaluable conversation between two industry experts. Subscribe now to the Real Estate Investing for Medical Professionals Podcast for more insightful discussions and practical tips on achieving financial success through real estate.

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In today's podcast, we'll be exploring key aspects of investing, from understanding risk to diversification strategies and the significance of safe havens during market volatility. We'll also delve into emerging trends and opportunities for investors. Whether you're new to investing or a seasoned pro, this episode offers valuable insights to help you navigate the world of investment with confidence. Tune in and elevate your investment knowledge!

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Are you tired of traditional budgeting methods that seem to lead nowhere? Join us for an eye-opening discussion with Whitney Hutten, a real estate investing expert who transformed her financial journey from near loss to an empire of over $700 million in assets across 7 states. In this podcast, Whitney unveils a groundbreaking approach to mindful spending that will revolutionize the way you manage your money. Introduction: Discover the importance of mindful spending, breaking budgeting barriers, and billionaire investment strategies in achieving long-term financial success. Learn about Whitney's role in Passive Investing and how it's reshaping investors' lives. Connect with Whitney: Follow Whitney Hutten on LinkedIn (https://www.linkedin.com/in/whitneyel...) Facebook (https://www.facebook.com/WhitneyHutte...)

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Welcome to our latest podcast episode where we delve into the art of capital raising in multifamily real estate. Join us as we host Chris Parrinello, Director of Investor Relations at Viking Capital, who shares invaluable insights on navigating the complexities of raising capital effectively. In this episode, we explore the dos and don'ts of capital raising, covering crucial topics such as building a compelling investment thesis, understanding investor preferences, maintaining transparent communication, diversifying capital sources, and navigating regulatory compliance. Chris provides tangible tips for fostering meaningful investor relationships, conducting thorough due diligence, avoiding legal pitfalls, and staying informed about market conditions. Whether you're a seasoned investor or just stepping into the world of real estate, this episode offers actionable strategies to enhance your capital raising efforts and mitigate risks along the way. Tune in now and gain expert advice on optimizing your capital raising endeavors in multifamily real estate. Don't miss out on this essential knowledge that could transform your investment journey. Subscribe to our channel for more insightful discussions and connect with us to continue the conversation.

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In this episode, we're diving deep into a crucial aspect of investing: navigating challenging scenarios when a sponsor suspends distributions. Join us as we explore strategies such as re-forecasting, understanding pref equity refinancing, and the significance of ongoing sponsor activities. Learn how to verify the status of your investment, assess the sponsor's standing, and make informed decisions about exiting a deal. Gain insights into the role of rescue funds in today's market. Don't miss out on this essential discussion for every investor's playbook!

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Welcome to our latest podcast episode, where we unpack insights from the recent NMHC conference alongside Ravi, the COO of Viking Capital. The NMHC conference is a hub for multifamily housing leaders, and Ravi brings fresh knowledge and foresight from this influential event. Join us as we delve into key takeaways, impactful sessions, emerging trends, and strategies to integrate these insights into Viking's approach. From economic forecasts to the role of technology and operational challenges, we cover it all. Plus, discover Ravi's reflections on the value of the NMHC conference for industry professionals. Don't miss out on this deep dive into the heart of the multifamily industry! In this episode: - Economic expectations and forecasts for the multifamily market. - Using technology to enhance tenant experience and operational efficiency. - Addressing operational and public policy risks in the industry. - Ravi's perspective on the conference's value and its impact on Viking's strategy. Tune in for valuable insights and discussions on navigating the multifamily housing landscape. Subscribe now for more episodes covering industry trends and expert insights!

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Join us for a compelling conversation as Ravi Gupta, COO of Viking Capital, sits down with Dan Handford, Managing Partner of PassiveInvesting.com, to explore the intricacies of real estate investments. Delve into the crucial aspects of vetting investment sponsors, sharing indispensable strategies for evaluating sponsor experience, assessing the team behind the sponsor, and scrutinizing track records. Discover how to navigate multifamily investments with confidence and mitigate risks through thorough due diligence. Throughout the episode, Ravi and Dan emphasize the importance of building trust in investor-sponsor relationships and leveraging likability to cultivate strong rapport with sponsors. With Dan's wealth of experience and Ravi's insightful hosting, listeners will gain practical insights into identifying reputable sponsors and optimizing returns in their real estate investment portfolios. Tune in to gain exclusive access to insider insights and expert advice on unlocking success in real estate investments. Don't miss out—like, share, and subscribe to our podcast for more invaluable content on building wealth through passive investing.

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Welcome to another insightful episode of Real Estate Investing for Medical Professionals Podcast featuring Chris Larsen, the founder of Next Level Income and coauthor of "A No Problem Parenting: Raising Your Kids With More Confidence and Less Fear". Chris is not only a seasoned investor but also an accomplished athlete, bringing a unique perspective to the world of finance and parenting. In this episode, Chris shares valuable insights on instilling a healthy financial mindset in children, laying the foundation for their future success. Whether you're a parent, grandparent, or planning a family, this conversation is packed with actionable strategies and lessons. Join host Ravi Gupta as he delves into Chris's journey, discussing the intersection of investing, discipline, and parenting. From Chris's experience as a top-ranked cyclist to his expertise in guiding others towards financial independence, this episode offers a wealth of knowledge for listeners of all backgrounds. Tune in to gain valuable insights and learn how to empower your children with the tools they need to achieve financial independence and success. Don't miss out on this engaging discussion!

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Welcome to the Viking Capital podcast where we dive deep into uncovering the subtle yet powerful barriers that hinder your path to wealth. Join us as we explore the world of limiting beliefs and how they shape our financial realities. In this episode, our special guest Dr. Param Baladandapani (Pa-rem) sheds light on the impact of these beliefs and provides practical strategies for overcoming them.

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🏢 Join us for an insightful dive into the multifamily real estate industry, where we explore the critical aspects of hiring, firing, and fostering strong team cultures. Amanda Loveless, Director of Operations at Viking Capital, shares her expertise on navigating the dynamic world of multifamily. From effective hiring strategies to handling terminations with empathy, we uncover the secrets to success in this competitive market. Tune in for valuable insights and practical tips to excel in the multifamily real estate sector. Share your thoughts and experiences in the comments below!

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Welcome to Viking Capital's podcast! In this episode, hosts Nathan Loy and Ravi Gupta explore the shift from common to preferred equity in multifamily syndication. Gain insights into the nuances, risks, and returns of each, backed by real-world case studies. From syndication basics to key considerations when choosing between equity types, we equip you with essential knowledge for informed decision-making. Join us on this insightful journey into the transition from common to preferred equity in real estate finance. Subscribe for more!

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🎙️ Welcome to Viking Capital's podcast, where we explore the dynamic world of finance and investing! In this episode, we're breaking away from the traditional real estate focus to dive into the exciting realm of stock market investing, AI algorithms, and the invaluable insights of our special guest, Sean Tepper, the mastermind behind Tykr.

📈 Join us as we embark on an insightful journey into the intricacies of stock selection, the role of AI in finance, and the magic of Tykr's algorithms. Sean shares his impressive journey into the world of finance, accompanied by a backdrop of guitars and a Darth Vader cup—80s movie plot twists included!

🤖 Discover Tykr's revolutionary 4M's approach—Margin of safety, Meaning (scalable), Moat (how it compares), and Management—as we unravel the secrets of successful stock market investing. Sean generously offers a peek into Tykr's performance during market ups and downs, and how AI enhances the stock selection process.

🚀 Whether you're a seasoned investor or a newcomer, Sean provides valuable advice on getting started in the market, when to buy, and crucially, when to sell. The 4M's become your guide, with the key rule: don't lose money.

🔍 Is Tykr the magic bullet for stock market success? Sean discusses the role of financial advisors, the benefits of Tykr over DIY approaches, and insights into mutual funds, penny stocks, IPOs, and even the ever-evolving world of crypto.

🎬 Ready for an adventure in AI-driven investing? Hit play now and unleash the secrets to picking winning stocks and beating the market! Don't forget to like, subscribe, and share for more financial wisdom. Cheers to financial success! 🚀💰

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🎙️ Welcome to a new episode of our podcast! Join Nathan Loy, Viking Capital’s Director of Strategic Planning, as he hosts Ravi Gupta, the fearless COO and co-founder of Viking Capital, a real estate powerhouse with a portfolio valued at over $770 million.

🏠 Discover Viking Capital's strategy for identifying promising real estate investments, focusing on low-risk deals with substantial value-add potential. Learn about their target size for multifamily transactions, emphasizing A/B assets, and maintaining a 90%+ occupancy rate, 7% cash-on-cash return, and a 1.5x debt coverage ratio.

⏳ Explore Viking Capital's typical 3-5 year hold period for multifamily investments and how it aligns with their overall strategy. Uncover the challenges they face in the current real estate climate, from high interest rates to overpriced assets, and their creative solutions to close deals.

💡 Gain insights into Viking Capital's approach to mitigating risk factors, using cap rates on interest rates and maintaining a business plan for positive leverage. Discover their strategies for acquiring quality assets at favorable prices in a competitive market, illustrated by the success story of Stewart's Mill.

🌐 Recap the core principles guiding Viking Capital's strategic approach, emphasizing the importance of sponsor experience, stable long-term debt, and cash-on-cash returns. Learn about their focus on high-population growth markets and why location is crucial in multifamily investments. 🚀 Explore where Viking Capital sees promising opportunities in the multifamily sphere despite economic uncertainty. Don't miss out on future episodes promising more insights into the dynamic world of real estate syndication!

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Join Vikram Raya, the visionary CEO and co-founder of Viking Capital, as he takes you on an extraordinary journey behind the scenes of their incredible rise. From clueless physicians exploring real estate as a 'stupid side hustle' to the thriving business moguls managing a whopping $1 billion in assets, this is a story of transformation, challenges, and triumphs.

🌐 In this Exclusive Video, Discover The Origin Story: Learn how Viking Capital was born and the challenges faced by Vikram Raya and his co-founder, Ravi Gupta. The Pivot to Multifamily: Explore the pivotal moment that led them to multifamily real estate, revolutionizing their approach to wealth creation. Partnership Dynamics: Delve into the power of partnerships and how choosing the right teammate played a crucial role in Viking Capital's success. Overcoming Obstacles: Uncover the hurdles they faced, the risks taken, and the lessons learned along the way. All-In Decision: Witness the game-changing decision that propelled them into a multimillion-dollar deal, overcoming unexpected challenges.

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Explore the surprising benefits of decreasing property values in multifamily real estate investing! 📉 In today's episode of Real Estate Investing for Medical Professionals Podcast, Ravi Gupta and Nathan Loy uncovers how economic factors, market cycles, and strategic approaches can turn temporary setbacks into long-term gains. Discover the stability of real estate investments compared to the volatile stock market and learn how a drop in property values can open doors for new investors. Uncover the secrets of forced appreciation, tax benefits, and reducing property taxes to enhance cash flow. Find out when strategic reinvestment and risk mitigation through diversification can optimize your real estate portfolio. Stay tuned for valuable insights on market analysis, long-term wealth building, exit strategies, and effective risk management. Join us for a deep dive into the upside of downside in multifamily property values – your path to strategic real estate success!

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🎙️ Welcome to an extraordinary episode of Real Estate Investing for Medical Professionals Podcast! Join us as we navigate the future with our crystal ball, John Chang, the Head Economist at Marcus & Millichap, in a captivating exploration of the 2024 real estate market.

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Join us for a compelling conversation with Nathan Loy as we explore the dynamic investment landscape. With cap rates on the rise and asset prices dipping, reminiscent of favorable markets, Nathan shares valuable insights on making informed investment decisions.

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Dive into the intersection of finance, technology, and environmental impact with our special guest, Owen Barrett, on the latest episode of Real Estate for Medical Professionals podcast Join us as Owen shares his incredible journey, from spearheading clean technology initiatives in a Fortune 500 company to founding lumeo, a niche ESCO that reached eight figures in revenue. Discover how Owen's passion for decarbonizing our economy led him to launch ZNE Capital, acquiring and partially decarbonizing $96M of multifamily properties in just three years. 🔍 In this episode, we explore:

Sustainable property ratings and certifications – the major standards investors should know.
Specific sustainability features that reduce operating expenses and improve NOI.
How sustainability attracts and retains residents in multifamily properties.
Innovative technologies transforming energy and water efficiency in apartment buildings.
Cost-effective retrofitting strategies for existing properties – investor priorities.

And that's not all! Owen unveils Rayven, the world's first net-zero real estate investment platform, aiming to decarbonize the world, one apartment building at a time. Plus, discover how you can save money through tax credits and incentives while making a meaningful impact!

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🏠 Dive deep into the world of real estate investing with the Viking Real Estate Podcast! In this candid episode, our hosts, Nathan and Ravi, share invaluable insights and lessons learned from their most challenging venture to date.

🔍 Learn about Viking's unique approach to deal deconstruction and how they turn past mistakes into future success. Ravi recounts a recent deal, discussing the issues faced, the lessons learned, and the crucial role of standard operating procedures in avoiding similar pitfalls.

💡 Gain firsthand knowledge on topics such as physical due diligence, debt structuring, and the importance of a well-planned exit strategy. Ravi's transparency about a deal gone south provides a roadmap for high-net-worth investors entering similar ventures.

🤝 Discover the impact on investor relations when deals don't go as planned and how open communication and transparency play a pivotal role in maintaining trust. Ravi shares the challenges faced, how they communicated setbacks, and the positive outcomes that resulted from honesty.

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Welcome to another insightful episode!

In this edition, we delve into the world of multifamily real estate investments and the invaluable role of a fractional CFO.

Join us as we welcome Brennan de Raad, Founder of Vessel Advisors, based in Irvine, CA. Brennan shares his wealth of experience working with professional service firms and software companies, bringing strategic financial and operational plans to the table.

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In this week's episode, we're delving into the world of real estate investing and management, uncovering the essential practices for mitigating risk and ensuring stability and growth. Whether you're an investor or an operator, these concrete strategies will help you navigate the complex real estate landscape. Join us for "Risky Business: A Masterclass in Multifamily Risk Mitigation" where we explore:

Thorough Due Diligence: Learn how to assess property conditions, local markets, operations, and financials to uncover hidden risks. For investors, we'll show you how to evaluate sponsors and understand deal structures.
Conservative Deal Structures: Discover the importance of conservative deal structures with reasonable projections, management fees, and investor protections. Investors, understand the range of your returns and what impacts that range.
Proper Insurance Coverage: Ensure you're protected with the right insurance coverage for physical damage, liability, business interruption, and more.
Transparent Reporting Standards: Implement strong reporting standards to foster transparency and alignment between investors and operators.
Diversification: Reduce concentration risk by diversifying across multiple markets and property types.
Strict Underwriting Criteria: Focus on existing fundamentals rather than speculative assumptions in your investment decisions.

And more!

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Welcome to the latest episode of the Real Estate Investing for Medical Professionals Podcast! In this installment, we take a deep dive into the world of property management and real estate investment strategies. Our distinguished guest, Mitch Harrison, CEO of First Communities, is here to share his extensive knowledge and insights into unlocking value through superior property management.

In this episode, we explore a wide range of key topics:

Discover innovative ways to drive occupancy and retain tenants at your properties.
Explore the amenities and smart-home technologies that can boost your property's investment value, from bundled Wi-Fi and smart thermostats to keyless entry and AI office solutions.
Learn how to balance cost efficiencies with providing the amenities and services tenants desire.
Uncover the most important metrics for evaluating a property's success.
Find out which metrics investors should monitor to assess how well a property is being managed.
Gain insights into assessing expense and staffing optimization at your properties.
Recognize the warning signs of trouble related to property management that investors should be aware of.
Understand the impact of proptech on property management in recent years.
Discover what separates an average property manager from a truly great one and the skills and qualities to look for.
Learn about the systems that create operational smoothness across a large real estate portfolio.
Explore the most common oversight gaps that owners face in property management.

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Welcome to another exciting episode of "Real Estate Investing for Medical Professionals"! In this episode, we have a special guest, Doug Allan, Vice President of Finance at a prominent commercial real estate investment firm.

Doug's journey from earning his Bachelor of Commerce degree with honors and becoming a top-tier CPA to transitioning into the world of real estate development and investment is nothing short of inspiring. Tune in as Doug shares his wealth of knowledge and experience in the financial world, and how medical professionals can leverage their income and career success to make informed real estate investment decisions.

As a devoted father and advocate for financial literacy, Doug's unique perspective sheds light on the importance of financial education, particularly for those who may not have pursued finance-related careers. Join us for an engaging conversation that will equip you with the tools to make informed investment choices and secure your financial future. Don't forget to follow Doug on Instagram @afightingchancefinance and visit his website at www.afightingchancefinance.com for more valuable resources. If you're a medical professional with a passion for real estate investing or simply someone interested in making smart financial decisions, this episode is a must-listen.

Hit that "Subscribe" button, and let's dive into the world of real estate investing with Viking Capital.

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Join us as Viking Capital's Director of Asset Mangement shares their insights on multifamily property optimization. Learn about improving operational areas, value-add strategies, efficiency enhancements, performance metrics, and risk management. Whether you're a seasoned investor or just starting, don't miss this episode for valuable strategies in the world of real estate syndication.

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Welcome to our latest podcast episode where we dive into the crucial topic of "Hedge Inflation with Investing" tailored for high-income health professionals. Inflation is on the rise, and it's affecting everyone's financial outlook. In this episode, we'll equip you with valuable insights and strategies to protect your wealth and make inflation work for you.

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Join us on this exciting episode of Real Estate for Medical Professionals Podcast as we sit down with Dr. Tom Burns, a retired orthopedic surgeon turned real estate tycoon. Discover how Dr. Burns ventured into multifamily real estate, managing dual careers, achieving financial independence, and scaling his portfolio to over $650 million. Learn about the financial challenges doctors face and how they can overcome them. Get valuable advice on investing in multifamily syndications and gain insights into market opportunities from Dr. Burns' vast experience. Don't miss this enlightening discussion!

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Join us as we explore how population movements can significantly influence housing demand, property values, and neighborhood dynamics. Join us on this insightful journey into the world of migration's influence on real estate, and gain a better understanding of how these factors can shape your housing choices and investments. Don't forget to like, subscribe, and hit the notification bell for more informative content on real estate trends and market dynamics!

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Hard money lending out of a self-directed IRA refers to a strategy where funds from an individual retirement account (IRA) are used to make loans to real estate investors or borrowers, typically on a short-term basis. Self-directed IRAs are special types of retirement accounts that allow investors to have more control over their investment choices, including investing in non-traditional assets such as real estate. Watch our latest episode of podcast now!

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Welcome to this exciting episode of the Viking Multifamily Podcast. Today, we're diving deep into the world of multifamily investing to uncover the top five common mistakes that could trip up even the most seasoned investors. Joining us for this illuminating discussion is none other than Nathan Loy, the Director of Strategic Planning at Viking, one of the industry's leading experts.

I am your host, Ravi Gupta, the COO of Viking, and I'm thrilled to have Nathan on board to share his invaluable insights. Together, we'll explore the multifamily investing landscape, dissecting these common pitfalls and, most importantly, providing you with the knowledge you need to avoid them.

So, whether you're a seasoned pro or just starting your journey in multifamily investing, this episode promises to be a game-changer for your investment strategy. Welcome, Nathan, and thank you for joining us! Let's get started on this enlightening journey through the world of multifamily investments.

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Join Viking Capital and guest Nic Deangelo the President of Saint Investment Group.

Nic has honed his focus on the Real Estate and debt markets with Saint Investment Group and pursues large-scale Distressed Asset purchases with his partners and syndications.

His past experience gives a new approach to Real Estate Asset Management and acquisition and allows him to draw from a wealth of experience to put together creative, high return projects.

Nic successfully built several multi-million dollar companies with successful exits. This allowed him to transition full-time into his passion of Real Estate Investment.

Today discuss the current economic climate, the potential for a decade of inflation and what that means for our investors.

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Today we are joined by Judah Fuld. Judah leads Viking Capital’s Acquisitions team, sourcing new investment opportunities and underwriting each deal to select only the most advantageous and risk adjusted investments.

Join us today to learn:

Strategic Deal Sourcing: Judah Fuld highlights the importance of a strategic approach to deal sourcing. Viking Capital's Acquisitions team focuses on identifying investment opportunities that align with their investment goals and criteria.

Thorough Underwriting Process: The podcast emphasizes that winning the best deals involves a comprehensive underwriting process. Judah and his team meticulously analyze each deal to assess its risk-adjusted potential, ensuring they invest in opportunities that offer the most favorable outcomes.

Risk Management: Successful deal-making involves effective risk management. Judah discusses how Viking Capital evaluates and mitigates risks associated with each investment, which is essential for achieving long-term success in the real estate market.

Relationship Building: Building strong relationships within the industry is crucial. Judah talks about how networking and cultivating connections with sellers, brokers, and other stakeholders can provide access to off-market deals and valuable insights.

Data-Driven Insights: Judah Fuld emphasizes the role of data-driven insights in making informed investment decisions. Utilizing data and market trends helps Viking Capital identify opportunities with the potential for strong returns.

Adaptability and Flexibility: The podcast discusses the need to remain adaptable and flexible in deal negotiations. Judah explains how being open to creative deal structures and terms can lead to more favorable outcomes.

Due Diligence: Thorough due diligence is a cornerstone of successful deal-making. Judah stresses the importance of conducting extensive research and investigation before finalizing any investment, ensuring there are no hidden pitfalls.

Patience and Persistence: Winning the best deals often requires patience and persistence. Judah shares insights into how Viking Capital stays committed to their investment strategy, even in a competitive market where attractive deals might take time to secure.

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Welcome to our latest podcast episode, where we're diving deep into the realm of multifamily asset classes and uncovering why diversification matters in this dynamic space. Starting with an introduction to multifamily assets, we'll explain how diversification plays a pivotal role in crafting a robust wealth-building strategy. Join us as we explore the advantages of diversification, showing you how it's the key to minimizing risk and maximizing returns in multifamily investments. We'll then take a closer look at the various types of multifamily properties – from apartment complexes to duplexes – detailing their unique characteristics and potential risks. Delve into actionable diversification strategies specific to multifamily, including insights on using syndication or real estate investment trusts (REITs). We'll also shed light on the crucial connection between your risk tolerance and your multifamily investment choices. To wrap up, we'll steer you clear of common missteps like under-diversifying or overlooking emerging trends in this space. Get ready to elevate your multifamily investment game by tuning in and gaining a comprehensive understanding of why asset diversification is your ultimate ally!

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Through the use of The Shred Method, Adam Carroll paid off
his home in record time saving over $180,000 in interest in the
process. He’s sharing this strategy with the world in order to
help people ‘free themselves to be themselves’. Adam has
published four books, produced an award-winning
documentary on student loan debt, has a TED talk with over 5
million views, and helps people achieve true financial freedom
in their lives. More than financial freedom, Adam is all about
helping people achieve time freedom, relationship freedom,
and service freedom.

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Syndicated from Best Ever Podcast:

In this episode, Vikram talks about his transition from life as a practicing cardiologist to a full-time syndicator. He also warns against allowing your profession to become your personality, lessons he learned from bad syndication partnerships, and why you should stop leaning on agencies for your marketing and branding needs.

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Professional athletes have turned to real estate investment; in particular, multifamily
investment, to generate passive income and diversify their portfolios. Nathan Loy, our senior
acquisitions analyst, joins Ravi in this episode to discuss how multifamily investing
combines his love for real estate and helping people. We learn how multifamily
investments cater to families and individuals, providing a larger tenant base compared to
other real estate classes, and hence allows investors to make a positive impact on
communities.

The duo offer insights on passive income, contrasting it with active income tied to
working hours. We learn about the importance of choosing investment options that
outperform inflation rates and highlights multifamily investments as a true form of passive
investment, offering "mailbox money" that flows in regardless of one's activities.

Aside from the benefits, we also get into the risks and considerations that come with
multifamily investing. By learning how to invest in the right markets and partner with
experienced sponsors who prioritize stable debt, ask the right questions, and conduct
thorough due diligence, we’ll be able to make the most out of multi-family investment.

Key Takeaways

● Passive income is a significant benefit of multifamily investing, allowing investors
to make money while they sleep.

● Choosing investments that outperform inflation rates is crucial for long-term
financial success.

● Tax advantages, such as depreciation and cost segregation, make multifamily
investments attractive and provide potential tax deferral.

● Choosing the right debt structure and lender is crucial to mitigating risks and
ensuring long-term stability.

● Conducting thorough due diligence, including evaluating market conditions and the
track record of sponsors, is essential for successful multifamily investments.

● In multifamily investing, it is beneficial to have sponsors who also invest alongside
the limited partners (investors), as it aligns their interests and demonstrates
commitment to the investment's success.

● Multifamily properties serve as a hedge against inflation, as rising expenses tend
to correlate with increased rents. The affordability of purchasing a home can push
individuals into the rental market, making multifamily investments attractive.

“Being an LP, or a limited partner in a deal means that you contribute your cash contribution and
then you let your professional sponsor do the actual investment portion of it.” - Nathan Loy

Connect with Nathan Loy
LinkedIn - https://www.linkedin.com/in/nathanloy/

Connect with Viking Capital
Website - https://www.vikingcapllc.com

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If there’s one thing we could imbibe from the lives of top investors, it is that we must plan our
finances properly. We’re joined by one such investor, Jonathon Evans, on this episode. As an
experienced attorney at Anderson Business Advisors, he tells us the importance of proper planning
to achieve financial security, reduce taxes, and protect assets.

Jonathan advises us on the potential pitfalls and recommends structuring investments through
limited liability companies (LLCs) to provide asset protection and separate personal and business
assets. He emphasizes that owning investments through an LLC shields personal assets from
potential legal claims and highlights the significance of selecting the right state and obtaining
correct documentation. He also delves into tax planning strategies, highlighting the differences
between earned income, passive income, and portfolio income. Jonathan tells us that not all types
of income are taxed equally and mentions that the wealthy often select the most advantageous
types of income to minimize taxes.

Today’s conversation teaches us how continuously investing in real estate and utilizing tax breaks
can provide ongoing tax advantages. When properties are sold, the income can be reinvested into
new properties through the same LLC, allowing for ongoing tax benefits. It also tells us how it’s like
using a 1031 exchange to defer taxes when reinvesting in similar properties, introduces the
concept of legacy planning, and highlights the importance of creating a living trust to facilitate the
transfer of assets to family members after death.

Key Takeaways

Proper planning, including structuring investments through LLCs, is crucial for financial
security and asset protection.
Selecting the right state and obtaining correct documentation are important when setting
up LLCs.
Avoid common mistakes like grouping risky investments with others in the same LLC.
Seek expertise in legal, tax, and investment areas to maximize tax efficiency and protect
assets
Differentiate between earned income, passive income, and portfolio income for tax
planning.
Real estate investments offer tax advantages, such as cost segregation and rapid
depreciation.
Continuously investing in real estate and utilizing tax breaks provide ongoing tax
advantages.
Consider legacy planning and create a living trust for asset transfer and protection.
Understand the benefits and limitations of self-directed IRAs and solo 401(k)s for investing
through retirement accounts.
Consult a tax advisor for personalized guidance and recommendations.

“One of the first things that I recommend people do is they take a look at how you are actually
going to own these investments. Are you planning on just buying them in your personal name? Are
you going to be doing something else with them?” - Jonathan Evans

Connect with Jonathon
LinkedIn - https://www.linkedin.com/in/jonathon-evans-17a51364

Connect with Viking Capital
Website - https://www.vikingcapllc.com

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What goes into the making of a wise investment decision? In this episode, underwriting
expert Rob Beardsley joins us to discuss evaluating investment opportunities and
protection against Ponzi schemes. We look into the fraudulent nature of the Ponzi scheme
involving Freedom Impact Consulting LLC and how it collapses when new investors slow
down.
Rob delves into the underwriting process, emphasizing the need to trust the sponsor or
operator. He tells us that underwriters evaluate investment opportunities by analyzing
financials, projections, and factors like renovations, management practices, and
expenses. The conversation also touches on the relationship between interest rates and
cap rates in the multifamily market, as well as the benefits of interest-only debt for cash
flow enhancement.
We also discuss other metrics and considerations in evaluating investment properties.
The importance of understanding the source and sustainability of cash flow is highlighted,
and investors are advised to ask the right questions and assess the legitimacy of deals.
Rob urges investors to focus on their areas of expertise, practice diversification, and
thoroughly understand investment opportunities to make informed decisions and mitigate
risks.

Key Takeaways

Ponzi schemes are fraudulent investment schemes that promise high returns with
little risk. Thorough underwriting is essential to protect against such schemes.
Return on cost (yield on cost) is an important metric in underwriting real estate
deals, but it should be analyzed in conjunction with risk factors.
Leverage can enhance returns if the return on cost exceeds the cost of debt, but it
also magnifies negative outcomes.
Interest rates and cap rates in the multifamily market are interconnected,
impacting property prices and transactions.
Interest-only debt increases cash flow but has limited impact on total returns,
making it favorable from a cash flow standpoint.
Internal rate of return (IRR) calculations are subject to manipulation and
assumptions about reinvesting cash flow. Practical implications may not align with
mathematical outcomes.
Metrics like cash flow, equity multiple, and IRR are important in evaluating
investment opportunities, but understanding the source and sustainability of cash
flow is crucial.
Balancing risk and return is essential when assessing investment properties, and
diversification and understanding are key in making informed decisions.

“The essential core practice of underwriting is looking at an opportunity and analyzing, either if you
would pay the asking price, or what price you would pay for that asset. And that's based on again,
the future projections as well as more subjective risk analysis and deciding well, are these potential
returns worth the effort and risk that I'm going to have to take in order to potentially achieve those
returns?” - Rob Beardsley

Connect with Rob
LinkedIn - https://www.linkedin.com/in/rob-beardsley/

Connect with Viking Capital
Website - https://www.vikingcapllc.com

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What investment options must we leverage for maximum financial growth? Greg Dickerson,
our guest for today’s episode, centers today’s conversation on that very aspect. We discuss the
importance of carefully analyzing real estate deals based on factors like cash flow and low cost
basis to identify opportunities that make financial sense and offer potential returns.

Greg also discusses the timing of investments. He advises us about exercising
caution until the end of the year or early next year to assess the unfolding economic conditions.
This would help us make informed decisions and navigate potential risks or uncertainties in the
market. We also touch upon different investment avenues, including the stock market, crypto
markets, and AI investments as these may hold potential opportunities for investors.
We also discuss the concept of artificial superintelligence and its potential implications.
Greg pinpoints the need for thorough analysis, careful consideration of timing, and a focus on
areas with potential for growth and long-term impact. By applying these principles, we can
navigate the market, identify investment opportunities, and position themselves for potential
success.

Key Takeaways

Opportunities exist in distressed assets and general assets with reduced cost basis.
Carefully analyze deals based on cash flow and low cost basis.
Exercise caution in investing until the end of the year or early next year to assess economic
conditions.
Consider opportunities in the stock market and crypto markets.
Look for AI investments with strong network effects and long-lasting impacts.
Artificial superintelligence is on the horizon and may significantly impact economic conditions.
Understand the business cycle and be aware of factors such as debt, leverage, and global
currency dynamics.“

Just understand where we are in the cycle peaks and valleys when the economy is running hot,
you've got to slow it down and cool it off, when the economy's running slow, you've got to speed it up and stimulate.” - Greg Dickerson

Connect with Greg
LinkedIn - https://www.linkedin.com/in/agregdickerson

Connect with Viking Capital
Website - https://www.vikingcapllc.com

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Investing With Your Tribe with Travis Smith

Travis Smith, the founder and CEO of Tribevest, comes from a family of doctors. Yet, he pursued
finance instead of medicine because he sought financial independence, which the latter did not
seem to offer. Despite having a good income as a doctor, financial freedom was still miles away in a
doctor’s profession. So, 15 years ago, he decided to venture into the business world. He didn’t
know what way to go, which path to follow, and what deals to find. But he knew something: he
wanted to break into real estate and own a business.

Today, he joins the Real Estate Investing For Medical Professionals podcast to share his personal
wealth journey and how it took shape into financial independence. Starting with forming an LLC to
creating Tribevest, a whole platform for launching LLCs, he gives away everything that went into
the journey. He went from seeing financial independence as a personal need, to building a tribe that
helps limited partners to come together, pull their capital, and invest in higher thresholds. This
allows them to get better terms, play the role of a co-GP, and achieve financial freedom.

Tribevest takes care of all the administrative work and makes it easy to file an LLC, open up a business bank account, onboard members, set up an equity cap table, and wire funds.

Learn about the platform and its services for forming investment tribes in this episode and get
inspired to accelerate your entrepreneurial journey. Travis’s goal is to make investing in real estate
syndications more accessible and easier for groups of friends or family.

Key Takeaways

● How starting an LLC and forming a business bank account can help in pooling capital and
investing in real estate deals.
● What is Tribevest and what does it do?
● What is meant by open tribes and closed tribes?
● How do investment tribes work?

“When we focus specifically on passive investing into real estate syndication, we can really even
automate this and make it even 10 times easier.“ - Travis Smith

Connect with Travis Smith
LinkedIn: https://www.linkedin.com/in/travissmithmovethechannel/
Website: https://www.tribevest.com/

Connect with Viking Capital
Website: https://www.vikingcapllc.com

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Deferring Capital Gains Taxes Using 1031 Exchanges With Bill Angove

As a qualified intermediary for 1031 exchanges, Bill Angove has helped businesses defer capital
gains taxes for over 25 years. He joins Viking Capital's Real Estate Investing For Medical
Professionals podcast to walk us through the basics of 1031 exchanges and how to leverage them
for real estate investing growth.

Bill lays out examples and facts to explain exchanges. For instance, he talks about a family that
bought a property for $40,000 that's now worth $1 million and how it could buy $2.6 million worth
of property with an exchange. He emphasizes that the like-kind exchange is often misunderstood
and can include any type of property held for investment, such as office space, apartments, retail
space, and vacation homes. Bill also discusses the advantages of 1031 exchanges, such as
diversification into different property types, consolidation of rental properties, and estate planning.

He advises people to talk to their tax person and a tax attorney to make sure they understand the
rules and regulations surrounding 1031 exchanges. Additionally, Bill explains the rules and timelines
of exchanges, including the identification period and the 2% rule, which limit the number of
properties an investor can identify for purchase.

Remember, a 1031 exchange can be a smart strategy for real estate investors, but it requires
careful planning and execution to maximize its benefits. Tune in to this episode to make sure you’re
doing it – and doing it right!

Key Takeaways
● Why a 1031 exchange is a tax-deferred way to sell investment properties + purchase new
ones.
● How and where to leverage exchanges
● How to engage a qualified intermediary to facilitate exchanges
● The timeline for a 1031 exchange and what is done during that period
● The rules of exchanges: the three property rule, the 2% rule, and the 95% rule
● Why to consult a tax professional and run the numbers before committing to a 1031
exchange

“The real power of exchange is you're deferring that tax, you take that million dollars at the same
loan to value and look how much more property you can buy.” – Bill

Resources:

Turbo Tax: https://turbotax.intuit.com/

Connect with Bill Angove
Website: www.apiexchange.com

VIKING CAPITAL LLC.
Connect with Viking Capital
Website: https://www.vikingcapllc.com

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From Side Hustles to Syndications: Strategies for Financial Independence

Through Real Estate

Key Takeaways

Manage and delegate: Use time management and delegation tools such as TaskRabbit,

Fiverr, Upwork, and AI programs.

Sponsorship: Find a trustworthy sponsor before investing in real estate.
Strategy: Assess your time, energy, and money before deciding on a real estate investment

strategy.

Consider your passive income goals: Set a modest and achievable goal of $20,000 a

month in passive income.

Financial freedom through real estate investment: Achieving financial freedom through real

estate investing is doable and doesn't necessarily take as long as one might think.

Personal brand: Build a personal brand to attract opportunities and grow your network.
Liquidity and cash flow: Calculate your net worth and understand your liquidity and cash flow.
Smart investment: Don't rely solely on traditional retirement savings like stocks and bonds - explore alternative investments like real estate.
Start early: Start planning for financial freedom early, rather than waiting until retirement age.

“We only have so much limited time, energy, and money. So, how do we leverage what we

currently have to get that outsized return? I think we're all looking for that.” - Peter Kim

Connect with Viking Capital:

Website - https://www.vikingcapllc.com

Episode Resources:

https://docs.google.com/spreadsheets/d/1DB40KEoM2DliM3YC07oj8Hg3koVfmefd/edit?usp=share_link&ouid=115847507912224788486&rtpof=true&sd=true

https://drive.google.com/file/d/1Be2J9PXmS9xSDh6Jpca_a3M9cp3L_kcq/view?usp=share_link

https://drive.google.com/file/d/1bh1QIJoW5uAXszytWIKja4HyichDJbvW/view?usp=share_link

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Navigating Economic Uncertainty in Real Estate With Art Cordova, Viking Capital LLC.

About this podcast

The global economy is currently teetering on the brink of a recession, and successfully navigating this challenging landscape requires a profound understanding of financial matters, ideally from an expert in the field. In this installment, viewers are fortunate to gain access to the invaluable insights of Art Cordova, Director of Finance at Viking Capital, who generously shares his proven strategies for effective financial management, with a particular emphasis on real estate investment.

Leveraging his wealth of experience, Art methodically shares his approach to navigating the complexities of today's financial landscape. He delves into strategic budgeting, conducts ad hoc analyses, scrutinizes financial statements, and evaluates the operations and valuations of multi-family properties. Art highlights the significance of factoring in "below the line" expenses, which tend to be owner-specific and can vary significantly. Additionally, he provides a comprehensive overview of the distinctions between cash-based accounting and accrual-based accounting, outlining the respective advantages and disadvantages of each.

Key Takeaways

NOI, no problem: Net Operating Income (NOI) as a key figure in valuing multi family properties.
Balance is everything: How to keep your balance sheet in check to stay on top.
Cash is king, but accrual is queen: The differences between cash-based and accrual-based accounting.
Plan for the worst, hope for the best: Being proactive in managing finances by seeking advice,making projections, and preparing for unexpected events.
Interest rates: friend or foe?: What Higher and Lower interest rates mean during a recession.
Teamwork makes the dream work: Building strong relationships and teams for the win.
Renovate to elevate: How renovations add value to properties and attract happy tenants.
Reviews matter: A good reputation is key for real estate success
Keep it rollin’: A rent roll is a crucial tool for tracking rental income and staying organized.
Quilt your data: Use a dashboard spreadsheet to keep all your data in one place and easily accessible.
Don't forget the 'below the line': When valuing properties, remember to factor in owner-specificexpenses like debt service, management fees, and CapEx.

“When a recession hits, it's almost like, not a bad thing, because interest rates drop. And in our line of business, we need to be very focused on the industry, because the lower the interest rate, the more that we could get, the more properties we could buy, right?” - Art Cordova

Connect with Viking Capital

Website - https://www.vikingcapllc.com/

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Viking Capital - Real Estate Investing for Medical Professionals

Episode 9: Gaining investor Trust with Chris Parrinello

It's easy to get caught up in a new deal or be sold the promise of massive returns – but what are the most important conversations investors need to have with their investment strategists to ensure that a deal doesn't go sideways?

Chris Parrinello is the Director of Investor Relations with Viking Capital and he is in candid conversation with Ravi Gupta about the red flags that we need to look out for and the tough questions we need to ask before putting pen to paper on a new investment deal.

Understanding the risk upfront, ascertaining your salesperson's honesty and transparency, and asking to be walked through the underwriting of your potential deal are just some of the hot tips you need to take into account when building a trusting relationship with your investment strategist.

Doing your own research is another piece of good advice. That starts here. Please join us.

"At the end of the day the thing that nobody really talks about when they're an investment salesperson is risk. And I've learned that it's the most important thing you should talk about." ~ Chris Parrinello

In This Episode:

Addressing risk upfront as an investment salesperson
How do you gain investor trust?
Dealing with bad actors in the industry who aren't transparent
Ensuring the investment salesperson actually understands the deal
Being a steward to create wealth for your client
How honesty and transparency go a long way in relationship building
What questions should an investor ask of an investment salesperson
The value of doing your own research as an investor
The danger of being negatively leveraged on a 2% spread
Asking your investment salesperson about their track record
Why everything is not going to go according to plan when you prognosticate for the next five years
Making yourself available as an investment salesperson
What is the key to forming lasting relations with investors?
What is the investment salesperson process when looking for a new deal?

And more!

Connect with Chris Parrinello:

Viking Capital Website - https://www.vikingcapllc.com/
LinkedIn - https://www.linkedin.com/in/cjp88

Connect with Viking Capital:

Viking Capital Website - https://www.vikingcapllc.com/

Connect with Ravi Gupta:

LinkedIn - https://www.linkedin.com/in/ravi-gupta-md-a23677107
Email - rgupta@vikingcapllc.com

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Viking Capital - Real Estate Investing for Medical Professionals

Stress-Testing Real Estate Deals with Brandon Baksh

What are the biggest challenges facing multifamily real estate investors? To understand the market from a debt perspective, today's guest is Brandon Baksh – a partner at Dwight Capital.

Brandon has closed over $2.8 billion in FHA financing at Dwight Capital, one of the fastest-growing direct lenders with more than 100 employees. He's offering valuable insight into the multifamily investment market, within the context of a challenging global economy.

Caution is the watchword for Brandon as he reminds us that everything is cyclical, as well as intertwined. What is happening in the world today is how we can view key drivers in the market.

From people leaving the city for the suburbs during the pandemic (and now returning) to increasing insurance premiums for properties affected by adverse weather in places such as Florida, a holistic outlook is needed when considering your next investment approach.

Brandon's philosophical viewpoint strikes a balance between assuming the world is ending versus seeing things in too positive a light, which leaves us with a reminder to learn as much as we can about a deal that is on the table before making an investment. Please join us.

"We stress test everything in a significant way so that if things go awry there is a workable plan, and we're not panicking." ~ Brandon Baksh

In This Episode:

Brandon's birds-eye view of the market and where he sees it headed
Understanding variable rate debt
The difference between what Brandon does versus an equity investor
What does ‘balance sheet bridge lending’ entail?
What is the HUD program? Understanding permanent fixed-rate financing
What does it take to offer a non-recourse loan?
How has underwriting multifamily real estate changed recently?
How does Brandon stress test a real estate deal?
Considering tax and insurance when assessing a deal
What are the biggest challenges facing multifamily real estate investors?
Understanding DSCR (Debt Service Coverage Ratio)
Unpacking Dwight Capital's Rescue Fund
Where are the opportunities for multifamily investors?
How is fintech impacting the multifamily market?
What trends is Brandon seeing in the multifamily market?
Brandon's advice on getting started as an investor

And more!

Connect with Brandon Baksh:

Website - https://dwightcapital.com/

Connect with Viking Capital:

Viking Capital Website - https://www.vikingcapllc.com/

Connect with Ravi Gupta:

LinkedIn - https://www.linkedin.com/in/ravi-gupta-md-a23677107
Email - rgupta@vikingcapllc.com

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Roger Khoury is the Founder and CEO of Market Forecasting Academy, and he is a market forecasting expert with over 20 years of experience. Years ago he discovered an inherent flaw in all market investment strategies: too much focus on price. He overcame that flaw with ‘Market Vulnerability Analysis™’ — an innovative methodology that incorporates all of the supply and demand movements of the market, that reduces risk and loss while enhancing performance.

Understanding how Roger’s ‘Demand Imbalance Arbitrage’ works, exactly, will provide you, a medical professional (with limited time to stay abreast of market movements), the perfect tool to control your portfolio and have a stress-free experience. The key lies in appreciating that demand is the key indicator that we need to pay attention to.

Host Nathan Loy illustrates how there is currently a mismatch between multifamily real estate investments and what the market is willing to pay for those communities. Roger’s insights will allow you to easily outperform the market while enjoying less risk, and staying well ahead of inflation. The compound interest of applying his formula is that you can replicate what you are doing and start enjoying — you guessed — more time freedom!

“What we want are only the opportunities where the demand is significantly out of balance with price.” ~ Roger Khoury

In This Episode:

‘Demand Imbalance Arbitrage – the rubber band metaphor explanation
What it means to be making “peaceful profits”
The mismatch between sellers’ expectations and what the market is willing to pay for multifamily housing
Understanding day trading compared to what Roger does
How to protect your portfolio from double-digit crashes
Predicting the markets in the same way we forecast the weather
Evaluating where the market is unlikely to go
How to use Roger's formula when you have limited time as a medical professional
Why the market cannot be manipulated beyond what it can bear
Roger’s focus on people’s well-being over profits
‘It’s not the plane, it’s the pilot’ – Nathan references Top Gun
Roger’s Four Cs

And more!

Connect with Roger Khoury:

Website - https://www.investingfortoday.com
Email - roger@marketforecastingacademy.com

Connect with Viking Capital:

Viking Capital Website - https://www.vikingcapllc.com/

Connect with Ravi Gupta:

LinkedIn - https://www.linkedin.com/in/ravi-gupta-md-a23677107
Email - rgupta@vikingcapllc.com

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Omar Khan is the Founder and CEO of Boardwalk Wealth, and he's talking to us today on Real Estate Investing for Medical Professionals about asset management – one of the most overlooked, undervalued components of property syndication.

Omar has advised on $3.7 billion in capital financing. His investment experience across real estate and commodities shines through in this insightful conversation with Viking Capital’s Colm McEvilly as he expresses the importance of understanding the fundamentals of asset management and seeing tenants as satisfied residents of a community.

Nuance is critical to Omar's understanding of asset management as he explains why it's not just one key metric that needs consideration when weighing up the pros and cons of any deal. For example, is it worth pushing up the price of parking on your property if that causes a 20% decrease in occupancy? How you weigh the little things up against each other and how you pay the people you work with well – and treat them with respect – are all covered by Omar in this episode.

More importantly, he illuminates our understanding of what asset management is by asking us to reflect on what we consider assets to begin with. This is a masterclass in human relations with some practical tips on seeing your property as a valuable asset that needs to be managed with clinical oversight and attention to detail.

“Banish – literally banish – the word 'tenant' from your vocabulary.” ~ Omar Khan

In This Episode:

Why investors need to know how the sausage is made
Understanding the core fundamentals of investing and asset management
Why it pays to hold onto assets nine times out of ten
The value in creating a community of satisfied residents
Why it's important to pay people properly in property management
The importance of understanding nuance when it comes to asset management
What is the long-term consequence if you DON'T do something for your property?
Asking yourself 'Why?' three or four times to get to the root cause of an issue
Omar's Top 5 Rules
Building strong relationships leads to having a stellar reputation
Why teamwork makes the dream work
Manage your Capex like your hair is on fire!
Appreciating that the work you do is a "for profit" exercise
Omar shares his dashboard spreadsheet data 'quilt'
Rebranding your property if it only has three stars on Google Reviews
Why your 'rent roll' is a key to success
Why renovations are a proven, value-add process
Sioux Falls, Brighton Farms, and Lakewood Oaks property management case studies

Connect with Omar Khan:

Website - www.boardwalkwealth.com

Connect with Viking Capital:

Website - https://www.vikingcapllc.com/

Connect with Ravi Gupta:

LinkedIn - https://www.linkedin.com/in/ravi-gupta-md-a23677107
Email - rgupta@vikingcapllc.com

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Purchasing a property without considering an exit strategy is risky. Therefore, when analyzing a potential investment, you must evaluate the proper exit metrics and discover how to project the correct exit. To help us navigate this space, today's guest is Dan Handford.

Dan is the founder and managing partner of PassiveInvesting.com, with over a billion in assets under management. He is also the founder of Multifamily Investor Nation, which educates participants on investing appropriately in multifamily assets. In addition, Dan has an extensive and successful background in starting multiple seven-figure businesses from scratch, including a large group of non-surgical orthopedic medical clinics in South Carolina.

In this episode, Dan shares his expertise about the various exit strategies available for real estate investors, how to choose the right one and what questions to ask before investing in a new asset. Whether you're a new investor or a seasoned pro, this episode is packed with valuable information to help you navigate the world of real estate investing and plan for a successful exit.

“You always have to have that exit in mind. You shouldn’t ever buy anything unless you’ve already counted what it’s going to take to exit it.”

-Dan Handford

In This Episode:

Multifamily Investor Nation conventions organized by Dan
Why the exit for a property is important and when to start planning it
Different exit strategies
Speaking with investors about exit timelines
Paying attention to cap rates
What to ask as an investor before buying a property
Market shifts and how to act
Challenges that may occur with exit strategies

Resources:

Multifamily Investor Nation - https://www.multifamilyinvestornation.com/
Book “Influence: The Psychology of Persuasion” by Robert B. Cialdini - https://www.amazon.com/Influence-Psychology-Persuasion-Robert-Cialdini/dp/006124189X
Fortify Foundation - https://www.fortifyfoundation.com/
Book “Pre-Suasion: A Revolutionary Way to Influence and Persuade” by Robert B. Cialdini - https://www.amazon.com/-/es/Robert-B-Cialdini-ebook/dp/B01C36E2YS

Connect with Dan Handford:

Passive Investing - https://www.passiveinvesting.com/
LinkedIn - https://www.linkedin.com/in/dan-handford

Connect with Viking Capital:

Website - https://www.vikingcapllc.com/

Connect with Ravi Gupta:

LinkedIn - https://www.linkedin.com/in/ravi-gupta-md-a23677107
Email - rgupta@vikingcapllc.com

Influence: The Psychology of Persuasion, Revised Edition

Pre-Suasion: A Revolutionary Way to Influence and Persuade

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Are you sitting on a lot of retirement money and want to put it into a high-yield investment or diversify an investment?

Reneika Lightbourne is a business development specialist for Advanta IRA. In this insightful episode of Real Estate Investing For Medical Professionals with hosts Ravi Gupta and Colm McEvilly, she offers advice on understanding self-directed IRAs and how to invest in real estate and other alternative assets.

This show is full to the brim with real estate investment tips for medical professionals, as well as anyone wanting to understand the difference between a self-directed IRA and a 401K.

Making your money work smarter for you begins here as Reneika explains everything, from what these different investment vehicles offer us from a tax perspective to the nitty gritty on costs and transactional fees. Can you buy a Michael Jordan playing card with your self-directed IRA? Tune in to find out!

“A self-directed IRA simply means that you, as the account owner, have complete control over your retirement funds. It allows you to really diversify into alternative assets.” - Reneika Lightbourne

In This Episode:

Understanding a ‘self-directed IRA’
What a 401K can be used for
Why diversifying your IRA into real estate is a ‘no brainer’
The type of challenges one can expect when transferring an IRA
Unpacking the restrictions when it comes to investing in real estate
Understanding the benefits of a solo 401K
Don’t let the tax tail wag the investment dog!
The fees one can expect to pay
Looking at the restrictions on how many deals you can do
Be mindful of the new IRS agents out there!
How to juggle your solo 401K with your side business
The three ways you can fund your account
Taking the fees you have to pay from your 401K account

And more!

Connect with Reneika Lightbourne:

Website - Advanta IRA - https://www.advantaira.com/reneika-lightbourne/

Connect with Viking Capital:

Website - Viking Capital - https://www.vikingcapllc.com/

Connect with Ravi Gupta:

LinkedIn - https://www.linkedin.com/in/ravi-gupta-md-a23677107
Email - rgupta@vikingcapllc.com

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When will the debt markets stabilize? What are the market trends, and what interest rate hikes can we expect in 2023? Everything is updated in real-time, so how do you stay ahead of the game?

Markets are moving fast and the numbers on key indexes are constantly changing! If you work in private lending, you have a client looking for a deal and you’re sizing it to certain debt levels. The treasuries are moving, and that affects what lenders are willing and able to lend you on a certain deal. Learn all about deal-making from the other side of the table in this shrewd episode.

Joel Chetner works for Meridian Capital Group, which sources and deploys around $55 to $60 billion in debt annually. Joel is responsible for the origination and placement of loans across a broad array of property types, including multifamily, office, and retail.

Most importantly, he lives lending – day in and day out – and he’s chatting with Colm McEvilly, today’s host of Real Estate Investing For Medical Professionals to get an insider’s peek at the business and investment deals that make the world go round, as seen and understood from an expert lender.

From bridge lending to fixed interest rates to super hot markets in 2023, and the stress tests that lenders are requiring to test their deals, it’s all here in a fascinating insight into the world of lending at a time when the world markets are pretty uncertain.

“The bank is the biggest investor in the deal. People don’t typically think of it that way, but they really are. I think the power of leverage is how we’re able to create so much value for the investors. Because when you’re borrowing 70% or 60% at 3% to 5% cost, and you’re trying to create a return profile for these investors that have a much more expensive cost of equity, that’s where you can really create the value.” - Joel Chetner

In This Episode: - Seeing the bank as the biggest investor in the deal

Why the leverage in real estate is so attractive
What the major difference is between now and 2008
When the debt markets are projected to stabilize
'Real estate is hyperlocal' — what that means to you as an investor
What red flags you need to look out for with bridge lending
Creative, unique lending opportunities that are still presenting themselves
What stress tests lenders are implementing
How interest rate hikes will affect the deals we’re making today
Why markets hate uncertainty
Where you can learn about the capital markets

And more!

Resources:

Book a call: https://meetings.hubspot.com/chris-parrinello
Physician Wealth Summit Event - https://www.vikingcapllc.com/upcoming-events-overview/physician-wealth-summit

Connect with Joel Chetner:

Website

Connect with Viking Capital:

Website

Connect with Ravi Gupta:

LinkedIn
Email - rgupta@vikingcapllc.com

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Reed Goossens came to the US from Australia without knowing anyone and having no real estate experience. He first worked as an engineer and then started two multifamily syndication investment firms that together now have $650 million of US real estate.

He’s chatting with Nathan Loy and Colm McEvilly in this week’s episode of the Real Estate Investing for Medical Professionals podcast, teaching us all there is to know about adding value to a multifamily deal, as well as how to get investors excited about syndications.

Reed’s candor and affability as an Aussie immigrant make him easy to warm up to as he selflessly shares advice on real estate investing — from what he’s learned from his success in the US market.

When do you revitalize an old building? How do you calculate the rent for that area? What can you expect to save by buying in bulk, and then how do you prevent each apartment from looking the same?

These and other questions cut to the heart of the debate around real estate in 2023, and the answers are just a download away. Please join us!

“The key is understanding what your skillset is that could be valuable to someone else in the space you want to get into. I don’t care what industry it is — it could be real estate — but you’re using a skillset to open a door, be valuable to someone else, learn from them, and then apply it in your own world.” ~ Reed Goossens

In This Episode:

Reed’s origin story as a non-native investor with a background in engineering
Why getting technical with the terms of the deal earns customer trust
How has personal branding and client-facing helped Reed improve his business
‘Learning the ropes of rejection’ as a way to grow personally in your business
What tools can you use to pitch and raise capital
How to build a relationship of trust — and then ask for money
Why consistency helps you stand out from the competition
Reed’s formula for calculating a potential rental price in any given area
Where the cash flow market opportunities in 2023 are

And more!

Resources:

Physician Wealth Summit Event - https://www.vikingcapllc.com/upcoming-events-overview/physician-wealth-summit

Connect with Reed Goossens:

Website - https://reedgoossens.com/

Connect with Viking Capital:

Website - https://www.vikingcapllc.com/

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Tax savings is a topic that everyone loves. And in this episode, we are going to delve into it. Of course, we aren't talking about small savings here. But how do you get there? Using cost segregation and depreciation techniques in your real estate investments is the answer. To explain that, we are pleased to introduce Roger Hibbs.

Roger Hibbs is the National Director of Federal Tax Reduction at O'Connor Cost Segregation. He has spent 13 years in commercial property management and the past 11 years with O'Connor and Associates helping commercial property owners. In this episode, we will explore what cost segregation is, how it works, and the benefits it can bring to investors. First, Roger shares his insights and experience on the subject, and then he answers questions from the audience. Are you ready? Tune in to learn how to use this strategy to boost your real estate investment returns.

“There’s never a bad time to do a cost segregation study. It’s never too late.” - Roger Hibbs

In This Episode:

Depreciation of assets
Benefits of front-loading real estate
Timing for doing a cost segregation study
Recapturing assets
When not to do a cost segregation study
Current laws on cost segregation
How to choose a company to perform cost segregation

Resources:

Physician Wealth Summit Event - https://www.vikingcapllc.com/upcoming-events-overview/physician-wealth-summit

Connect with Roger Hibbs:

Email - rhibbs@pocconor.com
Website - https://www.expertcostseg.com/

Connect with Viking Capital:

Website - https://www.vikingcapllc.com/

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Join us today as we discuss finding the right business partner with Jason and Pili Yarusi of Yarusi Holdings.

Jason is founder of Yarusi Holdings with his wife Pili. They have over 1400 Multifamily Units acquired. Yarusi Holdings is a multifamily investment firm that repositions under-performing properties through operational efficiencies, rebranding and value-add renovations.

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Today Roger Hibbs joins us to discuss cost segregation and tax reduction.

Roger is the National Director for O’Connor & Associates Federal Tax Reduction division, and oversees the national sales and consulting expansion efforts. Roger has a combined 24 years experience in commercial real estate, and has been dedicated to federal tax reduction for commercial property owners since 2005.

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Today Paul Williams joins us to discuss everything you should know before touring an asset.

Paul specializes in property acquisitions and has a broad range of experience. He has flipped more than 80 homes and several retail properties, developed land, built new homes and assisted in the acquisition and or management of 1,817 multifamily units.

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Today Bill Shippen joins us to discuss building strong broker relationships and guide us through what's happening at the ground level in multifamily real estate.

Bill Shippen is a managing director of JLL with more than 20 years of experience in the multi-housing industry. He specializes in large scale, value-add multi-housing properties that benefit from repositioning and redevelopment strategies.

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Have you been thinking about building a website for your business, but aren't sure where to begin? Today Todd Heitner joins us to share his expertise on website building to help you get started!

Todd is the founder of Apartment Investor Pro which has been innovating and developing the best strategies to create industry-leading websites.

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Selecting the right market can be one of the most difficult decisions to make when investing in multifamily realestate. Today Rob Beardsley of Lone Star Capital joins us to share some of his market selection expertise.

Rob is the principal and founder of Lone Star Capital and oversees acquisitions and capital markets for the firm and has acquired over $100 million in multifamily realestate assets. Rob has also published the bestselling book "The Definitive Guide To Underwriting Multifamily Acquisitions." He also hosts the Capital Spotlight Podcast.

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We've all had the experience of working with a great company, they garner more interest, grow and then suddenly the service and product suffers. What happened? Many times it's the quality of the team that is the culprit. Great companies rely on tremendous teams. Teams that inspire innovation. Teams that welcome solving complex problems. Teams that have unstoppable momentum.

The same is true for any real estate company; it's a team sport that will fail if it depends on one person. But with all the nuances of real estate: marketing, investor relations, acquisitions, operations, asset management etc., how do you know you're investing in a quality all-star team that's always ready to tackle any problem? With hundreds of potential operators, how do you pinpoint who has built a cohesive team focussed on growing your investment and who will have the opposite effect, potentially bringing your investment to a screeching halt?

Our guest on the Viking Multifamily Freedom Podcast, Zach Haptonstall, CEO & Co-Founder of Rise48 Equity, joins us to explore how to build the ultimate strategic partnerships within any real estate business. Zach has a professional background overseeing 110+ employees, has hosted 200+ member meet-ups, and is a #1 Best Selling Co-Author of "Success Habits of Super Achievers".

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Today we are in an uncertain and volatile economy, so how do we make sense of all this? Should we be buying and selling assets? Should we hunker down and keep cash on hand? How do we navigate the stock market? That's why our guest on the Multifamily Freedom Podcast is Greg Dickerson!
Greg is a serial entrepreneur, real estate developer, coach and mentor. He has bought, developed and sold over $250,000,000 in real estate assets, built and renovated hundreds of custom homes and commercial buildings, developed mixed use and residential subdivisions, and started twelve different companies from the ground up. Greg currently mentors and coaches some of the top entrepreneurs, real estate investors and real estate developers around the world helping them start, grow and scale their businesses, raise more capital and do bigger deals.
In this episode we cover:
The state of the economy in general, as well as for multifamily.
What are all the things adding to inflationary concerns and how will monetary policy deal with it?
Will the Fed's quantitative tightening push us into recession?
Are assets in a mega-bubble?
Is multifamily a safe bet in this uncertain economy?
What are markets the most concerned about right now?
And much, much more!

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Imagine a life of freedom. I don’t mean just financial freedom, but geographic freedom, time freedom, freedom of health, and freedom of charity. Imagining living a life on your own terms. Well today we are talking to someone who has done just that. On this episode of The Viking U Podcast, we spoke with Peter Kim MD, founder of Passive Income MD, a resource for physicians to find a side hustle, and reach the point of financial independence.

Peter Kim is an anesthesiologist who lives in LA. In his words, “Im the guy who will pretty much try anything if it will make a positive impact on my life”. His passion in life is his kids and multiple dogs, and he practices medicine on his own terms, while being supported financially by passive income streams.

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Today’ topic is retirement. By retirement I don’t mean in the stereotypical sense, such as quitting your job and just existing, I mean becoming financially independent, and focusing on and living a life of your passions. The key word here is finally independent right? Real estate is one of many vehicles you can use to get to this point.

Furthermore, If you really think about it, one of the main purposes of life is growth and contribution, and when growth and contribution slows down, you feel a sense of stagnation and are just “existing”. Most physicians I speak with are in this continuum, where they either like what they do but want to cut back to pursue their passions, or just want to throw in the towel completely and switch gears.

Well today’s special guest is going to speak about how to get over this hump, and truly live the life of your dreams . Vikram Raya is the co-founder, CEO and managing partner of Viking Capital, a multifamily acquisition company with close to a half a billion dollars of assets under management. , he is a high performance business coach of Limitless MD, and he is the founder of Vitology Institute a functional medicine practice.

Vikram is a cardiologist and a serial entrepreneur. He is a great friend and truly one of the most dynamic people I know. I’m going to ask him some tough questions today, because I really want to get to the core of how he is able to live a created life. Before we start my book recommendation for this podcast is The Perfect Week Formula, by Craig Ballatyne. This book is a must read, truly describes the perfect week and debunks the myths of typical morning routines. A practical no-nonsense guide to crushing your morning, week, and life.

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As we all know the market is HOT. We absolutely feel it on our end, and now we are looking outside our primary market to see if there are any deals out there. The problem is our tried and true property management team doesn’t operate in those markets. So how do we find another solid property management company in a new market?

Welcome Mr Ed Romano. Ed joined First Communities in 1988. He is responsible for maintaining performance excellence for a portfolio of approximately 10,000 units. His leadership team has extensive experience in due diligence, acquisitions, strategic redevelopment and includes over 60 renovations for private and institutional clients. Ed is a CPM Candidate and serves as FCM’s chairperson for the Atlanta Community Food Bank initiative. He earned his Bachelor of Business Administration degree from the University of North Florida.

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As we all know most real estate markets are very hot right now and a relationship with a broker can make or break you. In fact, most brokers are given the power of choosing the buyer for the property without much input from the seller. So the question is how do you create a relationship with a broker, if you are relatively new to the game, and not seem like a newby. And is there something you can do to actually ruin your chances of buying a deal without even knowing it?

Here to answer these questions and more is Chandler Brown. Chandler Brown is a principal and broker of Greystone Brown Real Estate Advisors. Since joining the company in 2009, Chandler has assisted in the sale in over 150+ properties totaling 25,000+ units and over $1 billion in volume across the Southeast. His primary focus includes the representation of private high net worth individuals, syndicators, and regional operators of suburban multi-family assets in Georgia, Florida, Tennessee, South Carolina and Alabama.

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Have you wondered how to analyze or underwrite your own deal? Well then this is the episode for you! Please join us with Judah Fuld, the director of acquisitions at Viking Capital, as he walks you through the basics of underwriting your own deal. Be prepared to take notes, there is a lot of useful information here!
Judah, an attorney, came to Viking Capital from Eastern Equity Advisors where he led underwriting and identified private equity sources prepared to participate in real estate transactions nationwide and across asset classes. Beforehand, Judah spearheaded origination and underwriting for an investment sales firm specializing in retail assets, where he also helped expand the company’s territory. Mr. Fuld managed the creation of disposition analyses, assessed property values, targeted disposition pricing, and analyzed the effects of macroeconomic trends on commercial properties. Prior to that, Mr. Fuld practiced as an attorney, providing counsel on various types of real estate matters to regional developers, retailers, corporations and institutions.

Judah volunteers with the Associated Jewish Community Federation of Baltimore and the Greater Pikesville Recreation Council in Pikesville, MD.

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Now that you have started your syndication company, what’s your end point? Do you just want a single asset or is your goal to create multi-generational wealth? In today’s episode Greg Dickerson will give us point by point instructions on how to scale and grow to 1 Billion of multifamily assets under management. And even if you aren’t interested in that, you must listen to the first 10-15 minutes to get his expert opinion on the state of the markets.

Greg is a serial entrepreneur, real estate developer, coach and mentor. He has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed residential and mixed use subdivisions and started 12 different companies from the ground up.

Greg currently coaches and mentors some of the top entrepreneurs and real estate investors around the world helping them start, grow and scale their business, raise more capital and do bigger deals. Greg's current clients have over $2 billion in AUM and deals in process.

Greg is an expert on the topics of entrepreneurship, leadership and real estate and is regularly interviewed on some of the top real estate investing and business podcasts today.

Greg served in the United States Navy right out of high school and has always been a leader in the community as well as supporting, advising and serving on the boards of several churches, ministries and non-profit organizations.

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The first rule of investing is protecting your capital. As all of you know, and probably have experienced, when you lose 50% of your investment, you must gain 100% to get back to the starting point. A loss destroys your investment.

Our next guest will tell you how to prevent these types of losses with hyper diversification and passive investing with a focus on multifamily. We will also discuss the secret to becoming financially independent: cash flow. AND how to vet a sponsor.

Jeremy Roll started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 70 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,000 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 27,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.

My book recommendation this week is “the Creature from Jekyll Island” by Edward Griffin. This book gives you an insider's view of banking, market cycles, the federal reserve, FDIC, the world bank, and inflation - which is just another tax we pay. I can’t recommend this book enough, especially in this current time, I promise it will change your perspective on finances itself.

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For most investors, creating a trusting, dynamic, and active relationship with a real estate broker is one of the hardest things to do. What are the steps you can take to create and cultivate this critical relationship?

To answer this question we have Chandler Brown who is a principal and broker of Brown Real Estate Advisors. Since joining the company in 2009, Chandler has assisted in the sale in over 150+ properties totaling 25,000+ units and over $1 billion in volume across the Southeast. His primary focus includes the representation of private high net worth individuals, syndicators, and regional operators of suburban multi-family assets in Georgia, Florida, Tennessee, South Carolina and Alabama.

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The past several podcasts have been discussing a high level overview of multifamily acquisition. Today we are going to get into the nitty gritty of analyzing a property and discussing what metrics to look for. For this we once again welcome Joe Fairless for part two of our two part series. The specific questions we answer today vintage of properties, cash flow, and the importance of the value add component. Also Joe discusses his worst deal and what he learned.

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The economic correction is looming, should you still buy multifamily properties in this market? If so, what are the rules you should follow so that you don’t get burned and how do you do it? To answer these questions we welcome Joe Fairless to today’s podcast.

Joe Fairless has a national presence in the apartment syndication space. He, controls over 5400 units and $530,000,000 worth of real estate in the Houston, Tampa, Orlando and Dallas-Fort Worth regions. A native Texan, Joe grew up in Fort Worth and graduated from Texas Tech University. He has been investing in real estate since 2008 and, prior to that, was the youngest vice president at an award-winning advertising agency. He is also the host of the world’s longest running daily real estate podcast, Best Real Estate Investing Advice Ever, where he has interviewed guests such as Barbara Corcoran and Robert Kiyosaki.

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Many of us as physicians don’t know where to begin when deciding to invest. There are so many options out there: syndications, stocks, bonds, mutual funds, retirement accounts, life insurance plans, start up companies, etc. Join me and Dr. Ankeet Udani as we explore these avenues and their benefits. Dr. Udani is an extremely savvy investor and an anesthesiologist based in Durham, NC. On this episode Dr. Ankeet Udani will give us a glimpse into his thought process about investments.

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Some people never invest in other markets, some people invest nationally. Which is the right move? Join us with Marco Santorelli who explores the reasons why to invest in various geographic markets. Marco is the founder of Norda Real Estate and the host of the Passive Real Estate Investing podcast. He labels himself as "Market Agnostic". Find out what this means, how cash flow is king, and more in this episode.

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The most important question that you ask yourself in any real estate investment is: "Should I trust this person with my money?" Join us in Episode 5 with Gary Rappaport who is one of the most respected and trusted real estate syndicators in the DC Metro area. With around $3 Billion of assets under management, and hundreds of investors over the years, Gary relays his experiences and answers specific questions about transparency and honesty. He describes how deals have gone awry and he has been able to pull through with investors still trusting and returning to him. Finally he describes how charity and family play a huge role in his life.

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Everyone knows the economic correction is looming, but is now still a good time to invest? If so what criteria should I use to purchase an asset? Get these answers and much more from Dave Lindahl. Dave is a best selling author, serial entrepreneur, and educator who has thousands of students rotate through his RE conferences world wide. His knowledge and experience spans the gamut of RE investing: Foreclosures, short sales, wholesale deals, lease options and rehabs with single family, multi-family and commercial properties.

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Join Ravi Gupta and Ebere Okoye to discuss taxes - a topic we all love to hate, and hate to love. In this second part we will go over the quick and dirty with Ebere Okoye MBA CPA. The focus will be real estate taxes and tax efficiencies.

Ebere Okoye is the founder of The Wealth Building CPA, a team of trained professionals experienced at providing detailed economic solutions and planning to people and companies. Okoye's team handles everything from tax compliance and planning to providing clients with well thought out investment strategies that result in the generation of passive income, and ultimately, in complete financial freedom.

This double segment will go over cost segregation, 1031 exchanges, K1 passive losses and paying zero tax on distributions, investing through LLC, home office deductions, ROTH IRA, solo 401k's, and self directed IRA's.

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Join Ravi Gupta and Ebere Okoye to discuss taxes - a topic we all love to hate, and hate to love. In episodes 2&3 we will go over the quick and dirty with Ebere Okoye MBA CPA. The focus will be real estate taxes and tax efficiencies.

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Join Ravi Gupta and Trevor McGregor to discuss how and why investing in real estate can bring you complete financial freedom.

Trevor is a Master Platinum Coach with over 20,000 hours of coaching experience. He's worked with clients from around the world, including Fortune 500 executives, high level real estate investors, entrepreneurs, world-class athletes and professionals. They all seek him for one reason: Life-changing transformation.

Before launching his own coaching practice, Trevor was a Master Coach with the Anthony Robbins Group, offering elite coaching unlike any other program in the world. He is also a very active Real Estate Investor who currently holds Single Family, Small Multi-Family, Apartment Buildings, Self Storage Units, Agricultural Land and a Luxury Retreat and Resort in Costa Rica.

His mission is to assist other Real Estate Investors in realizing their true power and hidden potential to achieve more success, wealth, freedom and contribution than they ever thought possible.

Viking Multifamily Freedom: Recent Episodes

Ravi Gupta