The Passive Investor Show: Recent Episodes

John Fortes

The Passive Investor Show where John Fortes brings you real success stories and insights from the most successful real estate investment firms and leading industry consultants about the fundamentals of private passive investing.

The show was designed to help working professionals understand that they don’t have to create another job to create another stream of income. Get a glimpse of what it's like behind the scenes building a successful real estate investment business and how entrepreneurial real estate investors unavoidable highs and lows of a growing firm.

If you're a new real estate investment firm looking to get started or an experienced firm who's hit a wall, The Passive Investor Show is here to give you the insights and action steps to break through and reach the level of success you strive to achieve.

For private investors, we all understand real estate but not all of us want to be landlords, so we created the audio experience for the passive investor so they can understand the hands-off approach to investing in private real estate syndications.

Subscribe to the show and get even more industry leading information at www.johnfortes.com.

Any suggestions provided from these shows are just that, suggestions. Please consult with your CPA, accountant & seek legal counsel for professional advice.

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Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms. Rodney Robinson II operates Robinson Capital, a Florida based real estate investment firm. Rodney has written over 200 blog articles about his journey and best tips of real estate investing. Rodney breaks down his best business plan practices. Tune in! “My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking for an investor portal for your investors?

  • InvestNext

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Rodney Robinson II of Robinson Capital is a Florida based real estate investment firm. Rodney has over 200 blog posts detailing his real estate investing journey and joins us to discuss how to create a real estate business plan. Stay tuned! “My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking for an investor portal for your investors?

  • InvestNext

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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John Fortes answers the number one question he's asked from firms that seek his consulting and discusses the 5 steps for firms looking to start their first fund.

Firms considering moving away from old fashioned deal by deal models to fund offerings for their investor base need to tune into this episode.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking for an investor portal for your investors?

  • InvestNext

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Lisa Hylton is host of The Level Up REI Podcast is back on this quick hitter to explain how to leverage a fund for your investment firm benefit. What are the advantages for your firm with fund offerings to your investors.

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking for an investor portal for your investors?

  • InvestNext

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Lisa Hylton is host of The Level Up REI Podcast and she joins us to explain the pro's & con's of funds. Why it benefits investors and why investment firms should offer them to real estate investors.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking for an investor portal for your investors?

  • InvestNext

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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A real estate fund could drastically change and create a more sustainable business for you going forward. John Fortes details the pro's and con's for not only the firm but also the investors participating in the fund.

Whether you have created a fund or have considered a one, John identifies how to spot capital raising real estate firms and how that could expose the investors by the passing of sensitive information but also explains how the fund provides an extra layer of security for investors.

Are you building the a real estate investment firm through funds or are you comfortable with the transactional deal by deal?

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking for an investor portal for your investors?

  • InvestNext

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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John Fortes discusses how to subscribe to any investment with private equity firms and what to look out for.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking for an investor portal for your investors?

  • InvestNext

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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A common question with real estate syndication investing is how do the taxes work with these types of investments? John Fortes describes the process and what to expect from real estate passive investments.

Disclaimer: Please consult with a professional tax specialist or your personal accountant for how these types of investments could reflect for your personal finances.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking for an investor portal for your investors?

  • InvestNext

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Passive Investor 101 series provide investors with insight and expectations of passively investing in multifamily syndications. We explain how the two-tiered structure are now offered in multifamily syndications.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking for an investor portal for your investors?

  • InvestNext

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Ava Benesocky and August Biniaz joined forces in 2019 to form CPI Capital. A Canadian-based real estate investment firm. Ava and August discuss how investors get started and how to properly vet a sponsor.

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking for an investor portal for your investors?

  • InvestNext

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Ava Benesocky and August Biniaz joined forces in 2019 to form CPI Capital. A Canadian-based real estate investment firm. Ava and August share how they scale their business and focus on relationships with investors that help scale their business.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking for an investor portal for your investors?

  • InvestNext

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Brad St. Onge is the Head of Partnerships with InvestNext. He helps clients transition to an investor portal to help investment firms streamline the capital raise process.

Brad provides John the details of the benefits of having an investor portal instead of working out of spreadsheets.

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking for an investor portal for your investors?

  • InvestNext

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Brad St. Onge is the Head of Partnerships with InvestNext. He helps clients transition to an investor portal to help investment firms streamline the capital raise process.

Brad and John talking about the InvestNext investor portal and why it could benefit your next capital raise.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking for an investor portal for your investors?

  • InvestNext

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Anthony Vicino is a best-selling author, real estate investor, and serial entrepreneur committed to helping people maximize their Return on Life. He is the co-founding partner of Invictus Capital, a multifamily acquisition firm based in Minneapolis, MN.

Anthony shares with John how to improve your investing business with by providing educational content.

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Anthony Vicino is a best-selling author, real estate investor, and serial entrepreneur committed to helping people maximize their Return on Life. He is the co-founding partner of Invictus Capital, a multifamily acquisition firm based in Minneapolis, MN.

Anthony and John converse on how to build a better real estate investment firm by providing investors with educational resources to invest better.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Bridger Pennington is the founder of 2 investment funds that have done over 217 deals in the last 3.5 years.

We welcome back Bridger Pennington and talk about what mistakes we should avoid when starting a fund. Bridger provides his perspective from his experience of fund managing.

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Bridger Pennington is the founder of 2 investment funds that have done over 217 deals in the last 3.5 years. John and Bridger discuss how to start a fund, mistakes you should avoid when creating a fund, & all the benefits of what a fund can do for your firm.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Julie Holly is Director of Investor Management for Three Keys Investments. Currently, Julie is passively invested in nearly 300 doors. Julie helps us understand how we can build investor confidence when we secure real estate passive investments.

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Julie Holly is Director of Investor Management for Three Keys Investments. She has invested in single family homes, house-hacked before it had a name, managed properties from 1k miles away and passively invested in multifamily assets. Currently, Julie is passively invested in nearly 300 doors.

Julie shares how she scaled a real estate investment firm from her personal experience with passive investing.

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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This is the second episode we recorded with this phenomenal group. We don't just talk circles about real estate investing, we dive right into the deep end.

With the pulse on multifamily real estate investing, we cover it all. We even cover crypto currencies.

Buckle up and tune in!

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Quick hitters help provide details to passive investors to understand the structure, mindset or process of investing in real estate.

John explains what the preferred return is and provides an example.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Lets break down how capital is called down as we coordinate the investors investments but also how and when general partners align that process with the investment.

How do we properly call down capital and what investors need to know about the process?

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

How do syndicators track funds that are used for projects and distributions for their real estate acquisitions? Only way to know is by listening to this one.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

When will cryptocurrency be able to fund real estate? Let's dive into that.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

What is inflation? Inflation is the devaluation of a currency’s buying power.

John Fortes Provides a real life example of how inflation eats away at our savings.

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Celebrating all we've learned through the years and more than 20,000 conversations to date. We are not a podcast that started during the pandemic, we are going on 2 years (1 year and 10 months or 669 days to be exact) of multifamily investing practices. What can investors expect and how can we improve our investing practice. Thank you for being a PI-Listener!

Episodes Mentioned in this Episode:

  • JF17 Mr. Passive Investor, Ryan McKenna
  • JF96 Understanding the Truths of Multifamily Syndications with Bruce Petersen
  • JF116 Tax Savings with Yonah Weiss
  • JF112 Bank on Yourself with Sarry Ibrahim
  • JF13 Utilizing Whole Life Insurance Policies with Tom Suvansri
  • JF154 Apartment Investment Funds with Eric Silverman
  • JF81 QH Capital Call Process
  • JF101 QH – 3 Steps to Passive investing in Multifamily Syndications
  • JF01 Active vs Passive
  • JF113 Tracking Investment Performance

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

John Fortes gives you 3 things to avoid when it comes to real estate investing. This will save you time, money and giving away wealth!

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

When starting your real estate investment firm, what tools do you need to be taken as a serious company? John Fortes consults with firms to help take their firm from start up feel to legit and operational.

Tools of the trade with John Fortes.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

John Fortes expounds on how to formulate your frequently asked questions guides. If you've had conversations with investors or not, John helps you formulate your FAQ guide for your real estate investment firm.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

John Fortes explains what the benefits of investing in a fund based off his experience with investors and fund raising for multifamily investments.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Dan Lewkowicz, Director of investment Sales at Encore Real Estate Investment Services. He specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants and automotive repair and parts stores.

Dan explains how to cultivate broker relationships to get the best investment deals.

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Dan Lewkowicz, Director of investment Sales at Encore Real Estate Investment Services. He specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants and automotive repair and parts stores.

As a broker, Dan helps us learn more about the different types of commercial investments in real estate.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Jeff Goldshine of Goldshine Management Consulting helps property managers maximize multifamily property portfolios through his consulting services that help you identify the right third party management and consistent operations and management strategies.

Jeff is welcomed back to help us with how to identify a property manager. What to avoid and the proper questions to ask during the vetting process prior to hiring.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Jeff Goldshine of Goldshine Management Consulting helps property managers maximize multifamily property portfolios through his consulting services that help you identify the right third party management and consistent operations and management strategies.

That is exactly what Jeff delivered in this episode as we detail how to operate during pandemics and more.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

John Fortes helps simplify the process of creating a fund. John has consulted with other firms seeking to create their firms first fund. John breaks it down into 5 easy steps:

  • Figure out your business
  • Funds structure
  • Commit
  • Legalized documents
  • Capital

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Jennifer Grimson created over $1.4m in income producing investments with nothing more than a W2 and grit. In 2019, Jennifer created the Micro Empires Podcast to share her story and to pull back the curtain on the path to financial independence.

Jennifer and John discuss how to avoid financial mistakes that cause disruption in our personal lives.

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Jennifer Grimson created over $1.4m in income producing investments with nothing more than a W2 and grit. In 2019, Jennifer created the Micro Empires Podcast to share her story and to pull back the curtain on the path to financial independence.

Discover how she went overcame 2 financial loses and scaled to eventually creating her own real estate investment firm.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $100M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions.

Rob Beardsley and John Fortes discuss what the meaning of IRR (Internal Rate of Return) and AAR (Average Annual Return) and why sponsors are favoring AAR to investors when presenting investment opportunities.

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Rob Beardsley oversees acquisitions and capital markets for Lone Star Capital and has acquired over $100M of multifamily real estate. He has evaluated thousands of opportunities using proprietary underwriting models and published the number one book on multifamily underwriting, The Definitive Guide to Underwriting Multifamily Acquisitions.

Rob explains how to underwrite during a pandemic and the best way to evaluate the financials of an apartment building to purchase.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Richard Wilson, the CEO and Founder of The Family Office Club, is the thought leader on Family Offices.

He's built his practice by creating industry resources, programs & communities specifically for family offices. Richard and John discuss how to start a family office.

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Richard Wilson, the CEO and Founder of The Family Office Club, is the thought leader on Family Offices. He's built his practice by creating industry resources, programs & communities specifically for family offices. Richard and John discuss how family offices source and invest in opportunities.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

From MLB to As VP of Acquisitions of Gelt Inc, Josh Satin is tasked with sourcing, underwriting, and analyzing all multifamily investments.

He joins John Fortes to discuss why their firm divested out of mobile home parks to focus on multifamily apartment buildings. Discover what he had to say and why they did it.

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

As VP of Acquisitions of Gelt Inc, Josh Satin is tasked with sourcing, underwriting, and analyzing all multifamily investments.

He also played parts of 4 seasons in the MLB as he began his real estate investing journey before retiring and going full time with real estate investing. Discover the journey and what Josh's role is today for Gelt Inc.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Joel Block of Bullseye Capital joins us to discuss how to start a real estate hedge fund. Joel shares his insight that he's used to help others start their funds and raise capital for their companies to purchase real estate.

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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The multifamily mastermind special episode welcomes Shannon Ludlow of The Multifamily Journey, John Fortes of The Passive Investor Show, Justin Fraser of True Multifamily, Shawn DiMartile of The Multifamily Takeoff, Daisy Serrano & Luc D’Abreau of the Make it Rain Podcast, and German Buendia & Oscar Buendia of the REI Brothers Podcast as they come together for a one-of-a-kind Multifamily conversation.

These hosts have collectively interviewed more than 500 guests. Tune-in as they give their input in this behind-the-scenes multifamily conversation covering the industry and podcasting world.

Topics:

🎧: Favorite guests

🎧: Biggest misconception of multifamily investing

🎧: The lending landscape

🎧: How many deals are you underwriting before submitting an LOI?

🎧: The elusive first deal (how hard is it to get your first deal?)

🎧: Return on Capital VS Return of Capital

🎧: Investor Relations

🎧: Growing interest in millennial interest in multifamily syndications

🎧: Their “Why”, motives & passions

Podcasts represented in this episode:

  • The Multifamily Journey
    • Website: www.themultifamilyjourney.com/
    • iTunes: Podcast Page
  • The Passive Investor Show
    • Website: www.passiveinvestorshow.com
    • iTunes: Podcast Page
  • REI Brothers Podcast
    • Website: www.gooddaycapital.com/podcasts/
    • iTunes: Podcast Page
  • Make It Rain Podcast
    • Website: www.makeitrainpodcast.com/
    • iTunes: Podcast Page
  • True Multifamily
    • Website: www.truemultifamily.show
    • iTunes: Podcast Page
  • The Multifamily Takeoff
    • Website: www.multifamilytakeoff.com
    • iTunes: Podcast Page

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Joel Block of Bullseye Capital shares his insight of real estate hedge funds. Joel and John's conversation touched on how he went from CPA to fund manager.

They also discussed fund structure, fund fee's, private investors involvement and more. Joel provides every detail into this discussion about real estate hedge funds.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Jeremy Roll of Roll Investment Group joins us again and explains how he weeds out investment opportunities. He even shares tips on what has saved him from moving forward with investing with some sponsors.

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

As a private investor, Jeremy Roll of Roll Investment Group, invested his way out of his W2. Through careful vetting of sponsors and having a defined criteria, Jeremy has created a process that works for him as he continues to invest in real estate.

He shares his opinions on the stock market, his conservative investment preference and why he created For Investors By Investors.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

This episode Brandon Hall of Hall CPA helps us identify and vet real estate CPA's. What to look for and what to avoid when qualifying a real estate CPA.

To learn more about Brandon Hall and what he does, listen to episode JF164 Filing Real Estate Taxes with CPA Brandon Hall

Brandon’s Tax Facebook Group: Tax Smart Real Estate Investors

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Brandon Hall of Hall CPA and also known as The Real Estate CPA joins us in conversation as we discuss real estate taxes. Everything from preparing taxes, strategizing and legally avoiding audits.

Also, find out what it takes to become a real estate professional as we go over the topic and discuss qualifications and more.

Brandon's Tax Facebook Group: Tax Smart Real Estate Investors

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Brad Roth joins us again and he explains the do's and don'ts of connecting with investment brokers. The 3 takeaways of building the relationships needed with investment brokers for your next investment for your investment firm.

To learn more about Brad Roth check out episode JF162: Investment Brokers with Brad Roth

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Brad Roth talks to us about investment brokers and why they are a pivotal part of our investment teams. Brad dove into the agent side of things because he love helping people. Tune in to see how you can create better relationships with your brokers for your investment firm.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Ashley Wilson of Bar Down Investments shares what makes her firm so authentic with real estate investing.

Ashely and John discuss how to separate real estate investment firm through authenticity.

Tune in and learn more about Ashley Wilson and how she scaled her real estate investment firm.

Book: The Only Woman in the Room

Quick Hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established industry experts with successful investment firms.

Passive Investor 101 series provide investors with insight and expectations of alternative investing in multifamily syndications. We discuss the Fund of Funds movement happening around the multifamily investing space.

Why are some episodes short podcast episodes? Passive investors are busy working professionals that want quick and digestible content. They don't want to become the expert but rather understand processes, terminology, and concepts that could improve their private investment strategies. We are the only ranked real estate podcast for working professionals providing interviews or quick episodes for their convenience.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Ashley Wilson of Bar Down Investments shares how her real estate investment firm aligns with private investors.

Ashley shares how her firm identifies investors as well as how to present opportunities on a deal by deal basis.

Tune in and learn more about Ashley Wilson and how she scaled her real estate investment firm.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Derek Peterson of Adapt Media Agency shares the importance of having a an online presence.

Derek explains to John the reasons why having an impressionable online presence helps improve your business.

Tune in and learn more about Derek Peterson and how he helps real estate investment firms by improving their online status.

Quick Hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established industry experts with successful investment firms.

Passive Investor 101 series provide investors with insight and expectations of alternative investing in multifamily syndications. We discuss the Fund of Funds movement happening around the multifamily investing space.

Why are some episodes short podcast episodes? Passive investors are busy working professionals that want quick and digestible content. They don't want to become the expert but rather understand processes, terminology, and concepts that could improve their private investment strategies. We are the only ranked real estate podcast for working professionals providing interviews or quick episodes for their convenience.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Derek Peterson of Adapt Media Agency shares the importance of having a website that showcases your real estate investment firm. He breaks down the common mistakes he sees on websites to how we can improve our SEO rankings.

Tune in and learn more about Derek Peterson and how he helps real estate investment firms by improving their online status.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

David Thompson of Thompson Investing joins us and explains how he manages his CRM of over 1000 investors.

David and John discuss how often they reach out to investors, when the right time to reach out for maximum open rate and what kind of value are they including in their campaigns.

Tune in and learn more about David Thompson and how he scaled his real estate investment firm.

Quick Hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established industry experts with successful investment firms.

Passive Investor 101 series provide investors with insight and expectations of alternative investing in multifamily syndications. We discuss the Fund of Funds movement happening around the multifamily investing space.

Why are some episodes short podcast episodes? Passive investors are busy working professionals that want quick and digestible content. They don't want to become the expert but rather understand processes, terminology, and concepts that could improve their private investment strategies. We are the only ranked real estate podcast for working professionals providing interviews or quick episodes for their convenience.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

David Thompson of Thompson Investing joins us and shares how to scale your real estate investment firm with lean and efficient practices.

From raising capital to backend office operations, David shares how he onboards investors, why he offers funds, as well as track and manage his conversations with over 400 active investors.

Tune in and learn more about David Thompson and how he scaled his real estate investment firm.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Eric Silverman of Eastham Capital provides his perspective of the benefits of investing in a real estate fund. Besides diversity, Eric makes the case for investing in funds rather investing deal by deal.

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established industry experts with successful investment firms.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Eric Silverman of Eastham Capital explains how he built his real estate investment firm. They started with Fund I and have now grew to Fund VI and work primarily with private investors. From how he finds investors, raises capital, networks & his 5 real estate investing rules for partnerships.

Their trademarked motto "we fix properties, not neighborhoods" is not only a company tagline, it's also a company core competency.

Eric's 5 rules and guidelines:

  1. Manager/Developers must be local to the market – They must have significant knowledge and prior experience operating in their local real estate markets. We also look for a proven track record of delivering superior investment results by acquiring, repositioning, managing and selling apartment properties.
  2. Manager/Developers must have “skin in the game” – Eastham Capital requires the M/D to make a significant cash investment into each deal; however, we will provide the majority of the equity.
  3. Manager/Developers must self-manage – Principals must be active in the day-to-day operations and property management (no third party management).
  4. We fix properties, not neighborhoods® – We target B&C properties in A&B locations.
  5. Post-Renovation, the project should yield at least 10% cash-on-cash – On a pro-forma basis, after a renovation period of 6 to 24 months (dependent on the scope of the rehab), a project should cash flow 10+% per annum on the equity invested.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

Gene Trowbridge or Trowbridge Law Group returns and provides the legal way to accept capital from real estate syndicated offerings.

This episode was sponsored by Trowbridge Law Group

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Gene Trowbridge of Trowbridge Law Group stops by to explain how and when syndicators of commercial real estate structure, plan and legally raise capital from their investors.

A thorough explanation from when to reach out, timelines and preparation and post follow up consulting. Every firm should be compliant, and Gene bares it all with us on the show. Enjoy!

This episode was sponsored by Trowbridge Law Group

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

View Details

Quick hitters help provide details to passive investors to understand the structure, mindset, or process of investing in real estate from established investment firms.

Leka Devatha of Rehabit Homes comes back to the show and gives us the true meaning of an active real estate investor. Here it in her own words of how she defines the different hats she wears in her day to day operation.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

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Leka Devatha of Rehabit Homes went from corporate and no real estate experience to full gut remodel transformational homes. She made the entrepreneurial leap and never looked back. Of course there was some education involved but the rest was hard nosed real world experience. Leka shares the real nitty gritty active side of real estate investing.

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

Resources:

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than a minute, and it really makes a difference in helping convince hard-to-get guests. I also really enjoy reading the reviews!

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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A real estate fund could drastically change and create a more sustainable business for you going forward. John Fortes details the pro's and con's for not only the firm but also the investors participating in the fund.

Whether you have created a fund or have considered a one, John identifies how to spot capital raising real estate firms and how that could expose the investors by the passing of sensitive information but also explains how the fund provides an extra layer of security for investors.

Are you building the a real estate investment firm through funds or are you comfortable with the transactional deal by deal ?

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Passive Investor 101 series provide investors with insight and expectations of alternative investing in multifamily syndications.

John Fortes shares some underwriting hacks for your firm to consider while analyzing your next real estate investment. If your firm is exploring investment opportunities for your investor base, how are you shielding their investments with through your underwriting?

“My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best support you?” -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Dmitriy Formichenko of Sense Financial Services helps investors invest using their 401k's as a custodian that provides self-directed IRA's as well as SOLO 401k options.

Dmitriy discusses with John Fortes the benefits, contribution limits, infinite proceeds and the rules to remain compliant. All this and more.

"My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best serve you through conversation?" -John Fortes

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses & Fund Calculators: Start Learning
  • Consulting Services: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Quick hitters help provide details to passive investors to understand the structure, mindset or process of investing in real estate from established investment firms.

A common question with real estate syndication investing is how do the taxes work with these types of investments? John Fortes describes the process and what to expect from real estate passive investments.

Please consult with a professional tax specialist or your personal accountant for how these types of investments could reflect for your personal finances.

My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best serve you through conversation?

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Quick hitters help provide details to passive investors to understand the structure, mindset or process of investing in real estate from established investment firms. How are you utilizing LinkedIn? John Fortes shares some of his LinkedIn practices and the does and don'ts of LinkedIn.

My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best serve you through conversation?

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Jerome Myers brings his asset management and KPI metrics to the conversation of how this translates for investors. If your active or passive, Jerome shares with John Fortes how you can further your investments through compounding investments.

My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best serve you through conversation?

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Investment opportunities come with rejections from investors. Maybe due to timing or not yet moved toward alternative investments, investment firms face rejections from investors and John shares how you can learn from them by implementing a few simple steps.

My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best serve you through conversation?

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Meetings for institutions are completely different from the meetings you have with private individual investors. Institutions might be seeking alternative investments but have to be approached differently than you would a private investor. John explores the differences and approaches for encountering both.

My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best serve you through conversation?

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Merry Christmas, PI Listeners! The joy we experience with our families is an everlasting memory. The more we can successfully invest, the more joy we can experience with our families.

In the words of Clarence, the angel from It’s A Wonderful Life, “no man is a failure who has friends.”

My goal is to speak to as many investors as possible and hope to be a blessing to them through our conversation. How can I best serve you through conversation?

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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As a real estate investor, John Fortes is always looking for opportunities to share information. From network strategy sessions to consulting real estate investment firms, why helping others and sharing information is important in our niche.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Investor calls are key to getting to know potential future partners. By developing and establishing the relationship from the first call moving forward, puts you in a better position than for your investment firm. John Fortes explains the importance of the first call.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Expect rejection when you are working with private investors. Learn how to take rejection from investors and use the feedback to evolve and transition your real estate investment firm into a powerhouse. John Fortes breaks down how to use rejection to grow your firm.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Real Estate Private Equity investment firms need patience when it comes to working with investors. When raising capital to fund projects, not every investor is going to jump at every deal. John Fortes profiles how to be patient when working with private investors.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Joined by the two greatest co-hosts of all time, Lucia & Carmine. We share what we are grateful for. Happy Thanksgiving!

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Sterling White is a multifamily investor specializing in value-add apartments in Indianapolis and other Midwestern markets.

With just over a decade of experience in the real estate industry, Sterling was involved with the management of over $10MM in capital, which is deployed across a $18.9MM real estate portfolio made up of multifamily apartments and built a real estate private investment firm from the ground up.

Tune in and hear how it all started.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Quick hitters help provide details to passive investors to understand the structure, mindset or process of investing in real estate from established investment firms.

Newsletters serve a purpose and provide educational content to the subscribers. Here's how to convert with higher frequency and improve your conversion rate for your investment firm.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Damion Lupo’s mission is simple: to free a million people from financial bondage. His unique tool is a fusion of financial literacy and a little-known strategy called the eQRP that allows investors to control their financial future and get off the wall street roller coaster.

The eQRP® is a unique and powerful system to put individuals in command of their own investments, tapping into the $25 trillion locked away in Wall Street-controlled retirement programs!

Damion teaches us how we can tap into it and use it to invest in real estate.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Quick hitters help provide details to passive investors to understand the structure, mindset or process of investing in real estate from established investment firms.

Reviewing underwriting from a potential investment can be overwhelming but asking the sponsor questions will help you parse through the forecasted metrics for investor insight.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Rod Khleif is a multiple business owner and philanthropist who is passionate about real estate, business, and giving back. As one of the country's top business, real estate and peak performance luminaries, Rod has owned over 2000 homes and apartment buildings and has built over 24 businesses in his 40 year business career several which have been worth tens of millions of dollars.

Rod allows us to peak behind the curtain and explain how he works with investors.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Quick hitters help provide details to passive investors to understand the structure, mindset or process of investing in real estate from established investment firms.

The differences investors have with liquidity is not all the same for everyone. We all have different investment vehicles we utilize and John compares the how to strategize with using those vehicles.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Courses: Firm Practices and Calculators
  • Consulting with John Fortes: Consulting
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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M.C. Laubscher is the creator and host of the Cashflow Ninja and Cashflow Investing Secrets podcasts and President & Chief Executive Officer at Producers Wealth, a virtual wealth creation firm that assists investors, and business owners to set up and implement Infinite Banking.

We discussed why passive investors need a strategy and how to add multipliers to that strategy.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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We welcome Gene Trowbridge back to explain that investors have a maximum investment allowed due based off a lending interest to qualify as a limited partner in each investment for specific reasons when structuring your real estate syndication.

Structuring syndication security documents is what Gene does for a living and he shares his experience with us on todays episode.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Only 8 years ago, in 2012, Reed quit his job in Australia and moved halfway across the world to chase a goal. He moved to the US without a job, he had no established network and no family members for support.

He backed himself and took a leap of faith. With limited funds, Reed purchased his first property all cash for $38,000 in late 2012. Since then Reed has co-founded Wildhorn Capital and now controls over $250 mill worth of US commercial real estate, and he has achieved financial freedom in the process! Reed is also the author of two best-selling books on Amazon: Investing in the US - The Ultimate Guide to US Real Estate, and 10,000 Miles to the American Dream - Our Story of Financial Freedom.

Reed is also the host of the successful podcast called Investing in the US wherein he interviews real estate investors, business owners, CEOs, entrepreneurs, and go-getters who have successfully achieved financial freedom through investing here in the U.S. If Reed can move halfway across the world and achieve all that he has in such a short period of time, then so can the average American.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Investor 101 with Gene Trowbridge: How are syndications and blind pool funds structured?

We welcome back Gene Trowbridge (previous guest of episode JF90) and his attorney background and ask him exactly how syndications and blind pool funds are legally structured and put together.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Vinney Chopra started his real estate investment firm from scratch and learned how to attract accredited investors. Since coming to the U.S. more than 40 years ago with only $7 in his pocket, Vinney Chopra has achieved success in a number of arenas: marketing, sales, motivational speaking and real estate investing.

Despite the trials and tribulations he encountered, He was able to come out a winner. With his passion to help people and his drive to build lasting legacies, Vinney is an example what positive thinking can do to impact one's life and that of others.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Passive Investor 101 series provide investors with insight and expectations of alternative investing in multifamily syndications.

We discuss what to expect from virtual multifamily conferences and the impact that COVID-19 has had on them.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Passive Investment Tracker: projectedreturns.com
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Dan Handford is one of the managing partners with PassiveInvesting.com which is a national passive apartment investing firm based on the Carolinas. He has led his apartment syndication company to acquire 2,200+ units with a portfolio valued over $274mil.

He is also a passive apartment investor himself in 4,800+ units in 21 different syndication investments located across the Southeast USA and Texas. Prior to getting started investing in real estate, Dan had an extensive background in starting multiple seven-figure businesses from scratch including a large group of non-surgical orthopedic medical clinics located in South Carolina.

Dan is also the founder of the Multifamily Investor Nation (#MFIN) where he provides free multifamily education to a nationwide group of over 26,000 members. The #MFIN has 50+ meetup groups across the country that meets on the first Monday of every month.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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This isn't your normal interview. This time Barri Griffiths joins John Fortes and takes over the show.

Bonus Friday Takeover with former WWE star Barri Griffiths.

Listen in to hear how Barri wrestles the hosting duties over from John and puts him on the hot seat.

The two discuss what they learned from the previous guests of the show, the active side of things and what is to expect going forward.

This is Barri Griffiths:

Barri Griffiths is the host of the youtube channel Wrestling With Real Estate, where he interviews people from all aspects of the industry. His goal is to help educate as many people to the amazing benefits of real estate.

For the past decade, he has been working in the entertainment industry. He previously starred in the U.K. Version of U.S. Gladiators, as Gladiator Goliath. Then went on to wrestle on tv for the WWE as Mason Ryan, where he wrestled the likes of John Cena, performed on Pay per views, and regularly appeared on Monday night RAW. He is currently performing for Cirque du Soleil at the MGM Grand in Las Vegas.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
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  • Become A Passive Investor
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Quick hitters help provide details to passive investors to understand the structure, mindset or process of investing in real estate from established investment firms.

Adam comes back to explain what the process of establishing a funnel process with your investment firm. Adam walks us through how he captures leads and processes them through his system.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Adam Adams joins stops by to discuss how to develop investor interest with your investment firm. His company, BlueSpruce Holdings, focuses on finding and managing apartment communities to allow passive investors diversification, cash flow, tax benefits, and freedom of time. Adam’s primary role in the company is to attract capital, successfully raising millions of dollars from private investors.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Preferred returns are good, but they shouldn't be the deal breaker. Look at the business plan when reviewing deals with no preferred returns being offered.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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Devin Elder is the CEO & Founder of San Antonio based DJE Texas Management Group, a vertically integrated multifamily investment firm with 2,000 doors in Central Texas.

Devin sits down with us to explain the value of investor relationships and how they can help your business.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

Looking to leave us a review but you’re not on iTunes? Leave us a review here: https://www.podchaser.com/PassiveInvestorShow

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The difference between big real estate investment firms vs small boutique real estate investment firms. What investors should be looking for with finding firms and how they can become apart of your investment team.

Find a firm that wants to be apart of your team and works alongside your team.

Passive Investor 101 series provide investors with insight and expectations of alternative investing in multifamily syndications. We discuss the Fund of Funds movement happening around the multifamily investing space.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter

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Yonah Weiss is a real estate tax savings expert and he's not an accountant. Yonah has assisted clients in saving tens of millions of dollars on taxes through cost segregation.

He finds costs savings on apartment complexes through cost segregation studies that helps produce tax savings that are shared with limited partners.

Yonah Weiss stops by and explains how cost segregation of apartment complexes provides tax savings to passive investors.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter
  • Join: The Passive Investor Show Community on Facebook

View Details

Quick hitters help provide details to passive investors to understand the structure, mindset or process of investing in real estate.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter
  • Join: The Passive Investor Show Community on Facebook

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Sri Latha is an active investor helps uncovers the hands on truths of active investing. Sri is a multifamily investor in the San Francisco Bay Area who has been investing in multifamily since 2014. She brings her experience as a data scientist and researcher to the finding, analyzing and acquisition of commercial multifamily. Over the last 6 years, she along with her husband have taken 50+ units multifamily from negative cash flow to high positive cash flow. She currently teaches multifamily investing for the DIY working professionals.

Tune in to hear if active real estate investing is right for you.

Considering passively investing?

  • Here’s how it works: What is Multifamily Syndication?
  • Everything you need to know about: Passive Investors

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter
  • Join: The Passive Investor Show Community on Facebook

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As a passive investor, how do you track the performance of your deals from multiple sponsors if they aren't using the same investor portal? This is how I do it and how it could help you.

Passive Investor 101 series provide investors with insight and expectations of passively investing in multifamily syndications. We discuss the Fund of Funds movement happening around the multifamily investing space.

Considering passively investing? Here’s how it works: What is Multifamily Syndication?

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter
  • Join: The Passive Investor Show Community on Facebook

View Details

Sarry Ibrahim is a Bank on Yourself Professional who specializes in asset protection for real estate investors. He shows real estate investors how to form their own sources of financing to control the terms and to protect their cash reserves from creditors and predators.

Considering passively investing? Here’s how it works: What is Multifamily Syndication?

Happy investing!

  • passiveinvestorshow.com
  • johnfortes.com
  • Become A Passive Investor
  • Network with me on LinkedIn
  • Let’s connect on Facebook
  • See us on Instagram
  • Tweet me on Twitter
  • Join: The Passive Investor Show Community on Facebook