Real Estate Investor MBA: Recent Episodes

Jeremy Moyer

At Real Estate Investor MBA we strive to provide valuable information from various experts within business, government and the real estate investment community, covering real-time market and economic information as well as reviewing various real estate investing niches. We aim to be relevant, straightforward and forthcoming with actionable information for the community.

In this thrilling episode of the Real Estate Investor MBA podcast, we have the pleasure of welcoming the incredible Jeff Schecter as our guest. Prepare to turbocharge your cash flow with turnkey multifamily and be inspired as Jeff takes us on a journey through his remarkable accomplishments in the world of real estate investing. From overcoming challenges to achieving success, Jeff shares how he built reliable construction and property management teams that have propelled his projects to new heights. But that's not all – he also dives into his involvement in a tax firm and how he's helping fellow investors save money on taxes through strategic real estate investments.

Get ready to learn about the concept of turnkey real estate and how it can be a game-changer for investors. Jeff shares his insights on operating in the St. Louis area and his affiliations with other vetted companies. Plus, he emphasizes the importance of building relationships with investors through good old-fashioned phone calls instead of relying solely on emails. As if Jeff's expertise wasn't enough, he also reveals his secrets on gradually building a portfolio of properties and leveraging equity to expand investments. And that's not all – he gives us a positive outlook on real estate as a safe haven and a fantastic investment option. Plus, he shares valuable advice on avoiding deals in low-income neighborhoods and instead focusing on B-class properties in trendier areas. Don't miss out on this enlightening episode – tune in now!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

The education we provide is sponsored by Lehigh Valley Fund. The fund earns returns through real estate investing and pays inventors an average 10% return with a 12 - 18% target*

Apply Here: https://www.lvpefund.com/questionnaire

Book Fund Manager, Tejas Gosai: https://www.lvpefund.com/invest

Contact Jerna Bentilanon to schedule a visit to our offices or a tour of one of our properties: j.b@lvpefund.com, 610-230-777

Get ready for an incredibly informative episode of our podcast that will help navigate the challenges of rising interest rates in the real estate market. We have a special guest joining us today - Kevin Amolsch, a real estate investment expert and the founder of Pine Financial Group. He talks about lease options and RE investing strategies in a high-interest-rate environment.

During this episode, Kevin will share his wealth of knowledge and expertise, specifically focusing on owner-financing transactions like lease options and subject-to deals. He'll take you through his personal journey of starting a business during the 2008 financial crisis and provide insights on how the year 2020 impacted the real estate market. Get ready to gain valuable insights into current market trends, deal structuring, and most importantly, Kevin's predictions on interest rates and the overall economy. You'll also hear his observations from other markets and his top tips for staying motivated in the industry. Don't miss out on this incredible opportunity to learn from a true expert in the field. Tune in now!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

The education we provide is sponsored by Lehigh Valley Fund. The fund earns returns through real estate investing and pays inventors an average 10% return with a 12 - 18% target*

Apply Here: https://www.lvpefund.com/questionnaire

Book Fund Manager, Tejas Gosai: https://www.lvpefund.com/invest

Contact Jerna Bentilanon to schedule a visit to our offices or a tour of one of our properties: j.b@lvpefund.com, 610-230-777

In this episode, our guest, Jules McKenzie, shares his insights and experiences on the dynamic world of real estate investment. Jules discusses the importance of economically viable investment deals and the invaluable lessons he learned from his early career investments. One area that particularly caught Jules' attention is Orillia in Ontario, Canada, which he considers a top-notch location for real estate investment. He dives into the rental rates for residential and commercial properties in Orillia and offers his predictions on how interest rate changes can impact rents and property values. Sharing his funding strategy, Jules emphasizes the power of investor partnerships and highlights the requirements for conventional mortgage rules in Canada.

As a master of cold calling and a successful commercial real estate agent, Jules shares valuable tips on prospecting and network marketing. From navigating difficulties to bouncing back, Jules shares his personal journey, including his experience with a loan and a highly profitable townhouse investment project sold in 2020. Join us in this engaging episode as Jules McKenzie's expertise and candid stories inspire listeners to explore the world of real estate investment and unearth new opportunities for success.

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

The education we provide is sponsored by Lehigh Valley Fund. The fund earns returns through real estate investing and pays inventors an average 10% return with a 12 - 18% target*

Apply Here: https://www.lvpefund.com/questionnaire

Book Fund Manager, Tejas Gosai: https://www.lvpefund.com/invest

Contact Jerna Bentilanon to schedule a visit to our offices or a tour of one of our properties: j.b@lvpefund.com, 610-230-777

In this episode, we have the pleasure of diving into the world of real estate investment with the insightful Sam Wilson, founder of Bricken Investment Group. Sam reveals the secrets of achieving double profits in fickle times through operational efficiencies. He shares his fascinating journey of discovering the untapped potential within RV Resorts and laundromats as lucrative investments. We explore the impact of modernizing laundromats, the benefits of tethering businesses to real estate, and the exciting expansion plans for Sam's portfolio of stores.

Sam shares Bricken Investment Group's five-year plan to open 50 stores and explains how he's exploring financing options with larger sponsors. With insightful wisdom and practical tips, this episode can help you multiply your profits even in fickle times. Join us as we uncover the secrets to success in these niche asset classes and gain valuable insights into the world of real estate entrepreneurship. Let's dive in!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

The education we provide is sponsored by Lehigh Valley Fund. The fund earns returns through real estate investing and pays inventors an average 10% return with a 12 - 18% target*

Apply Here: https://www.lvpefund.com/questionnaire

Book Fund Manager, Tejas Gosai: https://www.lvpefund.com/invest

Contact Jerna Bentilanon to schedule a visit to our offices or a tour of one of our properties: j.b@lvpefund.com, 610-230-777

In this episode of the Real Estate Investor MBA podcast, Tejas Gosai interviews Mark Podolsky, also known as the "land nerd," about his successful career in land investing. Mark shares his background and experience in buying and selling land, highlighting the low-risk and profitable nature of this investment strategy. They discuss the benefits of land investing, including the ability to work from home and create passive income. Mark explains how he mitigates the perceived risks of land investing and shares success stories of individuals who have achieved financial freedom through this niche. They also touch on tax benefits, scaling up the business, and effective marketing strategies. Listeners are directed to visit Mark's website, The Land Geek, for more information.

During the interview, Mark emphasizes the importance of conducting thorough due diligence before purchasing land, including researching the market, zoning regulations, and potential uses for the property. He also provides valuable insights into negotiating with sellers and finding motivated sellers who are willing to sell their land at a discounted price. Mark's expertise and passion for land investing shine through in this episode, making it a must-listen for anyone interested in diversifying their investment portfolio or exploring alternative investment opportunities.

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

The education we provide is sponsored by Lehigh Valley Fund. The fund earns returns through real estate investing and pays inventors an average 10% return with a 12 - 18% target*

Click here to apply

Click here to book Fund Manager Tejas Gosai

Contact Jerna Bentilanon to schedule a visit to our offices or a tour of one of our properties: j.b@lvpefund.com, 610-230-777

In this episode, we dive into the world of crowdfunding and see how it can reinvigorate American Capitalism with our special guest Mark Roderick. Crowdfunding is an exciting and transformative concept that simplifies capital formation through the Internet. Mark, a corporate lawyer with extensive experience in helping entrepreneurs raise capital, shares his insights on how crowdfunding has the potential to revolutionize investment opportunities.

With the internet expanding opportunities in raising capital, similar to how it revolutionized the retail and dating industries, Mark explains how crowdfunding can connect entrepreneurs with investors in unprecedented ways. Specifically, he delves into the Jobs Act of 2012, which created different types of crowdfunding, including the highly successful Rule 506 C that allowed real estate professionals to advertise and raise billions of dollars. With Mark's guidance, we also explore the three essential documents in real estate deals that are vital for legality and protection against potential challenges. Join us for this enlightening episode as we uncover the power and potential of crowdfunding with the knowledgeable and experienced Mark Roderick.

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

The education we provide is sponsored by Lehigh Valley Fund. The fund earns returns through real estate investing and pays inventors an average 10% return with a 12 - 18% target*

Click here to apply

Click here to book Fund Manager Tejas Gosai

Contact Jerna Bentilanon to schedule a visit to our offices or a tour of one of our properties: j.b@lvpefund.com, 610-230-777

Learn about alternatives to the traditional mortgage loan in this episode, featuring real estate expert Edward Brown. As one of the few licensed professionals in California specializing in owner-occupied consumer bridge loans, Edward unveils the secrets behind the funds they offer that fuel these loans. Learn how these funds operate, with loans sold to big institutions, creating a constant revolving process and enticing investment opportunities.

But it doesn't stop there! Edward also shares the amazing benefits of investing in their funds. Park your money temporarily in a non-FDIC-insured account and experience a higher return on investment. What's more, enjoy the added advantage of these funds qualifying for the Qualified Business Income Deduction (QBID), providing a valuable tax advantage compared to traditional investments. Join us as we deep dive into this fascinating world of real estate loan alternatives and witness Edward Brown's tremendous growth and success in the industry.

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

The education we provide is sponsored by Lehigh Valley Fund. The fund earns returns through real estate investing and pays inventors an average 10% return with a 12 - 18% target*

Click here to apply

Click here to book Fund Manager Tejas Gosai

Contact Jerna Bentilanon to schedule a visit to our offices or a tour of one of our properties: j.b@lvpefund.com, 610-230-7777

Get ready for an engaging episode of our podcast as we sit down with the knowledgeable Kenny Wolfe. He's here to share his insights on how you can earn some sweet mailbox money from triple net (NNN) funds. Kenny will guide us through the basics and delve into why investors are flocking to NNN leases as well as the possible drawbacks.

But fear not, Kenny isn't just sharing the challenges – he's also here to provide solutions. He reveals the key to achieving hefty returns with NNN investments. Plus, he opens up about the hurdles of raising capital during his transition from multifamily. As we delve deeper, Kenny explores strategies to mitigate tenant risks and emphasizes the importance of clean and legal NNN leases. We'll also hear about a growing wave of investors who are seeking stability in real estate as they become weary of the stock market and cryptocurrency volatility. Despite the growing interest in NNN funds, Kenny passionately explains why he continues to invest in multifamily properties.

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

The education we provide is sponsored by Lehigh Valley Fund. The fund earns returns through real estate investing and pays inventors an average 10% return with a 12 - 18% target*

Click here to apply

Click here to book Fund Manager Tejas Gosai

Contact Jerna Bentilanon to schedule a visit to our offices or a tour of one of our properties: j.b@lvpefund.com, 610-230-7777

Are you interested in multifamily investing? In this episode of the podcast, we sit down with the Underwriting King, Rob Beardsley to discuss his underwriting secrets to conquering $400MM in the multifamily industry. Rob shares his experience with his first deal - a $20 million multifamily project in Houston, Texas - and emphasizes the importance of capital raising and investor relations. He also provides valuable insights on the challenges of raising money without a track record and how it gets easier over time.

Rob discusses higher debt interest rates and how they impact return expectations and pricing, as well as how he communicates a pause or a capital call to his investors if needed. We also learn about the benefits of focusing on one market, becoming vertically integrated, and having an in-house property management team. Rob also shares his affordable housing strategy. This episode is packed with valuable information for anyone interested in multifamily investing. Don't miss it!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

The education we provide is sponsored by Lehigh Valley Fund. The fund earns returns through real estate investing and pays inventors an average 10% return with a 12 - 18% target*

Click here to apply

Click here to book Fund Manager Tejas Gosai

Contact Jerna Bentilanon to schedule a visit to our offices or a tour of one of our properties: j.b@lvpefund.com, 610-230-7777

In this episode, we showcase Angelo Christian, renowned as the White Knight of Lending. With an unwavering dedication to assisting his clients in securing the necessary funding, Angelo goes above and beyond.

Since 2020, the commercial real estate market has witnessed a notable surge in private funding. As interest rates began to rise, first-time investors faced significant challenges in qualifying for traditional loans. Even large institutions in commercial real estate, such as senior living and mobile home parks, have increasingly turned to private lending due to its expedited capital availability. In this engaging episode, Angelo takes us on a captivating journey into the realm of private funding, sharing invaluable insights on how his company has achieved remarkable success in this dynamic industry. Tune in to uncover the secrets behind the rise of private funding and gain a deeper understanding of its impact on the commercial real estate landscape.

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

The education we provide is sponsored by Lehigh Valley Fund. The fund earns returns through real estate investing and pays inventors an average 10% return with a 12 - 18% target*

Click here to apply

Click here to book Fund Manager Tejas Gosai

Contact Jerna Bentilanon to schedule a visit to our offices or a tour of one of our properties: j.b@lvpefund.com, 610-230-7777

In this episode, we dive deep into the extraordinary journey of Dani Beit-Or, a former Israeli military special forces operative turned real estate investment guru. Join us as we explore the fascinating twists and turns that led Dani from the intense battlefield to conquering the world of U.S. real estate. Learn how an international soldier churned out $40 million in transactions!

Unveiling the concept of "quality assets," Dani explains why he is drawn to investments with enduring value. Discover the secrets behind his successful strategies for identifying these hidden gems. Dani shares invaluable insights on navigating market fluctuations and getting ahead of the game. Learn the art of making aggressive offers and why it's a game-changer, even in the face of high-interest rates. Real estate investing is not without its challenges, and Dani has faced his fair share. Find out how he overcomes the pressures and frustrations that come with the territory, and how you can apply these strategies to your own ventures!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

The education we provide is sponsored by Lehigh Valley Fund. The fund earns returns through real estate investing and pays inventors an average 10% return with a 12 - 18% target*

Click here to apply

Click here to book Fund Manager Tejas Gosai

Contact Jerna Bentilanon to schedule a visit to our offices or a tour of one of our properties: j.b@lvpefund.com, 610-230-7777

Join us on an exciting episode as we sit down with Jeff Donis, a millennial mogul. Discover how Jeff, along with his brothers, jumped to 1000 units across Georgia, Florida and Texas in record time! Jeff takes us on a journey through their real estate success, starting from their humble beginnings as college students. Learn how they strategically entered the market, leveraging wholesaling as a key strategy to secure their first deal. Jeff shares the creative financing techniques that have allowed them to navigate the industry with flexibility and maximize their investment opportunities.

Jeff also shares the secrets to building a robust network and attracting investors, even without a track record. Find out the specific markets, areas, deal sizes, and price ranges that Jeff and his brothers focus on, and gain valuable knowledge on how they raise money and collaborate with different types of investors. Prepare to be inspired as Jeff opens up about his personal and business goals, offering actionable advice for aspiring investors who are ready to embark on their own real estate journey.

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

The education we provide is sponsored by Lehigh Valley Fund. The fund earns returns through real estate investing and pays inventors an average 10% return with a 12 - 18% target*

Click here to apply

Click here to book Fund Manager Tejas Gosai

Contact Jerna Bentilanon to schedule a visit to our offices or a tour of one of our properties: j.b@lvpefund.com, 610-230-7777

Matt Faircloth, the Real Estate Guru, talks about how to slay the recession and dance to the rhythm of changing markets and economic conditions. We learn about Matt's current investments and reveal a valuable tip on staying competitive by engaging sellers and securing favorable deals. We emphasize the importance of studying your market's needs and finding ways to meet those demands effectively.

Additionally, we explore the concept of Flex Industrial space and whether it presents a good investment opportunity. We challenge the notion of relying on predictions in real estate and instead encourage listeners to invest in trusted individuals who can navigate uncertain times successfully. By building relationships and understanding the needs of your market, you can position yourself for long-term success in real estate. Join us as we unpack these key insights and provide practical strategies to thrive in the ever-changing real estate landscape.

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

The education we provide is sponsored by Lehigh Valley Fund. The fund earns returns through real estate investing and pays inventors an average 10% return with a 12 - 18% target*

Click here to apply

Click here to book Fund Manager Tejas Gosai

Contact Jerna Bentilanon to schedule a visit to our offices or a tour of one of our properties: j.b@lvpefund.com, 610-230-7777

Financial freedom can be achieved without having to bring headaches along the way. And today’s guest, Jake Wiley, walks us through step by step how to do that ultimate goal! He talks about how important it is in real estate to have the right network to find assets and deploy your capital the right way.

In today’s episode, your limiting beliefs about investing will be reconstructed because Jake proves that you can create the right path in owning your real estate someday even if you don’t have a lot of money. He also shares how after a 16-year period, he was finally able to come up with the best way to own your real estate through Limited Partner as a vehicle. So tune in now and own, leverage, and scale up your own real estate asset today!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

Background of who and what Jake does.
Books as catalysts for people to get out and do something.
The issue that Jake has about passive investing: it’s a myth.
Jake shares how Limited Partner’s name was molded and how it’s helping many people achieve their dream.
Jake’s first advice: niche down.
Jake talks about the need to have a general partner or operator that puts deals together, manages them, and takes liability for them.
Jake dove deeper into explaining the difference between a general partner and the limited partner.
What kind of people does Jake work with?
What does Jake see going on for the future?

Tweetables:

“I had to learn how to raise capital to keep myself afloat really quickly, and that was a fun and interesting learning experience.” – Jake Wiley

“When there's blood in the streets, you go buy.” – Warren Buffet

“The issue that I have with buying rental real estate is that the passive income aspect is a myth.” – Jake Wiley

“The passive investing world is like this mythical place that's very reachable.” – Tejas Gosai

“You don't have to be the expert, you just have to find the experts, and then you can take what you've been doing.” – Jake Wiley

Links Mentioned:

Rich Dad Poor Dad Book

The Limited Partner Website

Jake Wiley Email

About Jake Wiley

Jake Wiley has been investing both passively and actively in real estate for the past 15 years and raising private funds for strategic value-add investments and long-term holds. He is also the host of the "Limited Partner" podcast, the only community for limited partners.

Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!

Acquiring 4000 units didn’t signal our guest, John Cohen, Founder of Toro Real Estate Partners, just to stop there. Instead, he continues to push through and dominate in various types of markets. John explains his understanding of the real estate space’s deep value investing, starting with buying tax deeds and liens.

He talked about his involvement in over $500M from different real estate transactions. He also shared his spanning tax liens, his rental sale transactions in Manhattan, and even personal investments and how he’s managing them. Catch us today and find out the easiest path to earn money, find opportunities in the market despite the current challenges, and his relationships with banks and types of debt.

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

Introduction to John’s life as the founder of Toro Real Estate Partners.
How did John get started with multifamily investments?
The system and scalability that has allowed John to grow his business in a short period of time.
John talks about the current market they’re targeting and the challenges of finding properties in the current market.
John shares his relationship with banks and different types of debts in the present moment.
How far have masterminds helped John?
What kind of individuals does John work with and how does he work with them?
The easiest path when you’re raising money.
How does John manage his assets?
John’s ways of keeping his investors informed about what’s happening even when they’re in different parts of the world.
The plans John has in looking for other new opportunities in the future.
What would John like to tell those people who aren’t buying their multifamily or single-family assets?

Tweetables:

“At the end of the day, real estate is a who you know type business. Not just from finding a deal or finding an acquisition or talking to a broker, but it's also when something goes wrong, who do you know that can help you fix the situation? ” – John Cohen

“If you just buy a deal and forget about it, a lot more can go wrong. ” – John Cohen

“I think the current market condition may make it a little bit harder, maybe more challenging. But at the end of the day, you know what we wanna focus on? Deals that we believe in. ” – John Cohen

“Have a reason for what you're doing. And whether it's your hundredth deal or your first one, if you wanna do it, you're not just gonna wake up and it's gonna be there. So you gotta take action. ” – John Cohen

“The more people you can put in your contacts, that can help you in a situation will drastically impact the success of deals. ” – John Cohen

Links Mentioned:

Toro Real Estate Partners

John Cohen Email

About John Cohen

President of JC Property Group Inc., John has been investing in real estate since 2010. Having started with purchasing tax deeds and tax liens. In 2013, he did $3,247,000 in real estate transactions. In 2014, he switched his focus to the multifamily asset class and became a member of a group that closed $70 million worth of transactions. Before leaving Marcus & Millichap to focus 100% of his time on the growth of his company, he was a team member of a group that sold over 26 multifamily properties in the Brooklyn and Queens market. Prior to his involvement in real estate, John was a licensed (series 7 and 63) stockbroker, but decided that brick and mortar investments were far less speculative than the stock market. John played baseball at Queens College where he graduated with a degree in Economics.

Finding inventory is always a problem. Sometimes, it hinders financial freedom, thriving business, and being a great real estate investor. In this episode, Adekunle Popoola shows us how to build a team and help countless real estate owners, developers, and entrepreneurs while sharing the essence of effective and consistent marketing.

He also reveals his system for finding the right investors to partner with and how to still find deals amidst interest rates going up and cap rates going down. Sit back and listen to how Adekunle explains the success in sourcing off-market multi-family inventory together with his 10-31 technique!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

Adekunle shares how he started in inventory.
How does Adekunle’s team forefront the conversation to know different personalities?
Adekunle talks about building connections —Great relationships with buyers and investors.
How to build an excellent system for tracking and finding investors?
Provided diligence and got an inspector for units: the ability to offer packages to investors.
Adekunle shares how the pandemic helps their business.
How Adekunle handles compliance?
Adekunle mentions realtors and how they are making big deals with them.
Why are folks and crystal balls relevant in the next few months?
Why Adekunle is not worried about an interest rate hike.
He talks about the importance of consistent and effective marketing.
Interest rates and cap rates have gone down. How to still get dealers?
How does the business evolve in terms of data mining?
What is a 10-31 technique?

Tweetables:

“Because it has a lot of negative connotations and everything I have used with this business is just a business model that solves problems. ” – Adekunle Popoola

“That's our goal. We try to make this process as seamless as possible. ” —Adekunle Popoola

“Speed is always an issue.” —Tejas Gosai

“It's not just always a seller trying to make a buck.” - Tejas Gosai

“Disposition becomes a necessity.” — Tejas Gosai

Links Mentioned:

Ade Popoola on Twitter

About Adekunle Popoola

Often regarded as an inventory hound, Ade Popoola has found and moved several million dollars worth of off-market Multi-family real estate over the past 3 years. He is known for his ability to find discounted off–market deals which are very hard to come by.

Currently holding active licenses in Ohio and Pennsylvania as a registered nurse, Ade decided to combine his passion for data, marketing, and multi-family investing to create systems and processes that can find off-market multifamily deals consistently all over the country.

The greatest responsibilities will come when it needs you the most. Isabelle Guarino-Smith runs residential assisted living. Her goal is to make a home for seniors and to make them feel that someone is looking and will understand them.

Brace your chairs up and learn how Isabelle tells the importance of seeing the unseen and being great on your real estate investment simultaneously.

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

Isabelle shares how she started in real estate investment.
What change is for Isabelle’s Dad?
Isabelle talks about the difference between residential assisted living and nursing homes.
Isabelle debunks the misconceptions about assistive living.
Is it required to have a professional license to be an administrator, home, and caregiver?
How to find a ranch home?
Isabelle shares her two preferred ranch homes.
Scott explains the difference between running your active business and making deals on your estates.
If people plan to build and look for land, does it need to be zoned residential?
Does the Medical professional serve 24/7?

Tweetables:

“It's like all this terrible trauma's happen. Not because the caregivers don't care because they literally do not have the time and energy to be able to service that many people at once.“ - Isabelle Guarino-Smith

“Caregiver, who's there who got into this industry because they genuinely.” - Isabelle Guarino-Smith

“You can literally change the caregiver's lives by providing them a quality opportunity to actually do the job that they want to do.” - Isabelle Guarino-Smith

“ The risk over there is so much greater than it is in a smaller home.” - Isabelle Guarino-Smith

“You really have to like lay it out and be super open and honest with her about what you can provide, the issues that her loved one might be facing.” - Isabelle Guarino-Smith

Links Mentioned:

Real Estate investor MBA

Start Your Business Master's and MBA Journey Here | mba.com

Residential Assisted Living Training - RALAcademy

About Isabelle Guarino-Smith

Isabelle graduated from Arizona State University, a former flight attendant, Walt Disney World intern, and is now Residential Assisted Living Academy’s leading lady. She has been working as the COO of the company for the last 6 years, keeping everyone in line and on task. She's been featured in many magazines and articles on the topic of Senior Housing and most recently was given the title of one of the "Top Influencers in Senior Housing." Isabelle also won Aging Media's "the Future Leaders of Assisted Living" award in 2020, being 2 of 100's under 30 to make the list.

Today’s guest’s method is a result of how he went from flipping and wholesaling to million-worth multifamily properties. A mixture of luck, hard work and timing all go into getting out of a market crash to where the real estate market is now. Jason Yarusi and his wife, Pili Yarusi, excelled in real estate and multi-family investment by starting to go to their neighbourhood places.

Set yourselves up and listen as Jason explains his strategies for cutting expenses, finding the right property, and the intangible things investors don’t often consider but should start doing so! At this end, realize why people do their thing and to whom they are making time, so listen now!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

Jason shares how he and Pili, his wife, met.
How did Jason get into real estate and come upon multi-family?
Jason gets struck by the economic avenue that allows him to do more.
What is the goal Jason sets about not just buying a multi-family investment?
Jason shares his reasons for using syndication.
What action does Jason take for them to dissect property quickly?
Jason talks about the changes he makes in terms of managerial issues and asset management.
Jason shares the two ways to create other ways to cut expenses.
Why does Jason prefer commercial buildings?
Jason talks about the intangible things that people don’t consider.
Jason talks about how people trust him.

Tweetables:

“ If you do things in a certain pattern, it doesn't limit what you can do. It gives you more opportunities to do what you want. ” – Jason Yarusi

“They'll choose that they wanna stay and pay the increase or have more people come in because it will be a better experience compared to the other building that may just be pushing or rinse up and hasn't created a good place for them to live.” – Jason Yarusi

“You have to understand where your mind is at.” —Jason Yarusi

“You could be your own lead generation. You could be the due diligence.

” — Jason Yarusi

“The simplest thing in anything in life is that show and if you're gonna say, I'm gonna do this, do what you say.” — Jason Yarusi

Links Mentioned:

Yarusi Holdings LLC

About Jason Yarusi

Jason is an active Real Estate Syndicator and Real Estate Investor. Jason with his wife Pili is the founding and managing members of Yarusi Holdings, a multifamily investment firm that has acquired over 1900 units valued at $180 Million since 2016. The firm repositions properties through operational efficiencies, moderate to extensive renovations, and complete rebranding.

Jason also hosts The Multifamily Live Podcast a podcast that provides actionable content and tools to build and strengthen your multifamily business. Jason is the founder of the Multifamily Live Club with over 3,100 members that focuses on Real Estate Syndication and Multifamily Investing and trains others on the success formula for buying apartment buildings at www.7FigureMultifamily.com.

Jason has started and exited multiple businesses in the past 15 years. Beyond real estate Jason spends his time with his wife Pili and 3 young kiddos Luke Lily and Leo and is an avid crossfitter and now lives in Tennessee.

Life is limited when you limit it yourself. People can get through places and journey through everything because, in the end, the sky's the limit. Devin Elder, our guest for today, started with every bit of step in real estate investment. He asked for help, did the infamous methods, and bought houses in his pocket.

Settle your thoughts, as Devin lets us build our future with every step we take. One thing about this episode is when he mentions the greatest lessons; even though he knows it would be a bad thing, he will do it again in the end.

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

Devin talks about how he has been a principal in over 5,000 doors of multi-family.
What are the first things Devin does when investing in multi-family?
Devin shares how he built a management company after his bad experiences with third-party management.
How does flying helicopters help Devin?
How does Devin handle bad experiences?
Devin mentions podcasts as his way to connect closer to people.
What is Devin's highest value for the organization?
What is Devin's philosophy when it comes to time?
Devin talks about investor sentiment.
Devin shares how his stuff is relationship driven.
What are the criteria Devin asks for when looking for deal size?
Devin shares his relationship with the brokers.

Tweetables:

“It's time for me to let them do their jobs, focus on being a visionary, and building the vision for the future of the company.” – Devin Elder

“You're aiming for it, but it really doesn't exist. You're never gonna get to the horizon, but it is a helpful mechanism to aim at.” – Devin Elder

“But where I kind of enjoy my time in the company is building the future.” – Devin Elder

“So the vision, obviously the capital, is a huge piece of it” — Devin Elder

“We're just stewards of capital and time” — Devin Elder

Links Mentioned:

Apartment Educators

DJE Texas Management Group | Real Estate Investments …

About Devin Elder

Devin Elder is the sole owner of DJE Texas Management Group LLC (DJE), which manages all aspects of acquisition, repositioning, and disposition of single-family, land, development, and multifamily projects in Central Texas. DJE has successfully completed over 200 Real Estate renovation projects, with renovation budgets ranging from $10k to $3M+. Devin has been a Principal in over 5,000 units of multifamily. No investor capital has ever been lost on any DJE project.

The DJE multifamily portfolio is managed by DJE Properties LLC, the company’s in-house property management firm. As of November 2021, DJE Properties manages 2,125 doors with an average occupancy of 95%.

Prior to his Real Estate investing career, Devin earned a Bachelor of Business Administration from the University of Texas at San Antonio and enjoyed a near decade-long successful corporate career in Operations, IT, and Marketing roles at two of San Antonio’s largest employers, Rackspace and 3M.

Mr. Elder is the host of The DJE Podcast, a weekly show interviewing the top Commercial Real Estate investment experts in the country, and is himself a regular expert guest on the top multifamily investment podcasts in the world.

In 2020, Devin founded The DJE Foundation, a 501(c)(3) foundation, whose mission is to improve the lives of disadvantaged children. The non-profit supports the Heart of Texas orphanage in the Philippines, local Christian organizations, and numerous other causes.

Mr. Elder is Co-Founder of ApartmentEducators.com, a consulting firm that teaches successful professionals how to invest in multifamily communities as passive investors and operators. Devin co-founded the Real Estate Brokerage Accelerated Commercial Real Estate in 2020 with his ApartmentEducators.com business partner to assist clients in sourcing and to close multifamily investments.

Mr. Elder meets twice monthly with a private CEO advisory board and has a broad network of experienced and trusted advisors, attorneys, brokers, investors, and accountants that facilitate the continued success and growth of DJE.

Devin has been married to his wife Amber since 2008. They reside in far North San Antonio with their three children. He enjoys family time, piloting planes & helicopters, playing golf, and spending time with his family at Eventide Ranch, the Elder family’s South Texas wild animal preserve, home to a variety of exotic animals, including Kudu, Springbok, Blackbuck, Barasignha, Scimitar Horned Oryx and a Zebra named “Pete”.

The best way to help people is by giving them access to education. Scott Smith believes life is about financial freedom and coming to help people and build great stories.

Pens are up and learn with Scott Smith on how he will improve venues for people to grow in real estate and have access to free education for everyone. One thing that will lift your motivation is to realize the possibility of making great deals and enjoying life.

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

What is the most durable and predictable way to have financial freedom?
Scott shares how he accidentally started Royal Legal Solutions.
Scott talks about the process of how he does the real estate deal.
What are the predictable best practices for real estate investors and business investors?
Scott shares how to enjoy life and get more deals all at the same time.
How to save on money taxes?
Scott talks about estate planning.
Scott explains the difference between running your active business and making deals on your estates.
How did Scott adapt to new technology?
Scott talks about the efficient and effective way to scale the asset.

Tweetables:

“Don't lose your day job until you can afford to do it.“ - Tejas Gosai

“Let's bring in as many smart people as we can because we learn a lot from other people as well, too. ” - Scott Smith

“The new technology is to equip everybody with all of the best information and then let everybody self-select when they're ready to take action.” - Scott Smith

“I think we're really the first company that's ever integrated tax legal estate planning and insurance, all inside of a one-stop shop” - Scott Smith

“My philosophy early on was saying that education should always be free and that should be our goal” - Scott Smith

Links Mentioned:

Real Estate investor MBA

Royal Legal Solutions: We Help Real Estate InvestorsScott Smith on LinkedIn

About Scott Smith

Before founding Royal Legal Solutions, Scott Smith was an aggressive litigator battling major insurance companies. He knows first-hand the tactics that plaintiffs’ attorneys use to win lawsuits. He brings this knowledge to bear when setting up business structures to protect your assets.

They analyze your individual situation and put nuanced strategies into place that will not only protect your property to the greatest extent possible but also save you money in taxes and state fees. You don’t need to be a millionaire to benefit from the right system for acquiring property and protecting your assets. Their clients range from first-time investors to seasoned real estate investors with a broad portfolio of properties.

Many people are becoming more interested in self-storage—it is a niche business. Scott Lewis, our guest for today, explains how he sized up his acquisitions in the Self-Storage Industry and the real essence of adding up square footage.

Take risks and be motivated by Scott Lewis on how he will improve lives as part of their mission and improve personally and professionally as their vision. The best thing about today's episode is it will let you set your plans and boost you to do them so listen now!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

Scott shares a lot about how he learns from tangential things.
How did Scott adapt to being a leader?
Scott talks about how the military helps him be in business today.
What are the strategies to build your adaptivity?
Scott shares that the financial aspects of the world are not at risk right now.
What are his past successes?
Scott talks about how they started Risk Mitigation.
How does Scott talk about storage?
Scott shares about the expansions and his contribution to some of their projects.
How does technology help Scott’s business?

Tweetables:

“You gotta pick a strategy and you gotta kind of keep going with it .” - Scott Lewis

“Just because an operating environment changes doesn't mean you should throw out your strategy.“ - Scott Lewis

“Cause then you just don't do something. The hot war pops off, you can get outta control really, really fast. ” - Scott Lewis

“So I personally don't think I'm one of those small waggly trees, but I mean, there's probably a big fish out there that probably see me as a small scraggly tree.” - Scott Lewis

“And we're much better operators now than obviously we're where we were started.” - Scott Lewis

“I think now is not one of those times where you wanna go out there and take risks. You wanna do what you know” - Scott Lewis

Links Mentioned:

Scott Lewis on LinkedIn
Spartan Investment Group website
Real Estate investor MBA

About Scott LewisScott Lewis is the co-founder and Chief Executive Officer of Spartan Investment Group, LLC (SIG). As the CEO, Scott is responsible for the strategic direction of the company and ensuring it aligns with SIG’s mission to Improve Lives Through Real Estate. Prior to Spartan, Scott held positions as a regional sales manager for a biotech firm, various positions in strategic and project management for the federal government culminating at the GS 15 level, and was on active duty in the US Army as an Infantry Officer.

In addition to Spartan, Scott is active in the US Army Reserves and an Iraqi Freedom combat Vet.

Scott graduated from Michigan State University with degrees in Chemistry and Marketing, from Catholic University with an MS in Management, and from Georgetown University with a Certificate in Project Management.

Today, people will learn how to adapt to specific changes in the market that affect people’s criteria for purchasing. Omar Khan runs a company called Boardwalk Wealth. He excels in systemic operational excellence, born from deep local connections and psychological analysis.

Be adaptive by how Omar Khan explains to us, detailedly, his financial analysis, his underwriting, and a lot of what he does to ensure he manages many financial aspects. Hope you enjoy this episode as much as we enjoyed recording it!
Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

Omar shares how his family inspired him to pursue real estate.
What are Oman’s first projects in the industry?
Omar tells us how people can build relationships and develop reputations by finding deals.
Omar talks about building financial aspects: How to outsource and get the right financing.
What are the processes of outsourcing materials in terms of capital structures?
Omar shares how the development and professions cannot be great every month.
Omar shares how and why he restricts his children from watching the news.
Omar mentions how actions could lead to consequences.
How does Omar define accredited investors?
Omar talks about their asset management and operation and why it is their forte.

Tweetables:

“Not every month is the greatest month of your life.” - Omar Khan

“You've gotta be consistent. You've gotta show up all the time.” - Omar Khan

“ If you are complaining about resources, you just have to be more resourceful.” – Tejas Gosai

“You learn a lot just to the process of just observation.” - Omar Khan

“You just deal on it, and you keep going, and things get better to keep going.” – Omar Khan

Links Mentioned:

Real Estate investor MBA

Boardwalk Wealth: Private Equity Firm | Passive Investments

About Omar Khan

Omar has advised on $3.7 billion in capital financing and M&A transactions, as well as securing $50+ million in equity from private and institutional capital. He is a graduate from the Rotman School of Business (University of Toronto), and a CFA charter holder with 10+ years of investing experience across real estate and commodities. As the principal of Boardwalk Wealth, Omar is primarily responsible for developing strong relationships with private and institutional investors, brokers, and strategic partners. He has closed on over $250 million of assets across TX, GA, FL, and SD.

While pursuing your dreams, sometimes it is the least expected hustle that will make us great. Through taking the small steps, you get to discover the details, ins and outs, and all of the specifics that you have to consider to be great in investing. Listen to how John Rubio shares his mind-boggling journey after excelling in the Navy.

Be inspired by how John Rubio explains to us, detailedly, his steps to getting to know great things through introductions, organic connections that could grow a good relationship with, to understand them, and make sure that they are a good fit in real estate.

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

John shared how he had a blast and had a great time pursuing 20 years in the Navy as a pilot.
John shared how he started pursuing business and how he started passively investing.
John tells us about how it is critical to consider every detail, every ins and outs of passive investing as well as looking beyond performances, offering memorandums, and even demographic locations.
Why are we investing here? Why this asset AC class?
John talks about the ways in which he did exactly that as a passive investor: bringing friends and family to start, taking small steps for single family types, and private money loans.
How did their more than $33 million worth of 28 projects turn into 7 of those 28 into full cycle and with 11 executions right now.
John shared where his business grew and what countries they have their projects in.
John’s personal favorite part of the job, COO, and why is it important for him to make his investors feel comfortable.
For John, a good developer sponsor has to have good experience in the asset class and location.
John also mentioned when he talked about investments, returns, and risks.

Tweetables:

“This is a business, but it's also a team sport.” - John Rubio

“We want everybody to be successful from the developer all the way to the investor “ - John Rubio

“We really love DC, Maryland, Virginia, and the Southeast and Ohio, because that's where everybody's going. That's where the populations are growing. That's where the businesses are going. That's where the big schools are. That's where the big incomes are, right? The government's not getting smaller anytime soon.” - John Rubio

“Taxes are skyrocketing and we're like, what heck's going on? Well, because people need housing. So this area is really, really, I wouldn't say recession proof, but very recession resilient and Carolinas are fantastic.” - John Rubio

“And my team's time to everybody now coming together and focusing on that. And if the answer is yes, then we're game on” - John Rubio

Links Mentioned:

Real Estate investor MBA

JID Investments Website

JID Youtube Channel

JID Linkedin

About John Rubio

John is the COO/Founder and Co-Managing Director of JID Investments. Back in 2013, he started doing business and investing passively with his close friends, who were in real estate. During that time, he was stationed overseas with his family and got to understand the details, the ins and outs, and other specifics of being a passive investor.

Getting into a market is one. But growing your business into nine different markets is definitely another! For our episode, Mike DeHaan, Off Market Real Estate Expert, tells us his strategies in marketing and in finding off-market deals.

He also shared some of his systems and how he’s faced the challenges they have encountered in their business. Also, get ready for the action plan he’s advised after listening to the entire podcast!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

Mike tells a story about how he went from subscribing to get-rich-quick gurus on Instagram to being in the Real Estate Industry.
Mike talks about having total zero knowledge of real estate and then risking his career as a professional engineer.
Marketing and finding off-market deals as Mike’s bread and butter.
Mike shares how he makes his business different and how he finds deals.
Finding the secret marketing method to outstand the market competition.
Mike walks through his systems to get into different markets.
The challenges Mike has faced in terms of going remote for their marketing and acquisition system and how they resolve it.
Is the relationships with other markets the key indicator to finding a new market.
Mike shares specific tools for new wholesalers and investors.
The action plan for the audience to close their target deals after listening to the episode and educating themselves.

Tweetables:

“Let's just be like the trustworthy ones and that's led to us having a lot of success.” – Mike DeHaan

“The real money is made in this business is by having good dispositions, which is probably the hardest one to outsource because it's very dependent on relationships..” – Mike DeHaan

“The marketing's duplicatable, right? You have a system, just do it.” – Jeremy Moyer

“We focus heavily on having a stronger brand and a better follow-up process. And that's how we're able to be competitive.” – Mike DeHaan

Links Mentioned:

Mike DeHaan's Collecting Keys Podcast Website

Mike DeHaan's Instagram

Mike DeHaan's Email

About Mike DeHaan

Mike DeHaan started his working life in a typical fashion, going to college and by age 26 was making 6 figures at a cushy corporate job, but he was miserable. After a deep battle with depression at the age of 28, he jumped ship from the corporate world and gave up all his income with no plan and no concrete direction of where to go or what to do. He spent the next 2 years working side jobs, driving for uber, and barely scraping by while trying a medley of different businesses. From e-commerce, dropshipping, marketing, working for a startup, coaching, if you name it, he tried it.

His goal was to have a fully location-independent business that could not only generate income but also generate wealth and could be easily grown and scaled with staff and systems. Ultimately this is what led him to become an Off Market Real Estate Investor (Wholesaler) beginning January of 2020 by joining a mastermind that gave him the coaching, accountability, and community to commit and take things to the next level.

Two years later, Mike has hired staff and improved his systems to now have 17 staff members and is doing deals in 9 different markets. Their business model now is to keep the best properties they find and wholesale/flip the properties they don’t want for the long term. As of now, his rental portfolio consists of 48 doors, with an estimated value of just under $10m. He has also completed over 100 deals in the last 2 years and now generates more passive rental income than he used to make in his 6 figure salary. He even achieved his goal of having a location-independent business as his company continues to close deals while he regularly travels the country (and the world).

He is also the host of the Collecting Keys Podcast. He runs his own national mastermind, the Instant Investor Program, where he helps investors get right into the action finding their own off-market opportunities in as little as 2 weeks.

BRRRR (Buy, Rehab, Rent, Refinance, Repeat) method is what enables our guest, Clay Hepler, to flip and wholesale his assets amounting to over $200 Million.

Join us as Clay shares specific techniques on how to woo your lenders, what are the sweet spots for multifamily real estate investors, and how to outstand your deals in the current competitive market. Tune in now and listen to our conversation!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

Clay Hepler tells how he started investing in the Real Estate
How buying house hack helped Clay drive through success.
What is the BRRRR method?
Where is the sweet spot of investors in larger multifamily properties?
Clay explains why, for him, it is better to invest in multifamily properties instead of single-family properties.
How many units does Clay look for when it comes to small multifamily properties?
Clay shares tips on how to get past the lender’s requirements.
How did Clay manage to get one deal done to build credibility.
Clay’s strategies to find market deals in today’s competitive market.
How did Clay manage to stand out in the competition to get contractors.
The buildings’ age that Clay prefers for their amenities.

Tweetables:

“You need to find a way to capture equity because equity allows you to build wealth.” – Clay Hepler

“It's really about finding people, relationships, lenders, contractors, sellers, and just working that funnel constantly..” – Clay Hepler

“We need to find the right lenders with the right debt terms to fit our business model..” – Jeremy Moyer

Links Mentioned:

Bigger Pockets Podcast Website

Clay Hepler's Instagram

Clay Hepler's Twitter

Clay Hepler's Facebook

Clay Hepler's LinkedIn

About Clay Hepler

Clay is a multifamily investor, educator, and cash flow specialist. He is the Principal at a boutique investment real estate firm, Hepler Acquisitions.

Hepler Acquisitions focuses on purchasing value-add real estate properties and increasing their worth through diligent construction management and adding visionary yet functional design schemes to provide sanctuaries for their residents.

Clay has purchased over $6,000,000 of multifamily real estate in the Greater Pittsburgh area over the past 24 months using a combination of his own capital and private capital.

As much as there are a variety of headwinds in the Real Estate in today’s economy, there are also tailwinds alongside it. CBRE’S Spencer Levy discusses with us why projecting demand is the most important thing for multifamily developers to not devalue their assets.

Tune in as our guest, Spencer, shares with us today his personally-picked metrics when it comes to choosing locations and investing. He also mentioned quick tips on ‘crystal ball properties’ and resources for more macroeconomic knowledge.

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

Spencer tells his story about why he ended up in CBRE, world’s largest real estate firm in the world, from being a banker and a lawyer.
The biggest headwinds that the U.S. Commercial Real Estate Industry currently faces in today’s economy.
Spencer shares his opinion on how fed handles inflation and what is their response to it
Does the current market rise has something to do with the market rise in 2008?
Is the supply and demand imbalance of housing considered to be an important metric?
Why should people focus on the submarkets today more than how they did in the past.
The effects of office retailer and industrial on the sub-sectors of the commercial estate from an operator standpoint.
Possibilities of multi-family softening the renter market.
More tailwinds in today’s economy.
Spencer’s ‘crystal ball properties’ that he thinks will continue to strive over the next years.
Demographics as Spencer’s primary metric when looking for locations.
Spencer enumerated relevant and substantial news outlets, media channels, and people to listen to in gaining additional macroeconomic perspectives.

Tweetables:

“They [fed] can't increase supplies, but they can decrease demand..” – Spencer Levy

“It's better to be in an environment with stable prices than one with runaway inflation.” – Spencer Levy

“Ask the right questions, asking the right questions will help you find the right answers more than just reading what everybody else reads.” – Spencer Levy

Links Mentioned:

ICSC Website

ULI Website

NAIOP Website

NAREIM Website

The Weekly Take - Spencer Levy's Podcast

About Spencer Levy

Spencer Levy is the Global Client Strategist and Senior Economic Advisor for CBRE, the largest commercial real estate firm in the world. Spencer leads a team of Global Client Care professionals around the world who are responsible for account management and client experience programs globally. In addition to his client-facing role, Spencer serves as a primary company spokesperson and is considered one of the most insightful commentators on issues of importance to commercial real estate. He is frequently quoted in major business publications and is the host of CBRE’s podcast The Weekly Take, the most heavily downloaded podcast in commercial real estate.

With no experience in investing, sometimes, it is overlooked that young hustlers can also put value to the table. And that is the deal that they offer. From being a top engineer to aspiring to go on bigger pockets, Justin Wawrzyniakshares his ‘crazy career change’ journey.

Listen as Justin explains to us, step by step, his secrets to having a constant deal flow and closing deals for larger assets. He also explained why building and exerting effort in relationships is his bread and butter in Real Estate.

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

Justin shared how he changed his career from being a top engineer to a full-time multi-family real estate investor and entrepreneur.
How his assets grew from just one apartment building to having a six-unit Airbnb conversion project, eight other units, eight wholesaled units, and being under contracted by a 27-unit property.
How do you invest with little to no capital?
Deal: the weapon you need to be able to invest with little to no capital.
Justin talks about his ways of finding a deal and the specific markets he’s looking at.
Growing connection — Justin’s way to know when and what to invest in.
His engineering skills as one of his edges to pave real estate.
Justin’s three components to attaining constant deal flow.
Justin’s bread and butter: Focus on relationships and relationship building because real estate is a relationship-based business.
How does building relationships allow Justin to close deals on larger assets.
The ultimate key on how to eliminate competition in the market.
Justin emphasizes that it is important to stay true to the deal and have the clients get what they paid for.
Clients are more receptive when there is transparency of everything that’s happening including the mistakes.

Tweetables:

“The value I can provide as a young hustler is the deal. The deal itself is worth something to people who have, maybe they are doctors or lawyers working, you know, nine-to-fives that they don't have any time to go hit the pavement and try to find a good deal.” – Justin Wawrzyniak

“We focus on relationships because real estate is a relationship-based business.” – Justin Wawrzyniak

“We're here to try to solve their problems and, ultimately, buy their property at a fair price.” – Justin Wawrzyniak

“But we're also enjoying a relationship with another investor in the area that understands the market that we want to go into and we can learn stuff from him as well.” – Justin Wawrzyniak

“Before you even consider taking money from someone, make sure the property is good.” – Justin Wawrzyniak

Links Mentioned:

Rich Dad Poor Dad Book

Justin Wawrzyniak on Instagram

Justin Wawrrzyniak on LinkedIn

Justin Wawrzyniak on Facebook

Justin Wawrzyniak's Website

About Justin Wawrzyniak

Justin began his career as a highly recruited Engineer. After only two short years in corporate America, Justin left his secure 9-5 in pursuit of financial freedom. That was when the Cash Flow Cowboy was born!

At the age of just 26 years old, Justin became a full-time Multifamily Real Estate Investor and Entrepreneur. To date, he has closed on over 25 deals and $6.5M in assets. He has started his own Investment Company and developed a revolutionary Direct-to-Seller software system.

Justin is very active on social media logging his journey to 300 units by 30 years old. He is currently 27 years old and under contract on his 59th apartment unit in the last 1.5 years.

With supply dropping, demand on the rise, and interest rates as a constraining factor, it seems inevitable that the commercial real estate market will continue to experience price growth over the next few years. For today’s episode, Mark Stapp will walk us through tons of topics about the commercial industry sectors.

Mark has continued to focus on the real estate industry while also acquiring assets which he was able to grow up until now. We are all excited to share with you his strategies and prerequisites when investing for an asset and his insights about multifamily and supply and demand imbalance. Tune now for our latest episode!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

Mark’s transition from being in the real estate field into teaching in the academia
What are the biggest headwinds that the U.S. Commercial Real Estate Industry is facing right now?
The biggest shifts the pandemic has caused in terms of economy, community development, and commercial development.
Mark addressed the big issues: effects of affordability in the housing market on the commercial marketplace, inflation, supply chain, and pre-pandemic tariffs and trade-related issues.
Affordable housing for all employment classes and people — a necessary asset of a community.
Mark Porter’s idea of shared value and how does it make the place where the assets exist within a better place
Mark talks about why developers do not see “Build, Build, Build” as a solution to supply and demand constraints of multifamily.
Mark’s insights about how far will federal fund rates go to tackle inflation
Different headwinds on office, retail, and hospitality.
Gen Z’s different view of what their life should be and why does it stir uncertainty in the office market.
Why is real estate symptomatic?
Mark’s list of potential bets in different asset classes.
Why understanding the values of Generation Z is important to see how the use of Real Estate will change in the next 10 years?

Tweetables:

“If I'm buying asset today, I'm gonna look at the series of scenarios that include.” – Mark Stapp

“You have to support those that you depend on and share that value.” – Mark Stapp

“The best land is always consumed first. So the further you get into a cycle, the more time you have to put into finding the right properties to purchase.” – Mark Stapp

“I think you've gotta look at the values of the gen Z population to understand how the need in use of real estate is gonna change in the next 10 years. Because they will increasingly become the dominant force in the marketplace.” – Mark Stapp

Links Mentioned:

Real Estate Investor MBA Website

The Ecosystem of Shared Value by Mark Porter

Mark Stapp's Email

About Mark Stapp

Dr. Mark Stapp is an expert in real estate, community development, and business management who has been part of numerous development and business enterprise projects for more than 40 years now. He was named Fred E. Taylor Professor Real Estate at Arizona State University's W. P. Carey School of Business. In there, he was branded with various titles like being the one-year Master of Real Estate Development program’s executive director, Faculty Director of the Undergraduate Minor in Real Estate, University Realty’s Senior Development Executive, and the Director Real Estate Center for Theory and Practice.

Alongside all these, he has been part of wider leadership positions which include being a managing member of Pyramid Community Developers, President of Cahava Springs Development Corp., President of U.S. operations for Naef International Management, chairman of Taliesin Associated Architects, Inc., and more. He also founded First City Homes, and is a member of International Council of Shopping Centers’ North American Research Task Force, board of REIAC Arizona Chapter and Local Initiative Support Corporation in Phoenix (LISC), and a Distinguished Fellow of the National Association of Industrial and Office Properties (NAIOP).

The U.S. market accounted for 90 percent of self storage inventory worldwide in 2018 and investors remain optimistic as experts forecast the market to be worth $64.71 billion by 2026. Today, we will explore this asset class with our guest, Sergio Altomare.

Sergio and his wife pivoted to the self storage industry in 2018 and have exponentially grown since then. We are privileged to hear about how they started, their discipline, strategies, and advice for people who want to invest in the self storage business. Click now and listen to our conversation!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

How Sergio and his wife started in real estate – just under 400,000 in triplex and under a million in multifamily.
How they scaled quickly to 50 million assets under management and five properties under contract.
Their secret sauce: discipline.
Their discipline in terms of strategy and how they evaluate the property.
Sergio talks about their self storage facilities – purchase price units, location, acquisition, and value-add strategy.
How Sergio evaluates a deal especially in a new market.
Leveraging on relationships with bigger brokers to find great deals.
The two sides of self storage: real estate and business.
Self storage, when it comes to real estate, is good in good times and great in bad times.
The four D’s why self storage is a needed service: death, downsizing, divorce, and dislocation.
Why self storage as a business is a very good asset.
How self storage is recession-resistant.
Sergio talks about the markets that they are in and their unit count.
Why are they focusing more on family offices instead of large institutional investors?

Tweetables:

“It's about being disciplined and being disciplined in terms of having a strategy, having a game plan, and responding to what the economy and the markets are doing, as opposed to what you think they're going to do.” – Sergio Altomare

“If you're disciplined in what you do, and how you evaluate things, then then you can be fine.” – Sergio Altomare

“It (self storage) is actually a bigger business than it is real estate.” – Sergio Altomare

“[Real estate] is a marathon, never a sprint.” – Tejas Gosai

Links Mentioned:

Heathfire Capital website

Sergio Altomare on LinkedIn

Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork Kindle Edition by Dan Sullivan

About Sergio Altomare

After transitioning into real estate as a side business in 2012, Sergio partnered with his wife Corinn to start Hearthfire Holdings, a boutique real estate investment and property management company. In just eight short years, Hearthfire Holdings has built a portfolio of more than $50M in assets under management and syndicated over $12M in assets, returning more than $2M in profit and 25 percent IRR to investors. Property types have spanned small multi-family, commercial, retail, and self-storage properties. Sergio has also flipped houses and rehabbed properties and multi-family developments.

Sergio began his career in 1994 working in the U.S. Federal Reserve System (FRS). During his 22+ years there, he worked his way up the corporate ladder in all facets of technology, including network engineering, information security, project management and architecture, and strategy. Sergio has worked on projects and implemented systems across the banking and financial industries, with budgets of more than $100M. Notable projects include implementing secure email, mobile strategy for the division of Banking Supervision and Regulation and enterprise collaboration for the entire Federal Reserve System.

In 2015, Sergio was promoted to officer in charge of technology strategy for the Treasury Services Division of the FRS. He developed a strategy to consolidate enterprise storage and enhance treasury operations and support. His experience, IT skills, and ability to navigate the corporate ladder have given Sergio the foundation to build a real estate business and scale it through strong systems, processes, and data analytics.

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This episode is brought to you by the Lehigh Valley Private Equity Fund, a Regulation D, evergreen, private equity fund providing Accredited Investors an 8% annual preferred return and an overall annualized target return of 12 - 18%, through diversification in lending and acquisitions in the Lehigh Valley real estate market. To learn more book a no-commitment call with the fund manager here: https://www.lehighvalleyprivateequityfund.com/virtual-meeting

If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. Doing so helps us continue attracting the highest quality type of guests to interview and for you to listen to.

Check us out at our new website at: https://www.rei.mba/

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Who Not How: The Formula to Achieve Bigger Goals Through Accelerating Teamwork

Industrial Real Estate has proven to be resilient and reliable for cash flow. Yes, there are drawbacks, as in every other asset class, but having a good understanding of the property will help the investor mitigate the risks and succeed in this type of investment.

In this episode, Chad Griffiths will give us the pros and cons of industrial real estate from two standpoints – that of a broker and an investor. He’ll tell us what to watch out for in the due diligence, the basic requirements in acquiring an industrial property, the common mistake investors new to this class make and how to avoid it. Listen now!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

Why Chad prefers industrial real estate over other asset classes like multifamily and self-storage.
What makes industrial real estate special, from a broker’s standpoint?
What are the benefits of investing in industrial real estate?
What are the drawbacks?
The importance of leases in due diligence – red flags and strengths.
What is the biggest risk in industrial real estate investment?
How Chad mitigates risks.
The length of term for leases that operators try to achieve.
Looking at the obsolescence of the property.
Due diligence on buying a property.
Basic requirements for an industrial property.
Common mistake of new investors – buying based on cash flow.
Is it crucial to have a broker when investing in industrial real estate?
Chad’s advice for those interested to invest in industrial real estate.

Tweetables:

“Go through the exercise of determining what that building is worth if it were vacant.” – Chad Griffiths

“Generally speaking, the larger the company, the more aggressive that they’re going to be on the lease rate.” – Chad Griffiths

“If you don’t have a plan for what that property is worth when it’s vacant, it can destroy a lot of wealth.” – Chad Griffiths

“This (industrial real estate) isn’t a hands-off investment vehicle unless you’re going the syndicate road and you’re just going along as a limited partner. If you want to actively own industrial real estate, you need to be fully engaged with it.” – Chad Griffiths

Links Mentioned:

Chad Griffiths on YouTube

Chad Griffiths on LinkedIn

Chad Griffiths on Twitter

Chad Griffiths’ email

Chad Griffiths’ profile

About Chad Griffiths

Chad Griffiths has worked in the industrial real estate industry since 2004. As a member of a global commercial real estate company and a partner with his local firm, Chad has completed over 500 deals with clients ranging from small companies to large institutional owners. In addition to being the host of the Industrial Real Estate Show, Chad is honored to have been a guest on over 30 other real estate podcasts as well as being interviewed numerous times by national media. Chad earned both SIOR & CCIM designations and an MBA and is proud to have recently been named an Industrial Influencer by GlobeSt.com.

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:
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This episode is brought to you by the Lehigh Valley Private Equity Fund, a Regulation D, evergreen, private equity fund providing Accredited Investors an 8% annual preferred return and an overall annualized target return of 12 - 18%, through diversification in lending and acquisitions in the Lehigh Valley real estate market. To learn more book a no-commitment call with the fund manager here: https://www.lehighvalleyprivateequityfund.com/virtual-meeting

If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. Doing so helps us continue attracting the highest quality type of guests to interview and for you to listen to.

Check us out at our new website at: https://www.rei.mba/

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Today's guest is Ryan Reichlyn. He is a seasoned real estate entrepreneur and he is going to share his story of how he went from actively managing different asset classes like hotels and Airbnb short-term rentals to passively investing in triple net assets and mobile home parks.

Ryan pivoted to NNN assets because he wanted to move into more stable as well as somewhat hands-off investments so that he could continue to grow his portfolio. He also invests in mobile home parks. Listen now for some great tips on how to earn mailbox money in real estate!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

How Ryan learned about commercial leases.
What piqued his interest in Airbnbs?
His unique experience in managing his Airbnb units.
How his Airbnbs fared especially during the pandemic.
Ryan’s transition from actively managing Airbnbs to passive investing in NNN assets.
How he got into NNN assets.
What are NNN assets?
What kind of NNN assets did he buy?
Syndication is another way of earning passive income.
Ryan details his experience as an investor in mobile home parks.
Ryan’s thoughts about what’s going on in the market right now and his predictions.
Ryan’s advice to new investors.

Tweetables:

“You can do [property management] without having to physically be there as long as you know the area and you build up a network of partners to help service the units.” – Ryan Reichlyn

“An absolute triple net is you're getting the exact same dollar amount in your bank account on the first of the month without fail.” – Ryan Reichlyn

“Overall, I think a lot of people have gotten sick of the rollercoaster ride in the market and are looking for other ways to make returns.” – Ryan Reichlyn

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:
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This episode is brought to you by the Lehigh Valley Private Equity Fund, a Regulation D, evergreen, private equity fund providing Accredited Investors an 8% annual preferred return and an overall annualized target return of 12 - 18%, through diversification in lending and acquisitions in the Lehigh Valley real estate market. To learn more book a no-commitment call with the fund manager here: https://www.lehighvalleyprivateequityfund.com/virtual-meeting

If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. Doing so helps us continue attracting the highest quality type of guests to interview and for you to listen to.

Check us out at our new website at: https://www.rei.mba/

Follow us on Social Media:
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Learn how to figure out what will happen with your investment over time. If you understand the property, you would have an educated risk with your investment. In this episode, Tejas will explain what cap rate means and why it is important to know as an investor.

Cap rate, expressed as a percentage, is an estimation of an investor's potential return on a real estate investment. The cap rate is the most popular measure through which real estate investments are assessed for their profitability and return potential. Listen now to learn more!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

The reasons for purchasing a property with a low cap rate.
How to analyze data.
How to add value to your property.
A sample computation of cap rate for a five-unit property.
The importance of property managers.
Factoring in vacancy.
How to create equity.
How to start out with a 10% purchase at $500,000 to selling at an 8% cap rate for a million dollars.

Tweetables:

“As a commercial real estate agent, you can't believe everything you read.” – Tejas Gosai

“Projections are anyone's best guess” – Tejas Gosai

“Property management is the make or break on whether or not you will be successful in the long run for this business.” – Tejas Gosai

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:
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Spotify
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TuneIN
Google Podcast

This episode is brought to you by the Lehigh Valley Private Equity Fund, a Regulation D, evergreen, private equity fund providing Accredited Investors an 8% annual preferred return and an overall annualized target return of 12 - 18%, through diversification in lending and acquisitions in the Lehigh Valley real estate market. To learn more book a no-commitment call with the fund manager here: https://www.lehighvalleyprivateequityfund.com/virtual-meeting

If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. Doing so helps us continue attracting the highest quality type of guests to interview and for you to listen to.

Check us out at our new website at: https://www.rei.mba/

Follow us on Social Media:
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Passive investing is more than just putting money into an investment and watching it grow. It entails a lot of work. There’s an asset that you need to manage and people you need to communicate with. That’s where property managers come in. They do all the heavy-lifting – everything from leasing, maintenance, tenant communications, and accounting.

Today our guests, Jake Lord and Jason Prignoli of Ethel Street Management, will share with us how they went from being investors to property managers managing over 100 units. Because they’ve been on the investors’ side, they know the pain points and clients’ needs, and it helps them to deliver better services. Listen now to their detailed case study on how PMs amplify equity!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

How Jake Lord and Jason Prignoli of Ethel Street Management went from just a couple of units to managing over 100 units in a year.
How they are meeting the needs of their clients.
Solving property management problems and issues with technology.
In property management, you get what you pay for.
How testimonials from property owners help them.
Offering a lower price than the standard pricing but providing better services.
What has driven them to bet on the long-term in the Lehigh Valley?
How are their investors raising rents and finding deals in this market?

Tweetables:

“It’s really fun being able to help our clients such as the fund be able to achieve various objectives, whether its financial or operational to truly meet the goals. That really is the fun of it all.” – Jason Prignoli

“We’re ambitious ourselves and we have ambitions for our units. And we’re going to encourage owners to think the same so that they can get the most they can out of this investment.” – Jake Lord

“You really need to be proactive. Know who are the people doing deals, building great relationships, thinking about brokers, bankers, insurance brokers, lenders, anyone who touches transactions you need to become and build relationships with and if you’re not interested in building those relationships, then maybe this isn’t the industry for you. Because this is an industry built on relationships.” – Jason Prignoli

Links Mentioned

Ethel Street Management website

Ethel Street on Facebook

About Jake Lord

As the Head of Operations, Jake oversees the day-to-day systems of the business, coordinating maintenance projects, leasing, owner and tenant experience, and general property management. Jake is also a licensed real estate agent in the state of PA. Aside from investing in Real Estate and taking on significant home renovation projects, Jake has held roles such as Director of Sales for a technology startup and Sales Engineer in commercial construction. He holds a BS in Mechanical Engineering from Penn State. Much of his family are contractors, realtors, and fix-and-flip investors so real estate quickly became a passion of his.

About Jason Prignoli

As the Head of Growth, Jason focuses on business development, finance, strategy, and customer experience. He has teamed up with Jake on every real estate investment to date. Jason has held roles such as Chief of Staff to a CEO of a technology startup supporting all areas of growth and scaling initiatives and also a Sales Engineer for a healthcare technology startup focused on advanced analytics. He holds a BS in Mechanical Engineering from Penn State and a Masters Degree from Dartmouth College. His dad is a real estate attorney and investor, so you can imagine the dinner table conversations growing up.

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:
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This episode is brought to you by the Lehigh Valley Private Equity Fund, a Regulation D, evergreen, private equity fund providing Accredited Investors an 8% annual preferred return and an overall annualized target return of 12 - 18%, through diversification in lending and acquisitions in the Lehigh Valley real estate market. To learn more book a no-commitment call with the fund manager here: https://www.lehighvalleyprivateequityfund.com/virtual-meeting

If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. Doing so helps us continue attracting the highest quality type of guests to interview and for you to listen to.

Check us out at our new website at: https://www.rei.mba/

Follow us on Social Media:
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✔️ LinkedIn
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Are you the type of investor who looks at the loan interest rate rather than the income you can create with your money? Take a moment to listen to this episode and rethink your strategies as Joe Marques shares his knowledge on how to use the velocity of money and create spreads to beat inflation!

Joe’s way of giving back is by educating people on this knowledge so they can take the right steps towards achieving financial independence and wealth. Today, Joe will focus on how to create spreads in the DeFi space and discuss risk curves and asymmetric investing.

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

What is the concept of the velocity of money?
What investors must realize to beat inflation.
What does creating spreads mean?
How to create multiple spreads on the same asset.
Using the velocity of money and creating spreads in the DeFi space.
Borrowing against your Indexed Universal Life (IUL) and putting the money into the DeFi space.
Combining the power of asymmetric investing with the velocity of money.

Tweetables:

“It's not the amount of interest you're paying, it’s whether or not you can create a spread with it.” – Joe Marques

“When you're financially independent, you can live an empowered life, you can live life on your terms, and you can impact a lot of people. If you're not financially independent it’s hard to impact anybody beyond your own space.” – Joe Marques

“The power of asymmetric investing is huge, especially when you combine it with the velocity of money. I highly suggest that everybody that is even thinking about being an investor, study both of those.” – Joe Marques

Links Mentioned

Joe Marques’ website

Joe Marques on LinkedIn

Joe Marques on Facebook

Ep 55: What Are The Pitfalls and Mistakes to Avoid Within Real Estate Land Development? With Joe Marques

About Joe Marques

The majority of Joe’s 39-year work experience has been in construction, project management, real estate development, and environmental remediation. Joe has been involved in numerous real estate development projects across the United States ranging from turnkey subdivisions, multifamily, 5,000 bed crew lodges, Gulf front condo’s, resorts, commercial buildings, mixed use, and marinas. He has also been involved in some unique projects in several countries in the Caribbean and South America. These projects have ranged in value from $1.2M to $100M plus.

His mission is developing real estate and entrepreneurs’ minds to get them to know who they are and how powerful they truly are.

Joe resides in Pensacola, FL with his lovely wife Debbie, 4 daughters, 2 sons and 15 grandchildren.

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:
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Spotify
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TuneIN
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This episode is brought to you by the Lehigh Valley Private Equity Fund, a Regulation D, evergreen, private equity fund providing Accredited Investors an 8% annual preferred return and an overall annualized target return of 12 - 18%, through diversification in lending and acquisitions in the Lehigh Valley real estate market. To learn more book a no-commitment call with the fund manager here: https://www.lehighvalleyprivateequityfund.com/virtual-meeting

If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. Doing so helps us continue attracting the highest quality type of guests to interview and for you to listen to.

Check us out at our new website at: https://www.rei.mba/

Follow us on Social Media:
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RV camp parks or campgrounds are a unique asset class that provides fantastic returns. It has a similar structure to hotels, but because of the amenities and activities that can be added, it becomes more like a resort-style destination.

Don Spafford of Happy Campers Capital joins us in this episode to discuss what makes RV camp parks unique. Our discussion details target returns, property management, bank underwriting, common mistakes to avoid, and the initial steps to take if you want to start investing in RV camp parks. Listen now!

Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!

Key Points from This Episode:

Why RV campgrounds are profitable.
How RV campgrounds compare with the multifamily asset class.
What makes RV campgrounds a unique asset class.
Don’s target returns on their RV campgrounds.
The target audience and market for RV campgrounds.
How Don evaluates markets and locations for the RV campground.
Campsite management.
The bank underwriting process for this asset class.
What are the common mistakes that operators of RV campgrounds make?
Things to consider when underwriting a deal in this asset class.
How to start investing in RV campgrounds.

Tweetables:

“I like being unique and different and this (RV campgrounds) gives me the opportunity to do that and you know, be the, I guess, the highlight of the party.” – Don Spafford

“Even if gas prices go insanely high, and people aren’t taking cross-country trips, they’re still going to go out and use them (RVs) somewhere, right?” – Don Spafford

“It’s not just a standard campsite which you can go to, you know, hundreds of those, but it’s more of like, ‘Hey, I want to go have fun. So I’m gonna go to this specific place to go and do fun things with our family and friends.’”

Links Mentioned

Don Spafford on LinkedIn

Don Spafford on Facebook

Happy Camper Capital website

About Don Spafford

Don Spafford has an educational and professional background in Finance and Securities Investing. He grew up most of his life around Omaha, Nebraska.

When his wife became a Realtor around 2010, it motivated him to want to learn how to invest in Real Estate. The family moved from Nebraska to Idaho in 2015 and it was there in Idaho where he got started.

He bought his first property, a four-plex, in 2017. Then two more, 18 months later. Then he began moving into commercial real estate, including ground-up development projects and eventually landed with Happy Camper Capital providing syndication opportunities in RV Campgrounds.

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:
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TuneIN
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This episode is brought to you by the Lehigh Valley Private Equity Fund, a Regulation D, evergreen, private equity fund providing Accredited Investors an 8% annual preferred return and an overall annualized target return of 12 - 18%, through diversification in lending and acquisitions in the Lehigh Valley real estate market. To learn more book a no-commitment call with the fund manager here: https://www.lehighvalleyprivateequityfund.com/virtual-meeting

If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. Doing so helps us continue attracting the highest quality type of guests to interview and for you to listen to.

Check us out at our new website at: https://www.rei.mba/

Follow us on Social Media:
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In episode #57, we had the opportunity to sit down with Kyle Swafford who is an Associate at Robinson Franzman, who is a commercial real estate finance law firm dedicated to assisting clients on capitalizing on opportunities and solving complex challenges. Kyle is passionate about helping his clients throughout the entire life cycle of their deals.

In this episode, we cover "The Most Common Mistakes Real Estate Investors Make with their Syndication Legal Documents". In addition we get into some really good material with regards to what operators need to look out for within their legal agreements with their 3rd party Property Management companies.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ Reviews at a high level overview all of the legal documents that are pertinent in a syndication.

✅ Common mistakes investors make within specific documents and also within their syndication structure

✅ Kyle reviews other legal agreements and pitfalls that investors need to make sure they are aware of and watch out for.

✅ And more.....

Kyle's Bio:
Kyle is an Associate at Robinson Franzman, who is a commercial real estate finance law firm dedicated to assisting clients on capitalizing on opportunities and solving complex challenges. Robinson Franzman is based in Atlanta, GA and serves clients across the United States in government guaranteed commercial real estate lending, commercial real estate finance matters, multifamily real estate acquisitions and dispositions, and general outside counsel matters for financial institutions.

You can reach out to connect and speak with Kyle by:
✅ LinkedIn: Kyle Swafford
✅ Email: kyle@rfllplaw.com
✅ Office Phone: (404) 255-2503

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:

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If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

Check us out at our new website at: https://www.rei.mba/

Follow us on Social Media:
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In episode #56, we had the opportunity to sit down with Damion Lupo. Damion is a seasoned real estate investor, entrepreneur and best selling author. Damion has a passion for helping and educate others to take control of their retirement through the power of "qualified retirement plans".

In this episode we cover "How to Educate Your Kids on Financial Matters and Why It is Important". Our children are our future and providing them with the proper education to finances is critical to both their futures and also the communities that they live and participate in.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ If you are a parent or are in a position to provide guidance to other children, what can you do to help teach kids about finances?

✅ Several different examples of what parents can do for their kids so they learn and "internalize" what they are learning.

✅ A few examples of just a few of many great nuggets taken from the interview:
“If you want to teach your kids anything, it needs to be normalized and then it will be automatic."
“We do not rise to the occasion. We fault to the level of our training."

✅ And more.....

Damion's Bio:
Damion is a professional real estate investor, serial entrepreneur and best selling author of 11 books. He is a 4-time college dropout, who actually was thrown out of one of the schools for opening a bookstore in his dorm room.

Damion became a multimillionaire by age 25 and then lost his $20 million empire by the age of 30. Damion rebuilt and reinvented himself and lives for a mission of freeing a million people from financial bondage.
He bought his 1st rental house with a VISA card, which snowballed into owning 150 rental houses in 7 states in less than 5 years.

Damion founded Total Control Financial in 2010 to help people achieve financial freedom. His company focuses on qualified retirement plans which are more flexible than IRAs or 401ks.

You can reach out to connect and speak with Joe by:
✅ Website: www.eqrp.co
Grab a copy of The QRP book and reach out to Damion and his team to learn more

✅ Check out Damion's Podcast: "Financial Underdogs":
www.financialunderdogs.com

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:

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If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

Check us out at our new website at: www.rei.mba

Please subscribe to our YouTube Channel: Real Estate Investor MBA

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In episode #55, we had the opportunity to sit down with Joe Marques who is an extremely successful and experienced developer. Joe has worked on projects ranging from $1.2M to $100M plus.

As I'm sure you are aware, there is a ton of information that one would need to know and be aware of when it comes to the world of Land Development. In this episode, Joe reviews on a high level some of the more common pitfalls and mistakes investors make so they can successfully navigate and avoid them on any future land development deals. This list is not all encompassing, but it is a great start!

“Using experts, saves you money. They are not a cost. They are an investment.”

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ How do you value land so you do not overpay for it?

✅ Due diligence pitfall items (feasibility, zoning, etc.)

✅ How do you finance land and the ticking time bomb if you choose the wrong financing product.

✅ How long do these projects typically take from start to finish?

✅ And more.......

Joe's Bio:
The majority of Joe’s 39-year work experience has been in construction, project management, real estate development, and environmental remediation. Joe has been involved in numerous real estate development projects across the United States ranging from turnkey subdivisions, multifamily, 5,000 bed crew lodges, Gulf front condo’s, resorts, commercial buildings, mixed use, and marinas. He has also been involved in some unique projects in several countries in the Caribbean and South America. These projects have ranged in value from $1.2M to $100M plus.

His mission is developing real estate and entrepreneurs’ minds to get them to know who they are and how powerful they truly are.

You can reach out to connect and speak with Joe by:
✅ Website: www.cowboyjoe.me
✅ All of Joe's courses are on there. If you are interested in speaking with Joe, you can set up a phone call with him on his website as well.
✅ Weekly calls: Joe conducts and holds weekly calls for land development and digital assets within cryptocurrency.

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:

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If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

Check us out at our new website at: www.rei.mba

Please subscribe to our YouTube Channel: Real Estate Investor MBA

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In episode #54, we had the opportunity to sit down with Tim Milazzo who is the cofounder and CEO of StackSource, a tech-enabled commercial real estate financing platform. StackSource has now completed more than $250 Million of commercial financing transactions. They are re-inventing the stagnant mortgage brokerage model with tech-enabled marketplace and service.

Prior to StackSource, Tim worked for tech giants Facebook and Google where he helped expand Business-to-Business marketplaces in ad tech. He also comes from a family with a history in real estate.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ What can the StackSource platform provide?

✅ How is the increase in interest rates impacting the capital markets for commercial real estate?

✅ How are the different capital market sources reacting to the current economic climate?

✅ And more.......

You can reach out to connect and speak with Tim by:
✅ Website: StackSource.com
✅ Email: tim@stacksource.com
✅ LinkedIn: Tim Milazzo

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:

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If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

Check us out at our new website to connect with us and sign up to apply for our Investor Club or stay in the loop in what we are working on.

Also check us out and subscribe to our YouTube Channel at RE Investor MBA.

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In episode #53, we had the opportunity to sit down with Krista Testani. Krista is a seasoned real estate investor and syndicator at Sharpline Equity. Her company operates more than 1,200 units across 6 different states valued at ~$72 million.

In this episode Krista covers her "6 Pillars of Asset Management and she gets into some detailed information.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ Krista shares all 6 pillars of what her company executes on

✅ Common mistakes multifamily investors make on the asset management side of the business

✅ And more.....

Krista's Bio:
Krista began her career practicing law for several years before her attention was drawn to real estate in 2009. She began acquiring single family houses, and transitioned into multifamily in 2012.

Krista joined forces with her partner Chris Jackson in 2016 and they formed Sharpline Equity Real Estate Investments. Krista has been involved in multifamily acquisitions of over 1,200 units in 6 states valued over $72 million dollars. Eight of their multifamily properties have gone full cycle. Sharpline has also owned managed and sold 50 single family homes in Syracuse, NY.

Krista is also the co-founder of the real estate networking group “Multifamily Apartment Investing Unveiled”. Krista’s primary goal in Multifamily Unveiled is to share her “learning moments” to help better prepare those interested in passive or active investing in Real Estate.

You can reach out to connect and speak with Krista by:
✅ Website: Sharpline Equity
✅ FB Group: Multifamily Unveiled

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Also check us out and subscribe to our YouTube Channel at RE Investor MBA.

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In episode #52, we had the opportunity to sit down with Damion Lupo. Damion is a seasoned real estate investor, entrepreneur and best selling author. Damion has a passion for helping and educate others to take control of their retirement through the power of "qualified retirement plans".

In this episode we cover the mistakes investors make when investing in real estate using their self-directed IRAs and how they can take control of their retirement through the use of qualified retirement plans. If you have never heard of qualified retirement plans before, or do not know the benefits of one, this is an episode you need to listen to.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ What are the mistakes that investors make when using their SDIRAs for Real Estate Investing?

✅ Overview of a Qualified Retirement Plan

✅ Compliance, rule, administering these plans, etc.

✅ "Control" and "Command" - the importance of knowing what these mean

✅ Contribution limits, prohibited transactions, how to structure these and more.....

Damion's Bio:
Damion is a professional real estate investor, serial entrepreneur and best selling author of 11 books. He is a 4-time college dropout, who actually was thrown out of one of the schools for opening a bookstore in his dorm room.

Damion became a multimillionaire by age 25 and then lost his $20 million empire by the age of 30. Damion rebuilt and reinvented himself and lives for a mission of freeing a million people from financial bondage.
He bought his 1st rental house with a VISA card, which snowballed into owning 150 rental houses in 7 states in less than 5 years.

Damion founded Total Control Financial in 2010 to help people achieve financial freedom. His company focuses on qualified retirement plans which are more flexible than IRAs or 401ks.

You can reach out to connect and speak with Whitney by:
✅ Website: eQPR.co
Grab a copy of The QRP book and reach out to Damion and his team to learn more

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If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

Check us out at our new website to connect with us and sign up to apply for our Investor Club or stay in the loop in what we are working on.

Also check us out and subscribe to our YouTube Channel at RE Investor MBA.

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In episode #51, we had the opportunity to sit down with Whitney Sewell from Life Bridge Capital. Whitney is a seasoned real estate investor, podcast host and philanthropist. His investment firm has accumulated over 1,000 doors and $300 million in AUM.

In this episode, we cover a very important topic, how Whitney went from 0 in 2017 to over $300 Million in AUM today and his ability to raise tens of millions of dollars in a matter of hours for his real estate deals. We cover quite a few tips and concepts during this interview that honestly can translate to everyone's businesses and how they interact with others.

This episode is a must listen to interview if you are interested in making an impact in your life, your family's life and in your investors' lives as well.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ "Show up to give". (Such a tremendous story and outlook. It is a mindset shift that will pay dividends)

✅ A Key Aspect that is Missing from the "Know, Like and Trust" triangle. (This one right here is the difference maker. So good!)

✅ Consistency is Key

✅ Attracting and bringing in talent to help scale your business

✅ How is Whitney's team preparing and underwriting the risk of interest rate increase and impact on the RE market?

✅ And more....

Whitney's Bio:
Whitney Sewell is a seasoned real estate investor, podcast host, and philanthropist. He is CEO and founder of Life Bridge Capital, a multifamily syndication investment firm with 1,000 doors and $300 million in assets under management.

Whitney was able to scale his business at a groundbreaking pace - starting from nothing in 2017 to now consistently raising over $10 million in a few hours. His daily podcast, The Real Estate Syndication Show, has featured over 1200 experts in the field.

Whitney recently founded his new non-profit, The Life Bridge Foundation - the latest exciting development in his commitment to donate 50% of his profits to support orphans and their adoptive families. Whitney and his wife Chelsea have 3 children by adoption and love spending their free time together in the great outdoors at their home in the country.

You can reach out to connect and speak with Whitney by:
✅ Website: Life Bridge Capital
✅ Foundation (learn more): Life Bridge Foundation

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If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

Check us out at our new website and learn how to work with us.

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In this episode, we had the opportunity to sit down with Gary Lipsky from Break of Day Capital. Gary is an accomplished real estate entrepreneur who is experienced in the asset management side of the business.

In this episode, we cover a very important topic, "Asset Management 101: Creating Your Own MAP". There is so much news and excitement being shared about "just closing on this 50-unit", or "just closing on this 100-unit", which is great to see. However, the real magic that is not shared as much is executing that business plan to maximize your ROI, which in effect maximizes your NOI. And this is accomplished through Asset Managing your investment.

This episode is a must listen to interview if you are interested in maximizing your ROI, so you can maximize your NOI.
Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ Asset Management checklist

✅ 3 Pillars of Asset Management (MAP)

✅ Interacting with the 3rd party property management company

✅ What KPIs are evaluated and tracked

✅ How to mitigate your risk through preparation

✅ And more....

Gary's Bio:
Gary is a real estate entrepreneur who focuses on Multifamily Syndication and currently has $65MM AUM. He is the President of “Break of Day Capital”. Gary is also the host of the “Real Estate Asset Management” Podcast, where he speaks with various experts in the real estate industry to help educate asset managers. Gary is also the best-selling author of “Best in Class” and is the founder of the “Asset Management Summit”.

You can reach out to connect and speak with Gary by:
✅ Website: Break of Day Capital
✅ Check out Gary's book: 'Best in Class'
✅ Podcast: Real Estate Asset Management podcast
✅ Social Media: Connect with Gary on Instagram @breakofdaycapital, Facebook and LinkedIn

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:

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If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

Check us out at our new website at: REI.MBA

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Best In Class: How to Manage Your Multifamily Asset, Avoid Mistakes, and Build Wealth through Real Estate

In episode #49, we had the opportunity to sit down with Brandon Hall who is a Managing Member at The Real Estate CPA firm. Brandon is a very knowledgable CPA who specializes with primarily working with only real estate investors and business owners.

In this episode, we cover a very important topic, "How to Qualify as a Real Estate Professional for your "Tax Status". I have heard bits and pieces of how to qualify and the benefits of qualifying over the years, but I never had everything explained to me so succinctly before. This episode is a must listen to interview if you are interested or even contemplating trying to qualify for this tax status.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ What exactly is this tax status and why would a real estate investor want to qualify for this status?

✅ Are there any exemptions to receive the 'benefits of qualifying', if you do not qualify?

✅ A brief explanation of the value of money theory.

✅ "How" to actually qualify. There are 2 steps and several "tests" or criteria that you must meet in order to qualify. We go through some on these in detail.

✅ Documentation tips and suggestions.

✅ And More....

Brandon's Bio:Brandon Hall is a Managing Partner at “The Real Estate CPA” and is also a real estate investor. His area of focus is Tax Planning. His firm prides themselves on working with only real estate investors and business owners. He has a Bachelors of Science degree in Accounting and Finance from Eastern Carolina University and has worked for PriceWaterhouse and Ernst and Young in the past.

You can reach out to connect and speak with Brandon by:
✅ Website: www.therealestatecpa.com

✅ Download a Free Guide for 'Qualifying as a RE Professional'

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:

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If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

Check out our website at www.realestateinvestormba.com

Follow us on Social Media:
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In episode #48, we had the opportunity to sit down with Travis Watts who is the Director of Investor Relations with Ashcroft Capital. Travis is also a full-time passive investor who made the decision to transition from active investing to passive investing in real estate deals. You got to give a listen to his story on why he made this transition and how he manages his portfolio.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ Active vs Passive investing: Trade-offs and upsides to both

✅ Why Travis decided to make the transition from active to passive investing

✅ What type of due diligence do you need to perform as a passive investor when investing in real estate deals.

✅ Common mistakes new passive investors make.

✅ And More....

Travis's Bio:Travis Watts is a full-time passive investor. He has been investing in real estate since 2009 in multi-family, single-family and vacation rentals. He is also the Director of Investor Relations at Ashcroft Capital. He dedicates his time to educating others who are looking to be more “hands off” in real estate.

You can reach out to connect and speak with Travis by:
✅ https://ashcroftcapital.com/travis/
✅ https://www.calendly.com/traviswatts

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If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

Check out our website at www.realestateinvestormba.com

Follow us on Social Media:
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In this episode, we had the opportunity to sit down with Vince Small and Mike Maurer from FD Fund Administration, for an interview. This interview continued our mini-series on "A Look Behind the Curtain of a Private Equity Fund".

If you have never heard of a Fund Administrator, this is a great episode to listen to.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ What exactly is a Fund Administrator?

✅ What type of operators are most likely to use a Fund Administrator?

✅ Complexity of fund valuations when evaluating a multi-asset fund

✅ Looking at predictions in the commercial real estate market

✅ And More....

Vince's Bio:
Vince has over 20 years of experience in the financial services industry and partnership accounting, with the last five years, focused on Real Estate. Prior to joining “FD Fund Administration”, he held the position of Controller for a multi-billion dollar real estate family of funds, overseeing the accounting and reporting for several of their Real Estate partnerships with over $2 billion in commitments.

Earlier in his career, Vince was Chief Financial Officer and Chief Compliance Officer for an investment advisor with over $800 million in assets under management. He spent six years with PwC as an Audit Manager in their financial services group, where he focused primarily on audits of large mutual fund companies and alternative investment clients.

Mike's Bio:
Mike has over 20 years of experience in finance and analytics, including nine years in commercial real estate and five in private equity. Prior to joining “FD Fund Administration”, he was Director of the valuations and analytics functions for a multi-billion dollar real estate family of funds. Mike also held various roles with Capmark Financial Group (formerly GMAC Commercial Mortgage) in its Global Treasury and Financial Planning and Analysis groups. Early in his career, he led accounting and risk management operations in the telecommunications, technology and healthcare sectors.

You can reach out to connect and speak with Vince and Mike by going to their website at www.fd-fa.com.

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:

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If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

Check out our website at www.realestateinvestormba.com

Follow us on Social Media:

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In this episode, we had the opportunity to sit down with Ashley Kobovitch, a Regional Director from CREXI, for an interview. If you have never heard of CREXI before, you definitely need to check this platform out!

Right from its website, "CREXI is the commercial real estate industry’s fastest-growing marketplace, advanced technology and data platform dedicated to supporting the CRE industry and its stakeholders. Crexi enables commercial real estate professionals to quickly streamline, manage, grow their businesses, and ultimately close deals faster. Since launching in 2015, Crexi has quickly become the most active marketplace in the industry. With millions of users, the platform has helped buyers, tenants and brokers transact and lease on over 500,000 commercial listings totaling more than $1 trillion in property value."

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ High-level Description of what CREXI is.

✅ What Can Investors Expect from Deal Flow

✅ What Can Brokers Expect from the Platform

✅ Auctions, Data Analytics, Comparables and More...

Ashley's Bio:
Ashley Kobovitch is a seasoned sales professional with over ten years of experience in software sales. She has earned numerous awards for being a top producer, including Executive, with the largest global deal and frequent annual President’s Clubs winner.

She is currently the Regional Director of the Northeast at Crexi, the nation's fastest growing CRE platform. Her primary goal is to help enhance brokers' business and empower her clients to better leverage technology in closing more deals. She was born and raised in New Jersey and is a University of Delaware alumni.

✅ You can reach out to connect and speak with Ashley by connecting with her on LinkedIn

✅ Also check out www.crexi.com

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:✔️ YouTube

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If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

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In this episode, we had the opportunity to sit down with Kerry Faix and Steve Lloyd from Stone Bay Holdings for an interview. In this fast paced interview, we covered a lot of material together. If you want to learn how to raise money effectively, efficiently prioritize your skill sets or catapult your way to success in real estate you absolutely have to listen to this interview.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ How to turn adversities and challenges into opportunities.

✅ How to Raise Capital effectively.

✅ Relationship building is the key to success.

✅ Creating a company culture for success is more important than one might think.

✅ And More....

Kerry's Bio:
Kerry Faix is an entrepreneur, real estate investor, and Chief Operating Officer and Founder of Stone Bay Holdings LLC (SBH) since 2013. With extensive experience in building companies from the ground up, she owns and operates a $225 million real estate portfolio, which she oversees the operations. She has partnered on the purchase of a $27.5 million, 558-unit apartment in GA that sold a little over a year later for $41 Million, and her most recent accomplishment was partnering on a $75 million apartment complex in the same area. She is passionate about helping others achieve their dreams and build their businesses.

Steve's Bio:
Steve Lloyd is the Founder of Stone Bay Holdings LLC, an expert at raising capital, with over $175 million in real estate and has raised over $200 million in private capital. Steve lives in Sarasota, Florida, where he owns multiple vacation rentals on Siesta Key, and spends his free time mentoring entrepreneurs and investors, with a passion for helping others live their best lives.

You can reach out to connect and speak with Kerry and Steve by:

✅ Both Steve and Kerry have been part of some books. Here is the link to a free download of them: https://kerryfaix.com/free

✅ Social Media:
Kerry Faix:
- Instagram
- LinkedIn

Steve Lloyd:
- Facebook

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:✔️ YouTube

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If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

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In this episode, we had the fortunate opportunity to bring Gene Trowbridge back onto the show.

I am sure you have heard terminology such as "Joint Venture", "JV" and "Syndication" being thrown around and discussed when you hear about different real estate deals. But do you really know the difference between the two?

Accurately knowing the difference between both "Joint Ventures" and "Syndications" and using each of them correctly, can either put you on the right side or the wrong side of the law.

In this particular episode, Gene shares a presentation that he has put together for our community reviewing the Securities Law and highlighting the difference between both Joint Ventures and Syndications. You absolutely have to listen to this interview.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ Moving from Joint Venture (JV) to Security

✅ What are the differences between the two?

✅ What is a Joint Venture and how does it work?

✅ What is a Security and what do you need to know?

✅ And More....

Gene's Bio:

As the founding partner of Trowbridge Law Group LLP Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Between Gene’s individual syndication practice and the firm’s legal practice, the partners in the firm have written offerings for more than $5 Billion of money raised. The median offering size is $2.5M. His practice writes offerings under Rule 506(b) and 506(c) of Regulation D and Regulation A+.

As former syndicator, who for ten years raised investor capital through the broker dealer community, he is able to communicate with his clients on both the technical and the practical aspects of state and federal securities laws.

As a long time CCIM and CCIM Senior Instructor, now having attained Senior Emeritus status, Gene won numerous awards for his teaching ability. His book “It’s a Whole New Business!” is really a how-to manual on real estate syndication.

You can reach out and speak with Gene by going to his:

✅ Website: https://trowbridgelawgroup.com

✅ Phone: (949) 507-1507

✅ YouTube Channel: Check out "Trowbridge Law"

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms: YouTube

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If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

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In this episode, we had the fortunate opportunity to bring Gene Trowbridge back onto the show. Raising capital successfully and legally are hot topics right now, and are also very important to master and do well. Not doing one of these correctly can either having you spinning your wheels not showing much results for your efforts, or it could land you in a lot of legal trouble.

In this particular episode, Gene shares with our our community with a powerpoint presentation on "SELLING THE SIZZLE". One fact that we love about Gene is that he used to be a Syndicator, raising a lot of money for development projects. He is intimately aware what investors and syndicators go through when evaluating a deal, the timing of due diligence and raising capital and all of the nuances of investor relations.

Gene is going to share his secret formula created through trial and error over the years on how he successfully raised capital for his projects. You need to SELL THE SIZZLE. You absolutely have to listen to this interview.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ The "Sizzle" of Real Estate.

✅ The "Sizzle" of Your Part of the Real Estate World.

✅ The "Sizzle" of Having You Manage Their Money

✅ The "Sizzle" of Your Deal

✅ And More....

Gene's Bio:

As the founding partner of Trowbridge Law Group LLP Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Between Gene’s individual syndication practice and the firm’s legal practice, the partners in the firm have written offerings for more than $5 Billion of money raised. The median offering size is $2.5M. His practice writes offerings under Rule 506(b) and 506(c) of Regulation D and Regulation A+.

As former syndicator, who for ten years raised investor capital through the broker dealer community, he is able to communicate with his clients on both the technical and the practical aspects of state and federal securities laws.

As a long time CCIM and CCIM Senior Instructor, now having attained Senior Emeritus status, Gene won numerous awards for his teaching ability. His book “It’s a Whole New Business!” is really a how-to manual on real estate syndication.

You can reach out and speak with Gene by going to his:

✅ Website: https://trowbridgelawgroup.com

✅ Phone: (949) 507-1507

✅ YouTube Channel: Check out "Trowbridge Law"

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:

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If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to. Check out our website at www.realestateinvestormba.com

Follow us on Social Media:

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In this episode, we had the opportunity to sit down with Suzy Sevier and Michael Barnhart for an interview. We cover quite a few topics within our 30 minutes together. If you are worried about investing out of state or in a different market or have been dabbling around with getting started in multifamily investing, you absolutely have to listen to this interview.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ How they got involved in real estate and how quickly they scaled from 0 units to close to 200 units in less than 18 months.

✅ Dissecting their 1st deal. How did they find the deal, their partners, their vendors to work with all from several thousand miles away?

✅ Due diligence and asset management systems.

✅ Not reinventing the wheel. Learning from the best. And then TAKING ACTION!!! Maintaining the momentum.

✅ Suzy and Michael's next actionable step suggestions. These are actionable steps that you can do today!

Suzy and Michael's Bio:
Suzy and Michael are the Founders of Adventurous Real Estate Investors. They specialize in a different ROI – “Return on Impact”. Through real estate investing they create immeasurable impacts; in their family, with their friends, in their community, with the residents they serve….. in the spaces where they want to be generous.... everywhere and anywhere!

Their adventure began at a TEDx event — the theme was Reset — and it changed their lives. They took the event to heart and used that theme — Reset — as a launching point to regain control of their lives, secure financial freedom, create a long-lasting impact, and discover their “why.”

Their “why” is to achieve financial freedom through real estate investing so they can serve others all over the world. They want to be able to explore this beautiful world and experience all that it has to offer. They want to create an impact where it is needed most, and want to share this journey with others by offering impactful investment opportunities to their partners, and to give back by mentoring others along the way to help them check off their bucket list items now, not after retirement.
Reset. Adventure on. Make an impact.

You can reach Suzy and Michael by visiting him at https://adventurousrei.com/info.

Please subscribe to the Real Estate Investor MBA Podcast on the following platforms:

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If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

Check out our website at www.realestateinvestormba.com

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In this episode, we set down with the executive team of the Lehigh Valley Private Equity Fund.

We thought it would be fun to pull back the curtain of a private equity fund and see what the actual thought processes and discussions on certain topics looked like and how they evaluated different assets and risks.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are just a few of the discussion points that we covered during the interview:

✅ Fund structure
✅ Why a multi-asset fund versus a 1-asset syndication
✅ Strategy of acquisition schedule / deployment of capital
✅ Challenges of starting a private equity fund

You can reach Jeff Cella, John Levine or Tejas Gosai by:
✅ Website: https://www.lehighvalleyprivateequityfund.com/
✅ Phone: 610-673-0073
✅ Email: admin@lvpefund.com

Jeff Cella's Bio:
Jeff has over 25 years of commercial lending experience working in the Lehigh Valley for various regional and national banking institutions. Jeff started his first private equity fund in 2011 under Regulation D (the “Conquest Fund”), with the Conquest Fund targeting the residential real estate investor looking for purchase and rehab loans. He started a second lending fund, CF FUND II in 2018 when the offering received qualification under the SEC pursuant to Regulation A. Conquest Funding and CF FUND II have generated over $47 million in loans financing over 410 projects and as of the date of this Memorandum, have never missed an interest payment to any investor. Jeff is responsible for all areas of management and operations of these funds. Jeff personally reviews each loan application with his lending team before committing to make a loan because he values quality of quantity when making loans.

John LeVine's Bio:
John has spent over 25 years in the real estate sector having started as the Director of Taxation for one of the largest strip center developers in the country at the time. John consultant for, at the time, a small New York City-based shopping center owner that was ramping up its organization, embarking on an acquisition spree that created a company that went from $30 million worth of assets to well over $500 million in the period of three (3) years. John is currently the Chief Investment Officer of LVPEFUND.

Tejas Gosai's Bio:
Tejas has over 20 years of real estate experience including real estate development, property management, and commercial finance. With a focus on creating generational wealth for his investors, Tejas constructed, opened, and operated over a dozen major hotels, gas stations, multi-family assets, and developed retail & strip malls totaling over $75MM in real estate holdings. Combining his experiences, Tejas created one of the fastest-growing commercial real estate firms specifically focused on the Allentown, Bethlehem, and Easton markets. He and his firm ranked in the top 100 teams in America, closing over $100M in volume. He has created a proprietary, media-based interfacing technology, that unlocks Lehigh and Northampton property owners throughout various commercial & residential asset classes. This technology is used to deliver unfettered access to off-market inventory exclusively for the Lehigh Valley Private Equity Fund.

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In this episode, Kyle Candlish sits down with us for an interview where he provides 7 different options, other than the 1031 exchange, that are available for investors to either defer or eliminate capital gains in real estate.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are just a few of the 7 options that we covered during the interview:

✅ Deferred Sales Trust (DST)
✅ Monetized Installment Sale
✅ Qualified Opportunity Zones / Funds
✅ And 4 More Options!!!!! Some that we never even heard of before!

Kyle's Bio:
Kyle earned his B.S. at Sacramento State University in Entrepreneurship while also competing on scholarship for 4 years on the golf team. Kyle's experiences on the course helped mold his approach in the business and finance world. Just like there are multiple ways to approach a golf shot, there are multiple ways to approach your finances.

Through this approach Kyle has interviewed and researched multiple ways to defer or reduce capital gains tax other than a 1031 exchange. Having not been a fan of the 1031, through what he felt were limitations, Kyle initially started with 2 alternatives that he helped his clients implement. Over the past year with word that the 1031 might go away, he did more research on a few other options that he had heard of. As of today, that list is currently at 7.

You can reach Kyle by linking up with him on LinkedIn. Send him a message to connect and tell him you watched this podcast. Or you can email him at kcandlish@spencerfs.com

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In this episode, Minal Babaria joins us to provide an explanation of some of the tax plan proposals coming out of the Joe Biden Administration and the implications of those proposals for Real Estate Investors if any of them are voted into law.

If you missed Minal's prior interview, please be sure to check out Episode #27!

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ What specifically is proposed to change? Or as Minal said, "Let's ask this.... What is NOT changing?"

✅ Timeframe of when we expect a decision to be made and go into effect.

✅ Could any of these proposed changes be "retroactive"?

✅ And More....!!!

Minal's Bio:
Minal Babaria is the President and Founder of KB Tax Deviser CPAs, an industry-leading full-service tax and accounting advisory firm, serving clients remotely throughout the United States. Minal specializes in serving small businesses' needs through customized, innovative tax strategies.

Minal is a leader in her field, having received extensive training in tax code, to become one of only 700 designated Certified Tax Coaches in the United States. Most accountants simply know how to file taxes correctly, whereas Minal specializes in value-priced tax strategies that identify loopholes, deductions, and credits, saving her clients an average of $10K-$175K in taxes every year.

You can reach Minal by visiting her at: https://www.kbtaxdevisers.com/

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In this episode, the one and only Josh Ferrari sits down with us for an interview and he drops some serious content, one after another for the entire show with regards to investing in Multifamily properties. You got to listen to this interview.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ How he raised $6M in capital and soft commitments in 30 Days!

✅ Money Raising Challenge - What it is and how to participate. See CreativeCapitalChallenge.com

✅ Competitive Advantages - Tons of great tips to create this for your businesses!

✅ Underwriting Tips

✅ Common Mistakes and How to Avoid Them

✅ Josh's next actionable step suggestions. These are actionable steps that you can do today!

Josh's Bio:
Josh found the world of real estate through exploring the concept of wealth creation. He asked himself, “How am I going to ever make enough money to live the lifestyle I want and create a legacy and stability for my family?” This is when he found real estate.

Josh specializes in raising private capital, locating, negotiating, & acquiring value-add multifamily assets, & teaching others how to follow in his footsteps. In less than 3 years within his real estate investing journey, he has raised over $7 Million.

You can reach Josh by visiting him at www.FerrariCapital.com.

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In this episode, Bruce Stankavage sits down with us for an interview and we cover a wide range of topics all related to Self Storage Investing.

Remember, this is your MBA. Have a notepad handy and get ready to take some notes!

Below are few topics that we covered during the interview:

✅ What skills he learned working for the McDonald's Corporation with with site identification, were transferrable to self storage investing.

✅ What are the common mistakes new self storage investors make?

✅ How technology is impacting self storage.

✅ Underwriting deals and what to focus on.

✅ Debt financing options for self storage.

✅ Bruce's next step suggestions. These are actionable steps that you can do today!

Bruce began investing in the self-storage industry in 1999 co-founding North State Storage to own and manage self-storage assets. He acquired both operating facilities and also land where he developed ground up new construction. In 2013 his company sold 13 self-storage locations for approximately $55 million. Shortly after, Bruce co-founded another company called Outbox Self Storage to own, manage and develop self-storage facilities.

Prior to entering the self-storage space, Bruce was an Area Real Estate manager for McDonald’s Corporation. He performed market analysis, financial underwriting and site acquisition duties for restaurant expansion in North and South Carolina. Bruce began his real estate career in 1993 as a commercial broker in the Raleigh-Durham area. Over the course of his career, he has completed over $250 million worth of real estate transactions.

You can reach Bruce my phone or email. His phone # is: (843) 331-2339 and his email is: bstankavage@me.com.

If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

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In this episode, George Antone sits down with us for an interview and challenges a lot of investing concepts that you might have been taught. He dives very deep into content and covers the topic of "Capital Structures". If you have never heard of this before, this episode is a must listen to. If you heard of this concept before, again, this episode is a must.

Have a notepad ready to take some notes!

Below are few topics that we covered during the interview:

✅ What is a Capital Structure and why is it important?

✅ The biggest mistakes investors make when creating capital structures.

✅ Real Estate is all about spreads. However, most investors are measuring the wrong metrics to determine a key spread. George explains what to measure in detail.

✅ Measuring volatility when using leverage.

✅ The importance of reserves. And why money just sitting in the bank might be the best investment decision you make.

✅ George is giving access to free software. Details below.

George Antone, the author of 3 best-selling books, is a thought leader in the investing and finance space. George is the founder of Fynanc LLC (pronounced “finance”); a company that transforms people and investors into finance hackers, bringing them closer to their financial goals and a more fulfilling lifestyle through education and software.

To obtain the free software, go to:
➡️ www.InvestZen.com and add your name to register

George's 3 best-selling books:
➡️ The Wealthy Code
➡️ The Banker's Code
➡️ The Debt Millionaire
➡️ Get George's books here: https://www.amazon.com/George-Antone/e/B008IPSQY6%3Fref=dbs_a_mng_rwt_scns_share

If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment here. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

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In this episode, Barry Wolfe sits down with us for an interview and discusses the current market for NNN properties and why investors should also take a look at them instead of only focusing on multifamily type assets.

Below are few topics that we covered during the interview:

✅ NNN properties can have 0% operating expenses if structured correctly.

✅ How to evaluate a NNN property.

✅ Watch out for the Sale Lease Back! Barry explain why.

✅ What specifically is a Ground Lease?

✅ Discussion on how passive this asset class can be.

Barry is currently with Marcus & Millichap and he specializes in the sale of single-tenant properties and shopping centers and has successfully assisted his client in selling more than 570 properties with a value exceeding $1.65 billion, having closed sales in over 40 states across the U.S.

Barry has been recognized by such publication as Real Estate Forum Magazine and Costar as being among the top brokers nationally and is frequently quotes in the Daily Business Review and other publications regarding matters affecting the real estate market.

Prior to joining Marcus and Millichap in 2001, Barry was a practicing attorney in both private practice and in-house counsel with for a publicly related NYSE company where he ran the legal real estate department.

You can reach out and connect with Barry by phone and LinkedIn.
➡️ LinkedIn: https://www.linkedin.com/in/barrywolfecre/
➡️ Phone #: 954-245-3493

If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

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In this episode, Jerry Kranzel sits down with us for an interview and discusses the current state of affairs of the suburban and CBD (central business district) office sector as a whole and specifically around Philadelphia, PA

Below are few topics that we covered during the interview:

✅ High-dense cities, office and thoughts on a new normal.

✅ Current Suburban and CBD physical occupancy within office.

✅ Why we have not seen many distressed sales in the section yet.

✅ Sub-lease space and why it is an important metric to track.

Jerry joined CBRE in 2012 and is a Senior Vice President with CBRE Capital Markets in Philadelphia and is a senior member of CBRE’s Institutional Properties Group.

Jerry has consistently been a top producer over his 20+ years of experience in investment sales, specializing in the sale of suburban and CBD office. His clients have included REITs, institutional and private equity owners and corporates sellers.

Prior to joining CBRE, Jerry held senior positions in investment sales with Jones Lange LaSalle and Cushman and Wakefield. And just to name a few of the clients represented, which includes: AIG, Bank of America, Children’s Hospital of Philadelphia, DuPont, Invesco, JP Morgan, Northwestern Mutual, Vanguard, Wells Fargo.

You can reach out and connect with Jerry by phone and by email. His phone # is: 215-561-8954. His email is: jerome.kranzel@cbre.com

If you like what we are doing and see that we are providing a lot of value, please be sure to leave us a 5-star review and positive comment. In doing so, this helps us continue to attract the highest quality type guests to interview and for you to listen to.

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In this episode, Drew Maconachy sits down with us for an interview and blows the doors down with the amount of content and value that he provides us in just ~35 minutes, that it to conduct the interview. I personally went back and listened to this episode several times and took several pages of notes!

Not to spoil too much of it, but to name a few topics that we covered during the interview:

✅ Shares a common misconception with umbrella policies. (We discussed this one in a little more detail during the interview.)

✅ If you are raising capital for your deals, there is an insurance product that you need to be aware of. (We also cover this one in a little bit of detail as well).

✅ Several policies / coverages that are not as well known. Drew provides an example of where a client lost ~$800k due to not having a specific type of coverage that Drew discusses.

✅ Checklist during an operator's underwriting and due diligence process specific to insurance.

Drew owns and operates Maconachy Stradley Insurance, one of the fastest organically growing agencies in the country.

Drew focuses on insuring Real Estate related risks and insures over 5000 doors across the county with a goal to insure 20,000 by year end 2022. He breaks down complicated insurance concepts in a manner that is easily understood.

Insurance is such an important component within real estate investing and sometimes the type of coverages can be easily overlooked by how cheap of a policy one could find. Having experts like Drew on the program is great, because it helps highlight how valuable a role your insurance agent or broker plays and why they must be on your team.

You can reach out and connect with Drew by phone and by email. The general office line is 330-966-5170. His email is: dm@macstrad.com

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In this episode, Yosef Lee sits down with us for an interview to share with us how he went from 0 to 44 units on his first real estate deal. You got to check this interview out! During the interview we cover the following topics, just to name a few:

✅ Shares his reason why he started in real estate and why straight to larger multifamily buildings.

✅ Details on his first deal (44 units in Kansas City, MO)

✅ The importance of asset management and not just focusing on the acquisition side of the business

Yosef Lee is a Believer, Father, Lawyer, Multifamily Apartment Syndicator and Investor, People connector, Status-quo hater, Strategic planner/Action taker, Pilate’s studio owner, Entrepreneur wannabe.

He has a vision to take back the control of his Time through financial freedom. He started his journey of acquiring cash-flowing multifamily apartment as a tool to create generational wealth and to achieve financial freedom.

Along this journey, he would love to make changes in others’ lives and empower them to live their lives on their own terms.

You can reach out and connect with Yosef on social media. He is on the major social media platforms and his handle is "yosefyourbrosef". Here is his LinkedIn link: https://www.linkedin.com/in/yosefyourbrosef/

Check out our website at www.realestateinvestormba.com

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In this episode, Gene Trowbridge sits down with us for an interview to share his vast knowledge of how to raise capital legally for your real estate deals. During the interview we cover the following topics, just to name a few:

Gene provides a succinct history of 506 Regulation D and why it came into existence.
Details on when to begin the PPM process when you find a deal.
Documentation that you need to keep of your investors and interactions
Responsibilities of both syndicators and passive investors in their due diligence when discussing a specific asset / deal.

As the founding partner of Trowbridge Law Group LLP Gene’s law practice concentrates on the syndication of commercial and investment real estate, through both debt and equity. Between Gene’s individual syndication practice and the firm’s legal practice, the partners in the firm have written offerings for more than $5 Billion of money raised. The median offering size is $2.5M. His practice writes offerings under Rule 506(b) and 506(c) of Regulation D and Regulation A+.

As former syndicator, who for ten years raised investor capital through the broker dealer community, he is able to communicate with his clients on both the technical and the practical aspects of state and federal securities laws.

As a long time CCIM and CCIM Senior Instructor, now having attained Senior Emeritus status, Gene won numerous awards for his teaching ability. His book “It’s a Whole New Business!” is really a how-to manual on real estate syndication.

You can reach out and speak with Gene by going to his website: https://trowbridgelawgroup.com

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In this episode, Fuquan Bilal sits down with us for an interview to share some great information about how he is able to buy real estate at a discount in this current real estate market. During the interview we cover the following topics, just to name a few:

We talk about adversity and how your purpose and your passion can fuel your perseverance.
Purchasing tax liens as a strategy to get real estate at a discount.
Building up cash reserves to take advantage of great opportunities that will be coming down the road.
We discuss some real market risks that Fuquan sees in the market and how he mitigates those.

Fuquan Bilal has 21 years of experience investing in the residential and commercial real estate industry. In 2012, he began purchasing single-family performing and non-performing mortgage notes. Fuquan operates several funds, and he effectively hedges investors' risk by spreading their investment across a portfolio of alternative assets that diversify and stabilize the fund's return and valuation.

You can connect with Fuquan by reaching out to him on LinkedIn or looking him up on other social media platforms.

LinkedIn: https://www.linkedin.com/in/fuquan-bilal-9a28002b/

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In this episode, Yonah Weiss sits down with us for an interview to share valuable information pertaining to Cost Segregation and how real estate investors can take advantage of this. During the interview we cover the following topics, just to name a few:

What is cost segregation and why is it beneficial to real estate investors?
Is cost segregation just for multifamily apartments or can it be applied to other asset classes? (Hint: There are some other asset classes that this strategy can work even better for.)
Discuss accelerated depreciation and what that may look like.
Time frame aspects of completing a cost segregation study.
How big of a property do you need to buy for it to make sense to complete a cost segregation study?

Yonah is a powerhouse with property owners' tax savings. As Business Director at Madison SPECS, a national Cost Segregation leader, he has assisted clients in saving tens of millions of dollars on taxes through cost segregation. He has a background in teaching and a passion for real estate and helping others. He’s a real estate investor and host of the top podcast “Weiss Advice”.

There are quite a few ways to follow, connect and stay in touch with Yonah:

Website: www.yonahweiss.com

LinkedIn: https://www.linkedin.com/in/cost-segregation-yonah-weiss/

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In this episode, Dan Zitofsky sits down with us for an interview to share valuable information that he has gained over 30+ years of investing in real estate.

Dan specifically discusses the importance of knowing your "why" and staying true to that in pursuit of your goals within business. Dan also shares his unique investment model that he is executing on right now. He is focused on investing in single family houses within emerging markets, and incorporates a seller financing component to his model as well, where Dan can also be the "bank". Dan's passion for teaching and helping others comes through when he speaks. This is a must listen to episode.

Dan is a #1 best-selling author of his first book “Passive to Prosperous”. Dan has closed more than 1000 fix and flips, 650 rental properties, 800+ doors in multi-family projects and more than 1,000 private money and non-performing note transactions, raising over $30 million dollars in new investor money.

Dan is an International Speaker and Educator on “Raising $1 Million Dollars of More in 90 days or Less”, “Creating True Passive Wealth Becoming the Bank” and the newest Webinar, “Creating over $10,000 Monthly in a Passive Income Rental Portfolio”

There are quite a few ways to follow, connect and stay in touch with Dan:

You Tube Channel
https://www.youtube.com/channel/UCVgY-bS7i2V5uonnEetGvwA?sub_confirmation=1

Facebook Group
https://www.facebook.com/groups/becomearealestateinvestorwithdanzitofsky

Dan's Free Cheat Sheet
https://www.passivewealthacademy.com/42K

Instagram
https://www.instagram.com/danzitofsky/

1 Best Selling Book (Passive to Prosperous)

https://amzn.to/3fwWICD

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Passive To Prosperous: Stop Chasing Money and Start Seeing Prosperity Through Passive Wealth

In this episode, Minal Babaria joins us for an interview to discuss the importance of developing a winning tax strategy if you invest in real estate, along with some common overlooked deductions that investors can take advantage of.

Minal is President and Founder of KB Tax Deviser CPAs, an industry-leading full-service tax and accounting advisory firm, serving clients remotely throughout the United States. Minal specializes in serving small businesses' needs through customized, innovative tax strategies.

Minal is a leader in her field, having received extensive training in tax code, to become one of only 700 designated Certified Tax Coaches in the United States. Most accountants simply know how to file taxes correctly, whereas Minal specializes in value-priced tax strategies that identify loopholes, deductions, and credits, saving her clients an average of $10K-$175K in taxes every year.

You can reach Minal at: https://www.kbtaxdevisers.com/

Check out our website at www.realestateinvestormba.com

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In this episode, Greg Boots joins us for another interview (Part 2 of 2), where he delivers a "mind bending" advanced strategy that one can utilize in order to generate additional tax free wealth. You do not want to miss this episode!

Greg is the founder and CEO of Executive Wealth Solutions and is also one of the founding Members and CEO of Anderson Retirement Solutions. Greg is the author of “Private Vault: A Guide to Building Tax-Free Income in the New Economy”. Greg works with clients nationwide on executive wealth accumulation, non-qualified plans, retirement income planning, and college funding.

Greg is a licensed attorney and in 2013 was listed as one of Washington State’s Top Attorneys. Greg is also a Certified Financial Educator, a Retirement Income Certified Professional, a licensed insurance agent, and holds several securities’ licenses. These designations make him uniquely qualified to guide businesses and individuals in their wealth accumulation and income planning goals. As a nationally recognized public speaker, Greg is an authority on business formation, estate planning, and retirement planning strategies and speaks on asset protection and tax planning strategies to licensed professionals and investors. In addition to consulting and educating others, Greg has been an active real estate investor and is the owner and operator of multiple businesses.

You can reach Greg at: https://www.executivews.com/

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In this episode, Greg Boots joins us for an interview (Part 1 of 2), where he shares some great content on how you can generate tax free wealth by creating your own "bank vault". You can even utilize this vault to fund investments.

Greg is the founder and CEO of Executive Wealth Solutions and is also one of the founding Members and CEO of Anderson Retirement Solutions. Greg is the author of “Private Vault: A Guide to Building Tax-Free Income in the New Economy”. Greg works with clients nationwide on executive wealth accumulation, nonqualified plans, retirement income planning, and college funding.

Greg is a licensed attorney and in 2013 was listed as one of Washington State’s Top Attorneys. Greg is also a Certified Financial Educator, a Retirement Income Certified Professional, a licensed insurance agent, and holds several securities’ licenses. These designations make him uniquely qualified to guide businesses and individuals in their wealth accumulation and income planning goals. As a nationally recognized public speaker, Greg is an authority on business formation, estate planning, and retirement planning strategies and speaks on asset protection and tax planning strategies to licensed professionals and investors. In addition to consulting and educating others, Greg has been an active real estate investor and is the owner and operator of multiple businesses.

You can reach Greg at: https://www.executivews.com/

Check out our website at www.realestateinvestormba.com

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In this episode, Brian Adams joins us for an interview where he shares some great content and insight on what the suburban office commercial real estate market looks like in secondary markets. With over $450 million worth of real estate under management, he definitely knows what he is talking about.

Brian is the President and Founder of Excelsior Capital where he leads the investor relations and capital markets arm of the firm. He has 10 years of experience in real estate private equity and has advanced knowledge in best practices for strategic real estate investing. Prior to Excelsior Capital, Brian co-founded Priam Properties (an institutional RE private equity sponsor) in 2010 where he provided leadership and direction for the firm in connection with capital markets, investment management and investor relations.

Brian is a former practicing attorney and also currently serves on several Investment and Advisory Boards and Committees within the family office and venture capital industries.
Check out Brian's website at: https://www.excelsiorgp.com/

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In this episode, Mayor Sal Panto (Mayor for the City of Easton, PA) joins us for an interview where he shares how he is helping Easton navigate the challenges of COVID, and how he has helped transform the City of Easton with all of its recent real estate development.

This is a must listen to episode where Mayor Panto provides the listeners with some of the specifics of what it took to help attract interest and outside capital from developers in transforming the downtown district. If you haven't been to Easton lately, you need to visit! Mayor Panto also discusses all the challenges that COVID has brought upon his city (residents and local businesses), and how they are navigating these times in order to come out on top.

Mayor Panto is beginning his 4th consecutive term in office after winning the November 2019 election with over 80% of the votes. He is recognized as a highly effective governmental leader and is credited with making Easton a cleaner and safer city in both its neighborhoods and its historic downtown.

Mayor Panto is credited with bringing fiscal stability to the city. In 2008 the city was on the verge of filing for Act 47 and had already entered into the Early Intervention Plan.

But at a time when the nation was experiencing the worst recession since the Great Depression, Mayor Panto and his team have had 12 straight years with no increase in real estate taxes and a year-end surplus all eleven years. His financial management has earned the city an increase in its Standard and Poor’s rating.

Mayor Panto is leading an economic development program that is experiencing almost $1 billion in public and private investment and the creation of hundreds of new jobs in the city. The Mayor is most proud of the “Green Housing Rehabilitation Program” he started in the neighborhoods and the many successful small businesses openings in the neighborhoods and downtown.

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In this episode, Jeff Cella and Judy Hall from Conquest Funding and Jen Uriarte from Imagine Abstract join us for an interview where they share their perspective the Lehigh Valley's current Real Estate Market.

Conquest Funding is a direct lender who provides real estate investors with a fast, efficient and reliable way to fund their real estate projects in Pennsylvania and New Jersey.

Jeff Cella is President and Senior Lending Officer for Conquest Funding. He sets the strategic direction for the company and oversees all aspects of the company including: reviewing loan applications, capital acquisition, investor relations and legal compliance.

Judy Hall is the Director of Loan Operations. Her residential and commercial mortgage background is well suited for her role. She interacts with the borrowers gathering application information, underwriting loans, preparing loan documents, coordinating settlements and funding draws.

Jen Uriarte is the Manager of Imagine Abstract with over 25 years’ experience in the title insurance industry. Jen professionally handles all aspects of the title insurance process and clearly communicates with all parties involved for a fast, accurate closing every time.

For more information about Conquest Funding, check out their website at: https://conquestfunding.com/.

For more information about Imagine Abstract, check out their website at https://imagineabstract.com/

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In this episode, Kassie Hilgert joins us for an interview where she shares her perspective and experience with ArtsQuest and how the organization is transforming the Lehigh Valley within today's Real Estate Market.

This is a must listen episode where Kassie provides the listeners with a history lesson of the Bethlehem Steel and who and what was necessary to lay the ground work for Musikfest, the SteelStacks and ArtsQuest, and how the real estate was extremely important in the infrastructure of the overall plan.

Kassie Hilgert is President and CEO of ArtsQuest, one of the largest nonprofit arts organizations in Pennsylvania. Founded in 1984, ArtsQuest is dedicated to providing unparalleled access to the arts, as well as using arts and culture as key tools for economic development in the region. Each year, it presents over 4,000 concerts, art and educational programs, with 45 percent of this programming available to the community for free.

The organization’s flagship program is Musikfest, a 10-day music festival presented by ArtsQuest each August. With over 500 concerts and one million attendees, the event is one of the largest free music festivals in the country. ArtsQuest also presents Christkindlmarkt Bethlehem, a holiday market that attracts nearly 90,000 visitors annually to Bethlehem, helping to support the region’s popular Christmas tourism program.

Kassie has been with ArtsQuest since 2008 and has overseen ArtsQuest’s sponsorship, marketing, development, ticketing, public relations and volunteer departments. Her accomplishments with ArtsQuest include playing a key role in helping to raise funds for the development of the $26-million ArtsQuest Center and ArtsQuest’s programming at the SteelStacks arts and cultural campus, the development of strategic partnerships with area nonprofits and leading the development of the organization’s Strategic Plan by meeting with members of ArtsQuest’s boards, volunteer leadership, staff and the community to help shape the nonprofit’s direction and goals for the coming years.

You can reach Kassie and her team through the ArtsQuest website at https://www.artsquest.org/.

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In this episode, we are joined by 5 Commercial Bankers for panel discussion on their perspective and opinion on the Lehigh Valley Market, interest rates and a lot more.

The panel is made up of: Michael Santiago and Michael Reis from First Keystone Community Bank, Christine Walp and Pete Reinke from UniVest Bank, and Michael Lahanas from Embassy Bank.

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In this episode, Alison Pickel joins us for an interview where she shares the benefits and resources that the Lehigh Valley Chamber of Commerce provides to business owners and real estate investors and developers.

Alison is the Senior Vice President of Member Relations for The Lehigh Valley Chamber of Commerce. In this role, she has the privilege of helping entrepreneurs, small/medium/large businesses, non-profits, charities, and community organizations.

Some of her responsibilities include:
- Planning networking/community events,
- Brainstorming business growth ideas with members,
- Making business connections and forging new partnerships, and
- Mapping out strategic member branding/marketing campaigns

You can reach Alison through the Chamber's website at https://www.lehighvalleychamber.org/.

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In this episode, Jack Krupey joins us for an interview where he shares his unique "Fund of Funds" model and how they are executing their business plan within today's Real Estate Market. You will want to hear Jack's story on how he got started within real estate and about the details pertaining to his unique investment approach for his current Fund.

Jack is a seasoned real estate and distressed debt investor. He spent the last ten years focusing on the residential non-performing mortgage market and was the founder of a firm called PRP Advisors that merged with a large Private Equity Fund and completed more than $3 Billion dollars in whole loan purchases to date.

Currently, JKAM Investments participates with a select group of highly experienced real estate partnerships in the multi-family, self-storage, mobile home, and private lending industries. Clients and investors have the potential to invest in individual deals as well as participate in the JKAM Diversified Asset Fund which makes placements into many diverse projects.

JKAM is actively participating in hard to find off-market opportunities targeting strong risk adjusted returns. They provide investors access to deals with larger minimum investments that are exclusive to institutional partners. These alternative assets are opportunities for investors to earn passive tax-advantaged returns, not correlated to the stock market.

You can reach Jack through his website at https://jkaminvestments.com/.

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In this episode, Scott Choppin joins us for an interview where he shares his unique investment model with Workforce Housing for Multi-Generational Families in Southern California. You will want to hear Scott's story on how he got started, to what continues to motivate himself to improve, and also details on what makes his investment model one to take another look at.

Scott is the CEO and Founder of The Urban Pacific Group (www.urbanpacific.com). The company was founded in 2000 to pursue urban infill real estate development. Urban Pacific is exclusively focused on the innovative “Urban Town House” rental housing model, which was created by Urban Pacific. The Urban Town House is a new construction housing model that pairs private capital with multi-generational workforce rental housing. The Choppin Family has been in the real estate development business since 1960, including the development of the World Trade Center in our hometown of Long Beach, CA. Scott entered the business in 1983, working on family multifamily development projects.

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On this episode, Syed Hasan joins us for an interview where we provides some detailed insight and knowledge as an active investor within the Allentown, PA market. You will want to hear Syed's story on how he and his partner are building an impressive rental portfolio in today's market and how they go about finding and evaluating deals.

Syed Hasan is a partner at Ideal Management Group, a RE investment firm located in Allentown PA. Ideal Management Group focuses on opportunistic multifamily and single family purchases in center city Allentown, Pennsylvania. Syed has been investing in the Lehigh Valley market for the past 3 years. He has an entrepreneurial background with experience in commercial real estate and various other businesses. He has a Masters in Real Estate Development from NYU and has been investing in Real Estate for 10 years.

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On this episode, Rodney Thompson joins us for an interview where we provides some knowledge and perspective as a syndicator who purchases apartment buildings. You will want to hear Rodney's story on how he overcame a huge obstacle in order to close on the 176-unit apartment building.

Rodney is the founder and principle of Solaris Capital Management, LLC. Rodney has been in single-family housing and moved into multifamily after discovering the scalability of multifamily. Rodney has been in the IT industry for 30 years. In the last 20 years, Rodney has been in IT system administration, design, and data security. He has been responsible for multi-city networks and project management, overseeing design and implementation, setting budgets, and maintaining the project costs within the budget. Rodney has a B.S. in Technical Business Management from DeVry University and graduated Summa Cum Laude. He has been married to his wife Pattie for 35 years and has six awesome kids.

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On this episode, Michael Berne, one of North America's leading experts and futurists on the Retail Industry, joins us for an interview.

As the Founder and President of MJB Consulting, Michael has amassed more than twenty years of experience in conducting market analyses, devising tenanting strategies, advising on project site plans and spearheading recruitment efforts on behalf of developers, landlords, investors as well as municipalities, BID’s, CDC’s and other non-profit clients across the U.S., Canada and the U.K.

The firm has long been active across the region, with recent and past engagements in (Philadelphia), Phoenixville, PA, Atlantic City, Newark (NJ) and Westfield (NJ), among others.

Michael is a regular presenter and keynote speaker at industry conferences, including those of the International Downtown Association (IDA), the National Main Street Center, the International Council of Shopping Centers (ICSC), the International Economic Development Council (IEDC), the American Planning Association (APA) and the Urban Land Institute (ULI), among others.

Michael has lectured at University of Pennsylvania and the University of California, Berkeley. He is quoted often in high-profile publications such as the Financial Times, TheStreet, Planning and the Washington Post.

In addition to his widely followed “Retail Contrarian” blog, Michael is a contributor to and founding Board member of a new online publication called the American Downtown Revitalization Review (ADRR). He has penned numerous articles for magazines and has authored an essay for an upcoming book on the history of the Main Street movement and written a chapter in a recently-published volume on the urbanization of the suburbs called, (“Suburban Remix: Creating the Next Generation of Urban Places”).

Before founding MJB Consulting, Michael worked on market studies and commercial revitalization for a planning consultancy, leasing and acquisitions for an urban retail developer, and policy analysis for a citywide elected official.

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On this episode, Kelly McEllroy, from the Allentown Redevelopment Authority, joins us for an interview.

Kelly has been in the real estate industry since 1999. She started with her new construction Real Estate License at Traditions of America. After working several years for New Construction projects, she ventured into the resale market. She worked for ERA Rudy Amelio and Century 21 Pinnacle. Her main concentrations were in Foreclosures, Property Management and Resale transactions.

Kelly recently joined the Allentown Redevelopment Authority as the Assistant Director, where she works with grant funding and involved with the government processes involved with redevelopment.

One of the main things she has learned over the years is that houses need purpose, just like people; if they lose their purpose they start falling apart and it is costly to bring them back to life. This is especially true with Foreclosure’s and Blight properties. As with any transaction, being involved and invested from start to finish produces the best results. She loves seeing construction from start to finish and ending with a family falling in love with their new home.

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On this episode, Jack Gross joins us for an interview. Jack brings a vast amount of experience and toughness as he leads all of us through 2020 as the President of Greater Lehigh Valley Realtors. Jack discusses the Lehigh Valley Market in comparison to some neighboring markets and why it is attractive to property owners.

Jack began his career in Real Estate at 19 years old, which has spanned 30+ years. In that time, he has been the recipient of numerous national sales awards from HUD, Fannie Mae, Coldwell Banker, Citicorp and Better Homes and Gardens Real Estate. He is President and CEO of two brokerages. Better Homes and Gardens Real Estate Cassidon Realty, comprising of 60 agents, two offices in the Lehigh Valley and Cassidon Property Management that currently manages 500+ units for small to medium size investor/owners throughout the Lehigh Valley PA (Allentown, Bethlehem & Easton)

Currently, he is the 2020 President of the Greater Lehigh Valley Realtors and member of the Board of Directors for the Pennsylvania Association of Realtors.

Jack preaches and speaks often about wealth building through real estate. His development company Petra Holdings LLC & JG Properties has been built over his career through the acquisition of under producing and distressed properties, redeveloping these opportunities, renting them and reinvesting the returns. To date he owns a portfolio of over 125 rental units and is proud of a very low LTV ratio.

He is an approved PA Real Estate Instructor and an occasional speaker on subjects such as leadership, building wealth through real estate investment and a frequent article contributor to Inman News and other media outlets.

Most importantly, he is the father to two outstanding young men. They have been taught the value of good leadership, the necessity for strong work ethic and the need to laugh at oneself from time to time. They have been taught that a strike out is learning lesson and that management is doing things right, but leadership is doing the right things.

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On this episode, Becky Bradley joins us for an interview. Becky is extremely entertaining to listen to and very personable. In this episode, she discusses the important role that the Lehigh Valley Planning Commission plays in multiple industries. If Real Estate Investors are not listening to her and following her, they are missing out! In the middle of the interview, she provides some details that the Lehigh Valley ranked #2 in the WORLD in a specific real estate investment sector. The WORLD... This is a MUST LISTEN EPISODE!

Becky has 20 years of experience in city, regional economic development, historic preservation, transportation planning, including significant implementation experience in community revitalization, infrastructure investment, roadway redesign and trail construction.

She has been the Executive Director of the Lehigh Valley Planning Commission since August of 2013 and is leading a $2.5 billion dollar regional transportation planning program as well as balancing the needs of the Lehigh Valley's rapidly growing population through this organizations county planning responsibilities. She has led the joint effort to combine the Lehigh Valley Planning Commission's General land use plan with the transportation and investment plan through the Lehigh Valley Transportation Study, which was done in 2019. The result which is FutureLV: The Regional Plan, is one of the first regional transportation comprehensive land use plans in the nation and sets the direction for the region for the next 25 years. FutureLV balances the needs of a rapidly growing region and booming freight economy with environmental, housing, education, technology and quality of life goals. In the first half of 2020, she coordinated the adoption of the first bicycle, pedestrian and last feet to transit plan, Walk/RollLV: Active Transportation Plan, launched the expanded Equity and Access to Opportunity analysis and online engagement tool, and finalized the adoption of the nearly $452 million 2021-2024 Transportation Improvement Program, all while managing development proposals for over 2,000 new housing units and 3.9 million square feet of commercial/industrial.

Prior to joining LVPC, Bradley was the Director of Planning, Codes and Development at the City of Easton (PA), where she was instrumental in the over $500 million revitalization of the community, including the addition of the Lehigh Valley’s first sculpture trail, the state’s first road diet, three brownfield redevelopment projects and the opening more than 60 restaurants and shops. She joined the Easton Team after working as a Senior Economic Development and Historic Preservation Planner for the Delaware County (PA) Planning Department, and on Civic Vision’s Las Vegas Arts District Implementation Team and as part of the Historic and Cultural Resources division at Kise Straw and Koldner, all in Philadelphia and it's region. Bradley began her career working for Illinois Lieutenant Governors Bob Kustra and Corinne Wood where she advanced the downtown revitalization goals of the Illinois Main Street program.

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On this episode, Matthew Tuerk joins us for an interview. Matt is Vice President of Business Attraction, Retention and Expansion at the Lehigh Valley Economic Development Corporation. In 2019, the Lehigh Valley's GDP reached $41.2 Billion, ranking 66th out of the 384 largest metropolitan statistical areas in the United States.

During this interview, Matt breaks it down for the listener on conversations that he is having with employers with what they are looking for when evaluating a market to expand into. This data is invaluable for Real Estate Investors and how they can appropriately plan what where and what they invest in. This is a MUST LISTEN EPISODE!

Matt has worked in economic development for over 12 years, all in the Lehigh Valley. During that time, he has developed a deep understanding of the region‘s position in the larger commercial real estate market and has applied it to attracting job-creating business investment to the Lehigh Valley. He earned his international MBA at the University of South Carolina and lives in Allentown with his wife and two teenage daughters.

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On this episode, Michael Keller joins us for an interview. Michael is responsible for launching the initiative and spreading the word about "Made Possible in Lehigh Valley". A ton of amazing data is shared from Michael and his organization that directly impacts real estate investors. You need to listen to this episode!

Mike Keller is the marketing manager for the Made Possible in Lehigh Valley initiative, which is a regional alliance that seeks to enhance Lehigh Valley’s brand and to increase awareness of the opportunities for visiting, working, learning and living in Lehigh Valley.

Guided by Lehigh Valley Economic Development Corporation, Discover Lehigh Valley, and the Lehigh Valley Chamber, Made Possible in Lehigh Valley helps to give a unified voice to tell the world that Lehigh Valley is an attractive and welcoming place to visit, live and do business. Keller has nearly 10 years of non-profit marketing experience in the Lehigh Valley region.

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Discover how Tourism and Hotels have fared during the COVID-19 pandemic and why the Lehigh Valley is built to thrive!

Listen to Alex Michaels, who is the President and CEO of Discover Lehigh Valley, as he shares insightful information that speaks to the commercial real estate market. It is a must listen to episode to gain some inside knowledge of some of the leading indicators within some of these segments.

Alex is a Whitehall High School and East Stroudsburg University alumnus. Prior to Discover Lehigh Valley Alex recently served as Vice President of Sales and Services for Visit Virginia’s Blue Ridge and Virginia’s Blue Ridge Sports Council. He also has held leadership positions for Visit Jacksonville and Daytona Beach Convention & Visitors Bureau.
From 2001-2005 Michaels served in the United States Navy, as a medical hospital corpsman. In 2003 was named Pacific Northwest Sailor of the Year and received The Navy & Marine Corps Achievement Medal.

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Check out this commercial real estate investor and business/restaurant owner discuss how he built up his impressive portfolio.

Juan was born and raised in the Dominican Republic. He started working in the restaurant industry at the age of 10 in his native DR, cleaning bathrooms & floors, cutting onions & tomatoes, selling popcorn & cotton candy until he emigrated to the United States in 1997 at the age of 16 in search of better opportunities.

Putting himself through college while working full time and going to school full time and is a graduate of the prestigious Walt Disney Leadership and Hospitality College Program. After college Juan focused in the banking industry where he learned valuable business skills and got a role as a manager trainee at the age of 22 from one of the largest fortune 500 financial institutions, Bank of America, where he worked his way up to run Denovo operations (startup branches). Responsible in opening Denovo Branches, Juan was involved in project management, setting business processes for each new branch, hiring talent, marketing and growing the business. In 2010 decided to pursue his passion and opened State Café & Grill with his wife Melanie and shortly after, Don Juan Mex Grill was born. Today, the Don Juan Mex Grill brand has grown into a multi million dollar business with locations throughout northeast Pennsylvania (Lehigh Valley). He’s an active commercial & residential real estate investor & enjoys spending his free time reading, eating & traveling with his family.

Being a big believer in the power of education, Juan and his wife Melanie, have established the Don Juan Mex Grill scholarship fund to assist underprivileged promising graduating high school students who are pursuing higher education and/or technical school in the communities they serve. "The future belongs to those who prepared for it."

Developer Garett Vassel, and his company Optima Durant Group, is bringing his large development experience, where he worked for one of the largest publicly traded REITs in the county (AvalonBay Communities), to the Lehigh Valley.

Listen to this episode as Garett eloquently discusses why the Lehigh Valley is such a great market and he passionately walks us through the development of The Commodore building. You do not want to miss this episode!

With his "Gateway to Easton" project approved and moving forward, the City of Easton is receiving a gem with the The Commodore building. It is large development project totaling 91,500 square feet along the Delaware River, at Northampton Street and Larry Holmes Drive, The Commodore is an adaptive reuse of the former Kaplan’s building at 100 Northampton St. with a new, eight-story addition. It overlooks the confluence of the Lehigh and the Delaware Rivers and is adjacent to the Easton Farmers' Market.
The plans approved by the City of Easton Zoning Hearing Board include 32 apartments, two ground-level retail spaces, 17,000 square feet of office space on the mezzanine/second floor and a 6,560 square-foot rooftop restaurant/bar.
Check out the pictures on Garett's company's website of the proposed plans. They are absolutely stunning.

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Borko Milosev is an active investor in Pennsylvania in the real estate market since 2003. Borko graduated from Moravian College in 2004 and is co-founder and managing member of Post Road Management, LLC. The company is a Bethlehem-based real estate investment and management company, which currently owns, manages, or asset manages over 16,500 residential units valued at over $1 billion throughout the United States.

As an undergraduate at Moravian, he made his first real estate investment, acquiring a distressed single-family home in West Bethlehem. In the years since, his passion has been purchasing real estate, with focus on multi-family properties. He leads a team of 50 staff members, and at any given time Post Road Management employs up to 100 independent contractors working on multiple projects.

Previously, from 2008 to 2012, Borko served as director at Iron Hound Management, Co., LCC, a boutique real estate advisory firm started by Robert Verrone ’90,. At the New York City firm, his focus was on commercial loan restructuring. Before Iron Hound, he worked in the real estate lending group of Wachovia Bank for four years. During his time at Wachovia, Borko was part of a team that originated and structured more than $2 billion of financing. A high school exchange student from Serbia, Milosev graduated summa cum laude with honors and a 4.0 GPA at Moravian, earning with a B.S. in mathematics, with a dual degree in financial economics. In addition, he participated in the College’s Amrhein Investment Club.

Jennifer DeJesus leads Steel City Realty, who is a group of experienced, licensed Brokers, Real Estate Agents and Property Managers. Through a combined 30 years of experience satisfying clients one home at a time, their mission is very simple - to exceed your expectations and get you the best deal!

Jennifer Mann is president of JL Mann Consulting, providing customized business solutions that help companies grow and thrive which is very important right now. Previously Jennifer served Allentown in the Pennsylvania House of Representatives from 1998 to 2012, earning a reputation as a skilled facilitator, consensus builder and mentor. In 2008, Jennifer was elected Caucus Secretary making her only the 3rd woman in House Democratic Leadership in history. Prior to that Jennifer, launched and managed a successful wireless telecommunications business in Allentown. That experience combined with her legislative focus on business-friendly economic policies gives her a unique understanding of the challenges and opportunities associated with entrepreneurship and business leadership. Today, Jennifer uses her vast national network to to serve her clients and also her community as a member of several nonprofit and college boards, including an elected position on the St. Luke's Hospital Allentown campus Board of Governors and the Lehigh Valley Community Foundation Board of Governors. Additionally, and this is the last part, in 2015, Jennifer was elected as a member of the Board of Directors of QNB Bank, a community bank headquartered in Quakertown, Pennsylvania. A lifelong resident of Allentown, she earned degrees in government and economics from Lehigh University.

Tom Williams is the Operations Manager with the City of Allentown's Community and Economic Development, which plays a comprehensive role in the ongoing revitalization of the City of Allentown. The department offers assistance to small businesses, neighborhood groups, non-profits, faith-based organizations, large business, and housing developers. Currently, the City of Allentown is experiencing a renaissance. Millions of dollars in new investment and construction is resulting in several new venues downtown, including a hockey and events arena, Class A office space, residential units, and restaurants. The revitalization of Allentown is stimulated by special tax legislation called the Neighborhood Improvement Zone.

Pete Reinke has spent most of his career in either community and economic development and real estate development throughout the Commonwealth of Pennsylvania. Pete has worked in regional economic development at the prestigious Lehigh Valley Economic Development Corporation and within real estate development with the Ashley Development Corporation. Now he is the Assistant VP and Business Development Manager at Univest Bank and Trust Co. Pete prides himself on his networking skills and introducing people to each other so everyone can mutually benefit from increasing and strengthening relationships.