How Did They Do It? Real Estate: Recent Episodes

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We’re excited to feature the “Coolest Guy on the Internet” Merrick Lee Jr. for this week’s episode and his continuous success in the syndication space!

Merrick shares how he started educating himself about the different facets of real estate investing, got involved in mentorship and multifamily syndication, and built a strong team that will help him give value to the community and investors!

Key Points & Relevant Topics

• Merrick’s background in marketing and his discovery of real estate investing and syndication
• The importance of mentorship and building a foundation before investing in real estate
• Reasons why you should let yourself be surrounded by successful investors
• The power of doing your due diligence as an investor
• Being cautious and evaluating a deal in today’s market
• Why you should have the right team and people in real estate syndication
• The meaningful effect of real estate investing on Merrick’s life

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Merrick Lee Jr.

Merrick embarked on his professional journey as a Digital Marketing expert, amassing over 12 years of experience in pioneering technological innovations. With a keen interest in the dynamic realm of Real Estate, Merrick ventured into partnering with top operators, property management companies and brokerage firms where he’s able to create valuable returns for his investors through multifamily purchases.

Merrick’s proactive approach and forward-thinking mindset has enabled him to stay ahead of market trends and capitalize on emerging opportunities. His ability to forge strong relationships has proven instrumental in sourcing high-quality deals and securing favorable terms for his investors. His commitment to excellence, coupled with his innovative spirit and unwavering determination, continues to drive his pursuit of excellence in multifamily real estate investment.

In addition to his professional endeavors, Merrick is deeply committed to giving back to the community and supporting charitable causes that align with his values. He believes in using his success to make a positive impact on the lives of others and strives to create meaningful change through philanthropy and social responsibility.

Get in Touch with Merrick

• Website: https://lovecapitalpartners.com/
• LinkedIn: Merrick Lee Jr.
• Podcast: Merrick Lee: The Coolest Guy on the Internet
• Instagram: @merrickleejr
• TikTok: @merrickleejr

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Let’s dive in for another meaningful conversation about giving value to people and solving affordable housing problems through mobile homes and manufactured housing communities!

Today, Sam Hales will help us realize the power of investing in mobile home communities for investors and residents, the hardest lesson he learned from investing in a fund model, and the current state of the mobile home space that future investors should know!

Key Points & Relevant Topics

• How Sam discovered a fund model and transitioned into investing in mobile home communities and affordable housing
• The importance of having a decision-making ability in an investment or business strategy
• Reasons why Sam decided to pursue the mobile home park space over single-family
• Sam’s insights on the future of the mobile home park space
• The two most important things new investors should consider before entering mobile home park investing
• The current supply and demand for mobile home communities and affordable housing
• Sam’s long-term goals and focus in the mobile home park space

Resources & Links

• Robert Kiyosaki’s books
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Sam Hales

As a Private Equity Real Estate fund manager with $360 million in assets under management, Sam could bring value to your show by sharing the insights he has garnered in his 15 years of real estate and management experience in distressed asset workouts, land developments, redevelopment, lease options, single family and mobile home communities. He has also touched nearly every CRE asset class including: industrial, office, hospitality, single, and multifamily.

Sam founded the Saratoga Group in 2011, which focuses exclusively on the purchase, revitalization, and operation of Mobile Home Communities—a niche that sets Sam apart in the real estate landscape. Sam’s passion lies in the Mobile Home asset class, which he views as a crucial solution to today’s housing affordability crisis.

Get in Touch with Sam

• Website: https://www.saratogagroup.com/
• LinkedIn: Saratoga Group

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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For this week’s episode, we’ve invited Schuyler Williamson to join the show for his successful leadership and entrepreneurial journey!

Schuyler’s story will inspire us to chase opportunities from rental property investments, things he learned about scaling a real estate business, being surrounded by the right people for continuous growth, and more valuable topics for you to thrive as an investor!

Key Points & Relevant Topics

• An introduction to Schuyler’s life in the military, entrepreneurial journey, and his humble beginning to real estate investing
• Things that Schuyler learned about leveraging in real estate
• The importance of learning from other investors and looking at them as mentors to grow in real estate
• Why do you need deal flow when scaling your investments?
• Some pitfalls to avoid in buying property investments
• Is it ideal to invest in Austin, TX in today’s market?
• The tremendous impact of investing in real estate
• Setting your expectations and values as a person, having patience, and evaluating potential partners in real estate

Resources & Links

• Free resources on real estate, business, and leadership: https://www.schuylerwilliamson.com/free-resources
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Schuyler Williamson

Schuyler graduated in the Top 10% from West Point and served as a US Army Recruiter while playing for the Detroit Tigers. After leaving the military in 2011, he earned an MBA from the University of Texas, ranking third in his class. He then transitioned into real estate, earning multiple awards as an agent in Austin, TX and co-founded Laundry Luv, a premier multi-location laundromat enterprise, and Mission Home Builders, an Austin-based urban-infill construction company known for quality homes. Schuyler also owns over 50 rental properties across Texas.

Get in Touch with Schuyler

• Website: https://www.schuylerwilliamson.com/
• LinkedIn: Schuyler Williamson
• YouTube: Money Mission

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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We’re excited to feature this week’s guest, Rebekah Taylor, and her expertise in passive investing as a limited and general partner!

Rebekah talks about how she started her journey from tech to real estate investing, built her skills in multifamily syndications, and now helps other investors grab the same opportunities from the multifamily space!

Key Points & Relevant Topics

• Rebekah’s journey from the tech industry to real estate investing and syndications
• How Rebekah started to realize the power of transitioning to real estate investing
• The importance of making smart financial decisions, assessing your priorities, and making strategic action plans
• Rebekah’s current focus and goals in real estate
• Insights on the current situation of the multifamily market and opportunities from assisted living
• Why track record is important when looking for a partner in real estate and vetting potential partners
• Rebekah’s advice for aspiring passive investors

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Rebekah Taylor

Rebekah is a 3rd generation real estate professional. She and her husband bought their first rental in 2012 while she was working in the tech industry where she spent 10 years as a sales/marketing professional. They built a portfolio, and she eventually left a 6-figure income to pursue her passion for real estate full-time. She became a realtor in Lynchburg, VA where they live with their three kids.

Rebekah has worked for two different firms as their Director of Investor Relations, and has invested in both singular assets and fund of funds. Her portfolio consists of 437 units as a LP, 220 units as a GP, a strategic partner in a 125-bed assisted living facility, and 225 properties in a fund-of-fund. Rebekah and her husband also have a portfolio of their own properties in Lynchburg. They provide funding for small businesses/flippers and they’re always looking for ways to make their money work for them.

They created Taylored Investments to help individuals reach their financial goals, and have more time freedom to enjoy life with the people they love. Taylored Investments identifies, analyzes, and acquires income generating real estate assets so our investors make money while they sleep.

She holds a B.S. in Public Relations and a MBA from Liberty University. In her free time, she enjoys being outdoors, exercising, reading, and traveling the world with her family (she’s been to 30+ countries). They are active in their church and enjoy serving.

Get in Touch with Rebekah

• Website: https://tayloredinvestments.co/
• LinkedIn: Rebekah Taylor, MBA

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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This week’s episode with Matt Durrette delves deeper into the essential aspects of a flourishing vacation and short-term rental business!

Matt talks about how they serve investors and anyone who wants to get involved in the Airbnb space, its operational and financial side, and more you should know about this investment strategy. Tune in because your support will help us bring more industry experts to this show!

Key Points & Relevant Topics

• How Matt learned about real estate investing and short-term rentals
• An efficient tool for Airbnb and short-term rental business
• What people need to know when hosting or investing in short-term rentals
• How critical location is in a short-term rental business
• Educating investors about how Airbnb works and its financial and operational aspects
• Services and investment opportunities Cozi Vacation Rentals offers to clients and investors
• Protecting a short-term rental business against the risks of state regulations
• Matt’s advice on how to invest differently in the short-term rental space

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Matt Durrette

Matt Durrette is the Founder and CEO of Cozi Vacation Rentals, a premier, locally owned and operated vacation property management company headquartered in Fredericksburg, Texas. Cozi serves the entire Texas Hill Country and surrounding areas, connecting guests and property owners to the best luxury vacation rentals and experiences this beautiful part of Texas offers. Cozi provides 24/7 property management and marketing services for owners and unforgettable experiences for guests.

Originally founding the business out of Baltimore, MD, in 2013, Matt grew his managed portfolio in this market and throughout the East Coast to 150 homes from 2014 to 2019. During the same time, he worked full-time as a Global Business Development Manager for Northrop Grumman and attended grad school at Saint Joseph’s University in Philadelphia, where he obtained his MBA in Marketing and Data Analytics in 2018.
Matt was fortunate to meet his beautiful wife, Jenna, originally from Austin, Texas. In the summer of 2019, Jenna easily convinced Matt to move back to Texas to be near her family. Upon moving, Matt left his full-time job at Northrop and pursued Cozi Vacation Rentals full-time. In March 2020, COVID ultimately shut down Cozi’s East Coast Market. From this point, Matt chose to solely focus Cozi's growth on the drive-to tourism markets of the Texas Hill Country just south of Austin. Since April 2020, Matt has organically grown the Cozi Vacation Rentals unit portfolio in Texas from 0 to 400+ units with a team of over 50 full-time employees.

In their free time, Matt and his wife Jenna enjoy spending time with their precious daughter Grayson Virginia, traveling, and rehabbing and remodeling properties.

Get in Touch with Matt

• Website: https://www.cozivr.com/
• Matt’s Real Estate Services: https://join.cozivr.com/
• LinkedIn: Matt Durrette

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Want to learn how to kickstart your real estate investing journey and earn passive income from turnkey rentals? Don’t miss out on listening to this week’s guest, Zach Lemaster!

We’ve invited Zach to share his success in the investing space, particularly in turnkey rentals and out-of-state investing, his expertise in identifying deals and making them work in today's market, and more tips to thrive in this business!

Key Points & Relevant Topics

• The power of real estate and investing in rental properties
• What it’s like to invest in turnkey out-of-state and the steps to overcome some challenges
• Identifying promising markets in today’s real estate condition
• The value of learning pro forma, financial analysis of a property, and how to predict returns
• The importance of having a team of experts for the success of your investment journey
• Zach’s focus asset classes and goals in real estate
• Zach’s insights on the kind of investors they serve and new turnkey investors
• Understanding location and how real estate investing works

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Zach Lemaster

Zach Lemaster is the founder & CEO of Rent to Retirement, the nation’s leading turnkey investment company. Zach is a seasoned real estate investor and licensed broker who has accumulated a large portfolio of rental properties across multiple markets including single family, multifamily, commercial and new construction. Zach is a licensed Optometrist who practices on a volunteer basis.

Zach started investing in real estate while working as an Optometrist & Captain for the US Air Force. This eventually allowed him to retire early from his career in medicine to be a professional investor by strategically investing in markets that maximize cash flow, appreciation & equity. Zach went on to build a successful wholesaling, flipping & management business working across multiple markets which led to the foundation for Rent to Retirement.

He is considered an industry expert in real estate market analytics. Zach has been published across many exceptional national platforms including: Forbes, USA Today, Fox News, NBC, CBS, Veterans' Affairs, Think Reality, and Inc. 5000. He is passionate about educating others on the numerous benefits of real estate investing, and how to use real estate as means to create the lifestyle each person desires for their family!

Get in Touch with Zach

• Website: https://www.renttoretirement.com/
• Podcast: https://renttoretirement.com/podcasts
• YouTube: Rent To Retirement
• To connect with Zach’s team, text REI to 33777 and start talking about your real estate investing goals

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Dive into another episode packed with knowledge this week about commercial real estate investing with Michael Roeder!

Mike discusses the reason for shifting from single-family to multifamily investing, his current focus markets and what makes them ideal for investment, valuable advice for acquiring and financing deals, and how to be an effective passive investor in multifamily syndication!

Key Points & Relevant Topics

• Mike’s journey from house-hacking to single-family rentals to multifamily investing and syndication
• The complexity of investing in single-family rental properties
• Why Dallas Fortworth and Nashville, TN are good investment markets
• Is it difficult to find deals that pencil out in today’s market?
• Mike’s recommendations for financing, lending, and property renovation
• Does it still make sense for investors to invest in multifamily and real estate in general?
• The importance of knowing the general partner in a syndication deal and doing market research
• Making partnerships work in syndications and joint ventures
• The importance of teaching young people how real estate investing and networking works

Resources & Links

• Free ebook: 4 Steps to Successful Passive Investing
• BiggerPockets
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Michael RoederMichael was a top-performing high net worth insurance producer for a Fortune 500 company for over a decade.

Michael transitioned from single-family investments to multifamily in 2015. Today, he is a general partner in over 2,800 units and over $350,000,000 of assets, raised $100,000,000 of capital to date, and completed 7 full cycle deals.

He is the co-founder of Granite Towers Equity Group, a real estate private equity firm. Michael and his business partner Dan focus on acquiring and managing multi-family projects across the nation. He is also the co-host of The Keeping It Real Estate Show and co author of the book 4 Steps to Successful Passive Investing.

Get in Touch with Mike

• Website: https://www.granitetowersequitygroup.com/
• Email: mike@granitetowersequitygroup.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Have you ever thought of house flipping as your next investment strategy in real estate? If so, you must listen to this episode with a flipping expert, Roger Blankenship!

Roger joins us this week to delve into his recommendations for finding, acquiring, and financing deals, flipping properties more profitable and efficiently, his insights on today’s real estate and housing market, and his expertise as an educator in the business!

Key Points & Relevant Topics

• How Roger acquires and finances rental properties
• Roger’s journey to the educational side of the business
• Roger’s secrets to buying properties and flipping houses more efficient
• Finding profitable properties for flipping
• The difference of finding deals in today’s real estate market
• Roger’s advice and recommendations for acquiring and funding deals
• Insights on recession, housing market, and the future of real estate

Resources & Links

• Go to https://flippingamerica.net/deal-funding/ if you want help with funding your deals
• Course: Real Estate Investing Quick Start
• Free Strategy Call with Roger: https://calendly.com/rogerblankenship/strategy
• Be part of Roger’s community of like-minded investors by visiting https://flippingamerica.net/flipping-america-network/
• Visit https://www.vistaprint.com/ for your business card
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Roger Blankenship

Roger Blankenship is the “Flipping America Guy.” He’s host of the nationally syndicated real estate show, “Flipping America,” heard coast to coast every week with over a million listeners per month. He's a best-selling author, educator, motivational and inspirational speaker, and business leader. His latest book, “Flipping Houses in Ten Days” was certified an international number one bestseller just four days after launch.

In 2007 Roger founded Whitestone Investments, Inc., a real estate investment company in Atlanta, Georgia. Whitestone specializes in the purchase and resale of single-family residences. Since 2002 Roger and his team have purchased and sold more than 2000 properties across the United States with a value of more than $300 million.

Roger is in demand as a speaker and small business consultant. He has led seminars with groups as large as 5000, has guest-lectured at the University of Oslo, briefly served as a College Professor, spoken to thousands of US soldiers across the United States and in five trips to Korea, taught basic Bible stories to public school teachers in Siberia, helped build an orphanage in South Africa and homes for the homeless in Guatemala.

From 2020 to 2023 Roger built a national real estate investment club with more than 18,000 members in 40 chapters nationwide. In 2023 he and his team combined the investors club, online training, and trading platform and rebranded as the Flipping America Network.

Get in Touch with RogerWebsite: https://flippingamerica.net/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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How will you thrive in commercial investing amidst a changing real estate market and economic condition?

Let’s welcome Dennis Cisterna III in this week’s episode, sharing his journey from the residential to the commercial side of the business! Dennis shares his perspectives on the current situation of the housing and real estate market, the advantages of investing in retail, office, and industrial, and how powerful the fund model is!

Key Points & Relevant Topics

• Dennis’ focus on single-tenant long-term net leases and commercial real estate in general
• The current condition of the economy, housing market, and interest rates
• What markets and assets investors should be focusing on in the current market situation
• Dennis’ insights on investing in office buildings, retail space,s and industrial and their opportunities
• Benefits of having a fund model for investors and operators
• Things investors should be looking for in a fund model
• Hold period and exit strategies in a fund model

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Dennis Cisterna III

One of the most well-known executives in the real estate investment sector, Dennis Cisterna guides the firm's investment strategy and growth. Relying on his keen sense of market dynamics, he has built a reputation for being a first-mover in many market niches. Over his 25-year career, he has completed nearly $4 billion worth of real estate transactions across the U.S. and Europe. Deftly moving between commercial and residential investments, Dennis is also the founder of Guardian Residential, where he was at the forefront of the SFR build-to-rent sector in his partnership with Lafayette Real Estate and the Carlyle Group.

He previously served as the CEO of Investability Solutions, a vertically integrated service provider to institutional real estate investors. Prior to that, Dennis served as Managing Director of FirstKey Lending, a portfolio company of Cerberus Capital Management. Over his 20-year career, Dennis has held a wide variety of management positions within the real estate investment and development sectors including key roles at notable firms such as Johnson Capital, Lennar, and Toll Brothers. He has served as a member of NAIOP, ICSC, the National Rental Home Council, ULI, the National Association of Home Builders, and the National Multi-Housing Council.

A frequent speaker at economic and real estate conferences across the nation, Dennis has given his investment insights to tens of thousands of investors over the past several years and is regularly cited in the media as one of the foremost real estate experts in the United States. He has served as a monthly contributor for U.S. News & World Report and Builder & Developer and previously hosted The Investability Podcast. He has received numerous industry awards including being named a Rising Star in HousingWire and a Net Lease Influencer by Real Estate Forum. He is a Licensed Real Estate Broker in California and has a B.A. in Political Science from San Diego State University.

Get in Touch with DennisWebsite: https://www.sentineloppfund.com/ / https://sentinelnetlease.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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What does it take to acquire investment properties and grow your portfolio more? Join us this week as we’ve invited Steven Andrews on the show for his journey to real estate investing, his roadmap to being a successful property investor, and more to learn from this meaningful conversation!

Key Points & Relevant Topics

• How Andrew learned about real estate investing and started his journey
• The power of being creative when acquiring investment properties
• Evaluating rental properties conservatively
• Why it’s important to have multiple financial institutions and financing options
• Finding good deals in today’s market and diversifying your investment portfolio
• How to prepare yourself for the potential market downturn

Resources & Links

• The New American Dream: A Simple Roadmap to Purchasing Investment Properties
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Steven Andrews

Remembering how hard it was to overcome his own doubts and insecurities in the beginning of his investment career, Steven Andrews is now on a mission to empower others to achieve their own goals in real estate. In addition to writing, The New American Dream: A Simple Roadmap to Purchasing Investment Properties, Steven established SOARX Consulting, where he provides an eleven-week course outlining the same process he used to create his rental property company. The program, like the book, offers a roadmap to finding the kind of success Steven has in the business called real estate.

Get in Touch with Steven

• Website: https://soarxconsulting.com/
• Email: coach@soarxconsulting.com
• Facebook: SOARX Consulting
• Instagram: @soarx_consulting
• LinkedIn: Steven Andrews

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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This week’s episode with Walter Johnson gives us more about the mobile home park and its power to create cash flow!

Let’s learn from Walter’s strategies for stabilizing and operating a mobile home park business, the challenges of investing in this asset class, its advantages amidst the thriving real estate market, and more that every investor should hear!

Key Points & Relevant Topics

• Walter’s journey to getting educated, mentorship, and his transition from single-family to commercial real estate
• What attracted Walter to invest in mobile home parks
• Ways to stabilize and run a mobile home park
• Operational challenges involved in running a mobile home park business
• Building and changing habits to better operate investment properties
• The current condition of the mobile home park and the real estate market in general
• Sending direct mailing campaigns for mobile home park investing and its effectiveness

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Walter Johnson

Mr. Johnson is a Finance Professional and Real Estate Investor/Syndicator with 16+ years of experience serving the Real Estate and Banking Industries. Over the years, he has served in various capacities from Real Estate Investor & Vice President to High Converting Banker & Sales Manager.

He is adept at spearheading strong teams and creating robust business development plans. He is an avid seeker of knowledge who highly appreciates the notion of continuous improvement and aspires to become an industry leader.

Driven by the desire to influence and impact other’s lives for the better, he is passionate about inspiring the generations of today and tomorrow to strive for long-term business success and prosperity.

Get in Touch with Walter

• Website: https://sonoscapital.com/
• Email: walter@sonoscapital.com
• Phone: (480) 674-2035
• LinkedIn: Walter Johnson

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Please listen to this short episode to know what to expect on our podcast show and keep supporting us for more valuable conversations with amazing guests!

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Let’s welcome one of the biggest motivations behind this podcast, Joe Fairless, and he's back on the show for the 1000th episode!

Don’t miss this remarkable conversation to acquire tons of value about passive investing, and seizing future opportunities in the market. Keep supporting the show to listen to more market experts and their unique strategies!

Key Points & Relevant Topics

• Joe’s takeaways from all his success in business and life
• The importance of being present for your family and people that matter in your life
• Two challenges of being a deal operator in syndication and a piece of advice for passive investors chasing opportunities
• Things to look at when evaluating deals and operators
• What investors can expect in terms of housing supply and demand and occupancy rate
• The kind of deal Joe wants to avoid and invests in
• What makes a good operator
• How passive investors can take advantage of the upcoming opportunities in the market
• Joe’s advice for existing passive investors and identifying whether it’s worth it to reinvest in a deal or not

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Joe Fairless

Joe Fairless is the Co-founder of Ashcroft Capital which has over $2,800,000,000 of assets under management.

In addition to his responsibilities with Ashcroft Capital, Joe created the podcast, Best Real Estate Investing Advice Ever Show, which is the longest-running daily real estate podcast in the world and generates over 500,000 monthly downloads.

Joe is also a proud Member of the Texas Tech Alumni Advisor Board for the College of Media and Communication, as well as being recognized as Outstanding Alumni at Texas Tech University, where he is a former Adjunct Professor.

He is currently a Junior Achievement Board Member and Volunteer for the Cincinnati chapter and has been recognized by the Junior Achievement’s Free Enterprise Society. Joe volunteers at Crossroads Hospice and was recognized as Multifamily Investor of the Year by Think Realty Magazine.

He and his wife created Best Ever Causes which has proudly supported 76 different non-profits over the last 72 months.

Get in Touch with JoeWebsite: https://ashcroftcapital.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Have you ever thought real estate can be the best asset to set your retirement goals and life vision? We’re excited to have Christopher Borden as we’re heading into achieving another milestone for this podcast show!

Chris tells us about his strong background in the corporate industry, his transition to real estate, particularly in note investing, and bringing his desires for his family into reality through this business!

Key Points & Relevant Topics

• Chris’ extensive background in the corporate world, his decision to move from Hawaii to Utah, and his transition to real estate investing
• The power of networking in seeing different opportunities
• Chris’ process for visualizing his family’s future and goals
• Note investing and its role in setting and achieving goals
• Effectively determining an asset’s return and risk profile
• Hedging against the impact of the changing real estate environment and market volatility
• Ways to get educated and learn about real estate investing

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Christopher Borden

Chris Borden is a seasoned C-Suite executive with over 25 years of experience in operational, financial, marketing, and commercial real estate strategies. As a proud father, grandfather, and husband, Chris has built a strong foundation of family values, which he integrates into his business endeavors. Originally from Hawai'i, Chris held the position of President of the state's second-largest retail food chain and served as Vice President and CMO of its parent company. Under his leadership, the company experienced consistent growth, with most years achieving mid double-digit net profit growth. Chris and his team received numerous awards and honors, and in 2019, Forbes named him a top 10 employer in Hawai'i.

In 2021, Chris and his wife made the decision to transition from their W2 careers and relocate from Hawai'i to Utah to be closer to their children and grandson. They founded and currently manage six businesses centered around real estate investing, with a focus on commercial properties. In addition, they are founding partners of two 501(c)(3) non-profit organizations aimed at providing education and economic growth opportunities in underserved countries.

With a strong emphasis on adding value and identifying opportunities for greater returns, Chris has quickly established himself as a force in the commercial real estate investment sector. In a short period, he has personally transacted over $14 million in investment debt loans and expanded into large commercial investments as a General Partner of four separate properties totaling 507 units with a combined value over $100 million.

Chris' passion for real estate investing and commitment to delivering exceptional results have earned him a reputation as a reliable and trustworthy partner in the industry. His dedication to staying informed of market trends and ability to adapt to changing conditions have contributed to his continued success in the commercial real estate investment landscape.

Get in Touch with Christopher

• Website: https://risecapitalinvestments.co/
• LinkedIn: Christopher Borden

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Let’s end this week with Linda Lim’s motivating episode on this show!

Linda gives so much value today as she speaks about several topics such as teaching young people about the significance of exposure to real estate investing, early retirement, and earning passive income.

She also shares her point of view on the true meaning of passive investing, the future of real estate, and succeeding amidst changing market cycles!

Key Points & Relevant Topics

• Linda’s diverse background and how she started building her real estate career and portfolio
• Linda’s perspectives on real estate investing, teaching real estate to the young generation, retirement, and the value of education education
• The importance of investing in real estate based on your goals and lifestyle
• Advantages of real estate in terms of opportunities and cash flow
• Linda’s sentiments on the future of real estate and her advice to thrive in the changing market as a passive investor
• The power of getting educated and being surrounded by like-minded people in real estate

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Linda Lim

Linda Lim is founder of Essential Element Capital and has a proven record of over 30 years in finance, banking, venture capital, and real estate.

Linda earned her Master degree in finance and has raised capitals for multi facets of syndication deals, from Real Estate (Resorts/ Hotels, Multi Family), trucking/ logistics to Molten Salt Reactor (MSR) and Military Drones for the Indonesian government.

Linda currently has $100MM assets under management and some of them are multifamily with a total of over 500 doors.

With decades of experience in finance and real estate, Linda has an intuitive ability to problem-solve and negotiate, putting her investors' best interests above anything else.

Linda also runs her investor club, called: “Linda Lim’s Charmed Circle” and co-run meet-up “The Passive Income Club” (TPIC) as co-founders.

Linda is a philanthropist who is involved in a couple of organizations, such as UNICEF and other local charity groups.

She is passionate about learning new things, a world traveler and foodie, who loves cooking, and reading.

Get in Touch with Linda

• Website: https://essentialelementcapital.com/
• Facebook: Essential Element Capital
• LinkedIn: Linda Lim
• Instagram: @essentialelementcapital
• YouTube: Essential Element Capital
• TikTok: @eecinc

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, we’re bringing another fantastic guest on the show, Kevin Bupp!

Kevin joins us for his motivating story of discovering real estate investing in his teenage days, how he continued to thrive despite market shifts and cycles, and his focus on investing in mobile home parks and parking lots. Learn the possibilities of cash flow in mobile home communities, the growing popularity of parking lot investments, and more from Kevin’s decades of expertise in real estate!

Key Points & Relevant Topics

• Kevin’s journey to real estate investing and his current focus
• What made Kevin decide to invest in real estate at 18 years old and how he acquired his first property
• Why mobile home park is a great investment
• Building relationships with sellers and brokers in the mobile home park space
• Ideal markets and states for mobile home investments
• Cost-efficient and profitable ways to manage and operate mobile home parks
• Opportunities and advantages of investing in parking lots and spaces
• Kevin’s mistakes and lessons learned throughout his investing career
• An introduction to Kevin’s book “The Cash Flow Investor”

Resources & Links

• Grab your copy of Kevin’s book “The Cash Flow Investor” at https://kevinbupp.com/the-cash-flow-investor/
• Warren Buffett
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Kevin Bupp

Kevin Bupp is a Florida-based Real Estate Investor, top Apple podcast host, and best-selling author of “The Cashflow Investor” with over $300 million in real estate transactions under his belt. Based on his decades of experience, Kevin has identified Mobile Home Parks and Parking Lots as the top real estate investments in the current market.

On his podcast, "Real Estate Investing for Cash Flow," he shares his 20+ years of experience, guiding millions of listeners on how to find and invest profitably in commercial real estate.

Under the umbrella of his private equity firm, Sunrise Capital Investors, Kevin makes investments in commercial real assets available to passive investors in order to help them build legacy wealth and achieve financial freedom.

Beyond real estate investing, Kevin gives back to the community with the "72 Hours to Key West 280 Mile Bike Ride," a charity event that has provided meals to tens of thousands of families in need during the holidays.

Get in Touch with Kevin

• Website: http://sunrisecapitalinvestors.com / http://kevinbupp.com
• LinkedIn: Kevin Bupp
• Facebook: Kevin Bupp
• Instagram: @buppkevin
• YouTube: Cash Flow Investor

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Why thorough due diligence and property inspection is crucial to a successful turnkey rental business? Listen to Steve Yoak as he speaks about his humble beginning from house hacking to guiding aspiring investors to start building monthly cash flow!

Steve talks about his focus on the Ohio market, the importance of having criteria when purchasing a property investment, and the mistakes every investor must avoid in turnkey investing.

Key Points & Relevant Topics

• How Steve started house hacking his first property and investing in turnkey rentals
• The importance of doing inspections and due diligence when buying a property
• The Ohio market for turnkey rentals and investing
• Things out-of-state investors should know about the Ohio market
• Mistakes to avoid when buying turnkey or single-family properties
• Steve’s transition from being a teacher to a full-time investor
• How to identify a good deal for turnkey rentals

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Steve Yoak

Steve Yoak is the owner of Akron Turnkey, which specializes in turnkey properties in Ohio. He is on a mission to help individuals succeed in real estate investing. With a deep-rooted passion for the industry, he dedicated his career to empowering others to achieve their financial goals through strategic investments.

His journey in real estate started as a savvy investor, specializing in multi-family properties and pioneering innovative house-hacking strategies. Alongside his thriving real estate ventures, he has a background as a dedicated teacher and coach, where he positively impacted the lives of thousands of middle school students.

He scaled various businesses over the years, and one of his proudest achievements was launching a construction contracting business with just $5,000.00. In three short years, it evolved into a multi-million-dollar enterprise.

Flipping over 100 homes, he honed his skills in strategic investments and the art of property transformations. Despite his diverse business ventures, he remains committed to sharing his knowledge and coaching others to excel in the dynamic real estate arena.

He stands as a testament to the harmonious blend of entrepreneurial success and a passion for education. He believes in making a lasting impact both in business and in the lives of those he mentors.

Get in Touch with Steve

• Website: https://akronturnkey.com/
• Email: info@akronturnkey.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Are you looking for more strategies to scale your rental portfolio faster? We’ve got Jessie Lang on the show today to share her journey to retiring early through real estate investing and wholesaling!

Jessie will walk us through her house hacking experience, wholesaling rental properties, her strategies for funding, buying, and managing properties, the construction and renovation side of her rental business, and more.

Key Points & Relevant Topics

• How Jessie unexpectedly started house hacking real estate investing
• Financing properties for house hacking
• The importance of treating your property as a business when doing house hacking or rent-by-the-room strategy
• Jessie’s goals for getting into real estate and the actions she had to take to start building her portfolio
• Strategies for wholesaling properties and increasing their market value
• Managing multiple construction projects and renovations simultaneously
• How long does it take to build systems and processes for a property management business
• The impact of changing interest rates on cash flow
• The value of joining meetups, networking, and paying for education

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Jessie Lang

Jessie started investing in real estate by "house-hacking" over 10 years ago, and has since grown a substantial rental portfolio that she manages with the help of a small, remote team.

In the last 36 months, she's grown from 11 doors (bought the wrong way with 20% down), to 70 doors and counting. ​She’s laser-focused on the BRRRR method, which allows her to put her money to work over and over to create generational wealth. She partners with private lenders to buy real estate with none of her own money, all while providing them double-digit returns on their investment!

​When she isn’t managing rentals or coaching, she is traveling with her wife Laura, spoiling her 5 (yes 5!) pets, and getting her hands dirty in DIY house projects and gardening.

Get in Touch with Jessie

• Website: https://unlockedrentals.com/
• Facebook Group: Unlocked | Learn How To Buy and Manage Rental Properties

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Tune in to this episode with Patrick McDonald to learn more about mobile home parks and manufactured housing and how you can use this asset class to give value to communities and investors!

Patrick highlights the benefits of investing in affordable housing, its potential despite challenges and risks in the market, and more you should know about finding, evaluating, and funding mobile home park investments.

Key Points & Relevant Topics

• Patrick’s background and his amazing journey to investing in mobile home parks
• The aspects of a successful business partnership
• Key advantages of investing in mobile home parks over other asset classes
• Finding and evaluating mobile home park and manufactured housing investments in today’s market
• Challenges associated with mobile home park investing and how to overcome them
• Effective ways for funding mobile home parks and manufactured housing
• The importance of choosing the right location and market for mobile home parks
• The typical deal structure and exit strategy in mobile home parks
• Future trends in the mobile home park and manufactured housing space

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Patrick McDonald

Patrick earned his Bachelor's degree in Business Marketing from Washington State University and spent 12 years in personal financial planning. He is deeply involved in his community, having served as an elected official in his hometown and actively advocating for more affordable housing in Washington state. Along with his partner Nick, Patrick owns and operates over 1,800 lots across 26 communities, making them a top 100 operator in the industry. As an experienced manufactured housing operator, Patrick has successfully revitalized multiple parks across the country.

Get in Touch with Patrick

• Website: https://cmgparks.com/
• LinkedIn: Community Management Group LLC

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Learn more about competitiveness and facets of industrial real estate in this episode with Angel Gonzalez!

Angel will focus on the aspects of an income-generating industrial deal, its advantages over other asset classes and niches, how to mitigate its potential risks and downsides, and his advice for inventors who want to get into the commercial space!

Key Points & Relevant Topics

• How Angel got into real estate investing and commercial space
• Angel on starting his own company and his journey to industrial real estate
• Setting up boundaries and structure when working together in real estate as a couple
• Advantages of focusing on industrial real estate and its contribution to local communities
• Strategies for vetting and structuring an industrial deal
• Potential risks involved in industrial investing and how to mitigate them
• Angle’s perspectives on the future of industrial real estate
• Advice for anyone who wants to start investing as a limited partner

Resources & Links

• Podcast: Taking The Leap Into Commercial Real Estate
• Book: Taking The Leap Into Commercial Real Estate by Angel & Brittany Gonzalez
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Angel Gonzalez

Angel, a seasoned veteran in the financial sector, brings a wealth of experience spanning over 19 years. His illustrious career has touched upon finance, banking, and executive management, showcasing his mastery in a diverse array of industries, including accounting, capital management, marketing, and consulting.

In 2005, Angel embarked on a real estate investment journey with a humble portfolio of single-family homes. However, his vision transcended the conventional, propelling him into the dynamic world of commercial real estate and syndication. This strategic shift not only expanded his investment horizon but also highlighted his ability to adapt and thrive in an ever-changing industry.

His expertise spans all facets of finance and account management, encompassing financial reporting, budgeting, financial modeling and analysis, business planning, and process improvement. This comprehensive skill set, combined with his extensive experience, positions him as a formidable force in the financial sector.

Get in Touch with Angel

• Website: https://keystoneprivatecapital.com/
• Facebook: Angel Gonzalez
• LinkedIn: Angel Gonzalez
• YouTube: Angel Gonzalez

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In today’s episode, Zane Schartz joins the show to talk about his success in the commercial space and his expertise in finding, acquiring, and managing single-tenant net lease properties!

Zane tells us what makes his investment opportunities different for investors, his strategies for minimizing risks and maximizing investor returns in single and double-tenant net leases, finding the right deals and market to invest in, and the benefits of passive investing in real estate!

Key Points & Relevant Topics

• Zane’s background in real estate and his own private equity firm
• What makes Zane’s company stand out for investors
• The principles and characteristics Zane had to apply to his investing career
• Things to consider when looking for the right deals for investors
• Strategies to secure investor returns and distributions from single-tenant net lease investments
• Tools and resources for finding a good investment market
• The importance of having reserves and working capital in preparing for a potential investment risk
• Building trust in real estate investing and identifying your WHY and purpose

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Zane Schartz

Zane is the Founder of Freedom Commercial Real Estate. He has worked in private equity real estate investing for over 7 years and was the Chief Investment Officer of a firm with over $700MM of AUM. He successfully managed a portfolio of 6 commercial real estate funds with over 60 assets. He is a partner in over $300MM worth of commercial real estate, has a multifamily portfolio of over 1,200 units and directly manages over $150MM of commercial assets.

Zane is passionate about maximizing returns for investors and adding value to their portfolios through using creative methods to generate wealth. He attended Liberty University where he played college hockey and graduated with a degree in business marketing and management. After graduation, he went on to play professional hockey for three years in North America and Europe. Zane attends Eastside Community Church in Dallas, TX. His biggest goal in life is to create a non-profit organization that funds Christian missionaries around the world.

Get in Touch with Zane

• Website: https://freedomcre.net/
• Email: zane@freedomcre.net

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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What can be the driving force for people to leave an incredible career? Ericka Pino shares a quick story of her life as a TV personality for over two decades, what made her and her husband invest in real estate, and how she eventually found a more fulfilling life.

Ericka will also give her top advice for aspiring investors to avoid the biggest pitfalls in rental property investing, tips for acquiring and making a profit from a property, and her insight on the current market condition!

Key Points & Relevant Topics

• Ericka and her husband’s journey to real estate investing and retirement
• What made Ericka choose real estate as their investment vehicle
• Ericka’s advice for people who want to start purchasing investment properties
• Investment strategies people can consider in real estate
• Ericka’s perspective on owning a home in today’s market
• Working and growing together in real estate as a couple
• The hardest lessons Ericka learned throughout her investing journey

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Ericka Pino

Ericka is a certified bilingual meteorologist with over 20 years of experience in major television markets around the nation. Although a fabulous career and experience the truth was that it was still a J O B. One with a boss and a schedule.

She recently took a leap of faith and said goodbye to her 9-5 (to simplify because that schedule is a unicorn on TV). She resigned from her job, profession, stress, sweat, and salary to live her very best life, while investing in real estate.

Get in Touch with Ericka

• Facebook Page: Ericka Pino
• Instagram: @erickazpino

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, we’ll focus on the intricacies of the 1031 exchange and how to utilize this strategy for your real estate investing with the 1031 Guy, Brandon Burns!

This informative conversation with Brandon talks about the power of the 1031 exchange and its complex aspects that every investor, syndicator, general partner, and limited partner must pay attention to!

Key Points & Relevant Topics

• Brandon’s knowledge and expertise in leveraging the 1031 exchange
• Important things to know when doing the 1031 exchange for investment properties
• The rules of 1031 exchange for buying multiple properties or a single-family home
• Brandon’s significant advice for limited partners investing in large syndication deals
• Proposed bill on 1031 exchange and other trends involving its legislation and tax

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Brandon Burns

With a wealth of experience in real estate tax, finance, and title, Mr. Burns brings a unique perspective to the table. He has facilitated over four thousand 1031 exchange transactions and served on investment committees for real estate Family Offices and private Real Estate Funds for nearly a decade. His expertise is further validated by his designation as a Certified Exchange Specialist® (CES®), ensuring a high standard of ethics and continuing education.

Get in Touch with Brandon

• Website: https://www.vanguard1031exchange.com/
• Email: brandon@vanguard1031x.com
• Phone: (858) 331-1031
• Facebook: Brandon Burns
• Instagram: @brandon.the1031guy
• LinkedIn: Brandon Burns, MBA, CES

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Want to learn more about the cash flow benefits of Airbnb and mid-term rental properties? Dive into this episode with Andrew McCormick!

Andrew shares his journey to building a long-term partnership, the ups and downs of his property management experiences, an effective strategy for employing the right individual, the reality of investing in California, and the lessons he learned while scaling their investment portfolio!

Key Points & Relevant Topics

• Andrew’s path to mentorship, partnership, freedom, and success
• The importance of having referrals in hiring the right people for a real estate business
• Things Andrew learned from managing his properties and hiring property managers
• Disadvantages of investing in the California market
• Why being active in your investments is important
• Benefits of investing in short-term and mid-term rentals

Resources & Links

• Podcast: RE Social Podcast
• Vincent Rodriguez’s Episode: Establishing a Real Estate Portfolio as a Working Professional
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Andrew McCormick

Andrew is a successful entrepreneur, investor, and real estate agent who owns multiple small business in Orange County, CA. His primary role in AnVi is managing current assets and building teams in new and current investment areas.

Vince has been the leading force behind AnVi Invest since its inception. Coming from an analytical background, he leads the team in the acquisition of new assets. He has been featured on major podcasts that stream worldwide.

Get in Touch with Andrew

• Website: https://anviinvest.com/
• Instagram: @anviinvest
• LinkTree: https://linktr.ee/anviinvest

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today’s episode with Stewart Beal discusses different aspects of real estate investing, from raising money and acquiring properties to acquisition, asset management, and capital preservation.

Stewart shares how he realized the power of real estate at a young age, doing due diligence, having people invest in syndications, techniques on massively growing a portfolio, and more topics we all don’t want to miss!

Key Points & Relevant Topics

• Stewart on investing in real estate at a young age
• Tips on doing due diligence and acquisition for rental properties
• Stewart’s recommendations for someone who wants to start investing in real estate
• Strategies for raising capital for multi-door apartments or properties
• Attracting investors to invest in syndication models
• Managing a huge team and their function in growing a portfolio
• Tools and resources for managing people and investment properties
• The importance of being conservative in protecting investors’ capital from a potential market downturn

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Stewart Beal

Stewart Beal is a serial entrepreneur who brings extensive management, marketing, and leadership abilities to all Beal Capital projects. Stewart has been actively involved in real estate, construction, acquisition, development, and management since 1997. When he was nineteen years old, Stewart founded Beal Properties, LLC and has since founded more than twenty other companies in the real estate and construction industries.

Beal Properties has purchased more than 100 properties over the past 17 years - in Ypsilanti, Ann Arbor, Toledo, Detroit, Monroe, and Dundee. His company currently manages over 3,000 apartment units, office spaces, and single family homes. Beal Properties employs more than 60 team members in Michigan and Ohio.

Stewart is a founding member of Watermark Partners, which manages a set of real estate funds that have raised and deployed more than $100 million in equity, closed more than 150 real estate transactions, and acquired more than 6,000 apartments over the past 5 years.

Stewart has a degree in Business Management from Eastern Michigan University and has served on the board of Ypsilanti’s Chamber of Commerce and Ypsilanti’s Downtown Development Authority. He is a licensed real estate Broker in the State of Michigan.

Under Stewart’s leadership, Beal Properties and Beal Incorporated have won myriad of awards at local, state, and national levels including Inc. Magazine naming Beal Incorporated the 191st fastest growing privately-owned business in America in 2010. Beal Inc. and Beal Properties were both honored with Washtenaw County Fast Track awards, marking the first time that the President of two companies was recognized simultaneously.

Get in Touch with Stewart

• Syndication Website: https://www.beal-capital.com/
• Property Management Website: https://gobeal.com/
• Email: sbeal@gobeal.com
• Facebook: Stewart Beal
• LinkedIn: Stewart Beal

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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What role do your corporate skills play in your real estate investing success? Let’s hear Deji Hambolu speak about his life as a W2 full-time worker and how he utilized it as a foundation of his investing journey, his strategies for accessing private capital, and his growth as an investor.

Listen to this episode to learn how to start building your portfolio as a busy professional!

Key Points & Relevant Topics

• Deji’s life in Nigeria, moving to the US, getting an education, creating opportunities for himself, and passive investing in real estate
• The contribution of Deji’s upbringing in Nigeria to his life in the US
• Choosing the right mentor for real estate investing
• Positive impacts of Deji’s W2 career on his real estate journey
• Why a W2 or corporate job is crucial to acquiring loans and capital
• Investment strategies W2 professionals can utilize to quit their full-time job
• Differences between acquiring and managing single-family and multi-door properties
• How Deji’s coaching and mentorship programs work for his students

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Deji Hambolu

Deji Hambolu is a real estate investor, realtor, entrepreneur, and founder of the High Quality Assets Podcast & Academy, an online wealth school and mentorship program.

A highly accomplished and experienced professional with a degree in process and systems engineering from Georgia Tech. Throughout his career, Deji has worked with some of the largest Fortune 500 companies, including Coca-Cola, UPS, and Equifax, where he used his expertise to improve processes and systems, resulting in significant time and cost savings for the organizations.

In 2021, he made the bold decision to leave his corporate career and focus on growing his portfolio and teaching others how to invest in real estate using other people’s money.

Get in Touch with Deji

• Website: https://dejihambolu.com/
• Email: admin@highqualityassets.com
• Instagram: @deji.ceo

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Tune in because this episode with Stephen Petasky will highlight a different level of Airbnb and short-term rental experience!

Today, Stephen shares his success in the hospitality industry, from the development to the management side of luxury vacation homes, the positive impact of proving value to his existing investors, and his continuous mission of transforming the short-term rental space with his brand.

Key Points & Relevant Topics

• Steve’s background in real estate and his road to partnerships
• Steve’s foundation for building a solid network
• What it’s like to manage properties remotely with less resources and technology
• The advantage of serving existing investors well
• Stephen’s goal of building short-term rental communities and a top-notch brand in the hospitality industry
• Current trends in Airbnb and short-term rental regulations
• The main thing that sets successful people apart in Airbnb and short-term rental space

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Stephen Petasky

Stephen Petasky is on a mission to revolutionize the short-term rental experience, bringing guests "luxury within reach" with the exciting new direction of his company, Luxus Vacation Properties. With access to a collection of high-end homes featuring the signature Luxus touch, you'll feel like you're staying in a five-star hotel with the comforts of a beautiful vacation home.

As CEO and Founder of The Luxus Group for the last 17 years, Steve’s team has facilitated over 20,000 amazing vacations in destinations all over North and Central America, the Caribbean, and Tuscany. The Luxus Group has now become a multi-disciplined company specializing in developing, managing, and servicing resort residential and hospitality real estate assets. With three offices globally and partnerships with luxury brands such as Four Seasons; Luxus has become one of the few companies in the world with this level of combined experience in the resort development, vacation rental, and hospitality industry.

Steve loves to share travel stories, anecdotes from his humble beginnings, lessons learned over the years, and help you dream big about their travel and real estate investment goals.

Get in Touch with Stephen

• Website: https://www.luxusvp.com/ / https://luxusgroup.com/
• Instagram: @stephenpetasky

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Let’s all learn from Michael Zaransky’s decades of experience in the real estate space in today’s episode!

Michael joins us to share his expertise in multifamily investing, raising, managing, and preserving investors’ capital, his sentiments on what’s happening in the market, and his advice everyone shouldn’t miss!

Key Points & Relevant Topics

• What attracted Michael to multifamily apartments
• The difference between investors now and decades ago
• Michael’s perspectives on selecting the right deals for investors in today’s market
• Advice on raising capital and things investors want to see in an investment opportunity
• The importance of communication and showing transparency to investors
• Strategies for preserving investors’ capital
• Market predictions in the next few years
• Which investment markets are performing and worth investing in
• Fostering a positive and innovative working culture and environment

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Michael Zaransky

Michael H. Zaransky founder and managing principal of the real estate development and investment firm, MZ Capital Partners. MZ Capital Partners has been recognized by INC Magazine as one of the fastest growing private companies in America by placement on the INC 500 list as well as the Best Place to Work in Multifamily by the National Apartment Association. Michael has a wide range of real estate, banking, and financial experience and has been a licensed Illinois real estate broker since 1979. Michael is a member of the Forbes Real Estate Council, the Young Presidents’ Organization (YPO-Gold), the National Apartment Association, and the Urban Land Institute.

Michael is a past Chair of the Chicago Association of Realtors Commercial Division as well as the Realtor Association’s Board of Directors and Executive Committee. Zaransky’s firm, MZ Capital Partners multifamily developments have received numerous industry awards and recognition including the NAIOP Multifamily Development of the Year Award.

He is a James Scholar graduate of the University of Illinois Urbana-Champaign and earned his J.D. at Northwestern University Pritzker School of Law. Michael has published numerous articles and lectured nationally on the subject of real estate investment. His real estate investment books “Profit by Investing in Student Housing” and “Purchase Rehab, and Reposition Commercial Investment Property,” real estate category best sellers, were published by Kaplan Publishing and are sold in major bookstores and online booksellers.

Active in numerous trade, civic, and professional associations, Michael serves on the Board of Directors of the Crown Family Foundation and, as a past Chairman of the Board, on the Board of the Jewish Federation of Metropolitan Chicago/Jewish United Fund, one of the largest philanthropic organizations in the nation.

Get in Touch with Michael

• Website: https://mzcapitalpartners.com/
• Email: mhz@mzcapitalpartners.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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From being in medical sales to real estate, Brandon will tell us what got him into flipping and eventually redeveloping land to build residential projects. Brandon will cover his experience in house flipping, his marketing strategy to find deals, and more of his expertise as a land developer.

Key Points & Relevant Topics

• The day Brandon realized prioritizing his financial well-being and his introduction to real estate
• Brandon’s journey in real estate after his first successful fix and flip
• Is it effective to use a mailing list as a marketing strategy?
• Brandon’s strategy for utilizing mailing lists in closing a deal and making an offer
• The importance of joining masterminds to succeed in a construction project
• What it needs to shift from fix and flip to real estate development
• Some criteria for making land conducive to housing projects
• The impact of being resourceful in real estate investing

Resources & Links

• Visit Brandon’s website at https://www.hbgcapital.net/ to get your FREE eBook “100 Questions Business Owners Ask Before Investing”
• Podcast: Recession Resistant Real Estate Radio
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Brandon Cobb

Brandon is the owner of HBG Capital, a real estate firm providing investors with superior risk-adjusted returns and downside principal protection backed by real assets in the residential single-family sector in Nashville, Tennessee. HBG Capital’s construction arm, HBG Construction, executes ground-up new developments, land development, and residential property rehabilitation. HBG Capital's acquisition arm, HBG Holdings, sources off-market land for redevelopment by working with the local communities to identify, rezone, and entitle land to bring the community's vision to life.

Get in Touch with BrandonWebsite: https://www.hbgcapital.net/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Whether you’re a seasoned investor or a busy healthcare professional looking to grow your hard-earned money, this episode with Dr. Alex Tam will let you see what more real estate investing can offer!

Dr. Alex joins us to share what amazed him about investing passively, the convenience of participating in syndication deals, and the power of education to grow in the real estate business.

Key Points & Relevant Topics

• How Dr. Alex got into real estate syndication as a limited partner
• What drove Dr. Alex’s motivation to pursue real estate investing despite his success in the medical field
• The importance of trust when getting into a syndication model
• Getting educated through mentorship programs to transition from limited to general partnership
• Why it’s highly recommended to be more diligent in today’s market
• Best places to find quality connections and business partnerships
• Treating real estate as a relationship and people business

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Dr. Alex Tam

Alex Tam is an entrepreneur, real estate investor, husband, father, chiropractor, and clinical director of an integrative medical practice with over 15 years of experience.

Their journey began in 2009 when they launched their medical office with the mission to alleviate the kind of pain his mother experienced. In 2018, seeking to expand their reach and impact, he and his wife explored new strategies, including social media engagement. That year, he attended the Grant Cardone 10X conference, where he was introduced to real estate syndication and connected with individuals from various professions. Inspired, they began their venture into real estate investment as Limited Partners in thousand units, transitioning from passive to active investing by 2021. they immersed themselves in the field through mastermind groups and educational programs like MIH Mastermind and Jake and Gino, leading to involvement in multiple general partnerships, joint ventures, and syndication deals in over 200 units since 2021. Now, he’s dedicated to guiding healthcare professionals toward investing in multifamily real estate, leveraging his network and insights to support their financial growth.

In 2022, alongside his partners, they founded a Virtual Assistant business aimed at assisting busy professionals to balance their workloads efficiently, ensuring they also have time for personal enjoyment.

His current mission is to empower other doctors to smartly invest their earnings for generational wealth and assist entrepreneurs in expanding their businesses without sacrificing precious family time.

Get in Touch with Dr. Alex

• Website: https://zephyrequitygroup.com/ / https://dralextam.com/
• LinkedIn: Dr. Alex Tam
• Facebook: Alex Tam

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, we’ve got a special guest, a real estate and tax lawyer, Brian Boyd!

Brian joins us to emphasize several benefits of investing in property rentals, helpful advice on buying and financing investment properties, and more of his expertise in unlocking the tax advantages of owning real estate!

Key Points & Relevant Topics

• Brian’s passion for real estate and the things he likes about this investment vehicle
• Brian’s advice on purchasing investment properties and borrowing money
• What the law says about real estate investing
• The short-term rental loophole and what does it mean
• More benefits of investing in rental properties people should know
• Advantages of buying and running investment properties using LLC
• How Brian’s coaching programs work and his goals for aspiring investors

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Brian Boyd

As a lawyer in Nashville, Tennessee, Brian Boyd helps clients with real estate, construction, and business matters. It is with that knowledge that he and his wife, Dawn, have grown their portfolio to a six-figure income. Brian earned his BA from the University of Tennessee -Chattanooga, a JD from Samford University’s Cumberland School of Law and an LLM in Taxation from Georgetown University Law Center.

Brian lives in Franklin, Tennessee, with his wife and son, Connor, and their three dogs, Bourbon, Bailey, and Bella. When not practicing law or working with Dawn on their real estate ventures, Brian can be found on the Brazilian Jiu Jitsu mats at his local gym.

Get in Touch with Brian

• Website: https://briantboyd.com/
• Instagram: @briantboyd
• TikTok: @briantboyd

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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How does professionalism can positively impact your real estate investing journey? Let’s welcome Karl Graham to the show and hear about his company’s success in the self-storage space, building connections and networks, and how they set themselves apart in the investment market that they're in.

Key Points & Relevant Topics

• What made Karl interested in real estate investing and why he chose self-storage
• Karl’s perspectives on choosing the best market for self-storage investments
• What does it mean to invest in self-storage in a professional way?
• Factors affecting rent changes in self-storage
• An interesting thing about self-storage occupancy
• Why Karl prefers non-climate controlled for most of his self-storage facilities
• Ways to grow and scale quickly in real estate investing
• Cultivating relationships and building partnerships
• Karl’s prediction about what’s coming in the self-storage space

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Karl Graham

Karl Graham, a dedicated husband, and father of six, launched his career as a geologist in the oil and gas sector where he developed a track record of successful investment idea generation, evaluation and execution. In 2020 he co-founded Luminus Capital, a real estate investment firm presently managing 525K square feet of self-storage. Passionate about building and enhancing businesses, Karl co-founded two specialty trade businesses. He earned a Bachelor of Science in Geological Engineering from Colorado School of Mines and his MBA from University of Chicago where he graduated with honors.

Get in Touch with Karl

• Website: https://luminuscapital.com/
• X (Twitter): @Karl_Luminus
• Email: inquiry@luminuscapital.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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We’re thrilled to have Roger Luri back on the show with his extensive expertise in building multifamily housing and mixed-use development projects!

Today, Roger shares their current focus market, his advice for new investors and developers, what his book and coaching program offers, and his perspectives on what’s going on in the market and economy today!

Key Points & Relevant Topics

• The difference between buying an existing and building a new multifamily
• Roger’s advice on successfully building a new multifamily
• Insights on the current banking system, economy situation, and housing market
• What to consider when choosing a market for new multifamily construction
• Roger’s motivation behind writing his book “Don’t Buy Multifamily! BUILD IT”
• What limited partners can expect in a new development deal
• The future of the real estate market in the coming years

Resources & Links

• Roger’s first episode: SA458 | Shifting Your Perspective on Multifamily and Real Estate Development
• Roger’s book: Don’t Buy Multifamily! BUILD IT
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Roger Luri

Roger has developed and built over $30MM in new construction residential and mixed-use properties in the Chicago market. His new book “Don’t Buy Multifamily! BUILD IT” tells you how it’s done and why it’s one of the most rewarding ways for investors to build wealth, year after year. “Growing up in Chicago, he was always fascinated by architecture.

After a career in commodities & securities at the Chicago Merc in the 1980s, he started out in real estate in 1987 putting together limited partnerships for historical tax credit rehabs in Chicago’s Buena Park neighborhood.

Through the early 90’s, he focused on marketing condo conversion projects on Chicago’s North Side and in 1994 he developed and built his first new construction 6 unit condo project in Buena Park. In the late 90’s and through the 2000’s, his companies focused on architectural design, development, construction and marketing of great condo projects and a large luxury single-family homes in Old Town, Buck Town, Lincoln Park and the Gold Coast as well as the Portico Townhome Project in the West Loop.

During this time from 2005-2010, he also served as a Director and Head of the Real Estate Committee on the board of Ravenswood Bank in Chicago’s Lincoln Square.

Serving on the loan committee of a community bank specializing in construction lending during the development heydays of the early 2000’s and credit crunch of 2008-2010 afforded a unique perspective and many lessons about risk and risk mitigation. He learned in the trenches, which deals are likely to run into troubles and which will stay strong if the market hits a rough patch.

With extensive experience in multifamily residential and mixed use development through several market cycles, he’s now focused on growing his private equity real estate firm. They partner with accredited LP investors. Their focus is to develop and build a portfolio of prime residential and mixed use properties.

Get in Touch with RogerWebsite: https://ld2development.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Want to know more about a lucrative asset class in today’s market? In this episode, we’re featuring Tyler’s business partner on the show, Jason Postill!

This time, Jason highlights finding opportunities in the thriving mobile home park space, the criteria for choosing the right location for this asset class, and more from our mobile home expert today!

Key Points & Relevant Topics

• Things that changed Jason’s perception about real estate investing
• How Jason selected the investment market for his first deal
• Self-managing mobile home parks
• What attracted Jason to choose the mobile home park despite its current status in the market
• How to create cash flow opportunities from mobile home parks
• Factors to consider when looking for the right market for mobile home parks
• The freedom real estate could offer investors
• The importance of picking your lane, being good at it, and staying consistent

Resources & Links

• The ONE Thing by Gary Keller and Jay Papasan
• Episode with Tyler Lekas: SA977 | Invest in Large Mobile Home Park Communities and Deals
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Jason Postill

Jason Postill got started in Real Estate after ending his professional baseball career in 2015 and joining a Publicly traded Real Estate investment firm that transacts $46B+ annually. Jason acquired assets and disposed of commercial properties in the multifamily and apartment sector for investors spread throughout various major U.S. metros.

He then started a full-service commercial brokerage in 2019 specializing in multifamily throughout the Southeast before partnering up with Tyler and forming MHCI Group which is now the largest private owner of mobile home communities in Arkansas.

Jason has a business-focused mindset, skilled in negotiating, and will be providing strategic planning, implementing company systems & operations. Some of Mr. Postill’s direct responsibilities will include marketing operations, acquisitions, debt placement, & investor relations.

Christian. Proud Father. NCAA National Champion. Professional Athlete. Majored in Business and Sports.

Get in Touch with Jason

• Website: https://www.mhcigroup.com/
• Email: jason@mhcigroup.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Let’s delve deeper into the complexities and opportunities of the commercial and retail space in today’s episode with Sandy Shindleman!

Today, Sandy walks us through his extensive background in the development and construction side of commercial and residential space, making multiple asset classes work together in one community, and the things he considers to ensure the success of a real estate development project.

Key Points & Relevant Topics

• Sandy’s journey to retail space, building relationships with well-known tenants, and construction business
• Current trends and the future of the retail space
• The typical ratio between retail and residential space
• Factors to consider when looking for the right locations for mixed-use development projects
• The value of treating people well and sharing your knowledge in real estate
• Succeeding in the real estate business by helping people succeed

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Sandy Shindleman

Sandy is the founder of the Shindico group of companies. Under Sandy’s leadership, Shindico has established itself as a trusted leader in all aspects of the Commercial Real Estate industry.

Sandy has been actively involved in the industry since 1975, lecturing at a variety of universities and conferences, writing a variety of articles and blogs, and acting as Chair for the Winnipeg Real Estate Forum and the CORFAC Conference Committee.

As a CCIM senior instructor Sandy has taught worldwide. He has served on numerous CCIM committees including Body of Knowledge, CCIM Board of Directors and Professional Standards Committee, and was President of the CCIM Foundation and Past Chair of the International Operations.

Sandy’s commitment to the environment and communities Shindico serves is evidenced by the company’s BOMA BEST Gold certified head office as well as his contributions to community initiatives such as the Shindleman Aquatic Centre in Portage la Prairie and the Assiniboine Park Conservancy’s Willow Tunnels.

Get in Touch with Sandy

• Website: https://www.shindico.com/
• Construction Services: https://snrconstruction.ca/
• Sandy’s Personal Business: https://storageville.ca/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Listen to this amazing conversation with Tyler Lekas as he speaks about his massive success in the mobile home park space!

Tyler covers some of the things investors must learn about building partnerships, the benefits of investing in mobile parks and communities, the current condition of this asset class, and interesting things about investing in the Arkansas market.

Key Points & Relevant Topics

• How Tyler got introduced to mobile home park investing and met his business partner
• Main reasons why Tyler is attracted to mobile home parks
• The current supply and demand of mobile home parks in the US
• What makes Florida a good market for mobile home parks
• Things to look at when looking for a long-term business partner
• The pain points of scaling a large real estate portfolio
• Having an exit plan or strategy in a syndication
• How the mobile home park eviction process works in Arkansas
• Advantages of investing in the Arkansas market
• Future trends and the current situation of the mobile home park space

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Tyler Lekas

Tyler Lekas began his career at First Investors as a Financial Advisor. He then moved to Stifel Nicolaus where he managed a hybrid book of both retail and institutional money. In 2017 he started the acquisition and management of mobile home parks. He purchased his first 55 space park in Florida in 2018. Since that time, Tyler, and Jason’s company, MHCI Group, have purchased 752 units throughout the Southeast and they are the largest private owner of mobile home parks in Arkansas. Tyler oversees the property management team, construction, inspections for new acquisitions, private utility expertise, and new/used home infills within each property.

Get in Touch with Tyler

• Website: https://www.mhcigroup.com/
• LinkedIn: Tyler Lekas
• Email: tyler@mhcigroup.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Start your week by learning new strategies to start your real estate investing journey! In this episode with Marc Kuhn, he shares some recommendations on what to do and avoid to succeed as an entrepreneur, his diverse real estate portfolio, the benefits of investing in self-storage, and more.

Key Points & Relevant Topics

• Marc’s life working for his father and eventually running his own business
• Marc’s advice for new entrepreneurs to succeed in starting a business
• The importance of asking for help and being open to working with people
• Reasons to add self-storage to your investment portfolio
• Marc’s current focus and his passion for educating people about real estate investing
• The current state of commercial real estate and the value of having an effective exit strategy

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Marc Kuhn

Marc Kuhn started his construction career in 1994 with his dad. He started at $1 per hour and got a $1 raise every year as he worked for his dad’s construction company. In 2010, he left his hourly job with $2,500 in his bank account. he started his entrepreneurial path and opened MAK Construction his first business.

He has grown the construction company to over $25 million a year. They develop commercial projects both 3rd party and investment projects for their investors. Since 2018, they have added over 200 units in the Midwest. The benefits of real estate have given him the freedom of time. his goal is to help investors reach financial freedom through real estate. Today, he owns and operates three successful companies that do eight figures a year.

Get in Touch with Marc

• Website: https://www.makconstructiongf.com/ / https://www.marckuhn.io/
• LinkedIn: Marc Kuhn
• YouTube: Marc Kuhn
• Newsletter: https://marckuhn.substack.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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What does it take to be a successful entrepreneur in the real estate business? Terrence Murphy speaks about his realizations as an athlete that led to his lucrative career as a Realtor, brokerage owner, and investor.

Terrence also shares his dedication to educating himself when he started and the lessons and challenges he faced as a young entrepreneur. Learn from our conversation and utilize this episode to put your desire to invest into action!

Key Points & Relevant Topics

• Terrence’s passion as an athlete and the challenges he had to go through
• Initial steps Terrence took to start his journey in real estate investing
• What Drive’s Terrence decision to pursue his real estate investing career
• Challenges of starting to build a portfolio and Terrence’s advice on overcoming them
• The downside and upside of investing as a young entrepreneur
• How to stand out as a brokerage in the real estate industry
• The concept of intentional congruence and its impact on Terrence’s journey and success

Resources & Links

• Terrence’s Podcast: https://terrencemurphy.com/podcasts/
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Terrence Murphy

Terrence has successfully partnered with or founded 22 companies under the Terrence Murphy Companies brand and has invested in 30+ additional companies as a venture capitalist totaling 52 companies. He has completed over $4B+ in sales and acquisitions. Terrence has brokered $1.5 Billion in real estate sales and has an extensive real estate portfolio. Terrence possesses the same traits that he portrayed on the football field: integrity, passion, hard work, dedication, loyalty, desire to succeed, and excellence, all of which help his businesses continue to grow and his clients receive superior service.

Get in Touch with Terrence

• Website: https://terrencemurphy.com/
• Instagram: @terrencecmurphy
• LinkedIn: Terrence C. Murphy Sr.
• Facebook: Terrence C. Murphy Sr.
• Twitter (X): @TerrenceRealtor
• YouTube: Real Estate Entrepreneur with Terrence Murphy

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In today's episode, let’s get into Kevin Dureiko’s expertise in the private lending business, capital raising, and originating loans!

Kevin shares his initial focus on purchasing small and non-performing loans from local banks, his transition to commercial debt space, networking to gain investors and raise capital, and financing income-producing real estate assets.

Key Points & Relevant Topics

• How Kevin started buying debt and non-performing loans
• Kevin’s criteria for buying non-performing loans
• Kevin on working on the lending side, raising funds, and what it takes for him to learn about originating loans
• The importance of having a network in raising capital for an offering
• Borrowers and investors’ sentiments in today’s real estate market
• Why Kevin is focusing on ground-up projects in today’s market
• The need for strict regulations in the debt space

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Kevin Dureiko

Kevin Dureiko resides in Connecticut with his wife, Valerie, and their two young children. As a family, they enjoy outdoor activities, traveling, and are actively engaged in their community and church.

Kevin founded Birch and Dobson LLC in 2007. Initially, Birch and Dobson operated as a debt buyer but has since evolved into a private real estate debt fund.

In the early stages of his career, Kevin gained valuable experience in engineering, logistics, and served as a VP for a private lender. Additionally, he was a monthly consultant for nearly four years to a $30 billion hedge fund, focusing on the private lending industry, before fully dedicating himself to the growth of Birch and Dobson.

As the Fund Manager, Kevin raises capital from accredited investors, which is then deployed as first position mortgages on investment real estate. The fund specializes in financing income-producing properties for real estate investors and ground-up construction projects. In 2024, Kevin aims to leverage his extensive skills in the private lending industry to further advance the profession, educate more people about the power of private money funds, and propel Birch and Dobson past $30 million in assets under management.

Kevin Dureiko is a contributor on platforms such as Bigger Pockets and Apple Podcasts and frequently speaks at various conferences along the East Coast. More information about him can be found at KevinDureiko.com and birchdobson.com.

Get in Touch with Kevin

• Website: https://www.kevindureiko.com/
• Facebook: Kevin Dureiko
• LinkedIn: Kevin Dureiko

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, Chad King joins us to discuss his success in flipping and wholesaling before transitioning into multifamily investing, how he made it possible to go from active to passive, and the strategies that make him continuously win deals in today’s market.

Whether you’re an active or a passive investor, tune in to this episode to learn more!

Key Points & Relevant Topics

• Why did Chad start his real estate investing journey as a flipper?
• Chad’s strategies for building his deal flow in flipping and wholesaling
• The point where Chad decided to shift from active flipping and wholesaling to passive multifamily investing
• The multifamily space in 2024 and the effect of politics on real estate
• Secrets to winning deals and Chad’s insights on alternative investments
• Why it’s important to be conservative in rent projections and underwriting
• The power of passive income in living a life of freedom

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Chad King

From the onset, Chad was interested in understanding wealth/money. This quest to understand money led Chad to get finance and accounting degrees from Florida State University. Sadly, college didn’t teach the individual how to acquire wealth for themselves, only how to work for others.

After college, Chad took a job at Xerox selling copiers door to door, understanding that salespeople could control their own income. He mastered the game, becoming the number one producer in new business at Xerox in just his second year.

Chad was simultaneously studying successful individuals who had achieved tremendous wealth and prosperity. He noticed a common theme amongst them—real estate. With an amazing woman by his side, Chad jumped into real estate full-time, and Titan Capital was born.

Starting out in the wholesale/fix&flip space Chad has completed over 400 flips in his career. Apartments were always the end goal and Chad was able to take his active income from flipping and began acquiring commercial real estate.

Titan Capital Group is all about creating and preserving wealth. As well as taking care of our tenants, properties, and investors. We seek direct investment opportunities in appreciating, cash-flowing multifamily real estate. Titan Capital purchase value-add assets below replacement cost, allowing us to create equity upside. We then employ operational and management strategies to create stable, maximized returns over the life of the project and upon disposition.

Chad has purchased 24 commercial real estate properties, completed 14 syndications, and has taken 10 projects full cycle. With an average IRR of 28% to investors. We are fortunate to have selected good properties with sound debt options and has never had to complete a capital call on any projects.Titan Capital currently operates $122,000,000 in multifamily real estate with majority being in Middle Tennessee. When he’s relaxing, you can catch Chad on the golf course or hanging out with his incredible family.

Get in Touch with Chad

• Website: https://titancapitalgroupllc.com/
• Instagram: @mrchadking
• Facebook: Chad King

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, we’ve got another incredible story from Rob Rowsell of how he went from a miserable to a fulfilling life!

Rob will share what made him decide to get out of addiction and turn his life around, his journey to the success he has today in real estate investing, and more from him that every investor should hear!

Key Points & Relevant Topics

• Rob’s crave for acceptance, drug addiction, sobriety, and entry into real estate investing
• What motivated Rob’s decision to stop his drug addiction and put his life back
• Rob’s faith in God and its role in his sobriety
• Valuable advice for someone who wants to get out of addiction
• Rob’s transition from solopreneurship to real estate investing and his current portfolio
• Managing a large and diversified real estate portfolio
• Factors to consider when looking for the right market and investment properties
• The motivation behind Rob’s and its goal for readers

Resources & Links

• Rob’s Book: Addicted to Life, How I Went From Homeless To Extraordinary Success & Happiness In A Short Period of Time
• Retire Young Retire Rich by Robert T. Kiyosaki
• Who Not How by Dan Sullivan
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Rob Rowsell

Rob Rowsell is an award winning real estate investor and entrepreneur whose guidance has helped countless people just like you to turn their lives around, or to simply get out of a place of complacency and find their True Purpose.

Formerly a homeless drug addict, Rob decided he was DONE with living below what God had intended for his life & now has 24 years of Sobriety. Through hard work, his faith in God and the support of his family, he then found success in the fields of Auto Repair, Real Estate Investing and is a Best Selling Author as well.

He started his first auto repair shop in 2004 with his beautiful bride, Claudia, and had a successful EIGHT FIGURE exit from his 5 auto repair shop businesses in 2021.

He has been investing in RE since 2007 when he started flipping houses, then he kept some of those as rentals, then graduated to Multi-family in 2009.

He got his single-family education from Wealth Intelligence Academy, Robert Kiyosaki, in 2007, and he got his Multi-family Education from RE Mentor, David Lindahl, in 2009. He was inducted into both of those schools’ Hall of Fame, Robert Kiyosaki’s Wealth Intelligence Academy in 2009 and RE Mentor in 2018.

He currently has 3000+ units, 25 complexes, in 6 states, valued at $117,000.00 AND is currently in escrow on 233 additional units in Las Vegas Nevada at this time.

Rob's bestselling book, “Addicted to Life, How I Went From Homeless To Extraordinary Success & Happiness In A Short period of Time” details this incredible journey.

Get in Touch with RobWebsite: https://www.robrowsell.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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How will you find courage and strength amid adversities and life challenges? This episode features Jeffrey Holst’s inspiring story about successful investing, failure, and living life to the fullest!

This conversation with Jeff focuses more on valuing life, investing as a tool to fulfill your dreams, learning from mistakes through education, and his positivity, which will impact all of us!

Key Points & Relevant Topics

• Jeff’s entry into real estate, his diagnosis of leukemia, and how he went to bankruptcy
• The struggles Jeff had to overcome when he was diagnosed with a life-threatening sickness and his realizations in life
• What’s attractive about real estate investing that people must see?
• The value of being resourceful to get educated and have enough knowledge about real estate
• Jeff’s story on having his bucket list, living his best life, and spreading positivity
• What drove Jeff to write his book “No Bad Days: How to Make Every Day Great”
• Insights on the current real estate market situation and multifamily space

Resources & Links

• Jeff’s Book: No Bad Days: How to Make Every Day Great
• Jeff’s YouTube Video: Learning to Live the Best Version of My Last Life Ever
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Jeffrey Holst

Jeffrey Holst is an attorney, an author, a public speaker, a podcast host and a real estate investor. He has appeared on hundreds of podcasts and radio shows, where he has shared his incredible story of overcoming adversity and living an extraordinary life.

In spite of multiple life threatening illnesses, he has still found a path to climb to the highest point in Africa, swim with wild dolphins in the Red Sea, dodge sharks while diving at night in Australia, and hike among seals and penguins in Antarctica.

Jeff graduated early, with honors from Michigan State college of Law, where he was the graduating class speaker. He also holds an MBA. When not exploring the world, Jeff, splits his time between his homes in Chattanooga, Tennessee and San Juan, Puerto Rico.

His book No Bad Days - How to Make Every Day Great which was published by New York Publisher Morgan James in 2023, and quickly became an Amazon bestseller. It was the number one new release in personal finance on the first day it was available. Jeff is often referred to as the most interesting man in the world.

Get in Touch with Jeffrey

• Website: https://www.jeffreyholst.com/
• YouTube: Jeffrey Holst
• Facebook: Jeffrey Holst / Last Life Ever
• Instagram: @jeffreyholst

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If you missed listening to our real estate investing experts last month, visit the links below!

https://bonavestcapital.com/podcast/
https://www.buzzsprout.com/1368325

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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How possible is it for a 16-year-old to raise capital for real estate investment? Let’s dive deeper into Andrew Abernathey’s fascinating journey of building his entrepreneurial spirit at such a young age!

Andrew will definitely inspire everyone with his story of finding stability in the real estate investing business, success in capital raising and self-storage, and what we can learn from his past mistakes!

Key Points & Relevant Topics

• Andrew’s exciting story of how he got into real estate at a young age
• Andrew’s foundation to start getting himself educated about real estate investing
• How Andrew made it possible to raise $380,000 at the age of 16 and made a profit
• Overcoming the challenges of investing at a young age
• The pressure of being in a family with a good reputation in business
• The importance of getting into mentorship
• Things Andrew looks for when investing or venturing into different businesses
• Andrew’s goals in the self-storage space
• Trends in the self-storage space that make this asset class still resilient

Resources & Links

• Warren Buffet
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Andrew Abernathey

Andrew Abernathey is the Chairman and Founder of Abernathey Holdings, the Class A developer that has capitalized on vertical integration from inception to completion through operation. From general contractor to equipment supply and garage door dealer, Abernathey Holdings is paving the future of Self Storage solutions across the largest cities in America.

Born and raised in rural North Dakota, Andrew was instilled with lessons of hard work, the value of a dollar, and how to make that dollar compound.

Get in Touch with Andrew

• Website: https://abernatheyholdingco.com/ / https://www.andrewabernathey.com/
• Facebook: Andrew J. Abernathey
• Instagram: @andrewjabernathey
• Twitter (X): @AbernatheyAj
• LinkedIn: Andrew J. Abernathey

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Stay updated about the current trends and future opportunities in real estate in this episode with Ben Fraser!

Ben walks us through his career, from the financing and lending side to investing and capital raising. He also provides some strategies for building trust with potential investors, data-driven market insights, and thriving amidst rising interest rates.

Key Points & Relevant Topics

• Ben’s background in the commercial space specifically as a Commercial Credit Underwriter and Commercial Lender
• Ben’s journey to the investing side and raising capital, his thought process, and mindset shift
• How to attract investors and gain their trust
• Current trends and opportunities in today’s real estate market
• Ben’s perspectives on what to expect in the market and the impact of interest rates on the current trends
• Investors’ sentiments and how their decision is impacted by the distress in the market

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Ben Fraser

Ben Fraser is the Chief Investment Officer at Aspen Funds, where he combines his analytical nature with a passion for delivering outstanding client service and strong returns through out-of-the-box investments. With a professional background that spans over a decade, Ben has become an expert in the field of investment management and has worked for several reputable financial institutions.

Ben is the co-host of the Invest Like a Billionaire podcast, where he joins his father, Robert, co-founder and CFO of Aspen Funds, along with co-founder Jim Maffuccio, to discuss economic trends and best practices for alternative investing.

Prior to joining Aspen, Ben served as a Commercial Lender at First Business Bank, one of the top SBA lenders in the nation. There, he specialized in government-backed loan originations, specifically SBA and USDA loans. Before that, he worked as a Commercial Credit Underwriter for Crossfirst Bank, where he personally underwrote over $125MM in C&I and CRE loans across various industries.

Ben also has experience working in the asset management industry, having served as a key member of the team at Tortoise Capital Advisors. At Tortoise, he helped grow institutional managed accounts from ~$3BN AUM to ~$7BN AUM.

Ben holds an MBA from Azusa Pacific University and a Bachelor of Science in Finance from the University of Kansas, where he graduated magna cum laude. Ben’s commitment to excellence and his ability to deliver strong returns for clients make him an invaluable asset to the Aspen Funds team.

Get in Touch with Ben

• Website: https://aspenfunds.us/
• Podcast: https://aspenfunds.us/podcast/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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How can you professionally serve prosperous families and investors in preserving their wealth through real estate investing? Today, we’ve got DJ Van Keuren and his expertise in building a reputable family office!

DJ speaks about his competence in analyzing deals in the current real estate market, his point of view on finding investment opportunities, and what passive investors need to consider to capitalize on the potential of real estate regardless of the market situation.

Key Points & Relevant Topics

• How DJ got involved in the family office space
• The difference between an institution and a family office
• Identifying deals and opportunities to outweigh the risks of investing
• Current trends in the real estate market
• Things to consider when looking for a market to invest in
• Taking advantage of the opportunity in the multifamily space
• What to expect in terms of the deal flow in today’s market
• DJ’s valuable advice for passive investors

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About DJ Van Keuren

Named as one of Family Capitals Top 10 U.S. Family Office Real Estate Professionals, one of Trusted Insight's Top 30 Real Estate Investors at a Family Office, and founder of the Family Office Real Estate Institute, Mr. Van Keuren is the Co-Managing Member for Evergreen Property Partners.

D.J. has held senior management positions in real estate at several prominent single-family offices. Among them are The Hayman Family (Giorgio Perfume/Giorgio Beverly Hills & Discuss Dental), the Arsenault Family office (Mountain High Yogurt), and acting as the President of real estate for a family member of an owner of an MLB team.

Mr Van Keuren is a member of the Forbes Real Estate Council, a frequent writer for Forbes on family office real estate investing, author of "Real Estate Investing for Family Offices," founder of The Family Office Real Estate Insitute, President of the Harvard Real Estate Alumni Organization, and a frequent speaker at family office conferences around the world. In addition, DJ was a Family Wealth Alliance finalist for its Best In Industry Awards for Thought Leadership and Special Industry Contributions awards. He has been published in Forbes, Family Office Elite, Real Asset Advisor, National Real Estate Investor, and Private Wealth and mentioned in The New York Times, PERE, National Real Estate Investor, and Trusted Insight, among others. Mr Van Keuren is a current Advisor to Keiretsu Family Office, a member of the GP Advisory Committee to Gated Rentals and a past Stanford Global Family Office Committee member, editorial board member for Real Asset Advisor Magazine, a prior Board Member for the Real Estate Academic Initiative at Harvard.

D.J. received his Master's Degree from Harvard University in Management and Finance, attended graduate studies in Real Estate from the NYU Schack Real Estate Institute, and received his B.A. from Ball State University as part of the universities Div IA baseball team.

Get in Touch with DJWebsite: https://www.djvankeuren.com/ / https://fore.institute/ / https://www.evergreenpropertypartners.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Want to learn how to stand out in the vacation and short-term rental space? We’ve got the right guy for you in this episode, Karan Narang!

Karan joins us to give tons of value through his mastery of vacation rental investing, how to succeed in this game despite its demand in the market, the significance of having effective systems and processes in place, and more things you should know about short-term rental!

Key Points & Relevant Topics

• Reasons why Karan likes vacation and short-term rental investing
• The power of short-term and vacation rentals in offsetting taxes
• 3 great markets for short-term rental investing
• The 5 pillars of success in short-term rentals and Karan’s advice to stand out from the competition
• Vacation Rental Mastery: Its programs and what they do for students
• Cultivating your mindset to grow and be resilient
• The importance of building systems and processes in managing short-term rentals
• Karan’s perspective on the state of short-term and vacation rentals in today’s market
• Recommendable systems and tools for short-term rentals
• Important metrics to consider when investing in vacation rentals

Resources & Links

• Podcast: The Vacation Rental Mastery
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Karan Narang

Karan is a vacation rental investor, property manager, and coach with over two decades of professional experience. He is the founder of VacationRentalMastery.com, a coaching platform dedicated to cultivating success in the vacation rental market. Karan's keen eye for profitable opportunities has consistently maximized returns for property owners, thanks to his meticulous approach to property selection and his deep understanding of market dynamics.

As the driving force behind VacationRentalMastery.com, Karan empowers aspiring vacation rental professionals with the tools and knowledge needed to thrive. He offers personalized coaching that covers investment strategies, property management best practices, and the latest market trends, helping his clients navigate the complexities of the vacation rental market with confidence.

Through AAStays.com, Karan manages a wide array of properties, overseeing every aspect from marketing and guest relations to maintenance and financial management. His strategic approach ensures not only superior guest experiences but also enhanced profitability for property owners.

Karan's dual role as a coach and property manager leverages his extensive experience to foster success in the vacation rental industry, making him a trusted advisor and manager who delivers exceptional results and invaluable guidance.

Get in Touch with Karan

• Website: https://vacationrentalmastery.com/ / https://www.aastays.com/
• Facebook: Vacation Rental Mastery
• LinkedIn: Karan Narang
• Instagram: @vacationrentalmastery

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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We’ll start this week by talking to one of the experts in commercial value-add strategy, Rafik Moore!

Rafik walks us through his strategies from acquiring to converting mismanaged properties into lucrative investments, building connections with brokers, the potential of focusing on the industrial and retail sectors, and how his resiliency has helped him thrive and succeed over the years.

Key Points & Relevant Topics

• What made Rafik start his investing journey through flipping houses
• The importance of not giving up on real estate despite mistakes and losses
• Rafik’s approach to increasing the occupancy rate of a property or building
• Finding deals in today’s market and building relationships with brokers
• The value of acquiring distressed assets and recognizing their investment potential
• Hedging against risks of investing in real estate

Resources & Links

• Rich Dad Poor Dad by Robert T. Kiyosaki
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Rafik Moore

Originally from Uzbekistan, Rafik Moore now resides in Edina, MN, with his family. He graduated in 2001 from the University of Minnesota’s Carlson School of Management with a Bachelor of Science in Finance.

Rafik is a seasoned professional in the commercial real estate sector, with over two decades of experience. His expertise spans overseeing the organization's commercial services, including asset management, property management, and investor services. He has an impressive track record, managing over $310 million in assets nationwide.

Rafik is dedicated to revitalizing distressed properties and takes pride in mentoring emerging leaders. His core values include hard work, equality, and community contribution. He is multilingual, fluent in English, Spanish, Russian, and Uzbek, and enjoys reading, running, chess, and mountaineering. Active in the community, Rafik is committed to making a meaningful impact.

Get in Touch with RafikWebsite: https://braitcapital.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Key Points & Relevant Topics

• The reason behind the founding of New Silver and the need for the digitalization of consumer mortgages
• The impact of blockchain technology on real estate investing
• Does the current law and regulation have an impact on blockchain technology?
• Why blockchain application developers should make platforms easy for end-users
• How developers can protect blockchain platforms from fraud

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Kirill Bensonoff

Kirill Bensonoff, the Co-Founder and CEO of New Silver which recently launched free loan origination software for its wholesale partners, has had a successful journey in creating dynamic fintech solutions. Kirill is an advocate for crafting and supporting groundbreaking fintech solutions. With a robust background encompassing over 18 years in fintech, real estate, blockchain, and cloud computing, Kirill has successfully bootstrapped two high-growth tech companies to multimillion dollar exits. His journey is a testament to the fusion of expertise and entrepreneurial spirit, shaping the future of financial technology.

Get in Touch with KirillWebsite: https://newsilver.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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You’ll surely get motivated to start your real estate investing journey when you listen to this episode with Leslie Awasom!

Leslie shares the things that made him quit his job in the medical field to shift into investing, his success in the multifamily space, strong partnerships, the value of mentorship, his continuous growth, and his passion for guiding aspiring investors.

Key Points & Relevant Topics

• What made Leslie changed his career path and life trajectory
• Steps Leslie had to take to get educated and learn about real estate investing
• The importance of learning from mistakes
• Why you should have the right mentor when transitioning to multifamily investing
• The role of personal branding and networking to succeed in capital raising
• Leslie’s approach to overcoming his impostor syndrome
• The core values that contributed to Leslie’s growth and success in real estate

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Leslie Awasom

Leslie is the Director of Operations and Co-founder of XSITE Capital Investment LLC. He manages the company operations, market/data analysis, cash flow and budget analysis. Leslie bought his first investment property in 2017 and transitioned to multifamily investing in 2019.

Leslie is a trained Nurse Anesthetist and entrepreneur who lives in Hanover, Maryland.

Leslie and the XSITE Capital team host a rapidly growing multifamily-focused meetup in Maryland where they provide resources and add value to individuals interested in growing their wealth and changing their financial future.

Leslie is a husband, father of two beautiful girls and a son and loves to spend his spare time reading and flying drones.

Get in Touch with Leslie

• Website: https://xsitecapital.com/
• LinkedIn: Leslie Awasom, CRNA
• Facebook: Leslie Awasom
• Instagram: @leslieawasom

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, Laith Hermiz joins us to share his incredible experience in retail development and expertise in seizing opportunities in the retail space!

Laith discusses how he continues to thrive in the single-tenant net lease despite some challenges in the market, the present and future trends in the retail business, and more insights that will help you stay ahead of the game in this asset class.

Key Points & Relevant Topics

• Laith’s extensive background in real estate development
• How to stay ahead of the competition in the single-tenant net lease space
• The future of single-tenant net lease and retail real estate
• The impact of online sales and businesses on retail real estate
• What’s the real challenge in the market today and what makes Laith optimistic in the retail space
• Current trends and future opportunities in the STNL space
• The importance of networking, taking risks and action, and starting early in real estate

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Laith Hermiz

Laith Hermiz founded Ironside Realty to transform long-term relationships into high-quality development projects and acquisition opportunities. As founder and Chief Executive Officer of Ironside Realty, Laith is responsible for the execution of company strategy, including implementing and directing all development and investment transactions and guidance for all asset management activities.

Mr. Hermiz has a diverse background in commercial real estate both in the public REIT and private sectors. He has acquired and developed over $2 billion worth of STNL retail, shopping center, mixed-use, and industrial projects. Prior to founding Ironside Realty, Mr. Hermiz served as Chief Operating Officer and Executive Vice President with Agree Realty Corporation. During his time at Agree Realty, he was integral in the company’s growth from 73 properties to over 1,600 properties in just over 11 years. He served as the point person to all major retailers, establishing invaluable, enduring relationships throughout the industry.

Prior to Agree Realty, Mr. Hermiz held positions as Vice President of Development and Redevelopment with Ramco-Gershenson Properties Trust, a large shopping center REIT. Mr. Hermiz holds a B.S. from Loyola University, Chicago, and a Juris Doctorate from the University of Detroit-Mercy School of Law. He is a licensed attorney and real estate broker in the state of Michigan and an active member of the State Bar of Michigan and the International Council of Shopping Centers.

Get in Touch with Laith

• Website: https://www.ironsiderealty.com/
• Email: laith@ironsiderealty.com
• LinkedIn: Laith Hermiz

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Want to get to know a retirement investing system where you can have the freedom to choose your investments? Parker Pursell is here to explain the flexible options they offer, the things you should know about retirement investing, and take action today.

Don’t miss out on learning from Parker’s wisdom about finances and investing in this episode!

Key Points & Relevant Topics

• Parker’s life in the hospitality space
• How Parker got into financial services and how it changed his outlook on money
• How eQRP works for real estate investing
• 401(k) vs. IRA and what’s better for real estate investors
• Rollovers of active 401(k) and IRA
• The role of eQRP for syndicators and capital raisers
• The importance of taking action and leveraging what your retirement account can do

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Parker Pursell

Parker Pursell serves as the President of eQRP, a financial services company focused on helping physicians, business professionals, and investors break their financial shackles and find their path to financial freedom. With a servant leadership mindset, Parker has helped mentor and grow both people and profits for companies such as Chick-Fil-A and Pursell Farms. Finding himself unemployed during the COVID-19 pandemic, Parker discovered a newfound passion for helping guide others on their paths to financial freedom, which lead him to the eQRP. Today, through his leadership, speaking, and mentorship, Parker shares his story of inspiring the people around him to become better versions of themselves than they were before.

Get in Touch with Parker

• Website: https://eqrp.com/
• LinkedIn: https://www.linkedin.com/in/parker-pursell/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Let’s start the week by having Cameron Pimm and listening to his success in the multifamily space! Cameron joins us to share his journey from acquiring to self-managing his first deal, how he mastered building connections with brokers, and the value of communication in exiting a deal.

Key Points & Relevant Topics

• The biggest challenges of self-managing a deal with partners
• Approaching investors for the first deal and how to gain their trust
• Why it’s important to collaborate with brokers and get to know them
• Cameron’s exit strategies and the things he considers when looking for a potential buyer
• A significant advice for underwriting a deal

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Cameron Pimm

Cameron Pimm is a multi-family and commercial real estate professional with experience spanning across the spectrum of real estate investment encompassing acquisitions, debt and equity structuring, asset and property management, and dispositions. Cameron’s experience prior to starting Stonemark Landings includes co-founding successful real estate investment companies focusing on repositioning undervalued multifamily assets and acquiring in-town commercial properties.

He has also worked for industry leaders to oversee portfolios of multifamily assets for institutional and private clients, direct the operations of a portfolio of shopping centers throughout the Southeast, and consulting for the Governor of Tennessee on the highest and best uses for state owned real estate. Mr. Pimm earned a Bachelor of Business Administration degree from Goizueta Business School of Emory University with focuses in Real Estate, Management, and Marketing.

Get in Touch with Cameron

• Website: https://stonemarklandings.com/ / https://urbanlandings.com/
• LinkedIn: Cameron Pimm

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Deep dive into our conversation today as David Lilley tells his story of starting real estate investing with no experience and succeeding in the residential and self-storage space.

David also shares his strategies while investing out of his backyard and the value of mentorship, property management, and business automation. Don’t miss out on learning more and support us in bringing more amazing people to this show!

Key Points & Relevant Topics

• How David learned more about real estate investing while working overseas
• David on building his team out of state
• The importance of having a mentor in overcoming challenges
• Challenges David had to face in raising money for the first time
• Pivoting from residential to self-storage investing and how David increased its occupancy rate
• The convenience of hiring a property manager and utilizing automation for a self-storage facility
• Networking and partnering with the right people in the business

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About David Lilley

David began real estate investing in 2013 with the purchase of his first Single Family Rental. Drawn to the economies of scale inherent to Multifamily, he purchased a 6-unit MF property in 2018. David has since sponsored the purchase of 1073 MF units valued at over $130m.

Starting from scratch, David has direct experience with every facet of real estate acquisitions, redevelopment, and property management.

Prior to his career in real estate, David served as an Infantryman in the United States Marine Corps with one combat deployment to Afghanistan. He worked as a Firefighter/Paramedic and was specially trained in multiple technical rescue disciplines. He later worked under the Department of State providing Close Protection to DoS officials including the Secretary of Defense. He deployed multiple times to Baghdad, Iraq.

Finally, David deployed multiple times to the southern Philippines in direct support of SOCOM as a Search and Rescue Paramedic.

Get in Touch with David

• Website: https://reapcap.com/
• LinkedIn: Reap Capital
• Facebook: Reap Capital
• Instagram: @reapcapital
• TikTok: @reapcapital

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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With so many asset classes and niches in real estate, discover why Zach shifted his focus on value-add multifamily investing in this episode!

Zach walks us through his journey and experiences in real estate, how he ended up in multifamily after several strategies, and emphasizes the significance of underwriting and due diligence to thrive in the multifamily space.

Key Points & Relevant Topics

• Zach’s experiences from mortgage and residential brokerage to syndication and investing
• What made Zach interested in hotel investing and looked for other opportunities later on
• Zach on getting into flex industrial, office space, and triple net lease
• Advantages of investing in multifamily value-add over flex industrial
• The importance of constant underwriting in a competitive real estate market
• Having patience and thorough due diligence in real estate investing

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Zach Winner

Zach is a founding partner and the CEO of Prosperity CRE, a private equity firm specializing in providing passive investment opportunities in multifamily apartment complexes.

He focuses on overseeing the real estate investment portfolios and advising and assisting clients who choose to invest with Prosperity CRE. Zach has successfully owned and operated a residential real estate company, mortgage brokerage company, and escrow company, with offices in Northern and Southern California, assisting clients in the purchase, finance, and sale of properties throughout the United States.

Zach also has extensive legal, public affairs, and ballot measure campaign management experience, including representing clients in a wide variety of commercial real estate and land use transactions. He is a licensed attorney and member of the California Bar Association. He is a graduate of the University of Southern California, and the McGeorge School of Law at the University of the Pacific. Get in Touch with Zach

• Website: https://prosperitycre.com/
• LinkedIn: Zach W.

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this episode, Tony Lopes promotes the importance of having real estate investments as an additional income stream and a hedge against the risks of relying on corporate jobs.

Tony also highlights his strategic approaches to private lending, ways to participate in real estate opportunities, forming a diverse team to overcome challenges, and engaging with coaching programs. Check this valuable conversation and start shifting your approach to freedom and retirement!

Key Points & Relevant Topics

• Tony on getting laid off from work and retirement at the age of 44
• The risk of relying on corporate jobs and the need for financial protection
• Benefits of holding real estate investments and the freedom that comes with it
• Is it a good idea to invest in syndication in today’s market?
• The most challenging part of being an active investor
• How powerful is private lending and what people don’t know about it
• Building wealth despite difficulties in the real estate market
• The importance of growing your network in real estate
• Surrounding yourself with the right people in the industry

Resources & Links

• Freedom at Risk by Tony Lopes
• Real Estate Personality Test: https://dirtybootscapital.com/real-estate-personality-test
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Tony Lopes

Tony Lopes is a first-generation American, CEO of Dirty Boots Capital, real estate professional, bestselling author, coach, and speaker. He earned a BS in Mechanical Engineering and an MBA from UMass. He worked in the defense industry for 19 years managing multi-million dollar programs while simultaneously building a portfolio of residential income properties. His investments, coupled with his understanding of markets and economics allowed him to retire at age 44. What really drives Tony is sharing his knowledge and experience so that others can achieve financial independence and enjoy the same level of freedom he does.

Get in Touch with TonyWebsite: https://dirtybootscapital.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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We’re back for another episode that will guide us more to navigate the complexity of deal and property financing in today’s market!

Today, we’re excited to have Shante Duffy on the show to discuss her expertise in loan servicing, her approach to serving investors in acquiring loans, and the process for borrowers to qualify for loans with them.

Key Points & Relevant Topics

• How Shante got into the mortgage servicing industry
• Things Shante loves about the mortgage servicing business
• The typical process and steps for investors to acquire loans
• Would there be regulatory changes impacting investors in utilizing loan services?
• What happens if servicers fall out of compliance?
• The most challenging part of handling non-performing loans for servicers
• How important it is for investors to constantly communicate with loan servicers

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Shante Duffy

Shante Duffy stands out as a leading figure in the mortgage servicing industry, holding the pivotal role of Director of Business Operations at BIFI Loan Servicing. Her influence and dedication have made significant impacts across the sector.

With over a decade of dedicated service, Shante has mastered the intricacies of loan servicing operations, regulatory compliance, and management of bankruptcy and foreclosure processes. Her hands-on experience has been instrumental in driving success and efficiency.

As a visionary cofounder of BIFI Loan Servicing, Shante has directly addressed investor frustrations, creating a platform "By Investors, For Investors." This initiative showcases her commitment to solving industry-wide "pain points" in the loan servicing space and enhancing investor focus and satisfaction.

Get in Touch with Shante

• Website: https://bifils.com/
• Email: servicing@bifils.com
• LinkedIn: BIFI Loan Servicing / Shante Duffy
• Facebook: BIFI Loan Servicing LLC / Shante Duffy

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Is it possible to achieve true happiness and abundance in real estate investing?

Let us all be inspired by Dan Zitofsky’s story and his decades of experience! Dan shares his insights on finding opportunities in the current market condition, the importance of building connections with the right people in the industry, and a motivating story that everyone should hear. Dive in to learn more!

Key Points & Relevant Topics

• Dan’s extensive background in real estate and his current focus on seller financing and turnkey rentals
• What does a transactional mindset mean for Dan?
• The kind of people in real estate you need to be surrounded with
• Dan’s approach to getting opportunities and providing value in times when the interest rate is high
• Emerging and opportunistic markets
• Options for high-income professionals to attain financial stability and build legacy wealth in real estate
• Prioritizing relationships with people over chasing money

Resources & Links

• Passive to Prosperous by Dan Zitofsky
• To sign up for Dan’s FREE Seller Financing Cheat Sheet, go to https://www.passivewealthacademy.com/sellerfinancing.
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Dan Zitofsky

Real Estate Mogul! Dan is a Real Estate Investor, Syndicator, and Passive Wealth and Private Money Educator, with an incredible journey from $400 to over $300 million in Properties’s and seller financed notes.

Best-Selling Author! He's not just a Real Estate Coach and speaker - Dan is also an International Best-Selling Author of his life changing book, Passive to Prosperous.

A Diverse Portfolio! From Single Family Rentals in Emerging Markets, Over 400 seller financed notes as the Bank with almost zero debt to his name. Dan’s expertise knows no bounds!

A Heart of Gold! But what truly sets Dan apart is his passion for philanthropy, reaching people around the world and helping them live fulfilled lives full of positivity and purpose.

Get in Touch with Dan

• Website: http://www.zitofskycapitalmanagement.com/
• YouTube: Dan Zitofsky - Zitofsky Capital Management
• Facebook: Dan Zitofsky
• Facebook Group: Become A Real Estate Investor With Dan Zitofsky
• Instagram: @danzitofsky

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Be ready to learn how to protect your assets and wealth as we’re joined by a father and son duo today, Ted and Garrett Sutton.

Ted and Garrett discuss asset protection, setting up LLCs, its ideal structure for investors, and the rules everyone should follow under the Corporate Transparency Act. Listen ‘till the end of our conversation to know how to protect your investments for the long term!

Key Points & Relevant Topics

• What is asset protection and how it works
• Why Wyoming is considered a great place for asset protection and holding LLC
• How it works when someone has an LLC from a different state
• The Wyoming LLC privacy and anonymity
• The ideal LLC structure for investors with multiple properties
• What is the Corporate Transparency Act and the purpose of this Federal law
• Reporting of information for an LLC with multiple investors
• Why understanding the rules under the Corporate Transparency Act is crucial for investors

Resources & Links

• Garrett Sutton’s Books
• Download Ted’s e-book “Five Tricks To Teach Your Kids About Money by visiting https://www.sunnstream.com/five-tricks.
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Ted and Garrett Sutton

GARRETT SUTTON has sold more than a million books to guide entrepreneurs and investors. His best sellers include Start Your Own Corporation, Loopholes of Real Estate, and Veil Not Fail. For more than 30 years, he has run his practice assisting entrepreneurs and real estate investors in protecting their assets. The companies he founded, Corporate Direct and Sutton Law Center, currently help more than 14,000 clients protect their assets and maintain their entities, especially under the new Corporate Transparency Act.

Garrett also serves as a member of the elite group of “Rich Dad Advisors” for best-selling author Robert Kiyosaki. A number of the books Garrett Sutton has authored are part of the best-selling Rich Dad, Poor Dad wealth-building book series.

TED SUTTON is a licensed attorney who is the son of Garrett Sutton. Ted was born and raised in Reno, NV. He graduated from the University of Utah with a B.S. in Mining Engineering. During one of his summers, he spent three months working at a mine in Chile. This experience made him realize that legal matters interested him more than engineering ones. After graduating in 2018, he decided to attend law school the following year.

Ted attended the University of Wyoming College of Law. In his third year, he served as the Student Director of the Business Entrepreneurship Practicum, where he helped clients form and maintain LLCs. He graduated in May 2022. Ted is now licensed to practice law in Wyoming and Nevada. Ted has been focused on making sure Corporate Direct’s clients properly file under the Corporate Transparency Act.

Get in Touch with Ted and Garrett

• Website: https://corporatedirect.com/ / https://sutlaw.com/
• YouTube: Corporate Direct

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Are you proficient enough in utilizing your self-directed IRA and its power for real estate investing?

Let’s fuel your expertise in leveraging this funding strategy as we’ve invited Mat Sorensen to discuss self-directed IRAs and retirement accounts for scaling a real estate portfolio and his experiences helping the most wealthy people in the investing business.

Key Points & Relevant Topics

• Mat on running multiple businesses and exposing himself to different clients
• What wealthy and most successful people do differently to preserve their wealth
• Things you should know about self-directed IRAs and retirement accounts that financial brokers won’t tell you
• 3 things that are not allowed when you utilize your self-directed IRA
• 3-step process for self-directed IRA conversion
• How self-directed IRAs work in acquiring single-family rentals and the type of loan you must acquire to buy real estate
• The main reason why Mat built his own company helping real estate clients
• Mat’s Self-Directed IRA Summit events
• Mat’s advice on putting a balance between professional and personal life and overcoming challenges
• Mat’s point of view on real estate investing in 2024

Resources & Links

• The Self Directed IRA Handbook by Mat Sorensen
• Buy the SDIRA Summit 2024 Recording in Dallas, TX
• To learn more about Mat’s upcoming events, go to https://matsorensen.com/events/.
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Mat Sorensen

Mat is a wealth lawyer and an award-winning entrepreneur. As a wealth lawyer, Mat has advised over 10,000 clients in building their wealth through business ownership, real estate investing, and self-directed retirement account portfolios. He built a nationwide business and tax law firm, KKOS Lawyers, with his partner Mark J. Kohler, and has assisted clients with business start-ups and acquisitions large and small and has advised on over $1B in real estate transactions. Mat is the Founder and CEO of Directed IRA, an INC 5000 award winning company who in 5 years has served over 20,000 customers and has over $1.7B in assets under administration.

Mat personally went from being a broke teen dad to a multi-millionaire by doing what his wealthy clients did – start, buy and scale businesses, build real estate portfolios, and utilize self-directed retirement accounts to invest in high-return alternative assets. He is also a co-founder at Main Street Business Services, is a best-selling author of The Self-Directed IRA Handbook, is VIP Contributor at Entrepreneur, hosts two annual events (SDIRA Summit and Alt Asset Summit), serves on various boards, and is a member of YPO Scottsdale.

Get in Touch with Mat

• Website: https://matsorensen.com/
• YouTube: Mat Sorensen - Wealth Lawyer & Entrepreneur
• LinkedIn: Mat Sorensen
• Instagram: @matsorensen

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this episode, we’ve got Daniel Farber discussing the success of his career and his family’s company, how they shift effectively from one asset class to another for the long term, leverage technology for efficiency, and most importantly, their strategies for growth and expanding their portfolio.

Key Points & Relevant Topics

• How Daniel got exposed to real estate and worked with his family’s holdings
• The skills Daniel had leveraged for his family’s holdings and portfolio
• Challenges of shifting from one asset class or niche to another and the difference of investing in multifamily
• Daniel’s mindset when he transitioned to multifamily
• How important is developing and executing a strategy
• Utilizing technology and digitalization to keep up with the market trends
• Adapting to the right technology that contributes to the company’s operational efficiency

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Daniel Farber

Daniel is responsible for leading the executive management teams on strategy and execution of growth for HLC Equity’s investment portfolio and leading the group’s operating businesses and brands.

Prior to his current role, Daniel led the group’s strategy and execution of transitioning HLC Equity from a private holding group into an institutional level sponsor of investment opportunities by developing HLC Equity’s co-investment platform, while also expanding the group’s legacy investment portfolio and operating businesses.

Prior to entering the real estate investment business, Daniel worked as a strategic consultant to large multinational corporations including Unicredit Bank and the Renova Group and has also served as a consultant to large political organizations.

Daniel served in the Israel Defense Forces as a Staff Sergeant, holds a BA in Government Diplomacy and Strategy from the Interdisciplinary Center, Herzliya Israel, a Post-Baccalaureate Certificate in Business from Columbia University in New York, and a Master of Science in Real Estate Development from New York University. Daniel is an active member of the Young Presidents Organization (YPO).

Get in Touch with Farber

• Website: https://hlcequity.com/
• LinkedIn: Daniel Farber
• Instagram: @danielnfarber

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Ignite your passion for investing in this meaningful conversation with Roger King, who talks about his early start in the real estate investing game, lessons he learned throughout his almost three decades of experience, and how he kept his motivation burning to continue despite challenges.

Roger also highlights the role of education and knowledge in making better investment decisions and working with good people in the business.

Key Points & Relevant Topics

• Roger’s experience in acquiring probate deals and the lessons he learned from his failure
• The importance of education and knowledge in protecting yourself and your investments
• The mindset it took for Roger to keep going despite his losses and challenges in the past
• Roger’s current focus on mobile home parks and education business
• Working with the right people in real estate investing

Resources & Links

• Tony Robbins
• Visit https://www.rogerking.com/ to subscribe to the “REI Evolution” Newsletter
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Roger King

Roger King is a seasoned real estate investor with over 27 years’ experience specializing in strategic, cash-flowing properties. As the founder of a boutique firm, his insights have yielded over $10m in profitable returns to his investors during the last decade alone. Currently overseeing a diverse portfolio valued at over $50m (and still growing), Roger's current focus centers on residential and commercial properties located in 13 states around the U.S. There is currently a strong emphasis on mobile home park communities scattered in 8 of those states.

Early on, Roger pursued a Performance degree at the esteemed Berklee College of Music in Boston, MA. As a former professional drummer, Roger's musical endeavors led his bands to open for renowned artists like Brian Setzer, Spyro Gyra, and Bryan Adams.

Beyond his professional achievements, Roger has a passion for personal development. Embracing unique challenges, he has walked on fire over a dozen times, gone skydiving, and has lately been working toward earning his private pilot’s license. Roger is also committed to philanthropy, contributing to the rebuilding of orphanages in Kenya and supporting families during several retreats in India and Fiji. Roger and his puppy Daisy cherish their sunset beach time in Puerto Rico, the island they now happily call home.

His newest pursuit is building The Real Estate Investing Accelerator™, a community of investors who want to learn to start and scale their real estate investing businesses. By helping members not only to live the life of their dreams but be able to give back to those passion projects they’re called to support with both their time and their money.

Get in Touch with Roger

• Website: https://www.rogerking.com/
• Instagram: @therealrogerking
• TikTok: @therealrogerking
• LinkedIn: Roger King
• YouTube: Roger King
• Facebook: Roger King

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Are you thinking of residential space as your niche in real estate investing? Make your financing easier in today’s episode with Shaun Magner!

Shaun joins the show and speaks about his entry into real estate investing, his involvement in mentorship to learn different strategies, his success in the residential space, and eventually getting into the hard money lending business. Deep dive and learn more!

Key Points & Relevant Topics

• How Shaun got started in the residential space
• Reasons why Shaun chose residential real estate
• The power of having a team and mentor in residential investing
• Shaun’s insights on winning deals in today’s market
• What attracted Shaun to hard money business and capital raising
• The business structure of running a hard money lending and how it works for investors and borrowers
• The time and financial freedom from real estate investing

Resources & Links

• Rich Dad Poor Dad by Robert T. Kiyosaki
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Shaun Magner

Shaun Magner is the founder of both Property Investing Academy, a Real Estate Investment education company, and Monument City Group, a collective of Real Estate Investment companies based in Baltimore, MD.

Since 2006, he's built and operated multiple systems-dependent residential Real Estate Investment businesses. From marketing, acquisitions, dispositions, redevelopment, property management, business development and finance, Shaun has gained an expertise in all aspects of the residential Real Estate Investing industry. He prides himself on sharing his knowledge and resources with others to help them achieve their goals.

He's been a featured guest on countless podcasts, a keynote speaker at countless industry conferences and spent years as a Coach and Speaker for the Nation's top Real Estate Investment education company. His entire career has been in the residential construction space. Prior to Real Estate, he spent over a decade in sales and leadership for industry leading building material manufacturers.

Before that, he spent years as a residential new construction and remodeling carpenter after his formal education in the trade from Thaddeus Stevens College of Technology in Lancaster, PA. Shaun lives in the Annapolis, MD area w/ his wife and son.

Get in Touch with Shaun

• Website: https://www.monumentcitygroup.com/
• Facebook: Shaun Magner
• Instagram: @shaunmagner

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If you missed listening to our real estate investing experts last month, visit the links below!

https://bonavestcapital.com/podcast/https://www.buzzsprout.com/1368325

Watch this recap episode on YouTube:To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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What makes a good deal in today’s market? How can I evaluate a sponsor or operator? Is there a way to mitigate the risks of investing as a limited partner?

These are only a few concerns limited partners have when choosing the right deal or fund offering. So in this episode, we’ve invited Lance Pederson to tell us his strategies for making better decisions as a limited partner, things you should be asking and looking for before investing in any investment opportunities, and his extensive expertise in evaluating a deal.

Key Points & Relevant Topics

• Lance’s extensive background in real estate syndications and underwriting deals
• Lance’s approach to underwriting as a passive and seasoned investor
• Strategies for building up expertise as a limited partner in syndication
• Determining the skills and capability of a sponsor or operator in running a deal
• Things to ask sponsors or operators before making a final decision to invest with them
• The process for evaluating a fund
• Other things investors should be looking at in a fund offering
• How sponsors can justify fees they’re charging to investors for a deal
• Why sponsors need to disclose potential risks and exit strategies to investors
• Lance’s perspective on the industrial and retail market

Resources & Links

• Lance’s LP Deal Analyzer: https://passiveadvantage.com/deal-analyzer/#mf-deal
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Lance Pederson

Lance got his start in the sub-institutional real estate space in 2008 managing a $65M debt fund comprised of small balance commercial real estate loans backed by collateral located throughout the Pacific Northwest. In 2013, he founded a real estate fund administration firm that scaled to more than $3B in assets under administration. During that same time, he also served as a Principal and COO at a private equity real estate investment firm that grew from $0 to $300M+ in equity under management with a portfolio that represented over $1B of real estate.

Since 2012, Lance has helped over 200 private lenders and real estate operators architect and form pooled investment funds. His passion continues to be working closely with real estate entrepreneurs to help them grow and scale their firms by leveraging the power of pooled investment vehicles.

Lance is currently the Co-Founder and CEO of Passive Advantage, which develops online software tools to help investors vet real estate syndication investment opportunities.

Get in Touch with Lance

• Website: https://passiveadvantage.com/ / https://www.lancepederson.com/
• LinkedIn: Lance Pederson

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If you’re struggling to reach your full potential as an investor and blocked by your fears in the business, Chris Roberts is here to motivate us with his powerful wisdom and success in the competitive investing world!

Chris talks about how he scaled from single-family to large multifamily deals, building the right team, taking massive but calculated action, and having the ability to pivot into greater opportunities despite potential challenges in real estate. Listen to his transformational message and start your path to success from this episode!

Key Points & Relevant Topics

• The influence of the people who surrounded Chris at his younger age that contributed to his capability today to help others
• Overcoming self-doubt and fears to try different opportunities
• Chris’ discovery of real estate and the start of his investing journey
• The people you need on your team when you get into the real estate business
• The importance of being active and taking calculated action when shifting from single-family duplexes to a multi-million dollar multifamily deal
• Having the ability to pivot and keep going to succeed in a deal despite challenges
• Why negotiation and communication skills are important
• The game-changing effect of real estate on people

Resources & Links

• Multifamily Apartment Syndications: The Truth about Buying and Selling Your First Value-Add Building by Chris Roberts
• Chris’ TEDx Talk: https://www.youtube.com/watch?v=m89CmHcoHK4 / ChrisRobertsTEDx.com
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Chris Roberts

Sterling Rhino Capital, LLC - Founder and CEO Sterling Rhino Capital - Co-Founder and CEO Chris Roberts has been a full-time entrepreneur and real estate investor since 2007. Chris is personally invested in over 4,000 apartment units nationwide and has led Sterling Rhino Capital to acquire and control 1122 units across several assets in Virginia, Georgia, Texas and Denver with an estimated value of over $200MM.

Chris is a TEDx Speaker, has been a contributor on Bigger Pockets, is a member of the Forbes Real Estate Council and an Author. He is also the host of the Create Your Fortune Podcast where he focuses on Wealth, Health and Family. Chris is an Enterprise Partner with Feeding America and is passionate about teaching and giving back. Chris enjoys spending time with his wife Christina and traveling. They have been married for 11 years and have two dogs Bentley and Oliver.

Get in Touch with Chris

• Website: https://www.chrisdroberts.com/ / https://www.sterlingrhinocapital.com/
• YouTube: Chris Roberts / Sterling Rhino Capital
• LinkedIn: Chris R.
• Facebook: Chris Roberts

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, David Holman shares the key to his decade of success in the commercial and residential space, from being a passive investor, active investor, and syndicator.

Key Points & Relevant Topics

• Dave’s entrepreneurial spirit, approach to doing MBA, and path to real estate investing
• Why Dave decided to invest in his first deal as a passive investor
• Dave’s approach to financing and management as an active investor
• The importance of working with a reputable buyer agent
• Overcoming self-doubt in trying different things in real estate
• Dave’s perspectives on choosing the right syndicator to work with
• What is considered a good deal in today’s market
• The mindset that contributed to Dave’s success in real estate
• Protecting your reputation and credibility as a syndicator

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About David Holman

Dave Holman believes in doing well by doing good. With over a decade of experience, Dave is a triple threat; commercial broker, syndicator/investor, and co-owner of Katahdin Property Management.

Dave grew up in Maine and attended Carleton College in Minnesota, focusing on Latin American Studies and Environment and Technology Studies. His first investment took place right out of college when he co-founded a multi-lingual retail chain in Bolivia, The Spitting Llama Bookstore and Outfitter. After earning his MBA and spending 9 years in non-profit leadership and fundraising, Dave dove into real estate investing to make the world a healthier and happier place.

Dave manages over 350 commercial and residential units in Maine, most of which he owns or co-owns. Dave specializes in driving NOI through energy efficiency and creative solutions with refugee and immigrant tenants. Outside of real estate, Dave loves running, hiking, travel, and wrote 3 books: Youth Rewinding the Countryside, Coffee Smuggler, and Cyber Fire.

Get in Touch with David

• Website: https://www.holmanhomes.com/ / https://www.holmangrouprealty.com/ / https://www.katahdinmanagement.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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After realizing he was losing a significant portion of his income because of his tax liability as a high-income earner, JP Albano looked for the perfect avenue to make the most of his hard-earned dollars and eventually found real estate investing.

Let’s be motivated by JP's success story, the skills learned that helped him overcome challenges, and his uncommon and bold step to syndicate his first deal. Listen to this fascinating interview to learn more about his journey!

Key Points & Relevant Topics

• What made JP interested in jumping into multifamily apartment investing and the steps he took to learn it
• How JP took advantage of the tax-saving capability of real estate as a high-income earner
• JP’s journey to partnerships, building relationships, and acquiring his first deal
• The impact of real estate investing in terms of community and values
• The importance of having your WHY when investing in real estate
• Skills JP had learned from years of investing and the significance of knowing your goals to learn the same skills
• What it means to become a private equity business owner

Resources & Links

• So Rich You Can Quit by JP Albano
• BiggerPockets
• Emerging Real Estate Markets by David Lindahl
• Apartment Syndication Due Diligence Checklist for Passive Investor

About JP Albano

JP Albano, a soon-to-be best-selling author, Co-Founder and CEO of Significan Lifestyle Communities, with over $60MM in assets under management.

JP has spent 20 years in IT, of which 10 were in B2B enterprise sales, selling over $220MM during his career and consistently achieving top sales accolades among his peers.

In 2017, he started investing in multifamily apartments and shortly after co-founded Significan Lifestyle Communities, a vertically integrated commercial real estate investment firm with 700 apartment units under ownership.

In addition to his experience as an investor, JP is putting the finishing touches on a new book launching in Q2 2023, aimed at helping busy sales professionals learn how to passively invest in multifamily real estate.

He co-hosts a podcast series with his business partner and recently started a personal podcast titled, Lessons Around with JP Albano, which aims to help his audience take away valuable lessons he’s learned in biohacking, wealth creation, and being a better man.

Get in Touch with JP

• Website: https://www.thetechsalesinvestor.com/ https://significanlc.com/
• LinkedIn: John-Paul Albano

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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After over three years since his first appearance on the show, we’re excited to have Gino Barbaro back to give us more value through his massive success in the real estate business.

Today, Gino talks more deeply about personal development, overcoming the levels of energy block, building relationships with brokers, and his advice for anyone in the investing space. Tune in because this is an episode you shouldn’t want to miss!

Key Points & Relevant Topics

• Gino’s journey from running his pizza shop to owning over 2000 units
• Reevaluating and assessing your life, working on personal development, and having clarity on what you want
• What is an energy block, its 4 levels, and why people should work on these levels
• How to get control of our personal gremlins and self-saboteurs
• Why NOW is the best time to get into real estate and the importance of picking your lane or niche
• The challenges brokers are facing in today’s market
• Understanding the game of money and showing credibility in front of brokers to win deals
• Tips for increasing the deal flow and finding brokers
• Gino’s advice for somebody who wants to start investing in real estate

Resources & Links

• Listen to Gino’s first appearance on the podcast by visiting https://bonavestcapital.com/podcast/sa068/
• Secrets of the Millionaire Mind by T. Harv Eker
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Gino Barbaro

As an entrepreneur, he has grown his real estate portfolio to over 2,000 multifamily units & $250,000,000 in Assets under management. Gino and his partner, Jake, are teaching others how to do the same through Jake & Gino, the premier multifamily real estate education community. To date, their students have closed 68,000+ units and have $4 Billion in Deal volume! He is the best-selling author of three books, Wheelbarrow Profits, The Honey Bee and Family, Food and the Friars. He currently resides in St. Augustine, Florida with his beautiful wife Julia and their six children.

Get in Touch with GinoWebsite: https://jakeandgino.com/ / https://juliaandgino.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Victoria Garza-Frazer joins the show to share her passion and commitment to real estate that started at a young age. Today, Victoria highlights her deep understanding of the acquisition side of multifamily investing, from acquiring loans to winning deals.

She also shares her thoughts about working and thriving with her family and the significance of learning how to invest for young individuals. Discover your true life path by listening to her episode!

Key Points & Relevant Topics

• Victoria’s life growing up in a family doing real estate and her passion for the business
• Why it’s important for young people to learn investing in real estate and every aspect of it
• Victoria’s focus on building economies of scale
• REEP’s strategies for monitoring rent growth in the market
• Things to consider when moving from one market to another
• What sets REEP apart from other investors and property buyers
• Advantages of working with family in real estate
• The importance of staying updated on market trends

Resources & Links

• Check JP Conklin’s newsletter by visiting https://www.loanboss.com/.
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Victoria Garza-Frazer

Victoria Garza-Fraser plays a pivotal role as REEP’s Acquisitions and Capital Events Manager. On the acquisition side she interfaces with brokers, lenders, and the operations team to acquire assets, procure debt, and maximize property values. Additionally, Victoria manages refinances, dispositions, and REEP’s underwriting team. She earned her BA in Psychology and Business from Southwestern University and a MSc in Psychology from the University College London (UCL). Her passion for multifamily started at the age of 16 when she began working at a multifamily property in leasing. Subsequently, she gained valuable experience in multifamily management while working for a large multifamily group based in Miami. During this time, she gained knowledge in resident relations, investor relations, and marketing.

Beyond her professional pursuits, Victoria is an avid skier, Pomeranian lover, and enjoys traveling with her husband. Her vibrant personality and diverse experiences contribute to the dynamic professional she is today, making her a driving force in the multifamily real estate industry.

Get in Touch with VictoriaWebsite: https://reepequity.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Gear up for another episode about building cash flow with today’s guest, Ryan Chaw! He talks about his hard work as a pharmacist that led to where he is now in real estate and serving students by providing them with affordable and high-quality student rentals.

Ryan also shares his strategies for making student housing work in today’s market, handling possible tenant issues, and managing multiple rental properties from different states. Untap one of the most income-producing real estate niches by tuning in!

Key Points & Relevant Topics

• Ryan’s career as a pharmacist and an introduction to his success as a rental property investor
• What motivated Ryan to start buying properties for student housing
• Most important things to consider to make a student housing work
• Renovation costs when adding more bedrooms in a student house rental
• The importance of having systems and teams in place in managing properties out-of-state
• Several ways to find tenants for student housing
• How to vet student tenants and ensure your rental properties are safe
• The idea of having parents co-sign leasing contracts and agreement
• Why property owners need to coordinate with real estate lawyers from a legal perspective
• Typical property size based on the target number of tenants
• Is it still profitable to invest in student housing in today’s market?
• Handling potential tenant conflicts, issues, and disputes
• 4 things students typically look for in student housing
• Ryan’s financing strategies and his approach to winning deals and purchasing properties

Resources & Links

• BiggerPockets
• TurboTenant
• Download Ryan’s FREE guide by visiting https://www.newbierealestateinvesting.com/guide.
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Ryan Chaw

Ryan graduated as a Pharmacist in 2016 and worked at a hospital in Infectious Diseases and Pediatrics. Working in the hospitality field, he built the skills necessary for becoming a great landlord.

Ryan purchased one single-family home a year and slowly built up a reputation at his local college for having high-quality student housing rental spaces. Because he rented by the room, there was double the rental income and a lot more cash flow compared to renting by the whole house. By the age of 28, he became a millionaire and was making multiple 6 figures in rental income on his student rentals.

He started building a community of like-minded creative real estate investors who focus on getting one deal at a time. They provide great quality affordable student housing and have a lot of fun doing it.

In his free time, he travels to many foreign countries to just absorb the culture and life outside of California.

Get in Touch with RyanWebsite: https://www.newbierealestateinvesting.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Is there such a way to start your investing journey and build your portfolio with low money down? Today’s episode with Blake Choisnet focuses on this topic!

Blake walks us through how he started his investing career, built his rental portfolio, and created a passive income lifestyle. He shares the snowball effect of utilizing the BRRRR method on his success as an investor and his advice for everyone to make real estate work. Tune in to get tons of wisdom from Blake’s experiences and expertise in the business!

Key Points & Relevant Topics

• Blake’s story of how he started house-hacking, building his portfolio in Texas, and ending his W2 life
• Benefits of utilizing the BRRRR strategy for new investors
• Why you should let your goals dictate your strategy rather than the market
• Blake’s strategy for analyzing and acquiring deals and properties
• Blake’s approach to vetting wholesalers and tips to find them
• Building a team after finding your market for rentals
• Things Blake had learned in life through real estate investing

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Blake Choisnet

Blake Choisnet is a real estate investor, entrepreneur, and coach. He did what was told of him, got great degrees that ‘would pay well’, worked hard, and then proceeded to be lulled into boredom and exasperation by the 9-5 life. Realizing he needed to find a way out of his full time job so he could actually live his life, he did something he thought he’d never be able to do: he started investing in real estate. What started with $10k of hard-earned savings (‘stupid money’ for tuition to the school of hard knocks) turned into a multimillion dollar real estate portfolio in 18 months. 12 months later he had enough monthly cashflow to cover all expenses and retired at the age of 32 despite his boss offering to double his salary to stay. He continued to hone his skills of finding below-market deals, raising private money, deal analysis, and real estate tax strategies, and within 5 years of buying his first property he became the first self-made millionaire in his family line.

Blake now splits his time between growing his real estate portfolio and teaching new investors how to get started investing in real estate. He believes real estate investing is a science, not an art, and can be learned and mastered by anyone. He’s helped hundreds of new investors acquire over $50M of cashflowing real estate. When Blake isn’t coaching or buying new properties, he’s spending time with his wife Brittany and son Brandon.

Get in Touch with Blake

• Website: https://90dayrentalroadmap.com/ / https://www.blakechoisnet.com/
• Instagram: @blakechoisnet
• Facebook: Rental Roadmap Real Estate Investing / Blake Choisnet
• YouTube: Blake Choisnet

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Over the years, assisted living has gained popularity as one of the best investments in the market and a better way to serve people and residents. But is it worth it to enter this healthcare industry’s sector? Let’s find out in this episode with Brandon Gustafson!

Brandon joins the show to walk us through how he entered this business, the people you need to have to make a facility successful, and the local rules and regulations that come with assisted living investing. Listen in as we covered more valuable topics!

Key Points & Relevant Topics

• Brandon’s passion for healthcare and how he started applying it to real estate investing
• Brandon’s journey to his first deal and the steps he had to take to make it happen
• Utilizing a multifamily underwriting strategy in assisted living
• Things to establish and put in place when buying an existing assisted living facility
• The people you need to employ to operate an assisted living facility
• The required resident-caregiver ratio in a facility and the state inspection and survey
• Top expenses involved in running an assisted living
• How important it is to have a good location for assisted living investing

Resources & Links

• Brandon’s FREE Underwriting Calculator
• To apply for Assisted Living Investing’s mentorship, go to https://www.assistedlivinginvesting.net/mentorship-application.
• Get your FREE senior living industry webinar and other gifts by visiting https://www.assistedlivinginvesting.net/bonavest.
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Brandon Gustafson

Brandon Gustafson is an expert in Assisted Living Investing, with a master's degree in healthcare administration from the University of Utah and over a decade of experience in the healthcare industry. He has owned and operated two remote assisted living facilities since 2020 and has secured over $1.5 million in SBA funding. Brandon is committed to mentorship and sharing knowledge, believing everyone can achieve their goals. Brandon is also a dedicated family man and a passionate sports fan.

Get in Touch with Brandon

• Website: https://www.assistedlivinginvesting.net/
• YouTube: Brandon Gustafson / @assistedlivinginvesting
• Facebook Group: Assisted Living Investing: Unlocking Time & Financial Freedom through AL
• Facebook Page: Assisted Living Investing
• Instagram: @assistedlivinginvesting
• LinkedIn: Assisted Living Investing
• Twitter (X): @AL_Investing

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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We’re back for another week of providing knowledge and valuable conversations to help you succeed in the real estate investing business! In this episode, Kaylee McMahon speaks about her journey of taking advantage of her experience as a real estate agent to enter the investing world, some pitfalls and lessons along the way, and important advice to protect yourself as an investor.

Deep dive into this interview to discover the tools online you must utilize to evaluate every person you’re working with in real estate!

Key Points & Relevant Topics

• Kaylee’s journey from assisting wealthy people through her organizing business, as a real estate agent, to flipping homes
• Steps Kaylee had to take to enter the investing side of the business as an agent
• Things Kaylee learned with her first flip and as a woman in a male-dominated industry
• The importance of setting the right mindset to overcome challenges surrounding the real estate investing business
• Understanding legal contracts and protecting your rights as an investor
• Ways to evaluate and background check contractors, sponsors, and tenants online

Resources & Links

• https://www.efiletexas.gov/
• https://www.bbb.org/
• https://contractorck.com/
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Kaylee McMahon

Kaylee is originally from Portland Oregon and she founded the Cashflow QueenTM Education Network group in Dallas. She has a podcast called #1 leading ladies where she interviews kick-ass women who are disrupting their industry and the REAL story of how they got where they are. She is developing technology to help make it easy and convenient for women to learn how to make passive income through apartment investing - the Shevest app.

Kaylee has done home flipping, note buying, active/passive investing in apartments, and sometimes is her own lender as she feels that to be truly confident in giving advice, one should NEVER take advice from someone who has never gone through these things themselves.

Kaylee has purchased over 70 million in multifamily real estate as a General partner and principal. She sold over 3 million dollars in residential real estate before transitioning into her current full-time syndication role.

She is always learning about multifamily operations through IREM, and adding more standard operating procedures and KPIs to get her and her partners the best return on investment.

She gets joy from keeping women from common abuse and pitfalls from doing business alone and giving them tools to protect themselves online and in business. She stands for justice in her actions in Civil and Criminal court.

The entire backbone of what gets Kaylee out of bed every day is her “why” to create financial independence and safe space for those experiencing codependency and toxic relationships. Her culture models this why and is “Changing the face of multifamily” to bring more women into the light as powerhouse operators, key principles, construction managers, limited partner investors and mentors. We will create 1 billion invested by, for, and with women by 2030.

Get in Touch with KayleeWebsite: https://theapartmentqueen.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Real estate has always been one of the best investment vehicles for people to build wealth and a better future. But how can you fulfill these goals within the business but outside the housing side? Grant Reaves is here to share his continuous success in the commercial space, specifically in flex industrial investing.

Today, Grant tells us why they prefer finding opportunities in office spaces and flex industrial properties, how tenancy and occupancy work in this asset class, and their criteria for choosing the best markets. Join us in this episode to hear Grant’s advice for aspiring commercial investors!

Key Points & Relevant Topics

• Grant’s extensive background in the real estate investing business from commercial and self-storage to flex industrial
• What is flex industrial?
• The reason why Grant decided to acquire his first industrial real estate deal
• Value-add and renovation strategies for industrial properties
• The occupancy rate for office spaces
• Ideal markets for industrial investments and some things to consider when choosing the right one
• Flex industrial properties’ tenancy after the renovation and value-add
• Advantages of applying the Triple Net Lease (NNN) structure
• 3 main reasons why Grant invests and will continue to invest in flex industrial properties
• Grant’s advice for anyone planning to invest in commercial real estate

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Grant Reaves

Grant Reaves is a co-founder and Principal of Stoic Equity Partners in Daphne, AL. He oversees the Acquisition Department, Investor Relations, portfolio management, and the firm's debt relationships. Alongside his business partner, Jeremy Friedman, Grant has grown Stoic's real estate portfolio to over $86MM and 877,000 SF (as of April 2024) of developments/acquisitions since July 2021. Stoic began by investing in self-storage completing 4 acquisitions/developments before transitioning to multi-tenant flex industrial. The firm continues to be focused on purchasing value-added, multi-tenant flex industrial properties throughout the southeast.

After studying business at Auburn University, Grant began his career in commercial real estate brokerage, focusing on selling limited-service hospitality assets nationwide. This experience equipped him with essential skills in underwriting, deal structure, and portfolio management, which he now applies to Stoic's success.

Grant resides in Fairhope, AL, with his wife Lawren, and their son William.

Get in Touch with Grant

• Website: https://www.stoicep.com/
• Email: greaves@stoicep.com
• Twitter (X): @reaves_grant
• LinkedIn: Grant Reaves

To Connect With Us

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Today’s episode with Kevin Anderson empowers us to live a dynamic life through passive investing in real estate syndications. Despite the challenges he had to face in single-family, Kevin tells us why he kept going forward until he discovered the enormous benefits of syndication and alternative assets.

Join us in this conversation to learn how to manage risks in multifamily, evaluate deals, and the benefits of being a passive investor!

Key Points & Relevant Topics

• Kevin’s journey after 20 years in Corporate America and investing in single-family
• The importance of knowing how to manage risks and avoid over-leveraging
• Challenges and advantages of investing during the period of the financial crisis
• Kevin’s discovery of syndication and alternative investments
• The value of having a good CPA in taking advantage of the benefits as an investor
• Determining the right deals and opportunities, handling risks, and overcoming fears in real estate
• Adjusting investment strategies based on market changes

Resources & Links

• Rich Dad Poor Dad by Robert T. Kiyosaki
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Kevin Anderson

Kevin Anderson, co-founder and Managing Partner of GrowAbility Equity, has been investing in real estate since 2005. During that time, he initially focused on buy-and-hold rentals then transitioned to active multifamily investing/management and passive investing through Commercial Real Estate Syndications from multifamily to self-storage to mobile home communities to select service hotels. Kevin has implemented various cash-flowing, tax-saving financial strategies with real estate at the core over the last decade. This approach has substantially contributed to a 10X increase in net worth over the last 6 years, enabling he and his wife the opportunity to reach financial independence faster than planned, freeing them up to travel, spend time with friends and family, and supporting their church generously, including providing college scholarships.

Prior to transitioning full-time to real estate, Kevin spent 7 years running a college financial planning firm. Before that, Kevin spent 20 years in Corporate America, leading marketing teams and managing multi-million dollar P&Ls to drive market share and business success in categories from yogurt to cereal to OTC pharmaceuticals to banking services. Kevin graduated Summa Cum Laude with a B.S. Degree in Accounting from Florida A&M University and he has an MBA in Marketing from the Wharton School of Business.

At GrowAbility Equity, Kevin has direct responsibility for investor relations, marketing, market analysis, and administrative services.

Get in Touch with KevinWebsite: https://growabilityequity.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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As the market keeps changing, many investors and people from the investing side of real estate are discovering alternative niches that sustain the undeniable benefits of passive investing. So, in this episode, Alex Kholodenko joins us to share how he’s navigating different investment strategies, unlocking opportunities, and minimizing risks for the long-term game.

Alex will give us an idea about the alternative assets worth considering in the current economy, downside protection, and the mindset it requires to keep going despite challenges.

Key Points & Relevant Topics

• What Alex did realize that led him to real estate investing
• The importance of exploring different investment strategies based on the market situation
• The changes in Alex’s career as an engineer when he entered the world of entrepreneurship
• Alex’s perspectives on the current market situation from different asset classes
• Identifying opportunities and mitigating risks in today’s market
• What makes alternative assets such as medical offices and ATMs perform
• How does Alex prepare to capitalize from distressed opportunities in the market
• Alex’s preferred markets and current focus in real estate
• Having the right mindset in handling setbacks in the investing space

Resources & Links

• Think and Grow Rich by Napoleon Hill
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Alex Kholodenko

Alex is a Co-Founder of Wealthy Mind Investments and has been actively involved in $2B+ of Commercial Real Estate transactions. He is a Fund Manager, General Partner, Syndicator, and Passive Investor in over 60 investments.

After investing in the stock market for many years and building a large portfolio. He started investing in single-family homes, tax deeds, mortgages, and fix and flips, then quickly realized it was taking too much time, a substantial amount of risk, and not a scalable way to build a diversified portfolio. He had discovered through studying and research the power of passive investing in syndications and never looked back since then.

He spent 20+ years in Silicon Valley, working as a Tech Executive for Fortune 500 and startup companies, before leaving corporate America. His fascination with the concept of creating passive income streams to achieve financial freedom turned into a reality, so now he wants to help others do the same.

At Wealthy Mind Investments, Alex oversees Deal Structuring, Due Diligence process, Investor Relations, and Strategic Partnerships. Alex also enjoys investing in early-stage ventures and other alternative niches.

He is an avid sports fan, and world traveler as well as into constant and never-ending improvement while continuing Personal Development journey such as Tony Robbins, Bob Proctor, and Joe Dispenza. He volunteers his time to feed the homeless and support cancer research. He lives in the Golden State on the Peninsula with his family and 2 sons.

Get in Touch with Alex

• Website: https://www.wealthymindinvestments.com/
• Facebook: Alexander Kholodenko
• LinkedIn: Alexander (Alex) Kholodenko

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this episode, we’ve got a fantastic couple joining us on the show, Tyler and Lindsey Goble. Our guests talk about how their investing journey has turned into a mission to make an impact on people and communities, what made them choose flipping over passive investing, and the importance of having an assistant in any business that can help with day-to-day tasks.

Plus, Tyler and Lindsey share the value of maintaining good relationships with investors. Don’t miss out on hearing their wisdom and success in the investing business!

Key Points & Relevant Topics

• How Tyler and Lindsey got into real estate investing and flipping as their way of helping people in need
• Tyler and Lindsey on the active side of investing and the steps they had to take to grow in the flipping business
• Reasons why they chose Texas over other markets
• The importance of core values in building relationships with investors and communities
• Challenges and advantages of starting to grow a business during the pandemic
• Invaluable benefits of having a full-time virtual assistant
• Tyler and Lindsey’s current focus in real estate and designs
• Giving back and impacting communities through real estate
• What does success mean for other people?

Resources & Links

• Your World-Class Assistant by Michael Hyatt
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Tyler and Lindsey Goble

Tyler grew up in Plymouth, Michigan and attended the United States Naval Academy where he played varsity football on the most successful team in school history. Upon graduating in 2016 with a Bachelor of Science in Quantitative Economics, Tyler commissioned into the USMC and went on to serve as an infantry officer, predominantly as a Weapons Platoon Commander and Weapons Company Executive Officer.

Following his tour as an infantry officer, Tyler was selected to attend the Naval Postgraduate School in Monterey, CA to be trained as a Data Scientist. He obtained a Master’s of Science in Operations Research with a focus on Statistical Machine Learning. While in Monterey, Tyler and his wife Lindsey launched LTG Investments, an impact driven real estate investment firm. Tyler is currently serving as a Data Scientist for the Marine Corps Recruiting Command.

Lindsey found her love for architecture and design after renovating her first hurricane-wrecked home with husband Tyler just after getting married in 2019. She was motivated to return to school and study Interior Architecture and Design at The Academy of Art University in San Francisco.

Since 2019, she has designed and led project management on nearly 30 homes, including a short-term home for exploited youth in 2021. Lindsey has an intense passion to transform spaces with tailored designs that are more than just aesthetically pleasing—they add real, tangible value to homeowners lives.

Both Tyler and Lindsey channel their efforts and the success of their ventures into humanitarian causes, notably Unbound Now, a global anti-human trafficking nonprofit. They view their business as a tool to give back to worthy causes and see this as the greatest motivation to grow.

Get in Touch with Tyler and Lindsey

• Website: https://www.lindseygoble.com/
• Lindsey’s Instagram: @lindseyngoble
• Tyler’s LinkedIn: Tyler Goble

To Connect With Us

Please visit our website www.bonavestcapital.com and click

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Whether you’re a syndicator or operator, effective underwriting and creating projections in the market are critical to your success. That’s why today, we have Jason Williams on the show to share his expertise in underwriting apartment syndication deals, how his model can help determine deals that make sense in today’s market, and the red flags everyone in the real estate investing space must be aware of.

Jason also covers his current focus on providing education and programs that will help you thrive in a dynamic market, so tune in!

Key Points & Relevant Topics

• How Jason got introduced into apartment syndication and what made him interested in investing in the Texas market
• What is underwriting and why it's important to learn
• Disadvantages of utilizing other people’s underwriting model
• Jason’s advice and recommendations for properly underwriting deals and for somebody who wants to use his model
• Underwriting conservatively, assessing cap rate for an exit strategy, and focusing on one market
• An introduction to Jason’s courses and how they work for students
• 8 red flags you should know when investing in real estate

Resources & Links

• Ironclad Underwriting Mastery and The Academy Presents Community
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Jason Williams, Ph.D.

Jason has been involved in real estate investing his whole life but began his personal real estate investing journey in 2003. He is the Founder of the Ironclad Underwriting Mastery Program, Co-Founder of The Academy Presents, and a Managing Partner of Lorren Capital, LLC. Jason has experience in Single Family Home Rentals, small Multifamily Home Rentals, and Large Multifamily Apartment Syndications as well as Passive Investing in many asset types. Jason graduated from Texas Tech University in 2002 with a BS and in 2006 with a PHD both in Chemical Engineering.

He has had a 15+ year-long career as an engineer programming and developing systems to help provide efficient and accurate results. As a full-time real estate investor, he brings his engineering experience to multifamily real estate investing with his underwriting program, Ironclad Underwriting Mastery.

Get in Touch with Jason

• Website: https://ironcladunderwriting.com/ / https://lorrencapital.com/
• LinkedIn: Jason (Bow-Tie Guy) Williams, Ph.D.

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today’s episode with Adam Lendi and Justin Hoggatt highlights another face of the hospitality business! Adam and Justin share how they found better investment opportunities outside the competition within the housing space, their strategies for making campgrounds thrive in the market, and building their brand in the hospitality industry.

Tune in to learn how to take advantage of this recession-resistant asset class while giving the best experience for your consumers!

Key Points & Relevant Topics

• Adam and Justin’s previous background in real estate, how their business partnership was formed, and started investing in campgrounds
• Why Adam and Justin chose campgrounds as their investments
• Better opportunities from buying existing campgrounds
• The importance of building a brand and presence in the hospitality industry
• Focusing on amenities and other strategies to build a brand in the hospitality business
• Campgrounds’ historical and current trends in terms of occupancy and performance
• Expenses involved in self-managing and operating campgrounds
• The typical process and investment model for someone who wants to invest in campgrounds
• The future of campgrounds and factors affecting this asset class’ occupancy
• Adam and Justin’s courses and their mission to educate people about operating and managing campgrounds

Resources & Links

• To join Adam and Justin’s courses and FREE content for finding off-market opportunities, go to https://www.happycamperuniversity.com/.
• Podcast: Campground Catalyst
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Adam LendiAdam Lendi, a founding partner of Beyonder Holdings and Beyonder Camp, is a seasoned professional with a diverse background in real estate investment, brokerage, and business coaching.

At Beyonder, Adam leads the Acquisitions and Investor Relations divisions, leveraging his expertise to secure exclusive off-market properties for investor partners at highly competitive rates.

Beyond his professional pursuits, Adam treasures quality time with family, camping adventures, a passionate private pilot and an active lifestyle that includes cycling and CrossFit.

About Justin HoggattJustin Hoggatt is a versatile business leader, blending diverse experience in real estate investment, property management, and campground acquisitions. Leading his firm, Four Walls, he's managed a $20+ million Assets Under Management (AUM) portfolio. At BEYONDER Camp: Co-founder of BEYONDER Camp, Justin envisions more than campgrounds; he aims to foster communities and lasting memories.

Beyond business, Justin is a licensed private pilot, NCAA All-American swimmer, and passionate outdoor enthusiast, indulging in paragliding, snow skiing, camping, hiking, and biking.

Get in Touch with Adam and Justin

• Website: https://beyonderholdings.com/ / https://beyondercamp.com/
• YouTube: Campground Catalyst
• Email: team@beyondercamp.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Have you ever considered incorporating the Infinite Banking Concept into your real estate investing strategy? We’ve invited Mark Hutchinson to serve as our comprehensive guide in utilizing the IBC, life insurance policies, and more details on how you can apply it effectively as an investor.

Mark starts the discussion by motivating us through his ups and downs as a business owner, the beginning of his investing journey, and his discovery of Infinite Banking as a tool to fuel his investment success. Deep dive into this episode to learn more!

Key Points & Relevant Topics

• How Mark ended up investing in real estate after failures in his first businesses and discovered the Infinite Banking Concept (IBC)
• What is Infinite Banking and how this concept works
• The interesting thing about borrowing money from your life insurance for investment
• Borrowing money from a life insurance policy with cash value
• What happens if someone can’t pay the premium for a life insurance policy?
• The contract in a life insurance policy
• How life insurance works after a policyholder’s death
• Mark’s advice on effectively utilizing Infinite Banking for real estate investments
• Does having life insurance affect mortgage loans?
• Mark’s perspective on choosing the right insurance company, policy, and product for real estate

Resources & Links

• To download a FREE special report and real estate case study, go to https://www.livingbenefits-life.com/realestate.
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Mark Hutchinson

Mark's 40+ years in the steel industry has forged him into a seasoned entrepreneur, business executive, and respected insurance professional. He's not just a passive investor across many asset classes, but also a master of "passive wealth creation" incorporating the Infinite Banking Concept (IBC) to amplify his returns.

After the 2008 financial crisis, Mark discovered IBC, transforming his approach to wealth and finance. Now, he passionately empowers clients to reshape their financial mindset and uncover hidden truths.

As an authorized IBC practitioner, Mark is committed to simplifying the concept for others. Through his guidance, he demonstrates how strategically incorporating dividend-paying participating whole life insurance into an overall financial plan can accelerate long-term wealth creation, even within a diverse active or passive investment portfolio.

Get in Touch with MarkWebsite: https://www.livingbenefits-life.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If you’re a high-income physician or a professional in any field looking to make your life more passive, retire early, and make more time for the things that really matter in your life, Dr. Param Baladandapani is here to share how you can accelerate your way to your goals!

Dr. Param shares the strategies in real estate that made her achieve financial independence, her perspectives toward passive investing and retirement, and some resources that will help fast-track your success. Don’t miss this meaningful discussion and make the best decision for your future today!

Key Points & Relevant Topics

• Dr. Param’s quick story of finding financial and time freedom as a medical professional
• The biggest contributor to Dr. Param’s decision to get into real estate full-time
• Common misconceptions people have towards real estate investing and financial freedom
• Ways to retire earlier in real estate
• What motivated Dr. Param to start a coaching program and her goal for people
• How new investors can reduce the risks of investing in today’s market
• Dr. Param’s valuable advice for investors choosing the markets to invest in
• Time management and goal-setting tips for passive investors

Resources & Links

• Download Dr. Param’s Financial Independence Worksheet and Retirement Calculator
• FREE Guide to Fast Track Your Financial Freedom
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Param Baladandapani, MD

Param Baladandapani is a Radiologist in Southern California who while working full time and raising two young kids built a multi-million dollar real estate portfolio that helped her become financially independent at 41 following which she quit her full-time position in medicine.

She is the Founder & CEO of GenerationalWealthMD & GW Capital where she has helped thousands of physicians accelerate towards financial freedom through her coaching program and syndication opportunities. She has over a decade of real estate experience investing in long-term and short-term rentals, Apartments, and development projects in multiple domestic and international markets with over 800 doors and $150 million in assets under management, making her a sought-after speaker in the real estate space.

She is passionate about paying it forward and has helped establish a non-profit educational trust in rural India that is focused on empowering and educating children with disabilities.

Get in Touch with Dr. ParamWebsite: https://www.generationalwealthmd.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this episode, Salvatore Buscemi will teach us how to think differently in real estate investing! He shares what sets them apart in the competitive investing space, how they work and invest with high-net-worth individuals and families, and his secrets to winning the largest deals in different types of assets.

Get ready for another episode that will give us a glimpse of how the most successful people invest!

Key Points & Relevant Topics

• The opportunity from distressed assets in today’s market
• How the current market impacts Sal’s strategies as an equity investor
• Sal’s vetting process for larger deals and evaluating their performance and risks
• What makes successful investors of large offices or deals stand out from their competition
• What does “in-kind” family mean?
• The kind of relationship to build when working on large deals or capital
• Sal’s current focus in real estate and his niche
• Things that set the 0.001% successful investors apart

Resources & Links

• Stripe
• Zara
• Sign up for Sal’s multifamily office newsletter by visiting https://brahminpartners.com/.
• To order the signed copy of Sal’s books go to https://salvatorebuscemi.com/books/ or check him on Amazon.
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Salvatore Buscemi

Salvatore M. Buscemi, a notable figure in the world of finance and real estate, has made a name for himself through his impressive portfolio of investments and his leadership roles in various investment offices.

Currently serving as the CEO and Co-Founding Partner of Brahmin Partners, LLC, a private multi-family investment office, as well as the CEO for Dandrew Partners Capital Management, Mr. Buscemi has demonstrated a keen eye for successful investment strategies.

Salvatore is the author of the books Making the Yield: Hard Money Lending Uncovered, Raising Real Money: The Handbook for the Aspiring Real Estate Fund Manager, and Investing Legacy: How the .001% Invest.

Mr. Buscemi is a graduate of Fordham University and began his career at Goldman Sachs in Investment Banking in New York City and currently resides in Miami, Florida. His impressive track record of successful investments and his leadership roles in various investment offices have made him a highly respected figure in the world of finance.

Get in Touch with Salvatore

• Website: https://salvatorebuscemi.com/ / https://www.dandrewpartners.com/ / https://brahminpartners.com/
• LinkedIn: Salvatore Buscemi
• Twitter: @SMBuscemi
• Instagram: @salvatorembuscemi
• Facebook: Salvatore Buscemi

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Is it worth doing everything on your own in real estate investing? Today’s conversation with Maricela Soberanes focuses on the positive impact of hiring virtual assistants on her real estate success.

Maricela delves into how she started small in real estate and scaled faster, the significance of partnering and networking, and the role of outsourcing in every decision she has to make in her investing career. Don’t miss out on another meaningful episode!

Key Points & Relevant Topics

• How Maricela got involved in real estate investing and the challenges she had to overcome as a beginner
• Maricela’s mindset towards the power of real estate investing and the impact of reading books on her journey
• The importance of building systems and processes in scaling a portfolio
• Why hire virtual assistants and how they can help investors win their time back?
• How to effectively structure the role of a virtual assistant in your real estate business
• Building partnerships for bigger goals

Resources & Links

• Listen to Chris Linger’s episode on our website and your podcast platform.
• Free Tax Wealth by Tom Wheelwright
• BiggerPockets
• Maricela’s book: The Ultimate Guide to Building a cash flowing Real Estate Portfolio and Retire Early: for busy professionals
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Maricela Soberanes

Maricela Soberanes and her husband Christopher Linger are the principals at Up Plex. They are accredited Real estate investors who have been Investing in real estate since 2006. They passively Invested in nine multifamily syndications across five states before they became general partners in nine apartment syndications or 1750+ apartments. Currently they have over 270M multifamily portfolio under management.

Maricela has a business degree and a successful medical service business since 2015. Chris Linger has an MBA, twenty-six years of active-duty Navy services (ret), now full-time apartment syndicator. In addition, they successfully Joint Ventured with other specialized partners to acquire self-storage facilities and mobile home parks valued over five million dollars.

Get in Touch with Maricela

• Website: https://www.up-plex.com/
• Instagram: @the_immigrant_millionaire

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If you missed listening to our real estate investing experts last month, visit the links below!

https://bonavestcapital.com/podcast/
https://www.buzzsprout.com/1368325

Watch this recap episode on YouTube:https://www.youtube.com/watch?v=iJ5LAko9EMI

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If you’re tired of dealing with the hassle of self-managing your rental portfolio, listen to this episode with Chris Linger, who made his growth in the business even bigger through passive investing in multifamily syndications!

Chris focuses on his journey as a passive investor turned general partner in multiple large deals, the value of networking, partnerships, and taking massive action. Pay attention to our conversation and learn how to start by having your pure intention to succeed in the syndication space!

Key Points & Relevant Topics

• Factors contributing to Chris’ success and growth in syndications
• 3 things to consider when you go bigger in real estate or acquire larger deals
• The fundamentals of success in larger syndication deals
• Why it’s important to be intentional at what you do in the real estate business
• Realities about the general partnership side of syndication and closing large deals
• How to successfully participate in many syndication deals in a short period
• Strategies for evaluating the potential and downsides of a deal or property
• Chris’ outlook on the current state of the multifamily market, interest rates, and insurance

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Christopher Linger

Christopher Linger and his wife Maricela Soberanes are the principals at Up Plex. They are accredited Real estate investors who have been Investing in real estate since 2006. Like many of their investors, they started with a small rental portfolio. They slowly built a personal portfolio valued at 4.5M and started the disposing [selling] process in 2020 to transition into larger Commercial Real Estate/apartment syndications.

They passively Invested in nine multifamily syndications across five states before they became general partners in nine apartment syndications or 1750+ apartments. Currently, they have over 270M multifamily portfolio under management.

Now, Chris & Maricela are Elite Business Coaches. They coach and consult other entrepreneurs to grow their business and create passive income sources. They have a Virtual Assistant Agency to help business owners delegate to elevate their revenue by 30% in 90 days.

Get in Touch with Chris

• Website: https://www.up-plex.com/
• Instagram: @popsrei
• YouTube: Up Plex Invest

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If you’re looking for a platform to find cash-flowing single-family rental properties, you landed in the right show! This episode with Andrew Kim talks about the motivation behind staying in single-family investing despite his past losses, the things he considers when choosing the right market and deals, and how he helps investors make single-family rentals even more passive.

Listen in and learn how to own rental properties and earn passive income without the hassle of being a landlord!

Key Points & Relevant Topics

• Andrew’s background in the tech industry and the ups and downs with his first single-family investments
• Things that caused Andrew’s losses from single-family investments and BRRRR strategy
• The start of Andrew’s investing journey from Canada to the United States and the reason he initially chose the Florida market
• How SHARE works and what it does for investors
• The driving force behind Andrew’s decision to grow his portfolio during the pandemic
• Finding single-family deals that pencil out despite the current market situation and high cost of houses
• Andrew’s insights on the Sunbelt and Midwest SFR market
• How SHARE find deals for its clients and win deals amidst the competition

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Andrew Kim

Andrew is a technology entrepreneur and passive real estate investor. After investing and losing a lot of money trying to do BRRRs, he managed to find success by working with seasoned professionals. His real estate portfolio (20 SFRs) allows him to focus on his other passion/profession - building technology companies. His current focus is building SHARE - the easiest way to build a portfolio of rental properties. SHARE's mission is to help others seek financial security through real estate.

Get in Touch with AndrewWebsite: https://sharesfr.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Deep dive into this episode with Ryan Groene and his careful analysis of mobile homes and RV park’s potential, demand, and their current state in the real estate market!

Ryan tells us why he chose mobile homes and RV parks as his investment vehicle, his strategies for making these asset classes work and profitable, and some facts about affordable housing that every investor should know. Join us for another educational discussion about investing!

Key Points & Relevant Topics

• How Ryan got into real estate investing from a career in finance
• Ryan’s journey to acquiring empty lots and mobile homes
• The difference in acquiring used and new mobile homes and some strategies for acquiring them
• The importance of performing cost-benefit analysis when bringing homes to a mobile park, refinancing, or selling
• The ultimate goal when underwriting a mobile home park deal
• The current market condition, supply, and demand in the mobile homes industry and affordable housing in general
• What’s the main reason behind mobile homes’ dwindling supply?
• Why Ryan decided to invest in RV parks
• Mobile homes vs. RV parks in terms of operation, demand, amenities, and size allocation

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Ryan Groene

An accomplished professional, Ryan started his investment career over 10 years ago with a family owned single family rental and public equity investments. His portfolio has grown to over 900 mobile home park spaces and has overseen a portfolio of operations for over 1200 mobile home spaces.

Ryan graduated from The Farmer School of Business at Miami University(OH) in 2012 with a B.S. in Finance. During his academic career, Ryan played 4 years of collegiate baseball. He was also a member of the OCCAC All Academic team and named team captain in his senior season.

Ryan has owned and operate parks in Iowa, West Virginia, Kentucky, Ohio, North Carolina, and South Carolina. Ryan is proficient in evaluating deals, networking, and operating parks. Ryan oversees all of our operations at Treeside.

Get in Touch with Ryan

• Website: https://treesidecapital.com/
• LinkedIn: Ryan Groene
• Facebook: Ryan Groene
• Instagram: @ryangroene

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If you’re ready to take the next step towards your ultimate goals, join us for another interview that will open your eyes to the countless gains of investing passively in real estate!

This episode with Micy Liu covers her journey to building passive wealth from commercial real estate, syndications, and fund management. Micy also talks about the hurdles she had to overcome to get into a position where she’s now helping busy professionals and investors create their success stories. Listen in and start reaping the benefits of passive investments for a better financial future!

Key Points & Relevant Topics

• The pivotal moment that made Micy transition from house hacking to passive investing and fund management
• Challenges and rewards of passive investing and commercial real estate
• Things you should know about the limited and general partnership side of passive investing
• The step Micy had to take to shift from passive investing to general partnership
• Why you should include short-term rentals to your portfolio and diversify across different asset classes
• Fund management and its advantages over the general partnership
• Micy’s current focus and the role of understanding the market condition in planning for your next goal
• The importance of building partnerships in real estate investing

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Micy Liu

Micy came to the US at 16 years old by herself as an exchange student from China. She started her real estate journey in 2019. Her life was never the same when she saw the impact commercial real estate investing can have on others and herself.

That is why she started Life Mission Capital where she helps busy professionals invest in cash flowing commercial real estate so they can focus more on what matters to them. She utilizes her strong networking capabilities to find the experienced sponsor team and leverages her expert analytical skills to underwrite the opportunity to invest alongside her investors.

Today, she has a portfolio of 1048 units of multi-family and short-term rentals as a co-general partner and fund manager. She has been focusing on multi-family but is due diligence on other asset classes such as mobile home parks, extended stays and self-storage.

She also is the founder of a Real Estate Investment Club with more than 600 members and is a strong advocate for financial literacy through non-profit organizations like Junior Achievement. Financial literacy is her life mission.

Get in Touch with Micy

• Website: https://lifemissioncapital.com/ / https://www.freedomgrowthfund.com/
• Email: micy@lifemissioncapital.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Are you well-informed about the legalities and risks of syndicating deals and raising money? In this episode, Tilden Moschetti generously shares his expertise in the syndication space and its complexity, the legal steps you should know from acquiring to structuring and operating deals, capital raising, fund of funds, and more.

So, whether you’re an active syndicator or someone planning to enter the syndication world and looking for an extensive guide, this conversation will help you learn about leveraging investors’ capital and equity!

Key Points & Relevant Topics

• Tilden’s law background and the start of his real estate journey through syndication
• How Tilden made his first deal successful despite the challenges of being a new syndicator and capital raiser
• Finding the right deal to invest in, winning your investors’ trust, structuring a deal and its legal framework
• Ways to identify investors’ motivation for investing in syndication
• Advice on how to succeed in the syndication space
• Things that set efficient syndication/security attorneys apart from others practicing the same law in real estate
• Typical investor questions attorneys are receiving from syndicators
• The two biggest mistakes syndicators make in a deal
• What happens if a syndicator or deal does not have a PPM?
• Risks involved in the fund of funds model and finders fee
• Tilden’s perspective on the current market trends and the evolution of AI

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Tilden Moschetti, CCIM, Esq.

Tilden Moschetti, Esq. is a syndication attorney that focuses exclusively on Regulation D offerings for real estate syndicators, business owners, entrepreneurs, and private equity funds.

Tilden is a highly regarded expert in syndication as an attorney, a syndication coach, General Counsel to two private equity funds, and an active syndicator himself. He has been featured on NPR, NBC News, People Magazine, the National Law Journal, the San Francisco Chronicle, and the Los Angeles Business Journal.

A fundamental difference between Tilden and other attorneys is that Tilden came to the practice of syndication law as a syndicator of his own deals first. Tilden’s practice as a real estate attorney changed gears when a partner showed him a deal and asked him if they could syndicate that deal together. Both investors and Tilden made a great return, so he kept syndicating. As his successes grew doing deals, 9 years ago he refocused his firm away from real estate law, to syndication law exclusively.

Get in Touch with Tilden

• Website: https://www.moschettilaw.com/
• YouTube: Moschetti Syndication Law PLLC

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, we’ve invited one of the best proofs that starting from nothing to achieving big is attainable in real estate! DJ Hume demonstrates his transition into multifamily for bigger goals despite successfully acquiring five single-family rentals, how he changed his family’s point of view on the investing side of real estate, and how he gradually learned capital raising and acquiring multifamily deals.

Don’t miss out on this episode because DJ also spills the facts about running rental properties that led to his enormous prosperity today!

Key Points & Relevant Topics

• What motivated DJ to start real estate investing by renting out his first house
• The reality of owning single-family rental properties
• Ways to buy rental houses and the sacrifices that come with it
• The thing DJ had realized about single-family rentals after his bad experiences
• Differences between single-family and multifamily investing
• Changing people’s mindset and perspective on real estate through your success
• What it takes to pitch your first deal and raise money from potential investors without prior background in the multifamily space
• DJ’s continuous growth and success in multifamily investing
• Some methods to find off-market deals and property owners
• The power of building partnerships in acquiring and managing properties

Resources & Links

• CoStar
• Upwork
• Apartment Syndication Due Diligence Checklist for Passive Investor

About DJ Hume

DJ Hume is a nine-year veteran to the real estate business with over $20 million assets under management, started with 0 doors, no experience, and now own and operate 300+ doors. A humble start working in the medical field with start-ups and emerging tech companies, he was relied upon for business development and strategies. DJ has taken that business knowledge to build Prosper Capital and has become a preferred borrower with Fannie Mae, Freddie Mac, Life Insurance Co, and one of the fastest-growing privately held real estate companies in the Midwest.

Get in Touch with DJ

• Website: https://prospercapitalco.com/
• LinkedIn: Daniel (DJ) Hume
• Instagram: @djhumeofficial

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Raise your consciousness about the chances of creating wealth while serving people through real estate investing! In this episode, Julie Holly talks more about her journey from house-hacking to multifamily and now navigating the complex but rewarding world of assisted living investing.

She highlights assisted living’s growing demand and its exciting future, what she considers from acquiring deals to operating assisted living facilities, and her incredible commitment to helping residents and investors.

Key Points & Relevant Topics

• The start of Julie’s real estate career and entry into house hacking and single-family investing
• What made Julie decide to invest in assisted living facilities and the value she wants to provide to people and residents
• Julie’s approach to acquiring deals in the assisted living space, partnering with people, and the things she considers before investing
• Steps and things involved in operating an assisted living facility
• The growing demand and the future of the assisted living space
• Opportunities to support others through real estate investing

Resources & Links

• Julie’s Podcast: The Conscious Investor on Apple Podcasts and YouTube
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Julie Holly

Julie is the founder of Three Keys Investment, helps people like you find their freedom through multifamily real estate investing so that they can live the life of their dreams! She has invested in single-family homes, house-hacked before it had a name, managed properties from 1k miles away, and passively invested in multifamily assets. Currently, Julie is passively invested in nearly 300 doors, strategically partnered in 68 Atlanta-based and a general partner in 387 units.

Her podcast The Conscious Investor is designed to support investors at every step of their journey. Enjoy nearly 400 episodes on mindset and how highly successful investors overcome limitations and become unstoppable forces of success.

Julie’s care for the financial well-being of investors as well as her experience as a public school teacher, and ability to relate with people allow her to raise capital for the team’s offering.

She regularly speaks at national and virtual events and serves clients as a performance coach.​ Her free time is filled with backcountry mountain biking with family and friends, baking delicious treats to share with others, writing grants for non-profit organizations, and mentoring young entrepreneurs.

Get in Touch with JulieWebsite: https://www.threekeysinvestments.com/ / https://www.iamaconsciousinvestor.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Deep dive into another story of a thriving real estate journey with Kevin Falk and Jeff Derus! Our duo guests will start by sharing how they formed and strengthened their partnership, expanded Nordic and its brand, and built their property management business.

They’ll also emphasize some challenges they had to repress along the way, Seattle’s opportunities for passive investing, and more.

Key Points & Relevant Topics

• How Kevin and Jeff started their path to real estate investing
• Kevin and Jeff’s journey to building a solid partnership
• An Introduction to Nordic Partners Investments, how it’s founded, its current focus, and goals
• Challenges of starting and growing a real estate company from the ground up
• Strategies for overcoming the challenges of running an investment firm and property management company
• The difference between sellers’ and brokers’ property prices in today’s market
• The importance of having reserves when unforeseen issues and black swan events occur
• Benefits of expanding a property management company into different markets
• The potential and opportunities from the Seattle, WA market
• What could have been done differently if Kevin and Jeff had to start over?

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Kevin Falk

Kevin Falk started his real estate career back in 2010. During his tenure, Kevin has managed over 15 million square feet of Multi-Family, Office, Industrial, Retail, Medical and Data Centers. Prior to starting Nordic Partners Investments, he has worked for high-powered companies like CBRE, Kidder Mathews and Microsoft. Kevin’s main focus is to help clients maximize their real estate returns by buying distressed assets and repositioning them with Nordic’s construction team.

Kevin is a University of Washington alum and has been a Seattle resident his entire life. The local knowledge gives him a unique understanding of all sub-markets and rent trends. This bodes him well for understanding the nuances of investment strategy within Nordic’s business model.

About Jeff Derus

Jeff Derus is a reflective entrepreneur who carries with him a deep-seated appreciation for data and thoughtful strategy. His hands-on development of FreshMeal.com and 99lumen.com underscores a career hallmarked by intelligent, measured growth, exemplified by FreshMeal's early revenue success. In the realm of real estate, Jeff’s commitment shines through in his efforts to ensure NPI consistently leads with its superior management systems and advanced technology.

His foundational knowledge stems from his academic pursuit of finance and entrepreneurship at the University of Washington, seamlessly transitioning to pragmatic application in his professional life. His expertise extends to his impactful work as a commercial real estate consultant with Kidder Mathews, where he advises on the viability and optimization for the Northwest's most ambitious transit-oriented development projects.

Get in Touch with Kevin and Jeff

• Website: https://www.nordicinv.com/
• Kevin’s Phone: 425-328-8998
• Jeff’s Phone: 425-829-0101

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Want more of Neal Bawa’s expertise in real estate analysis and data-driven insights? We’re glad to have him back on the show for the latest trends and opportunities in the housing market!

Level up your understanding of what’s real in today’s market condition, valuable information about the economy in general, and the potential of single-family and multifamily investments. Tune in because this episode might help you thrive and make better decisions in an environment surrounded by negativities.

Key Points & Relevant Topics

• The unusual situation of the real estate market from 2023 to present
• Fed’s role in recovering the economy, cutting rates, and improving employment and rent growth
• Neal’s point of view on people listening to negative information and the truth behind these negative news
• Why 2024 is a great year and opportunistic for future investors and home buyers
• Freddy Mac’s single-family and multifamily space’s outlook forecasts in 2024
• Neal on capitalizing from 2024’s opportunities and the root cause of investors’ fears
• Reasons to give small real estate markets a try and stay away from hot markets
• What is “land squatting”

Resources & Links

• First Episode with Neal: SA317 | The Future of Multifamily Real Estate Investing
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Neal Bawa

Neal Bawa is CEO / Founder at UGro and Grocapitus, two commercial real estate investment companies. Neal’s companies use cutting edge real estate analytics technology to source and acquire OR build large Commercial properties across the U.S., for over 900 investors. Current portfolio over 4,800 units, with an AUM value (upon completion) of over $1 Billion.

Neal shares his team’s unique and cutting-edge real estate data methodologies to connect with geeky and nerdy (or just data driven) investors who share his vision - That Data beats gut feel by a million miles. Over 10,000 real estate investors have taken his free Real Estate Data Analytics course on udemy.com and the course has over 1,000 five-star reviews.

Neal speaks at dozens of real estate conferences across the country and virtually, on the Internet. Over 5,000 investors attend his multifamily webinar series each year and hundreds have attended his Magic of Multifamily boot camps. His facebook and meetup groups have tens of thousands of investors.

Neal believes that we are at a turning point, where traditional commercial real estate will combine with Proptech and Fintech technology disruptors, and will truly reach its potential as a tradable, highly liquid asset class that will rival and eventually beat the stock market in its size and scope.

Get in Touch with NealWebsite: https://multifamilyu.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, Joe Finneran joins us to show what it’s like to thrive in real estate without a fixed strategy. He shares his sustained growth in the business by buying, holding, and selling rental properties, his straightforward yet effective way of communicating with tenants, and the things he’s now focusing on to make more money from property investing.

So, if you think of investing in the New York market, listening to this episode could help you begin your journey!

Key Points & Relevant Topics

• Joe’s entry to real estate investing in New York and his comparison of the property prices after the market crash in 2008 vs. the market today
• The impact of COVID-19 on the NY housing market
• What made Joe decide to hold properties for long-term cash flow after buying and selling without a strategy
• The importance of evaluating tenants and setting expectations when you’re self-managing properties
• When to buy and hold and when to buy and sell properties
• Investing in multiple single-family rentals in one market vs. multifamily apartment buildings
• What is a cap rate and why learning it is important
• The difference between a true real estate investor and a homebuilder

Resources & Links

• Rich Dad Poor Dad by Robert T. Kiyosaki
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Joe Finneran

Joseph Finneran is an experienced and active real estate investor located in Orange County New York. His main focus has been investing in towns that are up and coming due to their proximity within the Big Apple. When covid first hit people thought real estate would collapse along with the economy.

Joe believed in continuing to buy and was one of the first ones that analyzed and captured this great opportunity to continue to invest in the outskirts of NYC during Covid due to the migration of people leaving NYC to the suburbs due to covid 19. His focus is 50 percent buy and hold and 50 percent flipping. For Joe, every property is different, and believes in looking at real estate for what its "highest and best use is" while also keeping in mind "how much time something takes". Joe has been in the industry for over 11 years and has been involved in over 100 real estate transactions to date.

Get in Touch with Joe

• Website: https://www.stressfreehomebuyers.house/
• Instagram: @thecasainvestor

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Do you want to learn about a luxury yet more efficient way of converting distressed office spaces into residential housing? Deep dive into our conversation with another incredible guest, Douglas Hayden!

Doug talks about how they’re revolutionizing the housing industry by converting unused office spaces through fabricated construction and how it impacts a community, and he goes deeper into what sets them apart from other companies doing this strategy. Be sure to listen until the end of this episode to know how you can participate in resolving the housing crisis through his end-to-end solution!

Key Points & Relevant Topics

• Douglas’ background from the tech industry to commercial-residential real estate conversion in Calgary, AB
• How Douglas got involved in converting offices to residential properties
• The process of converting unused office spaces and acquiring permission from the city
• Factors to consider when looking for ideal buildings and office spaces to convert
• What makes office parks and buildings great for conversion
• Advantages of prefabrication over conventional property conversion
• What does the process of transporting prefabricated materials for conversion look like?
• Maintenance and sustainability of prefabricated materials after the property conversion
• Why it’s preferable to partner with a bank when converting distressed assets
• The greater impact of the office-residential conversion on communities

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Douglas Hayden

Douglas Hayden boasts an impressive track record spanning over 40 years in both the Real Estate and tech sectors. Alongside his team, Hayden has successfully executed more than 1,600 transactions, building a reputation for diligence, innovation, and client satisfaction.

Before delving into real estate, Douglas sharpened his skills in the realm of business development. He held prominent roles at multiple tech startups, all of which were later acquired by industry giants such as Apple, IBM, and British Telecom. Doug's knack for identifying potential and strategically positioning businesses for success was further cemented during his tenure at SMED, an office solutions provider. Here, Douglas steered the company towards integration with tech platforms like Cisco Systems & Northern Telecom, focusing on enhancing office environments with technology-infused Office solutions.

He was part of the pioneering team that established EXP Realty in Canada, and In honor of his Community service and impact, he has been awarded the Queen's Platinum Jubilee Citizenship Medal and the Alberta Centennial Medal.

Get in Touch with Douglas

• Website: https://arthroto.com/
• LinkedIn: Douglas (Doug) Hayden
• YouTube: Arthroto

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this episode, Megan Stafford shares her continuous investing success in Arkansas. She talks about utilizing FHA loans, remodeling properties, flipping undervalued assets, and long-term property holding. By tuning in, we’ll also pick up on some of the nuances of investing in the California market, finding deals, and diversifying a portfolio across multiple asset classes.

Key Points & Relevant Topics

• Megan’s entry into real estate investing and renovating duplexes
• Processes and requirements to qualify for the FHA loan
• Advantages of Arkansas over the California market
• How Megan got into flipping distressed properties and finance renovations
• The challenging part of flipping properties
• Ways to find deals online
• Megan’s criteria for evaluating a good deal
• The importance of having a mentor and networking with people

Resources & Links

• BiggerPockets
• Brandon Turner Books
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Megan Stafford

Megan is the founder and CEO of Dreamy Capital, a real estate investment firm specializing in 3-5-year holds on SFR properties. Megan started her real estate career in 2013 by selling a few bitcoins she had bought earlier that year. With less than a $4,000 down payment, she bought her first duplex with an FHA 203k loan in Central Arkansas.

Since then, she has managed a commercial real estate portfolio in the San Francisco Bay Area worth over $200 million in multiple asset classes- multifamily, retail, office, and mixed-use. She has grown her personal portfolio from a start of $400 to a value of $2.28 million with over half of that value coming from the last 2 years.

Megan enjoys making music, playing with her pups, and traveling the world with her life partner. Her ultimate goal in life is to help others achieve their goals by investing in real estate.

Get in Touch with Megan

• Website: https://dreamycapital.com/
• Email: megan@dreamycapital.com; meg@dreamycapital.com
• Instagram: @dreamycapital

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If you want to know more about the intricacies of the real estate and multifamily market in Québec, look no further because we’ve got Axel Monsaingeon today!

With this episode, we’ll learn how multifamily investments and development projects can make a significant impact on a community, the worth of organizing meetups with like-minded people in the space, some trends in the Québec market investors should know, and more meaningful subjects that you may find beneficial in your investing career. Start unlocking hidden opportunities outside the US by joining us!

Key Points & Relevant Topics

• Axel’s journey to real estate investing and organizing meetups from online to in-person in Quebec
• The most effective advice to attract investors in real estate
• Axel’s criteria in evaluating potential projects and deals
• The importance of having your motivation in achieving your goals and creating an impact on your community
• Structuring a deal and investment returns in Canada and how they’re similar to the US
• Axel’s exit plan for his deals in Quebec and how it’s affected by their state legislation
• The market rent in Quebec and how renovations help in calculating and raising rents
• Long-term and future trends in the Quebec market and investment strategies
• How the Real Estate Effect Podcast started and its benefits for Axel
• Aligning your business goals with family and personal life

Resources & Links

• Axel’s Podcast: The Very Real Estate Effect
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Axel Monsaingeon

Axel was born and raised in the Caribbean on the island of St Barthelemy. After living for 3 years in Paris he arrived in Canada as a teenager to finish high school. He earned a bachelor's degree in Economics and Commerce from Concordia University – John Molson School of Business and started working for a global logistics company operating a container terminal. After 2 years, he went back to further his learning and graduated with a Master’s degree in Supply Chain Management. He then started working in the supply chain department of a global manufacturing company in pulp and paper.

After 3 promotions in five years, he moved to a Canadian National (rail company) to work in the supply management department.

Since then he educated himself through mentors and coaches and built a healthy portfolio in multifamily and new construction projects. Axel is also the host of the Real Estate Effect Podcast focused on real estate investing in Quebec and organizes networking events for industry professionals. He is a loving husband, father of a 6-year-old boy and 4-year-old daughter, and likes to cook and run.

Get in Touch with Axel

• Website: https://www.realestateeffect.ca/
• Instagram: @axelmonsaingeon
• Facebook Group: Real Estate Effect Podcast - Investing Group
• LinkedIn: Axel Monsaingeon
• YouTube: The Very Real Estate Effect
• Phone: (514) 836 5519
• Email: axel@realestateeffect.ca

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In a real estate environment where things are uncertain and challenging, we’re bringing Brandi Shotwell to the show to share her expertise in guiding commercial investors seeking suitable financing options and loan strategies.

Brandi will definitely provide value in this episode as she discusses why she transitioned to the commercial side of real estate lending, things you must know when acquiring commercial loans, and her high-level tips for preserving investors’ capital. There’s more to this conversation than you think, so tune in to discover!

Key Points & Relevant Topics

• Brandi’s background in mortgage, real estate financing, and her transition from single-family to commercial financing
• Advantages of financing commercial properties over single-family from a mortgage broker’s perspective
• The limitation in financing single-family properties or deals
• “Bad boy” clauses in commercial lending and their effect on loan agreement
• Typical DSCR (Debt Service Coverage Ratio) and LTV (Loan-to-Value) lenders are looking for
• The role of government loan programs in commercial real estate
• Brandi’s advice for investors doing floating-rate debt or loans and her loan recommendations for commercial and retail investors
• The importance of relationship and communication with the lender in avoiding default loan, foreclosure, and losing investors’ capital
• The biggest challenge lenders are facing in commercial or multifamily financing in today’s market
• Brandi’s point of view on 2024’s interest rate, financing, and real estate

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Brandi Shotwell

Brandi Shotwell is a Principal at Reno Capital Management in Dallas, Texas concentrating on debt and equity. With over 20 years of experience in finance and real estate, Brandi has had leadership involvement in over $1.5 billion in real estate projects ranging from commercial acquisitions to commercial development.

She has organized funding acquisitions and development opportunities for multifamily investors, high-net-worth individuals, municipal growth areas, and manufacturing clients.

Prior to joining RCM, Brandi was Vice President at Edge Capital Markets in Dallas, Texas. Preceding Edge, she was Vice President of Coronado Bay Capital where she was a top-producing originator of the company. Previously, she was a founding partner of Global Mortgage USA. Brandi attended Purdue University Northwest where she studied business and marketing.

Get in Touch with Brandi

• Website: https://www.renocm.com/
• Facebook: Reno Capital Management
• LinkedIn: BRANDI SHOTWELL
• Instagram: @iammrsshotwell

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If you’re thinking of practical ways to grow your hard-earned cash lying idle in the bank, you must hear this episode with Madhavi Nade Jain!

Madhavi will open our eyes to the possibility of becoming passive using a less popular strategy in real estate, the Infinite Banking Concept. She clearly explains how you can effectively utilize this technique to passively invest in syndications, its advantages, and the drawbacks of keeping a lot of money in financial institutions. Start thinking outside the box with today’s featured guest!

Key Points & Relevant Topics

• Madhavi’s story as an immigrant in the US and why she decided to invest in real estate
• Madhavi’s bad experience as a rental property owner and her discovery of syndication
• 2 internal roadblocks to investors’ journey to start passive investing
• Steps future investors must take to invest passively in a successful way
• Why investors should think like an eagle and adapt their mentality
• Infinite Banking: What it is and how to utilize this concept or strategy
• Problems with having your money sit in the bank
• High-level advantages of utilizing the Infinite Banking Concept (IBC)
• Things people must know to start putting Infinite Banking into work
• The power of taking consistent action in real estate

Resources & Links

• To access the e-book “Active Cashflow with Passive Real Estate Investments” for FREE, go to https://thinkoutsidethestocks.com/passive/.
• Madhavi’s Podcast: Think Outside The Stocks
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Madhavi Nade Jain

Madhavi (pronounced as Math-vee) is the President of Think Outside the Stocks. Madhavi lives in Austin, Texas with her husband Peyoosh, a nineteen-year-old daughter, and a fourteen-year-old son.

She has experience of 16+ years in the IT industry mostly with one of the top 5 consulting firms. Her excellent analytical skills, mathematics background, project management experience, and out-of-the-box thinking lay a solid foundation for evaluating and reviewing investment opportunities based on tangible parameters.

After her sudden corporate exit in 2015, she started her Financial Freedom journey in reverse order. She created a real estate portfolio of single-family rentals and Airbnb (valued at ~$1.5M). Soon realizing the lack of scalability, she expanded her passive investments to multifamily by unlocking the industry’s best-kept secret, Syndicated Real Estate. She has 1500+ units of passive multifamily investments in emerging markets across multiple states in the country.

With a passion to bring strategies she learned to the high-skilled immigrant community that has been working hard but unaware of how the wealthy invest in this country, she founded Think Outside the Stocks, a private equity firm focused on commercial real estate. As an active syndicator, she has a multifamily portfolio of ~790 units, $170+ Million in value, by forming strategic syndicated partnerships, where she has helped busy professionals to participate alongside her to create risk-managed passive returns and diversify outside of the stock market.

Get in Touch with MadhaviWebsite: https://thinkoutsidethestocks.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, we’ll highlight how Charles Hamilton manages his multifamily and hotel properties simultaneously. He’ll start by telling us about his unplanned entry into real estate, taking over his father’s investments and selling them eventually, to diversifying his portfolio across larger assets.

Charles also gives us an idea about the things he considers to get involved with the right network and partners, dealing with sponsors, and acquiring and funding hotels and apartment deals. Be sure to delve into this episode for more!

Key Points & Relevant Topics

• Charles’ background in the corporate world and his journey to managing his father’s properties with no prior experience
• How Charles ended up choosing and focusing on multifamily and getting involved in a partnership
• Questions you should be asking deal sponsors before partnering with them
• The benefit of attending networking events and how to find them online
• The main difference between hotels and multifamily apartments
• Ways to find hotel deals
• Things to consider when partnering in a hotel deal and operating a hotel business under a specific brand
• The process of financing and acquiring loans for hotels

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Charles Hamilton

Charles worked for Structural Dynamics Research Corporation (SDRC), a Computer-Aided Design (CAD) company, out of college. During his time at the SDRC, he was in a sales role, lead application engineer, customer service engineer, and project manager. In specific, he was commended by Xerox for helping them develop work processes with the CAD system to help them meet their goal of delivering new and innovative products. He was part of the pilot team and helped win this account with his efforts. At the time of Xerox signing on to use their CAD system, it was the second largest account for SDRC.

​From there, he moved into software development as a project manager for Booz Allen Hamilton, Spaceworks, and Digital Harbor. At Booz AlIen Hamilton, he managed software development projects and also worked on consulting engagements. These roles allowed him to use his ability to develop strategy and implement the tactical aspects of the projects. During his time at Booz Allen Hamilton, he received his MBA. The purpose of getting the MBA was to round out his skill set.

​His real estate experience came after his father's passing. He was left to run a 4-lot mobile home park and a single-family home rental. His goal is to take the experience he has gained and continue to invest in multifamily and hotels.

​The team he’s a part of just closed on a 65-unit apartment complex in Charlotte, NC. He’s on this deal as a General Partner (GP), a Limited Partner (LP), and also a part of the asset management team.

Get in Touch with Charles

• Website: https://www.hamiltoninvestmentsgrp.com/
• Email: charleshamilton@hamiltoninvestmentsgrp.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Do you want to learn more cash-flowing and creative strategies in real estate? You’re in the right show as Clint Harris speaks about his transitions from single-family rentals, turning small multifamily into Airbnb, and finally, how he got into retail buildings to self-storage property conversion.

Clint shares a lot of ground about building a self-storage, from construction and obtaining permissions to making the facility ready for occupancy. Listen to this episode and be competent in another unique investment strategy!

Key Points & Relevant Topics

• Clint’s changing strategies from single-family to short-term rentals through small multifamily to self-storage
• The difference between single-family and short-term rentals with small multifamily in terms of operation and revenue
• Why investors should focus on time, location, and financial independence
• The importance of holding properties and focusing on multiple niches and asset classes
• Can you still create success as a beginner in short-term rentals and Airbnb in today’s market?
• Advantages of investing in self-storage facilities
• Typical timeframe for self-storage ground-up development, construction, and conversion
• How long is the city’s permitting process for self-storage conversion and its permission for occupancy?
• The most challenging part of converting retail centers into self-storage facilities and how to make the process worth it
• Ideal market or places to build self-storage facilities
• Things to consider when conducting a feasibility study and market analysis for self-storage
• Adaptability and its significance in shifting your investment strategies

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Clint Harris

Clint Harris is a professional real estate investor, handles Capital Raising and Investor Relations for Nomad Capital, is the co-owner of Going Coastal Property Management, and is Co-host of the Truly Passive Income podcast.

Clint had a 16 year career in medical sales from 2007 to 2022 as a highly successful sales rep, implanting pacemakers and defibrillators. Along the way, Clint built a multifamily real estate portfolio with a strategy of buying distressed multifamily property at the beach with bad tenants, and converting them to top performing AirBNB properties. Clint leveraged heavy value-add and asset-class conversion to quickly replace his medical sales income.

With an eye on diversifying, Clint began investing into self storage as a limited partner with Nomad Capital several years ago. He eventually made the jump to general partner, took on the roles of Capital Raising and Investor Relations for Nomad Capital in late 2021, and left his medical career behind in November 2022 to live life as a full-time husband, father, and real estate investor.

Today, Clint has raised capital for the development of over $120 million in stabilized commercial assets. His core belief is that financial independence, when combined with location, and time independence, creates independence of purpose.

Get in Touch with Clint

• Website: https://nomadcapital.us/
• Email: clint@nomadcapital.us
• Facebook: Clint Harris
• LinkedIn: Clint Harris

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Listen to this amusing yet inspiring interview with Engelo Rumora, sharing how he overcame obstacles to succeed in the US and fears of investing overseas.

Engelo also talks about what sparks his interest in the US market despite his expertise in Australia, why happiness must be part of your goal as an investor, his competence in turnkey investing, and more. Check this out to capture every critical takeaway from this episode!

Key Points & Relevant Topics

• What led Engelo to invest in real estate after being in the construction industry for four years
• What it’s like to invest in Australia in today’s market
• How Engelo started his investing journey, property management company, and portfolio diversification in the US market
• A valuable advice for anyone who wants to be an entrepreneur
• The power of virtual assistance for your real estate business
• Overcoming the fear of being an entrepreneur outside your country
• Engelo’s learning experiences from investing in different countries
• What makes the US the best country for real estate investing
• The good and the bad impact of investing in real estate

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Engelo Rumora

Engelo Rumora is a prominent real estate executive, investor, and CEO, known for his remarkable achievements in real estate investments, as well as his diverse entrepreneurial ventures spanning various industries. With a global portfolio encompassing countries such as the Bahamas, Croatia, Japan, Australia, and the USA, he has demonstrated a comprehensive understanding of investment strategies.

Engelo's expertise extends beyond real estate to include tech, crypto, stocks, and oil funds. He is the driving force behind several successful companies, primarily in the real estate sector, having experienced both setbacks and triumphs. Engelo's enduring commitments are Ohio Cashflow, a leading turnkey property provider, and Oz Realty, a renowned property management firm. His career has seen involvement in over 1,000 real estate transactions, including flips and buy-and-holds.

Get in Touch with Engelo

• Company Website: https://ohiocashflow.com/
• Property Management Website: https://ozrealty.house/
• Personal Website: https://engelorumora.com/
• Wikipedia: https://en.wikipedia.org/wiki/Engelo_Rumora

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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This episode with Peter Neill explores the factors that make single-family and affordable housing powerful in the present real estate and economic situation. He clearly explains the need for providing high-quality yet cut-rate homes while giving value to investors, the significance of having communication skills in raising money, and his extensive knowledge of the housing market.

Grasp a different approach to leveraging the potential of single-family investing by diving into this conversation!

Key Points & Relevant Topics

• How Peter got introduced into the real estate space, his roles in the past, and his journey to building partnerships
• What it’s like to raise capital for a company
• Attributes and abilities of a successful capital raiser
• The importance of establishing proper communication and setting expectations with investors
• How real estate investing has changed over the years in terms of resources, options, and communication
• The current demand and state of single-family and Section 8 Housing
• Why it makes sense to invest in affordable housing in today’s market
• Ways to evaluate the market and housing supply and demand
• The value of having patience, giving value, and asking for other people’s help in real estate

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Peter Neill

Peter Neill is the Co-Founder and Partner at GSP REI, a vertically integrated real estate investment company specializing in acquiring, developing, and managing single-family affordable and workforce rental housing.

Peter has over 9 years of real estate investing and capital raising experience. He plays an active role in the management of the company and its various fund offerings. Peter is chiefly responsible for fulfilling the company’s capital raising goals by marketing and communicating the company’s private fund offerings and maintaining key relationships with the company's investors.

Get in Touch with Peter

• Website: https://gsprei.com/
• Email: pneill@gsprei.com
• Phone: 610 357-2330

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Get prepared for an exciting episode featuring Donato Callahan with his story of creating success as an investor and helping others through his innovative and cutting-edge software, Bright Investor.

Don’t miss out as we discuss how Bright Investor can make market research more convenient, how this platform can help you expand and scale faster, plus his wisdom about retirement, investment, and business.

Key Points & Relevant Topics

• What kept Donato looking for a wealth-building vehicle after losing $25k in the stock market
• Donato’s perspectives on retirement through 401(k)s
• 3 benefits of owning and investing in real estate
• How Donato started his journey in real estate investing at a young age
• Donato’s transition from house hacking and wholesaling to commercial multifamily syndication
• The impact of mentorship on creating partnership and business relationships in the syndication space
• Bright Investor: Its background story and what this platform is all about
• The mindset it takes to successfully launch and run a real estate platform or software
• Bright Investor’s data update, special features, pricing, and advantages over other platforms
• Ways Bright Investor can help in finding off-market deals

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Donato Callahan

Donato secured the prestigious Department of Defense SMART Scholarship following his high-school valedictorian success. He later graduated Magna Cum Laude from Boise State and dedicated time to wildlife conservation in South Africa and wildlife ecology studies in Montana. Amidst the COVID-19 lockdown, Donato discovered real estate investing, leading to the establishment of his first wholesaling company and the acquisition of an astounding 176 residential and commercial multifamily units by the young age of 23.

He’s on track to achieve nearly 400 units and $40M in real estate in 2024, speak at numerous universities, and empowers investors through his company BrightInvestor, a cutting-edge real estate market research tool getting results for investors to grow, scale, and profit.

Get in Touch with Donato

• Website: https://brightinvestor.com/ / https://www.donatocallahan.com/
• Instagram: @donato_callahan

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this episode, Alex Kingman proves that undervalued and troubled properties can transform into steady income-generating assets! Dive into our conversation as Alex talks through the risks and upsides of doing heavy value-add into distressed multifamily communities, building good connections with investors, and the main reasons to consider investing out of your backyard.

Keep tuning into this show and begin visualizing a fulfilling life through passive investing in real estate today!

Key Points & Relevant Topics

• How Alex discovered real estate investing and started house hacking
• The impact of Robert Kiyosaki’s books on Alex’s life trajectory and perspective
• Reasons why some investors choose to invest out-of-state instead of California
• The potential to scale and grow faster in multifamily
• Pros and cons of investing in heavy value-add and distressed properties
• Best places to find investors for deals involving distressed assets
• Giving value and maintaining a relationship with investors from meetups
• The importance of focusing on your goals and having the courage to keep going in real estate

Resources & Links

• Rich Dad Poor Dad by Robert T. Kiyosaki
• The Book on Managing Rental Properties by Brandon Turner and Heather Turner
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Alex Kingman

Alex is the Director of Investor Relations at KGI Capital. Her company helps high-income and high-net-worth individuals invest passively in apartment buildings so that they can reduce their tax burden, grow passive wealth, and live life on their own terms.

KGI capital invests in 20-100 unit distressed multifamily properties and redevelopment projects in the Southeast and Midwest. To date, they have acquired 253 multifamily units and have $30MM in assets under management. Before going full-time into real estate, Alex was one of the top Airstream salespersons in the country. She is located in the San Francisco Bay Area and is a mother of two girls.

Get in Touch with Alex

• Website: KGI Capital - https://www.investwithkgi.com/
• LinkedIn: Alex Kingman

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, we’re bringing another fantastic guest on the show, Shane Thomas! He chats about how he ended over a decade of working in the corporate world by discovering real estate investing, reaping the benefit of shifting from single-family to multifamily space, and his company's continuous growth.

Shane also outlines top-tier strategies his company utilizes for handling potential investment risks, thousands of units, and preserving investors’ capital for a long-term goal. There's more to learn from this interview, so get right in!

Key Points & Relevant Topics

• Shane’s extensive experience in accounting, consulting, and journey to wealth-building in real estate
• The most challenging part of self-managing single-family homes out-of-state or country
• Multifamily’s evolving popularity and the importance of having a long-term vision in today’s market
• Why you should take asset management seriously
• Things to highly consider in your cadence and KPIs when managing over a thousand units or multiple deals
• Evaluating the performance of each KPI in a deal and some ways to ensure KPI goals are attainable
• Strategies for managing risks and having reserves
• The value of leveraging other people’s skills and mindset, partnerships, and networking events

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Shane Thomas

Shane is a Canadian-born real estate entrepreneur and Co-Founder of Catalyst Equity Partners, a Texas-based privately held real estate investment firm founded in 2016. Catalyst focuses on the acquisition and management of large value-add multifamily properties in high-growth markets. Catalyst currently has ~1,900+ units and assets under management valued at $300M+.

Shane is also a Co-Founder of CEP Construction Services, a multifamily construction and rehab company. Shane leads the acquisitions, financing, asset management, and investor relations efforts at Catalyst. Shane leverages his expertise in large-scale project management, analytics, and process improvement to ensure Catalyst’s processes are best-in-class.

Prior to starting Catalyst, Shane had 10+ years of experience working at PwC, a Big-4 Consulting Firm, where he led large teams in strategically advising large Fortune 500 companies on ways to improve operations, increase revenues, and reduce costs by implementing streamlined processes and technology.

Shane is a Certified Public Accountant (CPA, Illinois) and Chartered Accountant (CA, Canada). Shane has a bachelor of Mathematics degree and a Master of Accounting degree from The University of Waterloo located in Ontario, Canada.

Shane resides in Houston, Texas with his wife and three daughters ages 6, 5, and 4.

Get in Touch with Shane

• Website: https://catequity.com/
• Email: shane@catequity.com
• LinkedIn: Shane Thomas / Catalyst Equity Partners

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Many times, we heard in this show that patience is one of the keys to success in the real estate business. It is exactly why we’ve collaborated with Justin Moy in this episode!

Justin joins us to share how he pursued investing despite failures and not earning money in the first few months of his sales career at a young age, the positive impact of deferring his gratification in the face of his wins in the commercial space, and most importantly, his deep understanding of passive investing and growing a portfolio. Listen in to resonate with his journey!

Key Points & Relevant Topics

• The reason why Justin is interested in real estate despite his family’s contradicting perspectives
• What kept Justin motivated to pursue real estate in spite of his failure for the first 6 months of his career
• The turning point that triggered Justin’s transition from sales to residential and commercial investing
• Advantages of investing in Midwest markets
• Realities of acquiring investment properties and what it really means to be passive in real estate
• Efficient ways to extraordinarily operate properties and scale your investments
• Process of starting a fund, evaluating deals, and vetting operators
• Why it’s important to diversify into different asset classes in the current market condition

Resources & Links

• To download Justin’s FREE retirement calculator, “The Top Secret Investing Strategy For Sales Professionals” ebook, and a bonus gift, visit https://www.presidentsclubinvestors.com/.
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Justin Moy

Justin Moy was in real estate sales in the Bay Area of California when he was 18 years old. The most competitive market at the time, he cold-called owners all day, for 6 months straight with 0 success. He decided he was going to quit his sales job and never look at the industry again, but one more lead popped up on his dashboard, and figured he’d give it one last call before never touching the industry ever again. That call turned into his first listing and purchase, and net a $60k commission to him.

He spent the next years of his life in sales roles, consistently performing within the top 5% where he went. He realized he was transactionally rich but not wealthy. He was sacrificing his personal life for professional growth. When he went to start investing his money to hopefully buy back his time, he realized nobody in the investing space served sales professionals by taking into account their specific pain points (variable income, exposure to recessions, volatile job) and realized he was burning out.

That’s when he realized that investing in commercial real estate could help sales professionals address all the pain points unique to them, and almost all sales pros he’d invested with have been able to replace their income with passive income with this strategy.

Get in Touch with Justin

• Website: https://www.presidentsclubinvestors.com/
• LinkedIn: Justin Moy - The Presidents Club Investor 🏆

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Whether you’re a limited or general partner in multifamily syndication, lend an ear to this episode with Deepa Reddy Akula! Today, she connects with us to share her journey from engineering to passive investing to where she is today.

We’ll cover Deepa’s competence in preserving investors’ capital in a volatile market, the perks of investing in a fund, property value-add strategies, and some excellent advice when participating as a limited partner in a deal. Let's benefit from her wealth of knowledge by tuning in!

Key Points & Relevant Topics

• What attracts Deepa to invest passively in real estate syndications
• Valuable tips on what investors should be asking and looking for in a deal when investing as a limited partner
• Things to focus on to preserve investors’ capital as an asset manager and general partner
• Deepa’s amazing journey with JT Capital Group as an LP, co-GP, and Principal
• JT Capital Group’s current focus markets and its goal of increasing the living standards of its residents
• Advantages of having a fund model

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Deepa Reddy Akula, PE, MSME, M.ASCE

Deepa Akula is a highly accomplished leader and real estate investor, with over 14 years of experience in engineering and commercial real estate. Currently, she serves as the Managing Principal at JT Capital, leading the investor relations group. JT Capital is a boutique Real Estate Private Equity group specializing in institutional-grade multifamily properties in vibrant submarkets of Texas and Florida.

She brings her love for numbers and strategic thinking from her engineering background and her experience in property management, asset management, and underwriting to the field of commercial real estate. She is passionate about generating double-digit returns for passive investors through strategic investments in Multifamily assets.

Deepa is an alumnus of the University of Missouri, where she earned a Master of Science degree in Engineering.

Get in Touch with Deepa

• Website: https://www.jtcapitalgroup.com/ / https://www.jtcapitalgroup.com/current-offerings
• LinkedIn: Deepa Reddy Akula, PE, MSME, M.ASCE

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Are you struggling to get good results in your real estate investing business, such as raising capital and generating leads, despite your marketing efforts? Dive into this interview with Jesse Futia, a LinkedIn branding expert and an investor, to discover more about LinkedIn and its power in growing your brand and online presence.

Jesse provides high-powered tips on utilizing your LinkedIn account as an investor, content postings, email campaigns, newsletters, and more. Don’t miss out on this episode to start claiming your reputation in the competitive world of social media!

Key Points & Relevant Topics

• How Jesse started from a small project to getting involved in student housing, commercial space, and syndications
• Some ways to differentiate yourself from other student housing owners and landlords
• Benefits of transitioning from student housing to larger asset classes
• What makes LinkedIn a powerful platform for investors and other professionals
• Why consistency is important in LinkedIn content posting
• Authenticity and why it matters for your online presence
• Drip campaign newsletter: What it is, how it works, and how to nurture it
• Jesse’s perspectives on constantly sending emails, texts, and outreach messages to people for marketing
• How to identify real or fake (spammers, scammers, etc) people who reach out on LinkedIn
• The advantage of upgrading your LinkedIn to a premium account
• The importance of taking consistent action in getting positive results on social media branding

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Jesse Futia

Jesse Futia is the Principal and CEO of Executive Equity Investing. Jesse grew up in Albany NY and graduated from the University of Albany. He was commissioned as an officer in the US Army and served as a US Army Ranger from 2019-2021. Jesse Began investing in real estate during college where he and his family built one of the largest student housing portfolios in Albany, NY. In 2021, Jesse made the transition to commercial real estate with the goal of investing in mobile home parks, apartment buildings, and self-storage deals to achieve incredible returns for investors.

Get in Touch with Jesse

• LinkedIn: Jesse Futia
• Website: https://www.execequityinvesting.com/ / https://www.finghost.io/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If you missed listening to our real estate experts last month, visit the links below!

https://bonavestcapital.com/podcast/
https://www.buzzsprout.com/1368325

Watch this recap episode on YouTube:https://www.youtube.com/watch?v=0aMpb_rApTw

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this episode, another remarkable guest joins us, San Eng! He’s here to share his success in the industry across the US, Canada, and Asia markets, the failure he had to overcome along the way, what it’s like to live financially stable through multiple businesses, and more. Don’t miss out on another great conversation!

Key Points & Relevant Topics

• San’s business journey and his life after selling his assets
• How driving and traveling can lead to finding opportunities and great investments
• San’s business model and some of his strategies from acquiring to selling deals
• Investing in the US vs. Asia
• San’s current focus in real estate
• Why you should be persistent and treat real estate investing as a business

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About San Eng

San is an “Investorpreneur.” As an investor, San has managed billion-dollar funds and deployed US$700+ million in the technology, infrastructure, consumer, blockchain, agriculture, and real estate sectors in the USA, Canada, and Asia. San’s private equity firm has been ranked Top 30 and Top 50 in China. As an entrepreneur, San has founded and led ventures raising $200+ million. He has been seated on boards and advised founders of three dozen companies. In real estate, San has invested hundreds of millions of dollars in single-family homes, farmland, mortgage funds, retail/commercial and multifamily apartments in North America and Asia.

San’s ikigai (reason for being) is his family and coaching his 3 daughters (and targeting one million more) through GenFIRE to achieve Financial Independence, Reach Excellence.

San is dedicated to education through leading GenFIRE and sharing insights from his books, the Wall Street Journal & USA Today best-seller Ten Commandments of Investing (#10Cs) and its upcoming sequel Ten Commandments to Generational Wealth (#10C2). San has taught investing as Adjunct Professor at prestigious universities and served on boards of educational institutions such as the Wharton Club of Shanghai. He is currently the President of the University of Pennsylvania alumni club of Tampa Bay.

Get in Touch with San

• Website: https://skytiancapital.com/ / https://genfire.co/
• X (Twitter): @TheSanEng
• Facebook: Skytian Capital
• LinkedIn: Skytian Capital

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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With over three decades of experience in the IT industry, what made Sridhar Sannidhi choose real estate as his investment vehicle to retire?

We’ve invited Sridhar Kumar Sannidhi to break down his journey as an investor in single-family, his smooth transition to passive investing as a limited partner, and now syndicating large deals as a general partner. Deep dive into this episode to acquire the mindset it requires to trust the process towards your retirement!

Key Points & Relevant Topics

• Why Sridhar decided to invest in real estate despite having a good career in the tech industry
• How Sridhar transitioned from single-family to passive investing in multifamily syndications
• Investing as a limited partner and choosing the right operator
• Sridhar’s journey from limited to general partnership and sponsorship
• Things to consider when looking for a good deal as a general partner and passive investor
• The point where Sridhar decided to go all-in and full-time in real estate investing

Resources & Links

• BiggerPockets
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Sridhar Kumar Sannidhi

Sridhar is the CEO and Founder of Grow Wealth 2 Retire, LLC, a real estate company focused on acquiring and building A and B-class apartment complexes and land development through syndications.

Sridhar has been a Technologist for three+ decades spanning Legacy, Distributed, Internet, and Cloud computing. He is an Accredited, Deal Syndicator, Passive Investor in Commercial and Residential, Co-sponsored approx 3700+ units in 15 multi-family complexes in Texas and Tennessee (over 400 mil USD) three of which completed full cycles in less than 4 years, and Passively invested over 11,600+ multi-family unit syndications in US (over 1.6 Billion USD).

Get in Touch with SridharWebsite: http://www.growwealth2retire.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, we’ve got one of the most empowered women in the real estate investing business, Liz Faircloth. In this incredible conversation with Liz, we’ll cover how they kept growing in the industry despite her challenges when they started, her valuable advice for investors looking to scale their portfolio, and her mission to support more women in creating their success in the complex nature of investing.

Be inspired to invest and connect with more like-minded people by tuning in to this episode!

Key Points & Relevant Topics

• The power of reading real estate investing books for Liz
• How Liz and her husband started their first investment property
• What it takes to learn property management in the days when digital information is not available
• The disadvantage of focusing on different investing strategies at the same time
• Things you need to set in place to scale and expand your portfolio
• Benefits of focusing on one market, one project, and one strategy
• Ways to cultivate your investor base, networks, and relationships
• Why authenticity is important when raising capital from investors
• Stressful aspects of acquiring and managing large multifamily investments
• Overcoming the biggest challenges of investing in large multifamily deals
• Liz’s passion for supporting and empowering women in the industry

Resources & Links

• To get a ticket for the InvestHER CON 2024 on June 2nd-4th, visit https://investhercon.therealestateinvesther.com/ and learn more.
• The Real Estate InvestHER Upcoming Events: https://www.therealestateinvesther.com/events
• Rich Dad Poor Dad
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Liz Faircloth

Liz Faircloth is the co-founder of The Real Estate InvestHER® community, a platform to empower women to cultivate deeper connections, create generational wealth, and live a financially free and balanced life on their own terms.

She is the co-host of the Real Estate InvestHER podcast and co-author of the bestseller “The Only Woman in the Room - Knowledge and Inspiration from 20 Successful Real Estate Women Investors”.

Get in Touch with Liz

• Website: https://www.therealestateinvesther.com/
• YouTube: The Real Estate InvestHER

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this episode, Melvin Landry joins us to share his wins and losses in the early years of his investing career, his property financing methods, and how shifting his mindset helped him diversify his portfolio into larger investments. Regardless of your investment market and asset class, this conversation will show you what taking action and education could bring to your journey!

Key Points & Relevant Topics

• A quick story on how Melvin got involved in real estate investing, succeeded, and lost some of his investments
• Melvin’s strategies for financing and buying properties
• Why Melvin decided to stay in Pittsburgh, PA
• How Melvin started diversifying his portfolio into different asset classes and niches
• Why investors should continue buying properties even when the market is down
• The value of taking action and aiming for bigger growth in real estate

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Melvin Landry

Melvin Landry is the founder of More-Land Equity Capital. He is a real estate professional with a sizable single-family portfolio in Pittsburgh, Pennsylvania. “Merv” is also a college professor (economics & marketing) and has over 20 years of experience in corporate procurement and supply chain management across various industries. His hobbies include distance running and spending time with family.

Get in Touch with Melvin

• Website: https://morelandequity.com/
• Email: merv@morelandequity.com
• Facebook: Melvin Landry
• LinkedIn: Melvin Landry

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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We’re back for another week of sharing knowledge about real estate investing! Josh Kristoff will kick off this week with his expertise in the hospitality space, vacation rental property management, the long-term benefits of short-term rentals, and building partnerships. Learn more from this episode and stay on supporting the show!

Key Points & Relevant Topics

• Josh’s background in the US Navy and the start of his investing journey
• What it’s like to structure a business partnership with someone you know
• Raising capital in a syndication deal for the first time
• Ways to manage and market a short-term rental and hospitality business
• The evolution of property management companies in the short-term rental space
• The freedom and flexibility real estate investing can provide

Resources & Links

• AirDNA
• Vrbo
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Josh Kristoff

Josh graduated from the United States Naval Academy (Beat Army!) with a BS in Quantitative Economics. He spent 7 years in the US Navy as a Surface Warfare Officer. Josh transitioned from the Navy and ran operations and business development for a manufacturing company in his hometown of Syracuse, NY. It was two years of record growth there before Josh and wife Kassandra knew they wanted to join the digital revolution and went straight to the heart of it all in San Francisco where they first met best friends and current Nomad Capital Ventures business partners, Jered & Carly DaCosta, and family.

Josh's first tech job was at early-stage HomeSuite, think Airbnb for monthly furnished rentals (before Airbnb started doing it) – he ran all things automation on the supply side. His love for building automation tools saw him on to Cisco Meraki, a growth business unit powering Cisco’s current strategy. He built a team of technical program managers and drove several strategic data projects across the organization. Concurrent with his time at Meraki, Josh earned his MBA from The Wharton School as a double major in Business Analytics and Joint Marketing and Operations Management.

In 2020, the pandemic enabled remote work and Josh & Kass knew they would go straight to the Beaches of Jax, FL – originally their first Navy duty station and where they got engaged, now a new homebase for them and their four kids. They executed in rapid succession four deals, two syndicated, and bid farewell to their W-2's to fully focus on their business and family.

As of 2023, NCV collectively has $60MM under management and their hospitality brand, Nomad Hospitality, has almost 100 listings. Josh loves the Jax communities and every aspect of their businesses, from underwriting deals, working with investors, overseeing renovations, implementing software systems, and of course delivering 5-star experiences.

Get in Touch with Josh

• Website: https://www.nomadcapitalventures.com/
• Property Management Website: https://www.nomadhospitality.co/
• Realty Website: https://www.nomadjax.com/
• LinkedIn: Josh Kristoff

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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What gives people enough reason to leave a lucrative job for real estate investing? Let’s hear it from Alvin Scioneaux, Jr., joining us today to talk about a huge step he had to take to start living life on his terms.

This episode delivers so much value about nurturing a growth mindset, overcoming what holds people back from investing in real estate, and top-tier advice from Alvin on how to succeed in the investing space, career shift, and decision-making. Don’t miss out on every guidance towards the right direction to your success!

Key Points & Relevant Topics

• Alvin’s background as an athlete and aerospace engineer, and his discovery of real estate investing
• What made Alvin decide to invest in real estate despite having good and high-paying careers
• A quick overview of how Alvin started from single-family to commercial multifamily space
• Residential vs. commercial: Their differences in terms of acquiring loans, scalability, and income potential
• The benefit of forming a partnership when investing out-of-state
• A valuable advice for people with a successful full-time job planning to invest in real estate
• Two things people and investors need to cultivate a growth mindset
• What is “NBS” and why it’s important in moving forward in life and achieving goals
• The importance of being a lifelong learner and sharing knowledge in real estate
• Advantages of knowing how to communicate and network with people

Resources & Links

• Free e-book: Financial Athlete’s Guide to Passive Real Estate Investing
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Alvin Scioneaux, Jr.

Alvin Scioneaux, Jr. is a force of diverse passions and talents. He was born & raised in St. John Parish, Louisiana, and is currently a real estate investor and author. He previously worked for 8 years as an Aerospace Engineer with a Master’s Degree in Mechanical Engineering from San Diego State University. He serves on the regional executive board for the National Society of Black Engineers while also being a traveling public speaker, where he engages with various schools and programs.

In his career prior, Alvin was an All-American student-athlete who majored in Physics at Wofford College, then moved onto being an NFL linebacker with the LA Chargers. He transitioned to serving as a Fitness Coach, helping people on their fitness and nutritional journey, as well as a Model & Actor, working on various promotional and commercial projects.

Alvin has gone from receiving over $2 million in scholarships, being inducted into his collegiate Hall of Fame, and playing in the NFL to now philanthropy, giving back towards scholars and athletes while running a multi-million dollar real estate business. He is also a proud executive member of Omega Psi Phi Fraternity Inc. and the NFL Players Association.

Get in Touch with Alvin

• Website: https://www.imperiumfortune.com/ / https://www.financialathletecapital.com/
• Facebook: Alvin Scioneaux Jr.
• Instagram: @a1scioneaux
• LinkedIn: Alvin Scioneaux, Jr., M.S.

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Be inspired to achieve your goals through real estate with our guest today, CJ Calio. He converses about the realizations that shifted his life path into real estate investing, the strategies he had to utilize to expand his portfolio faster, and his unique approaches to raising capital and leveraging other people’s money.

Acquire tons of value from CJ’s wisdom, investment philosophy, mindset, and success strategies!

Key Points & Relevant Topics

• CJ’s life as a full-time worker, family man, and the beginning of his journey as an investor
• The power of joining meetups and networking groups
• How the BRRRR strategy and leveraging Other People’s Money (OPM) helped CJ grow his portfolio quickly
• Why you should raise capital in a way you’re presenting opportunities to investors
• The investing principles WNN Properties promotes to the real estate space
• WNN Properties’ live events and mentorship programs
• The positive changes in CJ’s life and health that were provided by investing in real estate

Resources & Links

• To learn more about CJ’s mentorship programs and upcoming live events, visit https://wnnproperties.com/contact-us/.
• Apartment Syndication Due Diligence Checklist for Passive Investor

About CJ Calio

CJ Calio is a buy-and-hold, out-of-state specialist who focuses on creating portfolios of cash-flowing-producing properties out of state. He is the proud owner of WNN Properties LLC, a mentorship/consulting company. They are active real estate investors who will lead through action and hold you accountable to achieve your goals. CJ and his wife have been able to quit their day jobs and live their dream of being full-time investors while spending more time with their three wonderful children. They now focus on helping others to do the same.

Get in Touch with CJ

• Website: https://wnnproperties.com/
• Instagram: @wnnproperties

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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From being a full-time police officer to an investor, Joseph Cornwell shares his journey of achieving financial stability starting from rehabbing one single-family property.

This episode covers performing value add to an investment property, valuable ideas when hiring a contractor, buying and holding properties, and the ideal partner that will help you scale and grow in real estate.

Key Points & Relevant Topics

• Factors that motivated Joseph to invest in real estate
• Why Joseph decided to start a general contracting business
• Juggling a full-time job with real estate investing and other businesses
• What does “heavy value add” mean in real estate
• Things investors must be looking for and expect from a contractor
• Joseph’s transition from single-family to larger and mid-sized multifamily
• Having the right business partner and building relationships
• Biggest challenge of scaling to larger multifamily deals
• The key to succeeding in real estate despite having mistakes

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Joseph Cornwell

Joseph was a full-time police officer based in Cincinnati, Ohio from 2011-2021. He began real estate investing in 2016, got his real estate license and started buying small multi-families, duplex, 4plex, etc. He began a general contracting business in 2018 and scaled his businesses and portfolio until he was financially free in 2021.

He now has 125 units in 13 properties ranging from single families to 40 units valued around 8MM. He sells around 8MM annually in investment property, and they do around 2MM a year in the general contracting business.

Get in Touch with Joseph

• Facebook: Realty One Stop
• FacebookPrivate Group: Realty One Stop Mastermind
• Instagram: @joecornwellre
• LinkedIn: Joseph Cornwell

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, we’ve invited Lindsay Lovell, a coach, speaker, real estate investor, co-founder, and CEO of 3 businesses. Owning 36 doors after 18 months, she’ll prove that quick growth is possible in short-term and long-term property rentals with proper guidance and strategies.

Now, she joins the show to share how she achieved all her success in the investing space, diversification approaches, and ways for you to start building your financial future.

Key Points & Relevant Topics

• Lindsay’s background and the introduction to her fast-growing portfolio
• The difference between a home and a rental or investment property
• Some effective ways to start a rental business
• The importance of having a team when you’re investing out-of-state or out of your backyard
• Steps to building an out-of-state real estate team
• Financing strategies for beginners in real estate investing
• What makes single-family and small multifamily ideal for rental business
• How does acquiring conventional bank loans work for married couples
• Senior living homes as a great strategy for diversifying a portfolio

Resources & Links

• BiggerPockets
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Lindsay Lovell

Lindsay had an explosive, successful start in real estate investing. In just the first 18 months, Lindsay scaled from zero to 36 doors, reaching her goal of financial freedom along the way. She started with a focus on the BRRRR method, and then quickly expanded into flips, STRs, joint ventures, and passive investments. Now, only two years later, her portfolio consists of 57 long-term rentals and 15 short-term rentals. Scaling this quickly involved leveraging various creative financing strategies including hard money loans, tapping into equity from BRRRRs, forming relationships with local banks, and even utilizing a self-directed IRA and self-directed Roth IRA.

Lindsay recently co-founded G-VI Capital Management, LLC which has over $15M in assets within 3 funds under management. The unique opportunity that G-VI Capital Management offers to investors is access to all the benefits of investing in various markets, with a blend of vacation rentals and long-term rentals, without any of the workload it takes to successfully run rentals. Additionally, Lindsay co-founded Wanderlust Stays, a co-hosting/vacation rental management company that oversees properties across the country.

Along this journey, Lindsay started The Millionaire’s March coaching, which has been able to bring to life her passion for helping other women learn how to reach financial independence.

She lives in San Francisco with her husband, Cory, and their two dogs Paxton and Piper. When not working on real estate, you can find Lindsay skydiving with Cory horseback riding, or traveling.

Get in Touch with Lindsay

• Website: https://themillionairesmarch.com/
• To set up a free 30-minute investing strategy session, go to www.millionairesmarchfreestrategysession.com/ and book your call.

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this episode with Sonya Rocvil, our conversation focuses more on the property management side of the business. As an accountant, she discusses how she leveraged her skills to succeed as a new investor, her steps to educate herself, and her expertise in managing multifamily apartment investments.

Sonya also covers effective strategies for managing tenant issues, multiple properties, and building a solid property management team. Don’t miss out on ways to mitigate your challenges and integrate all these tips into your journey!

Key Points & Relevant Topics

• Sonya’s background in financial services and her start as an investor
• Steps Sonya had to take to gain her knowledge about real estate investing
• The power of joining investing groups in the market you want to invest in
• Establishing connection and good working relationship with your business partner
• The most critical aspects of operational and asset management’s success
• Things to consider to structure an effective meeting in your investing organization and its sole purpose
• Managing collection, rent issues, and other challenges with residents
• Challenges of managing assets in today’s market

Resources & Links

• Rich Dad Poor Dad by Robert T. Kiyosaki
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Sonya Rocvil

Sonya Rocvil is the principal and founder of Bedrock Real Estate Investors, which specializes in the acquisitions and asset management of multifamily apartments in the United States. She has syndicated and operated six multifamily apartments totaling 462 units and has successfully life-cycled four of these apartment deals. She has also been an equity partner for multifamily investments totaling 438 units.

Sonya began her career as an auditor and later transitioned to finance at a Fortune 500 Company. She has been Adjunct Instructor for the NYU School of Professional Studies and is a Certified Public Accountant and licensed real estate agent.

Sonya holds a Master of Business Administration from Baruch College, Zicklin School of Business and a Bachelor of Science in Accounting from Rutgers University.

Sonya is a best-selling co-author of the book Push Beyond Your Limits. A frequent guest on podcasts and webinars, Sonya lives with her husband and two children in Brooklyn, New York.

Get in Touch with Sonya

• Website: https://www.bedrockreinvestors.com/
• LinkedIn: Sonya Rocvil, CPA

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If you missed listening to our real estate experts last month, visit the links below!

https://bonavestcapital.com/podcast/
https://www.buzzsprout.com/1368325

Watch this recap episode on YouTube:
https://www.youtube.com/watch?v=2rbUbnMrcrQ

To Connect With UsPlease visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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With his nearly two decades of career in real estate, Evan Polaski joins the show to enlighten us about the pitfalls that he observed with operators and syndicators, his expertise as a limited partner in evaluating a good deal, and his sentiments on what the future of the real estate looks like.

So, regardless of your role in the real estate investing business, there’s a ton to take advantage of from this episode!

Key Points & Relevant Topics

• Evan’s extensive background in real estate investing across different aspects and asset classes
• Evan’s perspectives on the current real estate market environment
• What should be your focus when determining a good deal?
• How a syndicator or operator’s work ethic can impact the deals’ performance
• Problems with some syndicators underwriting and analyzing projected yields and returns
• Factors affecting the operator’s ability to run and operate a deal
• Insights about the future of real estate in the next two years
• Evan’s current focus in real estate
• The value of learning from mistakes, making better decisions, and taking action

Resources & Links

• BiggerPockets
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Evan Polaski

Evan is the Director of Investor Relations for Axia Partners, a diversified real estate fund operator focused on recession-resilient assets.

As such, he spends his days working with investors to better understand their investment goals and background. With over 16 years in real estate, he has seen all sides of real estate from acquisitions, to capital raising on the equity and debt side, to operations, and actively invests himself. Feel free to connect with Evan on Linkedin, where he shares his insights into the syndication space, where both his professional career and personal investments primarily sit.

Get in Touch with Evan

• Website: https://www.axiapartners.com/
• LinkedIn: Evan Polaski
• Email: evan@axiapartners.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Delve into this episode as we feature Cole Farrell, an apartment investor who started young while in college, with his motivating story on how a mentor’s approach has led to his success today.

Cole talks about his quick scalability from duplex to multifamily apartments, the value of being intentional as a young investor, capital raising tips, and insights on the current state of the market and interest rate.

Key Points & Relevant Topics

• How Cole started in real estate investing at such a young age
• The mentorship that helped Cole learn every aspect of running investments
• The importance of having commitment and grit when you invest as a student and full-time worker
• Identifying good mentors and their true intention
• Challenges of transitioning and scaling from small to bigger projects
• Ways to find the right coaches or mentors
• Valuable advice in raising capital in today’s real estate market and handling objections involved in it
• Volcan Capital: Its current focus markets and mission for investors

Resources & Links

• Multifamily Mastery Meetup
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Cole Farrell

Cole Farrell is a full-time investor in real estate and is the founder of Volcan Capital. To date, he owns a portfolio of apartments valued at over $3,000,000 in PA. Cole has been involved in nearly all aspects of real estate.

He has a real estate license in PA where he did professional property management and construction for 2 years, plus owns a flipping/wholetail company for singles and small multifamily properties in PA where he completes $1-2M in projects a year. Cole has earned a bachelor's degree in finance as well as a master's degree in Administration.

He is the founder and host of the “Multifamily Mastery Meetup”, the largest local multifamily real estate investment association with several chapters under the brand and an online branch.

Get in Touch with Cole

• Website: https://www.volcancapital.com/
• Email: Cole@VolcanCapital.com
• Facebook: Cole Farrell
• Instagram: @aptsonly
• LinkedIn: Cole Farrell

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Joining us today is a fantastic couple with a remarkable journey in real estate investing, Bryant and Tammy Dawson. We’ll delve deeper into their teamwork and how they lifted each other to grow their portfolio.

Bryant and Tammy share their unique approaches to making fix and flip profitable, the power of self-education, renovation and construction strategies, and managing a large portfolio.

Key Points & Relevant Topics

• Bryant and Tammy’s real estate journey as a couple
• How Bryant started educating Tammy about real estate investing
• The potential to grow as an investor from fixing and flipping homes
• A strategy to make a profit out of fixing and flipping properties
• Bryant and Tammy’s next focus in real estate
• The impact of real estate investing on Bryant and Tammy’s family life
• A valuable advice on facing challenges and objections
• Is there still an opportunity for future investors?
• The value of joining mastermind groups and mentorships
• Why you should plan for a target and go bigger in real estate

Resources & Links

• Rich Dad Poor Dad by Robert T. Kiyosaki
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Bryant and Tammy Dawson

Bryant Dawson, first and foremost, is a father of two and is married to his high school sweetheart. He is also a highly accomplished professional with a proven track record of success in both the oil and gas industry and the real estate investment world. With over a decade of experience, Bryant has established himself as a leader in both fields, delivering exceptional results for his clients and partners.

Bryant’s success extends far beyond the oil and gas industry. Over the last decade, he has leveraged his skills and expertise to become a successful real estate investor. Through his commitment to careful research, strategic investment, and expert management, Bryant has built a real estate portfolio that consistently delivers strong returns to his clients and partners.

Over the last decade, Tammy Dawson alongside her husband Bryant Dawson, and 2 children have built a real estate empire that has brought them from having $0.00 AUM to over $50 MM-AMU. Tammy’s journey in real estate began with Bryant’s keen interest in single-family homes that needed repair. They started identifying opportunities for growth. She and Bryant purchased over 100 properties in their first year. They skillfully renovated them and increased their portfolio’s value.

With an eye for detail and a passion for turning houses into beautiful homes, Tammy has been instrumental in turning over 1,800 properties. Tammy alongside her husband has been training their children, Kira 17, and Trevon 16, over the past 6 years to know real estate investing. Both are currently growing their own portfolios.

Get in Touch with Bryant and Tammy

• Website: https://www.ingramcapital.fund/
• LinkedIn: Bryant Dawson / Tammy Dawson

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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After over two years since his first guesting on the show, Stewart Heath is back to share the growth in his investments and more strategies to help you thrive despite the market’s volatility and dynamics.

Stewart talks about how he started taking advantage of office spaces and buildings when the world was shut down by the global crisis and investing in multiple types of real estate investments as his diversification approach.

Key Points & Relevant Topics

• A quick overview of the Harvard Grace Corporation and Harvard Grace Capital and what they do in the market
• Stewart’s focus market and asset classes
• What makes office spaces a functional asset class in the face of the Covid-19 pandemic
• Business plan and operational expenses involved in office or retail investing
• The typical holding period and exit strategy for an office space/building
• Office space lease agreement and options for tenants
• Having reserves to be prepared for vacancy or occupancy issues surrounding office investing
• How money lending works in terms of financing offices
• Preferred investor returns in the office space
• Why investing in multiple asset classes is a good strategy for syndicators
• Two effective strategies for finding the best deals that will meet your investment criteria

Resources & Links

• Stewart’s first appearance: SA297 | Leveraging Capital Structure Strategy in Real Estate
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Stewart Heath

Stewart Heath founded the Harvard Grace Corporation in 2010, which has since expanded into Harvard Grace Capital. HG Corporation still provides fractional C-level executive services to clients as well as general business consulting. Heath also sits on several boards, including HGC, Winsome Truth, The Shepherd’s Call, and Second Chance Sober Living. In 2016, Heath was recognized as a finalist for the Nashville Business Journal’s CFO Awards. Currently, Heath holds several fractional CFO positions.

Heath previously held positions as COO and CFO for companies in retail, real estate, manufacturing, corporate services, entertainment, and digital media. He earned his CPA license in 1987 and has since held several senior financial and operating positions. Heath also holds a B.S. in Business Administration from Auburn University. He now runs Harvard Grace Capital, an idea that’s been close to his heart for a long time, in an effort to provide stability for investors and to engage in his community.

Get in Touch with Stewart

• Website: https://harvardgracecapital.com/ / https://stewartheath.com/
• Calendly: https://calendly.com/sheath-harvardgrace

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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We’re excited to have Randy Langenderfer back on the show for the changes in his investment thesis, his continuous success and growth amidst the dynamic market cycle, and some of his strategies to keep diversifying his portfolio.

Today, Randy shares his criteria for choosing a good deal as a limited partner, the steps he’s taking to mitigate the risks of being a general partner, and the asset classes he’s focusing on as his passive income sources.

Key Points & Relevant Topics

• Randy’s criteria and preferences in selecting the right markets and deals
• Things to look at when evaluating a deal sponsor
• Differences between a good and a poor deal sponsor
• Investors’ concerns about investing in multifamily and how GPs can make investors feel comfortable in today’s market
• What operators need to focus on when screening tenants and operating properties
• The importance of tracking cash balance and reserves for operators
• Other asset classes and passive income streams people can consider and what makes them a good investment for diversification
• Randy’s valuable advice for future investors

Resources & Links

• Randy’s first appearance: SA159 | Do’s and Don’ts of Passive Investing
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Randy Langenderfer

Randy is Founder and President of InvestArk Properties and general partner in 1,500 doors representing $250M in assets under management. He has invested in a total of over 3,000 units in TX, OK, AZ, SC and LA. His investment strategy focuses on providing the passive investor significant returns by improving communities using a safe and timetested approach. He is passionate about helping the busy professional achieve their goals in real estate and has been a part of several national educational programs and is currently a private multi-family coach.

He is a board member and previously served as the Chief Compliance and Audit Officer for a large academic medical institution in Houston, TX. He has a bachelor’s degree in accounting, Information Systems, an MBA in Finance, and is a CPA.

Get in Touch with Randy

• Website: https://www.invest-ark.com/
• Calendly: https://calendly.com/randy-langenderfer
• Facebook: Randy Langenderfer
• LinkedIn: Randy Langenderfer

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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This inspirational episode features Yannik Cudjoe-Virgil, a former NFL player and professional athlete turned commercial and affordable housing investor.

Yannik focuses on the truth about the life of an athlete, what fueled his desire to enter the real estate investing business, and his current mission to support local communities and investors through his affordable housing projects. Learn more about the rewards of affordable housing assets by tuning in today!

Key Points & Relevant Topics

• Yannik as a former NFL player and the beginning of his entrepreneurial journey as an investor
• Yannik’s life as an immigrant that influenced his desire to become a professional athlete
• Challenges and realities in the life of an NFL or professional athlete
• What makes real estate a great generational wealth-creation tool
• The worth of spending for mentorship and education in real estate
• Ways to apply athletic skills and traits to business and real estate investing
• What is affordable housing and its difference from typical housing
• Operational costs and challenges involved in owning affordable housing investments
• Tax benefits and other advantages of investing in affordable housing for investors
• Difficulties investors and syndicators are facing in today’s market
• The role of good communication in setting expectations for investors
• Merlynn Real Estate Partners and its goals
• Work-life balance management

Resources & Links

• Download the Due Diligence Guide for Real Estate Investors and FREE ebook “Cash Flow is King” by visiting https://www.merlynnrep.com/guide.
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Yannik Cudjoe-Virgil

Yannik Cudjoe-Virgil is the Managing Partner of Merlynn Real Estate Partners - a real estate development and investment management firm. Merlynn Real Estate Partners primarily focuses on the acquisition and development of affordable housing assets. Prior to real estate, Yannik played Linebacker in the NFL for Tennessee Titans, and formally transitioned into real estate in 2018.

Yannik’s experience in residential and commercial real estate began as an Asset Manager by trade for both retail and institutionally-capitalized real estate private equity firms, where he led the strategic oversight of large multidisciplinary commercial real estate portfolios with over $2B+ in AUM.

Get in Touch with Yannik

• Website: https://www.merlynnrep.com/
• LinkedIn: Yannik Cudjoe-Virgil

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Whether you’re a first-time homebuyer, a seasoned investor, or someone planning to start investing in real estate, Sam Sharp joins the show to give us the latest trends about the mortgage industry, interest rates, and the housing market.

In this conversation, Sam underlines his remarkable success in the lending business, his expertise in providing a win-win solution for Guaranteed Rate and its clients, and some of the things everyone can expect in the future of real estate. Dive in because this episode will surely help you make better decisions for your business and personal goals!

Key Points & Relevant Topics

• Sam’s story of getting into the real estate lending and mortgage industry
• Focusing on the business and its importance in the lending industry
• Ensuring a better experience and straightforward process for clients and borrowers
• Typical homebuyers in today’s market
• Sam’s insights on the growing markets for homebuyers and interesting patterns in the present real estate environment
• Things buyers and investors need to research before making decisions
• Future changes and interest rate trends to expect in the real estate market
• The value proposition of Guaranteed Rate in the US real estate and housing market

Resources & Links

• AirDNA
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Sam Sharp

Sam Sharp, EVP of National Sales at Guaranteed Rate, has over 20 years in the real estate lending industry with more than $3 Billion financed and 10,000 loans closed. Sam and his team are constantly prepared to adapt and evolve while consistently focusing on ways to better serve their clients and improve the overall buying experience.

His goal is to provide a straightforward and easy experience, which is exactly what sets him apart from his competitors. He has been named the #1 Lender in purchase volume in Illinois multiple times over the last few years. Sam’s personal and professional mantra is - “If you don't know where you're going, you might end up somewhere else.”

Get in Touch with Sam

• Website: https://www.samsharp.com/
• Instagram: @samsharp_guaranteedrate
• LinkedIn: Sam Sharp
• Tiktok: @samsharpgr
• YouTube: Sam Sharp
• Facebook: Sam Sharp at Guaranteed Rate

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In today’s episode, Levi Allen connects with us to share how he got into multifamily despite being part of a family that owns farmland, his investing skills that contributed to his quick growth as an investor, and valuable advice for aspiring and seasoned investors navigating the current market conditions.

Furthermore, Levi shares his perspectives on the impact of lower interest rates and emphasizes the significance of cultivating strong relationships with brokers. Gain deeper insights by tuning in to this insightful conversation!

Key Points & Relevant Topics

• How Levi started in multifamily despite his family’s exposure to farming and agriculture
• Finding a good broker in today’s market
• Ways for brokers to take your intentions seriously as a buyer
• Levi’s insights on scaling faster, getting large deals, and the risks that come with it
• Differences between lead GP and co-GP
• Advantages of being a lead GP in terms of raising capital
• What investors can expect in the present and future of the real estate market
• The state of the multifamily market in 2024 and the decreasing interest rates

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Levi Allen

Levi Allen is the Principal of Wealth Creation Asset Management, a real estate investment company that acquires and develops residential multifamily properties. Levi studied Business at BYU- Idaho in 2012-2013 and 2015-2017 after returning home from a 2-year Church mission in Peru.

He acquired his first property in 2012 and immediately developed a passion for the real estate industry. Levi has focused full-time on rental housing. He takes pride in his ability to identify opportunities, execute on his vision for the property, maximizing profitability and ultimately, delivering above average returns for his investors.

As a principal, Levi has owned, and asset managed over $100 million in assets consisting over over 600 units. In addition to multi-family acquisitions and development, Levi’s family, the Allen Family owns over 13,000 acres of farm and ranchland in eastern Oregon.

Get in Touch with Levi

• Website: https://wealthcreationmgt.com/
• Email: levi@wealthcreationmgt.com
• Facebook: Levi Allen
• LinkedIn: Levi Allen

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, we’re bringing a phenomenal guest who shares the worth of investing in education as a fundamental point of your success in real estate!

Brad Sumrok tells us how he discovered real estate investing, the massive impact of mentorships on his journey as a beginner in the business, and why you shouldn’t let the fear of investing in yourself block you from achieving the life you wanted.

We’ve prepared more wisdom and value in this discussion, so be sure to check this episode!

Key Points & Relevant Topics

• How mentorship, seminars, and conferences have awakened Brad’s realization about the power of real estate
• The hardest part of getting into seminars and conferences without a real estate background and while having a full-time job
• Why it’s worth investing in yourself when you enter the real estate business
• Overcoming the fear and doubt of investing your money into mentorships
• How to find opportunities in the present real estate environment
• The importance of having focus and resilience in growing as an investor
• Brad’s goals and his dedication to providing education
• The key to getting good results from mentorships and seminars

Resources & Links

• Join Brad Sumrok’s Weekend 2 Wealth Real Estate Mastery Event in Dallas, TX on Feb 17 - 18, 2024
• Replay of the 2024 Apartment Investing Forecast Online Live Event
• Rich Dad Poor Dad by Robert T. Kiyosaki
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Brad Sumrok

Since 2005, Brad has personally helped his students purchase over $6 Billion in apartment complexes, involving thousands of investors who have taken his training. Many of Brad’s students began with zero previous investing experience and, within a few short years, hundreds of his mentoring students have retired and/or increased their net worth by over $1 MILLION. Even more are earning double-digit average annualized returns.

Brad’s first investment EVER was in 2002. He started with a 32-unit apartment complex and by 2005 he retired from his six-figure income job. Over the years, Brad has owned over 57 apartment buildings totaling over 10,000 doors and just over $1 Billion in asset volume.

The Sumrok Multifamily Mentoring mission is to help 1,000,000 people achieve financial freedom by investing in apartments and following Brad’s 20-year proven framework for successful apartment investing. Brad wants you to be able to enjoy the same quality of life that he has been able to achieve.

Get in Touch with Brad

• Website: https://bradsumrok.com/
• Email: support@bradsumrok.com
• LinkedIn: Brad Sumrok
• Facebook: Brad Sumrok’s Apartment Investor Mastery / Brad Sumrok
• Instagram: @bradsumrok

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Whether you’re someone living outside the US dreaming of achieving the American dream through real estate or just wanting to valuate your asset competitively, we’ve invited an appraisal expert, Mark MJ Jackson.

In this episode, Mark presents the valuation system he created and its value for international investors, his proficiency and skills as an appraiser, and his continuous goal to serve people in the business while building generational wealth through his investments. Regardless if you’re an investor, homebuyer, or seller, don’t miss this conversation about one of the most significant aspects of your journey!

Key Points & Relevant Topics

• How MJ got into real estate appraisal and what he offers to the industry
• A quick overview of MJ’s book “Virtual Real Estate Investor Success Stories: Volume 1 and 2”
• Common reasons why it’s hard for people to enter the real estate business
• MJ’s advantage being an appraiser while investing at the same time
• Important elements and things to look at when evaluating deals and assets
• The reason behind the creation of Investor Comps and its value for investors
• How comparables and data are created from a real estate appraiser’s standpoint
• The easy and seamless investing process MJ provides for international investors to succeed
• Wealth preservation, generational wealth, and building a legacy
• Real estate investing’s power to serve people and create an impact
• Why you should take action and buy real estate

Resources & Links

• To get a FREE copy of MJ’s book “Virtual Real Estate Investor Success Stories” Volume 1 and Volume 2, go to Amazon, leave a review, and take a screenshot of your review for both book versions!
• Entrusted: Building a Legacy That Lasts by Andrew L. Howell and David R. York
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Mark MJ Jackson

With over 20 years of experience in real estate, Mark Jackson, popularly known as MJ, has achieved remarkable success and solidified his position as an expert in the industry.

MJ has become the go-to Valuation Specialist for people who want to achieve more in their real estate investing business. One of MJ's most notable contributions to the real estate industry is the creation of InvestorComps. Understanding the need for accurate and up-to-date information and training, he developed a valuation system that provides investors with reliable data, market analysis, valuable insights, and training.

Get in Touch with MJ

• Website: https://themarkjackson.com/ / www.investorcomps.com/
• Facebook: Mark Jackson (MJ)
• Instagram: @investorcomps
• YouTube: InvestorComps
• LinkedIn: Mark Jackson

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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With so many investors seeing the profitability of investing in short-term and long-term rental properties, how can you differentiate yourself from its tight competition?

Let’s hear Kirby Atwell’s unique strategies for building a high-cash-flow rental business! Our episode with Kirby highlights the advantages of short-term rentals over fix and flips, the strength of the short-term rental space in today’s market, and why you should maximize the benefits of this strategy or niche. If you’re ready to be equipped to live off rentals, join us today!

Key Points & Relevant Topics

• Kirby’s real estate journey from fix and flip, long-term, to short-term rentals
• What made Kirby decide to leave the flipping side of the business
• The potential cash flow and income of short-term rentals
• Is it also profitable to invest in vacation rentals and hotels in Indiana?
• Best ways to find properties and deals for short-term rentals
• The truth about the current state and competition surrounding Airbnb and short-term rentals
• How you should underwrite short-term rental deals
• Having a team who can manage and operate your short-term rental properties
• Why people should focus more on cash flow than net worth

Resources & Links

• Rich Dad Poor Dad by Robert T. Kiyosaki
• MLS.com
• Vrbo.com
• Booking.com
• Living Off Rentals Podcast on Apple and Spotify
• Living Off Rentals Masterclass
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Kirby Atwell

After growing up in the south suburbs of Chicago, Kirby served 11 years on active duty in the U.S. military, first attending the United States Military Academy at West Point and then traveling the world as an officer in the Army. During his time in the service, he developed a strong interest in real estate entrepreneurship.

In 2011, he left the service and earned his MBA with a focus on real estate finance. While attending graduate school, he started his first real estate investment company, rehabbing over 100 properties either to flip or keep as rentals in the Chicago area.

Today, Kirby primarily focuses on investing in high-cash-flowing vacation rental properties. He owns a portfolio of vacation rentals in northern Indiana, where he lives on a 45-acre farm with his wife and young kids. He also helps others who work a full-time job to buy and set up their first high-cash-flowing vacation rental through his signature program called Your First Vacation Rental Investment Blueprint.

Kirby is the host of the Living Off Rentals podcast and YouTube channel, where he and other subject matter experts help equip listeners to achieve financial freedom through rental property investing.

Get in Touch with Kirby

• Website: www.livingoffrentals.com/
• YouTube: Living Off Rentals

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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What mindset does it take to get back on your feet from your investing failures? Today, Mike Ealy joins us to tell his story of massive success to sudden downfall, how he won his life back, and now making millions from his investments.

We also talk about why he’s diversifying his portfolio from apartments to hotels, his expert insights on the current state of the market, and the one thing that made him broke and investors must avoid. Get ready for another meaningful episode!

Key Points & Relevant Topics

• Mike’s investing journey from 1999 and realization of the power of real estate
• Why you should avoid overleveraging in real estate
• The investment strategy that helped Mike bounce back from his failure
• Moving forward and keep going despite life’s toughest moments
• Ways to find opportunities in the current market condition
• Mike’s insights on the impact of the changing economy, the future of commercial real estate, and affordable housing
• Is it a good idea to diversify your investments into different asset classes?
• Qualities and skills investors must possess to succeed in real estate

Resources & Links

• To purchase Mike Ealy’s book “From Broke to Millions,” go to https://frombroketomillions.com/optin-419996821597688785464
• Nothing Down How to Buy Real Estate with Little or No Money Down by Robert G. Allen
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Mike Ealy

Mike Ealy is a real estate investor, author, and coach. He has developed Nassau Investments into one of the key development firms in the Cincinnati area. Over an extreme 20-year period, Mr. Ealy has applied his knowledge of property and asset management to negotiate hundreds of successful real estate transactions. Mike’s strength is identifying the right projects, developing a clear vision, and then putting together the right team to specifically execute each project. Mike has a real estate portfolio of 200 million inclusive of hotels, apartments, industrial, and developments.

Mike also coordinates with local community organizations, municipalities, and developers to create partnerships to move forward TIF, New Market Tax Credit, Low Income Tax Credit, stalled and privately funded projects. He has been an effective mediator, continuously able to gain community support and move forward stalled local development projects.

Mike is the author of the book “From Broke to Millions” where he shows people how we went from losing everything in the early 2000’s to being financially free within 4 years. Mike has a passion to teach others how they can reach financial success and to realize that “They are One Big Deal away from Changing their Life.”

Get in Touch with Mike

• Website: https://nassauinvests.com/
• LinkedIn: Michael Ealy
• Instagram: @mikeealynassau
• Private Facebook Group: Apartment Investing Secrets
• Facebook Page: Mike Ealy Nassau Investments

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Learn how to expand your portfolio away from traditional investments by listening to our guest today, Paul Shannon.

In this episode, he walks us through his journey of getting out of the corporate world through real estate investing, how they keep growing from single-family to multifamily, and his focus now on raising capital and delivering exceptional returns to investors across various asset classes. Let’s dive into this interview for more talks about time freedom and how investing can positively impact your life!

Key Points & Relevant Topics

• Paul’s sales background and his entry into the real estate investing business
• The role of family life in valuing time freedom
• The moment that triggered Paul to start on single-family properties
• Why task delegation plays a big role in scaling a business faster
• Partnership and its impact on portfolio expansion and diversification
• Why you should build and nurture relationships with bank institutions
• Paul’s insights on what’s going on with the real estate market
• Significance of underwriting, minimizing risks, and trusting sponsors
• How should you look at real estate investing?

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Paul Shannon

Since transitioning to real estate investing full-time in 2019, Paul has acquired over 200 residential units, many deep value-add properties, starting with single-family and transitioning to multifamily, by recycling his equity and/or joint venturing.

Paul has experience in underwriting, acquisitions, raising capital, property management, project management, and is a licensed Realtor.

Paul also an experienced limited partner, investing in over 1,500 multifamily units across the country. In addition to multifamily, Paul has invested as a LP in NNN, industrial, sale leasebacks, preferred equity, 1st and 2nd position notes, ATMs, mixed-use development and private equity.

These experiences have led to the formation of InvestWise Collective, a customizable fund aimed at helping investors diversify out of traditional markets into passive real estate opportunities.

Get in Touch with Paul

• Website: www.investwisecollective.com / www.redhawkinvesting.com
• LinkedIn: Paul Shannon

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If you’re a multifamily operator searching for ways to fund your deals, grow your portfolio, and provide more stabilized income to your investors, Mark Purtell and Preston Hartsell join the show to present CTC Capital Management and its real estate fund model.

Dive in to learn the value of good communication between operators and fund managers, the advantage of focusing on multifamily deals in today’s market situation, and some of the things you must be looking at in a market and deal to be qualified for a fund structure.

Key Points & Relevant Topics

• CTC’s real estate funds, focus markets, and the benefits they offer to deal operators as co-GP
• What is value-add in real estate investing?
• The importance of evaluating the work ethic of a deal operator
• Is it challenging to raise funds for a fund in today’s market?
• Why it’s essential to look for the housing affordability and vacancy rate
• Types of deals, operators, and asset classes CTC is currently focusing on
• Helping operators deal with initial issues involved in long-term holds

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Mark Purtell and Preston Hartselll

Mark Purtell joined CTC in June 2001 as a market making trading assistant and worked on the trading side of CTC until transitioning to Head of Real Estate Acquisitions and Development in 2020. Prior to 2020, he split time between trading and real estate with CTC, helping expand the operator network to increase investment diversification across the United States.

Mark is responsible for creating the CTC proprietary real estate underwriting models, monitoring all aspects of portfolio performance, and assisting in quarterly reporting. Since 2002, he has been active in the Chicago market for his own account with a focus on multifamily investments. He received a B.S. in Finance from University of Illinois in 2001 and holds Series 4, 7, 24, and 57 licenses.

Preston Hartsell is a recent addition to the CTC Capital Management LLC team working in the Chicago office from Newport Beach, California. Preston was born and raised in Newport Beach where he then went on to earn a Division I baseball scholarship as an outfielder for the University of Southern California. While at USC, he also earned a B.S. in Real Estate Development from the Price School of Public Policy where he graduated from in 2022.

Before CTC Capital Management, Preston interned for Essex Property Trust, a multi-family REIT based on the west coast, in their data analytics department where he was tasked with various financial forecasting duties surrounding the pandemic. He most recently worked at Northmarq where he was involved in the underwriting and market analysis for multi-family properties all throughout California.

Get in Touch with Mark and Preston

• Website: https://ctccapitalmanagement.com/
• Email: capitalmanagemet@chicagotrading.com
• Phone: 312-863-8079

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, we’re featuring an uplifting episode about investment success and overcoming life’s most difficult times. Matt Drouin shares the challenges he faced in his 20s, how his mindset helped him with his decisions, and eventually reached his goals through his investment strategies. Don’t miss this motivating conversation to prosper in the commercial and development space!

Key Points & Relevant Topics

• Matt’s real estate background and his personal and business goals
• Things that influenced Matt’s success and growth despite the difficult times he had to face
• How “The 10X Rule” book has changed Matt’s outlook and fulfillment in life
• Effective strategies for growing and building a real estate portfolio
• The importance of being clear with what you’re looking for when finding a good deal
• How to identify a good opportunity in real estate
• The role of having the underwriting skills to overcome your negativities in grabbing real estate opportunities
• Value-add and exit strategies in offices and commercial real estate
• The possibilities and freedom real estate investing could offer

Resources & Links

• MLS.com
• The 10X Rule
• Go Big! Live Podcast
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Matt Drouin

Matt grew up in Rochester, NY as the son of a dialysis nurse and general laborer at Genesee Brewery. After losing his parents to health issues in his 20s, Matt descended into an existential crisis. How could two hard-working Americans doing everything the “right” way struggle financially their whole life and then die young with little to no savings? Matt looked around and found that his parents weren’t the only ones victim to this, and if he didn’t do something to drastically change his trajectory, he would wind up the same way. He wanted to be present for family. He never wanted money to be the reason why him and his family couldn’t act on their dreams or aspirations. He needed to find a way to “exit the Matrix.”

He made it his lifelong goal to become “retired” by his 40th birthday. Building wealth in real estate was the way. After obsessively pursuing this lofty goal; thinking about it everyday over 10 years, he achieved financial freedom by his 33rd birthday.

Today, Matt is Partner at OakGrove Development, a real estate investment and development firm with a special focus on value-add commercial and residential properties in Rochester, NY. Over the last 17 years, Matt has been in real estate management, brokerage and development and grown his portfolio to 176 units of residential and commercial property.

Get in Touch with Matt

• Website: Oakgrove Companies
• Facebook: Matthew Drouin
• Instagram: @mattmdrouin
• LinkedIn: Matthew Drouin
• TikTok: @mattdrouin

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Are you ready to gain more skills in the development side of real estate? Then, be all ears to this episode with Dusten Hendrickson, presenting us with his incredible success in remodeling and developing single-family and multifamily properties.

Dusten highlights how he’d begun by building duplex and residential units to scaling bigger into multifamily syndications, financing strategies for ground-up projects, and the difficulties in the market that new developers need to know.

Key Points & Relevant Topics

• Dusten’s journey from buying an empty land to building and building his first duplex
• What Dusten considers when purchasing vacant land or lots for development projects
• Is it challenging to acquire vacant land?
• What are the R1 and R2 zones and their differences?
• The involvement of banks in acquiring vacant land
• Ways Dusten funds his development projects
• The positive impact of going to real estate investing conferences and meetups
• Developing duplexes and single-family homes vs. larger multifamily
• Overcoming roadblocks and challenges in ground-up development
• Why long-term hold is a good idea for ground-up development projects
• Obstacles the real estate development industry is facing in today’s market

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Dusten Hendrickson

Dusten is a syndicator and the founder of Mailbox Money. Professionally, he develops and invests in wellness-designed multifamily real estate, existing value-add real estate, and he passively invests in other projects as an LP investor. He enjoys giving others the help and encouragement that they may need in order to begin their own multifamily investment journey.

Collectively, he owns and asset-manages 869 multifamily units, approximately 25,000 sq ft of commercial space and he passively invests in 2,034 units as an LP. He has been involved in real estate since 2002 (basically his entire career) and has practiced anything from owning a roofing company to building and acquiring single-family homes, multifamily apartment communities, mixed-use buildings, and commercial property.

He has a passion for efficient buildings, great architecture, and wellness design. He collaborated with the South Dakota State University Department of Architecture to build the first Certified Passive House in South Dakota. He developed a skill set specific to value-add multifamily because of all the affordable design builds he has participated in - simply by living in a very frugal community.

Personally, he loves to have fun in everything he does by being a positive influence through Christ. He also enjoys reading, playing basketball, cycling, cooking, and being involved with his wife, three children, family, and friends. Another passion of his is mentoring and assisting anyone who is seeking advice on real estate or, on a more personal level, the challenges of autistic children.

Get in Touch with Dusten

• Website: https://mailboxmoneyre.com/
• LinkedIn: Dusten Hendrickson
• Email: Dusten@mailboxmoneyre.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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From investing in single-family homes, Roschelle McCoy will tell us how she successfully moved into acquiring large multifamily deals using her expertise in refinancing and renovations!

Join us as we discuss the significance of evaluating the scalability of a property, leveraging seller financing strategy, and the huge impact of having effective systems and processes in place on the result of your investments. We'll uncover more success strategies as you tune in to this episode!

Key Points & Relevant Topics

• 2 factors that made Roschelle decide to invest in real estate
• Roschelle’s investing journey from single-family using creative financing to multifamily
• Valuable tips on performing seller financing effectively
• Things to consider when refinancing and renovating multifamily units
• The power of building systems and processes in acquiring larger multifamily deals
• Useful systems and automations for managing renovations and running a large multifamily deal
• Why Tampa, FL and Tulsa, OK markets?
• How to thrive in multifamily in 2024 and 2025 despite the market’s volatility
• The importance of education, networking, and learning from others in real estate

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Roschelle McCoy

Roschelle McCoy has a passion for helping everyday people understand the power of real estate investing so they can live a financially free life by design. She’s been investing in real estate since 2017 and currently controls over $6M in real estate assets in Florida and Illinois. Initially focused on single family homes and small multifamily, appreciation and NOI on these properties have doubled in three short years due to consistent, intentional execution of her business strategy. Roschelle is now focused on creating safe, affordable workforce housing in emerging markets across the US that provide excellent returns for passive investors while giving back to local communities and charitable organizations.

In 2020, she helped build, brand and market McCoy Property Inspections, a residential home inspection company serving central Illinois.

Her 20+ year business career has been focused on building and executing strategic marketing plans, consulting on digital marcom technologies, communications, and influencing the adoption of a new content management system across a complex matrix of diverse, global marketing teams. She served on a committee for six years that has raised millions for the local Heart of Illinois United Way chapter.

In her spare time she’s a mother of three very energetic boys, wife and dedicated advocate for St Jude Children’s Research Hospital and the St Jude Runs organization. She’s served as treasurer for the Chicago to Peoria St Jude Run since 2020 and team captain since 2015. She’s fundraised over $113K since 2011 through individual donations and special events, notably the annual River Bottom Country Runs & Benefit for St Jude.

Get in Touch with Roschelle

• Website: https://resilienceequity.com/ / https://www.roschellemccoy.com/
• LinkedIn: Roschelle McCoy

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this episode with Adam Zach, we’ll talk about a unique and win-win investing strategy in real estate! Adam shares a lot about the rent-to-own business model, how it serves their tenants, and what makes it a better solution for people having difficulties acquiring bank loans.

During this conversation, he also highlights how real estate has helped him decide to retire at an early age and some valuable tips on how other investors can do the same. So, whether you’re a flipper looking for an alternative way to finance your deals or an aspiring homeowner, you shouldn't fail to listen to this!

Key Points & Relevant Topics

• Adam’s background from his engineering profession to entering real estate as a house hacker
• The mindset behind Adam’s idea of house hacking at an early age
• How does the “compounding effect” work in real estate?
• What’s the “1% rule” and why you should focus on cash flow over appreciation
• Why you should experience mistakes and failures as an investor
• Benefits of doing partnerships in real estate
• Is it a good idea to invest in multiple markets and states?
• Planning for early retirement and the mentality and considerations it requires
• Advantages of joining and spending money on masterminds and coaching sessions

Resources & Links

• Join Jay Helms’ mastermind group at https://w2capitalist.com/mastermind/.
• BiggerPockets Podcast
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Adam Zach

Adam Zach (pronounced Adam “Zock”) has a magnificent obsession with learning and is addicted to personal growth. He is a family man with a business, not a businessman with a family.

He retired from the Civil Engineering profession at age 32 through real estate investing. He currently holds 50 single-family rentals in 13 different states along with various alternative investments. His main passion is helping dads with young kids achieve time freedom through real estate investing. At age 35, Adam lives in North Dakota with his amazing wife and 3 young kids ages 6, 4, and 1.

Get in Touch with Adam

• Website: https://homeequitypartner.com/ / https://www.equityflipp.com/
• LinkedIn: Adam Zach, PE
• Facebook: Adam Zach / Home Equity Partner

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Gear up for another entertaining episode with Tommy Harr, a successful real estate flipper and wholesaler! Today, he spills the good and the ugly side of being an investor, the positive outcome of running a wholesaling business, and how he kept going despite the risks surrounding the investment market.

Learn the edge of venturing into multiple real estate strategies and niches in this interview!

Key Points & Relevant Topics

• Tommy’s career shift from working in his dad’s home inspection company to real estate investing
• How flipping has helped Tommy start to recover from his investment losses
• Advantages of having a business partner in real estate wholesaling
• What makes wholesaling a great investment strategy
• Growing a rental portfolio by acquiring and keeping wholesale deals
• Ways to find private capital and partners for BRRRR and flipping strategy
• How people from social media are vetting deals and operators online before putting their money into an investment
• The power of building your credibility and online presence before making business relationships
• Benefits of hiring virtual assistants when doing multiple business ventures
• Surrounding yourself with the right people to keep pushing forward and grab more opportunities in real estate

Resources & Links

• To join the Real Side RE Community, go to https://www.tommyharr.com/join-re.
• BiggerPockets Podcast
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Tommy Harr

In 2017, Tom jumped full-time into his dad's home inspection company where he 5x'd revenue, systemized the business, and inspected over 5000 houses. After walking away from the inspection company, he went all in on real estate investing where he has renovated over 150 houses, wholesaled 150+ deals, owns a 65-unit rental portfolio worth nearly $15,000,000, and 25 STRs managed in-house. He was able to retire his mom from her teaching job to work full-time in his business in 2022! He was featured twice on Business Insider in 2022 and he has coached over 350 students nationwide on how to invest in real estate and teach the REAL SIDE of real estate!

They recently launched The Real Side Real Estate Education to educate the ins and outs of investing in real estate, but the non-guru way! They have over 130 members and growing within the community as of December 2023.

Get in Touch with Tommy

• Instagram: @tommyharr05
• Website: https://www.tommyharr.com/ / https://www.legacyohiohomes.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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With today’s guest, Brian Head, you’ll learn how to thrive and stay grounded in real estate investing despite the darkest times and life challenges.

From acquiring multiple foreclosures to flipping, Brian will share his success in large multifamily syndications and eventually get into fund management. He also covers the advantages of investing in different deals and sponsors in today’s real estate market, overcoming the fear of taking action, and the value of continuous self-education. Dive in because we've prepared more from this episode!

Key Points & Relevant Topics

• Brian’s background and his entry point in real estate as a house flipper
• How Brian realized that acquiring foreclosure properties can be an investment vehicle
• Benefits and disadvantages of single-family and short-term rental flipping
• Ways to finance flips and single-family properties
• Brian’s successful transition into multifamily despite the challenges in life he and his wife had to encounter
• What makes syndication better than small multifamily and single-family investing?
• The truth about being a co-GP in a syndication
• Why it’s a good idea to diversify or invest in multiple syndications and sponsorships
• The value of learning from investment losses and mistakes
• Breaking out of limiting beliefs surrounding capital raising and the fear of taking action and risks

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Brian Head

Brian Head is the Founder of Head Start Equity, a real estate private equity firm that provides passive investment opportunities in primarily value-add multifamily properties. Brian has 20+ years of experience investing in real estate and is currently invested both passively and actively in 2,462 units across 18 different properties with a total value at closing of $399M.

He earned his BBA degree in Finance from UTSA and worked in the financial services industry for 25 years, 10 of which were as a licensed investment advisor and stockbroker.

Get in Touch with Brian

• Website: https://headstartequity.com/
• LinkedIn: Brian Head

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Have you ever felt your W2 job is not the best option to live your desired lifestyle? Did you know there’s a way to start investing without putting your family’s interest at risk?

As a former full-time worker, Jay Helms will share his experiences that will resonate with a lot of people, how he eventually quit his job by investing in rental properties, and his community’s mission to help people invest actively in the right way. This episode covers more talking points about family and business life, so tune in!

Key Points & Relevant Topics

• The point where Jay realized investing in rental properties without having to go back to working full time
• Balancing a full-time W2 job, family life, and side hustles simultaneously
• How successful people from Jay’s investing community are achieving their goals
• The importance of being clear with what you want to accomplish in real estate as a W2 worker
• 2 biggest things you (as a W2 worker) need to expect in real estate before quitting your job
• W2 Capitalist Community: What people can learn and its value for active investors and busy parents or professionals
• Why building partnerships is such a powerful piece in avoiding or minimizing investing mistakes
• Some criteria you might consider in evaluating a potential business partner
• Hard money lending: What it is, how it works, its benefit for investors, and how it differs from syndications
• Jay’s book “Make An Offer” and the value it could bring to investors

Resources & Links

• Rich Dad Poor Dad by Robert T. Kiyosaki
• To join Jay’s investing community and mastermind, go to https://w2capitalist.com/pro/ or https://w2capitalist.com/membership/.
• Grab your FREE copy of Jay’s book “Make An Offer” by visiting http://makeanofferbook.com/.
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Jay Helms

The most interesting thing about Jay is he met his wife while they were contestants on a reality TV show back in 2008 and now their family of 5 enjoys a life of nomadic slow travel living while remotely self-managing their portfolio.

Jay Helms is a best-selling author and Founder of The W2 Capitalist, a mastermind community for busy parents who want to double their cashflow. Jay has been featured twice on BusinessInsider.com, and knowing that closing on the first deal is the biggest hurdle and mental roadblock for new investors, Jay is giving away free copies of his Amazon #1 Best Selling, Make An Offer.

Timid, apprehensive, and fearful about purchasing his first single-family rental, Jay now owns over a million dollars in real estate assets and escaped the rat race after just 6 years of side hustling in real estate investing.

Get in Touch with Jay

• TEXT Jay’s mobile: 205 249 0248
• Website: https://w2capitalist.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Are you ready to design a more intentional life and fuel your desire to grow? Join us in this powerful episode with Dr. Sheri Fluellen, a Psychologist and a Certified High-Performance Coach.

Dr. Sheri shares her impressive skills in coaching real estate professionals and how she helps people overcome the things holding them back from achieving success, move forward despite challenges, and gain more satisfaction, fulfillment, and life purpose. Don’t miss this opportunity to build your investing success while increasing clarity in multiple areas in your life today!

Key Points & Relevant Topics

• Why Dr. Sheri chose real estate as her wealth-building machine
• The importance of evaluating the best investing niche and asset class that fits your goals
• Dr. Sheri’s insights on W2 workers planning to invest in real estate
• How real estate investors differ from people living a traditional life
• Valuable advice on defeating your fears, mindset blocks, and limiting beliefs
• Why people should figure out their purpose in life and how to live intentionally
• Using your regrets to make better decisions and grow personally
• Tips on managing and aligning personal and professional life
• High-Performance Coaching Program: A quick overview and its value for investors and professionals
• The power of listening to the right people to succeed in real estate in today’s market condition

Resources & Links

• Free 90-minute discovery call with Dr. Sheri: https://www.drsherifluellen.com/appointmentstrat
• Dr. Sheri’s FREE e-book: Designing Your High Performance Year
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Dr. Sheri Fluellen

Dr. Sheri is a Psychologist and a Certified High-Performance Coach, working largely with real estate investors to help them realize the dream life they are working hard to create. She and her husband have personally been investing in real estate since 2007, both actively and passively, and her own passion for investing fuels her work with other real estate professionals.

She works with investors through many different forums, including collaborating as a coach in other large mentorship programs and teaching a real estate mindset. She also is an owner and leader in the Coaching Mastery Community, which is an international organization that helps coaches level up their coaching business, where she also co-hosts "The Coaches Journey" Podcast.

She and her husband live in Wyoming and love to take advantage of traveling, which real estate investing has helped them do financially. Just recently, she took her husband and 4 kids to Kenya for a month to serve a Seminary by providing business consulting for their organization.

Get in Touch with Bethany

• Website: www.drsherifluellen.com
• Email: drsherifluellen@gmail.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, Bethany LaFlam will guide us in navigating the intricacies of SEC compliance with her legal expertise in real estate syndications.

In this insightful conversation with Bethany, she talks about the vital aspects of following the SEC rules and guidelines, protecting your credibility and interests when getting into investment opportunities, and knowing how to position yourself in syndication while complying with the SEC guidelines. So, regardless if you’re a deal sponsor, syndicator, or investor, this is an episode you shouldn’t miss!

Key Points & Relevant Topics

• Bethany’s law background and what she loves about practicing real estate laws
• What is the SEC and its role in protecting investors
• Things investors should look at when dealing with syndicators, sponsors, or anyone pitching investment opportunities
• What is PPM?
• Are investors guaranteed to be protected after having all the required legal documents from syndicators or sponsors?
• Top three things investors should be looking for in a PPM
• Fees that deal sponsors can and cannot charge to investors
• Do sponsors still have liabilities with the SEC after raising capital from investors?
• How investors can identify investment deals or opportunities that are not SEC compliant
• SEC compliance involved in an LLC
• SEC law changes investors and sponsors must be aware of in 2024
• The timeframe get compliant with the latest Corporate Transparency Act
• The complexity and reward of being a real estate syndicator

Resources & Links

• Register for Bethany’s live weekly AMAs for FREE!
• U.S. Securities and Exchange Commission
• Corporate Transparency Act
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Bethany LaFlam

Bethany LaFlam is an entrepreneur, a seasoned deal lawyer, a mother, and a visionary. With more than 20 years of experience practicing law, Bethany has leveraged that expertise into her business life. In her role as Managing Partner of Premier Law Group, she focuses primarily on real estate syndications and funds, helping syndicators build their empires by safely leveraging OPE (Other People's EVERYTHING).

Get in Touch with Bethany

• Website: Premier Law Group
• Instagram: bethany_laflam
• YouTube: Bethany LaFlam | Conscious Wealth Creator
• Email: team@plglp.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this episode, Dan Templin joins us to share his expertise on Airbnb business automation, system integration, hosting, and top strategies for setting himself apart from competitors.

Dan also emphasizes the value of having an effective team and why he continuously invests in multiple asset classes despite his Airbnb success. So, if you think the hospitality industry is the perfect investment for you, dive into this interview to learn more about its potential!

Key Points & Relevant Topics

• Dan’s process of deciding to go back to Airbnb investing
• How Dan manages his time as an Airbnb owner while running his restaurant
• Effective tools and systems for solidifying processes in an Airbnb business
• How Airbnb tools and systems work in terms of integration
• The role of having a team in usual Airbnb operations and processes
• Ways to find the best team members for an Airbnb business operation
• The significance of knowing how to host an Airbnb
• Things that can make yourself stand out from the competition as an Airbnb owner
• Why diversifying investments across different asset classes is highly recommended for investors

Resources & Links

• FREE e-book “Auto Host Mastery - Automate Your Guest Communications”
• August Smart Locks
• Yale Smart Locks
• Hospitable
• PriceLabs
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Dan Templin

Meet Dan Templin, a man who's just as comfortable in a suit as he is flipping houses, pouring craft beer, or handing over the keys to an Airbnb. He and his wife's story started at Michigan State University. Dan graduated in 2011 and his wife followed in 2013. They not only found love in college but embarked on a whirlwind adventure of marriage, house flipping, and business building.

Just two days after his wife graduated college, they got the keys to a dive bar in Dan's hometown. What was once a simple watering hole became a hotspot for pizza and craft beer enthusiasts, thanks to a sprinkle of that Templin magic.

But why stop at one successful business? They took the funds from their house flip and turned it into an empire of real estate that includes 7 Airbnbs, multifamily rentals, commercial spaces, and more. From managing a men's suit store to running a myriad of businesses, Dan's journey is anything but ordinary.

Whether it's serving up slices, sealing deals on properties, or sharing his wisdom in real estate investing, Dan's approach is all about fun, family, and a flair for turning the everyday into something extraordinary.

Get in Touch with Dan

• Website: The Business Man Dan
• Instagram: @thebusinessman_dan

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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How possible is it for W2 workers to form a real estate partnership and build a successful syndication business? Let’s hear it from a former Target employee turned investor and syndicator, Matt Brawner!

Today, he shares how he and his five partners started appreciating distressed properties as a great investment vehicle, secrets to a working partnership, scaling a portfolio through investors’ capital, and growing a company while serving residents and local communities. Don’t miss this episode to learn how to achieve the same financial stability in real estate.

Key Points & Relevant Topics

• Why a townhome is a good investment for starters in real estate
• The value of trust in forming a business operating agreement
• Secrets to successful investing for people with no real estate experience
• Benefits of learning the hard way in rental property management and investing
• Leveraging investors’ capital to scale faster in real estate
• Why investing out-of-state is an important option for investors
• Advantages of starting a property management company for syndicators
• Ways to effectively manage decisions and possible conflicts within partnerships
• How difficult it is to leave a full-time job and take risks for the sake of being an entrepreneur

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Matt Brawner

Matt began his real estate career in 2011 when he and five other partners purchased a single townhome in Minneapolis, Minnesota. The partners felt townhomes were undervalued and liked the protection of the HOA against unplanned capital expenditures. Later that year, Matt left his job at Target to pursue a career in fundraising but continued to work with his partners to grow their new company, Minnesota Capital Management (MCM).

In the years following 2011, Matt and his partners purchased 4-5 townhomes per year by reinvesting profits and investing personal capital. Everything changed in the summer of 2015 when Matt and his partners found their first multi-family investment, 75 units across three properties.

Matt left his W2 job in May 2018 and moved his family back to Minneapolis to run MCM full-time. In the process, Matt and his partners founded their own property management company, Northwoods Servicing (NWS). NWS manages the Twin Cities portion of MCM’s portfolio and has allowed the partners to own more of the value chain.

Today, Matt and his wife live in Minneapolis with their three kids. They are active in their church and enjoy all that Minnesota has to offer. Real Estate has given Matt and his family the gift of being planted and he wants to help you do the same.

Get in Touch with Matt

• Website: Endurus Capital
• LinkedIn: Matt Brawner

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, Dan Austin connects with us to talk about their marketing and sales platform, how they help investors acquire the best deals in the market, and guide us in the right direction of creating good investing partnerships.

Dan also gives us some value through his learning experiences as a former US military member, the importance of commitment in making decisions and choices, and conquering fears of investing in real estate. Dive in because there’s much we can offer in this episode!

Key Points & Relevant Topics

• Dan’s realizations that shifted his mindset and started his investing career
• Why Dan chose real estate as his wealth-building mechanism
• Overcoming the fear of taking risks in real estate investing
• Advice on finding and creating a business partnership that works
• The value of having grit and commitment in business or any aspect of life
• Collecting Keys: What it does, the services it offers to investors, and the asset classes covered
• Typical fees and marketing budget involved in availing Collecting Keys’ services
• Collecting Keys Podcast’s purpose and the kind of real estate stories it features
• The mindset you must have to keep going despite investing challenges

Resources & Links

• Collecting Keys - Real Estate Investing Podcast
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Dan Austin

As a former member of one of the most elite and highly trained special operations military groups, Dan learned firsthand the power of perseverance, teamwork, and a relentless commitment that allows ordinary people to achieve extraordinary things. Dan departed from the military after 8 years and 6 combat deployments to Iraq and Afghanistan to pursue a career in Corporate America, albeit a short one.

After working just a few short years in Corporate America as an Electrical Engineer Dan sought out a path to financial freedom through real estate and entrepreneurship. His journey began in 2016 and quickly scaled his business, wholesaling, flipping, and buying over 100 properties in just two years.

While building his wholesaling business, the Collecting Keys business model was born as the only direct-to-seller full marketing and sales service offered to their real estate investor clients. Providing a first-of-its-kind service, the business grew to 25 markets across the US in just 6 months, with plans to be in 100 markets by the end of 2024.

Dan is also the host of the Collecting Keys Podcast, where he and his co-host talk about the real day-to-day ups and downs of being a real estate investor and running a nationwide off-market real estate business.

Get in Touch with Dan

• Website: https://collectingkeys.com/
• LinkedIn: Daniel Austin
• Facebook: Dan Austin / Investor Man Dan
• Instagram: @investormandan
• TikTok: @investormandan
• Twitter (X): @investormandan

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Get ready for another route to invest in real estate as we’ve invited the Godfather of Blockchain Real Estate, Michael Flight, to talk about the future of tokenization, his deep knowledge of NNN investing or triple net properties, and diversification strategies investors can take advantage of. Leverage the power of technology by tuning in to this episode!

Key Points & Relevant Topics

• Michael’s journey as a retail real estate broker to getting into blockchain technology
• What is blockchain technology and how does it work in real estate
• An electronic marketplace to trade and purchase real estate shares
• Is there a fee associated with trading and selling tokenized assets?
• Why does it take a year to trade an asset or share in the marketplace?
• The future of tokenization in the financial and investment industry
• Differences between tokenized assets and cryptocurrency
• Best real estate assets for diversification in terms of tokenization
• Benefits of investing in Triple Net Lease (NNN) properties
• Possible reasons why people owning shopping centers and retail properties exit despite good NOI and cash flow
• Advantages of investing in debt funds
• Advice for investors to prepare for a possible recession

Resources & Links

• Invest on Main Marketplace: https://iom.ai/
• Nothing But Net - Triple Net Show: https://nothingbutnet.us/
• Blockchain real estate report: https://investonmain.com/real-estate-tokenization-report/
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Michael Flight

Michael Flight is a real estate expert who has been named the Godfather of Blockchain Real Estate by Forbes Crypto. Michael is the founder of the Blockchain Real Estate Summit and co-founded Liberty Real Estate Fund, a Net Lease Property Security Token which has revolutionized real estate investing with access to stable & tradable private real estate.

With over 35 years of experience, Michael is a seasoned entrepreneur specializing in retail real estate investment, redevelopment and a real estate tokenization pioneer. In 1990, Michael co-founded Concordia Realty Corporation, which has partnered with the world’s most prominent banks, insurance companies, hedge funds, and institutional investors to deliver many successful projects. Michael is also the co-host of the Nothing But Net - NNN Show podcast, which educates about triple net/net leased properties.

Michael's expertise has been recognized in media outlets such as CNBC, Real Vision, CEO Magazine, Yahoo Finance, CrowdFund Insider and others. Michael has been elected to public office, served on real estate investment advisory boards for two non-profits, and is a founding board member for Freedom of Life, a Romanian NGO that helps alleviate human trafficking.

Get in Touch with Michael

• LinkedIn: Michael Flight
• Website: https://investonmain.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Whether you’re an investor, a house flipper, or a first-time homebuyer, this episode with Brandon Campbell is a must-listen!

Join us for this consequential conversation as Brandon delves into his expertise as a mortgage sales representative, the value of building connections with clients, plus some of the requirements for borrowers to be qualified for a loan. Dive in and extend your deal financing knowledge today!

Key Points & Relevant Topics

• How Brandon got into the mortgage industry and succeeded as a loan originator
• Are there opportunities for investors to get good financing terms and rates in today’s real estate market?
• The power of nurturing client relationships to grow in the mortgage industry
• An easy way to set yourself apart from other mortgage dealmakers
• Things that prevent mortgage sales representatives from closing the deal with clients
• Typical mortgage lenders’ requirements for fix and flips and rental properties
• How investors or borrowers can prepare themselves for possible rate changes
• Is it still the best time for aspiring investors to get into the real estate business?
• The rewarding benefit of being a mortgage sales expert for Brandon

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Brandon Campbell

Brandon Campbell is a top-producing loan originator at Lima One Capital. Brandon joined Lima One in 2016 as an entry-level inside sales rep & moved quickly up the leaderboard. Over the years, he has consistently been one of the top 5 originators at the company.

Brandon prides himself on not only his loan volume but also his high success rate in getting his clients across the finish line. Brandon lives in Greer, South Carolina with his wife Brooke, and two children, Rowan & Piper.

Get in Touch with Brandon

• Website: Lima One Capital
• Email: brandon@limaone.com
• LinkedIn: Brandon Campbell

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Gain tons of value in today’s episode with Jeremy LeMere, sharing how he shifted from his engineering career to full-time real estate investing.

Jeremy spills his secrets to successful syndication, raising capital, building a strong team, navigating multiple asset classes in the real estate space, and diversifying his investment portfolio for generational wealth. Tune in because we’ve covered more in this interview!

Key Points & Relevant Topics

• Jeremy’s journey from utilizing the BRRRR strategy for rehabbing to multifamily and portfolio diversification
• How Jeremy started transitioning from his full-time job to real estate investing
• The advantage of having the privilege of choosing your desired career path
• Benefits of putting automated systems in place and getting educated in real estate
• Ways to find the right people to be on your team
• How powerful it is to have the experience when getting into larger deals
• The significance of understanding your strengths and weaknesses in raising capital
• Why people within a real estate team should stay tightly connected in a volatile market

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Jeremy LeMere

Jeremy LeMere began his real estate journey when he purchased his first duplex in 2010. He began investing with the goal of retiring by the time he turned 55. In 2011, he earned his MBA, which changed his investing trajectory. Leveraging the opportunity brought by the Great Recession's foreclosure market, he began rehabbing single-family homes in 2013 to quickly build equity in his portfolio. Four years later, after 22 years as a manufacturing engineer, he experienced a career-disrupting event that pushed him to scale his real estate portfolio even more quickly. In 2018 he closed on a 28-unit apartment property. Three months later he closed on an 8-unit property which allowed him to become financially free from his engineering career, thus achieving his goal by the time he was 45.

Since 2018, Jeremy has continued to diversify his investments by expanding his real estate portfolio into a variety of real estate assets. He is passively investing in out-of-state assets, providing hard money loans, and syndicating deals (including over 1,000 self-storage units, commercial retail spaces, and hotel-to-apartment conversions) as a means to diversify his investments. Jeremy has since ended his engineering career and transitioned to real estate full time. He now spends time helping others learn about real estate by participating in regional REIA organizations and the local apartment associations, where he actively encourages others to get into real estate.

Get in Touch with Jeremy

• Website: Star Capital Management Group, LLC / https://starcmg.com/
• Email: jeremy@starcmg.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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What does it take to prosper in a market where laws and rules are mostly favorable to the tenants? Let’s hear it from Edward Ring, who built a thriving real estate investing company in California and put experts together within his team.

This chat with Edward focuses on investor risk factors, the things to consider before investing in a specific market, some real estate regulations in California that people must be aware of, and leveraging team members’ expertise in an organization.

Key Points & Relevant Topics

• Edward’s story of growing up in a family with a real estate background
• Investors’ mistakes, risks, and challenges in the multifamily space
• The importance of understanding real estate rules and regulations in the tenant-friendly market of California
• Effective ways for people to succeed in the real estate investing business
• The power of having a culture of collaboration within a real estate team
• Potential challenges in the real estate business in 2024
• Tips on managing time-consuming tasks, day-to-day operations, and problems in real estate

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Edward Ring

Edward founded New Standard Equities or NSE in 2010 and serves as its Chief Executive Officer. He has ultimate responsibility for NSE’s investment strategy, operations, risk management, and investor relationships. He has over 25 years of real estate and financial consulting experience, with 16 years of dedicated investing and operating experience in the multifamily sector.

Mr. Ring received his Bachelor of Arts degree from the University of California, Berkeley, a Master of Fine Arts degree from New York University, and a Master of Business Administration degree from the Anderson School of Management at the University of California, Los Angeles.

Get in Touch with Edward

• Website: New Standard Equities
• Become an investor: https://www.newstandardequities.com/investor-registration/
• Email: ering@newstandardequities.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Listen to our guest today, Shawn DiMartile, as he delves into his fearless move of liquidating his 401(k) to start investing in multifamily. He shares the challenges in scaling his investing business, his journey to apartment syndication, and his goal to continue acquiring profitable multifamily deals in San Diego, CA.

This episode also highlights the qualities that make San Diego a strong market and why it’s worth your capital as a passive investor. Dive into this interview and learn another unknown wealth in multifamily!

Key Points & Relevant Topics

• How Shawn has decided to invest in multifamily real estate
• The value of having trust in a business partnership
• What makes syndication a great vehicle to scale and grow faster
• Advice for people or investors who want to get into the syndication business
• Ways to find the right mentors and build connections with them
• Typical challenges and misconceptions in real estate investing
• Reasons why San Diego, CA is a competitive investment market
• What you should know about the rent control and ADU Bonus Program in San Diego

Resources & Links

• To download Shawn’s free e-book “California Gold,” go to https://investorshawn.com/.
• Podcast: The Real Estate Takeoff
• BiggerPockets Podcast
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Shawn DiMartile

Shawn DiMartile is the co-founder of Takeoff Capital, a private equity firm with over $50M in assets under management spread across over 300 units, and also co-host of The Real Estate Takeoff podcast.

In 2018, he embarked on his real estate investing journey while working as an air traffic controller from Thursday to Monday, often having to work mandatory overtime on his off days. Although the income was good, he found himself lacking time freedom. As he delved into various investment classes, he kept gravitating towards the potential of real estate investing, particularly apartment investing.

For his first venture into real estate, he took the bold step of liquidating his 401k and partnered with his now business associate, Mike Tighe, as well as a few close friends. Together, they acquired a 32-unit apartment in a different state. While the initial investment presented its fair share of challenges and mistakes, they persevered and managed to execute their business plan, ultimately selling the property for a remarkable 3X return within just two years. This experience left an indelible mark on him, igniting a profound passion for real estate.

Get in Touch with Shawn

• Website: https://investorshawn.com/
• Instagram: @shawn_dimartile

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In real estate investing, there are even more ways you can reduce your taxes and enjoy more of your investment income. That’s why, in this episode, we’re bringing a tax expert and strategist, Thomas Castelli, to the show to discover more advantages of investing.

This conversation covers his proficiency in legally decreasing tax deductions, how you can perform tax strategies in syndication or single-family rentals, and advice on finding a reliable tax professional. Check this out to realize why you should start your investing journey today!

Key Points & Relevant Topics

• Thomas’ background from accounting to real estate investing
• How does tax depreciation and bonus depreciation work?
• Understanding passive/non-passive income and losses, short-term rental loophole, and special loss allowance
• Ways to defer taxes from selling rental properties
• Why doing a 1031 exchange is challenging for a limited partner in a syndication
• Main advantage of being a general partner in a syndication
• The biggest tax code change investors should know in 2024
• 2 steps investors can take to properly navigate tax strategies
• How investors can find a good tax professional
• Services Hall CPA, PLLC offers to investors
• What makes BRRRR a powerful investment strategy for maximizing tax advantages
• Tips on effectively managing time and day-to-day tasks as an investor

Resources & Links

• Rich Dad Poor Dad by Robert T. Kiyosaki
• Tax Smart REI Podcast
• Every Landlord’s Tax Deduction Guide by Stephen Fishman J.D.
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Thomas Castelli, CPA, CFP®

Thomas Castelli, CPA is a Partner at Hall CPA who helps real estate investors keep more of their hard-earned dollars in their pockets and out of the government's through proactive tax strategy and planning.

Get in Touch with Thomas

• Website: https://www.therealestatecpa.com/thomas
• LinkedIn: Thomas Castelli, CPA, CFP®
• Instagram: @thomascastellicpa
• TikTok: @thomascastellicpa
• Twitter (X): @thomascastelli_

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Let’s elevate your apprehension about using retirement accounts in real estate investing with this year’s second guest, Dmitriy Fomichenko.

Dmitriy will expound on things we need to know about solo 401(k), self-directed IRA, their limitations, and capabilities for real estate. This highly informative conversation will surely be worth your time, so listen until the end of the episode and fortify your financial knowledge!

Key Points & Relevant Topics

• Dmitriy’s background and his story as an immigrant from Russia
• Sense Financial Services, LLC: How it works and the options it provides for its clients
• How does a self-directed IRA work?
• Transactions prohibited and limitations in utilizing a self-directed IRA
• What is a non-recourse loan
• Is it possible to use retirement accounts to fix and flip an investment property?
• How to stay compliant with the IRS in terms of doing transactions within a retirement account
• Who is qualified to establish a solo 401(k) and the advantages of setting it up?

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Dmitriy Fomichenko

Dmitriy Fomichenko is the founder and president of Sense Financial Services LLC, a boutique financial firm specializing in self-directed retirement accounts with checkbook control. He began his career in financial planning and real estate investing in 2000. He owns multiple investment properties in various states and is a licensed California Real Estate Broker.

Dmitriy holds a designation of Certified IRA Services Professional from the American Bankers Association. Over the years, he has taught hundreds of investment and financial planning seminars and has mentored thousands of investors.

Get in Touch with Dmitriy

• Website: Sense Financial Services, LLC
• LinkedIn: Dmitriy Fomichenko CISP
• Facebook: Dmitriy Fomichenko
• Instagram: @dmitriyfomichenko
• BiggerPockets: Dmitriy Fomichenko

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, we’ll start the new year with an incredible guest, J Scott. We invited him as our first guest in 2024 to share his and his wife’s journey to investing success in single-family and multifamily, why everyone treats real estate as a business, and his expert judgment about real estate in the current economy.

Keep supporting the show so we can share more value, wisdom, and prosperity through investing for more years!

Key Points & Relevant Topics

• J’s transition from the tech industry to flipping single-family houses to multifamily syndications
• Being exposed to the business world to overcome the fear of the unknown
• What it takes to make house-flipping a functional and profitable business
• How to identify what’s needed for building a successful single-family flipping business
• 4 things that will make a business work
• The importance of having metrics and keeping track of what’s working or not in a business
• Single-family vs multifamily investing
• Does it make a huge impact on real estate if the economy is changing?
• J’s insights about the recession and misconceptions in today’s real estate market

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About J Scott

J Scott (he goes by "J") is an entrepreneur, investor, advisor, and author. An engineer and business guy by education, J spent much of his early career in Silicon Valley (California), where he held management positions at several Fortune 500 companies, including Microsoft and eBay.

In 2008, J and his wife Carol quit their corporate jobs, moved back East, got married, started a family and decided to focus on real estate and investing. In the past fourteen years, they have bought, built, rehabbed, sold, lent-on, and held over $150M in property all around the country. J is also a strategic advisor and mentor to several companies, business owners, and entrepreneurs.

J is a partner at Bar Down Investments, focusing on purchasing and repositioning large multifamily projects. He is the former host of the top-rated BiggerPockets Business Podcast and is the author of five books on real estate investing, including the best-selling, The Book on Flipping Houses. His books have sold over 350,000 copies in the past nine years and have helped investors from around the world get their start with real estate.

Get in Touch with J

• Website and Linktree: https://linktr.ee/jscottinvestor / Bar Down Investments
• Instagram: @jscottinvestor
• Facebook: Jason Scott
• LinkedIn: J Scott

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this episode, we’re joined by Andrew Brewer to give us some value from his real estate investing adventure, from investing in single-family out-of-state to redevelopment and commercial projects.

We’ll also cover some of the steps he took to level up his real estate career, the value of having a supportive life partner in business, and the continuous expansion of his company across multiple asset classes. Tune in and never miss this episode!

Key Points & Relevant Topics

• Andrew’s background and his start in real estate navigating different asset classes
• Why Andrew decided to invest out of California and choose the Kansas market instead
• Challenges of operating and managing properties out-of-state
• The significance of having a support system in real estate investing
• Building a team and partnerships in starting a real estate development business
• Valuable market insights on Austin and San Antonio, TX
• The impact of real estate investing on one’s freedom and personal relationships

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Andrew Brewer

Andrew Brewer is a commercial operator and developer who brings years of experience in many facets of real estate to IronGall Investments. He is also the co-founder of Distance 3 Development, a San Antonio-based real estate development and investment firm. Prior to starting IronGall Investments, Andrew had a successful career as a stationary engineer. As an engineer Andrew oversaw operations in high-rise commercial facilities valued individually at over $200M. He successfully completed full building turnarounds of underperforming commercial assets leading to improved operations, lower maintenance costs, and improved resident experiences. In addition to his engineering work, Andrew has acted as a consultant in construction defect litigation lawsuits. He has assisted prosecutors in pursuing judgements in excess of $60M, and overseen commercial reconstruction projects valued individually at over $12m.

Andrew formed IronGall Investments in 2017. Backed by Andrew's experience in commercial asset management, construction defect litigation, and commercial reconstruction, IronGall Investments began to sponsor and develop multifamily, townhome, and single-family home communities. Since 2017, IGI has served as the lead sponsor and lead developer on multiple ground up development projects and land subdivision projects comprising hundreds of residential units valued at over 160 million combined.

Andrew works tirelessly to keep all of IronGall Investments’s projects running smoothly and rigorously evaluates all potential opportunities using IronGall Investments’s landmark “Systematic Selection” approach to project evaluation which includes a nuanced analysis of the strengths and weaknesses of each particular project and corresponding market.

Get in Touch with Andrew

• Website: IronGall Investments / Distance 3 Development
• Facebook: Andrew Brewer / IronGall Investments
• LinkedIn: Andrew Brewer / IronGall Investments

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In today’s episode, we’ve invited David Kamara to talk about his journey to handling large multifamily deals, the benefits real estate has provided him and his family, and the five things people must know when investing or syndicating deals.

If you’re considering multifamily as your next investment venture and a way to transform your busy corporate life into a rewarding one, don’t miss out on this conversation!

Key Points & Relevant Topics

• David’s career, life as an immigrant in the US, and the beginning of his journey in real estate
• Why David decided to start investing in duplex and triplex properties
• The rewards and options in life multifamily investing could offer
• Cape Sierra Capital’s real estate goals
• Some pitfalls in real estate investing people should be aware of and how to avoid them
• The importance of having good communication with investors
• Cape Sierra Capital’s focus investment markets
• Is it advisable for high-earning people to consider investing in real estate?

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About David Kamara

David has been a real estate investor since buying his first duplex in 2006. Today David manages a portfolio of over 1,500 apartment units through his firm Cape Sierra Capital.

David started his career in industry before transitioning to management consulting where he was a sought-after Mergers and Acquisitions advisor to C-suite executives and private equity investors. He has held a number of interim CIO and COO roles and has been involved in over 50 private equity, corporate and strategic transactions.

David received his MBA from the University of Chicago Booth School of Business. He holds a Master of Liberal Arts degree from the University of Chicago and a Bachelor of Science in Computer Science from the University of Michigan, Ann Arbor. David speaks five languages.

Get in Touch with David

• Website: Cape Sierra Capital
• Webinar: https://capesierracapital.com/webinar
• LinkedIn: Cape Sierra Capital
• Email: david@capesierracapital.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If you’re thinking of creative ways to invest in real estate, this could be one of the perfect episodes for you! Today, Gary Spencer-Smith will discuss how he came across from single-family to the hospitality industry, the benefits of being creative when running a resort or hostel business, and some tips on structuring these types of investments.

Hit the play button to learn new investing strategies that will set you apart from the competitive environment of real estate!

Key Points & Relevant Topics

• The start of Gary’s real estate career start as a single-family investor
• Resort: What it is, how it generates revenue, and its operational expenses
• How to get investors involved in a resort deal
• Seller-financing strategy in a resort investment
• How to make creative deals work successfully?
• Operation and improvements in a resort or hostel business to increase revenue and reduce expenses
• The importance of having the right insurance for your investments
• Overcoming mental blocks or self-limiting mindset
• Criteria to consider in a good investment market

Resources & Links

• Rich Dad Poor Dad by Robert T. Kiyosaki
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Gary Spencer-Smith

Gary was born in the UK and started investing in his native country during his time in the Royal Navy, He emigrated to Canada after 11 years of service, which saw him travel all over the world before settling on Vancouver Island. Investing on the island for over ten years now, Gary has won awards from Canadian Real Estate Wealth Magazine and The Real Estate Investment Network for his strategies and success, and been nominated for countless others.

Gary enjoys the lifestyle investing in real estate affords him and has a passion for helping others change their financial futures by using real estate as the catalyst.

Get in Touch with Gary

• Website: Rev N You
• YouTube: Rev N You with Real Estate
• LinkedIn: Rev N You with Real Estate
• Instagram: @revnyoucanada
• Facebook: Rev N You with Real Estate

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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We’re thrilled to have Ray Zhang back on the show to give us more about his land investing business, the current state and potential of land flipping, and more information that help you dominate this investment strategy.

There are more tips and in-depth insights to absorb from this episode, so stay tuned and don’t forget to hit the subscribe button to ensure access to more valuable conversations.

Key Points & Relevant Topics

• The current state of land flipping and investing in today’s real estate market
• Land flipping markets with good opportunities
• What a negotiation looks like between a land seller and buyer or investor
• Is there a risk for investors to receive land for free?
• Things to consider before getting land for free from owners
• Some reasons why owners give their land to buyers for free
• Typical strategies to make the land profitable for investors
• Factors to consider when looking for good land investment
• Land financing tips for future investors
• Useful tools for sending out flyers and direct mail
• The importance of believing in yourself as a land-flipping student

Resources & Links

• Check out Ray’s first appearance on Buzzsprout and Bonavest Capital
• Google Maps
• To sign up for Rocket Print & Mail’s exclusive Virtual Flip Land Mailing Service discount, visit https://www.rocketprint.com/lp/virtual-flip/.
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Ray Zhang

Ray came to the country about 11 years ago and immediately became homeless. After about 3 months, he found a place to live, and he started flipping cars for a living. He made an excellent living for about 6 years and, during those 6 years, tried different kinds of real estate, but nothing seemed to work. Then he found land investment about 4 years ago, and everything changed. Today, his net profit is about $900k, and he is now a land coach teaching people about how to make profits as well.

Get in Touch with Ray

• Website: LandFlip Inc.
• Instagram: @virtualflipland

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today’s guest, Will Matheson, proves that sometimes going smaller brings bigger success in real estate investing. He talks about how he and his twin brother started by purchasing a single property in Los Angeles and subsequently built their portfolio within the Carolina market.

This episode also highlights the strategies that have positioned them favorably in the competitive and dynamic market and the uninterrupted benefits they deliver to their investors, even amidst the fluctuations of the real estate environment.

Tune in and see the possibility of beginning with no experience and an established track record in real estate!

Key Points & Relevant Topics

• How Will acquired his first property in Los Angeles
• Will’s outlook while building their portfolio in Carolina
• Focusing on small assets and shorter hold period
• Challenges and opportunities for new investors in today’s market
• Should investors hold back from investing because of the current market condition?

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Will Matheson

At the end of 2017, Will Matheson and his twin brother Evan were a few months away from graduating Columbia University’s Masters in Real Estate Development program, and they were faced with a choice; go the traditional corporate route or start their own company. Despite having no track record, no ownership experience, and very little equity, they bet on themselves and opted to start their own company, Matheson Capital. By January 2018, they had already completed their first acquisition, an $800k duplex in Los Angeles.

With limited resources, Matheson Capital focused on smaller value-add properties and short-term holds. In the five years since their first purchase, they have completed another dozen multifamily / student housing acquisitions valued at over $100 million. They have worked with high-net-worth investors, family offices, private equity groups, and Wall Street firms, delivering an average investor IRR of 40% on their six completed projects.

Despite changes in the market, Matheson Capital is continuing to push forward with the goal of owning $1 billion of real estate by 2027.

Outside of real estate, Will is learning to fly a plane, and he also serves as a board member for Lowcountry Veterans, a homeless veterans shelter located in Charleston, SC.

Get in Touch with WillWebsite: Matheson Capital

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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From being a civil engineer to a real estate investor, Kyle Reedstrom will share his courageous shift to creating a new lifestyle and achieving most people’s goal - passive income.

In this episode, Kyle talks about the strategic measures he took before and after leaving his corporate job, the power of being with a community of like-minded people, building multiple income streams, and more.

Join us for another conversation that can motivate you to turn your vision into action!

Key Points & Relevant Topics

• The thought process behind Kyle’s transition from civil engineering to real estate investing
• First 3 steps Kyle had to take to start his goals and vision in real estate
• The role of community and mentorship in making a career shift or huge decisions in life
• Power of cash flow and passive income from rental properties
• Finding talented individuals and leading people throughout your real estate investing career
• What passive income means for Kyle and his family

Resources & Links

• Rich Dad Poor Dad by Robert T. Kiyosaki
• The 4-Hour Workweek by Timothy Ferriss
• Vivid Vision by Cameron Herold
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Kyle Reedstrom

Kyle is a family man with a business, not the other way around. After pivoting from a career in engineering to full-time real estate, he began using cashflow assets to create a new lifestyle. These additional income streams allow him and his young family to live by design and increase the options by which they choose to spend their time. Everything the Reedstrom's do in the business world has a goal to cross the finish line of $25,000 per month through 5 passive income streams.

Based out of Fargo, ND, Kyle is the Founder of Passive 25K Group—a company with a mission to build wealth through passive income for ourselves and others. And the belief that, once financial freedom is achieved, you can truly start making decisions based on merit, not money, and start spending your time solving the problems that fascinate you.

With The Passive 25K Podcast, Passive Income University, and Cashflow Coaching, Kyle brings his real-life experience to the table. Creating a community of people all marching toward their passive income vision. Kyle believes financial freedom can be better completed together than apart.

Get in Touch with Kyle

• Website: Passive 25K Group (www.p25kg.com)
• Coaching and Courses: Passive Income University by P25KG
• Instagram: @kyle_reedstrom
• TikTok: @kyle.p25kg
• Twitter: @kyle_reedstrom

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Are you thinking of reliable ways to leverage your hard-earned money? We’ve got Joe DiSanto on the show today sharing how he started in the business by buying his first property in 2008, how he realized the true potential of investing in real estate from that step, and his goal to assisting people in making the most of their income through his business.

Dive in to grasp more from his journey and start making significant growth in your life!

Key Points & Relevant Topics

• How Joe started his career in real estate investing
• Overcoming the fear of buying properties out-of-state
• Challenges of buying and operating an out-of-state property and working with property managers
• The gap in investing knowledge among high-income earners
• How high-income earners can make their money reliable for retirement
• Benefits of investing in real estate syndications
• Other alternative investments people can consider

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

Play Louder's Courses

• Get a grip on your finances and plan your future with The Financial Independence Roadmap!
• Learn how to Incorporate and Manage your Business, so you can protect your assets and save money!
• Analyze your Real Estate Investments like a pro!

About Joe DiSanto

Joe DiSanto is a fractional CFO and consultant to small businesses and high-income individuals. He also founded the blog Play Louder, which serves as an invaluable resource to help individuals and business owners increase their net worth and plan better for their future.

Get in Touch with Joe

• Website: https://www.playlouder.com/
• LinkedIn: https://www.linkedin.com/in/josephdisanto/
• Facebook: https://www.facebook.com/playlouderblog/
• YouTube: https://www.youtube.com/c/PlayLouder

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, we’ll explore the reasons why passive investors should consider the advantages of a real estate fund with our guest, Whitney Ward.

As the Principal Broker and Fund Manager at CRE-Endeavors where she oversees fund strategy, fund execution, and brokerage transactions, she’ll enlighten us on how they help investors stay resilient despite the situation of the multifamily space, the great things about having a fund manager, and their goals for investors.

If you want to become efficient in this investment strategy, listen to the entire interview, and don’t miss this episode!

Key Points & Relevant Topics

• Whitney’s transition from Corporate America to real estate, her brokerage firm, and equity fund
• What is a fund strategy and how does it work for accredited investors
• The due diligence process for evaluating deals and sponsors in a fund
• Benefits that fund managers can offer to passive investors
• Roles of a fund manager in a deal
• What Whitney considers when looking for an investment market
• The typical business plan, holding period, and exit strategy in a fund strategy
• Multifamily market’s current condition and how investors can continue to thrive and seek opportunities
• Deal operators’ responsibility in preserving investors’ capital and investment
• Fees and costs of getting into a real estate fund

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Whitney Ward

Whitney has been directly involved in commercial real estate sales and acquisitions totaling more than $100 million in aggregate value. Her experience in identifying strategic investments, diligent financial analysis, and executing on rigorous due-diligence principles, brings immense value to fund investors and real estate transactions.

Whitney's real estate career began in 2016 at KW Commercial as an Investment Sales Broker, and in 2019, evolved into her founding a commercial real estate firm, Intuitive Management Partners, which later rebranded into CRE-Endeavors. Prior to real estate, Whitney worked in corporate sales, management, and marketing roles at Fortune 500 Companies, where she gained invaluable skills in business operations and finance principles.

Get in Touch with WhitneyWebsite: https://www.cre-endeavors.com/invest

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Want to enjoy the passive investing rewards without the daily grind? Then tune in to this episode with our guest, Jim Manning, and learn the two real estate fund structures that will unlock your way to freedom.

Jim explains why investors should invest in a fund deal and what it means to be an active and passive investor. In addition, the conversation highlights the enormous benefits of real estate that stocks can’t offer. Be sure to hit the subscribe button and start discovering rare gems in real estate from this show!

Key Points & Relevant Topics

• Jim’s journey from active investing as a house flipper
• Active vs. passive investing
• How investors can start building passive income in real estate
• Real estate fund: Its advantages, how to invest in it, and what investors need to know
• Jim’s real estate fund types and how they work
• What makes real estate a better investment than the stock market
• Differences between a debt and lease purchase fund
• Benefits of investing in a lease purchase deal
• Maximizing and managing time in a busy entrepreneurial and family life
• The purpose of the Passive Wealth Show podcast and courses and their value for investors
• Real estate market insights in the next coming years

Resources & Links

• https://passivewealthshow.com/courses/
• https://passivewealthshow.com/category/episodes/
• Amazon
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Jim Manning

Jim's first job out of school was working for a self-made billionaire. He had the private jets and every material thing you could ever want. Unfortunately, the billionaire was absolutely miserable. So 15 years ago, Jim set out to find a way to become financially free without sacrificing his personal life.

The passive income that real estate has provided has allowed Jim to own 3 multi-million dollar real estate companies, work a balanced schedule, parent 4 kids under 9 and even coach multiple teams, and invest in over $250 million in properties.

Along the way, Jim discovered that he also had a knack for creating financial freedom for others. He's now on a mission to show others how to generate passive income from real estate without doing any of the work.

Get in Touch with Jim

• Website: Passive Wealth Show
• LinkedIn: Jim Manning

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Dive in today because we’ve got the “Data Scientist of Real Estate” George Roberts III, Ph.D.! In this interview, he intelligently explains the science behind the housing market, deal analysis, and what to expect in the multifamily space amidst the current state of the market.

Subscribe and check this out, as we have a lot of things for you to learn from this episode!

Key Points & Relevant Topics

• What captivated George to invest in commercial multifamily real estate
• Things you should understand when performing deal, market, and rent analysis
• Insights on today’s housing market
• Why investors should keep an eye on multifamily constructions
• The possible impact of the affordable housing crisis and recession
• Ways investors can survive the recession and rising interest rates
• Markets and cities with potential investment opportunities
• The freedom and quality of life real estate investing can offer

Resources & Links

• Podcast: The Foundery - Where Leaders are Forged Daily!
• George hosts the weekly “CRE Network at Noon Eastern” Zoom meetup for investors and other commercial real estate players every Wednesday at noon Eastern. You can reach out to George at george@horizonmultifamily.com or through LinkedIn to learn more about passive investing, or to find more information about his online or in-person events.
• Apartment Syndication Due Diligence Checklist for Passive Investor

About George Roberts III, Ph.D.

Before devoting himself to commercial real estate full-time, George worked as an award-winning data scientist and bioscientist with over 700 citations in the fields of genomics, microbiology, and physiology. Deciding that he didn’t look handsome in a lab coat, he turned his attention to the dashing world of entrepreneurship. George repurposed his analytical firepower to make housing economics, macroeconomics, and finance fun and exciting as “The Data Scientist of Real Estate” on his YouTube channel.

George is also a Principal at Roberts Capital Enterprises which sponsors value-add multifamily opportunities in the Southeast and Midwest for qualified passive investors. In addition to his over 300 units as an active multifamily investor, he is also an avid passive investor. His passive investments include 547 multifamily units as well as a series of carwashes, early-stage companies, and a drug rehab facility.

When he is not running one of his active investments, you can find George hosting “The Foundery – Where Leaders are Forged Daily!”, a podcast devoted to the role that entrepreneurship, leadership, and mindset play in success in the commercial real estate space.

Get in Touch with George

• Website: Roberts Capital Enterprises / Horizon Multifamily / Walnut Grove Homes, LLC
• Email: george@robertscapitalenterprises.com
• LinkedIn: George Roberts III, Ph.D.
• YouTube: George Roberts III, PhD

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, we’re bringing Mark Ferguson with his incredible story of how he got started in real estate. From being a real estate agent, refinancing his home, to dominating the flipping and rental business, this episode will surely give tons of golden nuggets!

Find out his strategies for a successful house-flipping and long-term hold, navigating the commercial multifamily space, and building wealth while building his online presence. Tune in to this episode for another prosperous investing journey!

Key Points & Relevant Topics

• Mark’s story of discovering house-flipping and rentals while being a real estate agent
• Is it necessary to be an agent before investing in real estate?
• Why Mark decided to shift from single-family to multifamily
• The power of learning financing strategies in real estate
• Ways to acquire deals online and on social media
• Benefits of building your brand and credibility in the online space
• The process of evaluating a good deal

Resources & Links

• MLS.com
• BiggerPockets
• Mark Ferguson on Amazon
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Mark Ferguson

Mark is a successful real estate investor, broker, and author. Mark has flipped more than 230 houses, owns close to 200,000 square feet of rental properties, owns Blue Steel Real Estate, owns multiple brick-and-mortar businesses including 2 laundromats, a liquor store, and a car wash, and has written 10 books.

Mark loves to use OPM (other people's money) to buy big and small deals for flips or rentals. He has been able to create a $20 million dollar real estate portfolio after starting out refinancing his personal house to buy his first rental for $97k in 2010. Along the way, he has learned how to find deals, find contractors, find money, and build wealth with real estate.

Mark is still buying and still learning to this day. Mark loves to share his knowledge on multiple platforms including YouTube (95k subscribers), Instagram (162k followers), TitTok (49k followers), Facebook, LinkedIn, Twitter, and more. His blog Investfourmore.com is one of the most popular real estate investing blogs with a wealth of knowledge on all things real estate.

Mark is married to his wonderful wife Jeni and has 3 kids. He also loves to golf, dabble in virtual real estate, and is a huge fan of exotic cars.

Get in Touch with Mark

• Website: https://investfourmore.com/
• YouTube: InvestFourMore Real Estate
• Facebook: Investfourmore Real Estate
• Instagram: @investfourmore
• TikTok: @investfourmore

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this episode with Josh Gorokhovsky, he shares what drove his desire to navigate the real estate investing space while working full-time. He also discusses the lessons he learned from his mentor, his expertise in ground-up developments, construction, and distressed multifamily projects, and what it took him to get his first successful deal.

Keep on supporting the show for more valuable conversations like Josh offered today!

Key Points & Relevant Topics

• What Josh had learned about real estate when he worked with a mentor
• Josh’s efforts in acquiring his first deal
• Learning experiences from getting involved in development and construction projects
• Challenges of ground-up developments and construction projects in California
• Ways to communicate changes in a deal with investors
• Why real estate investing requires patience

Resources & Links

• Rich Dad Poor Dad
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Josh Gorokhovsky

A Los Angeles native, Josh graduated from the University of Southern California in 2015 earning his Bachelor’s Degree in Business Administration with an emphasis in Real Estate Finance and Entrepreneurship.

Since 2015, while still in school and while building up Telos Properties, Josh worked under L.A. Properties Inc. principal, Scott Rosenfeld, where he managed acquisitions, development, and redevelopment projects exceeding $10 Million.

Josh has placed $35 Million in equity for investors and managed over $70 Million worth of real estate transactions since 2017. He is responsible for acquisitions, construction, asset management, capital markets, and investor relations.

Get in Touch with Josh

• Website: Telos Properties
• Facebook: Telos Properties
• LinkedIn: Telos Properties
• Instagram: @telosproperties

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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This episode will teach us a lot today as Brandon Magierowski joins the show with his expertise in the multifamily space.

This conversation covers his journey from being Neal Bawa’s Multifamily University student turned expert in the active and passive side of investing, capital raising, and analyzing the right deal and market. Plus, he emphasizes the value of spending time to be productive and learn more about real estate.

If you’re a seasoned investor or planning to participate in a multifamily deal for the first time, this episode is worth listening to!

Key Points & Relevant Topics

• How Brandon started as an active investor in real estate
• Brandon’s 3 criteria for analyzing the right market
• The power of investing in yourself to go bigger in real estate
• 2 important factors to consider when starting as an active investor
• What does it mean to be a capital raiser in real estate?
• Things passive investors must understand and be aware of before investing in a deal
• Insights on the multifamily space in the next two years
• The importance of transparency and communication between operators and investors
• Time management tips from Brandon

Resources & Links

• To get Brandon’s time-blocking sheet for free, send him an email at brandon@realfocus.org.
• Real Estate Uncaged on Spotify and Listen Notes
• Gorilla State Investing Podcast
• How to Analyze a Real Estate Market in 60 Minutes - Know More Than a Local Expert - Neal Bawa
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Brandon Magierowski

Brandon is the Acquisitions Manager at Real Focus Capital Investments. A native of Lethbridge, Alberta, Canada, Brandon came to Shreveport, Louisiana in 2004 to join the LSU-Shreveport Pilots Baseball Program. After three years with the Pilots, Brandon graduated with a Bachelor’s Degree in General Business Administration.

In 2008, Brandon joined the Prairie Baseball Academy (Junior College) as an Assistant Coach before returning to the LSUS-Baseball Program in 2010 as the Graduate Assistant Coach. Magierowski’s coaching position with the Pilots ended in 2011 after Brandon graduated with his Masters in Business Administration (MBA).

Upon graduation in the Spring of 2013, Brandon turned his attention to hosting baseball tournaments in the deep south region to provide players a better opportunity for exposure to next level recruiters. In 2014, Brandon aided in the creation Diamond Dynasty (2D Sports) and is the acting CEO.

Brandon currently owns 150+ units across Louisiana, Texas, and Florida and is a graduate of Multifamily University and a member of MultifamilyU investor group.

Get in Touch with Brandon

• Website: https://middleclasstomillionaire.org/ / https://realfocus.org/
• Facebook community: Middle Class to Millionaire
• Email: brandon@realfocus.org

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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How advantageous and sustainable is it to invest internationally? Let’s look at what attracted Brent Ritchie to invest outside Canada, how he keeps scaling and growing his investments in the US, and some steps he had to take from acquiring to operating his properties. Jump into this episode and start overcoming your fear of doing the same strategy!

Key Points & Relevant Topics

• How to overcome fears of pursuing the path and things you want in life
• Why Brent chose to invest in the US while living and working in Canada
• Steps investors must take when investing across international borders
• Navigating the investing space in the current condition of the market
• Why operation is a crucial factor of a successful investing

Resources & Links

• Tony Robbins
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Brent Ritchie

Brent Ritchie is the founder and President of EnRitch Investment Group Inc. Brent has over 18 years of experience in engineering, construction, and project management. His latest projects involve the ownership, management, operations, and development of apartment buildings worth over $350MM.

As a professional engineer in Fortune 500 companies, his award-winning construction projects ranged from several hundred million to 3 billion internationally and are a major driver for operational excellence for all stakeholders. His design, construction, and operational experience is an invaluable asset in overseeing successful project executions.

Get in Touch with Brent

• Website: Enrich Investments
• Email: Brent@enritchinvestments.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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We invited Kranti Ponnam on the show to inspire and walk us through his incredible journey from migrating to the US to running five businesses!

In this episode, Kranti talks about the value of putting investors and people at the center of your business culture, having systems and processes in place, and what it takes to be a successful multifamily syndicator. Dive in today, and let us all learn from his thought leadership skills, experience, and mentality.

Key Points & Relevant Topics

• Why Kranti had to shift from one asset class and niche to another at the beginning of his investing career
• The value of having an end goal, systems, and processes in place as an investor or investing company owner
• Ways W2 workers can invest in real estate and its benefits
• What “value-add” means in real estate investing and how it works
• How to make investors feel comfortable investing with you despite the risks of the current market condition
• Valuable advice for syndicators facing challenges with tenants and rents

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Kranti Ponnam

Kranti Ponnam is the founder and Chairman of the Board of kipi.bi. As an accomplished executive, Kranti’s background blends over 20 years of diversified experience across the Business, Technology, and Real Estate sectors with notable achievements as a 5x serial entrepreneur, technology services advisor, and multi-family investor.

In addition, Mr. Ponnam currently serves as the President and CEO of SoftHQ, Director of Sydata Consulting, General Partner of Seroda Equity Partners, and operates as the Director of Capital at Four Oaks Capital.

Most recently, Kranti was accepted into the Forbes Business Council - a prestigious community of influential business leaders and executives. Mr. Ponnam’s leadership style is best characterized by his servant leadership - putting the needs of his employees and customers at the heart of his business.

Looking towards the future, Mr. Ponnam envisions building, scaling, and investing in high-performing businesses while providing next-generation solutions and premier quality of service to customers.

Get in Touch with Kranti

• Website: krantiponnam.com / Four Oaks Capital
• LinkedIn: Kranti Ponnam
• Facebook: Kranti Ponnam
• Twitter: @krantitweet
• Instagram: @krantiponnam

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Absorb tons of substantial insights in this episode featuring one of the experts in industrial real estate, Joel Friedland. With his over 40 years of experience in the industrial sector of the business, you’ll learn how powerful and competent it is to invest in this asset class, the critical aspects of raising capital and evaluating tenants, and how to stay resilient in a dynamic and volatile market.

Whether you’re an investor or a syndicator, this is a discussion you shouldn’t miss!

Key Points & Relevant Topics

• Industrial real estate: What it is and how syndication and deals work in this asset class
• The biggest risk in any type of real estate deals
• How difficult is it to raise capital for an industrial real estate deal?
• 5 most important things to consider when raising money for an industrial deal
• 5 things to look for to effectively evaluate tenants for industrial properties
• The future of industrial real estate in the coming years
• Why transparency and communication are important between syndicators and syndicators

Resources & Links

• Shark Tank
• Rain Man
• We Want You to Learn About What’s “WRONG” With Our Offerings!
• Society of Industrial and Office REALTORS® (SIOR)
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Joel Friedland, SIOR

Joel's story is genuinely remarkable. He began his entrepreneurial journey at the age of 14, running a landscaping business where he convinced 70 families in one weekend to allow him to manage their landscaping, and hired 40 other high school and junior high students to manage the workload.

Eventually, he started his own brokerage firm which grew to manage over twenty brokers. Over the last 40 years, Joel has been involved in nearly 100 acquisitions, totaling around 3 million square feet, and has raised over $150 million in private capital. Today, he focuses on low risk, cash-flow centric investments and manages an industrial portfolio of 18 buildings.

Get in Touch with JoelWebsite: Brit Properties

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In recent years, farm investing has emerged as an attractive option for investors looking for a better investment return. But how can you make the most of this vital industry?

We invited Artem Milinchuk to enlighten us about this investment option, the advantages of owning farmland, and the potential income from this niche. Stay tuned to learn something different that will help you grow your real estate portfolio.

Key Points & Relevant Topics

• The beginning of FarmTogether in the US and the idea behind it
• Things to look for in a viable farm investment
• How farm investing and leasing works
• Why a farmer’s experience is important when looking for a farm operator
• Typical expenses of a farm or land owner
• What the exit strategy looks like in a farm investing
• Investment options and opportunities offered by FarmTogether

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Artem Milinchuk

Artem has over 14 years of finance experience in food, agriculture, and farmland. He holds an MBA from The Wharton School. Prior to founding FarmTogether, Artem was CFO at Full Harvest Technologies, a fast-growing B2B platform for buying and selling produce. He previously worked at Ontario Teachers' Pension Plan, Sprott, and PwC.

Get in Touch with Artem

• Website: FarmTogether
• Email: info@farmtogether.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this episode, we’re joined by Melanie Bajrovic with her inspiring story of working at a young age and eventually creating millions of dollars in real estate. Deep dive into this conversation highlighting what her life looked like as a teenager, being a barmaid, and how she got into investing in different asset classes and niches. Don’t miss out on the chance to create your financial stability while you’re young!

Key Points & Relevant Topics

• Melanie and her family’s story of migration, being exposed to the business world, and getting into real estate investing
• What makes Airbnb, short-term rentals, and commercial properties a great investment
• How Melanie started to learn about real estate investing
• How real estate has provided the life Melanie desires
• The value of taking action and getting educated about real estate early

Resources & Links

• The Wealthy Barmaid: From Minimum Wage to Millionaire
• The Most Awesome Money Book Ever: Teaching Children and Teenagers How to Earn Money
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Melanie Bajrovic

Melanie Bajrovic is from Niagra Falls, Canada. She is a real estate investor, serial entrepreneur, speaker, educator, and two-time international best-selling author of the books “The Wealthy Barmaid: From Minimum Wage to Millionaire” and “The Most Awesome Money Book Ever.”

She worked as a barmaid for 15 years and eventually became a millionaire at 27 years old because of real estate. Now, she owns a multi-million dollar portfolio comprised of short-term rentals, single-family, and commercial real estate properties.

Her inspiring story encourages others to take action in reaching for their success, wealth, and freedom through entrepreneurship and real estate investing.

Get in Touch with Melanie

• Website: The Wealthy Barmaid | www.melaniebajrovic.com
• Facebook: Melanie Bajrovic
• Instagram: @thewealthybarmaid
• Email: melanie@melaniebajrovic.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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How real estate investing can help you fuel your goal to serve people? Let’s hear it from Burnie Lund, who’s syndicating and investing in real estate while fulfilling his life’s calling as a pastor. Learn more about how mentorship programs impacted his success in the multifamily space, the value of having a good property management team, and the generational wealth real estate can provide to people.

Key Points & Relevant Topics

• Burnie’s transition from single-family to apartment investing and syndication
• Getting into mentorship programs and their benefits for new syndicators
• The importance of property managers’ proactiveness in solving issues
• How to deal with the rising interest rates effectively
• Real estate investing’s power to achieve financial freedom, serve people, and fulfill your mission

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Burnie Lund

Burnie Lund is a graduate of the U.S. Naval Academy, Class of 2003. Transitioning out of the Navy, he found his life’s calling in ministry and has been a pastor at Canyon Ridge Baptist Church in San Diego, California, for over fourteen years. His dream is to simultaneously fund worldwide Missions and create generational wealth for his family.

Beginning with four single-family home purchases in 2019, Burnie and his wife, Leslie, launched into real estate investment. In late 2019, they joined a mentoring program that began their journey into multifamily syndication with other investors through their own company, Forge Equity Group.

In 2020, they raised $850K and closed on a 29-unit apartment syndication in Augusta, Georgia. In 2022, they raised $1.5M and closed on a 75-unit property in Augusta, GA. Forge Equity Group continues to grow its investment base and is actively pursuing multifamily assets in Georgia and the Southeast with a goal to eventually expand into New Mexico and their hometown of San Diego.

Get in Touch with Burnie

• LinkedIn: Burnie Lund
• Phone: 619-971-1279
• Email: burnie@forgeequitygroup.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today’s guest, BJ Gremillion, shares his success in the turnkey rental business and property management. Dive into this episode to discover the growing markets for turnkey investing, the significant function of property managers, and things you must consider when holding and selling turnkey properties. Stay tuned if you want to know how your failures will motivate you to succeed!

Key Points & Relevant Topics

• Current situation of the real estate business in Tennessee
• Why a virtual property tour is not always a good idea for investors
• What it’s like to be a landlord in Georgia, Tennessee, and Arizona
• The importance of transparency and proper disclosure in selling turnkey properties to investors
• Property management’s critical role in a turnkey rental business
• What causes failure in real estate?

Resources & Links

• Real Powerhouse Podcast
• Apartment Syndication Due Diligence Checklist for Passive Investor

About BJ Gremillion

BJ has been a real estate investor since 2008 and has enjoyed the variety and fast-paced change each year brings. Some might say 2008 was a rough year to get started but it was the time of his life. He enjoys the process and work that goes into building a brand and positive culture.

BJ has purchased and sold thousands of properties with multiple exit strategies including lease options, long-term and short-term rentals, wholesaling, RV storage, commercial offices, fix and flipping, creative financing, land developments and entitlements, spec building, and custom new builds. Currently, he holds real estate in Arizona, Michigan, Alabama, Georgia, and Tennessee.

BJ is a huge football and basketball fan but at the end of the day, the sports and even the business take a back seat to what’s most important in his life, his wife Alexis, and their 5 kids. Nothing brings BJ more joy than those 6 people and he feels incredibly blessed.

Get in Touch with BJWebsite: https://propertyrush.com/

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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This episode features Alvin Hope Johnson, proving that real estate is a great way to bring hope to low and moderate-income families. Hop into this interview as he highlights the motivation behind his non-profit company, its charitable mission, and how its development projects give value to the community. See how to invest with a purpose by tuning in!

Key Points & Relevant Topics

• The story behind Alvin’s mission to provide affordable housing to low-income people
• How convenient it is to outsource real estate investing tasks and operations
• Advantages of a non-profit investment firm in the industry
• Ways investors can benefit from non-profit investment companies
• Differences between a syndication and a non-profit firm
• Insights on affordable housing, apartments, and multifamily space in general
• Multifamily Monopoly’s training and mentorship programs

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Alvin Hope Johnson

Alvin Hope Johnson is a multifamily developer with over $250,000,000+ in multifamily assets. With over 35+ years in the real estate industry, combined with his consultants’ experience, he offers deep industry knowledge to develop projects. From conception to completion, he brings extensive experience providing planning in multifamily, residential, retail, and land development, independent and assisted living, lodging, hospitality, manufacturing plants, and distribution sites. To help the ongoing housing crisis, Alvin has built a strategic plan to develop 20,000 workforce housing units using Structural Insulated Panels (SIPs), which is set for completion in the next 5 years.

Hope Housing Foundation (HHF) is a Texas nonprofit corporation dedicated to creating and conserving quality, safe, sanitary, affordable housing and Naturally Occurring Affordable Housing (NOAH) for low to moderate-income and economically challenged individuals and families. HHF enhances the lives of our residents and the communities we serve through the preservation and development of apartment communities using affordable set-aside units with amenities that are unavailable in older apartment communities and new workforce housing apartment communities without set-aside units.

Multi-Family Monopoly is an educational platform that offers a multitude of resources for investors and non-accredited investors to start or further their knowledge in multifamily development and ownership.

Alvin takes pride in being an industry leader by serving and building solid relationships throughout communities and business partnerships.

Get in Touch with Alvin

• Website: Hope Housing Foundation / Multi-Family Monopoly
• Facebook: Alvin Hope Johnson
• LinkedIn: Alvin Hope Johnson
• Instagram: @alvinhopejohnson

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In today’s episode, we’re bringing another creative financing expert, Christian Osgood, to talk about his strategy for getting cash-flowing multifamily deals with minimal capital, finding the best deals, and building relationships with sellers. Hear all these and learn how to apply seller financing to your multifamily journey!

Key Points & Relevant Topics

• How Christian realized the power of owning real estate
• Why it’s important to know what the seller wants when acquiring a creative financing deal
• The downside of utilizing a “subject-to” strategy
• An effective tool to look for property sellers and deals online
• Ways to acquire larger multifamily deals with little money
• What is considered a good deal in today’s market?
• How the Multifamily Strategy mentorship program works and its value for investors
• Insights on the future of the multifamily space

Resources & Links

• Google Maps
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Christian Osgood

Christian is the co-founder of The Multifamily Strategy. He started investing at 29 and by the age of 31, he has amassed a total of 200 units through seller financing. Today, Christian and his partner Cody Davis are working together to achieve their goal of helping as many people as possible get into the lucrative world of multifamily real estate investing, so they can leave their 9-5 jobs, achieve financial freedom, and take back control of their lives.

Get in Touch with Christian

• Website: Multifamily Strategy
• YouTube Channel: Cody and Christian - Multifamily Strategy
• Instagram: @christianosgood

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Want to learn more about the profitability and scalability of a land business? Listen to this in-depth discussion with Jon Jasniak that covers subdividing and flipping land, the process from looking to financing and acquiring land deals, and some tips for choosing the best land markets. Don’t miss out on getting tons of knowledge from one of the land investing experts!

Key Points & Relevant Topics

• How Jon got involved in land flipping and investing
• The process and timeframe for subdividing land
• Typical land purchasers and buyers
• Expenses and costs involved in acquiring and flipping land deals
• Important advice for people acquiring land deals from non-disclosure states
• Financing options and terms for larger land deals
• How to scale and expand quickly in the land investing game
• The advantage of utilizing debt and private money in acquiring land deals
• Reasons why bank financing is not a good idea for land flipping
• Insights on land investing in the coming years

Resources & Links

• Land.com
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Jon Jasniak

Jon Jasniak is a land investor and developer who has experience all over Texas. He graduated with an Engineering degree but quickly transferred over to real estate. Most recently, he also purchased and now operates the small, unincorporated town in Texas called Cornudas.

His land business Jaz Land focuses on subdividing rural tracts of land for customers looking to escape the city. He had completed over 8000 acres and 800 land deals since 2016, building an 8-figure land business.

Jon owns several companies all focused on the land and real estate consulting space and manages a small team for day-to-day operations, and runs a coaching program that teaches people how to build their own land business.

Get in Touch with Jon

• Website: https://jonjasniak.com/land
• Facebook: Jon Jasniak
• LinkedIn: Jon Jasniak
• Instagram: @jonjasniak
• YouTube Channel: Jon Jasniak

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Enhance your understanding of how creative financing strategy works in this episode with today’s guest, Micheal Miller. He joins the show to share his expertise and unravel the beauty of this financing approach, its complexity, and unique options for sellers. Deep dive into this conversation if you’re looking for alternatives outside the conventional way and traditional investing methods.

Key Points & Relevant Topics

• The most important thing to look for in a creative financing strategy
• What’s the conversation like in a creative financing deal negotiation
• Creating a win-win solution between you (as a buyer) and the seller
• What “subject-to” means in a creative financing transaction and how it works
• Do banks and mortgages have involvement in taking ownership of properties from a “subject-to” transaction?
• How to properly communicate and make sellers understand the “subject-to” option
• Questions commonly asked by sellers about the “subject-to" solution
• Pitfalls investors must avoid when getting into a creative financing deal

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Micheal Miller

Micheal Miller is a seasoned professional in the real estate industry, specializing in creative finance strategies. With over ten years of experience, he has developed a remarkable skill set that allows him to navigate the complex world of real estate financing with ease and precision.

Known for his innovative thinking and outside-the-box approaches, Micheal has earned a reputation as the go-to person for finding creative solutions to financing challenges. Whether it's securing flexible loan terms, structuring unique seller financing arrangements, or utilizing alternative lending options, Micheal's ability to think creatively has helped numerous clients achieve their real estate goals when conventional methods fell short.

Get in Touch with Micheal

• Mentorship Website: www.dpdealcub.com
• Facebook Private Group: Dead Presidents Club
• Instagram: @justdeadpresidents

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this episode, we're presenting another outstanding guest, the real estate's “Fixed Income GOAT” Nic DeAngelo. With his data-driven analysis of the current market and economic condition and two decades of experience in real estate, you’ll learn the hottest trends in the investing space. Stay tuned as Nic will show us how to think bigger and be different today!

Key Points & Relevant Topics

• Nic’s mentality growing up to think bigger and different
• The impact of being surrounded by people with proven entrepreneurial success on learning how to invest
• What makes the real estate environment today different from the 2008 market crash
• Nic and Saint Investment’s current focus on real estate
• Market trends and insights in the next couple of years
• Things to look for to stay updated with the market trends
• The importance of understanding the effect of economics on real estate

Resources & Links

• https://saintinvestment.com/resources
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Nic DeAngelo

Nic DeAngelo is known as the "Fixed Income GOAT" in real estate circles. With a $206M+ portfolio, he fuses economic foresight and real estate prowess for an exciting and value-driven discussion for podcast audiences.

As CEO/Founder of Saint Investment Group, he leads a veteran team acquiring institutional-grade real estate assets nationwide. Their 20+ state portfolio, 24 projects, and 500+ loans showcase their strategy-driven prowess, with Saint on track to raising $100M+ yearly.

They’ve received praise from high-level podcasters like Hunter Thompson, Tyler Lyons, and Jonathan Cattani with him being the guest on some of their highest-reviewed episodes. Because of his data-driven investing approach, every podcast where he’s featured has invited him back for updates on the compelling economic insights they’ve reviewed on their shows.

Get in Touch with NicWebsite: Saint Investment

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Listen to this episode series with Grant Cardone because we’re now on its last part! Today, we’ll discuss how entrepreneurs can keep the fire burning in their career, Cardone Capital's next goal in real estate, and the power behind the 10X rule. Don’t miss out and watch the part 1 and 2 of this amazing conversation!

Key Points & Relevant Topics

• How to keep yourself grounded and motivated as an entrepreneur
• Grant and Cardone Capital’s next goal to 10x existing real estate assets
• Steps to accomplish your day-to-day plans and goals
• Why do you need to 10x your targets and goals?
• The great impact of real estate investing
• Things you need to know when investing in real estate

Resources & Links

• Apartment Syndication Due Diligence Checklist for Passive Investor
• Book: The 10X Rule: The Only Difference Between Success and Failure by Grant Cardone

Links for Part 1 of this episode

• https://bonavestcapital.com/podcast/sa830-part-1-the-10x-principles-with-grant-cardone/
• https://www.youtube.com/watch?v=FoyBCUwzodk&t=319s
• https://www.buzzsprout.com/1368325/14010234-sa830-part-1-the-10x-principles-with-grant-cardone

Links for Part 2 of this episode

• https://bonavestcapital.com/podcast/sa831-part-2-the-10x-principles-with-grant-cardone/
• https://www.youtube.com/watch?v=YfM_iU6LQi0
• https://www.buzzsprout.com/1368325/14017268-sa831-part-2-the-10x-principles-with-grant-cardone

About Grant Cardone

Grant Cardone owns and operates over seven privately held companies, and a private equity real estate firm, Cardone Capital, with a multifamily portfolio of assets worth over $4 Billion. He is one of the Top Crowdfunders in the world, raising over $1.1 Billion in equity via social media. He is featured on Season 2 of Discovery Channel's Undercover Billionaire, where he takes on the challenge of building a million-dollar business in 90 days. Grant is also a New York Times bestselling author of 11 business books, including The 10X Rule, which led to Cardone establishing the 10X Global Movement and the 10X Growth Conference, now the largest business and entrepreneur conference in the world.

The online business and sales educational platforms he created serve over 450,000 individuals and Forbes 100 clients throughout the world. Voted the top Marketing Influencer to watch by Forbes, Cardone uses his massive 16 million plus following to give back via his Grant Cardone Foundation, a non-profit organization dedicated to mentoring underprivileged and troubled youth in financial literacy.

Get in Touch with GrantWebsite: Cardone Capital

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In part 2 of this episode featuring Grant Cardone, he delves into the principles of the “10X Rule”, critical business and career pitfalls, continuously accumulating wealth during an economic crisis, and what people should know about building networks. Keep tuning in for the last part of this episode, and don’t forget to listen and watch the first part!

Key Points & Relevant Topics

• The reason behind Grant’s “10X Rule”
• Secrets to succeeding in your goals and targets
• Biggest mistakes to avoid in your business career
• Creating wealth in the current status of the real estate market and the economy
• Building networks and connections

Resources & Links

• Apartment Syndication Due Diligence Checklist for Passive Investor
• Book: The 10X Rule: The Only Difference Between Success and Failure by Grant Cardone
• Undercover Billionaire

Links for Part 1 of this episode

• https://bonavestcapital.com/podcast/sa830-part-1-the-10x-principles-with-grant-cardone/
• https://www.youtube.com/watch?v=FoyBCUwzodk&t=319s
• https://www.buzzsprout.com/1368325/14010234-sa830-part-1-the-10x-principles-with-grant-cardone

Links for Part 3 of this episode

• https://bonavestcapital.com/podcast/sa832-part-3-the-10x-principles-with-grant-cardone/
• https://www.youtube.com/watch?v=h-Yrw2hF0Ts
• https://www.buzzsprout.com/1368325/14023628-sa832-part-3-the-10x-principles-with-grant-cardone

About Grant Cardone

Grant Cardone owns and operates over seven privately held companies, and a private equity real estate firm, Cardone Capital, with a multifamily portfolio of assets worth over $4 Billion. He is one of the Top Crowdfunders in the world, raising over $1.1 Billion in equity via social media. He is featured on Season 2 of Discovery Channel's Undercover Billionaire, where he takes on the challenge of building a million-dollar business in 90 days. Grant is also a New York Times bestselling author of 11 business books, including The 10X Rule, which led to Cardone establishing the 10X Global Movement and the 10X Growth Conference, now the largest business and entrepreneur conference in the world.

The online business and sales educational platforms he created serve over 450,000 individuals and Forbes 100 clients throughout the world. Voted the top Marketing Influencer to watch by Forbes, Cardone uses his massive 16 million plus following to give back via his Grant Cardone Foundation, a non-profit organization dedicated to mentoring underprivileged and troubled youth in financial literacy.

Get in Touch with GrantWebsite: Cardone Capital

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Be with us in a three-part episode featuring Grant Cardone, well-known for his 10x philosophy. In the first part of this episode, we’ll talk about his life before success, the transformative choices that shaped his journey, and the factors in achieving his goals and aspirations. Stay tuned for the next part of this conversation!

Key Points & Relevant Topics

• Grant’s life struggles and decisions, battle against drug addiction, and self-esteem issues
• Potential reasons behind people’s drug addiction
• Why do most people quit from achieving their dreams?
• The role of having goals and targets in improving self-confidence
• How to start identifying and working towards your targets and goals

Resources & Links

• Apartment Syndication Due Diligence Checklist for Passive Investor
• Book: The 10X Rule: The Only Difference Between Success and Failure by Grant Cardone

Links for Part 2 of this episode

• https://bonavestcapital.com/podcast/sa831-part-2-the-10x-principles-with-grant-cardone/
• https://www.youtube.com/watch?v=YfM_iU6LQi0
• https://www.buzzsprout.com/1368325/14017268-sa831-part-2-the-10x-principles-with-grant-cardone

Links for Part 3 of this episode

• https://bonavestcapital.com/podcast/sa832-part-3-the-10x-principles-with-grant-cardone/
• https://www.youtube.com/watch?v=h-Yrw2hF0Ts
• https://www.buzzsprout.com/1368325/14023628-sa832-part-3-the-10x-principles-with-grant-cardone

About Grant Cardone

Grant Cardone owns and operates over seven privately held companies, and a private equity real estate firm, Cardone Capital, with a multifamily portfolio of assets worth over $4 Billion. He is one of the Top Crowdfunders in the world, raising over $1.1 Billion in equity via social media. He is featured on Season 2 of Discovery Channel's Undercover Billionaire, where he takes on the challenge of building a million dollar business in 90 days. Grant is also a New York Times bestselling author of 11 business books, including The 10X Rule, which led to Cardone establishing the 10X Global Movement and the 10X Growth Conference, now the largest business and entrepreneur conference in the world.

The online business and sales educational platforms he created serve over 450,000 individuals and Forbes 100 clients throughout the world. Voted the top Marketing Influencer to watch by Forbes, Cardone uses his massive 16 million plus following to give back via his Grant Cardone Foundation, a non-profit organization dedicated to mentoring underprivileged and troubled youth in financial literacy.

Get in Touch with GrantWebsite: Cardone Capital

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Are you seeking relief from the challenges of managing tenants, property issues, and rentals? This episode will give an optimal avenue for passive income and escape from the burdens of being a landlord! Dive in with our guest, Jeff Davis, outlining the benefits of investing in multifamily and being a limited partner in syndication. Your continued support ensures the continuation of enriching discussions on our show, so tune in!

Key Points & Relevant Topics

• How did Jeff get into real estate syndications?
• Challenges of wholesaling or fixing and flipping properties
• The advantage of being a limited partner in a syndication
• Valuable insights on today’s multifamily real estate market and insurance
• What limited partners should consider during the challenging times in the commercial multifamily market
• How to prepare yourself for a possible market downturn

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Jeff Davis

Jeff (The Supply Chain Investor) has been a global sales executive for a Fortune 200 logistics company since 2005 and has been active in Real Estate since 2015. He is an owner/operator of Bridgestone Holdings, LLC maintaining a portfolio of rental properties and fixing and flipping single-family houses in Houston and surrounding areas.

In 2021, Jeff moved into a more strategic arena partnering in 2 large apartment syndications for over 500 units. Since then, Bridgestone has partnered in 4 more syndications and is a JV partner in one more, totaling over 2000 units and over $150M in real estate transactions in 2022. Jeff resides in Spring, TX, with his beautiful wife, Cindy, and their five children.

Get in Touch with JeffWebsite: Bridgestone Capital

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Listen to this inspiring episode with Sterling Griffin and his story of resilience during the most challenging phase of his life. We’ll cover all the struggles he had to overcome in the past and how he found medical real estate to pursue what matters in his life. Don’t overlook the opportunity to learn another passive income strategy and niche in real estate!

Key Points & Relevant Topics

• Sterling’s depression, homelessness, and moving forward in life
• The significance of surrounding yourself with people who will influence you for the better
• How to set yourself apart from most of the investors’ niche and strategy in real estate
• What is Triple Net Lease (NNN) and how it works
• Advantages of investing in medical or healthcare real estate
• How to get the best deals in medical real estate
• The reason why you should work with a good operator

Resources & Links

• Apartment Syndication Due Diligence Checklist for Passive Investor
• School of Greatness Podcast
• Tony Robbins

About Sterling Griffin

Sterling Griffin is an entrepreneur, medical real estate developer, film actor, and producer. Over 7 years ago, Sterling was homeless and became a millionaire with his first company within 2 years. A few years later, he sold that business for multiple 7-figures and started investing in commercial real estate.

In his first full year of investing in commercial real estate, he acquired over $26.5M of properties without investors, and he started with just a $3M net worth using a specific strategy, buying medical real estate development projects. On that money without investors, he made over 40% average annual return.

Now, he’s opening his firm to take capital from investors and invest alongside them for his medical real estate development projects. He’s starring in a film that also stars Anthony Hopkins, which is in production starting mid-December (Unannounced due to the strike).

Get in Touch with Sterling

• LinkedIn: Sterling Griffin
• Newsletter: sterling.blog/subscribe
• Website: Sterling Capital

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Can you generate more money in real estate by impacting people’s lives positively? Know the answer from this episode full of inspiration and values! Today, Brad Chandler joins us to talk about his investing success from rehabbing houses, all the lessons he learned in life, and how you can find genuine happiness, love, and freedom. Reconnect with yourself by tuning in!

Key Points & Relevant Topics

• Brad’s introduction to real estate fixing, flipping, and rehabbing houses and his decision to leave his W2 job
• A valuable advice for someone starting to build a company or a real estate business
• How you should treat home sellers who are in a distressed situation
• What causes a thinking problem and what’s impacting one’s behavior?
• 3 critical things to change your mental state permanently
• Why self-love matters?
• Reconnecting with yourself and building relationships with people around you
• Some insights about the current market situation and in the coming years
• When is the best time to buy real estate, fix and flip houses?

Resources & Links

• Apartment Syndication Due Diligence Checklist for Passive Investor
• Brad’s Joy Regenerator: www.bradchandler.com/joy
• Self-Love Quiz: www.bradchandler.com/quiz
• Podcast: How To Be Happier For Entrepreneurs
• Trello

About Brad Chandler

Brad first got introduced to real estate when he read a book in 9th grade on how to buy houses. In 2002, an investor bought his neighbor's house in Vienna, Virginia, and after talking with the investor, he decided to start Express Homebuyers.

20 years later, Express Homebuyers has bought and sold 4,000 homes across the country and runs primarily without his involvement. Brad's main focus is making an impact on the team members and the clients they serve by providing a customized solution that best addresses the client's individual needs.

In early 2021 he went through a major life transformation and found freedom and happiness through self-love. In 2022, because of the profound shift, he felt obligated to share this path with others and started Brad Chandler Coaching.

Get in Touch with BradWebsite: Brad Chandler / Express Homebuyers

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If you’re looking for a great option to grow your hard-earned cash, listen to this episode with “Nick The Note Guy!” In this conversation, he clearly explains seller financing, mortgage notes, mitigating risks associated with buying notes, and establishing yourself as the bank in the real estate space. Don’t miss out on learning the non-traditional way of generating consistent cash flow!

Key Points & Relevant Topics

• The difference between The Great Recession in 2007-08 and today’s market
• An introduction to seller financing, mortgage notes, and the idea of “becoming the bank” in real estate
• How do you mitigate the risks of being a lien holder or mortgage buyer if something happens to a property?
• The power of understanding how amortization works
• How challenging is it to redo or change a note?
• Advantages of becoming the bank and going from landlord to lienlord
• Having the right people on your side throughout your real estate journey

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Nick Legamaro

Nick Legamaro, also known as “The Note Guy” is the founder of USANotePro.com; an online portal designed for real estate and note investors looking to create, buy, or sell mortgage notes secured by residential real estate.

He has been investing in real estate since 2001. He had bought, fixed, rented, sold, flipped, been a lender on 1000+ properties, and personally looked at over 10,000 deals. Nick loves to teach and show others how to invest in real estate notes as an alternative to the stock market.

Get in Touch with NickWebsite: USA NotePro

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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What drives people from leaving Corporate America for real estate investing? Today, Drew Kniffin shares why he decided to get out of the structured nature of the corporate world, how he started investing in real estate and eventually created a strong partnership that supports his vision and goals in the multifamily syndication space.

Key Points & Relevant Topics

• Drew’s realizations on the corporate world that led him to invest in real estate
• Advantages of having a partnership in real estate investing
• What it’s like having your spouse as an investment partner
• The significance of being intentional and setting your goals when looking for a business partner
• Why consistency is important in multifamily investing

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Drew Kniffin

Drew Kniffin has a corporate finance and real estate investing career that spans two decades.  After finishing graduate school (JD/MBA), Drew was an investment banker providing valuation analysis and preparing small companies for refinance or sale events. 

From there Andrew worked at a Fortune 500 company, where he negotiated and implemented Joint Ventures in Asia, Central America, and South America.  Drew began his real estate career in 2008, focusing on acquiring cash-flowing properties that maintain value throughout the economic cycle. 

Drew is currently a Partner at Nighthawk Equity. In that role, Drew oversees all aspects of investments such as deal prospecting, due diligence, money raising, investor communications, and strategic oversight of the investments from beginning to end. Nighthawk currently oversees $75 million of investor capital and controls in excess of $280 million in assets.

In addition to being an investor, Drew has been featured on multiple podcasts and also mentors aspiring multifamily real estate investors. Drew lives in Seattle, WA with his wife and four tax credits.

Get in Touch with Drew

• Website: Nighthawk Equity
• LinkedIn: Drew Kniffin

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this insightful episode featuring Tim Kelly, gain profound insights about building networks, cultivating knowledge, and educating people. As he speaks in this interview, he’ll walk us through how we went from house hacking residential to commercial multifamily space, grow his network and exposure in the industry, and his current mission to help other people from the military achieve their financial objectives through their education platform.

Key Points & Relevant Topics

• Leveraging VA loans for active duty members and house hacking a single-family home
• Differences between residential and commercial real estate
• 4 things to keep in mind when starting as a commercial real estate investor
• The importance of knowing who you are as an investor and learning from mistakes
• How to identify good deals and partnerships
• Some insights on the current interest rates and market situation

Resources & Links

• Apartment Syndication Due Diligence Checklist for Passive Investor
• BiggerPockets

About Tim Kelly

Tim Kelly recently separated from the US Navy as an active duty Chief Petty Officer. There, he was instructing flight students on water survival, engine systems, leadership, mindset, ethics, and professional development.

His last few years in the Navy, Tim was also aggressively investing in Multifamily real estate projects. Now, as a Senior Managing Partner of Kelly Housing Group, he invests in and syndicates both residential & multifamily properties in the affordable and workforce housing spaces with a focus on apartment communities, mobile home communities, RV parks, and storage facilities.

As VP of Education and co-owner of the online community Active Duty Passive Income (ADPI), he helps other past and present military members on their paths to financial freedom by owning more of America, the land they swore to protect and fight so hard for!

Get in Touch with Tim

• Website: Active Duty Passive Income
• Personal website: Timothy Kelly
• LinkedIn: Tim Kelly
• Facebook: Tim Kelly
• Instagram: @thetimothykelly
• 1 on 1 call with Tim: +1-847-910-9161

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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What more real estate can offer to busy professionals? Have yourself motivated to be more financially secure by hearing Sarah May’s investing journey in this episode. Today, she talks about her entry into the industry while employed as a full-time aerospace engineer, her success as a multifamily passive investor and syndicator, and provides valuable advice on how you can start achieving the same accomplishments.

Key Points & Relevant Topics

• What attracted Sarah to invest in real estate despite having a high-paying W2 job
• The difference between real estate, stocks, and saving for retirement
• Ways to start owning rental properties and real estate investments
• Tips for setting attainable and realistic goals in investing and personal life
• What’s happening in multifamily in today’s changing market?
• How to maintain your investors’ confidence in a shifting real estate environment

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Sarah MaySarah is a former aerospace engineer who decided to start investing in small apartment buildings over 10 years ago and now helps other people invest in real estate by providing them with passive ownership in her company’s real estate purchases. Her company Regency Investment Group currently operates over 1000 apartments in Colorado and Texas. Sarah takes a very hands-on approach to overseeing these investments, and she strives to provide excellent performance with an unrelenting focus on continual improvement, risk mitigation, and clear communication with investors.

Get in Touch with Sarah May

• Website: Regency Investment Group
• LinkedIn: Sarah May
• Facebook: Sarah May

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If anything is holding you back from going to multifamily, you’ll be motivated by this episode with Jimmy Edwards. He joins the show to share what made him realize the better benefits of transitioning from single-family to apartment investing and some advice for investors to grab the best deals in the market. Investing knowledge is a significant factor in your journey and success, so check this out!

Key Points & Relevant Topics

• Reasons why Jimmy shifted from single-family to multifamily apartment investing
• How to successfully jump into larger multifamily deals
• Some factors to consider when finding the right deal
• What multifamily investors can possibly expect in today’s housing market
• The importance of having patience in real estate investing
• What is analysis paralysis in real estate and how to overcome it

Resources & Links

• Apartment Syndication Due Diligence Checklist for Passive Investor
• Who Not How: The Formula to Achieve Bigger Goals by Dan Sullivan and Benjamin Hardy

About Jimmy Edwards

Jimmy Edwards is the co-founder of High Five Multifamily, which is a real estate solutions company that focuses on the acquisition and revitalization of distressed and value add multifamily investment property. Since 2017, High Five Multifamily has bought and sold 868 units and is currently looking for opportunities in the DFW and San Antonio area around 60-250 units.

Jimmy has been an investor since 2011 in both single-family and multifamily properties, has bought and sold over 100 single-family houses, and has purchased six apartment complexes. Located primarily in Texas, we have gone full cycle on four apartment complexes, with an average investment return of 2.63X and 37% IRR.

High Five Multifamily has a passion for real estate investing and specializes in buying and selling properties that need rehabilitation, updating, and TLC. Its acquisitions team is constantly searching for apartments that have been poorly managed, distressed, abandoned, foreclosed, or simply outdated. These conditions can be the perfect opportunity for the right investor. High Five Multifamily provides a quick, easy, and seamless transaction for all parties involved.

Get in Touch with JimmyWebsite: High Five Multifamily

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this episode, Hersh Rai presents a remarkable story of how he diversified his investments and explored various real estate opportunities while being an active Navy officer. Throughout this interview, you’ll learn the art of cultivating connections in expanding your portfolio, transitioning from one asset class to another, and making a partnership work in a complex investing world.

Key Points & Relevant Topics

• What attracted Hersh to invest in real estate while serving in the Navy?
• The importance of communication in owning a multi-unit rental property
• How Hersh diversified his portfolio using VA loans
• What it’s like investing in an asset class for the first time without experience
• The power of real estate in understanding the financial world and building relationships

Resources & Links

• Apartment Syndication Due Diligence Checklist for Passive Investor
• BiggerPockets

About Hersh Rai

Hersh Rai is a Principal at RaiVu. As a Principal, he oversees all business processes and handling of the firm with a focus on acquisitions and investor relations. As an active investor, he heavily invests in commercial multifamily assets, manufactured housing communities, and short-term rentals across the Midwest and Southeast. With any investment, he hopes to improve the quality of life for his residents, provide favorable returns for his investors, and continue to work alongside experienced professionals who share similar visions.

Beyond real estate investing, Hersh is an active-duty naval officer who specializes in meteorology and oceanography. Currently, he is serving at the Joint Typhoon Warning Center based out of Pearl Harbor, HI. When he is not forecasting the weather or investing in real estate, you can find him free diving in the Pacific, hiking along a ridgeline, reading a business-related book, or beating his partner Nick in racquetball.

Hersh holds a dual B.S. in Computer Science and Information Technology from the United States Naval Academy. In addition, he holds a M.S. in Computer and Information Technology from Purdue University. Currently, RaiVu operates across 3 states with over 130 units in excess of $5MM.

Get in Touch with Hersh

• Website: RaiVu
• LinkedIn: Hersh Rai

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today’s guest Keith Borie shares his remarkable transition from a real estate agent to a thriving investor. We’ll delve into his resilience in reconstructing his investment portfolio amidst adversities and shifting lifestyle and career path. Tune in for another reason to start investing in real estate!

Key Points & Relevant Topics

• What made Keith decide to enter the real estate business at an early age
• Is it necessary to begin as a real estate agent before investing?
• The power of patience when making an offer for a deal
• How important it is to have consistent income while rebuilding an investment portfolio
• Option Period: What it means in the Texas market and how it works

Resources & Links

• Free Elite Habit Tracker: https://bobocapitalventures.activehosted.com/f/5
• Keith Borie’s Podcast: The Wealth Flow
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Keith Borie

Keith started his real estate investing back in 2005 with a simple residential rental but has invested in an office building, multifamily, mobile home parks, home flipping, and short-term vacation rentals.

Keith balances his real estate companies / investing while being a full-time W2 Sales Director. In his W2, he manages a top-performing sales team of 11 sales managers and 41 sales associates. Keith’s real estate brokerage has 13 active agents with 1 designed manager / business partner allowing his team to represent buyers, investors, and sellers of both commercial and residential real estate. Keith and a partner also own a home flipping company focused on flips in the San Antonio, TX market. Bobo Capital Ventures is Keith’s real estate investment company focused on affordable housing in both the mobile home park and multifamily space.

Keith has seen the power of what real estate can do to a family’s wealth creation and has a passion for sharing these opportunities with busy business professionals who want to invest passively as part of growing their retirement and net worth growth strategies.

Get in Touch with Keith

• Website: Bobo Capital Ventures
• LinkedIn: Keith Borie
• Instagram: @keithborie_

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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If you think of investing in commercial real estate, don’t miss this informative conversation with Jaideep Chadha. This episode talks about StackSource and its instrumental role in facilitating commercial investors acquire deals and the value of collaborating with a loan broker. Expand your understanding of deal financing by tuning in today!

Key Points & Relevant Topics

• Why do people prefer to work with loan brokers instead of going directly to banks or lenders?
• The process, fees, and expectations involved in working with StackSource
• How do loan brokers take advantage of the market’s volatility?
• Disadvantages of overleveraging
• How deal underwriting works with StackSource
• The importance of having a good conversation and knowing sellers’ and buyers’ motivation
• An essential piece of advice for investors who want to start in commercial real estate

Resources & LinksApartment Syndication Due Diligence Checklist for Passive Investor

About Jaideep Chadha

Jaideep is an entrepreneur and problem solver. As a Director, Jaideep is able to assess commercial real estate deals and recommend ideal financing solutions for clients across the country. He has a wide range of experience in management consulting, risk management, financial analysis, and modeling out commercial real estate investments prior to joining Stack Source.

His most recent role was at Crowe as a Business Operations and Strategy Consultant. Jaideep holds a BSc. Business Administration degree from University of Southern California (USC) and an MBA at Colorado State University. Jaideep has served as the Board Treasurer for Aurora Cultural Arts District (ACAD), Board Member of the USC Alumni Real Estate Network (AREN), President of the USC Young Alumni Council, and on the USC Board of Governors.

Get in Touch with Jaideep

• Website: Inner Circle Capital / StackSource
• Email: jaideep@stacksource.com
• LinkedIn: Jaideep Chadha
• Phone: 484-868-8383

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Today, we’ll elucidate the connection of housing supply and demand with the increasing prominence and the potential of the mobile home park in the investing business, what makes it exceptional compared to well-established asset classes, and more you need to know to maximize its profit-generating capabilities. Explore more possibilities in this episode!

Key Points & Relevant Topics

• What makes mobile home parks competitive and resilient in the current housing market?
• How mobile home parks work for renters and investors
• Main challenges of raising rent for mobile home parks
• Increasing revenue and cash flow from mobile home parks while giving value to the community
• The biggest problem involved in dealing with tenants and people leasing mobile home parks

Resources & Links

• Apartment Syndication Due Diligence Checklist for Passive Investor
• Podcast: Accredited Investor / Ultra High Net Worth

About Jonathan Tuttle

Jonathan is the Fund Manager at Midwest Park Capital which is a private real estate investment firm providing select and approved accredited investors with exclusive access to high yield investment in the mobile home park. Midwest Park Capital was selected as one of 45 Best Startups Founded in Illinois 2020 & 101 Top Commercial Companies and Startups of 2021.

Jonathan is also the Founding Director of the digital marketing and consulting agency, Revenue Ascend which was selected as one of Chicago’s most inspiring stories by Chicago Voyage Magazine. Recently, Jonathan was selected as a contributor to Forbes Magazine in the Forbes real estate council. Jonathan was selected by Habitat for Humanity Youth Board as one of the top social media influencers in Chicago.

In his spare time, Jonathan gives back to local charities and has sat on numerous Board of Directors to 100% nonprofits. Jonathan, through Revenue Ascend is looking to give away 4-7 free college HVAC technician scholarships. In addition to Founding the Brownie Bash, which is his annual fundraiser and adoption event to help homeless dogs to find forever homes.

Get in Touch with JonathanWebsite: Midwest Park Capital / The Mobile Home Wealth Academy

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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In this interview with Justin, he covers the strategic approaches he has employed in multifamily investing that led to where he is today in the real estate business. Don’t miss out on this episode focusing on scaling and expanding a multifamily apartment portfolio, securing capital for large deals, and the potential of the Wisconsin market over the coming years.

Key Points & Relevant Topics

• How did Justin get his first deal and what made him jump into larger multifamily investing?
• Effective ways to scale a real estate portfolio and build your credibility with lenders
• Repositioning deals and investment properties
• What makes Wisconsin a good investment market?
• How to prepare yourself for a potential market downturn
• The purpose of Justin’s book ‘The Sure Thing - Build Wealth in Real Estate’

Resources & Links

• Rich Dad Poor Dad by Robert T. Kiyosaki - Audiobook & Mass Paperback
• The Sure Thing - Build Wealth in Real Estate
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Justin Spaulding

Justin is an entrepreneur, businessman, author, Co-Founder of SG Realty, Co-Founder of Mixed Animal Veterinary Associates North America (MAVANA), and Co-Founder of MyPetDoc. Justin is a 2x inductee of the University of Dubuque Athletic Hall of Fame. He is the CEO of Spaulding Group, an operating entity that operates 2,100 apartments, & multiple private equity investments for accredited individuals & family offices.

He has completed more than $369 million of real estate investment transactions. Justin has raised more than $70 million of 3rd party investor funds from family offices and individuals - all of which have been successfully invested into cash-flow-producing real estate. He has successfully gone full cycle on 4 portfolios & 12 properties. In 2022 alone, he successfully raised $33,700,000 of investor equity to acquire $95,000,000 worth of real estate including 880 multifamily apartment units. Justin bought his first real estate investment in 2013.

In addition, Justin has helped other individuals build their own portfolios & close on over $85,000,000 worth of cash flow-producing real estate through Multifamily Wealth Mastery: his coaching, online course & mastermind programs. He is the author of "The Sure Thing - Build Wealth In Real Estate", which is his personal memoir.

Get in Touch with Justin

• Website: Spaulding Group
• Instagram: @justinspaulding
• Email: justin@spauldinggroup.com

To Connect With Us

Please visit our website www.bonavestcapital.com and click here to leave a rating and written review!

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Do you want to increase your passive income? Today, Dr. Vanessa Peters addresses the most frequently asked questions in real estate investing. So whether you're a busy professional or someone who wants to start investing in hard assets, you’ll surely learn a thing or two when you watch this episode!

Key Takeaways to Listen for

• The questions you need to ask when vetting a real estate operator
• What is considered conservative underwriting in today’s market
• Things you should know about investment diversification
• Is land a good real estate asset class?
• Keys for successful site selection and land entitlement

Resources Mentioned in This Episode

• The Busy Professional’s Guide to Passive RealEstate Investing by Vanessa Peters, MD | Kindle and Paperback
• BiggerPockets
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Dr. Vanessa PetersDr. Vanessa Peters is the founder of VMD Investing and has been investing in real estate for 15 years in various asset classes. She is passionate about helping busy professionals build wealth through passive, income-producing real estate that provides attractive returns and a proven roadmap to financial freedom.

She is the author of The Busy Professional’s Guide to Passive Real Estate Investing: A physician’s path to building wealth, creating financial freedom, and leaving a legacy. Dr. Peters is a Family Physician and Chief Medical Officer for Palomar Health Medical Group in North San Diego County.

Connect with Dr. VanessaWebsite: VMD Investing

To Connect With Us
Please visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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In the grand symphony of real estate and family, Brett and Robin Binkley, a dynamic couple, masterfully harmonize work-life balance. Join us as we discuss coaching, asset security, and the impact of women in the industry. Gain valuable insights and discover their journey in orchestrating unity in real estate investing!

Key Takeaways to Listen for

• A strategic approach to convince potential business partners
• Expert tips on how to achieve a work-life balance
• The life-changing power of being a real estate coach
• How to make an impact in RE investing as a woman
• Insightful advice on properly managing your RE portfolios

Resources Mentioned in This Episode

• Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle and Paperback
• Cashflow Quadrant by Robert T. Kiyosaki | Kindle and Paperback
• Airbnb
• Next Level Your Life by Kyle Wilson, Tom Ziglar, Simon T. Bailey, Robert Helms, TC Cummings, and Moe Rock | Paperback and Hardcover
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Brett Binkley and Robin BinkleyBrett is the CEO of Real Equity Investment Partners and one of its founding members. For years, Brett has diligently helped his clients discover various investment properties and shared advice on real asset investing for tax savings, prosperity, passive income, and generational wealth. Together with his wife, Robin, they work tirelessly to help people optimize their portfolios by unlocking trapped equity, advanced tax strategy planning, diversification, and maximizing returns.

Robin is the Co-Founder of Real Equity Investment Partners. Robin has a diverse background in healthcare administration after spending 24 years working as a nursing home administrator and in the healthcare field for almost 30 years. Robin’s passion for real estate was realized in the early 1990s, but it was not until 2018 that Robin made her first real estate investment.

Connect with Brett and Robin

• Website: Real Equity Investment Partners
• Podcast: Ladies Kicking Assets

To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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Unlock the potential of distressed assets and turn them into lucrative opportunities in this episode as we dive deep into the key aspects of acquiring non-performing notes and how to succeed in this niche market with Scott Carson. Tune in to get started on the path to success and profit today!

Key Takeaways to Listen for

• The process of acquiring non-performing notes
• How to negotiate distressed notes and the steps in closing these deals
• Valuable insights on the influx of distressed notes in the market
• What is the investor's role when buying distressed notes?
• The importance of having patience in the real estate industry

Resources Mentioned in This Episode

• MLS.com
• LinkedIn
• Apartment Syndication Due Diligence Checklist for Passive Investor

If you’re interested in exploring non-performing notes but unsure where to begin, just visit https://noteweekend.com/ to access valuable insights and practical guidance from Scott for FREE!

About Scott CarsonScott (aka “the Note Guy”) has been an active real estate investor and entrepreneur since 2002, focusing on the niche of distressed mortgage notes. Since 2008, he has purchased over $1 Billion in distressed notes on residential and commercial properties all across the country.

He has helped thousands of real estate investors and entrepreneurs create wealth through his classes, helping his students close thousands of deals. He also hosts the podcast, the Note Closers Show Podcast. An avid sports fan, he spends his free time traveling, gardening, and making memories.

Connect with Scott

• Website: Note Weekend
• Podcast: The Note Closers Show Podcast Scott Carson
• YouTube: We Close Notes

To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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Learn to invest in alternative investments in today’s episode with Dave Wolcott. Don’t miss this invaluable opportunity to enhance your financial skills and wealth-building skills. Make sure to tune in!

Key Takeaways to Listen for

• How to calculate your net worth with a simple equation
• Benefits of investing in the energy sector
• What are wealth destroyers and how to avoid them
• Examples of effective asset repositioning for increasing returns
• Importance of building massive passive income

Resources Mentioned in This Episode

• Holistic Wealth Strategy
• The Holistic Wealth Strategy by David Wolcott | Paperback
• Amazon
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Dave WolcottA serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money but freedom of purpose, time, and relationship.

Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market. Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.

Connect with Dave

• Website: Pantheon Investments
• Podcast: Wealth Strategy Secrets of the Ultra Wealthy Podcast

To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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Join us for an exclusive episode featuring real estate expert Gabe Petersen's comprehensive discussion of today's real estate market challenges. Master skills in seller financing negotiation and structure real estate transactions when you tune in!

Key Takeaways to Listen for

• Downsides in consulting, drop shipping, and the lack of networking
• Current RE market challenges and advantages of seller financing
• Strategies to narrow down your list of potential property deals
• How an expert in seller financing negotiates deals
• A standard deal structure for selling properties

Resources Mentioned in This Episode

• Facebook
• Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle and Paperback
• HGTV
• Lead Sherpa
• BatchDialer
• Reonomy
• Crexi.com
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Gabe PetersenGabe started his career as a management consultant for Fortune 500 companies in Seattle, WA, but realized the corporate world did not fit the vision he had for his life. Once he bought his first broken-down triplex in Tacoma, WA, he was hooked on real estate. He now owns and operates Kaizen Properties, buying and repositioning commercial real estate across the US, focusing on self-storage, mobile home or long-term stay RV parks, and industrial properties. Gabe is also the host of The RealEstate Investing Club podcast, so be sure to say hi to him there.

Connect with Gabe

• Website: The Real Estate Investing Club | Kaizen Properties
• Podcast: The Real Estate Investing Club | Apple Podcast and Spotify
• Email: gabe@therealestateinvestingclub.com

To Connect With Us
Please visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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In this episode, accessory dwelling units developer Derek Sherrell takes us through the varied classes of ADU, sheds light on conquering hurdles in development, and shares expert insights on securing funding for these valuable assets. Get ready to unlock the secrets to a profitable ADU venture by listening!

Key Takeaways to Listen for

• Accessory dwelling units: It’s 3 classes and which is most profitable
• Biggest hurdles in developing ADUs and tips to overcome them
• Strategies on how to deal with privacy concerns for landlords
• Internal conversion ADU vs. standalone ADU
• Local funding sources for your ADU development projects

Resources Mentioned in This Episode

• Craigslist
• Facebook Marketplace
• Zillow
• Apartments.com
• Trulia
• RenoFi
• Redwood Credit Union
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Derek SherrellDerek is a real estate investor, ADU developer, and endurance athlete with over 25 years of experience in the building/development trade. Today, Derek consults with homeowners and investors on planning, designing, financing, building, and holding affordable ADUs. After years of research and development, Derek founded ThatADUGuy.com. He is recognized as a national ADU expert, a guest speaker for large and small events, and featured on BiggerPockets, One Rental At A Time, The IntelligentInvestor, and many other top REI education platforms.

Connect with Derek

• Website: That ADU Guy
• YouTube: That ADU Guy
• Instagram: @thataduguy

To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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Today, we have an exceptional opportunity to delve into multifamily investing with syndicator Dawn Keller. Learn tips on how you can improve your underwriting skills and address common fears that often hold investors back. Keep your ears open to kickstart your journey in multifamily investing!

Key Takeaways to Listen for

• Advantages of investing in multifamily as a passive investor
• Expert tips on how to overcome fears in real estate investing
• Things you should assess in a sponsor
• Why real estate might be a good first investment for beginners
• Ways to improve your knowledge and skills in underwriting

Resources Mentioned in This Episode

• HGTV
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Dawn KellerDawn is a multifamily investor and Divine Equity LLC dba Crown Capital Multifamily owner. Since 2019, she has invested in almost 600 units in Dallas-Fort Worth. In her 22-year career in sales and asset management, Dawn has extensive experience negotiating with multi-billion dollar companies and expertise in underwriting. In 2021, she joined the elite Millionaire Multifamily Mastermind. Dawn graduated magna cum laude from the University of North Texas and lived in Dallas with her husband, Jason. Dawn’s passion is helping others invest in real estate to grow wealth and create a more meaningful, fulfilling life.

Connect with DawnWebsite: Crown Multifamily

To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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In this episode, Mike Kaeding reveals his unconventional yet highly effective business strategies that paved his path to success. Tune in to hear about how he spearheads a groundbreaking revolution in the construction industry plus his inspiring journey of entrepreneurial innovation and social impact.

Key Takeaways to Listen for

• Best business practices entrepreneurs should remember
• Top recruitment strategies for hiring the best employees
• What is the mission of Norhart?
• Creative solutions for bridging the financial gap in construction
• Why it’s a good time to develop properties in 2024

Resources Mentioned in This Episode

• Harvard
• Netflix
• The Batman
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Mike KaedingMike is a 200 million dollar residential real estate developer solving the US housing affordability crisis. He is the CEO of Norhart - a company that designs, builds, and rents apartments.

Mike’s parents started their family business. However, just a few years after joining the business, Mike’s father unexpectedly passed away. Then, Mike had to take over. He struggled at first but eventually found the pull-through. With a mission to solve South America’s housing shortage, Mike now leads the company in transforming how apartments are built and managed. And in doing so, we will improve the way we all live.

Connect with Mike

• Website: Norhart
• Podcast: Zero to Unicorn on Apple Podcasts

To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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Do you want to learn how to harness the potential of real estate to establish a consistent and dependable income stream? Join Bill Hamel as he reveals strategies for transforming your network into a valuable asset, helping you outpace financial uncertainties. Tune in now!

Key Takeaways to Listen for

• Key performance indicators you should focus on to manage properties correctly
• What are the criteria of a good real estate deal?
• Importance of starting a customer relations database early
• Strategies and advice to minimize investment risk in today’s market
• Why you should be cautious in underwriting deals and buying properties

Resources Mentioned in This Episode

• Nothing Down for the 90’s by Robert G. Allen | Hardcover
• MLS.com
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Bill HamelBill is a full-time multifamily investor, real estate broker, and founder of Hamel Real Estate. He is an expert at deal selection, apartment rehab, and value-added opportunities. Bill has a vast knowledge of deal flow, creative financing, and property management, ensuring a routine process of finding, funding, and managing multifamily apartments. He is passionate about sharing his successes and failures with other real estate investors. Outside the real estate space, Bill has an impressive background in Ironman and marathon races.

Connect with BillWebsite: Collecting Real Estate | Hamel Real Estate

To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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We’re glad to have Adam Gower back on the show to discuss the crucial role effective communication plays in surviving and thriving in today’s RE market. Whether you're a seasoned investor or new to the game, this episode offers valuable insights to elevate your real estate ventures!

Key Takeaways to Listen for

• How conversations about real estate investing have changed in today’s market
• Importance of effective communication in raising capital
• What's the worst outcome when you can't maintain a good relationship with your investors?
• Effective strategies for successful investor communication
• What do limited partners expect to hear from sponsors?

Resources Mentioned in This Episode

• SA114 | Educating Passive Investors Through Crowdfunding with Adam Gower
• Real Estate Capital Calls and RESCUE Capital by Adam Gower, Ph.D. | Paperback
• Facebook
• Apartment Syndication Due Diligence Checklist for Passive Investor

Do you want to have a weekly source of information, education, and opportunities focused exclusively on the real estate crowdfunding and syndication world? Go to https://gowercrowd.com/subscribe to sign up for FREE access to The GowerCrowd Newsletter!

About Adam GowerAdam is a 30+ year real estate veteran with over $1.5 billion of CRE investment and finance experience who today builds digital marketing systems for real estate professionals who want to raise equity capital online, and he has taught over 4,500 individuals how to build wealth, preserve capital, and earn passive income from investing in real estate. He has over $7 billion of experience transacting distressed real estate for major institutions and banks.

Connect with AdamWebsite: GowerCrowd

To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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Uncover the keys to making your business thrive, even during economic downturns, with Patrick Grimes as he shares strategies for identifying motivated sellers and securing highly profitable properties. Join us and learn how to supercharge your business and make the most of your financial resources today.

Key Takeaways to Listen for

• Why you should start investing in multifamily real estate
• Recessionary acquisition fund: What it is and the advantages of having one
• Key criteria for buying properties from distressed sellers
• How investors benefit from a recessionary income fund
• Strategies to efficiently find deals from distressed owners

Resources Mentioned in This Episode

• TIGER 21
• How Multifamily Syndications Can Protect Your Assets Better Than Single-Family Homes
• Intel
• Tesla
• Lockheed Martin
• Abbott
• How Multifamily Syndications Beat Single Family For Accelerating Retirement
• Apartment Syndication Due Diligence Checklist for Passive Investor

Download the Passive Investor Guide at https://investonmainstreet.com/passive-investor-guide/ to learn how you can receive tax-advantaged cash flow, limited exposure to market volatility, and returns hedged against inflation.

Request a copy of Patrick Grimes's book Persistence, Pivots and Game Changers, Turning Challenges Into Opportunities when you check out www.passiveinvestingmastery.com/book.

About Patrick GrimesPatrick is the CEO and founder of Passive Investing Mastery and Invest On Main Street. His real estate portfolio, valued at over $600 million, includes 5,000 units in the southeastern United States and Texas. Since 2007, Patrick has been actively involved in real estate investment, specializing in purchasing, renovating, and stabilizing distressed assets to generate long-term cash flow for investors. Additionally, his expertise in real estate has led to his induction into the Forbes Real Estate Council and co-authoring the Amazon #1 best-selling book, "Persistence, Pivots and Game Changers, Turning Challenges Into Opportunities."

Connect with PatrickWebsite: Invest on Main Street | Passive Investing Mastery

To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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Explore the multifaceted world of real estate investing with Ben Leybovich as he sheds light on the importance of having a growth mindset in the business. Understand the intricacies of using financial tools and the various factors to make informed investment decisions by listening until the end of the episode.

Key Takeaways to Listen for

• Why real estate investing is not for everyone
• Importance of embracing a growth mindset for real estate success
• Is now a good time to invest?
• What you need to be asking yourself before investing in today’s market
• How to protect your assets against market downturns

Resources Mentioned in This Episode

• BiggerPockets Real Estate Podcast | Apple Podcast
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Ben LeybovichBen is a principal of both WhiteHaven and WhiteHaven Construction. He oversees new acquisitions, asset management, and investor relations. Since 2006, he has been a principal in full-cycle transactions totaling $250M. Ben attended the University of Cincinnati for both undergraduate and graduate studies. He has been a guest on over a dozen real estate-related podcasts, was featured on the cover of REI Wealth Monthly, is a public speaker at events across the country, and is a published author.

Connect with Ben

• Website: WhiteHaven
• Blog: Ben Leybovich | BiggerPockets
• Facebook: Ben Leybovich
• Email: ben@whitehaven.com

To Connect With Us
Please visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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Join real estate expert Ralph DiBugnara in this discussion about strategies, insights, and lessons on thriving in the short-term and long-term rental business. Keep listening and learn how to diversify your portfolio by utilizing top-notch resources to supercharge your real estate journey!

Key Takeaways to Listen for

• Investment challenges and life-changing lessons during the 2008 recession
• Why it’s essential to have an exit strategy
• Strategies for diversifying your real estate portfolio
• Top real estate markets for long-term and short-term rentals
• An easy 3-step process to find the right short-term rental market for you

Resources Mentioned in This Episode

• Airbnb
• AirDNA
• The Growth Trap by Ralph DiBugnara | Kindle and Paperback
• The Disruptors Network
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Ralph DiBugnaraRalph is a real estate expert who leads Home Qualified, a digital hub for millennials in real estate and serves as Vice President at Cardinal Financial, a major mortgage loan company with $28 billion in closed loans. He’s also the author of the book “The Growth Trap.”

Connect with Ralph

• Website: Luceina Luxury Homes | Ralph DiBugnara
• Instagram: @dibug

To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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Achieve your passive investing goals faster with Steve Arneson as he shares tips, tools, and resources to help you start your real estate investing journey. Learn the best ways to form strategic partnerships and collaborations by tuning in to this episode.

Key Takeaways to Listen for

• Useful tips for new real estate investors in today’s market
• Criteria RE investors should use in vetting real estate sponsors
• What you need to know about real estate investing in Canada
• The Synergy Mastermind: What it is and the advantages of joining it
• Benefits of networking and referrals

Resources Mentioned in This Episode

• Discord
• Thrive: Make Money Matter
• Urban Development Institute
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Steve ArnesonSteve was born, raised, has lived, and invested in Victoria, BC, Canada. He has a sales and international business development career and has traveled to 29 countries. He made his first investment in 2012, purchased over 35 properties, and raised over 20 million USD. Steve has invested in Airbnb, income-generating properties, multifamily, development projects, and more. He is also the founder of Synergy Mastermind and The Reinvestors.

Connect with Steve

• Website: Synergy Mastermind | The Reinvestors
• Instagram: @steve_arneson

To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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There are a lot of variables to analyze before investing in your next real estate deal, so we’re narrowing it down for you in this episode with Siva Venugopalan. Join us as he shares his years of experience scaling his company using practical methods to predict market downturns, secure his business’s success, and how you can do the same.

Key Takeaways to Listen for

• A simple way to uncover the hidden value of properties and markets
• An analysis of the future of multifamily, stocks, and office space
• Difficulties of investing in multifamily in today’s market and how to solve them
• The benefits of owning real estate properties
• Expert advice on how to find the right operator to invest with

Resources Mentioned in This EpisodeApartment Syndication Due Diligence Checklist for Passive Investor

About Siva VenugopalanSiva is the president and principal engineer of Siva Corrosion Services, Inc. and a member of Tau-Beta-Pi Engineering Honor. As a real estate investor, he started investing in fix and flips and acquired a portfolio of single-family residences. He moved into the multifamily space for efficiency and better scaling and has supported there for over five years.

He has extensive experience in underwriting, market research, acquisitions, due diligence, and asset management. He focuses on finding and acquiring stable, income-producing opportunities in emerging US markets, producing high-yield passive cashflow and long-term capital appreciation through strategic acquisitions and skilled asset management.

Connect with Siva

• Website: Siva Corrosion Services, Inc.
• Email: siva6418@gmail.com

To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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Join David Lecko as he shares his journey of transitioning from being a W2 employee to achieving financial freedom through driving for dollars in acquiring his rental properties. Discover the creative strategies he utilized and the lessons he learned in real estate investing. Tune in!

Key Takeaways to Listen for

• The importance of consistency in achieving success in real estate
• Valuable lessons from David’s first real estate deal
• An innovative strategy to build your portfolio for new investors
• DealMachine: What it is, how it started, and how it works
• Why you shouldn’t time the real estate market

Resources Mentioned in This Episode

• Zillow
• Thumbtack
• Venmo
• 99Designs
• DealMachine for Real Estate | Google Play and App Store
• Apartment Syndication Due Diligence Checklist for Passive Investor

About David LeckoDavid is a real estate investor living in Austin, TX and investing in Indianapolis, IN. David started his REI journey with just $7,000. Now, he has a portfolio of 10 rental properties that generate $179,000 in annual rental income and are worth $1.9M.

His investment strategy centers around the BRRRR method, and he finds his leads by driving for dollars. David also co-hosts the DealMachine Real Estate Investing Podcast, which helps listeners start their journey to financial freedom through real estate. When he’s not making deals, you might find David surfing, doing laps on the racetrack, or hanging out with his cats, George and Winston.

Connect with David

• Website: DealMachine
• Podcast: The DealMachine Real Estate Investing Podcast
• Instagram: @dlecko

To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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Earn higher income without taking on the extra work required to communicate with guests, cleanings, and check-ins in our 800th episode featuring Matt Floyd and Craig Gerulski. So, dial in to learn how to maximize the profit for short-term vacation rentals!

Key Takeaways to Listen for

• Benefits of investing in vacation rentals
• Essential elements of a successful business partnership
• Things new short-term rental investors should look for before investing
• The 3 investing models for vacation rentals
• Actionable tips to invest in good markets and expand your network

Resources Mentioned in This Episode

• Rich Dad Poor Dad by Robert T. Kiyosaki | Kindle and Paperback
• Zillow
• Airbnb
• SAP
• Crexi
• LoopNet
• AirDNA
• STR Insights
• Short Term Rental Secrets Podcast | Apple Podcast and Spotify
• YouTube link: Sean Rakidzich
• Apartment Syndication Due Diligence Checklist for Passive Investor

About Matt Floyd and Craig GerulskiMatt started investing remotely in multifamily properties in Wisconsin in 2018. Since then, he's focused on growing a short-term rental portfolio with 7properties in Nashville, Scottsdale, Wisconsin, and San Diego. Leveraging that operational experience, he partnered with Craig to launch a property management business at the end of 2019. They have built a 7 figure business and plan to leverage their expertise to acquire hotels nationwide.

Craig founded his short-term rental business and 3X his salary with the cash flow from his rentals in just three years. He owns six short-term rental properties in San Diego, Nashville, and Scottsdale. He focuses on expanding his short-term rental portfolio, taking on new management clients, and purchasing a boutique hotel by the end of the year.

Connect with Matt and Craig

• Website: Stay Classy Home
• Email: partner@stayclassyhomes.com

To Connect With UsPlease visit our website: www.bonavestcapital.com, and please click here, to leave a rating and review!

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