Premium Cashflow Podcast: Recent Episodes
Sakar Kawle
A podcast for entreprenuers, investors and aspiring young professionals looking to grow their vision and adopt best practices. Each week Sakar Kawle interviews esteemed experts, industry leaders and entreprenuers in the real estate field sharing their experiences, best practices about how to grow wealth, achieve financial freedom and scale businesses. Sakar Kawle came with no money to US in 1997 to study MS at Clemson University and now owns well over 200 houses and apartments worth 40mil and has controlling interest in 100mil worth of multifamily assets. With sheer grit and determination, Sakar scaled his business methodically and has done thousands of high-quality renovations and value-add projects over time. They own and manage their entire portfolio using their inhouse internal property management company, keeping occupancies up at a record high levels.
He has focused the past 9 years of his professional life on real estate investment. This started locally in Canada, and moved quickly into the US markets as the opportunities for great investments presented themselves. This was a right hand turn his my career. He spent the first 25 years of his career in the high tech industry. His past roles include, Vice President of Engineering at Wavesat, a developer of chips for wireless networks, and Chief Technical Officer at Applied Micro Circuits Corporation, a Silicon Valley based public company that develops processors for use in numerous consumer products including televisions and gaming. He was founder and Chief Operating Officer at Somerset Technologies. He also held several senior roles in marketing and engineering with Tundra Semiconductor. He started his career at Bell Northern Research and Nortel where he designed chips that were used to control the telephone network. For approximately a decade, 54% of the phone calls in North America were routed by a chip that he designed.
After 12 years as a Licensed Professional (PE) Civil/Industrial Engineer, He fired the boss and began to focus 100% of my time on my investing and helping others in my Passive Investor Accelerator & Mastermind.
He began investing in 2009 in rainy Seattle, being a ramen eating cheapo he was able to buy a property early right after college. After discovering the difference between ‘Cashflow Investing’ and ‘appreciation investing (gambling/speculating)’… He moved his portfolio into 11 single family rentals in Birmingham, Atlanta, Indianapolis, and Pennsylvania. Today, he is investing in syndications which invest in Class C & B Multi-Family Apartment, RV Parks, mobile homes, and assisted living facilities because of this Nation’s demand for affordable housing – not rich people Class-A assets. His mission is to help regular people into good deals that were once only accessible to the rich. The passive income from investing in stabilized rental properties made it possible for him to move back home to Hawaii where the cost of paradise is 10%+ cost of living and -30% less pay for comparable jobs in the US mainland. There he was able to live a lifestyle where I was able to bike to work. It did not take him long however to finally quit the day job and ditch the e-bike for a Mercedes.
He started out in the United States. He was born in India, so he came here at the age of 22. He went to the University of Alabama and got his Master’s degree in Electrical Engineering. He couldn’t land a job in electrical engineering, so he settled for IT. He worked for companies like ADP, T-Mobile, Pepsi Co. His last employment was with the Bank of America. He was with them for six years. For fourteen years, He worked in corporate IT. July 16th, 2018 was when he resigned from his IT job and started doing this full-time. He did start my real estate career back in 2007 with single-family homes. He bought about twenty single-family homes, all with his own money, over a period of three, four years. He still has about half of them and in the process of selling them as the tenants move out because his focus is 110% on multifamily. He’s no longer on single-family. He started single-families in 2007 all the way into 2015. 2016 was when he started multifamily. He is doing this all alongside his day job. 2016 is when he syndicated his first property along with my business partner, Ramana, and after that they did nine more. It finally brought them where they are now.
David Lindahl, who also goes by Dave, is a real estate coach who started out with no real estate experience and became a multi-millionaire in real estate within three years. Dave and his team from Creative Success Alliance offers coaching for those who are ready and impatient enough to make their own real estate business explode. Dave was born in Abington, Massachusetts in 1963. Surprisingly he started out as a rock-band singer and struggling landscaper with no experience in construction. During a winter in Boston, when there was no landscaping work to do, Dave accepted an opportunity to renovate a foreclosed house for a local bank. After completing one, he did another and soon enough he started to buy and hold commercial properties and other types of real estate for himself. Over the next 21 years, he has owned or been a partner of 11 businesses in both the “bricks and mortar” and the information-marketing variety and his info-products business quickly became a seven-figure second income. He also teaches people on how to grow a successful online business. David has been featured in different magazines and media such as Reader’s Digest, Creative Real Estate Lifestyles, AOL and Kiplinger Magazine. He has written two #1 bestselling books, Emerging Real Estate Markets, and Multi-Family Millions. He also has an E-book PDF called Real Estate Investing.
Chris Grenzig focuses on managing, sourcing, evaluating, and acquiring new assets for Toro’s Multifamily Portfolio. Also, he contributes substantially to capital raising, negotiating joint ventures, financings, and dispositions. Chris has been with Toro since 2016 and has contributed to over 2600 units acquired worth over $155 mil.
Before joining Toro Real Estate Partners, Chris worked in finance at a small boutique firm in Rockville Centre, NY. Chris graduated Hofstra University where he earned his Bachelor’s in Business Management, and played Division 1 soccer for 4 years on scholarship.
Jerome Myers (a/k/a “J”) is a developer of people and places. He is the founder and Chief Inspiration Officer of Dream Catchers and The Myers Development Group.
Through these entities he gets to live out his childhood dreams of helping people manifest the things they imagine and create social proof that dreams should be real.
Since leaving corporate America after building a 20MM division, J has become one of the most sought after thought leaders in the multifamily development space. His company, The Myers Development Group, built a multi-million-dollar portfolio following the principles of Myers Methods.
This success has led to him being featured on top podcasts such as Best Real Estate Investing Advice Ever with Joe Fairless, Apartment Investing with Michael Blank, Multifamily Investor Nation with Dan Hanford, Target Market Insights with John Casmon, and at least two dozen others.
Although he’s often told that he makes investing look easy, the people closest to him know the road wasn’t without challenges. So, he created Myers Methods, a real estate education company, to dispel many of the myths related to the industry and educate investors on his 4-step process to owning and operating apartments.
Mauricio Ramos and Adrian Salazar are from Texas and both have a background with de’ Medici Group and Optimum Buyers respectively. Adrian Salazar started in real estate when he was just 17 years old and Mauricio Ramos, Adrian’s partner who had worked as Civil Engineer in construction for 10 years before getting introduced into real estate by Adrian. Their team purchases apartment buildings in emerging markets that have value-add potential in order to maximize their investor’s returns and are focused over Syndications and Multi-Family Investments.
Raj Tekchandani is the founder of Smart Capital (smartcapitalmgmt.com), a real estate investment firm that helps you diversify your investment portfolio through investing in recession-resilient commercial real estate. Leveraging his expertise in both technology and real estate, Smart Capital curates an exclusive collection of investment opportunities that allow you to passively build wealth for your families while also making an impact on communities and the environment. He has now over 1200 units in his General Partnership portfolio.
Prior to starting Smart Capital, he spent over 3 decades with tech companies in the field of Business Intelligence and Data Analytics.
He started investing in real estate in 2012 with purchase of single condo in Orlando, FL. Bought his first small Multifamily in 2016. In 2018 he left his W2 after 5 years with a firm in Big Data Analytics and Artificial Intelligence (AI) to pursue his interests in real estate. After an year of more learning it was clear that he’d focus on large multifamily (aka Apartment) Investing and started building the processes and systems for his company, Smart Capital, with a vision of helping other busy professionals diversify their investment portfolio by passively investing in real estate syndication.
Lee was practicing as a physical therapist when he realized his true passion was building his own business and investing in real estate. He has taken this passion and considerable action to quickly build a portfolio with several small apartment buildings. Lee is the founder and visionary behind Threefold Real Estate Investing, and he’s committed to forging a path that will generate incredible wealth and opportunity for all involved. His focus is driving the business forward by forging new relationships with top-notch professionals in the real estate world and bringing on more partners to invest alongside Threefold. Lee also hosts an exciting new podcast, Threefold Real Estate Investing, which focuses on multifamily real estate investing while also focusing on pursuing better relationships with family and a better walk with Christ.
Leo HornBuckle is co-founder at GoodHorn Capital, an equity firm focused on private placements in recession resistant real assets. He is also CEO at Sage Oak Assisted Living and Memory Care. Leo is Experienced Chief Executive Officer with a demonstrated history of working in the real estate industry. He is skilled in Negotiation, Business Planning, Coaching, Retail, Sales. He is a Strong business development professional graduated from The University of Texas at Austin.
Vanessa Peters, founder of VMD Investing has been investing in real estate for 10 years in single-family homes, commercial retail, apartment communities, self-storage and manufactured home parks. She has invested in over 2500 units across 5 properties and 3 funds. She earned her medical degree at the University of Calgary, Alberta, Canada. She also has a thriving full-time family practice in Escondido, California, and is Chief Physician Officer for her medical group. She is involved in her community and volunteers at Interfaith Community Services. She lives in Escondido with her husband and son. She enjoys travel, nature, aviation, and cooking.
Whitney help women buy investment houses and apartments FAST... without a license or a bank. She went from no passive income to $25k per month in less than 3 years. Now she on a mission to help as many women as possible achieve financial freedom through real estate investing. Whitney teaches hundreds of women how they can use no money down, no credit and no banks to finance real estate deals. In less than three years, she’s negotiated nearly 60 real estate deals and generated more than $25,000 in passive income each month. In less than three years, she’s negotiated nearly 60 real estate deals and generated more than $25,000 in passive income each month.
Reed Goossens started his career as a civil and structural engineer, working on projects around the world. In addition to assisting in infrastructure development in the 2012 Summer Olympic Games, he has also lent his expertise on jobs in Australia, Fiji, Europe, New York City and Los Angeles. When he picked up Rich Dad, Poor Dad back in 2009, Reed know things were about to change for him, launching his career as a successful investor, real estate guru and entrepreneur. In 2012 Reed quit his job in Australia and Moved to the US in pursuit of a dream. With limit funds, no credit, no established network Reed went from buying small duplexes to now controlling over $120mill in commercial real estate here in the US. In 7 short years Reed has achieved financial freedom and he now writes, speaks and teaches about U.S. investment. If Reed can move half way across the globe in order to achieve financial freedom then so can the average American!
Kevin's overall understanding of business needs is unique. He spent nearly 20 years with Comcast and was responsible for managing the team that negotiated telecommunications access agreements with multifamily property owners. This understanding of businesses of all sizes enables Kevin to identify the right solution to any business challenge. In 2007, Kevin started Telecom Marketing Strategies (Parent company of Multifamily Utility Solutions). In 2017, Multifamily Utility Solutions became its own entity to better serve the needs of Multifamily Property Owners. For Multifamily Property Owners, Kevin’s experience has resulted in favorable contract terms related to their telecommunications agreements which are important even if Owners do not pay for their residents’ cable. At the request of clients, MUS expanded their services to include electric and gas utilities. Now MUS clients can benefit from improved Net Operating Income in multiple utility services. MUS serves clients across the country with as few units as a hundred to ones with thousands.
John Cohen is a Managing Partner at Toro REP. He co-Founded Toro Real Estate Partners in 2015. John focus is the strategic direction of the company, formulation of investment strategy, investor development, and acquisition & dispositions. He has been investing in real estate since 2010. John’s understanding of deep value investing in the real estate space started by buying tax deeds and tax liens. Since starting in real estate, he has been involved in over $250 million in various real estate transactions, spanning tax liens, rental/sale transactions in Manhattan, and his own personal investments. John worked at Marcus & Millichap and focused on the multifamily investment sales in the Brooklyn and Queens market. When John left Marcus & Millichap, it was to focus 100% of his time on the growth of his real estate investment company. John played baseball at Queens College where he graduated with a degree in Economics.
Zach Haptonstall is a Multifamily Sponsor and Syndicator in Phoenix, Arizona. He is a Commercial Real Estate Agent in Arizona, specializing in Commercial Medical space in real estate transactions. He is a former live television news anchor and sports reporter for Arizona PBS and Fox Sports Network Arizona. From 2013-2018, Mr. Haptonstall worked as Director of Business Development and Public Relations for Sage Hospice and Palliative Care in Scottsdale, Arizona. He became a Partner in Sage Palliative Care in 2015. During this time, he managed a team of marketers and clinicians, analyzed financial projections and market trends, coordinated partnerships with various physicians and healthcare organizations, and personally generated several millions of dollars in sales. Zach and his partners sold Sage Palliative Care in 2018. He graduated Summa Cum Laude with a Bachelor’s in Journalism and Mass Communication from the Walter Cronkite School of Journalism at Arizona State University. He holds a Master of Business Administration, MBA from the Colangelo College of Business at Grand Canyon University.
Dave Spooner is a co-founder of Innago, a free property management platform designed to simplify life for small to mid-sized landlords. He has been involved in the real estate technology space for the last six years, working to enhance the way landlords and tenants communicate. In addition to his expertise in content marketing, Dave utilizes his experience with entrepreneurship and management to help landlords achieve sustained success.
Chris Prefontaine is a 3-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Moneeka Sawyer’s Real Estate Investing for Women. He’s also the Founder and CEO of SmartRealEstateCoach.com and host of the Smart Real Estate Coach Podcast. Chris has been in real estate for almost 30 years. His experience ranges from constructing new homes in the ’90s and owning a Realty Executive Franchise to running his own investments (commercial & residential) and coaching clients throughout North America. Today, Chris runs his own buying and selling businesses with his family team, which purchases 2-5 properties monthly. They also help their Associates and students do the exact same thing all across North America, working together on another 10-15 properties every month.
Danny Randazzo is head of acquisitions at Randazzo Capital and controls over $8,000,000 in commercial and residential real estate. In the summer of 2016, Danny and his wife sold everything they owned and moved to Charleston, South Carolina to build a real estate portfolio. Randazzo Capital made its first investment purchase in the winter of 2016, buying two commercial buildings for $1,000,000. Since then, the firm has utilized strong investor and lender relationships to purchase another $1,000,000 commercial building, a short sale renovation project, a four-unit residential rental, a two-unit residential rental, and two beachfront foreclosures. Danny has been a speaker at The Best Ever Real Estate Conference in Denver, and a guest on many real estate podcasts released worldwide. He is the host of a local real estate meet-up in Charleston that helps local investors build networks and improve their business. Danny also volunteers with The First Tee of Greater Charleston, where he teaches kids about honesty, integrity, respect, and life on and off the golf course.
Dr. Jeff Anzalone is a periodontist in Louisiana, and the founder of DebtFreeDr.com. He used to work those long hours not knowing that there was a better way out there. That’s when he discovered passive investing through real estate syndications (group investments), which has allowed him to stop trading his time for money and start focusing on the things and the people he loves most. He started his blog after paying off close to $300K in student loan debt in order to share his investing strategies to other doctors and high-income professionals to achieve their financial freedom by building multiple streams of passive income through real estate.
David Toupin, a Top Millennial real estate investor, speaker, and entrepreneur. David is the co-founder, and CFO of Obsidian Capital, an Austin Texas based real estate investment firm. David started investing at the age of 19 in Michigan—where he bought his first property in college, a 12 unit apartment complex. Prior to graduating with a Finance degree at the University of Detroit Mercy, David had acquired $7M in multifamily real estate holdings. By the age of 24 years old, David has acted as a key principal with over $50M in real estate holdings and has raised north of $10M in capital. Utilizing David's best selling multifamily deal analyzer, he has ventured into the tech industry through the founding of his new software company, Real Estate Lab.
David has a background working in corporate auditing and investment banking, and has been a serial entrepreneur since the age of 13. David is a member of a high level real estate group – The Multifamily Boardroom – composed of over 30 high level multifamily owners and operators.
Anthony Chara is a seasoned Real Estate agent. After 16 years working for a fortune 500 company and traveling extensively, Mr. Chara gave up his lucrative Area Manager and started selling several service oriented companies until turning to Real Estate investing full time in 2001. Presently, he’s managing partner of Apartment Mentors, LLC and founder of Success Classes, LLC. He has owned or managed several successful multi-million dollar companies during the last 20+ years. He has mentored several thousand aspiring RE investors. Mr. Chara turned to Apartments full time in 2004. He owns and/or has syndicated approximately 1600 apartment units around the country. These units range from 14 units in 1 complex in Oklahoma to 179 units in Indianapolis. His most recent acquisitions include a 4-complex package totaling 410 units in Indianapolis, IN (December, 2012), 3 complexes totaling 120 units in Dayton, OH (August, 2013), a 100 unit complex in Longview, TX (April, 2015) and a 31 unit complex outside of Philadelphia, PA (January, 2016). In 2005, Mr. Chara decided to capitalize on recent RE market trends to offer superior technical training to RE Investors specifically targeting commercial investing with an emphasis on Apartment complexes. He also has created several investment groups and raised over 11 million dollars used to fund the acquisition of many of the aforementioned properties. He has subsequently hired professional management companies to oversee all of his holdings. His focus is to manage the property managers that oversee these properties while continuing to teach more students.
Sanjeev Silla is a multi-family investor and IT professional. He has worked for top global IT consultancy and servicing firms – Accenture and Dell. Sanjeev is highly experienced in executing large transformation programs — multimillion-dollar programs spanning multiple years — and has also managed global teams. Sanjeev started his consultancy services in Sep 2016 and provides management consultancy solutions to health plans in North America, especially in implementing large packaged systems. Sanjeev earned a Master's degree from REC, Rourkela – India. Sanjeev has focused on multi-family investing and been part of multiple deals as a co-sponsor, KP and LP. He is also a personal student of Brad Sumrok’s nationally acclaimed multi-family mentoring program. Along with his friends, Vasu, Balu and Sashi, Sanjeev started Infinity Investments and co-sponsored two deals worth approximately $20 million dollars last year. He also looks to continue to grow his multi-family portfolio in the United States.
Randy Langenderfer has been investing in real estate since his first primary residence purchase of a duplex. He owns and leases vacation property in Myrtle Beach, SC. Previously, he was a private money lender in the remodeling of single-family homes in Florida, Ohio and Texas with a combined market value in excess of $2.5M. His recent focus has been exclusively in multi-family properties. Randy has 30+ years of various corporate leadership experiences in multiple industries, primarily in the risk and governance areas. He currently serves as the Chief Compliance and Audit Officer for a large academic institution in Houston, TX.
Dan and his wife, Dennae, along with their 4 children (3 girls and a boy), reside and work in Columbia, SC. Dan has an extensive successful background in starting multiple seven-figure businesses from scratch including a large group of non-surgical orthopedic medical clinics located in South Carolina. His family of companies has annual budgets in excess of $10MM. He is the founder of the Multifamily Investor Nation where he educates a nationwide group (9,000+ members) of multifamily investors on how to properly invest in multifamily assets. He is the co-host, along with his wife, Dennae, of the Tough Decisions for Entrepreneurs podcast which can be found on iTunes and Google Podcasts.
Vinney Chopra, the CEO of Moneil Investment Group, Moneil Management Group, and Moneil Multifamily Fund, has acquired over $250,000,000 plus in transactions on over 3500 units throughout the United States. He’s been doing multifamily syndication for about fourteen years now. Vinney Chopra came to the United States from India more than 40 years ago. With a bachelor’s degree in mechanical engineering, he entered The George Washington University to seek a master of business administration degree in marketing and advertising. He has been a passionate motivational speaker and teacher for over three decades. After getting a taste of sales and marketing while pursuing his MBA, Vinney decided to leave engineering altogether and become a motivational speaker and fundraiser. Vinney Chopra manages four successful companies that include Moneil Investment Group, Moneil Management Group, Multifamily Academy and Youth Academy. His diverse experience has allowed him to gain sharp insight into acquisition, syndication and property management of multifamily properties. He has successfully completed 26 syndications and has over $200 Million in his Multifamily Portfolio. He has his own Property Management Company with 60+ personnel and has over 3100 units under management. He is the actual dealmaker who walks his talk.
Kelly Stinson known as “The Potty Princess” is National Sales Manager at SASCONSERVE. She is passionate about water & energy conservation and the influence to improve the environment. “Potty Princess” nickname caught traction 2 years ago through her continued commitment of bringing awareness, education, & support across the country to multifamily property owners relative to the financial and environmental impact of old toilets on their properties. 2019 YTD she has saved multifamily property owners over $2 MILLION on their water/sewer bills coupled with reducing water consumption by just over 200 million gallons (that will fill 303 Olympic size swimming pools).
Prior to becoming an Attorney, he was a real estate syndicator. He developed numerous mini-storage facilities using money from private investors. In addition to his law practice, Gene is a pre-eminent educator in the world of real estate and syndication. Gene has served as a senior CCIM instructor for a number of years and he has written a comprehensive book on real estate syndication entitled “It’s a Whole New Business,” which has sold over 10,000 copies. Gene has conducted a number of highly regarded intensive workshops for real estate Syndicators, teaching them how to legally raise money from private investors. His Ultimate Crowdfunding Workshops teach investors, both new and seasoned, how to structure their investment companies, how to split money with investors, and how to legally solicit investors for private and Crowdfunding offerings. Gene also has expertise in Tenant-In-Common or “TIC” offerings that allow investors to participate in 1031 exchanges and has written articles on this subject as well as numerous others on how to start and run a real estate syndication company. Gene and his partners provide securities offering documents and advice for seeking to do Regulation D Rule 506 Offerings, Crowdfunding Offerings, Regulation A Offerings, and Public Offerings.
Dylan Borland leads Borland Capital Partners and serves as CEO and Chairman. Since 2006 Dylan has completed over 2,700 real estate investment transactions and placed over $180M in real estate private equity. Dylan has become a sought after real expert and consultant specializing in single family, multi family and real estate private equity. Dylan also enjoys giving back through coaching and teaching through his over 150+ YouTube videos and growing and his course “The Ultimate Real Estate Investing course (™)” with now over 1,600 students nationwide.
Dan Schoenbaechler has held various sales positions before getting into commercial real estate in 2008. Having focused on residential sales since 2013, he has closed over $65 million of transactions during that time, ranging from renters and first-time home buyers to experienced investor sales. His knowledge and experience in the brokerage side of the business is what helps identify & close good opportunities for his investors. In the past couple of years, Dan has also paired his multifamily investment experience with his network of investors to launch Schoen Capital. He has been a General Partner on 5 separate acquisitions totaling 892 units for $116.4 million within the first 12 months of being in business. Schoen Capital continues to focus on value-add multi-family as well as a couple other asset classes to help grow their investor’s wealth.
Jered Sturm is the co-founder of SNS Capital Group LLC. Starting in the industry 15 years ago as a maintenance technician for residential rental properties, Jered built on that experience to start a construction company that over a decade ago led him to begin purchasing investment property. Since his humble beginnings in the industry, Jered has quickly scaled his investments and now focuses on purchasing large apartment communities in the Cincinnati, Ohio market. While Jered's company has grown to own and manage over $30M in assets, they still focus on the core competency of buying, renovating, and maintaining investment rental property. Jered has been a featured guest on the BiggerPockets Podcast twice and has been contributing to the BiggerPockets blog since 2015.
Kenny has been investing in multi-family real estate since 2010. Soon after, he co-founded Wolfe Investments (originally Wolfe RE Mgmt) in 2012. He has been involved in over $130MM+ worth of commercial real estate transactions throughout Texas, Colorado, Louisiana, Oklahoma, and Ohio. Kenny is passionate about ensuring the success of every investment for his loyal investors. Prior to co-founding Wolfe Investments, he served as CFO for Twin Cities Development, LP. Kenny has a BBA from Baylor University and an MBA from the University of Texas at Arlington. When he's not scouting for new deals, he enjoys discovering new vegan restaurants, rooting on the Broncos, and spending time with his wife and kids.
Alina Trigub is the founder and managing partner of SAMO Financial. SAMO Financial is a boutique private equity firm that specializes in helping a select group of people with various wealth preservation and tax strategies. For the past few years Alina has worked tirelessly to help her investors participate in the offerings of over 1200 apartment units, $10MM storage fund, and $5M mobile home park fund. Alina is proud to work closely with several successful syndicators. She deeply enjoys learning about the goals of potential investors, exploring venues for improving their portfolios and preserving their wealth, such as demonstrating the benefits of investing using IRA funds in real estate. She offers investors education through articles and presentations, and is a sought after speaker at various real estate events.
Antoine Martel is a real estate entrepreneur and owner of MartelTurnkey, a real estate investment company based in California. MartelTurnkey provides real estate investors with an inventory of fully rehabbed, cash flow positive turnkey rentals in markets across the U.S. With Antoine Martel at the helm, MartelTurnkey has bought and sold in excess of $12 million worth of cash flowing real estate since its founding in 2015. Mr. Martel is also the owner of over $11 million worth of multi-family and single-family real estate.
While still a student at Loyola Marymount University, Antoine immersed himself in learning about investing in real estate. Before he’d even graduated with a degree in Entrepreneurship, Antoine had already secured multiple cash flowing properties for the new family business, Martel Family Realty, which evolved into what is now MartelTurnkey.
Antoine Martel is author of the popular real estate investing book, “A Millennial’s Guide to Investing in Cash Flowing Rental Properties" and host of a podcast, “A Millennial’s Guide to Real Estate Investing.
Ben has been an entrepreneur for 15 years, first starting his career in IT sales and business development then into management. His background in management and sales has helped him propel into commercial real estate, first starting in 2013. Over the last 7 years he has been involved in the acquisition & asset management of ten multifamily properties, through partnerships and Disrupt Equity, totaling over $100MM in AUM and the purchase and sale of over 1650+ units.
Rich is the past-president of the Professional & Personal Coaches Association and is a former vice president of the International Coach Federation (ICF). In 2003, Rich co-founded Real Wealth Network with his wife, Kathy. He provides education and resources, and cash flowing investment properties for real estate investors under the Real Wealth Network umbrella. He also produces The Real Wealth Show on KABC radio in Los Angeles and is one of the top 10 real estate podcasts on iTunes. Real Wealth Network now has over 49,000 members and has been on the Inc. 5000 list of America's Fastest Growing Companies for the past three years in a row.
As the author of Extreme Success (Simon & Schuster, 2002) Rich has appeared on every major television network for his work on how to take action and stay focused on what really matters. He has also been featured in USA Today, the Wall Street Journal, and Entrepreneur Magazine. His diverse clientele includes IBM, the American Management Association, Century 21, Morgan Stanley and the United States Army. Maybe a little bit of an adrenaline addict -- Rich was a competitor in ESPN's X-Games, he's a licensed skydiver, an experienced rock climber, and has even bungee jumped off the Golden Gate Bridge and Yosemite's Half Dome. In his keynote speeches he relates these adventures to dealing with fear and staying focused in challenging situations.
Sterling Chapman is a proud father, husband, barbecue enthusiast, triathlete, podcast host and real estate investor. He has a degree in finance from Louisiana State University and an MBA from LSU Shreveport where he graduated with honors. He started his finance career right out of college spending five years in the financial services’ industry focusing on insurance, investments and retirement planning. He then transitions to the telecom industry where he has had extraordinary success shooting up the corporate ladder being promoted an impressive seven times in six years. Through his corporate career he has mastered the art and science of sales, funnel management, marketing, account management, strategic business planning and financial forecasting. Sterling turned his attention to real estate investing two years ago and has since built up a multimillion-dollar personal rental portfolio consisting of two four plexes, eight duplexes and six single-family houses (41 units total). He is also the host of a successful real estate investing podcast called The Rent Roll Radio Show where he interviews different highly successful real estate investors each week. Sterling is considered a thought leader in the industry and has been interviewed on six other podcasts to date. He is currently continuing to expand his real estate investing footprint through two avenues; growing his personal portfolio through buying distressed houses in the Baton Rouge market to renovate, refinance and rent out and through raising capital to syndicate large multifamily properties in growth markets across the Southeast.
Mauricio Rauld is the founder and CEO of Premier Law group, a firm that specializes in educating investors and representing them from legal matters relating to Asset Protection. He is known across the nation as an asset protection attorney, operation strategist and contributes as the legal advisor to The Real Estate Guys™ Radio show and is Robert Helms’ personal advisor. He is devoted to what he does not only delivering exceptional service to his clients but also aims his best to educate and help them become knowledgeable investors.
Glen is the owner and director of NuView Trust, a leading custodian of self-directed IRA plans. He also operates NuView IRA, Inc. a Third-Party Administrator for self-directed IRAs and Retirement plans. His companies provides custody and recordkeeping for over 1 $Billion in IRA assets. His background as a business strategy consultant, combined with a long history of personal retirement self-direction, provides his audiences and clients with solid advice and practical solutions to their IRA investment questions.
Glen holds a BS in Business Administration from Southern College and a Masters Degree in Systems Management from the University of Southern California. Glen has also earned the prestigious Certified IRA Services Professional designation through the Institute of Certified Bankers.
Glen speaks across the country, and provides continuing education seminars to Attorneys, CPAs, real estate and mortgage professionals about the power and possibilities of IRA self-direction. He has also appeared as a guest speaker on local and national investment radio shows and at local and national conferences including Coldwell Banker Commercial’s National Conference. Over the past nine years, Glen has taught eight hour sessions on self-directed IRAs for the Lorman Institute (CLE), many two hour sessions on 401(k) plans, Health Savings Accounts and non-traditional investments in IRAs. He is looked to as a subject matter expert on IRS rules and regulations on initiating, holding and disposing of investments outside of the stock market.
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. Over the years, he has taught hundreds of investment and financial planning seminars and has mentored thousands of investors. Dmitriy resides in Southern California with his wife and 9-year old daughter. In his spare time, he enjoys studying systematic theology, spending time with his family and visiting new places.
Christopher Winkler is a President, and COO of Silverwood Capital Fund I LLC, and President of Silverwood Capital LLC. Christopher Winkler started real estate in 2013 through the back door of learning how to buy and sell mortgages and notes. This led him to learning the mechanics of foreclosures, rehabbing properties, and dealing with contractors, getting homeowners to start paying their mortgages again, and ultimately selling the property. Because of this he has been able to accurately estimate rehab costs, and after repair value (ARV). As a licensed REALTOR, he brings over 35 years of accumulated sales experience, knowledge of building rapport, negotiating buying and selling agreements, buying, selling, and repairing real estate.
Edna Keep is the co-founder of 3D Real Estate, Profit in the Prairie Real Estate Investor Group and Multiple Ways to Wealth, a training, education and membership organization for real estate investors. Over the last twelve, she has built a real estate portfolio to over 520 doors with a value of $60 million. All except the first two properties were bought with the help of other people’s money (joint venture partners).
Holly Williams, principal of MQ Ventures, is the founder of KeepMore.com and General Partner in over $100M in multifamily apartment communities. In addition to multifamily holdings, Holly has been a real estate investor for over 20 years. Her active real estate portfolio includes rental apartments in Brooklyn, NY, single-homes and land holdings in the New Orleans, LA Region and Upstate New York. She holds a BA and a MA in Advertising Communications from Texas Tech University and was named Outstanding Alumni of the College of Media and Communications in 2011.
Neal Bawa is CEO / Founder at Grocapitus, a commercial real estate investment company. Neal sources, negotiates and acquires Commercial properties across the U.S., for nearly 500 investors. Current portfolio over 2000 units, projected to be at 3000 units in 12 months. Neal also serves as CEO at MultifamilyU, an apartment investing Education Company. He speaks at events & meet-ups across the country. Nearly 5,000 students attend his multifamily webinar series each year and hundreds attend his Magic of Multifamily boot camps. Neal is the co-founder of the MultifamilyU Investing Meetup network, a group of investors that has over 4000 members.
Kenneth T. Holman founder and president of Overland Group, Inc. provides brokerage, construction, development, financing, property management, and real estate investment consulting to its clients. For more than 30 years, Mr. Holman has had extensive experience in the real estate industry, primarily in the areas of single family and multifamily residential, lodging, industrial, office, and free-standing retail. Mr. Holman also founded the National Association of Real Estate Investment Advisors (NAREIA) in 2012. He holds three licenses: a real estate broker’s license, a general contractor’s license, and a mortgage loan originator’s license through the National Mortgage Licensing System (NMLS). He is affiliated with the following organizations: the National Association of REALTORS® (NAR), the CCIM Institute, and the Institute of Real Estate Management (IREM). He holds the REIA (Real Estate Investment Advisor) the CCIM (Certified Commercial Investment Member) and the CPM (Certified Property Manager) designations.
Mike Cowper is an investor focused on building a business that better serves the owner. His business includes finding and aquiring distressed properties, keeping the passive income streams that fit his model and wholesaling the rest. Mike utilizes different strategies, including many in the creative space to find profits where others tend to miss them. He can be found on any social media with the handle: @TheMikeCowper
Scott Lewis is the co-founder and Chief Executive Officer of Spartan Investment Group, LLC (SIG) and has led several successful real estate developments ranging from single-family flips to raw land development. To date, SIG has completed $6M in development projects, has $9M more underway, and rose over $7M in private equity. As the Chief Executive Officer, Scott is responsible for developing business strategies and plans ensuring their alignment with short-term and long-term objectives. He leads the Spartan team by overseeing all operations and business activities to ensure they produce the desired results and are consistent with the overall strategy and mission In addition to Spartan, Scott is also a Major in the US Army Reserves and is an Operation Iraqi Freedom Veteran. He has held various positions including Infantry Platoon Leader, Military Police Company Commander, Officer Candidate School Platoon Trainer, amongst others. Scott graduated from Michigan State University with degrees in Chemistry and Marketing, from Catholic University with an MS in Management, from Georgetown University with a Certificate in Project Management, and has his Project Management Professional (PMP) Certification In his free time, Scott enjoys spending time with his wife, Lindsay, mountain biking, skiing, and chasing their two Jack Russell Terriers around the yard.
Mr. Fullaway is the President of FourteenPlus, LLC, a firm that specializes in investing in the growing senior living market. Mr. Fullaway brings a unique set of experience as he was previously the CEO of Vigilan, one of the largest suppliers of software selling to thousands of senior living communities. He knows the leaders in the industry and the superior regional operators which allows him to provide superior deal flow and reduce investor risk. He holds a BS in Industrial Engineering from Oregon State University and an MBA from the Harvard Business School. He served as an infantry officer in the U.S. Marine Corps. He loves fly fishing, skiing and flying.
Michael S. Brady, Esq. is Executive Vice President for Madison 1031 Exchange, a national Qualified Intermediary for tax-deferred Exchanges pursuant to Internal Revenue Code §1031. As a Certified Exchange Specialist and an attorney, his services include consulting with clients and their advisors, as well as giving seminars for attorneys, accountants, and real estate professionals, and publishing articles on tax and legal issues. Prior to joining Madison 1031, Mr. Brady was Vice President of Eastern Operations for Asset Preservation, Inc., the §1031 Exchange qualified intermediary subsidiary of Stewart Title Insurance Company, where he managed sales and operations staff handling several thousand transactions annually. During his career, he has headed up two other §1031 Exchange companies, and has acted as general counsel for a title insurance company. As an attorney, Mr. Brady has over 20 years’ experience representing clients in commercial and residential real estate transactions, as well as a wide variety of business transactions and commercial litigation matters. Mr. Brady received a Bachelor of Arts degree from Binghamton University, and earned his Juris Doctorate from New York Law School, where he was a member of the Law Review and graduated Cum Laude.
John Casmon is a real estate entrepreneur, who controls a portfolio worth over $58 million as a general partner. He started by house-hacking a duplex and now partners with investors to purchase apartment buildings through his firm, Casmon Capital Group. He is the co-creator of the Midwest Real Estate Networking Summit, a no pitch event to connect like-minded investors. John also hosts the weekly real estate podcast, Target Market Insights, where he speaks with specialists across the country to uncover the best emerging markets, marketing tips and investing insights. With a background in marketing, he has overseen campaigns for General Motors, Nike and Coors Light amongst others. John was even recognized by Black Enterprise Magazine as one of the “Top Executives in Advertising and Marketing.
John Brickson is based in Dallas, TX and has more than seven years of experience in commercial real estate financing and investing. In his current role with Old Capital, John is actively involved in financing commercial real estate assets in Texas and across the country for both new and experienced investors. John has experience working with a variety of Commercial Real Estate capital providers, including banks, life companies, Fannie Mae, Freddie Mac, debt funds, and CMBS conduit lenders. Prior to joining Old Capital in February of 2018, John was based in Dallas and originated new commercial real estate debt investments at two different national real estate funds. John began his career at BMO Harris Bank in Chicago, where he completed the Bank’s formal credit training program and was a member of the commercial real estate financing group. Originally from Kansas City, John earned a B.A in Economics from DePauw University.
Amy Wan is Founder & CEO of Bootstrap Legal, which automates real estate syndication legal documents, and co-founder and CEO of Sagewise, a legaltech blockchain company. She hosts The Law and Blockchain Podcast (a show on The Bitcoin Podcast Network) and has authored the Bloomberg Law practice guide to ICOs and Lexis Nexus' Private Equity practice guide. Previously, she was a Partner at a boutique securities law firm and General Counsel at a real estate crowdfunding platform. Amy founded Legal Hackers LA, which programs around the intersection of law and technology; was named one of ten women to watch in legal technology by the American Bar Association Journal in 2014 and one of 18 millennials changing legaltech by law.com in 2018; and was nominated as a Finalist for the Corporate Counsel of the Year Award 2015 by LA Business Journal. Amy has also worked in international regulatory and trade policy at the U.S. Department of Commerce, and was a Presidential Management Fellow at the U.S. Department of State and U.S. Department of Transportation. She holds an LL.M. in Public International Law from the London School of Economics and Political Science, a JD from the University of Southern California Gould School of Law, and a BA in Biological Sciences from the University of Southern California.
Brandon is the Founder/CEO of The Real Estate CPA. Brandon works with real estate investors, syndicates, and private equity funds to optimize tax positions and streamline accounting and business functions. He believes that real estate investing is critical to building sustainable and generational wealth. Brandon worked at PricewaterhouseCoopers and Ernst & Young prior to launching his own CPA firm, Hall CPA PLLC (The Real Estate CPA). Through the knowledge gain by working with real estate investors, Brandon invests in multi-family properties personally and through his capital group, Naked Capital. Brandon is a Certified Public Accountant and national speaker. Brandon holds degrees in both Accounting and Finance from East Carolina University.
Annie Dickerson has invested in multifamily real estate since 2008. Her current portfolio spans multiple markets around the country and includes both active and passive investments. Annie is a co-founder and managing partner of Goodegg Investments and focuses on strategic brand initiatives and investor education. Annie is co-creator of the online courses Passive Real Estate Investor Academy and Real Estate Accelerator, author of hundreds of blog posts and videos on real estate investing, co-host of the Investing For Good podcast, and co-author of the book Investing For Good: The Surprising Strategy For Building Wealth While Also Making An Impact. Annie graduated magna cum laude from the University of Pennsylvania and has worked in education and design over the past decade. She lives in Oakland, California, with her husband and two young boys.
John Rubino has extensive knowledge & experience in real estate investment, lending, development, construction, consulting, marketing and sales. He currently serves as COO, Founder/Partner at JID Investments LLC and Senior Account Executive & Business Development Director at Centerview Title Group responsible for the execution of project management, strategic investment, marketing/advertisement, business development and borrower financing on over thirty real estate projects. He managed a 21 property Real Estate Investment portfolio with total value of $21M with over $15.9M in actual and projected revenue and collaborated with over 130 real estate investors providing a targeted return on investment between 15-20%+ annualized. He’s a passionate and accomplished United States Naval Officer & Naval Aviator with 20 years of honorable active duty service. He thrives on building relationships, solving problems, coordinating/collaborating with borrowers and real estate professionals & improving processes.
Ted Lanzaro is a highly recognized and respected Certified Public Accountant, real estate investor and real estate broker. He is the founder of Lanzaro CPA, LLC located in Cheshire, Connecticut, a boutique CPA firm specializing in accounting and taxation for the real estate industry. Ted is the author of "The Tax Smart Landlord" - a book of 39 tax strategies for real estate investors that will save them thousands of dollars a year on their taxes.
Jason is an active Real Estate Syndicator and Real Estate Investor. Jason founded Yarusi Holdings, a multifamily investment firm with over 800 units under management, in 2016. The firm repositions properties through operational efficiencies, moderate to extensive renovations and complete rebranding. Jason also Hosts The Multifamily Foundation a podcast that provides actionable content and tools to build and strengthen your business. Covering all things multifamily from finding deals, to raising money, to asset management. Jason has started and exited multiple business in the past 15 years and his family construction business has a niche industry position in raising and moving structures. The company has elevated over 2,000 homes in the last 7 years alone.
Gary has always been a self-starter, taking on entrepreneurial endeavors and succeeding in his efforts. At the end of 2016, he sold arc, an after-school program, leadership development and outdoor education company he founded in 2001, which served over 9,000 students daily throughout Southern California. He is a founding board member of the non-profit CORE Educational Service, has been a member of Vistage since 2013 and is an alumnus of the Leadership Southern California program. As a successful real estate investor in over 1700 units, Gary Lipsky helps friends invest in C-Class Value-Add Multifamily opportunities. Gary typically finds deals in Phoenix and Tucson. He runs several meetups and is a regular on real estate podcasts and at conferences. You can count on Gary for integrity, strong operations and excellent communication, which have been keys to everything in which he’s been apart of.
Mike’s early real estate experience comes from the family construction business where he worked his way through college and was able to gain the skills necessary to manage all aspects of construction and project management. After college, Mike entered the corporate world and has had a successful 20+ year career in Medical Sales with the last 15 years spent in the Medical Device Industry. This unique combination of skill sets served him well as he built a personal real estate portfolio of over $6M across multiple asset classes while working full time. He enjoys educating people on real estate investment and has been featured on multiple podcasts and speaks at local REI meetups. Mike currently lives in Springfield, MO with his wife Aline and their two children. He enjoys spending time with family, hunting, fishing and snow skiing. Mike has a heart for mission work and believes that “We are blessed to be a blessing to others”. He lives this out through serving others locally, nationally and internationally.
Chris Salerno believes investing in real estate is the best building block for financial freedom. He is a firm believer in affirmation exemplified by notes personally placed around every corner, which serves as a constant reminder that every day is a special day and that his life is purposeful. Soon after relocating to Charlotte, Chris developed an extreme passion for real estate. By the time he was 24, company principal Chrish Salerno successfully transacted more than 40mm in real estate volume and helped lead the #1 real estate team in Carolinas to produce more than 140mm in annual sales. Chris has quickly gained recognition, and notoriety for his hard work, and dedication. Chris is also the founder and host of the "Mindful Multi-Family Podcast Through Chris vision," QC capital has quickly become a well respected, Multi-Family investing company.
Greg is a serial entrepreneur, real estate developer coach and mentor. He has bought, developed and sold over $250 million in real estate, built and renovated hundreds of custom homes and commercial buildings, developed residential and mixed use subdivisions and started 12 different companies from the ground up. Greg served in the United States Navy right out of high school and has always been a leader in the community advising and serving on the boards of several churches, ministries and non-profit organizations. Greg coaches and mentors some of the top entrepreneurs and real estate investors around the world helping them grow and scale their business, raise more capital and do bigger deals. Greg's current clients have over $2 billion in AUM and deals in process.
Marjeanne is an expert at growing businesses and driving investment dollars for the purchase of real estate. She has lead teams through the raise of investment funds to purchase multifamily properties, as well as residential fix and flips totaling over $20 Million in total funds raised. Marjeanne holds a Bachelors degree in Business management with an emphasis in digital marketing, and sales. She is a licensed realtor in Arizona and certified in a variety of digital marketing techniques and platforms. Marjeanne has been a key principle in a few construction related businesses that have earned multi-million dollars in revenue per year.
Christopher is the founder and principal of Elliott Wealth Management Services, LLC which has offices in Southington Connecticut, Madison Connecticut, and Summerfield Florida. Christopher is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over twenty seven years of experience helping small business owners, retirees, and families achieve their financial goals and objectives. He is dedicated to providing each client with the individual attention and tailored strategies to achieve their goals. After graduating from Western Connecticut State University in 1992, he attained the CFP® designation in 2000 after completing coursework at the College for Financial Planning in Denver, Colorado. Chris holds the following registrations: Series 7 (General Securities), 24 (General Securities Principal), 63 (Agent), and 65 (Investment Advisor Representative). He is licensed for life, health, and variable insurance lines of business and has been affiliated with SagePoint Financial since 2005. Christopher is also the Host of the Simply Financial Podcast and former co host of the Carnivore Radio program which can be heard throughout Hartford county on 88.1 FM and online on wesufm.org. Chris has been married for over twenty two years and has two children. He enjoys sports, coaching, reading, and traveling in addition to being a podcast & radio host.
Bryan Shimeall has joined TBM as Account Executive who will be based out of Orlando, FL. After graduating Auburn University, Bryan worked in IT Sales, then later moved to Florida and started a successful home building company. Since 2008, Bryan has worked as a producer in the insurance industry.Bryan tackles the problem experienced by habitational insurance, how it is affecting underwriting deals, and more. Find more helpful nuggets of wisdom about the insurance industry and the checklist you need to cover to avoid killing deals."
Mr. Bates is a principal of Trinity Capital Group and owner of Paradigm Real Estate Investments. Sam’s background is in financial services, state and local taxes, and real estate. He has been directly involved in the acquisition, rehabilitation, and management of over $40MM in multifamily and single family assets since 2009. Mr. Bates spent 10 years in Corporate America where he honed his business acumen and developed many characteristics that help him succeed in the real estate industry. Sam started at UBS Financial Services where he cultivated his knowledge about financial markets. He directly worked with advisors that had over $3 Billion in assets under management. After graduate school Mr. Bates transitioned his career to state and local taxes. During his tax career he helped companies save more than $45MM in tax. Sam graduated from Texas A&M University with a BBA in Finance, an MS in Personal Financial Planning, and an MBA from Texas Tech University. Sam is an avid reader, sports fan, and loves the outdoors. He attends Munger Place Church.
Scott Choppin is the CEO and Founder of The Urban Pacific Group of Companies, a Long Beach, CA-based real estate development company, founded in 2000, that focuses exclusively on workforce rental housing communities throughout California and the western US. Urban Pacific has created a new housing innovation called Urban Town House (UTH), which pairs private capital with middle income multi-generational rental housing, while producing market superior yields on invested equity. Historically, Urban Pacific’s UTH projects have delivered 22.66% programmatic IRR yields on equity.
Bernard empowers individuals to optimize their finances, using proactive and innovative strategies. He provides an integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities. Bernard is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance. He is also the founder of AgentFinancial.com, which provides tax, entity, and financial services to real estate professionals, including 1031 & 453 advisory services, for real estate agents, real estate investors, and mortgage brokers. Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies.
Kris Benson is the chief investment officer for Reliant Investments, a subsidiary of Reliant Real Estate Management and one of the top 25 commercial self-storage operators in the U.S. in 2019. Reliant has completed over $650,000,000 in self-storage acquisitions and dispositions in the past 5 years and recently completed Reliant Self-Storage Fund I, a $50,000,000 equity fund focused on self-storage acquisitions in the southeastern U.S. Kris is part of the investment committee at Reliant and helps to develop institutional quality self-storage investment opportunities for accredited investors Kris’s investing goals have always been about changing the paradigm of trading time for money in order to have time for more of the things we love to do. Likewise, investing in real estate has been Kris’s steadfast path to passive income and he is passionate about inspiring others to change their mindset around investing for their future. Kris graduated from the State University of Binghamton and currently lives in Roswell, GA just outside of Atlanta, with his wife Jenn and two sons, Noah and Luke. He is an outdoor enthusiast with a passion
Shane Melanson, a professional real estate investor in Calgary. Shane has built significant wealth for himself and his clients since getting started in real estate over a decade ago.Shane is an expert in commercial real estate investing and development and has done deals not only in Calgary but across Canada and the US. Shane Melanson is raising money for real estate syndications, evaluating real estate investments, direct response marketing for real estate developments and projects.
Andrew Greer is a Real Estate developer that focuses on bringing clients an insiders knowledge of how housing works in Southern California.Entrepreneur with a focus in Residential Real Estate. Businesses focused on buying and Selling to Investment, Entitlement, Development and Build Out. From his experience in building homes, remodeling homes, and creating custom additions he can help identify issues as well as upsides in property. When working with him you will have the opportunity to not only know about your home, but what your home has to offer and what it may be hiding.
Krista Testani, obtained her bachelor's at New York University in 1990 and law degree at Brooklyn Law School in 1994. After practicing law for several years her attention was drawn to real estate in 2009. She began her journey by acquiring single family homes on Long Island, NY, and rehabilitating them for resale but then transitioned into multifamily acquisitions in 2012. Her legal background has afforded her the skill set necessary to navigate the host of legal documents and issues that are involved when raising private capital to acquire and manage both single and multifamily properties. To date, Krista has been involved in acquisitions in Ohio, Alabama, Tennessee, Georgia and NY valued over $23 million dollars.
Pancham is a host of The Gold Collar Investor podcast, full-time real estate syndicator & principal of Mesos Capital. He came to the U.S for a Master's degree in computer science, he planned to sojourn in the country. However, due to personal reasons, he decided to stay in the country and started investing in single-family just as a side hustle and to keep his income stable. This side hustle became his passion making him the demand for more which prospered him into doing multifamily and syndication.Pancham manages and controls over $32M in real estate. He has bought and invested in properties in 5 different states and internationally. Pancham is great at finding value propositions and has successfully built a portfolio which is cash-flowing in double digits. He is a co-founder of Multifamily Mastermind NYC group.
In his executive career, Preston Walls has held leadership positions at Walls Property Group and Walls Property Management. He is currently managing a portfolio of 70 buildings, valued over $300 MM. Preston directed a ground-up, 42-unit Built Green Class A-Mixed Use project, including planning, permitting, tenant relocation, demolition, construction, leasing, and financing. He is currently building a 61-unit mid-rise multi-family project, in-permit for a 59-unit site, and renovating several existing value-add properties in Seattle. Preston has managed syndication projects requiring additional equity capital, raising capital, negotiating terms and partnership agreements, partitioning risk, and managing equity and debt offerings to investors. He has also served as the project manager for dozens of building renovations. Preston obtained a B.A. with a double major in Economics and English from Colgate University. He has served on boards and advisory councils, including Discovery Montessori and Lakeside School. Preston is also a contributing member of the Forbes Real Estate Council and Puget Sound Business Journal Leadership Trust. In his free time, Preston can be found fishing, boating, wake surfing, skiing, and spending time with his two children. Preston also enjoys volunteering with his favorite charity, The Goodtimes Project – whose vision is to create caring spaces for families who have been affected by childhood cancer.
Jillian Sidoti is an attorney, speaker, entrepreneur, and former college professor. She's forever focused on finding the best and least challenging path for entrepreneurs to find funding for their deals. Jillian has written equity and debt offerings for all kinds of industries including real estate, biotech, film, software, alcoholic beverage, cannabis, and green tech. Jillian’s client list includes Grant Cardone, Than Merrill of AE’s Flip this House, Tarek El Moussa of Flip or Flop, David Gross (Nipsey Hussle), Bigger Pockets, Insitu Biologics, and Biolife4D. Jillian is the author of the Crowdfunding Myth, debunking the myths surrounding crowdfunding. As a public speaker, Jillian often offers fun and relatable content that leaves the audience with a deeper understanding of the legalities and psychology behind raising capital. Her signature talk, “Private Money Rockstar,” draws from Jillian’s previous experience in the music industry to empower the entrepreneur to be money-raising Rockstar. Jillian is the founding partner of Crowdfunding Lawyers, LLP. Established in 2014, Crowdfunding Lawyers, LLP clients have gone on to raise over $4 billion in the capital.
Yonah is a powerhouse with property owners' tax savings and teaching. Ever since he was young he has been a teacher and now as Business Director at Madison SPECS and as a national Cost Segregation leader, he has assisted clients in saving tens of millions of dollars on taxes through cost segregation or investing in real estate. Over the past 14 years, he and Madison SPECS has done over 15,000 cost segregation studies covering all 50 states, resulting in over $3 BILLION in tax savings. He has a background in teaching and a passion for real estate and helping others. He loves to learn and stay informed, but more importantly, sharing that knowledge with others. He’s a real estate investor and has been a guest on over 100 of the top real estate podcasts on the subject, and is also a host of the new podcast Weiss Advice. As host of the Weiss Advice, he speaks to some of the best minds in Real Estate, Business, and Beyond.
Jillian Sidoti is an attorney, speaker, entrepreneur, and former college professor. She's forever focused on finding the best and least challenging path for entrepreneurs to find funding for their deals. Jillian has written equity and debt offerings for all kinds of industries including real estate, biotech, film, software, alcoholic beverage, cannabis, and green tech. Jillian’s client list includes Grant Cardone, Than Merrill of AE’s Flip this House, Tarek El Moussa of Flip or Flop, David Gross (Nipsey Hussle), Bigger Pockets, Insitu Biologics, and Biolife4D. Jillian is the author of the Crowdfunding Myth, debunking the myths surrounding crowdfunding. As a public speaker, Jillian often offers fun and relatable content that leaves the audience with a deeper understanding of the legalities and psychology behind raising capital. Her signature talk, “Private Money Rockstar,” draws from Jillian’s previous experience in the music industry to empower the entrepreneur to be money-raising Rockstar. Jillian is the founding partner of Crowdfunding Lawyers, LLP. Established in 2014, Crowdfunding Lawyers, LLP clients have gone on to raise over $4 billion in the capital.
Edward has been involved in real estate right from his childhood seeing and working around rental properties within their family. He started as a real estate agent working for a small "mom and pop" real estate office in Miami and quickly became the top producing agent at the firm putting in 70 hours of work every week. After moving to Las Vegas, he worked with the #1 Team at Berkshire Hathaway. Their 30+ years of local market experience in Las Vegas real estate combined with his own real estate knowledge and skills have enabled them to thrive without missing a beat. Today, at Keller Williams Group it allows him greater flexibility, independence, and creativity in work so that I can better serve client needs. Many clients know him for providing service above and beyond that of his peers. Edward is a family man and an ardent sports fan - Go Dolphins, Heat & Marlins! His Specialties: residential real estate sales, commercial real estate sales, multi-family units and investment properties
Dave and his team own/operate REI Bookkeepers, providing specialized bookkeeping services exclusively for real estate investors. His company serves thousands of real estate investors across all different levels. In the episode Dave shares his valuable advice reg best accounting practices, do/don'ts of book-keeping, how to keep receipts/invoices and travel records and how to keep yourself armed with information to prevent any scrutiny from IRS audits.
Kyle Mitchell is a real estate entrepreneur who has a focus on Multifamily Syndication and currently has $17MM AUM. He is the Managing Partner and Co-Founder of Limitless Estates, Who’s vision is to provide A class living to lower income housing by putting the residents first and instilling a sense of community while inspiring others to do the same. Kyle is also the co-host of the weekly real estate podcast, Passive Income Through Multifamily Real Estate, where he speaks with various experts in the Real estate industry to help educate and create clarity for passive investors. With a background in operations, management and logistics, he has overseen multi-million dollar businesses and has a passion in doing the same in the multifamily syndication space.
Travis Watts is a full-time passive investor. He has been investing in real estate since 2009 in multi-family, single-family and vacation rentals. Travis is also the Director of Investor Relations at Ashcroft Capital. Travis has invested in over 28 passive syndications between 14 different firms. Travis now dedicates his time to educating others in the world of investing and has made it his mission to share passive investment strategies in order to help others achieve and maintain wealth in real estate.
World-Class Professional Speaker, Corporate Trainer, Investor For over 22 years, Darren Jacklin has travelled four continents and personally trained and developed over one million people in over 46 countries. He has mentored entrepreneurs and business owners on specific and measurable strategies. These strategies have then been implemented into businesses to increase income, transform obstacles into cash flow and turn passion into profits. Darren has an uncanny ability to increase wealth and success by uncovering hidden assets, overlooked opportunities and undervalued possibilities. His talent has captured the attention of Tiger 21, The Wall Street Journal, Yahoo Finance, NBC TV, CBS TV, Global TV, international radio stations, magazines and newspapers, movie producers, best-selling authors, CEO’s and business experts worldwide. Darren is featured as an international celebrity in the 2015 movie The Treasure Map. Darren Jacklin currently sits on paid international boards of directors and advisory boards of public and private companies. He has also personally trained over one hundred and fifty Fortune 500 companies such as Microsoft, AT&T, Black & Decker, Barclays Bank, as well as high school, college, and university students and lastly, professional athletes. His experience has connected him with people in more than 130 countries.
Brian T. Bradley, Esq. is a nationally recognized Asset Protection Attorney. He has been interviewed and a featured guest on many top shows such as Flipping America Podcast with Roger Blankenship the “Flipping America Guy” and member of the Forbes Magazine Real Estate Council. SharkPrenuer hosted by Kevin Harrington (the original Shark on the hit TV show ‘Shark Tank' and inventor of the informercial), Best Advice Ever with host Joe Fairless and many others. Brian was selected to the Best Attorney’s of America’s List 2020, Lawyers of Distinction List three years in a row (2018, 2019, 2020,) Super Lawyers Rising Star List 2015, nominated to Americas Top 100 High Stake Litigators List, nominated to the 2017 Law Firm 500 Award. Brian also writes on high-end asset protection.
Daniel started his real estate career in 2009. He is a seasoned multifamily operator with extensive experience in property valuation, acquisitions, and asset management. He is known for providing exceptional value for investors.He’s an experienced real estate acquisitions and development professional specializing in multifamily mixed-use assets in emerging markets. He manages all investment activities including acquisitions, capital sourcing, asset management, and disposition.Mission Bay Capital Partners, Principal. Multifamily Investor, syndicator, developer and consultant for about 6 years with a portfolio valued at over $100M.
Omar Ruiz is the co-founder of LeRu Investments LLC, a private for profit real estate Investment Company and Home Choice Property Management Inc. Their company is focused on acquiring value-added properties and apply a management strategy focused on increasing value; creating resident appeal and achieving high investment returns for our partners, members and communities. Omar Ruiz has been in real estate for more than 16 years as a real estate investor, property manager, asset manager and property due diligence specialist. Omar and his team run the largest Investor Group in California – the Orange County Investment Club with over 8700 members. In the podcast episode, Omar shares his advice reg the multifamily business, how to select markets and stay on top of assets performance.
Dan retired from a professional soccer career and has actively invested in real estate since 2011, focusing on well located investments with strong cash flow in markets from California to Texas. In 2017, Dan began divesting his Single Family Residence portfolio to focus on commercial real estate acquisitions. Dan started investing in syndications, allowing him to further diversify his holdings in Class-A Student Housing developments in downtown Los Angeles. At Driven Capital Partners, Dan's focus is on asset management and investor relations. Dan manages DCP's portfolio of assets meticulously, optimizing each property's potential while implementing the business plan that was put in place upon acquisition.
Devin Elder is a San Antonio, Texas, native & Real Estate entrepreneur. He worked for Rackspace, Acelity, and a handful of other small tech companies in Sales, Management, and Operations roles before founding DJE Texas Management Group and transitioning full time to Real Estate entrepreneurship. He is Founder and Principal of DJE Texas Management Group, a San Antonio based vertically integrated multifamily investment firm with 2,000 doors.Today, Devin Elder is a principal in a number of Real Estate investment companies and owns a portfolio of over 600 units of multifamily investment properties. He has a broad network of experienced and trusted advisors, attorneys, brokers, investors, and accountants that facilitate the continued success and growth of DJE Texas Management Group. During downtime, Devin enjoys travel, family time, and is an avid reader, golfer, and musician.
"Gino Barbaro is an investor, business owner, author and entrepreneur. As an entrepreneur, he has grown his real estate portfolio to over 1500 multifamily units and is teaching others how to do the same. Gino is the co-founder of Jake & Gino, a multifamily real estate education company that offers coaching and training in real estate founded upon their proprietary framework of Buy Right, Manage Right & Finance Right. He is the best-selling author of three books, Wheelbarrow Profits, The Honey Bee and Family, Food and the Friars. Gino graduated from IPEC (Institute for Professional Excellence in Coaching) where he earned his designation as a Certified Professional Coach. He currently resides in Florida with his wife and their six children."
Bruce is a Licensed Financial Advisor and the Founder of Platinum Trust Group. He is a nationally known author and speaker having spoken on stages with notables such as Donald Trump and Al Gore. Bruce is one of nation's leading experts in trusts and has a proprietary and copyrighted Trust for asset protection and tax mitigation. Bruce has been an active real estate investor and in a 3 year period he bought and flipped over 160 properties. In total, Bruce has been involved in over 92M in real estate transactions. Bruce is also the founder of Platinum Financing Group that funds new business start ups and gets cash infusions for existing businesses as well.
Ryan Gibson is CIO and co-founder of Spartan Investment Group, LLC. Ryan has experience in real estate development to include ground-up development of luxury condos, single-family homes, and full renovation projects located in challenging high density urban markets. Ryan owns and manages rentals properties in multiple states and has invested in apartment buildings, self-storage, and land development projects. For SIG, Ryan is responsible for investor relations and capital raises for projects. Ryan graduated from Mercyhurst University with a bachelor’s degree in Business, with concentrations in Marketing, Management, and Advertising.
Jonathan Twombly is the president of Two Bridges Asset Management LLC, a multifamily syndication firm in New York City specializing in assets in the Southeastern United States. Jonathan is also the founder of the Multifamily Launchpad coaching platform. He's a graduate of Harvard College and Columbia Law School, a former national board member of the Harvard Real Estate Alumni Organization, and former President of the Entrepreneurs Organization - Brooklyn Chapter. In the episode, Jonathan shares his diverse "trying" experiences with full lifecyle of purchasing their first large multifamily syndication, and the importance of various aspects of asset management and managing the property managers.
Jens immigrated from Denmark in 1996 and after a career in IT he became an entrepreneur and started investing in multifamily real estate. He currently owns 74 units in New Mexico and Colorado and is a General Partner on over 750 syndicated units around the country. Over the last few years, he has also passively invested in 14 syndications/private investments, spanning over 800 apartment units, 2000 mobile park lots and over 6000 storage units plus mortgage note funds and private money lending. Jens also has a passion for coaching new investors and enable their success through strategy, accountability, and personal growth.
"In today's episode, Rod Khleif discusses COVID Pandemic impacts on Multifamily and how to block and tackle ahead. Rod Khleif is an entrepreneur, real estate investor, multiple business owner, author, mentor, and community philanthropist who is passionate about business, life, success, and giving back. As one of the country’s top real estate trainers, Rod has personally owned and managed over 2,000 properties. Rod is Host of the Top-Ranked iTunes Real Estate Podcast which has been downloaded more than 8,000,000 times – “The Lifetime Cash Flow Through Real Estate Investing Podcast.” "
Ivan Barratt is a multifamily owner, manager, and syndicator who specializes in large apartment communities in the Midwest. Since 2015, Ivan Barratt has raised nearly $80 million in equity, acquired over 3,000 units and grown Barratt Asset Management (BAM) to a best-in-class, two time Inc5000, private equity and management firm. Today, Ivan focuses his time on equity finance, acquisitions and company strategy. Currently, his company manages nearly $300 million in assets, comprising nearly 3500 units. In this epsiode, Ivan shares great advice/experiences into all aspects off the business and how helping others around him has scaled his business to new heights. Listen-in for a great episode...
Cody Payne is the Senior Vice President at Colliers International in Dallas-Fort Worth at the Capital Markets Group. He and his team of 20 people actively work on Sale/Lease of Industrial/Office/Retail/Medical facilities within the DFW Metro areas. In the podcast episode, Cody shares the history and growth of DFW metro and the current State of the Market in Dallas within the Covid-19 pandemic era.
Brian is a 35+ year CRE veteran with over $2B in sales and leases. Author of the #1 Best Seller in CRE book on Amazon, "The Due Diligence Handbook For Commercial Real Estate". Brian has participate in due-diligence and analyses of millions of sq ft of commercial properties in his career. In the episode, Brian shares the details and importance of Due-Diligence in commercial assets. He shares how a proper due-diligence has to be performed and the market and submarket forces that play into how an asset should be analysed.
"Passive investing is a worry-free way to achieve mailbox money, however, proper due-diligence has to be done on various factors such as - asset sponsors, target market, and the asset itself. On today's show Jeremy discusses the various elements of passive investments and how to stay out of trouble. Jeremy further highlights the economic challenges we face in the midst of COVID pandemic and federal stimulus money. Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker, and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US. "
After a stint at Ford Motor Company, Paul co-founded a staffing firm where he was finalist for Michigan Entrepreneur of the Year two years straight. After selling the staffing firm to a publicly traded company, Paul began investing in real estate, founded multiple investment and development companies, appeared on HGTV, and eventually built and co-managed a successful multifamily development. Paul co-hosts two podcasts including The Art of Investing and How to Lose Money. He is also a contributor to Fox Business and BiggerPockets, producing live video and blog content on a weekly basis. Paul is the author of two popular real estate books as well. Paul is Managing Director of three commercial real estate funds at Wellings Capital. On the podcast episode, Paul discusses the details and nuances of investing in Self-Storage facilities and the challenges we face today.
Lane Kawaoka has been investing for over a decade and now controls 3,500+ units in many States. As owner of SimplePassiveCashflow.com, Lane is responsible for finding investment opportunities, analysing, and marketing. As an Enginner by professional background; he uses is analytical engineering background, to reverse engineer the wealth building strategies that the rich and wealthy use. Working as a high paid professional in Corporate America and frustrated by the traditional wealth building dogma, Lane was compelled to inspire and mentor other working professionals via his Top-50 Investing podcast at SimplePassiveCashflow.com. In today's episode, he shares how he went from working as a fulltime engineer to now a passive investor.
Kaylee Mcmahon is the founder/principal with The Apartment Queen and host of the "#1 Leading Ladies" podcast. She has participated in six multifamily syndications totalling 731 units so far. In his episode Kaylee highlights the benefits of multifamily syndications for passive investors and how conservative these assets are structured for capital preservation and growth of passive investors. She shares her journey from being a Medical Professional to a real-estate Broker to now a Multifamily Syndicator.
"Scott Smith is an Attorney and an Investor himself owning assets in several States. He is the owner of Royal Legal Solutions firm, which specializes in asset protection, tax and estate planning for individuals and real estate investors.
In this episode, Scott explains importance of stand-alone LLCs and Series LLCs and the various nuances of State laws and formation/recognition of these entities. Scott explains how assets are held within Series LLCs using blind Trusts. Scott explains how investors should layer-in operating company LLC than Asset holding LLC's to protect themselves. We discuss best practices of forming LLCs within various States and how various types of members are used to get maximum protection from "piercing the veil of LLC". How one can form LLCs in Texas, Florida, Wyoming and Delaware and get maximum benefits of costs, unique laws within these States. Scott further explains uses of Anonymity Trust, Living Trust, Wills and Medicaid Trust for health care during retirement age. We discuss how investors can use Solo 401k to invest in syndicated commercial assets.
Listen in; to expand your brain to limitless creative possibilities and best-practices of laws for personal legal planning and asset protection. "
Scott Price of Bonvolo Real Estate Investments provides services in multifamily investing, including key differences to other types of investments, property selection, due diligence, financing, property management, value plays, and more! He is an active real estate investor, currently owning multi-family, SFR, office, retail, medical, and land properties throughout Washington State. His primary focus is buy and hold cash flow investments, occasionally partnering with other investors. Scott bought and managed his first rental property in 1994 and later ramped up his real estate and investing work. He is full time commercial and residential real estate broker, and in 2005 personally purchased his first apartment complex. During 2007 he used his knowledge to leverage the market’s changing buy opportunities and consistently increasing his cash flowing portfolio. Today, he shares his advice and insights on this podcast episode.
Jay Tenenbaum is Vice-President for asset management for Arizona based real estate investment firm, AZP Capital, that gives professionals new options for investing in commercial, multi-family and residential real estate. He has transitioned from being an attorney to a successful note investor, and investing for himself. Jay has acquired over 275 distressed mortgage notes and properties in 24 states. He attributes his success and expertise to his ability to effectively integrate his 20 years of experience as a former debt collection professional. Jay has raised and deployed over several million dollars enabling investors to achieve passive cash flow. In this episode, he shares his advice reg investing in real estate.
Our guests today are going to share some real estate secrets. The two of them are cofounders of Goodegg Investments, where they help busy people invest in cash flowing real estate – without being a landlord. They focus on preserving and growing investor capital by identifying investment opportunities that are acquired and managed by experienced partners that have a proven track record of success. Today, Annie and Julie share behind-the-scenes details of their business, how they identify good operators, properties, sub-markets and how the commercial multifamily is recession-proof.
Al Williamson is a Civil Engineer by education but creating surprisingly beautiful affordable housing is his passion. It took me many years for Al to figure out how to create enough side income to cover the monthly mortgage of his apartment buildings but he learned many valuable lessons along the way. He publishes his best practices on his weekly blog i.e. "Leading Landlord" that focusses on innovative ways landlords can create new income streams, reduce expenses, and grow their equity. He is also the author of popular books "Building Wealth with Inner City Rentals" and "40 Ways to Increase the Net Income of Your Rental Property". He joins us today to share his valuable experiences in his real estate journey.
Mark Kenney is a seasoned real estate investors and the founder of Think Multifamily, a leading Multifamily Acquisition & Education company. Mark & his wife, Tamiel started their real estate career over 25 years ago and have invested in 6500+ apartment units with a strategy focused on acquiring, owning, and operating apartments, and providing clients with the opportunity to invest in real estate through syndication at a reduced risk. Listen in for great advice from Mark's experiences.
Dan Breslin is the President of Diamond Equity Investments, a real estate investment organization currently operating in many states. His company purchases, renovates, & resells single family homes, multi-family buildings, commercial property & land. Dan discusses his business model, the inner workings of his company, as well as various major metro markets they operate in. Dan goes into detail on the types of marketing they do to achieve the volume they want and also provides a ton of great tips and wisdom in this episode. Dan is also the host of the REI Diamonds Show, a podcast show followed by investors and agents throughout the US.
Aaron Howell is an experienced Pharmacist with a demonstrated history of working in the hospital & health care industry. Skilled in Pharmacy Benefit Management, Patient Counseling, Pharmacy Automation. Strong healthcare services professional with a Bachelor of Science (BS) focused in Pharmacy from West Virginia University. Aaron shares his journey about how he started his real estate investments and how real estate has provided freedom to his family.
Steve Olson of the Fourplex Investment Group (FIG) has an unique niche of developing build-to-rent fourplexes. His company develops land, builds turnkey fourplexes with rental investor in-mind. Their company provides a unique multi-family turnkey solution wherein the rental buyers can still quality for conventional financing and acquire cashflowing multi-tenant new construction properties. What more! They manage those also for you! Let's dig into our insightful conversation with Steve.
M.C. Laubscher is the host of the top-rated business and investing podcast on Itunes, Cashflow Ninja and also the Chief Executive Officer of Producers Wealth. Being an entrepreneur and investor, M.C has experienced first-hand the challenges that producers and creators face globally daily and it has become his mission and purpose to help producers and creators create, protect and multiply wealth outside of Wall Street in ANY Economy. In this episode, M.C shares his valuable business insight for all investors.
"Anthony is the CEO and managing broker of Buckingham Investments. Anthony seeks to be a trusted advisor and assist his clients with achieving financial independence and retirement security through investing in multi-family income property. He believes that real estate wealth is not created only at the time of purchase, but well before an investment is ever made through education and planning. He teaches frequent seminars on many aspects of investing and has been an invited guest speaker at multiple educational institutions and trade organizations throughout Southern California. Practicing the investment philosophy he teaches, Anthony has also developed an extensive portfolio of income property, the vast majority of which is located in the local Greater South Bay of Los Angeles."
Dave Zook is a successful business owner and an experienced real estate investor active in Multifamily Apartments, Self-storage and the ATM space. Dave has acquired more than $100 million worth of real estate since 2010. Dave and his investors own approximately 3000 Multi-family Apartment units. Dave is a renowned and trusted professional resource in the ATM investment market where they have deployed more than $90 million of investor capital. As a #1 Best Selling Author and popular guest speaker Dave has shared his knowledge at the International Business conference, The Jason Hartman Real Estate Mastermind, The Wealth Formula Podcast and the Real Estate Guys Radio show.
Scott Maurer is a Director at Advanta IRA, a self-directed IRA custodian, specializing in helping individuals invest in alternative assets using their retirement funds. These alternative investments include (but are not limited to) real estate, private equity, notes/mortgages, and much more. Scott has assisted many professionals with the purchasing of various assets in their plans, and communicating with multiple third parties to complete these purchases. Scott has made numerous presentations (live and through webinar) to many diverse groups, including realtors, attorneys and CPAs. Scott has strategic partnerships with investment firms, both local and national, to develop processes to allow for their investors to utilize their retirement funds to invest in the private projects. Listen in for insights to leverage your SD-IRA for passive real-estate investments.
Mr. Josh Eitingon is the co-founder of DXE Properties. He brings a keen eye to each acquisition, identifying opportunities for growth. With a focus on optimizing property performance, Josh works closely with management to drive each business plan. Mr. Eitingon founded JAE Property Group with his first real estate investment of a 20-unit distressed property in Cincinnati, OH. Josh oversaw all major operations of the company and was instrumental in all phases of acquisition, asset management, and investor relations. Through JAE, Mr. Eitingon and partners established a portfolio of multifamily investment properties clearly fitting into a well-defined investment strategy.
"Mr Adams has been investing in multifamily real estate since 2008 and have ownership in a little over $54,000,000.00 of apartment communities. His passion is teaching others to invest in multifamily real estate so they can scale up, make big cash flow, and skip single family rentals all together. Adam is a Social Media Marketing expert and a Real Estate Investor/Syndicator and a Passive Income Specialist for Multifamily Apartment Investing. "
"Rod Khleif is a passionate real estate investor who has personally owned and managed over 2000 properties. As one of the country’s top real estate, business, and peak performance luminaries, Rod has also built over 23 businesses in his 40 year business career.
A compelling rags-to-riches-to-rags-to-riches story, Khleif soared from humble beginnings as a young, impoverished Dutch immigrant to incredible success. Rod brings incredible authenticity and insight to his approach to business, success and life. Rod loves training and coaching the “psychology of success” to aspiring real estate investors and entrepreneurs.
In this episode, Rod speaks about his passion, mindset, goal-setting, envisioning, and manifesting success."
"Mr. Box is a Principal of Box Wilson Equity and a former Senior Director at Old Capital Lending, a top provider of commercial capital solutions in the Texas market. Mr. Box’s background is in the accounting, business strategy consulting and real estate industries. He has been directly involved in the acquisition, investment and management of over $290MM in multifamily and self storage assets since 2008. Prior to joining Old Capital, he spent 5 years with a DFW-based multifamily owner-operator, where he oversaw all acquisitions and asset managed ~3,000 units. Mr. Box is a Certified Public Accountant licensed in the state of Texas. In the episode, Mr Box shares various considerations of evaluating deals, sponsors and markets for multifamily investments."
Jason is a real estate entrepreneur, mentor and podcaster. Jason is the host of the Real Estate Investing Foundation Podcast. A platform serving to help Real Estate Investors take massive action through learning from the steps and missteps many industry pros have taken along the way. His company Oak Capital Partners, focuses on a large scale multifamily assets in the Midwest and Southeast currently hovering at 425 Units. In the podcast episode, Jason shares important fundamentals of investing out-of-state. We discusss Markets, Property Management, Conservative Underwriting principals and more.
Phil served honorably as a Naval Special Warfare Combatant Craft Crewman (SWCC) in the Navy. Upon retiring from active duty, Phil sold residential real estate and flipped homes. Phil started his multifamily real estate career with purchase of a small 13 unit property. Currently, Phil owns approximately $20,000,000 in real estate comprising of 245 units located in Coastal Virginia. His model is to partner with talented industry professionals and assemble win win partnerships to acquire and revitalize distressed and underperforming assets to ensure profitability for his team, while at the same time changing neighborhoods for the better and offering safe and economical housing to the marketplace. Phil enjoys sharing his knowledge and isn’t afraid to talk about his failures so that others can learn from them. He is always speaking at various real estate meet ups and conferences.
Mike Jordan is the Founder/CEO with Strategy Investment Group; a multi-disciplinary real estate firm. Mike has indepth experience within multifamily asset class and optimizing the performance of multifamily assets. In this episode, he shares his diverse company operations and his advice on many aspects of the business in terms of starting out: education, mentors and steps to take. Further his advice on due diligence, asset repositioning, property management, managing assets, relationship building with residents and much more is extremely sound.
YouTube: https://youtu.be/Y_TM3z85b9A SoundCloud: https://soundcloud.com/user-620165140/sk010 iTunes - https://podcasts.apple.com/us/podcast/investing-in-real-estate/id1455221198 Website - http://www.premiumcashflow.com/podcast/
If you are looking to learn about business and multifamily real estate investments, tips, how-to; become a member of closed Facebook group for exciting multifamily projects, news and more. Premium Cashflow Podcast Group - https://www.facebook.com/groups/366489244222114/
Neal Bawa is Founder/CEO with GroCapitus. Neal is a data-scientist, a demographer who uses data-science and analytics to methodically invest in growing submarkets for many years now. In the podcast episode, Neal discusses how the growing submarkets with "tail-wind" behind their back assist syndicators/investors with confidence to reach their projected proforma numbers and how rising interest rates can impact projected performance. Neal further shares some key asset management metrics that syndicators should track to ensure optimal performance of their properties. We further discuss how Virtual Assistants have played a central role within his business.
YouTube: https://youtu.be/09Hk8OsEq0Q SoundCloud: https://soundcloud.com/user-620165140/sk009 iTunes - https://podcasts.apple.com/us/podcast/investing-in-real-estate/id1455221198 Website - http://www.premiumcashflow.com/podcast/
If you are looking to learn about business and multifamily real estate investments, tips, how-to; become a member of closed Facebook group for exciting multifamily projects, news and more. Premium Cashflow Podcast Group - https://www.facebook.com/groups/366489244222114/
John Azar is the Partner with MACC Venture Partners, a vertically integrated real estate firm. In this episode John discuss the evolution of their company and how different teams, relationships and capital stack assisted the growth of their firm. John advises how the investor-operator mindset shifts as the scale of company grows and one becomes a fiduciary manager of assets. John discusses their investment philosophy, how their projects are structured. He discusses how they execute their value-add investment strategy, their debt structure and a target sell-exit plan. He discusses reasearch factors that go into evaluating deals to achieve their targetted rent-growth projections and the entire investment plan.
Kimberly Bays is the Founder/CEO with Exponential Property Group. From humble beginnings as a single family investor, she has scaled her business to thousands of units now. Her company specializes in deep and light value-add multifamily projects and has capability to handle significant distress situations as well. Kim discuss how inhouse property management gives her upperhand in having control over cost, schedules, management culture, system momentum, etc. She shares how her inhouse materials sourcing business she has added significant value to her projects at a deep-discount cost. She has a win-win mindset wherein she has scaled her business by making sure her employees and investors win first. That alignment of interest and immpecable execution has enabled to keep harmony within business, and using her inhouse property management has catapult the business to new levels. The results are seen in exponential investor returns as well. Great episode to listen-in and take actionable steps.
In the next episode of Premium Cashflow Podcast, Brian Burke with Praxis Capital shares practical business insights into establishing your sub-market criteria and selecting optimal sub-markets for multifamily investments. We discuss what is working in today's economy and how investor expectations have to be aligned with operator for best outcome. Brian advises reg how their apartment investments are structured with limited partners, their capital raising structure and their syndication sensitivity analysis, and waterfall structure. Further he shares tips/tricks of buying correctly, conservative underwriting, financing, asset management, their entity structure and more...This episode is packed with actionable content and practical gems for all listeners.
Omar Khan shares practical insight into selecting optimal sub-markets for multifamily investments. We discuss tangible framework, how-to and drilling deep-down into sub-market details. We discuss tips/tricks of asset management and more...This episode is packed with actionable content and practical gems for all listeners.
Michael Becker is a Principal Partner with SPI Advisory. This week I interview Michael, to understand their business strategy, processes, team and details of his syndication business. From humble beginings as a loan officer, performing single family rentals; Michael scaled his business to dizzying heights using Syndications, and Partnerships in the Multifamily asset class. Listen in carefully to fully understand the nuances and major takeaways from the enlightening discussion.
This week I had the pleasure to host Mr David Thompson, CEO at Thompson Investing. David shares his insights into investing in apartments, what to look for in various submarkets, syndication basics and why investing in cashflow apartments is a great way to preserve capital and have a lifetime cashflow.
This week I host Mr James Kandasamy CEO at Achieve Investment Group as an expert guest at our Premium Cashflow Podcast. James discuss investing in deep-value add apartments and how off-market and being a differentiator in marketspace can give you an edge in marketplace. James discusses analysing a Profit and Loss statement and how to spot inconsistencies and spot efficiencies with respect to how you want to manage the portfolio yourself.
This week I sit down with Ben Frederick one of the top Commercial Broker in Baltimore City and discuss State of Economy around Baltimore and Mid-Atlantic area. Ben describes basics of investment properties, various components of cashflow investments and why investing in apartments is a smarter way to grow your investments.