Invest For The Win: Recent Episodes
FTW Investments
Welcome to the Invest for the Win, where we consider and discuss strategy on how to win at the game of private investing. Whether you are a novice or seasoned investor, tune in to hear experts break down complex topics and reveal emerging trends in private investing. Head over to investforthewin.com to find links to episodes and more great additional content to position yourself to invest for the win. Hosted by the founders of FTW Investments, Logan Freeman, Cory Tuck and Parker Webb.
Our guest for today's episode is Michael Flaherty — the founder and President of L5 Investments. L5 provides its partners with short-term cash flow returns and long-term capital appreciation via the ownership, repositioning and management of apartment communities in U.S. markets of growth and stability. Michael has been involved in over 3 billion worth of transactions over his career and been through the 2008 and 2009 great financial crisis.
Today, we will be diving into building and growing a successful multi-family real estate business and investments, including the three Ps. So, make sure to check the three Ps out and how to think about investing going into 2023.
There’s really some great nuggets in today’s episode, so tune in!
**HIGHLIGHTS OF THE EPISODE
01:09 – Guest Intro and Background: Michael Flaherty**
11:27 – Stepping Back Into the Market
14:41 – Geographical Analysis
19:34 –
Being the Captain of All Your Businesses
22:05 – Building the Right Team
24:29 – How Inflation and Interest Rates Affect Michael’s Strategy
31:57 – Pricing Exploration Period
37:29 – Stay on the Game
41:59 – Closing
CONNECT WITH THE GUEST
Website: https://www.l5invest.com/
LinkedIn: https://www.linkedin.com/in/michael-flaherty-26377b2/
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
sustainableinvestments
realestate
multifamily
Our episode today is about Legally Minimizing Tax Consequences Through 1031 Exchanges, and talking about it with us is Dave Foster — the Executive Director for The 1031 Investor. He has been in real estate investing for 20 years now and is working with other investors and realtors to gain more knowledge about minimizing tax consequences.
His expertise and work with others have helped thousands of investors to keep all their equity working for them and legally avoid paying taxes with 1031 Exchanges and other tax strategies.
Join us as we win the game of real estate investing. Whether you need help understanding your options, learning more about 1031 exchanges, or creating a strategy for your personal investing, this episode with Dave has the information, tools and Qualified Intermediary services that will help you achieve your goals while helping you minimize your taxes.
Tune in for another great episode!
HIGHLIGHTS OF THE EPISODE
00:00 - Introduction
01:09 – Guest Intro and Background: Dave Foster
04:11 – A Point in Dave’s Life When He Decided to Make a Change
09:58 – Return on Equity
14:40 – The Power of Using the Deferred Tax
18:37 – Risks of the 1031 Exchange
21:09 – The Four D’s to 1031 Investing
31:02 – Appreciation of Properties
33:47 – How to Qualify for a 1031 Exchange
35:53 – Economic Benefits of 1031
41:36 – Predictions
45:51 – Why Dave Does What He Does
47:27 – Closing
CONNECT WITH THE GUEST
Website: https://www.the1031investor.com/
LinkedIn: https://www.linkedin.com/in/davefoster1031/
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
1031investing
minimizingtaxconsequences
returnonequity
Our guest for today's episode is David Youngblood — the Chief Financial Officer of Strategic Acquisitions Group, who brings a unique perspective to the real estate world.
Today, we will be diving into David’s success formula in real estate, multi-family and other operations, including his thesis for value investing. We will also be learning the true value and power of empathetic leadership, as David emphasizes his three-step process of dealing with mistakes.
There are really some great nuggets in today’s episode, so tune in!
**HIGHLIGHTS OF THE EPISODE
00:48** – Guest Intro and Background: David Youngblood
03:03 – How David Got Involved in the Industry
06:44 – The Long-Term Approach of Investing
10:29 – Real Estate Side of SAG
14:45 – David’s Type of Assets
20:46 – The Difference between Properties in Different Countries
24:48 – Real Estate Focused Company
31:57 – The Importance of Assessing Lease Structure
36:37 – Top Takeaways to be Successful
50:33 – What Inspires David?
53:39 – Closing Thoughts
CONNECTING WITH THE GUEST
Website: https://sagknox.com/
LinkedIn: https://www.linkedin.com/in/davidkyoungblood/
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
leadership
realestate
valueinvesting
Our guest for today’s episode is Chad McCann — the leading director of WeWork in the Midwest. He has been overseeing a portfolio that spans four different markets. He is currently holding 10 different assets and around a million square feet of office space. Chad has been at WeWork for five years spreading across a variety of different positions from project management to global sales, and now runs a sales team dedicated to working with tenants as small as individual operators to full floor enterprise clients.
In today’s episode, we talk about the future of office spaces through WeWork and the concept of co-working. Given Chad’s phenomenal personality, he will be providing us with a really insightful and fun conversation where we find a lot of value in leadership and building incredible teams.
Tune in for another great episode!
**HIGHLIGHTS OF THE EPISODE
01:17** – Guest Intro and Background: Chad McCann
03:19 – How Chad Got Started
06:58 – What to Bring to the Conversation
10:38 – The Pyramid of Success
12:29 – WeWork Story
19:46 – Communities Out of Recessions
26:22 – Remote Productivity
38:30 – Where Will WeWork Be Years From Now
41:46 – Thoughts on Flow
46:22 – What Inspires Chad
49:47 – Closing
CONNECT WITH THE GUEST
Website: https://wework.com/
LinkedIn: https://www.linkedin.com/in/chad-mccann-06054866/
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
humility
continuouslearning
spaceoperator
Our guest for today’s episode is Reid Bennett — the National Council Chair of Multifamily Properties for SVN. He has over 20 years of experience brokering and investing in multifamily. As a licensed managing broker, he focuses primarily on the sale of apartment communities across the Midwest and the country.
Today, we will be diving into working in the commercial real estate space, specifically multifamily and how investors and brokers can stay relevant, optimistic, and how they can keep a level head at present. We talk a lot about the whiplash that's happening in the market where opportunities may or may not be found.
Tune in for a fascinating conversation with Reid, as he prides himself on understanding the nuances and analysis of today’s market — relating it to scenarios back in 2008-2009.
HIGHLIGHTS OF THE EPISODE
01:38 – Guest Intro and Background: Reid Bennett
08:07 – How Reid Stayed with the Times
19:27 – The Psychology of Real Estate
29:56 – Preferred Equity Opportunities
33:19 – Is Now a Good Time to Invest?
45:16 – Predictions
50:00 – Intrinsic Value of Real Estate
52:01 – Closing Thoughts
CONNECT WITH THE GUEST
Website: https://svn.com/
LinkedIn: https://www.linkedin.com/in/reidbennettccim/
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
equity
multifamily
brokers
Our guest for today’s episode is Joel Goldberg of Joel Goldberg Media. As a television personality with the Kansas City Royals since 2008, Joel's name has practically become synonymous with the World Champion baseball team. His behind the scenes work inside the clubhouse and the relationships he has built along the way gave him a unique perspective on culture that translates to business success.
Recognizing that principles of baseball could be utilized in the business world, Joel launched his successful speaking business in 2016. With audiences eager for more regular content, his podcast Rounding the Bases was released shortly thereafter. Through his interviews with business leaders, athletes and everyone in between, the bi-weekly installments expand on the topics of culture and leadership through a baseball lens.
In today’s episode, we talk about building and maintaining relationships and how to network with people including the day to day struggles of extraordinary people like Joel. He wants people to realize that no matter who you are or what you have become, we all stand on the same ground and deal with problems of our own. No one is living the perfect life, hence why connecting with people is very important, as everything you do is about people.
Tune in for another great episode!
**HIGHLIGHTS OF THE EPISODE
00:56** – Guest Intro and Background: Joel Goldberg
08:55 – Building Relationships with People
16:17 – What’s A Good Storytelling
24:40 – Learnings from Building a Championship Culture
37:20 – Quick Tips on Effective Networking
41:20 – Small Ball Big Results
53:43 – Closing Thoughts
CONNECTING WITH THE GUEST
Website: https://joelgoldbergmedia.com/
LinkedIn: https://www.linkedin.com/in/joelgoldbergkc/
Twitter: https://twitter.com/goldbergkc
Instagram: https://www.instagram.com/joelgoldbergkc/
Facebook: https://www.facebook.com/joel.goldberg.39
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
networking
publicrelations
media
Our guest for today’s episode is Conner Burton of Calculated Investor – a weekly newsletter that curates commercial real estate news and content across the entire real estate industry. He is also an Engineer for the Department of Defense. He started investing passively in multi-family apartment complexes a few years ago. He is also catching fire on LinkedIn as he is a great writer, sharing all of his investments and profits publicly.
In today’s episode, we will be diving into what passive investors should be thinking about when evaluating new opportunities and how your choices and your goals are extremely important to the opportunities that you actually invest in. We will be talking about a lot of different things, including the misconception that just because you know somebody, doesn't necessarily mean you should invest in their deals, as it can actually be a barrier instead of a bridge to your success.
Tune in for another great episode!
HIGHLIGHTS OF THE EPISODE
01:29 – Guest Intro and Background: Conner Burton
07:28 – About Calculated Investor
13:16 – Mistakes to Avoid in Passive Investing
17:50 – Three Major Roadblocks
25:00 – Risk and Return Criterion
31:46 – What Would Conner Do if He Was Given One Hundred Million Dollars?
36:21 – Is It a Good Time to Invest?
42:29 – Price Discovery Situations
50:18 – Why the Guest Does What He Does
52:42 – Closing Thoughts
CONNECTING WITH THE GUEST
Website: https://calculatedinvestor.com/
LinkedIn: https://www.linkedin.com/in/connerburton/
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
calculatedinvesting
passiveinvesting
commercialrealestate
Our guest for today’s episode is Jeremy Roll of Roll Investment Group, who also happens to be the co-founder of For Investors By Investors. He is a data-driven 20-year professional passive investor. He started investing in real estate in 2002 and left the corporate world in 2007 to be a full-time real estate investor.
Jeremy has been through a lot of ups and downs, including recessions. He reads 2-3 hours per day, mostly about economic data. So today, we are going to get a look into what he is thinking about in today’s economic cycle, and how to invest specifically in commercial real estate during such periods of time which are going to be extremely valuable.
Tune in to learn more about networking, professional passive investing, and Jeremy’s strategy in predicting economic changes.
HIGHLIGHTS OF THE EPISODE
01:51 – Guest Intro: Jeremy Roll
04:31 – When Jeremy Left the Corporate World
07:42 – Things That Jeremy Considered as “Red Flags”
12:46 – How Mark Positions Himself to be Successful
17:58 – Forward Thinking
22:56 – What Is a Uniquely Good Deal?
30:15 – Refinancing
36:00 – Market Markers
41:14 – Capital Markets
45:15 – Jeremy’s Inspiration
CONNECTING WITH THE GUEST
LinkedIn: https://www.linkedin.com/in/jeremy-roll-655107/
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
networking
forwardthinking
passiveinvesting
Our guest for today’s episode is Alex Upperman of 12 Oak Capital. He is growing and selling e-commerce businesses that have reached seven and eight figures in revenue and used the proceeds to invest in commercial real estate, which gained him a portfolio of over 700 million as a general partner.
In today’s episode, we talk about entrepreneurship, including active and passive investing. What does an entrepreneur look like? A lot of people have the wrong idea. Entrepreneurs come in all shapes and sizes. Sometimes we forget that a lot of people that we know or even our favorite celebrities started with an idea and worked hard to make it happen — just like Alex.
Tune in for another great episode!
HIGHLIGHTS OF THE EPISODE
01:27 – Guest Intro: Alex Upperman
03:18 – Alex’s Starting Point
07:45 – Why E-Commerce?
09:52 – Alex’s Pivotal Moment
12:38 – How to Create Raving Customers
17:20 – Revisiting the Older Times
21:17 – How Alex Chooses the People He Works With
27:18 – Where Alex Would Allocate Extra Finances
31:38 – Alex’s Top Predictions
CONNECTING WITH THE GUEST
Website 1: https://12oakcapital.com/
LinkedIn: https://www.linkedin.com/in/alex-upperman/
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
leveraging
ecommerce
commercialproperties
Our guest for today’s episode is Jerome Myers — a proud corporate America dropout who helps others exit the matrix. He’s a developer of people and places, and the founder and Chief Inspiration Officer for two ventures: DreamCatchers, a boutique coaching firm that supports first and second generation wealth creators to self-actualize and attain transcendence, and The Myers Development Group, where they help ordinary people invest in multifamily real estate in a way that creates generational wealth.
Since leaving corporate America after building a 20MM division, Jerome 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. His approach to coaching uses trust, openness, compassion, and direct communication to guide his clients on a range of professional and personal issues. By harnessing the power of counseling, consulting, and mentoring, they help them find their inspiration and use it as fuel to build the life they desire.
As you visualize your end goal, try asking yourself: Is this all there is to life? Could there be more? Check out Jerome and Logan's answers to this question!
HIGHLIGHTS OF THE EPISODE
02:07 – Guest Intro: Jerome Myers
03:23 – How Jerome Got Started
12:05 – Building Foundation
24:10 – Today’s Multifamily Market
31:31 – Predictions in the Real Estate Sector: “I’m Cautious”
39:40 – “What inspires you and why do you do what you do?” | Taking the Red Pill
CONNECTING WITH THE GUEST
Website 1: https://www.powwowatthemountaintop.com/
Website 2: https://myersmethods.com/
LinkedIn: https://www.linkedin.com/in/jeromemyers/
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
realestateprinciples
foundationforsuccess
taketheredpill
Our guest for today's episode is Leslie Rouda Smith — the 2022 President of the National Association of REALTORS®, the largest trade organization with 1.6 million members. She is also a broker associate who specializes in residential ranch and country real estate.Today, we talk about the advocacy of NAR and how it is impacting the industry, and what it really means to be a realtor, including trends that are happening throughout the market. Leslie is truly someone who has a wealth of knowledge in real estate, so don’t miss this episode!
HIGHLIGHTS OF THE EPISODE
02:35 – Guest Intro: Leslie Rouda Smith
03:42 – How Leslie Got Started in Real Estate
05:45 – Goal of NAR
11:05 – How Leslie Positioned Herself as An Expert and the President of NAR
15:40 – How Leslie Sees the Success of Investors and Realtors in the Changing Market
20:13 – Learnings as President of NAR
22:23 – Priorities for the Year, Ranch Land in Texas
30:25 – Predictions
44:30 – Trends
53:18 – What Inspires Leslie to Do What She Does
CONNECTING WITH THE GUEST
Website: https://www.nar.realtor/
LinkedIn: https://www.linkedin.com/in/leslie-rouda-smith-b429591/
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
realtor
advocacy
realestatetrends
Our guest for today's episode is Benjamin Kogut — a partner that raises capital for real estate deals. His 16 years of experience as a Commercial Real Estate Broker, Investor, Developer, Syndicator, Advisor, and his diverse portfolio of assets have given him an advantage towards his specialties: Capital Raising, Acquisitions, Dispositions, Operations, Tenant Relations, Lease Negotiations, Financial Analysis, Re-Finance Banking Process, Construction Management, Credit Analysis, Systems Implementation.While multifamily investing is easy to understand, it's not always a market fit for everyone. Reinvesting in multifamily real estate is a noble endeavor — it's a proven model that has been working for years. However, there are large benefits from investing outside of multifamily properties as well.
Today, we will tackle the different benefits of reinvesting and other external assets outside of multifamily.
HIGHLIGHTS OF THE EPISODE
00:58 – Guest Intro: Benjamin Kogut
03:53 – How Benjamin Got Started in the Business
08:40 – How Benjamin Has Positioned His Company as Experts
11:44 – Outside the Multifamily Aspect
15:48 – Considerable Macro Assets
18:15 – Investing in Office Properties
20:30 – Typical Exit Plan
22:35 – 1031 Exchanges
25:40 – Current Market Cycle
29:15 – Technological Changes
33:17 – E-book Takeaways
CONNECTING WITH THE GUEST
Website: https://hjhinvestments.com/
LinkedIn: https://www.linkedin.com/in/benkogut/
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
syndicator
reinvesting
assets
Our guest for today's episode is Ivan Barratt — a multifamily owner, manager, and syndicator who specializes in large apartment communities in the Midwest. Since 2015, Ivan Barratt has raised over $100 million in equity, acquired over 5,900 units, and grown the BAM Companies to a best-in-class, four-time Inc5000, private equity, and management firm. Today, Ivan focuses his time on equity finance, acquisitions, and company strategy. Currently, his company manages nearly $700 million in syndicated assets.
Together with Ivan, we will learn how to properly manage your properties, how to set your values, how to neglect your ego, and most importantly, how you should value your people. The secret to success in business lies in the hearts, minds, and actions of your team members. Your company can achieve greatness when you bring out the best in others.
HIGHLIGHTS OF THE EPISODE
02:01 – Guest Intro: Ivan Barratt
03:00 – How Ivan Got Started in the Industry
10:06 – How Ivan Has Positioned Himself as an Expert in His Field
16:53 – How Ivan Went About GFC
21:36 – Ivan’s Biggest Mistakes
27:13 – Utilizing Traction Book
33:08 – In-House Management
40:13 – Predictions
45:42 – What Inspires Ivan
CONNECTING WITH THE GUEST
Website: https://thebamcompanies.com/
LinkedIn: https://www.linkedin.com/in/ivanbarratt/
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
syndicator
management
leadership
Our guest for today's episode is Jeremy Goodrich, a school teacher turned businessman and entrepreneur who happens to be a great storyteller, making him an educator by heart. He is a co-owner of Shine Insurance and one of his roles is tackling how to build a mental model in evaluating risks on new opportunities.
Real estate is a booming sector that provides a multitude of benefits. As we have seen in the past few years, commercial real estate's returns are volatile due to both internal and external factors. However, it also has factors that could be risky.
If you want to know how to properly evaluate and mitigate the risks, tune in!
HIGHLIGHTS OF THE EPISODE
03:08 – Guest Intro: Jeremy Goodrich
04:18 – What Made Jeremy Jump into Insurance Business
06:36 – Top Tips in Making Your Business Work with Your Partner
09:39 – How Jeremy Has Positioned Himself as an Expert in His Field
14:06 – Evaluating the Next 6 Months as a Business Owner
18:58 – Strategy on Communication
22:49 – Advantages and Disadvantages of Remote Setting
28:57 – Biggest Mistakes Seen in Investors
33:08 – Shifts in the Insurance Industry
36:24 – Strata Program
38:20 – Where the Money Comes for Big Claims
42:00 – Steps in Evaluating Potential Risks
48:08 – The 3 E’s
52:23 – Predictions
54:54 – Why Jeremy Does What He Does
CONNECTING WITH THE GUEST
Website: https://www.shineinsurance.com/
LinkedIn: https://www.linkedin.com/in/reiinsuranceguy/
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
insuranceindustry
commercialrealestate
riskmanagement
Our guests for today's episode are Mark Shuler and Josh Welch. Mark is a licensed Architect in the states of Washington and Texas with more than 35 years of professional experience as an Architect, Engineer, Business Owner, and Real Estate Investor. Josh on the other hand is the CEO and Founder of Three Pillars Capital Group (TPCG), a Houston based real estate private equity firm, & Greenline Apartment Management. TPCG purchases and renovates value-add multifamily investment properties targeting a workforce demographic.
Listen to this episode as Mark and John discuss the recent developments in real estate, its current market, and what is at stake for commercial investors. Tune In!
HIGHLIGHTS OF THE EPISODE
00:36 - 02:55 –Episode Overview and Guests Intro: Mark Shuler & Josh Welch
03:10 – Mark’s Story
06:10 – Josh’s Story
10:55 – Disadvantages of Third Parties
12:07 – How Do You See Commercial Real Estate Investors?
15:55 – Margin of Safety & Velocity of Money
16:47 – The Importance of Being Adaptive in the Interest Rate Environment
21:07 – Irrational Marketplace
24:10 – Conservative Underwriting
26:43 – FED Mandate
28:29 – What to Do to Stay Relevant
31:58 – Value Add Plan
37:13 – Rising Tides Raises All Ships Phenomena
38:46 – Predictions
43:37 – Sky Ball House Pricing
CONNECTING WITH THE GUEST
Mark Shuler:
Website: https://sgreinvestments.com/
LinkedIn: https://www.linkedin.com/in/shulerarchitecture/
Josh Welch:
Website: https://threepillarscapitalgroup.com/
LinkedIn: https://www.linkedin.com/in/welchjoshd/
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
currentmarket
commercial
realestate
The world is currently in the midst of an economic roller coaster ride! Find out if there is a light at the end of this tunnel through our session today.
In today’s episode, we talk to Matthew Klein.Matthew C. Klein is the founder and publisher of The Overshoot, a premium subscription research service focused on the global economy, financial markets, and public policy.
Some of the economy’s main concerns are inequality, world reserve currency, quantitative tightening, inflation, interest rates and many more, hence why we are eager to know Matthew’s different perspective on the economy and what factors are going to affect it in the near future.
Tune in as his insights and expertise will help us get a clearer perspective on some of the issues concerning the current economy.
HIGHLIGHTS OF THE EPISODE
00:00 - Topic to Be Addressed
00:42 - Why Listen to This Show
01:56 - Guest Introduction
03:17 - How the Guest Found Himself in His Line of Work
06:02 - Driving Force for Writing His Book
07:39 - Few Key Takeaways That Readers Can Gain from the Guest’s Book
08:58 - Economic Inequalities
11:37 - Guest’s Sentiments About Ray Dalio’s Book
13:13 - Importance of World Reserve Currency
18:58 - Inflation
27:06 - Guest’s Method for Understanding the Economy
29:53 - Interest Rates and Unemployment
32:05 - What is a Recession?
36:55 - Quantitative Tightening
44:30 - Raising Productivity
48:30 - Outlooks 6 Months from Now
51:43 - Matthew’s Inspiration
CONNECTING WITH THE GUEST
Website: https://theovershoot.co/
LinkedIn: https://www.linkedin.com/in/matthewcklein/
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
economicchanges
worldcrisis
economiccrisis
To a homeless individual, all they need is hope. Organizations like reStart can provide them with the help they need to be able to find their footing again. Stephanie is the CEO at reStart, Inc. a non-profit agency that serves youth, families, single adults, and veterans in Kansas City who are experiencing homelessness. reStart provides a continuum of housing services and wrap around support services to assist in exiting homelessness and obtaining permanent housing through their 'Housing First' approach. reStart addresses barriers to housing by providing a number of core services, from case management to street outreach and employment services. The new goal of reStart is to help people move into their own homes for good. But for Stephanie, whose inspiration lies in believing that everyone should have equal opportunities, this has been a lifelong mission. Tune in for the latest episode, and how reStart’s latest mission goes deeper in addressing the crisis and gets us one home closer to ending homelessness.
HIGHLIGHTS OF THE EPISODE
04:38 - What is reStart?
06:28 - The state of homelessness in Kansas City
09:58 - Successful initiatives on homelessness
13:24 - Biggest misconceptions on homelessness
17:12 - What is Restart’s ‘housing first’ approach
21:27 - Different programs offered by Restart
26:50 - 5 key points of ‘housing first’ approach
30:55 - Favorite success stories from Restart
34:52 - How is Restart being funded?
37:31 - What can $100 donation help provide?
40:05 - What is Upstart?
42:52 - Stephanie’s spark
CONNECTING WITH GUEST
Volunteer/Donate: https://www.restartinc.org/volunteerdonate.html
Website: www.restartinc.org
LinkedIn: https://www.linkedin.com/company/restartkcmo/
Stephanie’s Linkedin: https://www.linkedin.com/in/stephanie-boyer-516512174/
Youtube: https://www.youtube.com/channel/UC0HG-PS-R4HwRTn9CTrncJA
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
homelessness
affordablehousing
restart
What does it take to revitalize a city? For Gib Kerr, a Managing Principal for Kushman in Wakefield, Kansas City, It's pretty simple. As a child, Gib grew up in an entrepreneurial environment. He was already working alongside his father as early as grade school and this shaped him into becoming an accomplished businessman himself.
In this episode, Gib shares his thoughts on Kansas City becoming one of the great cities in America once again. With development occurring throughout the city, he'll talk about preserving old architectural landmarks with historic significance. Join us for a fascinating discussion!
HIGHLIGHTS OF THE EPISODE
04:22 - Gib's Story
06:32 - Experience working with dad
08:32 - Positioned as a leader
11:23 - What's happening in Kansas
14:05 - Restrictions on new development
18:49 - Job growth and population growth in Kansas
22:20 - West downtown development
25:44 - Outlook on office, retail and industrial assets
31:32 - Thoughts on Plaza
33:58 - Predictions in the market
38:20 - States of rebellion book
41:46 - Top takeaway from the book
44:44 - What inspires Gib
CONNECTING WITH THE GUEST
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
assetclass
Kansas
development
Real estate economists and the analytics in multifamily real estate are becoming essential to blend together. Why is this happening? And what does it mean for investors, owners, occupiers & operators?
The global real estate market is more connected than ever before. In a time of increasing competition and technology, being digitally proficient has become crucial in effectively managing a property.
One of the most common questions we hear from multifamily executives is what kind of data analytics do I need to run my business? This week's guest is uniquely positioned to answer that question. Jay Parsons is a real estate ‘software-as-a-service’ executive with more than a decade of experience. He’s worked across market research, intelligent risk management, rental housing policy issues, risk and property management, all the things that we as investors encounter on a regular basis.
Join us as Jay blends all of these crucial analytics together and lays them out in comprehensible digests for our listeners. If you love data, you won’t want to miss this.
HIGHLIGHTS OF THE EPISODE
03:51 - Jay’s story started in 2009
06:16 - Jay ‘the Myth-Buster’ on LinkedIn
10:36 - Real-time data from Real Page
12:56 - Asking Rents as a Metric
15:29 - What are better data metrics?
18:47 - Long-term tailwinds
22:40 - Tertiary market changes with COVID
26:03 - How rents move in high inflation
28:23 - Demand Markers for rentals; size and wag
33:34 - Rental affordability issues
35:52 - ‘True’ affordable, mid income, or public housing
41:42 - Top 3 Market Predictions
45:46 - What inspires Jay Parsons
CONNECTING WITH THE GUEST
Website: https://www.realpage.com/
Analytics: https://www.realpage.com/analytics/
LinkedIn: https://www.linkedin.com/in/jay-parsons-a7a6656
Youtube: https://www.youtube.com/user/RealPageMedia
Facebook: https://www.facebook.com/realpage
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
forthewin
rentals
analytics
We’re back and for this bonus episode we're bringing you the Four Pillars of Asset Classes. How do they vary from performance to involvement, and how they all interconnect, if at all? It's important to understand how each can be used to help you succeed in reaching your financial goals. We’ll go over everything you need to keep in mind when choosing your investment strategy, from the property types and yield on coast to risk and reward.
At FTW Investments, we believe in designing and managing portfolios that create a rewarding and fruitful investing experience. That is why we offer these educational Webinars to cover a range of topics that come in bonus episodes. Our desire is to equip every investor with the proper knowledge and support to succeed. In every bonus episode, we’ll help you prop up the pillars of foundation to your strategies. Let’s dive in!
HIGHLIGHTS OF THE EPISODE
02:30 –Is Value Add in Multifamily still valuable?
07:20 –The Four Pillars of Asset Classes
10:08 –Core Asset Class (Class A properties)
12:10 – Core Plus Asset Class (Class B properties)
16:51 –Value Add Asset Class
19:34 –What is ‘yield on cost’?
22:52 –Opportunistic Asset Class
27:50 –Pros and Cons of Risk/Reward
30:57 –How can you achieve 9-12% if you can’t find a cap rate over 7%?
32:25 –How do you see inflation impacting OpEx and value add costs?
35:50 –Is Value Add currently the better option?
38:03 –Is there a significant difference in returns between ground-up class B vs class A?
40:50 –How do you measure risk in zoning?
41:59 – What have you seen in the retail space rebounding coming out of COVID
CONNECT WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
assetclass
valueadd
yieldoncost
Communities are becoming more aware about what they want and more importantly the needs of their own neighborhood. This is the opportunity that Jordan Breck saw and a strategy that they’ve executed with massive success. A 'shadow center' brings a collection of services and experiences that we don't see in the standard retail space. Today we'll explore MRP's success through their Walmart Shadow Anchored Acquisition Strategy, one that has Jordan cementing himself as an industry titan, spearheading MRP’s portfolio to over $350M that includes 100 Walmarts across 26 states.
Opportunities may not be one-to-one, but what if they were two to two? Being adaptive presents a way of thinking about how we can reimagine our neighborhood space, and in return improve our core strategies around them. Take it from the man who is responsible for constructing and analyzing those community investments along with developing core strategies. From single $10 properties to super chains, serving the community, and leaving a legacy behind, Jordan shares them all with us today.
HIGHLIGHTS OF THE EPISODE
03:34 - Jordan’s pivotal moment
06:20 - Dollar General epiphany
10:06 - What are Walmart shadow centers?
19:01 - Negotiating lessons and strategy
23:23 - Evolving capital structure
30:24 - Retail portfolio through COVID
38:52 - Neighborhood strategy methods
46:10 - A core piece of community
51:46 - Scaling up vertical integration
59:25 - Predictions for the ‘shadow center’ niche
01:07:18 - Grocery anchor is a sound strategy
01:09:17 - Jordan’s goals for his legacy
01:14:54 - Being passionate and adapting
CONNECTING WITH US:
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
CONNECTING WITH THE GUEST
Website: https://mrpstl.com/
Email: jordan@mrpstl.com
LinkedIn: https://www.linkedin.com/in/jordan-breck-05205623/
MRP Capital Group: https://www.linkedin.com/company/midwest-retail-properties/
Facebook: https://www.facebook.com/midwestretailproperties/
forthewin
community
shadowcenter
We are excited to have Jake Wiley on today’s show. Jake is an entrepreneur, CPA, former CFO, and real estate investor. He was the founder at Solar Inverted LLC, a Louisiana-based Residential Solar Finance and Installation Company, which was later acquired by Palmetto Group, where Jake led strategic initiatives until late 2018.
Jake's diverse industry experience in both corporate and startup companies, as well as his layered work experience as an executive, founder, and advisor, allow for his unique, well rounded, and informed perspective on the transition to becoming a Limited Partner.
Today we're talking about the differences between being an active investor versus a passive investor and a limited partner's role when checking out deals. We also talk about risks when looking at private investment. So, tune in! This is one value filled episode you shouldn't pass up!
HIGHLIGHTS OF THE EPISODE
01:11 –Guest Intro and Episode Overview: Jake Wiley
02:46 –How Jake started and how he got to where he is
06:21 –Jake’s transition point
08:13 – Getting into solar through flipping
11:26 –How being a CPA set him up to be a better business owner and investor | How he positioned himself as an expert
15:52 –A limited partner's role when looking at new opportunities, evaluating risk, and what people should look out for
26:02 –Thoughts on risk
29:53 –Trends to watch or economic indicators that are front and center when thinking about investing
36:13 –If you could allocate $100 Million this year, where are you looking to allocate that capital?
40:49 –Investing in Commercial Real Estate in 2022: Top Predictions
45:05 –Jake’s mission and inspiration
CONNECTING WITH THE GUEST
Website & Podcast: https://www.thelimitedpartner.com/
LinkedIn: https://www.linkedin.com/in/jakewiley/
Instagram: https://www.instagram.com/jjakewiley/
Connect with Us:
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
limitedpartner
passiveincome
realestate
Today, we bring you another bonus episode and this time, we cover vetting real estate sponsors. This installment of our Investor Education Webinar goes deep into the hows and whys to make sure we only do business with operators that align with our values and goals.
In this episode, Logan Freeman and Lee York give us the juice with an information filled discussion and a Q and A to cap it all off. Make sure to catch this episode!
HIGHLIGHTS OF THE EPISODE
01:02 –Episode Overview
02:52 –Why this topic for this month?
04:13 –Definitions: Terms to know prior to vetting a sponsor
06:30 – What to determine for yourself prior to investing
13:58 –The ideal investment
15:45 –What should you know about your sponsor?
17:39 –Value Investing vs Growth Investment Model
23:31 –Preferred return
24:18 –What is your exit strategy?
30:54 –How to achieve investor alignment
32:12 –The six signs of predicting behavior
36:42 –Who are the guarantors on the mortgages?
37:39 –How long should the vetting process take with a syndicator?
38:25 –Sophistication level of the investor
42:27 –The way to classify sponsors
Connect with Us:
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
duediligence
passiveinvesting
realestate
Today, we are joined by Frank Sciara. Frank is a capital markets guy and Vice President of Grandbridge Real Estate Capital. Frank joined Grandbridge in 2005 and brings more than 20 years of investment banking and real estate finance experience to his role as a commercial real estate mortgage originator. His focus is on the origination, structuring, and sourcing of debt and equity capital for income-producing real estate across the United States and includes all aspects of credit, underwriting, loan negotiation and portfolio management.
During his career, he has been involved in the origination, structuring and financing of more than $1.0 billion in transactions of all types of income-producing real estate, including multifamily (market rate, affordable, senior and student), industrial, office, retail, self-storage, and hospitality. Additionally, Frank has structured numerous high-leverage acquisition/rehab loans for clients wishing to reposition underperforming assets.
In this episode, Franks breaks down some of his predictions, changes in the capital markets that have happened in the last six months, and what inspires him to keep doing what he does. You will definitely find a lot of value on this one, check it out!
HIGHLIGHTS OF THE EPISODE
01:00 –Episode Overview and Guest Intro: Frank Sciara
03:09 –How Frank got started in this industry
04:47 –Becoming an expert and thought leader
06:26 – Analyzing a project and understanding what type of debt might be the best option
09:05 –Commercial real estate being successful through different market cycles
11:21 –Top three takeaways from over 18 years of commercial real estate
14:49 –Number of loans Frank has placed over 17 years
15:42 –Borrowers’ biggest mistakes
19:00 –The Federal Reserve, rising interest rates, and inflation
22:38 –Frank’s opinion on prices
24:45 –Levers that has changed over the last six months
26:50 –Will there be a big opportunity for folks to grab distressed properties?
29:24 –Predictions for the commercial real estate space
32:42 –Correlation between interest rates and cap rates
35:44 –What inspires Frank and why he does what he does
38:40 –Creating an information intake model and communicating with clients
CONNECTING WITH THE GUEST
Website: https://www.grandbridge.com/
LinkedIn:https://www.linkedin.com/in/franksciara/
CONNECTING WITH INVEST FOR THE WIN
Website: https://investforthewin.com/
Facebook: https://www.facebook.com/ftwinvestments
Instagram: https://www.instagram.com/ftwinvestments/
LinkedIn: https://www.linkedin.com/company/43231601/admin/
Twitter: https://twitter.com/FtwInvestments
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
commercialrealestate
financing
capitalmarkets
Taking the plunge from corporate America to full-time real estate is yet another great story to hear! We are excited to welcome our guest, Tyler Chesser, for today’s episode. Tyler is a CCIM and a high-performance real estate entrepreneur who helps real estate investors and entrepreneurs transform their finances, businesses and lives. A successful real estate investor with a background as a former perennial top performing commercial real estate broker, Tyler started investing in multifamily real estate in 2015 as a way to build wealth and create diverse income streams for his family. Prior to the 2020 co-founding of the real estate investment firm, CF Capital, Tyler spent over seven years in the business as the founding principal of a successful commercial brokerage company, a real estate investor, keynote speaker and award-winning sales professional after his withdrawal from corporate America in the early 2010's.
Today, Tyler adds value to others in a range of capacities – from syndication of private placement real estate investments, individual to group business coaching, real estate consulting, keynote speaking and also hosts a top 200 business podcast internationally called Elevate. The podcast is well known for the high-level mindset, mind expansion and personal development content which decodes the stories, habits and multifaceted expertise of world-class investors and other experts.
Today, Tyler shares with us his real estate journey from corporate America. He also talks about building a personal brand, adapting to changes in the multifamily real estate space, top mistakes when getting started, and his predictions for multifamily real estate. This information-filled episode is one you shouldn’t miss!
HIGHLIGHTS OF THE EPISODE
01:00 –Guest Intro and Episode Overview: Tyler Chesser
02:18 –Tyler’s background
04:10 –How Tyler got started in real estate and his withdrawal from corporate America
09:33 – Transition to the real estate space
12:38 –Why real estate is the right decision
18:20 –Owning a brokerage and understanding the brokerage world
24:56 –Why building a personal brand is tougher than ever
30:05 –Dealing with peaks and valleys, staying relevant, and navigating an ever-changing commercial real estate space
37:40 –The biggest mistakes committed by folks getting started in real estate investing or entrepreneurship
41:06 –Where would you allocate $100 million right now
46:38 –Top prediction for the multifamily real estate space
49:16 –Tyler’s superpower
50:54 –What inspires Tyler and why he does what he does
CONNECTING WITH THE GUEST
Website: https://tylerchesser.com/
LinkedIn: https://www.linkedin.com/in/tyler-chesser-ccim-88a54325/
Instagram: https://www.instagram.com/thetylerchesser/?hl=en
Linktree: https://linktr.ee/tylerchesser
CONNECTING WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
multifamily
transition
realestate
For this bonus episode, we're bringing you the ultimate Active vs Passive Investing diagram to help you figure out what's right for you. FTW Investments conduct Investor Education Webinars to make sure that investors are in the know and help investors make effective decisions.
We're bringing them to you as Bonus Episodes. In this episode we have Logan Freeman and FTW Investments’ Investor Relations Associate, Lee York, to bring you the good stuff. A question-and-answer session followed the webinar. This is the first of many Bonus Episodes to come! Tune in and learn with us!
HIGHLIGHTS OF THE EPISODE
01:20 –Episode Overview: Active vs. Passive Investing with Lee York
02:42 –Why this topic?
04:29 –Objectives: Know which path is right for you
05:17 – The difference between direct and indirect investing
06:36 –What is active real estate investing?
10:05 –How control is different in active vs passive investing and why it’s a big point
11:46 –What is an active investor responsible for?
14:51 –What is passive real estate investing?
16:37 –Why diversification is attractive to investors
19:03 –What passive investors are responsible for
25:07 –Time breakdown of active vs passive investors
32:58 –Does FTW invest in other areas outside of the Midwest?
34:38 –How does active vs passive get taxed?
36:25 –In a syndication model, what are the various roles that a syndicator can play
37:19 –How does a syndicator make money off the deals?
38:19 –When finding deals do you focus on cash flowing deals or more on equity multiple?
40:40 –How many years to exit on average
CONNECTING WITH US
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
LinkedIn: https://linkedin.com/company/ftw-investments
Instagram: https://www.instagram.com/ftwinvestments/
Facebook: https://www.facebook.com/ftwinvestments/
activeinvesting
syndication
passiveinvesting
Welcome to a new episode and today we have Jason Carter-Solomon. He is the Senior VP for commercial banking and real estate at Landmark National Bank. With over 10 years of experience, He specializes in working capital, construction financing, tax incentives, and complex real estate developments. He works with entrepreneurs and executives in small to midsize businesses to provide working capital loans, structure loans for asset purchases, as well as business merger and acquisitions.
Recognized as one of Ingram’s Magazines “Kansas City Top 40 Under 40” and with the Independent Magazine’s “Kansas City Rising Star Award”, Jason has gained specialized experience with urban redevelopment tools and incentives. He works with real estate developers and investors to build, renovate, reposition, and acquire assets in all sectors of commercial real estate. Jason is currently the President of the Board of the Kansas City Automotive Museum and serves on a special standing committee to address tax incentive reform for the city of Kansas City, Missouri. He has served on various other boards as a financial advisor helping to curb losses and raise financial awareness to help keep non-profit missions on target and financially sustainable.
HIGHLIGHTS OF THE EPISODE
01:15 –Guest Intro and Episode Overview: Jason Carter Solomon
02:14 –Jason’s background, how he got into the real estate industry
06:05 –Passion for placemaking and how it affects looking at projects
06:26 – What a banker does in an up and down environment and what can be learned from clients that are successful in this situation
12:06 –Evaluating borrowers and their deals
17:37 –How banking has assisted Jason in running deals and how deals assisted him in banking
25:08 –Biggest mistakes people make in the financing side of the business
25:46 –Trying to manage showing income for tax purposes
27:44 –Running discretionary expenses through properties
29:05 –Keep good, accurate, truthful books
29:28 –Don’t allow other people to tell your story
33:16 –Decisions made algorithmically
34:10 –Bankers are still needed
36:03 –Evaluation of a deal
37:15 –One thing where bankers and deal masters diverge on
41:10 –Asset class that can traditionally get higher leverage based on cash flow
44:24 –Where they see office real estate picking up
46:41 –Office buildings all tell a story
52:42 –Three predictions for capital markets
56:05 –There are no more bullets in the gun
59:53 –The residential home industry
01:03:02 – Thoughts on legacy
CONNECTING WITH THE GUEST
Website: https://www.banklandmark.com/commercial-loan-officer/jason-carter-solomon/
LinkedIn: https://www.linkedin.com/in/jason-carter-solomon-34b1aa34/
Email: jcarter-solomon@banklandmark.com
realestate
Our guest for today's episode is Charlie Lowe. He is the Managing Partner at Crossroads Real Estate Group. Charlie Lowe began his career in retail development, leasing, and brokerage in 2013 with LEGACY Development, a national development firm. As a paid intern Charlie was initially tasked with market research, updating proformas, and small shop leasing across LEGACY’s Kansas City area portfolio. Within his first year, Charlie executed multiple leases at Wyandotte Plaza (210,000 sf grocery-anchored strip center located in Kansas City, KS) and Truman’s Marketplace (395,000 sf power center located in Grandview, MO), two of Kansas City’s highest-profile redevelopments that year, and was hired as a leasing associate.
Listen in as Charlie discusses the past, present, and future of retail real estate in Kansas City, the importance of having a level head in leasing negotiations, and how to position retail properties to maximize their value. This is an episode for stakeholders and non-stakeholders alike. Tune In!
**HIGHLIGHTS OF THE EPISODE
01:12** –Episode Overview and Guest Intro: Charlie Lowe
01:32 –Charlie’s background: The retail real estate market
03:31 –The pivotal moment or mentor that led Charlie to retail real estate
06:26 – What continues to inspire Charlie in this business
11:18 –Building expertise
12:20 –Financial Analysis
13:04 –Consume as much information as possible
13:30 –Having conversations with other leaders in the industry
16:46 –You need a story
19:21 –Takeaways to have when negotiating deals
22:41 –What people might misunderstand about real estate
26:40 –Redevelopment: Identifying a building that might be good for redevelopment and things to do to a property to better position it in the marketplace
33:40 –Void analysis
38:53 –Where retail real estate is headed
40:58 –European style retail experience
42:57 –Technology that’s changing the game
39:03 –What Charlie wants to be known for in the retail real estate space
48:04 – City involvement is very important
CONNECTING WITH THE GUESTWebsite: https://www.crossroads-kc.com/
LinkedIn: https://www.linkedin.com/in/charlie-lowe-170926bb/
Facebook: https://www.facebook.com/crossroadsrealestategroup/
Instagram: https://www.instagram.com/crossroadsrealestategroupkc/
retail
commercial
realestate
MMG Real Estate Advisors have been blowing up and revolutionizing the brokerage industry. Michael Sullivan, MMG's Executive Managing Director, and Founding Partner joins us on this week's show, not only sharing the secret sauce of the company's evolution but also laying out the whole menu for listeners to take notes on!
Michael began his career in commercial real estate in 2005 and has since cemented himself as a major player in the multifamily space through his relentless drive to deliver a comprehensive brokerage model that does one simple thing: assists clients in maximizing the value of their multifamily holdings. In 2021, he co-founded MMG Real Estate Advisors with Alex Blagojevich as the next logical step in their quest to help property owners minimize risk and maximize opportunity by using an elevated, cohesive approach to the acquisition and disposition process.
On today's show, we discuss how to build relationships with brokers, how to avoid common mistakes in the space, trends and predictions for the rest of the year, advice for newcomers, and more - so tune in!
**HIGHLIGHTS OF THE EPISODE
00:31** –Episode Overview and Guest Intro: Michael Sullivan
02:51 –Michael and Alex's inspirational journey, the beginning of MMG
09:44 –The biggest changes in the real estate industry for the past years
15:32 –Michael's market predictions for 2022
24:21 –Investing mistakes newcomers make
30:31 – MMG’s “secret sauce”
46:15 –“What inspires you?”
CONNECTING WITH THE GUESTWebsite: https://mmgrea.com/
LinkedIn: https://www.linkedin.com/company/mmg-real-estate-advisors/
Instagram: https://www.instagram.com/mmg_rea/
CONNECTING WITH INVEST FOR THE WINWebsite: https://investforthewin.com/
Facebook: https://www.facebook.com/ftwinvestments
Instagram: https://www.instagram.com/ftwinvestments/
LinkedIn: https://www.linkedin.com/company/43231601/admin/
Twitter: https://twitter.com/FtwInvestments
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
realestatebrokerage
multifamily
buildingrelationships
Cryptocurrency and blockchain are certainly changing the global financial industry, but are they on track to impact the real estate market as well?
This week, we are joined by Michael Flight, Real Estate Entrepreneur, Triple Net Expert, and Blockchain Real Estate Evangelist. Michael is also a founding principal of Concordia Realty Corporation in 1990 and more recently CEO of Liberty Real Estate Fund, the World’s First Net Lease Security Token Fund™.
In this episode, Michael talks about his expertise and experience in Retail Real Estate, the future of Retail, and of course, the anticipated integration of Blockchain and real estate. How will blockchain technology make real estate more tradable and accessible? We'll explore that and more!
**HIGHLIGHTS OF THE EPISODE
01:45** –Episode Overview and Guest Intro: Michael Flight
03:45 –Michael’s journey into real estate
09:09 –Michael on Retail Real Estate
13:20 –Blockchain and Real Estate
18:31 –How Blockchain is changing the real estate game – info content
21:41 –Isreal estate tokenization happening?
25:35 –Secondary Liquidity
31:18 –Trends in retail real estate today and in the future
35:12 –Digital vs Physical Retail
36:38 –Taking notes from Michael's many years of experience
45:28 – “What inspires you?**”
47:51** –https://libertyfund.io/
CONNECTING WITH THE GUESTWebsite: https://libertyfund.io/
Podcast: https://www.triplenet.re/
Email: michael@libertyfund.io
LinkedIn: https://www.linkedin.com/in/michael-flight/
Youtube: https://www.youtube.com/channel/UCU55p8m4gHcx77Y9n0r0kXw/featured
Instagram: https://www.instagram.com/mjflight1/
BiggerPockets: https://www.biggerpockets.com/users/michaelflight
Blockchain Real Estate 2022: https://libertyfund.io/tokenization-and-blockchain-investing-in-real-estate/
CONNECTING WITH INVEST FOR THE WIN
Website: https://investforthewin.com/
Facebook: https://www.facebook.com/ftwinvestments
Instagram: https://www.instagram.com/ftwinvestments/
LinkedIn: https://www.linkedin.com/company/43231601/admin/
Twitter: https://twitter.com/FtwInvestments
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
blockchain
tokenization
retailrealestate
Today on the show, we have Ben Fraser. Ben Fraser runs capital markets for Aspen Funds having raised $75 Million from investors. Ben was formerly a commercial banker and worked in asset management. He is a contributor on the Forbes Finance Council and a co-host on the Invest Like a Billionaire Podcast.
In this episode, we dive deep into different types of alternative investments and how to navigate them in today's ever-changing environment. We also talk about common mistakes being made in the investment space and how to avoid them. Stay tuned!
**HIGHLIGHTS OF THE EPISODE
00:45** –Episode Overview and Guest Intro: Ben Fraser
01:56 –Ben’s background, getting into private real estate funds and asset management
04:17 –Ben’s turning point
06:00 –What Ben's "horsepower" is made of
08:08 –Ben on Aspen Funds’ niche and core competency
13:31 –What Aspen Funds does differently in the notes space
15:29 –The importance of reputation and relationships
18:19 –Common mistakes to avoid in the investment space
19:57 –“If you had $100,000,000 right now, how would you allocate it?”
26:16 –Other risks to look out for
27:44 –Growth Funds vs Income Funds
30:32 –Top predictions in the private investing space
37:45 –Ben on what the future looks like for investing
42:57 –“What inspires you?”
CONNECTING WITH THE GUESTInvest Like a Billionaire Podcast: https://aspenfunds.us/podcast/invest-like-a-billionaire/
Email: benfraser@aspenfunds.us
Website: https://aspenfunds.us/
LinkedIn: https://www.linkedin.com/in/benwfraser/
CONNECTING WITH INVEST FOR THE WIN
Website: https://investforthewin.com/
Facebook: https://www.facebook.com/ftwinvestments
Instagram: https://www.instagram.com/ftwinvestments/
LinkedIn: https://www.linkedin.com/company/43231601/admin/
Twitter: https://twitter.com/FtwInvestments
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
alternativeinvestment
inflation
privateinvesting
On today's episode Ryan Hill and Brett Bowman join us to discuss Mobile Home Communities and Investment Space: Trends, common misconceptions, predictions, and the steps they are taking to raise the bar in the Mobile Home space.
Ryan is the Chief Operating Officer of Suncrest Capital LLC. He is responsible for driving operational efficiency in each community. He works closely with community managers to ensure optimal occupancy and expenses. Ryan has over 13 years of experience as a real estate agent directly involved in over $41M in sales. Ryan is in his third year as a mobile home park owner and operator. He holds a degree in Biology from Central Washington University, Master degree in Technology in Education from Lesley University, and Principal Certification from Seattle Pacific University.
Brett is Suncrest Capital's Chief Investment Officer. His conservative approach to underwriting helps minimize risks while maximizing investor returns. He has been investing for over 14 years, acquiring $50M+ in assets, spanning single family rentals, multi-family, industrial, and mobile home communities. He has a background in high-tech where he managed multi-million-dollar budgets in hybrid corporate finance & large-scale program management roles. He holds a degree in Finance from the University of Utah and an MBA from Duke University.
If you want to learn more about Mobile Home Communities and the Mobile Home Parks investment space, this episode isn’t one to miss!
HIGHLIGHTS OF THE EPISODE
01:24 – Episode Overview and Guest Intro: Ryan Hill & Brett Bowman
02:47 – Ryan and Brett’s Background and how they met
06:56 – Ryan Hill: From being a real estate agent to becoming a mobile home park owner
10:05 – Ryan Hill on how his experience as a school teacher and principal has helped him as an investor
11:36 – Why Mobile Home Parks?
13:57 – Ryan Hill on moving homes
17:15 – Moving homes at a significantly lower price
19:19 – Top opportunities and advantages in the Mobile Home Parks investment space
23:13 – Common mistakes in the Mobile Home Parks investment space
25:45 – Be prepared for additional expenses or time demands
27:47 – Common misconceptions about Mobile Home Communities
31:07 – Ryan and Brett’s Buy Box
36:00 – How tax works for Mobile Home Communities
43:29 – Predictions for the Mobile Homes space
46:14 – “What inspires you to do what you do?”
49:32 – Getting in touch with Ryan and Brett
CONNECTING WITH THE GUEST
Website: https://www.suncrestcap.com/
Ryan’s Email: ryan@suncrestcap.com
Brett’s Email: brett@suncrestcap.com
Instagram: @suncrestcapital
CONNECTING WITH INVEST FOR THE WIN
Website: https://investforthewin.com/
Facebook: https://www.facebook.com/ftwinvestments
Instagram: https://www.instagram.com/ftwinvestments/
LinkedIn: https://www.linkedin.com/company/43231601/admin/
Twitter: https://twitter.com/FtwInvestments
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
mobilehomepark
mobilehomecommunity
alternativeinvesting
“What better way to play the game than know all the rules?”. That’s one quote Passive Income Attorney, Seth Bradley, lives by. A lawyer and investor, Seth gives us some insights on how good knowledge and application of the rules play a substantial role in financial success.
Seth Bradley is a successful real estate entrepreneur and an expert at creating passive income. He’s closed billions of dollars in real estate transactions as a real estate attorney, investor and broker. He’s the Managing Partner of Law Capital Partners, a private equity firm focused on value-add real estate acquisitions and development. He’s also a former big law attorney, most recently practicing in the real estate and securities department of a top 3 globally-ranked law firm. Seth is also the host of the Passive Income Attorney Podcast, educating attorneys and other professionals on how to stop trading their time for money so that they can practice when they want to, not because they have to.
Tune in as we discuss Seth’s journey of breaking free from “the golden handcuffs” and a passive income attorney’s advice on what you should and shouldn’t do to be well on your way to your own financial success.
HIGHLIGHTS OF THE EPISODE
01:03 –Episode Overview and Guest Intro: Seth Bradley
03:43 –Seth’s background
05:52 –Getting into the investment space
07:36 – Mindset Shift: “We’re all just regular people making it work”
08:42 –Seth on sports and fitness
09:40 –Breaking free from “the golden handcuffs”
13:00 –The benefits of being both a lawyer and an investor
15:12 –Why private real estate?
17:21 –Find good help, good people, and good players
18:47 –Mistakes to avoid when raising capital and doing private deals
20:58 –When does a mistake become really bad?
23:33 –How do you know if you’re partnering with the right people?
31:33 –Top predictions for the alternative investing space
35:31 –Investment opportunities for 2022
39:16 –Thoughts on debts and interest rates
40:56 –“If you had a million dollars right now, how would you allocate it?”
41:59 –“What inspires you?”
42:44 – “What would you say your superpower is?”
CONNECTING WITH THE GUEST
Check out Seth’s podcast: https://passiveincomeattorney.com/
Website: www.lawcapitalpartners.com
Email: Seth@lawcapitalpartners.com
LinkedIn: www.linkedin.com/in/sethpaulbradley
Instagram: @passiveincomeattorney
Facebook: www.facebook.com/sethpaulbradley
CONNECTING WITH INVEST FOR THE WIN
Website: https://investforthewin.com/
Facebook: https://www.facebook.com/ftwinvestments
Instagram: https://www.instagram.com/ftwinvestments/
passiveincome
financialfreedom
alternativeinvesting
In today’s episode, we tackle the complex subject of 1031 Exchange with 1031 Exchange expert, Alex Olson. Alex is an established commercial real estate agent who assists buyers in navigating multifamily property investments. With an extensive portfolio and over 15 years of experience, he has built a system to ensure buyers succeed; the Buyer Representation Success System (BRSS). In 2021 alone, Alex completed over 30 transactions in the multifamily and NNN (triple net lease) investment space resulting in over $40 million sold. As a highly sought-after podcast guest across the country, we're thrilled to have Alex on the show!
Tune in as he expertly explains how (in-state and out-of-state) investors can maximize their 1031 exchange transactions and avoid capital gains taxes through identifying cash-flowing deals, developing a trusted team, and ensuring that their 1031 exchange money is secure.
**HIGHLIGHTS OF THE EPISODE
00:56** –Episode Overview and Guest Intro: Alex Olson
02:55 –Alex’s journey to becoming an established commercial real estate agent
05:51 –The “change” that brought Alex to where he is today
08:43 –What sets Alex apart from other commercial real estate brokers
12:51 –What is a 1031 Exchange?
14:04 –Why do a 1031 Exchange?
16:36 –The first steps you should take when you decide to do a 1031 Exchange
20:59 –The biggest mistakes people make when building relationships with Brokers
27:33 –The buyer’s process
32:21 –Generating off-market listings
35:29 –Top properties for 1031 Exchanges
39:15 –Predictions in the Midwest commercial real estate space for 2022
42:21 – “Why inspires you to keep doing what you do?**”
44:06 – “What’s one thing not many people would know about you?”
CONNECTING WITH THE GUEST**Website: https://xchangecre.com/
Email: alex@xchangecre.com
LinkedIn: https://www.linkedin.com/in/aolson
CONNECTING WITH INVEST FOR THE WIN
Website: https://investforthewin.com/
Facebook: https://www.facebook.com/ftwinvestments
Instagram: https://www.instagram.com/ftwinvestments/
LinkedIn: https://www.linkedin.com/company/43231601/admin/
Twitter: https://twitter.com/FtwInvestments
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
1031Exchange
maximizecashflow
defertax
In this episode, we are joined by Chris Porter, Senior Vice President and the Chief Demographer at John Burns Real Estate Consulting. Chris works with clients to help them understand the role demographics play in shaping the demand for housing in the short and long term. Along with John Burns, he co-authored the book “Big Shifts Ahead: Demographic Clarity for Businesses” to make demographic trends easier to understand, quantify and anticipate.
Join us as we discuss Chris and John’s book “Big Shifts Ahead”, covering the book’s most important themes, including The Four Big Influencers, The Biggest Demographic Opportunities, and a whole lot more. Prepare to take notes. This episode is one for the books!
HIGHLIGHTS OF THE EPISODE
01:44 –Episode Overview and Guest Intro: Chris Porter
02:51 –Chris’ background: Becoming the go-to resource for real estate developers
04:45 –What’s kept Chris in real estate and demographics for 17 years and counting
06:30 –Real estate is continuously becoming more relevant
07:38 –Co-authoring the book “Big Shifts Ahead”
10:28 –Big Shifts Ahead: The book’s structure
12:29 –10-year increments:The new way to think of generations
16:06 –The Four Big Influencers
16:46 –Government Policy
19:10 –Economic Conditions
22:22 –Technology Advances
28:41 –Societal Shifts
31:52 –The biggest demographic opportunities
32:27 –The rise of the working women
33:33 –A wave of affluent immigrants
35:40 –Retiree explosion underway
39:03 –Leaving the nest
41:30 –Lifestyle shifts
45:54 –The Surban™ way of life
48:55 –The impact of today’s trends
52:56 –Methods and Predictions:The supply and demand in housing
57:52 –What inspires Chris to keep doing what he does?
CONNECTING WITH THE GUEST
Website: https://www.realestateconsulting.com/
Twitter: @DemographChris
LinkedIn: https://www.linkedin.com/in/christophermporter/
Email: cporter@realestateconsulting.com
CONNECTING WITH INVEST FOR THE WIN
Website: https://investforthewin.com/
Facebook: https://www.facebook.com/ftwinvestments
Instagram: https://www.instagram.com/ftwinvestments/
LinkedIn: https://www.linkedin.com/company/43231601/admin/
Twitter: https://twitter.com/FtwInvestments
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
demographics
trends
realestate
Today, we welcome Nick Suarez. Office commercial real estate expert, Senior Managing Director, and principal at Newmark Zimmer’s headquarters in Kansas City, Missouri, where he leads the office division. He focuses on sales and leasing of office properties and tenant representation. Nick has expertise representing tenants throughout the Kansas City metropolitan area as well as nationwide.
Check out this episode as Nick talks about how he became an expert office real estate broker, trends in the office market, and what landlords and investors need to know when making deals in today’s landscape. He also shares ideas about the perfect clients, what it takes to stay ahead of the competition, and what the future might hold for the office market.
HIGHLIGHTS OF THE EPISODE
00:56 - Guest Intro: Nick Suarez
01:35 - Nick’s background
05:55 - What keeps Nick in the office real estate niche
07:36 - The role of mentorship
11:51 - The avatar of a client Nick serves best
14:46 - Tenants’ requirements
17:35 - What it takes to stay ahead of the competition
20:26 - Still making the same number of cold calls?
22:29 - What Nick learned in 2008 that has helped him now
26:22 - Trends covid accelerated or created in the office real estate market
28:27 - “Flight to quality”
30:21 - Difference between location and quality of the asset
32:10 - Amenities that are currently important
36:26 - How deals are made in office real estate
40:07 - Predictions about the office real estate market, and leasing activity
48:30 - The hoteling model works
51:51 - Why Nick does what he does and the story he’s trying to create
53:25 - If Nick wasn’t in real estate, what would he do?
54:47 – Other things Nick wants to point out
55:18 - How does one build a relationship with a top broker like Nick?
CONNECTING WITH THE GUEST
Website: https://nmrkzimmer.com/people/profile/55
LinkedIn: https://www.linkedin.com/in/nick-suarez-12aa383b
Email: nsuarez@nzimmer.com
CONNECTING WITH INVEST FOR THE WIN
Website: https://investforthewin.com/
Facebook: https://www.facebook.com/ftwinvestments
Instagram: https://www.instagram.com/ftwinvestments/
LinkedIn: https://www.linkedin.com/company/43231601/admin/
Twitter: https://twitter.com/FtwInvestments
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
officerealestate
trends
commercialrealestate
The host is now the guest in this episode wherein we meet the voice behind The Capital Raiser Show, Ruben Greth. Interviewing top-level investors, attorneys, and syndicators, he helps his listeners understand the best practices in the industry with over 185 shows and about 475 pieces of downloadable content on capital raising.
Tune in to learn more about the biggest capital raising mistakes investors are making, building relationships through investor experience, the role of build-to-rent in multifamily, and more much about raising capital.
HIGHLIGHTS OF THE EPISODE
3:20 - Ruben’s start: Becoming one of the thought leaders in raising private capital in the commercial real estate space
08:13 - Building and ending partnerships in real estate
14:40 - Ruben’s favorite The Capital Raiser Show episode and how he builds relationships through his podcast
19:45 - The biggest mistakes of people raising capital
23:33 - The importance of investor experience
25:29 - How Ruben would use $100M
27:53 - Ruben’s blueprint for raising capital
31:43 - Ruben’s top 3 predictions in the capital raising space and commercial real estate
34:03 - The role of build-to-rent in the multifamily space
36:23 - Ruben’s hidden talents, his superpowers, and his WHY
CONNECTING WITH THE GUEST
Website: https://legacyacquisitions.com
Podcast: https://capitalraisershow.com
Facebook: https://www.facebook.com/rlgreth
Instagram: https://www.instagram.com/capitalraiser/?hl=en
LinkedIn: https://www.linkedin.com/in/rubengreth
Email: ruben@legacyacquisitions.com
CONNECTING WITH INVEST FOR THE WIN
Website: https://investforthewin.com/
Facebook: https://www.facebook.com/ftwinvestments
Instagram: https://www.instagram.com/ftwinvestments/
LinkedIn: https://www.linkedin.com/company/43231601/admin/
Twitter: https://twitter.com/FtwInvestments
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
rubengreth
raisingcapital
commercialrealestate
In this episode, we talk to Hunter Thompson, or as Logan calls him, “The Tim Ferriss of Commercial Real Estate.” A full-time real estate investor, he is also the author of #1 Amazon book Capital for Real Estate, host of Cash Flow Connections real estate podcast, and founder of Asym Capital which has helped more than 400 investors acquire more than $150M of assets.
Tune in to this episode to learn more about understanding markets, automating your business and productivity, and, of course, raising capital.
HIGHLIGHTS OF THE EPISODE
01:05 - Meet Hunter Thompson
03:19 - How Hunter became one of the top thought leaders of raising capital
06:23 - Looking for trends in real estate investing
10:17 - The most undervalued asset class in the United States right now
13:45 - Hunter’s favorite episode on Cash Flow Connections
18:32 - Hunter’s tip for passive investors
20:53 - Hunter’s Top 3 Insights in Raising Capital
28:55 - Turning obsession and identity into business
31:10 - The myth of work-life balance
34:12 - The future of capital Real Estate
CONNECT WITH THE GUEST
Website:
https://cashflowconnections.com
https://www.raisingcapitalforrealestate.com/rcfre
http://www.asymcapital.com
Podcast: https://cashflowconnections.com/podcast/
Facebook: https://www.facebook.com/hunterlthompsoncfc/
Instagram: https://www.instagram.com/hunterlthompson_/?hl=en
LinkedIn: https://www.linkedin.com/in/hunterthompsoncfc
Email: info@asymcapital.com
Book: Raising Capital for Real Estate
CONNECTING WITH INVEST FOR THE WIN
Website: https://investforthewin.com/
Facebook: https://www.facebook.com/ftwinvestments
Instagram: https://www.instagram.com/ftwinvestments/
LinkedIn: https://www.linkedin.com/company/43231601/admin/
Twitter: https://twitter.com/FtwInvestments
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
hunterthompson
raisingcapital
commercialrealestate
Logan, Parker, and Cory discuss how to start in real estate investment. Should you do passive investing? Is active investing right for you? The Investment FTW team breaks down what you need to know to get started on opportunities and relationships in the real estate space. Learn about diversification, risk, real estate operations, acquisitions, portfolio allocation and more in this episode!
HIGHLIGHTS OF THE EPISODE
01:21 - How to get started in real estate investing (Should you invest actively or passively?)
03:43 - Passive investment and opportunities
05:41 - The competition in the real estate space and how to get going
07:03 - Finding opportunities through relationships (knowledge, experience, and track record)
12:01 - What happens after closing? (Your job just began)
14:11 - Parker on the active side of real estate investment
16:29 - Cory on the active side of real estate investment
20:46 - Benefits of passive investing
22:41 - The private side of indirect investing
23:51 - Core Investing
24:53 - Opportunistic investing
25:59 - Opportunities in passive investing (true diversification)
28:11 - Learning curve in being a real estate investor
30:28 - The bottom line
CONNECTING WITH INVEST FOR THE WIN
Website: https://investforthewin.com/
Facebook: https://www.facebook.com/ftwinvestments
Instagram: https://www.instagram.com/ftwinvestments/
LinkedIn: https://www.linkedin.com/company/43231601/admin/
Twitter: https://twitter.com/FtwInvestments
Youtube: https://www.youtube.com/channel/UCTpJoMpgE3DDGSgw-13nTIw
realestate
passiveinvestment
activeinvestment
Welcome to our first episode. Listen to this show and become a better investor.
For our first episode, you will get to know US. WHO we are, WHAT we do, and WHAT this show is all about.
Here are your hosts:
Logan Freeman brings over 5 years of real estate experience to the team starting his real estate career with a single-family rental portfolio where he executed over $50MM in acquisitions. From there, Logan moved to Clemons Real Estate where he was the leading salesperson year over year as he created, lead, and executed a unique strategy for representing Buyers in 1031 transactions.
Logan oversees the Investor Relations and Marketing Divisions at FTW Investments and contributes heavily to its project sourcing and capital raising efforts. Logan leads XchangeCRE, an affiliate of the firm that assists 1031 exchange investors in identifying replacement properties and other tax-advantaged reinvestment strategies including TIC investments with FTW Investments. Logan leverages his people skills and transaction background to drive new acquisitions, capital raising, and investor relations. Logan is a voting member of the firm’s investment committee.
Parker Webb brings over 8 years of real estate experience to the team starting his career with Newmark Grubb Zimmer and then Midwest Retail Properties (now MRP Capital Group) before starting his first real estate venture, Third Space Property Group. Parker has been involved in all aspects of real estate including sales, leasing, property management, entitlements, development, tax incentives, capital raising, and asset management.
Parker oversees the asset management, property management, and construction management divisions of FTW, contributes to the deal pipeline and capital raising efforts, executes operations
Cory Tuck has a background running a Family Office investment fund for 14 years before venturing out on his own and eventually co-founding FTW Investments. At the Family Office, Cory oversaw the investment of controlling and non-controlling interest in private and microcap companies as well as overseeing the funds broader, diversified investment strategy. Cory got his first foray into real estate through the Family Office’s investment in an affordable housing developer that they took from 500 to 6,000 housing units across the Midwest and South.
Cory oversees the Acquisitions team including deal analysis, project due diligence, debt placement, fund/syndication strategy, is active in the firm’s investment research, and is a voting member of the firm’s investment committee. Mr. Tuck brings over 15 years of investing experience to the company.
Three principles, three different backgrounds, viewpoints, and outlooks. The topic is investing, the strategy is storytelling. Learn about asset management, how we manage properties, portfolio allocation and the role of prior real estate in your portfolio, and economics. We aim to create value by synthesizing ideas we will hear from experts into insights that will help you become a better investor. We know you want to, so tune in!
HIGHLIGHTS OF THE EPISODE
01:00 - Why listen to this show
02:26 - Future episode teasers
03:08 - Who we are, why our company exists, what our company accomplishes, and our backgrounds
04:06 - What FTW stands for
04:30 - The Shark Pack
06:10 - Cory’s background
06:55 - Parker’s background
07:54 - Logan’s background
08:46 - Doing well by doing good