For today’s episode we talked to Michael Fordham. Michael has over 20 years of real estate and banking experience. Michael practiced corporate and securities law for 18 years with investment banks JPMorgan Chase & Co. (New York City) and Credit Suisse, A.G. (Zurich, Switzerland).

Michael founded Silverado Lending as a part of his passion for real estate. He enjoys helping other investors grow their businesses. Michael has syndicated multiple New York City multifamily property investments and has ‘BRRRR-ed’ single-family homes, land, and multifamily properties.

Michael Shares his key ideas that led him to real estate and founding Silverado Lending. He talks to us about how his experience as a securities lawyer and being risk averse has helped him establish his current business. Tune in and don’t miss this episode!

For today’s episode we will cover:

[ 00:00 - 09:56 ] Guest Intro: Michael Fordham

Michael’s background
From the equities market to looking at alternative assets like real estate
Having alternative assets to hedge against downside risks

[ 09:56 - 18:20 ] Hesitancy in stepping out of the world of equities

Point where you realized this is my new career path
Risk aversion and its influence on your business
A little bit more about Silverado Lending

[ 18:20 - 33:07 ] Borrower selection

One of the big risks
Investing thesis and what's on the horizon
Other hedges in place to protect yourself and your risk in transactions
Not in a circumstance where you can afford to let the market cure you
What's in the future forecast

[ 33:17 - 34:42 ] Rapid fire

What do you like to do for your continued education to further your investing?
What was that one defining moment of time or events in your investing career that changed your trajectory?
What advice would you give to the listeners to help them grow their businesses

Tweetable Quotes:

Connect With Guest:
Website: https://www.silveradolending.com/

LinkedIn: https://www.linkedin.com/in/michael-fordham-b127092/

SUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/

Cody Laughlin

LinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/

Facebook: https://www.facebook.com/cody.laughlin.543

Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en

John Batey

LinkedIn: https://www.linkedin.com/in/johnbatey/

Facebook: https://www.facebook.com/john.l.batey

Brian Alfaro

LinkedIn

View Details

**Episode 131:

In today’s episode we are excited to give you the second installment of our conversation with guest Saket Jain. He goes deep into his experience with syndication, the lessons he learned and the kind of investor you want to be.**

Saket is a #1 bestselling author, investor, syndicator, tech enthusiast, and philanthropist Saket Jain is the Founder and CEO of Impact Wealth Builders where he’s passionate about achieving financial freedom through real estate.

He has over 15+ years of experience in real estate investing. Over the last 5 years, Saket has taken a particular interest in class B/C multifamily apartments in markets that have strong fundamentals. Saket, along with his partners, has built a portfolio of over 2000 units totaling $200M in assets across several US markets, generating consistent double digit annual returns.

In addition to investing, Saket currently serves as a Business Operations leader at Airbnb Headquarters. Prior to that, Saket, in his role as a business consultant built, launched and led profitable new ventures in the technology and financial sectors. Check out this episode to find out how to come out on top in the face of uncertainty!

For today’s episode we will cover:

[ 36:51 - 52:01 ] Syndication is a full time job, Why do it?

First syndication foray
Be the most active passive investor
Lose our emotional attachment to money

[ 52:01 - 58:11 ] Rapid fire

What do you like to do for your continued education to further your own investing?
The single moment of time or maybe event that really changed the course of your business?
Advice you would give the listeners to help them grow their businesses

Tweetable Quotes:

Connect With Guest:

Website: https://impactwealthbuilders.com/

LinkedIn: https://www.linkedin.com/in/jainsaket/

E-mail: saket@impactwealthbuilders.com

SUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/

Cody Laughlin

LinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/

Facebook: https://www.facebook.com/cody.laughlin.543

Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en

John Batey

LinkedIn: https://www.linkedin.com/in/johnbatey/

Facebook: https://www.facebook.com/john.l.batey

Brian Alfaro

LinkedIn: https://www.linkedin.com/in/balfaro89/

Facebook: https://www.facebook.com/brian.alfaro89

#activevspassiveinvesting

#diversification

#multifamily

View Details

**Episode 130:

The road to successful investing is a winding one so today we will learn from our guest Saket Jain about his journey from corporate America, being laid off, deciding he has to take control of his life, and what it takes to be an investor.**

#1 bestselling author, investor, syndicator, tech enthusiast, and philanthropist Saket Jain is the Founder and CEO of Impact Wealth Builders where he’s passionate about achieving financial freedom through real estate.

For today’s episode we will cover:

[ 00:00 - 18:36 ] Guest Intro: Saket Jain

Saket’s background
Your income cannot be a major source of cash flow
Transformation is going to happen

[ 18:36 - 36:51 ] Who do I need to become to invest?

Diversification vs focusing on one vertical
Nobody invests their 401K to double next year
Passive takes the emotions out

Tweetable Quotes:

Connect With Guest:

Website: https://impactwealthbuilders.com/

LinkedIn: https://www.linkedin.com/in/jainsaket/

E-mail: saket@impactwealthbuilders.com

SUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/

Cody Laughlin

LinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/

Facebook: https://www.facebook.com/cody.laughlin.543

Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en

John Batey

LinkedIn: https://www.linkedin.com/in/johnbatey/

Facebook: https://www.facebook.com/john.l.batey

Brian Alfaro

LinkedIn: https://www.linkedin.com/in/balfaro89/

Facebook: https://www.facebook.com/brian.alfaro89

#activevspassiveinvesting

#diversification

#multifamily

View Details

**Episode 129:

In this episode, Cody and Brian share a conversation about what they've been seeing in the market. It's a completely different landscape and people are fearful but it's not as bad as it seems. They also share why it's important to stay active and why being a hyper selective investor in this market cycle can be beneficial. Tune in to find out how to take advantage of the current market trend!**

Cody Laughlin

Cody Laughlin is a co-founder and Managing Partner of Blue Oak Capital. He is the director of Acquisitions and Chief Investment Officer and oversees the company’s acquisitions and business development. Cody has eleven years of experience in alternative investments.

Prior to Blue Oak Capital, Cody was the founder and President of Laughlin Investment Group, LLC, a privately held real estate investment group where he managed the company’s acquisition portfolio of residential real estate.

In addition to his entrepreneurial ventures, Cody worked as a Registered Nurse in the Texas Medical Center.

Brian Alfaro

Brian Alfaro is a real estate entrepreneur and local Houston business owner. After spending over 14 years focused on Operations in a Franchise business, Brian facilitated the opening & growth of a multi-location café business in Fort Bend county serving thousands an upscale coffee experience.

Brian currently holds ownership interest as a General Partner in 787 multifamily units.

For today’s episode we will cover:

[ 00:00 - 09:28 ] A conversation about what we've been seeing in the market

The real estate market is a completely different landscape
A lot of people are driven by fear
There's a lot of fearful people in the market, it's a great time to build your business

[ 09:28 - 22:10 ] Real estate have always been a patience type game

The greatest recessions come from circumstances we can't predict
What are you hearing from brokers?
Why you have to stay active

[ 22:10 - 28:54 ] You really need to be in tune in your investor network

Investors are being hyper selective about what they're investing in

Tweetable Quotes:

Connect With Guest:

Website:

LinkedIn:

SUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/

Cody Laughlin

LinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/

Facebook: https://www.facebook.com/cody.laughlin.543

Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en

John Batey

LinkedIn: https://www.linkedi&

View Details

Today we share an episode of The Real Estate Breakthrough Show with Christina Suter where Cody and Brian are guests. Listen in as they share key insights about Blue Oak investments, the secrets to their success, and why it's important to always remember that in this industry, it’s all about serving the people.

Cody Laughlin

In addition to his entrepreneurial ventures, Cody worked as a Registered Nurse in the Texas Medical Center.

Brian Alfaro

Prior to joining Blue Oak Capital, Brian managed an investment company specializing in the residential asset class. Passionate about helping others succeed, he sources and brokers investment transactions for investors.

Brian’s extensive background in operations, marketing, and brand development in high-volume hospitality concepts plays a role in ensuring investing partners receive a first-class experience.

For today’s episode we will cover:

[ 00:00 - 12:11 ] About Blue Oak Capital

Real estate can challenge you as a human being
Our job is to be problem solvers
Why Blue Oak didn’t fail

[ 12:11 - 22:42 ] You can’t panic

It starts with a good property management team
You really make your money on the renewals
Blue Oak’s investment strategy

[ 22:42 - 34:39 ] Repositioning a property

Remembering that you serve people
Taking care of your investors
Good companies and investor relations

Tweetable Quotes:

Connect With Guest:

Website: https://blueoakinvests.com/

Instagram: https://www.instagram.com/blueoakcapital/?hl=en

Facebook: https://www.facebook.com/blueoakcapital/

Youtube:https://www.youtube.com/channel/UC3-13HguhVYtvZTHXoeS-ng/featured

LinkedIn:https://www.linkedin.com/company/blueoakinvests/

Connect with Cody:

Linkedin: https://www.linkedin.com/in/cody-laughlin-35067660/

Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/

Cody Laughlin

LinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/

Facebook: https://www.facebook.com/cody.laughlin.543

Instagram: https://www.inst

View Details

**Episode 127:

We are excited to have as guest a good friend Jeff Davis. Jeff is a global logistics sales executive for a Fortune 100 company based in Houston, Texas. He's a global supply chain and logistics professional. Since 2005, Jeff began investing in real estate in 2015 as a single family landlord and in 2021 divested all of his single family assets and moved entirely into multifamily.**

In today’s episode, Jeff shares his knowledge and expertise on the global supply chain, inflation caused by supply chain disruption, consumer demand, and other black swan events. He also talks about why and how he got into real estate and his transition from residential to multifamily. Tune in to find out about his success story!

For today’s episode we will cover:

[ 00:00 - 16:27 ] Guest Intro: Jeff Davis

Jeff's background
Jeff's expertise on the global supply chain
Black swan events

[ 16:27 - 27:18 ] The Shanghai Container Freight Index

The underlying issue is supply chain disruption
Consumer demand is starting to pull back a little bit
What happens 12 to 18 months from now

[ 27:18 - 35:23 ] Looking to still be active? And if so, why?

Real estate is a long term game
Investing thesis and what's on the horizon

[ 35:23 - 40:02 ] Rapid fire

What do you like to do for your continued education to further your investing?
What was that one defining moment of time or events in your investing career that changed your trajectory?
What advice would you give to the listeners to help them grow their businesses?

Tweetable Quotes:

Connect With Guest:

Website: https://www.multifamilyadvice.com/

LinkedIn: https://www.linkedin.com/in/jeff-davis-34a98015/

SUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/

Cody Laughlin

LinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/

Facebook: https://www.facebook.com/cody.laughlin.543

Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en

John Batey

LinkedIn: https://www.linkedin.com/in/johnbatey/

Facebook: https://www.facebook.com/john.l.batey

Brian Alfaro

LinkedIn: https://www.linkedin.com/in/balfaro89/

Facebook: https://www.facebook.com/brian.alfaro89

#multifamily

#globalsupplychain

#realestate

View Details

**Episode 126:

For today’s episode we have Cody as guest on The Gold Collar Investor Podcast and we get to find out his beginning as an accidental landlord and where he is now in the real estate space. He talks about how he was able to pay two mortgages by putting a tenant on his first, his transition from single family to multifamily real estate, and what it’s like being at the tail end of getting away from his W-2.**

Cody Laughlin is a real estate entrepreneur and thought leader with over 10 years of real estate investing experience. Cody’s core investing thesis has been focusing on acquiring existing multifamily assets across central Texas and other various markets across the US since early 2019. After aligning with his partners, Brian Alfaro and John Batey, Blue Oak Capital was formed and to date the company holds ownership interest in 787 multifamily units as General Partners.

For today’s episode we will cover:

[ 00:00 - 08:04 ] Guest intro: Cody Laughlin

Cody's background
Still a health care provider, making the transition
First house, having a hard time selling it and why

[ 08:04 - 17:49 ] Directly into multifamily or buy more single family homes

Introduced to commercial real estate
A new goal
What’s stopping you from quitting now

[ 17:49 - 24:11 ] Target number from a revenue perspective

The numbers on the first multifamily deal and getting the capital for it
Doing own deals now or still cosponsoring
A phenomenal vertical to add to your portfolio

[ 24:11 - 28:43] Taking the lead role

When was the first time you invested outside of Wall Street?
Did you have any fears at the time to overcome when you did that?
One investment that did not go as expected
Advice you would give to people who are thinking of investing in Main Street that is outside of Wall Street

Tweetable Quotes:

Connect With Guest:

Website: https://blueoakinvests.com/

Instagram: https://www.instagram.com/blueoakcapital/?hl=en

Facebook: https://www.facebook.com/blueoakcapital/

Youtube:https://www.youtube.com/channel/UC3-13HguhVYtvZTHXoeS-ng/featured

LinkedIn:https://www.linkedin.com/company/blueoakinvests/

Connect with Cody:

Linkedin: https://www.linkedin.com/in/cody-laughlin-35067660/

Facebook: https://www.facebook.com/cody.laughlin.543

Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/

Cody Laughlin

LinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/

Facebook: https://www.faceboo

View Details

**Episode 125:

Becca Hintergardt is the Owner of Hint Investments and a Multifamily Investor. She specializes in helping others craft a plan to live a passive income lifestyle through commercial real estate investing. She currently lives in Nosara, Costa Rica. Her life in the tropics is largely supported by passive income from her multifamily real estate investing. Becca’s team is under construction on their newest asset, a 100-unit Quality Inn Motel in Arizona that they are converting to 65 multifamily units.**

Additionally, she has invested in and overseen multiple projects, and she is an LP on several buildings totaling over 450+ units throughout Texas. Becca is inspired to help others live an authentic life of passive income freedom and location independence through real estate investing.

Join us as she shares how she was able to live a passive income lifestyle by design which paved the way for her move to Costa Rica. She also goes deep into the multifamily space, vetting operators and investing for social reasons. Tune in to learn more about how you can live your dream lifestyle too!

For today’s episode we will cover:

[ 00:00 - 13:59 ] Guest Intro: Becca Hintergardt

Becca’s background
Lifestyle by design from a passive income portfolio
Transition from a well established career to the current lifestyle

[ 13:59 - 31:36 ] Becca's current projects

Conservative underwriting is subjective for this business model
This multifamily game really starts with the jockey, not the horse
Stress test sensitivities and making decisions to acquire deep value add projects in the A and B space

[ 31:36 - 38:29 ] Creating something that doesn't exist for people that really need it

Investing for social reasons

[ 38:29 - 41:04 ] Rapid fire

What do you like to do for your continued education to further your own investing?
What is your inspiration that gets you motivated to get up and do what you do every day?
What advice would you give to the listeners to help them grow their businesses?

Tweetable Quotes:

Connect With Guest:

Website: https://www.hintinvestments.com/

LinkedIn:https://www.linkedin.com/in/becca-hin...

Email: becca@hintinvestments.com

Instagram: Instagram: https://www.inLinktree: https://linktr.ee/rodkhleif

SUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/ Cody Laughlin

LinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/

Facebook: https://www.facebook.com/cody.laughlin.543

Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en

John Batey

LinkedIn: https://www.linkedin.com/in/johnbatey/

Facebook: https://www.facebook.com/john.l.batey<

View Details

Episode 124:

In this episode, Cody is a guest on the “How Did They Do It Podcast” and he shares his real estate journey. He goes deep into why and what it took for him to transition from single family to multifamily real estate and why he thinks we shouldn’t be overwhelmed with going bigger faster.

For today’s episode we will cover:

[ 00:00 - 06:53 ] Guest intro : Cody Laughlin

Cody's background
Continue education or complete pivot to real estate?
The pivoting point to real estate

[ 06:53 - 14:14 ] Biggest change in the shift to multifamily

Steps taken to get into multifamily and barriers in the first deal
How Cody saw multi family as a pathway to financial success and how he envisioned life would look like for him and his family
The first deal and what he had to face

[ 14:14 - 20:51 ] Creating a partnership from a business standpoint

Finding the best places to build out your network and meet potential partners and investors
Continuing to focus on real estate while almost everybody sat back
Completing the first deal and following up with consequential investments and opportunities

[ 20:51 - 23:50] The biggest refinement from the first to get to the second deal

What and how real estate investing impacted Cody’s life
One thing Cody knows now about real estate that he wished he knew before
One thing that sets successful people apart in real estate investing

Tweetable Quotes:

Connect With Guest:

Website: https://blueoakinvests.com/

Instagram: https://www.instagram.com/blueoakcapital/?hl=en

Facebook: https://www.facebook.com/blueoakcapital/

Youtube:https://www.youtube.com/channel/UC3-13HguhVYtvZTHXoeS-ng/featured

LinkedIn:https://www.linkedin.com/company/blueoakinvests/

Connect with Cody:

Linkedin: https://www.linkedin.com/in/cody-laughlin-35067660/

Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/

Cody Laughlin

LinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/

Facebook: https://www.facebook.com/cody.laughlin.543

Instagram: https://ww

View Details

Episode 123:

Rod Khleif is a multiple business owner and philanthropist who is passionate about business, high performance, real estate, and giving back. As one of the country’s top real estate and peak performance luminaries. He has also owned over 2000 properties. Rod soared from humble beginnings as a young, impoverished Dutch immigrant to incredible success. His experience involves both remarkable triumphs, and spectacular fai;ures, which he affectionately calls “seminars” Rod will explain the mindset required to recover from losing $50million dollars in the crash of 2008 to the success he enjoys today. Rod brings incredible authenticity and insight to his approach to real estate, mindset, success, and life.

Rod talks real estate, the psychology of success, and business topics in great depth, contributing first hand, technical, and motivational knowledge and skills to the conversation. Rod also founded The Tiny Hands Foundation, which has benefited more than 11,000 children in need. This is an episode full of gems so be sure to take notes!

For today’s episode we will cover:

[ 00:00 - 05:47 ] Guest Intro: Rod Khleif

Rod’s story
The importance of mindset and psychology
The mindset it took to recover

[ 05:47 - 12:38 ] Strategies that will hopefully help

How Rod recovered
Take some notes
Put a time limit on each goal

[ 12:38 - 23:10 ] Pick your number one goal

Write down why you must achieve it
Get pictures of your goals
Rod’s bootcamp

[ 23:10 - 35:35 ] Once you’ve got your mind right

Peer group
Focus
Never achieve a big goal without having other goals behind it

[ 35:35 - 44:24 ] Fulfillment is an art

Rod’s secret sauce
What do you like to do for your continued education
Advice to the listeners to help them grow their business

Tweetable Quotes:

Connect With Guest:

Website: https://rodkhleif.com/?sl=igo

LinkedIn: https://www.linkedin.com/in/rodkhleif/

Youtube: https://www.youtube.com/channel/UCbb357-0yQw0kdNelWKrSkA

Facebook: https://www.facebook.com/rodkhleifofficial?sl=igo

Linktree: https://linktr.ee/rodkhleif

SUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/

Cody Laughlin

LinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/

Facebook: https://www.facebook.com/cody.laughlin.543

Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en

John Batey

LinkedIn: https://www.linkedin.com/in/johnbatey/

Facebook: https://www.facebook.com/john.l.batey<

View Details

**Episode 122:

There are countless ways to get into real estate. Our guest for this episode Kevin Brenner, talks to us about getting started in real estate investing through real estate investment funds.**

Kevin began his real estate investing journey in late 2018 after using his Veteran Affairs (VA) loan entitlement to house hack a Quadplex in Savannah, Georgia. Through careful quality improvements, Kevin was able to renovate each unit and raise rent over $500 per month per unit. Less than six months later, Kevin used his newfound knowledge and leveraged his network to raise $85,000 to close on another Quadplex in the same neighborhood! In July of 2019, Kevin joined the ranks of the Active Duty Passive Income team where he dedicated himself to helping other service members and veterans achieve similar success in real estate. Kevin regularly uses his platform as Co-Host of the Active Duty Passive Income Podcast, founder of Operation A.T.O.M., The Action Takers Only Mastermind, and Director of Single Family Education to mentor thousands of military real estate investors worldwide looking to build passive income through smart investments!

Join us as Kevin shares important information about passive investing, investment funds, funds structure, the Reg A model, and diversification. Surely an episode you shouldn’t miss!

For today’s episode we will cover:

[ 00:00 - 09:49 ] Guest Intro: Guest Intro: Kevin Brenner

Kevin’s background
Multifamily’ s the way, how can I get more?
Learning about funds

[ 09:49 - 16:00 ] Why don’t we crowdfund this?

The Reg A model
The Reg A is not designed for real estate
Mini IPO

[ 16:00 - 24:42 ] The time and cost element

In a Reg A fund is it volume or deal by deal
The ADPI ecosystem
Why we should consider looking at a fund structure as a passive investor

[ 24:42 - 41:54] The fund aspect

Diversification
As a passive investor you’re never investing on the asset, you’re investing in the team
Most retail investors don't know about tax benefits
Is the minimum flexible?
Do you worry about the economy when you have low investment minimums?

[ 41:54 - 45:24 ] What Kevin does to educate himself to further his investing

Moment in time that altered the trajectory of his business
Advice that will help listeners grow their real estate businesses

Tweetable Quotes:

Connect With Guest:

Website: https://www.adpicapital.com/

LinkedIn: https://www.linkedin.com/in/kevin-brenner-pmp-783471b6/

SUBSCRIBE & LEAVE A 5-STAR REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/

Cody Laughlin

LinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/

Facebook: https://www.facebook.com/cody.laughlin.543

Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en<!--

-->

View Details

Episode 121:

In today's episode we have the founders of the Equity Yield Group, a real estate investment firm specializing in institutional grade multifamily assets, in great markets, sourced, qualified, and managed by an experienced team.

Ryan Webster is Managing Partner, and Founder of Equity Yield Group. He is an NHBA award winning home builder, experienced real estate professional, and entrepreneur. Ryan has over a decade of experience owning and operating a Midwest based construction, and development company with a wide range of project experience managing new construction, and value add multifamily projects.

Warren Dresner Managing Partner, Co-founder, has 20 years’ experience in finance, insurance and real estate in the USA, UK and Australia, with a focus on deal management, deal execution and project management. He began investing in real estate in 2010 and has experience in both Single-Family Homes and Multifamily Apartments. He is currently invested in over 2,000 units across the South-East and Midwest.

Today, they will take us through their real estate journey from single to multifamily deals, the current market cycle and what this means for multifamily real estate, and what the future holds for the multifamily space. Don’t miss it!

For today’s episode we will cover:

[ 00:00 - 06:47 ] Guest Intro: Ryan Webster and Warren Dresner

Ryan’s background
Warren’s background
Pushing the envelope on customer service

[ 06:47 - 16:02 ] Transition to A class quality assets

Has investor appetite changed in this market cycle?
The bank is your biggest investor
True fundamentals

[ 16:02 - 30:08 ] Holding periods and types of return profiles being realized in institutional quality assets

Why staying in the affordable A class space works so well
Structuring the equity side
What the vetting process look like

[ 30:08 - 43:31 ] Downside of institutional capital

A point on control
Changes to their investment and business strategy
Forecast for the multifamily market over the next five years

[ 43:31 - 46:12 ] What do you like to do for your continued education to further your own investing (Warren)

What do you like to do for your continued education to further your own investing (Ryan)
A defining moment that changed the course of your trajectory (Ryan)
trajectory (Ryan)
A defining moment that changed the course of your trajectory (Warren)
Advice for listeners to help them grow their businesses (Warren)
Advice for listeners to help them grow their businesses (Ryan)

Tweetable Quotes:

Connect With Guest:

Website: https://equityyieldgroup.com/

Youtube: www.youtube.com/channel/UC4aRGm_b8VPbBKxMqZ_qYIw

Facebook: www.facebook.com/pages/category/Real-Estate-Investment-Firm/Equity-Yield-Group-104940504437848/

Ryan Webster:

LinkedIn: www.linkedin.com/in/ryan-webster-3104841a9

Warren Dresner

Linkedin: https://www.linkedin.com/in/warren-dresner-353b8239

Facebook: https://www.facebook.com/wdresner

View Details

Episode 120:

“I don’t think we’ve ever purchased something that was listed since 2015 or 16” is a testament to how important building relationships can be in this industry so today, we talk to our guest Andrew Cushman, founder and principal at Vantage Point Acquisitions. His passion drives him forward in entrepreneurial endeavors but his easygoing, friendly spirit is what builds lasting friendships with his investors and business partners. He shares his relationship building process, and the role it plays in furthering his business

Andrew is a former chemical engineer who found his entrepreneurial calling in real estate. In 2007, Andrew left his corporate position to start a business in real estate investment, starting off flipping single family properties in Southern California. Sensing a shift in the market, in 2011 Andrew transitioned to multifamily acquisitions and has successfully syndicated and repositioned over 2,500 multifamily units. He is a frequent guest and panelist on Real Estate podcasts and educational forums. Outside of the business world, Andrew has been a certified alpine ski instructor and when not working in real estate enjoys surfing, backcountry skiing, and trying to not be outwitted by his two young children.

For today’s episode we will cover:

[ 00:00 - 07:00 ] Guest Intro: Andrew Cushman

Andrew’s Background
The next big thing and what builds lasting income and wealth
Markets diversified in and where time and effort goes

[ 07:00 - 23:24 ] Go deeper in a smaller area

Building relationships
Relationship building process
New strategies for this market cycle

[ 23:24 - 39:07 ] Structuring your debt properly

Mistake that sponsors and passive investors make
Instead of competing on price compete on execution
This is not gonna lead to a crash or widespread price declines

[ 39:07 - 41:22] We’ve lost the certainty and stability

What’s on the horizon and Vantage Point Acquisition

[ 41:22 - 44:46 ] What Andrew likes to do to further his education in investing

Is there one event that changed the course of your trajectory?
Advice that will help listeners grow their real estate businesses

Tweetable Quotes:

Connect With Guest:

Website: https://www.vpacq.com/

LinkedIn: https://www.linkedin.com/in/AndrewCushmanVPA/

YouTube: https://www.youtube.com/channel/UCr_PLJ2AoRH6PNc7Zi27XPA

Instagram: https://www.instagram.com/vantagepointacquisitions/?hl=en

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/

Cody Laughlin

LinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/

Facebook: https://www.facebook.com/cody.laughlin.543

Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en

John Batey

View Details

Episode 119:

There's two ways to do real estate: active and passive. If you're into real estate because you want financial and location independence, the freedom to make an impact, time and freedom of choice, passive investing should be the path for you. To know more about this, we talk with Whitney Elkins-Hutten.

Whitney is the Director of investor education at passiveinvesting.com. She is a partner in $700M+ of real estate —including over 5000+ residential units (MF, MHP, SFR, and assisted living) and more than 1400+ self-storage units across 7 states—and experience flipping over $3.0M in residential real estate.

In today's episode, she talks to us in detail about the difference between active and passive investing. She goes deep into how to find out if you want to start a real estate business or passively invest in real estate, and the freedoms that passive investing may provide. She also shares doing one's due diligence and how to vet operators should you decide to invest passively. This is one episode you shouldn't miss!

For today’s episode we will cover:

[ 00:00 - 04:17 ] Guest Intro: Whitney Elkins-Hutten

Whitney’s background
First property, accidental landlord
Living and flipping and househacking

[ 04:17 - 13:07 ] Transition to multifamily real estate

Thoughts about Anthony Vicino’s “Do you want to be a real estate investor or do you want to build a real estate business?”
The five freedoms in life and passive investing
Passive vs active investing

[ 13:07 - 30:07 ] Becoming director of investor education at passiveinvesting.com and its responsibilities

Common themes as far as what investors are looking for
Educating investors on vetting sponsors and finding the right people to invest with
The type of control that the limited partner has

[ 30:07 - 42:29] Having a clear strategy and core thesis as an operator

Today’s investing appetite
Doing one’s due diligence
The future trajectory at passive investing.com

[ 42:29 - 44:25 ] What Whitney likes to do to further her education in investing

One event that really changed Whitney’s trajectory
Doing one’s due diligence
Advice that will help listeners grow their real estate businesses

Tweetable Quotes:

Connect With Guest:

Website: PassiveInvestingwithWhitney.com

https://www.passiveinvesting.com/whitney/

https://www.passiveinvesting.com/

LinkedIn: https://www.linkedin.com/in/whitneyelkinshutten/

Youtube: https://www.youtube.com/c/PassiveInvestingDOTcom

Instagram: https://www.instagram.com/whitneyhutten/?hl=en

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments: https://blueoakinvests.com/

Cody Laughlin

LinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/

Facebook

View Details

Episode 118:

Brian’s primary role at Blue Oak Capital is focused on Investor Relations, Marketing & Brand Development. Brian believes in leveraging a brand & scale to add value to both our residents & investing partners. After spending over 14 years focused on Operations in a Franchise business, Brian facilitated the opening & growth of a multi-location café business in Fort Bend county serving thousands an upscale coffee experience.

He currently holds ownership interest as a General Partner in 787 multifamily units and in today’s episode, Brian shares with us this interview where he is a featured guest of Ruben from the Capital Raisers show. He talks about the importance of marketing, building your brand, multifamily syndication, and his process of using marketing tools to his advantage.

For today’s episode we will cover:

[ 00:00 - 12:00 ] Guest Intro : Brian Alfaro

Brian’s background and how he got into multifamily syndication
Building your brand, marketing, communication and education, nurturing investors and building a database of potential people to help
Bringing active investors and capital raisers into his deals

[ 12:00 - 30:04 ] How and what it looks like to partner with Brian

Specialty within the multifamily asset class that Brian decided to dig his heels into
People in the Blue Oak team and what they do
People and things that needed to be incorporated into their team as they go from co GP to GP
Managing people to do the work or forming a team by themselves

[ 30:04 - 38:32 ] Lightning Round

Best vacation Brian has ever taken
Favorite book
How long Brian wants to live
Favorite aspect of being a multifamily investor
Brian’s spiritual philosophy and its role in his success
Hacks for changing limiting belief
Miracle or near death experience?
Something that Brian is afraid of
Brian’s favorite childhood memory
What Brian loves about the coffee business
Kind of impact Brian would like to leave in the world
Brian’s thoughts about podcasting
Last words of wisdom for the aspiring multifamily investor

Tweetable Quotes:

Connect With Guest:

Website: https://blueoakinvests.com/

Facebook: https://www.facebook.com/mfbalfaro

Youtube: https://www.youtube.comInstagram: https://www.instagram.com/blueoakcapital/?hl=en

/channel/UC3-13HguhVYtvZTHXoeS-ng/featured

LinkedIn: https://www.linkedin.com/in/balfaro89/

Podcast: "Prosperity Through Multifamily Real Estate Investing Podcast"

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook

View Details

Episode 117:

As Director of Acquisition at Blue Oak Capital, Cody Laughlin says this time in the market is challenging, on the same note though, he says we are still in the expansion part of the cycle. In today’s episode, Cody shares being a featured guest of Best Ever’s Ash Patel. He talks to Ash about ways to acquire Mufti Family deals in a hypercompetitive market.

For today’s episode we will cover:

[ 00:00 - 06:34 ] Guest intro : Cody Laughlin

Cody's background and what he's focused on
Cody's partners
Cody's thoughts on multifamily units

[ 06:34 - 10:37 ] The investing thesis

Thoughts on the market cycle
Value add or buy fully renovated properties?
Broker relationships

[ 10:37 - 16:08 ] Getting in front of the competition

Wining and dining brokers
850 units, how many properties across?
Primary value proposition

[ 16:08 - 19:28] Differences of multifamily in Columbus OH vs Texas

Rent growth, appreciation, and cap rates
Examples of marketing funnels
Leverage social media

[ 19:28 - 23:14] Niche in terms of size of units, purchase price, and cap rate?

What's their return to investors?
What separates Cody and his partners from other multifamily syndicators
How often they communicate with non investors in their database
Cody's best real estate investing advice ever

[ 23:14 - 23:31] Best ever lighting round

Best ever book Cody recently read
Best ever way to give back

Tweetable Quotes:

Connect With Guest:

Website: https://blueoakinvests.com/

Instagram: https://www.instagram.com/blueoakcapital/?hl=en

Facebook: https://www.facebook.com/blueoakcapital/

Youtube:https://www.youtube.com/channel/UC3-13HguhVYtvZTHXoeS-ng/featured

LinkedIn:https://www.linkedin.com/company/blueoakinvests/

Connect with Cody:

LinkedIn: https://www.linkedin.com/in/cody-laughlin-35067660/

Instagram: https://www.instagram.com/codyblueoakcapital/?hl=en

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on <!--

-->

View Details

Episode 116:

There’s people who invest in real estate and people who build a real estate business. Anthony Vicino will tell us the difference and why you might want one over the other. He is a serial entrepreneur, Best-Selling Author, Investor, and Small Business Owner who successfully managed his own personal portfolio of multifamily assets spread across the country before joining forces with Dan Krueger in 2019 to create Invictus Capital. He helped build multiple multi-million dollar companies from the ground up by creating efficient systems that scale, utilizing value-based content marketing strategies, and always focusing on providing exceptional end-user experiences.

Invictus Capital is driven to help people achieve financial security by providing solid multifamily-based investment opportunities in an environment of trust, transparency, and clarity.

For today’s episode we will cover:

[ 00:00 - 07:38 ] Guest intro : Anthony Vicino

Anthony’s background
Real estate is a vehicle for infinite impact
Vertically integrated right out of the gate

[ 07:38 - 16:49 ] What’s transpired over the last twelve months

Hiring and getting good talent
Challenges in the marketplace and its impact on Invictus multifamily
How long will the interest rates continue to go up?

[ 16:49 -24:52 ] The fundamentals are still very positive

Liquidity and cap rates
Even in an inflationary market real estate is still the best hedge
It’s never gonna look like the right moment

[ 24:52 -36:34] Lower your return expectations

The concept of the anti portfolio
Education programs tend to focus on tactics not do much strategy
Are you looking to invest in real estate or looking to build a real estate business?
What’s on the horizon for 2022

Tweetable Quotes:

Connect With Guest:

Website: anthonyvicino.com

https://invictusmultifamily.com/

Instagram: https://www.instagram.com/theanthonyvicino/?hl=en

Facebook: https://www.facebook.com/advicino/

Youtube: https://www.facebook.com/advicino/

LinkedIn: https://www.linkedin.com/in/anthonyvicino/

Linktree: https://linktr.ee/anthonyvicino

Podcast: Multifamily Investing Made Simple

Book: "Raising Capital for Real Estate"

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

#passiveinvesting

#multifamily

#opportunities

View Details

**Episode 115:

Having a background in economics, has allowed Hunter Thompson to achieve a holistic approach to analyzing real estate data and has led him to have a unique perspective on out-of-state investing. The goal of his business is to help clients invest in passive cash flow opportunities that provide a healthy return on investment, without the headaches associated with the stock market's volatility. Hunter analyzed and closed residential real estate acquisitions, hard money loans, bridge financing opportunities, commercial and residential syndications, mobile home parks, retail opportunities, and syndicated office space investments. He has worked with multiple asset teams across several geographic locations in the US and Canada.**

Hunter’s main priority is establishing an extremely diverse portfolio without exposing client's capital to unnecessary risk.

For today’s episode we will cover:

[ 00:00 - 06:15 ] Guest intro : Hunter Thompson

Background
Passive investing
How multi million dollar properties are purchased

[ 06:15 - 12:11 ] Hunter's rocky start in real estate

The European debt crisis
Hunter decides to create his first fund
What changed after Hunter's first capital raise.

[ 12:11 - 18:15 ] Access to good real estate deals comes with great responsibility

Founding a company to act as intermediary to vet opportunities on behalf of passive investors
The driving thesis behind diversification and opportunities Hunter is looking to place investor capital in
The people that were able to weather the 2008 recession

[ 18:15 - 26:54] Launching a bitcoin mining fund

The macroeconomic landscape and the drivers that impact Hunter's day to day decision making
An incredible opportunity for real estate investors from top to bottom
What inflation means for real estate investors

[ 26:54 - 38:48 ] An almost flattened yield curve, lagging wages, and a quantitative tightening cycle

Input on the a rising interest environment and cap raise compression
Communication in managing the expectations of retail investors
Curating list of 5 to 10 operators that Hunter is willing to work with and why it's critical

[ 38:48 - 43:52 ] Cap rate environment

The IIREC conference
What do you like to do for your continued education to further your own investing?
The one event that really changed the course of HUnter’s business

[ 43:52 - 44:46 ] Raise Masters coaching

Hunter's book "Raising Capital for Real Estate"
What do you like to do for your continued education to further your own investing?
Advice for listeners to help them grow their businesses

Tweetable Quotes:

Connect With Guest:

Website:https://asymcapital.com/

https://raisemasters.com/apply-webinar-3

https://100ktoinvest.com/register-free

Twitter:

Facebook:https://www.facebook.com/hunterlthompsoncfc/

https://www.facebook.com/groups/rcfre/

https://www.instagram.com/hunterlthomps

View Details

**Episode 114:

Brian currently holds ownership interest as a General Partner in 787 multifamily units.

For today’s episode we will cover:

[ 00:00 - 05:25 ] Meet Brian Alfaro

Should passive investors be concerned with the rising interest rate environment?
What happens when rates rise
What we do as borrowers to hedge the risk

[ 05:25 - 20:32 ] Rate Cap

Basic options for rate cap cost
The Fed and Political Pressure
How rising interest rates impacts passive investors

[ 20:32 - 26:44 ] Things that are still working in our favor

We are in an inflationary period
Tenured treasury
Recession

[ 26:44 - 37:12] Length of time between the first rate hike and the first rate cut

Supply and demand
How people are able to afford rent bumps
Rent escalation through history

[ 37:12 - 42:39 ] Is it a scary time?

One of the biggest advantages of a variable rate debt
It's still a great time to invest

Tweetable Quotes:

Connect With Guest:

Website: https://blueoakinvests.com/

Twitter:

Facebook: https://www.facebook.com/mfbalfaro

Instagram:

LinkedIn: https://www.linkedin.com/in/balfaro89

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

#passive

#interestrates

#Investment

View Details

**Episode 113:

Growing up in the business of development, innovation in the build-to-rent space came naturally for Scott Choppin. He is the founder, visionary, and CEO of The Urban Pacific Group of Companies which concentrates on workforce housing. His primary focus is on Urban Town Houses (UTH) which has improved the lifestyles of families and other multi-earner households through cost-effective housing.**

Tune in to learn more about recession-resilient investment opportunities, how to evade seasonal leasing, and the advantages of UTH.

For today’s episode we will cover:

[ 00:00 - 08:19 ] Meet Scott Choppin

Background and experience
Growing up in development
Development vs. buying existing

[ 08:19 - 16:12 ] Development of Workforce Housing

Looking for niche opportunities
Starting with Urban Infill Environments
Build-to-rent and Urban Town House Models

[ 16:12 - 23:25 ] Inflation of Construction Costs

Rental vs. Valuation
Testing Urban Town House Models
Evading the seasonality of leasing

[ 23:25 - 34:26] What kind of returns to expect when investing with Scott

Working with third-party syndicators
Strategic reflection–thinking about the next recession to sell
Economic Sharing Concept

[ 34:26 - 39:34 ] Making investing much more enjoyable

Improving lifestyles of multi-earner households
Making cost-effective standard designs
Generating opportunities for families to live in good neighborhoods

[ 39:34 - 52:29] Final questions and investor advice

Exploring competitive learning
How to create innovations

Tweetable Quotes:

Connect With Guest:

Website: https://www.urbanpacific.com

Twitter: https://twitter.com/scottchoppin

Facebook: https://www.facebook.com/scottchoppin.business

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

LinkedIn: https://www.linkedin.com/in/scottchoppin

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

**#UrbanHousing

TownHouse

Investment**

View Details

**Episode 112:

“*Creating Legacy High performing Assets***”

Bruce is the founder, visionary and owner of Bakerson. Growing up in the bakery business in the Twin Cities in Minnesota, Bruce wanted to pay homage to his now late father; hence the name “Bakerson”.

After trying his hands in a few different ventures in Minnesota, Chicago and Phoenix, he finally found his passion in real estate. He has a proven track record of success throughout Bakerson’s nearly 18 years in business with thousands of individual units bought, repositioned and sold. Bruce has overseen all aspects of the business including operations, acquisition, project leadership, equity fund management, property specific syndications, legal, finance and more.

His focus is finding good deals while his passion is serving the residents by providing them with one of their basic human needs – shelter. Prior to launching Bakerson in 2002, he served on the acquisition team at a Phoenix-based real estate investment company.**

For today’s episode we will cover:

[ 00:00 - 06:16 ] Opening Segment.

Getting to know Bruce Wuollet.
Updates in the last year and a half.

[ 06:16 - 09:51 ] Finding opportunities that align with your investment thesis

Buying properties without the high execution risk.
Challenges facing the new construction.
Classes that are underserved.

[ 09:51 - 15:39 ] Being priced out of today’s marketplace.

Supply chain issues and price increases.
What happens when people lose hope.
Living paycheck to paycheck

[ 15:39 - 24:34] What to consider before expanding

Seeing the recent migratory patterns.
Protecting in the downturn.
Taking care of your investor first.
Investing in the long term
Looking at the stability of the market

[ 24:34 - 28:16 ] How the European situation is affecting the Real Estate market

Putting money outside the normal market
Why Europeans are investing into the US

[ 28:16 - 35:25] More ways to hedge against the downside

Having good debt
Never leverage more than 65% of your assets
The 18 year land cycle

[ 35:25 - 44:25 ] Finding investors who align with your ideals

Different group of investors from all age groups
Building and preserving wealth
Understanding that real estate isn’t for the short term gains

[ 44:25 - 48:42 ] Closing Segment

The 1-1-5-3-1 method to continue your education
Looking beyond the short term

Tweetable Quotes:

Connect With Guest:

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and

View Details

**Episode 111:

Stefan Tsvetkov is the Founder of RealtyQuant (www.realtyquant.com), a company that brings data-driven and quantitative techniques to the real estate industry. On a mission to add massive industry value through education, investment, technology, and analytics.**

Financial engineer turned multifamily investor, analytics speaker, and live webinar host. He holds a Master's degree in Financial Engineering from Columbia University, and during his finance career managed ~$90 billion derivatives portfolio jointly with colleagues.

Featured on multiple Podcast and Webinar events including Elevate, Best Ever Real Estate Show, The Apartment Guys etc. Host of Finance Meets Real Estate webinar series.

For today’s episode we will cover:

[ 00:00 - 02:20 ] Opening Segment.

Getting to know Stefan Tsvetkov.

[ 02:20 - 04:44 ] New York real estate market post-pandemic.

Temporary relocation to moderate appreciation.

[ 04:44 - 11:22 ] From Finance to Multi-family.

Lessons learned from the finance world.
Trading real-estate like trading in finance.
Being in the commercial real estate

[ 11:22 - 22:18 ] How to evaluate an opportunity through data driven analytics.

Manually underwriting deals.
The formula to find the best opportunity in your area
Manually gauging property values
Underwriting for off market deals

[ 22:18 - 24:52 ] Resources to get the data.

Hiring other jobs
Focusing on what you know
Using information that is publicly available

[ 24:52 - 42:31] Projected data vs current market rates

Looking at the interest rates
The spread of cap rates while interest compress
Recent examples of these concepts
Paying attention to the fundamentals
Being aware of your downside risk at the end of a cycle
Risk Vs Reward
Rising vs stagnant future pricing

[ 42:31 - 49:48 ] Closing Segment

Rapid fire questions for Stefan
How to reach Stefan

Tweetable Quotes:

Connect With Guest:

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

**#PassiveInvestor

FutureMarket

DataAnalytics**

View Details

**Episode 110:

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.

As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. He 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 in a strict no sales pitch environment.

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 and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US.

Jeremy welcomes e-mails (jroll@rollinvestments.com) to network with or help other investors and to discuss real estate or business investments of any size.**

For today’s episode we will cover:

[ 00:00 - 04:10] Opening Segment.

Getting to know Jeremy Roll.

[ 04:10 - 15:06 ] What to look for in asset classes before investing passively.

Relying on predictability.
Opportunities in the different classes.
Being cautious of the current market.
Why you shouldn’t stop investing.
Be in line with your investing thesis.
When you should start investing,

[ 15:06 - 27:35 ] Jeremy’s 3 current buckets in finding assets.

Unique properties with unique pricing
Short term opportunities
Why Jeremy doesn’t invest in cryptocurrency.
Looking at the asset prices and predictability.
Investing In ATM’s.

[ 27:35 - 32:45 ] Why there might be a coming economic downturn.

Why Jeremy sees a coming economic downturn
Why it is inevitable because of 2020 and the Ukraine-Russia Situation

[ 32:45 - 41:15 ] Knowing where you are in an economic cycle.

The most liquidity is by the end of an economic cycle.
What to think about before investing.
Finding the right fit to your personality before investing.

[ 41:15 - 48:50 ] Buying assets with Debt now

Lower cap rates in the next 2 to 5 years.
Invest now if the cash flow is good enough.
Projected timeline of seeing the impact.
Assuming that real estate will adjust slowly.
Looking at the yield curve for the next 5 to 10 years.
The upcoming inflation rate.

[ 48:50 - 51:54 ] Closing Segment

Rapid fire questions for Jeremy
How to reach Jeremy

Tweetable Quotes:

Connect With Guest:

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
J

View Details

**Episode 109:

Beau Beery helps multifamily investors, from beginners to the most elite in the world, buy and sell more assets. He earned a bachelor’s degree in Marketing and a Master of Science degree in Real Estate from the University of Florida as well as the prestigious Certified Commercial Investment Member (CCIM) designation. He has been in the commercial real estate business in Florida since 1999.**

In 2011, he teamed up with Todd Rainsberger, a successful commercial Realtor, to acquire an interest in Coldwell Banker Commercial M.M. Parrish Realtors in partnership with the Parrish family. There he was consistently ranked as the #1 multifamily producer in Florida for the Coldwell Banker Commercial brand and among the Top 5 in the nation every year before starting his own private multifamily brokerage firm in 2021.

He is regularly asked to speak at industry conferences and to private companies. He also has an ever-growing YouTube channel, called BeauKnowsMultifamily, where he guides viewers on how to buy more multifamily assets, how to sell them, and how to conduct market analysis. His tours of new listings are very entertaining and widely subscribed.

For today’s episode we will cover:

[ 00:00 - 05:51] Opening Segment.

Getting to know Beau Beery.
Being in the investment sales side.
From investor to seller

[ 05:51 - 10:53 ] Why having empathy is important.

How to make connections with investors in today’s marketplace.
Why investors need to be trained.

[ 10:53 - 21:10 ] Increasing your chances to get a deal as a newbie.

Mentors are a must to be successful in real estate.
Getting your second deal with the same client.
Being part of a big team.
Be the right hand to your mentor.
Caring for your investors to get repeating deals.

[ 21:10 - 27:00 ] The truth about the off-market deals.

Where it originates
How people get off-market listings today.
The true off-market deal.

[ 27:00 - 41:20 ] The current landscape of the multi-family marketplace.

Keeping up with the current demand.
Why you should hold on as long as possible.
Lack of number of sales.
There are more renters these days.
When you can be aggressive on your purchases.

[ 41:20 - 49:26 ] Closing Segment

What will continue to happen to the market in the next 5 years.
The best way to connect with Beau.
What is included in the book.

Connect With Guest:
Website: BeauBeery.com/

YouTube: BeauKnowsMultifamily

LinkedIn: BeauKnowsMultifamily

Facebook: BeauKnowsMultifamily

Twitter: BeauBeery

Clubhouse: BeauKnowsMulti

Instagram: BeauBeeryGville

TikTok: BeauKnowsMultifamily

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram<!--

-->

View Details

Episode 108:

In this episode, Brian and Cody discuss how the increasing interest rates could affect the market this year. They also talk about the lessons they’ve learned in their most recent 60 unit deal.

For today’s episode we will cover:

[ 00:00 - 01:27] Opening Segment.

Catching up with Cody and Brian

[ 01:27 - 13:31 ] Things are more rigid on the smaller opportunities.

The most recent 60 unit deal
The realizations of this recent deal
Will interest rates rise?
Getting people comfortable where interest rates are now.
Tipping the scale into a recession type environment.
Supply and demand imbalance
Real estate isn’t only black and white

[ 13:31 - 21:38 ] Interest rates and the connection with the multi-family space

Are cap rates expanding or contracting?
Never looking at cap rate at face value.
Needing more proof for lenders.
Staying in tune in the current market.

[ 21:38 - 31:13 ] Real Estate will always have tax advantages

Who has the biggest challenge in the real estate space.
What is your cost of equity?
Predicting more of the future of the market for this year.

[ 31:13 - 31:56 ] Closing Segment

Final words from Brian and Cody

**Tweetable Quotes:

Real estate isn’t black or white, there’s a lot of variables that affect the pricing.**

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

**#InterestRates

2022Market

RealEstateDevelopment**

View Details

**Matt Picheny is a real estate investor, Tony award winner, and author of the #1 best-selling book: Backstage Guide to Real Estate. He is focused on developing passive income streams that enable investors to write their own story and choose how they want to spend their time.

Matt has over 15 years of experience revitalizing and elevating communities through real estate investment and has invested in over 8,000 apartments nationwide. He is a licensed real estate agent and has earned both Commercial Real Estate & Real Estate Finance certificates from Boston University. Matt is a member of the Forbes Real Estate Council, the Fast Company Executive Board, and is an advisor to a PropTech company.

A PMI certified Project Management Professional, Matt is a digital marketing veteran whose 18-year career in the advertising world included working for some of the world’s largest advertising agencies, producing award-winning projects for Fortune 500 clients including Verizon, IBM, and Coca-Cola.

Matt and his wife have two Tony Awards® as co-Producers of the Broadway shows Moulin Rouge! and American Utopia. They have invested in many other theatrical productions including the iconic musicals Hamilton and Wicked.

A native of Orlando Florida, and a former actor, Matt still believes in happily ever after. He lives with his wife and their two daughters in Brooklyn, New York and in his downtime enjoys long walks on the beach, Broadway, Rock and Roll, and amazing barbecue.

For more information about Matt, please visit picheny.com**

For today’s episode we will cover:

[ 00:00 - 10:08] Opening Segment.

Getting to know Matt Picheny.
The lightbulb moment for Matt.
Real Estate as a side hustle.

[ 10:08 - 28:08 ] Scaling up in multi-family through syndication

How Matt became an accidental house hacker.
Adjusting from New York to Miami.
The lightbulb moment to scale up in multi-family.
How Matt discovered Syndication.
Learning through doing.
Matt started doing meet-ups.
A sneak peak of what the book contains.
Building the network throughout the journey.

[ 28:08 - 31:44 ] Deeper conversation with Matt

Learning from your mistakes.
Education through university and passive investing
Diversifying your capital especially for passive investors.
Why communication is important.

[ 31:44 - 42:44 ] The first General Partner Opportunity

Finding the right partner.
Going to networking events.
Going to Kansas City.
Building connections and reaping the benefits.
Getting a deal off-market.
Learning the boundaries of each partner.

[ 42:44 - 45:40 ] Who is this book for

Should you read this book?
Targeted to make passive income.
Where to get the book.

[ 45:40 - 48:55 ] Closing segment

The power of the mastermind.

Tweetable Quotes:

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and

View Details

Episode 106:

In this episode, Cody and Brian discuss the advantages of the value-add play, as well as how you should be wary when buying/selling a value-add deal as a passive investor.

For today’s episode we will cover:

[ 00:00 - 02:14] Opening Segment.

Pleasantries between Cody and Brian.
Why the value-add play has been talked about.

[ 02:14 - 08:41 ] a recap on what is the value-add play

Cody discusses the value-add model.
Definition of the value-add play.
The current problem with the value-add strategy.
Paying a premium for the opportunity.

[ 08:41 - 18:58 ] Is paying the premium worth it?

Overplayed Value-add move.
Why value-add exists.
In-place value vs future potential value.
Discussion on execution risks.
How to mitigate the risk.
Deeper impact of the strategy.

[ 18:58 - 22:15 ] The guide for passive investors.

What it means to “buy right”
Knowing what your risk tolerance is.
Always consider the time.
Checking out the operator and the team before investing.

[ 22:15 - 29:23 ] Things to ponder for passive investors.

Always thinking about the exit strategy.
Forcing people to be more creative.
Make sure to ask questions.
Why the market isn’t slowing down anytime soon.
Variables to consider in asset classes.

[ 29:23 - 32:26 ] Closing segment

Importance of asking any questions.
How to educate yourself before getting a deal.

Tweetable Quotes:

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

**#PostCovidMarket

DeveloperSide

RealEstateDevelopment**

View Details

Episode 105:

**Venkat Avasarala is a seasoned Real Estate professional. His main focus is Ground Up Development of Market rate Multifamily properties, and acquiring Value-add Workforce housing Multifamily properties in landlord friendly Sun belt states.

Venkat is developing 1500 Multifamily units in DFW, Austin, Phoenix and has also acquired 3600 existing apartment units since 2016.

Venkat is managing $105 Million in Investor equity and has over $450 Million in Assets under management.**

For today’s episode we will cover:

[ 00:00 - 06:40] Opening Segment.

Getting to know Venkat Avasarala.

[ 06:40 - 11:20 ] Deciding on a risk adjusted basis

Finding opportunities where life takes you.
How Covid forced people to charge a premium
Always be flexible with the times.
Sticking with high growth markets.

[ 11:20 - 17:28 ] The Current Landscape of Real Estate

Navigating through the post COVID market.
Challenges in the construction industry.
The ultimate value-add.
The new reality to get land.
Why 10 thousand dollars isn’t enough anymore.

[ 17:28 - 22:56 ] Restrictions of the Multi-Family Space

The Robinhood Law in Texas.
Why the Texas government is restrictive about real estate.
Finding the cash flow positive deals.

[ 22:56 - 30:00 ] Importance of understanding the market

Why you should invest in Texas.
Why Lakewood is like Bitcoin.
Why earning 100k dollars isn’t enough to buy a home in Denver.
Why you should hold your properties in strategic locations.
Playing to the strengths of the market.

[ 30:00 - 48:21 ] A deeper dive in the developer side of real estate

How to attract an investor.
Selling an idea that existed pre-Covid.
Lowering investors expectations.
Prioritizing your investors even when a property underperforms.
The A market in Texas.
How to avoid being trapped with a property.
Venkat’s strategy to avoid being trapped.
How long is the investment lifecycle with Venkat.
The parallel between land and toilet paper.

[ 48:21 - 51:52 ] Closing segment

Rapid fire questions for Venkat.
Picking out mentors.

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

**#PostCovidMarket

DeveloperSide

RealEstateDevelopment**

View Details

**Episode 104:

Bill Ham is back on this show with his latest book “Real Estate Raw”. Gracing us with knowledge on where the market will most likely go, why real estate will always make money, and more. In this episode, Bill gives us the tools to safely invest in the future of real estate. He is also giving us points to reflect on and situations to avoid.

This podcast is just a sneak peak to the topics that he discussed in his new book “Real Estate Raw” to truly know if you are fit to invest in real estate.**

For today’s episode we will cover:

[ 00:00 - 04:10] Opening Segment.

Getting to know Bill Ham.

[ 04:10 - 13:38 ] Perspective on the current market environment

Heading towards a correction and not a crash.
The importance of learning about the market cycle.
Cooling off of the current market.
Market shift vs. Paradigm shift.
Why syndication has inflated the market.
Discussion on financial Darwinism.

[ 13:38 - 24:12 ] Why Real Estate Will Always Make Money

Where wealth is being built.
Explaining the conveyor belt model.
The importance of deal analysis.
Having a high barrier of entry.
Lenders control the market.

[ 24:12 - 33:15 ] Preparing for the future of the real estate space

Having higher quality assets during the correction.
Quality assets, long term debt is the way to go.
Find investors that are lenient in returns.
A good deal is one that makes money.
Seeing a slip in the market.
Which market will take a hit.
The huge cost of the C market.

[ 33:15 - 41:43 ] There isn’t a housing shortage

The truth about the housing shortage.
Looking at markets outside the United States.
Where to see a housing shortage.
Buy Your First Deal Now.

[ 41:43 - 45:30 ] Where Investors should Focus

Advice for Passive investors
Advice for active investors

[ 45:30 - 49:39 ] Closing segment

Rapid fire questions for Bill.
Coaching and being coached.

Tweetable Quotes:

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

**#RealEstateRaw

CreateYourWealth

FutureRealEstate**

View Details

**Episode 103:

The Apartment Guy℠, Bruce Petersen, is an educator, best selling author and syndicator of large multi-family properties throughout Central Texas ranging in size from 48-292 units. He was awarded the Austin Apartment Association’s Independent Rental Owner of the Year for 2016 and the National Apartment Association’s Independent Rental Owner of the Year for 2017 as well as Think Realty's Multifamily Investor of the Year 2019.

Bruce targets stabilized properties where he can buy a cash-flowing asset and drive value through building "community" and improved operations. He is able to do this by implementing his proven systems and deploying his experienced staff to replicate his business model across the new acquisitions.**

For today’s episode we will cover:

[ 00:00 - 08:14] Opening Segment.

Getting to know Bruce Petersen.
Why Bruce skipped the single-family market.

[ 08:14 - 14:15 ] Bruce and his observations before writing the book

Motivation behind the book ( Syndicating Is A B*tch ).
Why free seminars aren’t free.
What people don’t experience during the free seminars.
Why the book focuses on showing you why you shouldn’t do syndication.

[ 14:15 - 23:45 ] Horror stories in commercial real estate

What experiences people in the trade don’t tell you.
The 5 Million dollar fiasco.
How the government got involved.
Knowing your risk tolerance.
Daily struggles with a management company.
Suing situations because of earnest money.

[ 23:45 - 28:42 ] Marketing never stops.

Knowing your strengths and acknowledging your weaknesses.
Having partners who can compliment you.
Why you need to keep raising capital.

[ 28:42 - 33:32 ] Basic aspects of Bruce’s Business

Benefits of In-house management.
Why you shouldn't start management for the income.
Being compensated for not doing something yet.

[ 33:32 - 46:13 ] Structuring Bruce’s Promote.

Doing it as an override.
Doing it as a reallocation/ retained ownership.
Improving your net worth.
Aligning your interests with the investors interests
Trying not to be greedy

[ 46:13 - 53:46 ] Closing segment

Rapid fire questions for Nic.
Not letting the ego get the best of you.
Final words from everyone.

**Tweetable Quotes:

“I want my investors to win while I win because then they’ll want to do another deal with me”**

**- Bruce Petersen

“The simpler I can keep my deals structured, the money likely I am to get an investor… But if I complicate the sht out of it, your eyes will roll back in your head… so you’re just going to walk off and find another deal.” - Bruce Petersen*

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram

View Details

Healthcare Professional Turned Real Estate Investor

**Episode 102:

Nic Espanet has been passively investing in multifamily assets since 2016 and has been a multifamily Syndicator & Asset Manager since 2018. Nic has worked as a licensed Physical Therapist since 1996 and has run his own private practice since 2012.

His experience as a small business owner combined with his detail-oriented personality has equipped the strong growth of Thrive Multifamily, a Texas-based multifamily syndication company. Nic is currently an Asset Manager in 4 multifamily syndications totaling 580 units and is a Passive Investor in an additional 1780 units at 7 properties.**

For today’s episode we will cover:

[ 00:00 - 03:13] Opening Segment.

Getting to know Nic Espanet.

[ 03:13 - 12:18 ] Experience as a healthcare provider.

Lack of financial literacy as healthcare professionals.
Realizing that physical therapy can’t be sustainable.
Why healthcare benefits aren’t enough.
Getting out of the rat race.

[ 12:18 - 22:18 ] Getting the first deal.

Analyzing deals with a partner online before Zoom.
Working with a more experienced person.
Setting a goal and learning what to sacrifice.
Balancing being a W2 employee and a small business owner.
Getting the foot through the door.

[ 22:18 - 29:16 ] How COVID affected Nic’s businesses

Challenges to overcome.
Knowing where to cut to be afloat.
How the Multifamily market survived COVID.

[ 29:16 - 41:05 ] The marketplace after COVID

Surprises in today’s marketplace
Investing in the South East
Changes in strategy
Future of Multi-family

[ 41:05 - 46:50 ] Finding where to focus

Look for a local partner
Why you should connect with Nic

[ 46:50 - 53:15 ] Closing segment

Rapid fire questions for Nic.
Final words from everyone.

Tweetable Quotes:

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

**#SuccessfulMindset

Smallbusiness

BalanceInLife**

View Details

**Episode 101:

Chris Freeman is an experienced real estate investor with $20M in assets under management. His 20 years of real estate investment has focused exclusively on multifamily apartment buildings that can generate immediate cash flow.

Over 26 years, he has been fortunate to experience financial success through high-tech sales and sales leadership. Working with companies like Juniper Networks, CIENA, Lucent, and Citrix, he has learned how to achieve a high level of performance in sales while re-deploying a portion of his commissions into cash flow generating real estate.

Through a consistent process over time, Chris has created enough passive income to replace his high-tech sales income. This success had inspired Chris to create High Tech Freedom Capital and help his peers achieve their own personal success.**

For today’s episode we will cover:

[ 00:00 - 6:00] Opening Segment.

Getting to know Chris Freeman.

[ 6:00 - 13:11 ] The power of diversification.

Being careful with the stock market.
The history of the 401K.
Lifestyle changes after retiring.

[ 13:11 - 20:57 ] Maintaining a W2 and building a business

Maintaining the W2 while building passive income.
Advice for people who have a W2 and building passive income.
Keeping an eye on operators and investors.
Operating a small business vs being a W2 employee.

[ 20:57 - 26:12 ] The insides of operating a small business

Having a partner from another generation.
The importance of having business partners.
Self managing everything in the beginning.
Don’t start in the single family space.
Relying on partners.

[ 26:12 - 33:21 ] Mistakes made as a small business owner

Having high attention to detail.
Creating a system in place.
The importance of networking.
Taking every opportunity.

[ 33:21 - 40:56 ] Investing in multi-family as a tech professional

Why tech professionals should be a passive investor.
Finding the opportunity cost.

[ 40:56 - 43:46 ] Hightech freedom podcast

What the podcast is all about.
Being able to provide information.

[ 43:46 - 49:17 ] Closing segment

Rapid fire questions for Chris.
Final words from everyone.

Tweetable Quotes:

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

**#SuccessfulMindset

Smallbusiness

B**

View Details

For today’s episode we will cover:

[ 00:00 - 4:30] Opening Segment.

Damian Lupo
Being eaten alive by unknowingly giving freedom
Social score in China
The time before the hyper-inflation

[ 4:30 - 08:10 ] Neal Bawa Highlights

Current multifamily cap rates
Future multifamily cap rate predictions
Why you should by multifamily now

[ 08:10 - 11:49 ] Bill Ham Highlights

What the fundamentals are in this market.
Not earning in today’s real estate market.
Why markets always cycle up.

[ 11:49 -15:26 ] John Batey Highlights

How to avoid capital gains tax.
Holding a property for 10 years.

Tweetable Quotes:

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

**#SuccessfulMindset

WhatItTakesToSucceed

CreatingOpportunities**

View Details

**Terry Painter is the author of "The Encyclopedia of Commercial Real Estate Advice" – published by Wiley, and a contributing writer for Forbes.com. He is the founder of Apartment Loan Store and Business Loan Store - commercial mortgage banking and advisory firms that have closed over four billion dollars in commercial loans since 1997.

Known as a syndication financing specialist, Terry loves working on real estate deals and has personally closed hundreds of commercial real estate loans representing just about every type of commercial property. He has been a top producer for Lasalle Bank and Lehman Brothers and is known for his real estate investment consultations.

For 18 years, Terry has spoken nationally to commercial real estate investor groups, real estate brokers, and banks about commercial real estate Investing and lending. Terry is a member of the Oregon Bankers Association, The Mortgage Bankers Association, and Forbes Real Estate Council.**

For today’s episode we will cover:

[00:00 - 5:13] Opening Segment.

Getting to know Terry Painter.

[5:13 - 10:23] Real Estate now compared to other cycles

Highest demand for Multi-family housing.
Commercial real estate is like an elevator.

[10:23 - 14:07] How to future proof yourself for any upcoming recession.

Always prepare for the worst.
Why the great recession happened.
How the great recession relates to today’s commercial real estate market.

[14:07 - 19:09] The current commercial real estate market

What is driving the current commercial real estate space.
Why you shouldn’t invest in commercial real estate as a newbie.
How the market is catching up to the current demand for multi-family.

[19:09 - 26:47] Creating realistic expectations for your investors

Being realistic instead of unrealistic promises.
Investing in commercial real estate.

[26:47- 33:12] Conquering the overpriced real estate market

Not having rapid swings like the stock market.
How to come out well out of an overpriced real estate market.

[33:12 - 42:15] The importance of working with an experienced syndicator now.

The methane gas story by Terry Painter.
Why buying commercial real estate is like dating
You should work with an experienced syndicator.
All businesses have seasons,
What Terry Painter’s book is about.

[42:15 - 49:17] Being able to be confident in your assessment for your deals

Putting a deal in a stress test.
How to be confident in your assessment.
Always have a safety net.
Choosing the best team to give the best results.

[49:17 - 56:36] Closing segment.

Final words from everyone

Tweetable Quotes:

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram

View Details

Divine Bunch is a New Jersey native who relocated and fell in love with Elizabethtown, Kentucky. She has loved writing since she could hold a pen. She is a real estate website copywriter, primarily working with service-based business. She writes for groundbreaking entrepreneurs including Miriam Mckisi, a real estate investor and American Ninja Warrior, Sakina Bunch, a #1 best-selling author and industry leader in the holistic health space, and Ayisa Hayes-Taylor a renowned celebrity ghostwriter.

**She is trained in buyer psychology, ethical sales copy, and search engine optimization.

She also proudly serves as the president of Explore Hardin Country, a nonprofit organization dedicated to marketing and educating small businesses based in Hardin County Kentucky.**

For today’s episode we will cover:

[00:00 - 8:09] Opening Segment.

Getting to know Divine Bunch.
Becoming a website copywriter.
The role of a copywriter in real estate.

[8:09 - 13:19] Getting into the psychology of the buyer

Crash course about the buyer's psychology.
How to connect with your buyer.

[13:19 - 18:34] Focusing down on a niche and the complexity of online marketing

Always find a niche to focus on.
Market research as a copywriter.

[18:34 - 22:42] Tapping into the emotional side of real estate

Appealing to the emotional side of real estate.
Why you should put some personality in your website.

[22:42 - 32:32] Setting yourself apart from the competition

Learning if someone is a logical based person by using split testing.
Split testing, The secret to making great copy.
Learning when to change your strategy.
Optimum conversion rate.

[30:32- 36:51] The importance of building a digital presence

Getting a wider database by understanding great copy.
Where to focus when building a brand.
Never try to do everything.

[36:51 - 39:39] Where to find copywriters for real estate

The various social media platforms to find copywriters.

[39:39 - 40:55] On the horizon for Divine Bunch

Creating a larger network
Bringing the best out of the clients

[40:55 - 45:50] Closing segment.

Final words from everyone

Tweetable Quotes:

“The mistake that I see all the time is that people constantly talk about what they have and what they offer, which is great, and it brings awareness to what you're selling or your objective of your website. But it's not by constantly talking about what you have, it's not connecting your reader to what's in it for them.” - Divine Bunch.

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and

View Details

A native of Lethbridge, Alberta, Canada, Brandon Magierowski came to Shreveport, Louisiana in 2004 to join the LSU-Shreveport Pilots Baseball Program. After three years with the Pilots, Brandon graduated with a Bachelor’s Degree in General Business Administration.

In 2008, Brandon returned to the LSUS-Baseball Program in 2010 as the Graduate Assistant Coach. Magierowski’s coaching position with the Pilots ended in 2011 after Brandon graduated with his Masters in Business Administration (MBA). In 2014, Brandon aided in the creation of Diamond Dynasty (2D Sports) and is the acting CEO.

Brandon currently owns multiple assets in Louisiana, Florida, and Texas and specializes in broker and investor relations. He is a graduate of Multifamily University, a Podcast Host, and Co-Founder of Real Focus Capital Investments.

For today’s episode we will cover:

[00:00 - 5:36] Opening Segment.

Getting to know Brandon Magierowski.
Getting started in single-family.

[5:36 - 12:10] Learning from the first mistakes

Not showing the early mistakes.
Buying your first deal in your backyard.
How to not make the same mistake.

[12:10 - 20:12] Why one mistake isn’t the end

Finding and avoiding the dead deals.
Why you should have a good grasp on the fundamentals.
Everyone makes mistakes, own up to it.
Importance of Know, Like, and Trust
Why you shouldn’t overpromise and underdeliver

[20:12 - 23:45] Early capital building

The best time to build your capital.
How to get accredited investors faster.

[23:45 - 28:33] The power of the follow-up

Nurturing your investor relationships
Declining a deal from the investor.

[28:33 - 35:00] Sharing assets and providing knowledge

Confidence in turning people away..
Prioritizing providing value to investors.
Connecting potential investors with other companies.

[35:00 - 37:31] Single-Family Versus Multi-Family

Why you should invest in multi-family

[37:31 - 41:10] On the horizon for Real Focus Capital Investments

Partnership with BFR Capital for the Dallas Market.
Pacing yourself and scaling too fast.

[41:10 - 45:39] Closing segment.

Final words from everyone
Prioritize listening to more podcasts and reading books
Hiring a mentor that teaches you the step-by-step process.

Tweetable Quotes:

“Master the unseen hours. Do things behind-the-scenes that nobody else sees and do them better than everybody else.” - Brandon Magierowski.

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

View Details

**Tory Sheffer is the owner of Sheffer Capital and is responsible for all aspects of real estate acquisition & management, including underwriting, structuring equity, raising capital & asset management. His work involves managing the transaction process from inception to execution, as well as continuous asset management through the life of the asset.

Tory has been in the real estate industry for 6+years as a broker and principal investor in 100+ transactions totaling $70M+. Ownership deals outlined below.

Tory is also an investor in Real Estate Lab, a real estate software company focused on analysis and data related to multifamily investing, and Tory is also a partner in a 24/7 gym in Delano, MN.

Prior to real estate Tory owned & operated Superior Recreation Services, a company building commercial playgrounds throughout Michigan & Ohio.**

For today’s episode we will cover:

[00:00 - 5:30] Opening Segment.

Getting to know Tory Sheffer.
Being influenced by his parents.
A quick journey through figuring out real estate.

[5:30 - 10:46] Cherishing your first deal.

Switching markets while looking for deals.
Finding the confidence to tackle bigger opportunities.
Shoot the shot now, aim after.

[10:46 - 22:27] Building your business where you want it to go

Finding the people that can help you grow your business.
Working with people who are just starting out.
Why a slow start shouldn’t discourage you to do your best.
Putting your foot in the door.
Snowballing faster than you would expect

[22:27 - 27:21] How to search for different types of deals.

How Tory sources his acquisitions.
On-market vs off-market deals.

[27:21 - 35:57] Capitalizing on the smaller markets.

Strategies to get sources you can apply right now.
What qualifies as a good opportunity.
How to tackle smaller markets.
Surrounding yourself with people you trust.
Managing your different portfolios off-site.

[35:57 - 41:28] A deep-dive into the Joint-venture structure.

What is the Joint venture structure.
Why the market needs to update to the needs of the modern world.

[41:28 - 45:11] Joint venture structure versus syndication.

Benefits of a joint venture

[45:11 - 49:08] Closing segment.

Final words from everyone
Prioritize listening to more podcasts and reading books
Words to the entrepreneur.

Tweetable Quotes:

**People are much more willing to work with people starting out than probably most people think about. - Tory Sheffer

It’s a false barrier between the guy starting out and the guy that’s ten year in. A lot of the times, the guy who is ten year in is happy to help the guy just starting out because he was at that same point at one point anyway - Tory Sheffer**

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and

View Details

Yusef Alexander has more than 20 years of working-class, real estate industry experience. He serves as VP & Chief Business Development Officer at Real Estate Asset Partners where he supports the company’s asset expansion and philanthropic growth efforts. Yusef is an active industry thought leader, frequent panelist, speaker and guest lecturer within the academic sector. Additionally, Mr. Alexander is a founding member and currently serves on the Board of Directors for the Literacy Up Project, a non-profit dedicated to advancing childhood literacy in underserved communities. Yusef resides in Los Angeles and embodies a panoramic perspective across several market base multi-family portfolios.

For today’s episode we will cover:

[00:00 - 8:51] Opening Segment.

Getting to know Yusef Alexander.
Where he got the Real estate bug.
Dealing with earthquakes.

[8:51 - 16:00] Things to consider before expanding your portfolio.

Looking at the different barrier of entries.
Developing your skill set first and foremost.
Leveraging other people’s experience.

[16:00 - 20:17] Dealing with minimal experienced partners

Factors to consider before working with people with limited experience.
Experimenting on your own.
Focus on quality instead of quantity

[20:17 - 28:36] Factors to consider before expanding your real estate portfolio

Familiarity with the market.
How to source deals in your area.
Digging deep and finding the people who can help you get deals.
Why nothing is a three-step process.

[28:36 - 32:56] The investment strategy in the current market

Opportunity is everywhere, learning where to look
Why you should have healthy stress

[32:56 - 37:18] The intricacies of the current market

The future potential of the real estate space.
Why the market needs to update to the needs of the modern world

[37:18 - 42:46] The opportunity in the gap between people's needs and wants

Listening to the customers for a win-win situation
Being part of the society of convenience
What is truly an amenity

[42:46 - 47:45] Closing segment.

Final words from everyone
Benefits of visiting different markets.
Words to the entrepreneur.

Tweetable Quotes:

Develop your skill set and make money. Once you develop your skill set and make money, you can decide how to expand and collect different assets in your entrepreneurial portfolio and your personal portfolio - Yusef Alexander

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

View Details

Dina is the Director of investor relations at PCRP Group, a firm that provides direct access to tax-advantaged, passive income commercial real estate opportunities.

She has been investing in both residential and commercial properties in the United States and Internationally for over 19 years and has acquired or has been responsible for overseeing approximately $200 million dollars of assets under management.

Dina has also trained, led, and inspired 10’s of thousands of people in Real Estate Investing and personal development over the last 15 years, and was named Speaker of the year by the Whitney Education group.

For today’s episode we will cover:

[00:00 - 7:00] Opening Segment.

Getting to know Dina Buchanan.
How Real Estate Is A Good Addiction.
First Exposure to Real Estate.

[7:00 - 15:52] Overanalyzing Everything and Buying Power in 2021.

Don’t Overanalyze Everything.
How Saving Isn’t Going To Cut It Anymore.
Buying Power in 2021.
How Schools aren’t educating about financial literacy.

[15:52 - 22:32] Gaining momentum and doubling your money

Path of progress.
How to double your money faster.
There are things that you learn after taking action.

[22:32 - 29:00] The core pillars you should consider before partnering with someone

How to know if you should partner with someone.
It has to be a win-win situation.

[29:00 - 34:41] How the climate is affecting the current market

The Climate Resilient Market and being exposed.
How the climate is dictating the value of real estate in specific areas.

[34:41 - 42:46] Supply chain interruption and shortage of labor

Protecting your investors in spite of the situation.
Mitigating the environmental risk.
The future because of the different shortages.

[42:46 - 49:19] Closing segment.

Final words from everyone
Why you should get a coach for anything
Don’t stop getting an education.

Tweetable Quotes:

**You want your money working harder, so you don’t have to. - Dina Buchanan

If your business isn’t growing, then it’s dying - Dina Buchanan

It’s probably more imperative today than ever before to get financially educated and really start taking action. - Dina Buchanan**

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

View Details

Joining us on the show today is Brad St. Onge, Head of Partnership Development with InvestNext. He has been in Real Estate or Investments for almost 20 years. Over the last 5 years he ran a successful investor relations department then made the switch to InvestNext where his focus has been on helping IR departments successfully utilize technology to help grow their business.

For today’s episode we will cover:

[00:00 - 7:12] Opening Segment.

Getting to know Brad St. Onge.
Introduction to investment management platforms.
Making the investors' lives easier.

[7:12 - 16:36] A seamless process and getting the trust of investors.

Teaching the investors of their mistakes.
Prioritizing the customer's success.
Improving customer services.
Incorporating training sessions.

[16:36 - 22:26] Why having an application is important

The development timeline.
Always improving what is in the app.
Streamlining the process through apps.

[22:26 - 29:02] Standing out with apps in the present time.

How to stand out in a crowded market.
Working with people who are fluent in technology.
Why you should stop using excel.

[29:02 - 38:38] The limited partner side of the business.

The different kinds of passive investors.
Making a good experience for the investors
Filtering out common questions
Stop making work for your investor
Using Pragli with your team and your investors
Utilizing loom to teach in and out of your company

[38:38 - 42:05] The best way to serve the customer database

Throw your ego away
2022 plans

[42:05 - 44:26] Closing Segment.

Final words from everyone

Tweetable Quotes:

You only have so much time for them to invest. So if the process is hard, they might just say ‘I’m not going to do this, I’ll just go to the next deal.’ - Brad St. Onge

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

View Details

Dan and his wife, Dennae, along with their 4 children (3 girls and a boy) and standard poodle, reside and work in Columbia, SC.

Dan Handford is one of the managing partners with PassiveInvesting.com which is a national passive apartment investing firm based in the Carolinas. He has led his apartment syndication company to acquire 2,680+ units with a portfolio valued over $357mil.

He is also a passive apartment investor himself in 5,700+ units in 28 different syndication investments located across the Southeast USA and Texas.

Prior to getting started investing in real estate, Dan had an extensive background in starting multiple seven-figure businesses from scratch including a large group of non-surgical orthopedic medical clinics located in South Carolina.

Dan is also the founder of the Multifamily Investor Nation (#MFIN) where he provides free multifamily education to a nationwide group of over 31,000 members. The #MFIN has 50+ meetup groups across the US, Canada, and UK that meets on the first Monday of every month.

He also hosts one of the most popular apartment investing podcasts on iTunes called “Multifamily Investor Nation” where he only interviews active multifamily investors that have closed a deal in the last 12 months. There is no fluff on this multifamily podcast and only getting down to the nuts and bolts of deal sources, financing, structuring, investor relations, closing, due diligence, etc. Go to www.MFINPodcast.com to subscribe.

For today’s episode we will cover:

[00:00 - 5:41] Opening Segment.

Getting to know Dan Handford.

[5:41- 13:28] The shift from medical to real estate.

Not being active in clinics anymore.
Offering value to those who don’t have time.
How Dan started in Real Estate.
Building your own credibility.

[13:28 - 21:26] Finding true value add opportunities

Looking at the current state of the market.
Checking out the competition and being confident.
Secrets of market selection.
Risk assessment in the different markets.

[21:26 - 25:13] How Covid has affected the different markets.

How high end assets performed better than lower end assets.
Over communicating with the investors.

[25:13 - 32:00] Solidifying investor relations.

Building a proper relationship with the investors.
The importance of always sending a personal text after meetings.
The investor triad ( Know, Like, Trust )
The most important part of the investor triad.

[32:00 - 42:13] A deeper conversation about the investor triad

What is the courting phase?
The importance of email newsletter.
Giving a physical newsletter.

[42:13 - 43:55] The different conferences featuring Dan

5 Million in 30 days
Multi family and investor summit

[43:55 - 49:29] Closing Segment.

The various ways to become a better investor.
Knowing your strengths and weaknesses.
Final words from everyone

Tweetable Quotes:

Until we get out of our own way and hire people that are really good at doing thin

View Details

**Edna Keep, real estate investment teacher and author of Multiple Ways To Wealth: Creating Your Prosperous Lifestyle, has a deep understanding of what investors want in a deal.

As a former financial advisor, she helps connect investors with everyday people who want to create true passive income for the long term. Her team has a portfolio of $75 Million that they built in less than 14 years - primarily multifamily units and primarily with none of their own money. They have over 778 doors, with 178 units having been added in just the last year.

In addition to coaching real estate entrepreneurs, Edna lives near Regina, Saskatchewan between Calgary and Winnipeg with her husband Warren and teenage daughters Desiree and Dhani.**

For today’s episode we will cover:

[00:00 - 9:19] Opening Segment.

Getting to know Edna Keep.
The first Real Estate Trip.
Ready, Fire, Aim
The importance of having a coach

[9:19 - 16:48] The difference between the Canadian and US market.

Finding bargains out of state.
Transition after the first few deals.
Focusing on the smaller multi family market properties.

[16:48 - 20:15] Finding true value add opportunities

Going direct to the seller.
Buying something with all cash.
Focusing on work force housing.

[20:15 - 24:56] The opportunity in the affordable housing space.

Lack of affordable housing space.
Find the doctors.
How to not be taken advantage of.
Why Real estate isn’t passive

[24:56 - 27:52] Finding people that know what they’re doing.

The importance of finding people that are efficient.
The dynamic areas of the operation side.

[27:52 - 37:35] The beginnings of teaching others about real estate.

Common mistakes to avoid to be more successful in real estate.
Cashflow game by Robert Kiyosaki.
Staying on top of the real estate game.
Why you should get a coach.
Being the deal expert when talking to investors.
Getting multiple coaches.
Protect what’s between your ears.

[37:35 - 42:31] The mindset you need

Consistently changing coaches.
You have to level up your coaches.
Going straight to multi-family.
Working with people who already own real estate.
How to find amazing deals.
Be part of the 10% of people.

[42:31 - 47:09] Learning how to be rich.

The various ways to become a better investor.
Knowing your strengths and weaknesses.
Final words from everyone

[47:09 - 51:35] Closing Segment

Final questions for Edna

Tweetable Quotes:

Real Estate is never really passive. It can be passive for your investor, but somebody has got to be active. -Edna Keep

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
J

View Details

Matthew Sullivan is the CEO and founder of QuantumRE, a company that solves a real problem for homeowners by helping them access a portion of their home equity without taking on more debt. This new financing tool is not a HELOC, it's not a loan, and it's not a reverse mortgage. That means homeowners can get cash from their equity with no interest and no monthly payments.

**He and his team have helped over 100 homeowners use their home equity to pay off expensive credit cards, remodel their home, pay college tuition fees, or to diversify into other investments all without taking on extra debt.

If you want to know about this relatively new way of getting dead equity out of your home then this episode is for you.**

For today’s episode we will cover:

[00:00 - 9:12] Opening Segment.

Getting to know Matthew Sullivan.
The adventure to crowd venturing.

[9:12 - 17:50] The chance to cast a wider net.

How technology will be the new wave of real estate.
What is house rich and cash poor?

[17:50 - 22:33] The opportunity of Home Equity Agreements.

When the Home Equity agreement started.
Capitalizing on block chain technology.

[22:33 - 30:55] Protection by lean on title.

Unlocking the dead equity.
The difference between a loan.

[30:55 - 38:30] The risks of Home Equity Agreements.

Selecting the properties to implement this strategy.
The client's downside risks.

[38:30 - 44:01] The Psychology of home ownership.

What if homes didn’t gain appreciation during covid?
Debt related problems.
Using your house as an ATM.
What if the owner doesn’t want to sell.
Being the deal expert when talking to investors.
The challenges during raising the equity.

[44:01 - 51:35] Final Questions For Matthew Sullivan.

Cleaning the title.
How the owner has no upfront cost.
This isn’t a repeat of the disaster of ‘07 - ‘08.
Navigating through uncharted waters to make good operators in great ones.
How to get people to stay in your property.
Assessing your risk tolerance.

[51:35 - 53:24] Closing segment

The various ways to become a better investor.
Knowing your strengths and weaknesses.
Final words from everyone

Tweetable Quotes:

What’s bad for the homeowner is bad for us. That’s why this is a much more friendly deal than a loan would ever be - Matthew Sullivan

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

View Details

Kartheek Mulpuri is the Managing Partner of Sixth Sense Equity. Sixth Sense Equity is a General Partner in two multifamily properties totalling 74 units in Hampton, VA and Columbia, TN & four mobile home parks across the Southeast totaling 528 lots.

The firm also holds Limited Partner stakes in an institutional multifamily asset in the Dallas MSA and an industrial asset focused on the cannabis space in Michigan. The firm's core focus is value add class B and class C properties in Virginia and the Carolinas.

For today’s episode we will cover:

[00:00 - 4:23] Opening Segment.

Getting to know Kartheek Mulpuri.

[4:23 - 11:05] syndication vs institutional space in raising capital.

Similarities and differences between venture capital and commercial real estate.
Why you should bet on the jockey and not on the horse

[11:05 - 20:31] Finding the deal and building the team.

How Kartheek met his business partner.
Finding the first deal.

[20:31 - 27:16] Understanding the current market.

Seeing the current trends and possible future trends.
How to position yourself strongly in the market.

[27:16 - 37:28] The negotiation to get the deal and closing it.

Using data for renegotiations to sway things to your favor.
Knowing the risks and how to move forward.
Finding the middle ground.

[37:28 - 43:21] Raising the equity and the syndication structure.

The ways to get the equity that you need.
Knowing the type of transaction at the beginning.
Equity split between the LP and GP.
Putting the investor’s interest first when structuring a deal.
Being the deal expert when talking to investors.
The challenges during raising the equity.

[43:21 - 49:43] The priorities after taking over

The first thing to do after taking over a property.
The checklist that you have to look at.
Why the first year is crucial for a long term gain.
Navigating through uncharted waters to make good operators in great ones.
How to get people to stay in your property.
Assessing your risk tolerance.

[49:43 - 55:03] Closing segment

The various ways to become a better investor.
Knowing your strengths and weaknesses.
Final words from everyone

**Tweetable Quotes:

Figure out what your strengths and weaknesses are and use those to build an ideal team as you can to tackle a project. - Kartheek Mulpuri**

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

View Details

Ben has been an entrepreneur for 15 years, first starting his career in IT sales and business development then onto management. His background in management and sales has helped propel him into commercial real estate in 2013. Over the last 8 years, he has been involved in the acquisition & asset management of large multifamily properties totaling over $200MM+ in AUM and the purchase and sale of over 2500+ units.

For today’s episode we will cover:

[00:00 - 5:18] Opening Segment.

Getting to know Ben.
The journey from sales to Real Estate.

[5:18 - 10:35] The important lessons Covid taught.

How to not get affected by potential future lockdowns.
Areas that Real Estate is booming.
Why the work from home should be your short term market goal.

[10:35 - 21:51] Creative ways to get more income.

Being comfortable with stretching to get more deals.
You’re not doing anything wrong but you still lose.
Sacrifices to get more money out of a deal.
Income vs expenses
You vs bigger institutions
How to save in utilities

[21:51 - 27:45] The money is made in the operations.

Looking at the person first before the market.
Making sure that you start off strong.
Spending more time with your investor.
Keep pushing to get as much income as possible.

[27:45 - 32:40] The good, the bad, and the ugly of asset management.

Why asset management is where everything gets connected.
Why you shouldn’t get distracted by flashy numbers.
Asset management and investor relations.
How to go and buy any deal that you want.
Making the acquisition process easier.

[32:40 - 38:40] How long it takes to recover because of a small mistake.

Always be proactive.
Why college won't teach you to be an asset manager.
Why having a method will get you the most money for the least amount of time.
Asset management is just a numbers game.

[38:40 - 41:19] Why asset managers should be great communicators.

Why frequent communication is key.
Confidence is key to get more clients.

[41:19 - 44:45] Influencing through the property management company.

Why you should pay attention to online shopping.
A good and clean fitness center is essential.
The essence of a pet park

[44:45 - 50:00] Closing segment

Final words from everyone.

Tweetable Quote:

"I’m going to make mistakes. Mistakes are going to be made. But I won’t make that mistake twice" - Ben Suttles

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
Brian on LinkedIn and Facebook

View Details

Brian Kasal is the CEO and founder of Four Star Wealth Advisors, an SEC registered investment firm headquartered in Chicago. Brian holds an MBA from the University of Chicago's Booth School of Business and has been a guest lecturer for their MBA program.

Brian has been a member of the Portfolio Management Institute, PMI, as well as a senior portfolio managing director and senior vice president of Morgan Stanley. Brian has also served clients at PaineWebber, Lehman Brothers and, for 15 years, at William Blair and Company as a senior principal in the private client portfolio management group.

For today’s episode we will cover:

[00:00 - 6:15] Opening Segment.

Getting to know Brian Kasal.
How the independent space has more freedom for investments.

[6:15 - 13:39] Alternative vehicles to multiply your portfolio.

Paying attention to historical trends to guide your investment decisions.
Why you should figure out what matters to you.

[13:39 - 18:22] Letting the market tell you the truth.

Making better financial decisions by looking at market trends.
Having an advisor to make sure you make sound decisions.
The advantage of small investment advisors..

[18:22 - 23:22] The advantages of working with the investor advisor space.

Why you should choose the independent brokers.
The importance of transparency.
Spending more time with your investor.

[23:22 - 31:53] The client-broker relationship.

Doubling down on the importance of having a back up plan.
Why you shouldn’t keep looking at your portfolio.
Having a trusted advisor to change your life.
The most powerful money you could ever have.

[31:53 - 37:57] How advisers protect the investors.

Brian discusses the available models at Fourstar.
Benefits of having a reliable system.
Being ready for the worst case scenario.

[37:57 - 41:44] Looking at the different strategies.

The metrics that you should track often.
Having a plan to not make rushed decisions.

[41:44 - 43:48] Closing segment

Final words from everyone.

Tweetable Quotes:

**If you set a plan in place, you don’t need to look at it everyday. The guy that looks at his portfolio everyday… could drive themselves crazy. If you really have a plan that’s long term, why are you looking at your phone every second of the day, worrying about what that stock is doing? - Brian Kasal

If we don’t plan, we will fail. So you have to have a plan in advance - Brian Kasal**

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

View Details

Spencer Hilligoss is a passive real estate investor, multifamily co-sponsor and former technology leader. His company, Madison Investing, has co-sponsored deals totaling more than 4000 units for more than $500M. Spencer invests in syndications as an LP and actively leads Madison Investing alongside his Co-founder/Wife - Jennifer Morimoto.

For today’s episode we will cover:

[00:00 - 8:06] Opening Segment.

How Spencer started in real estate by 6 years old.
Why Real estate is part of a holistic journey.
The perfect time to learn about real estate investing.

[8:06 - 13:29] How to get more people to invest in you.

What is Private Direct Real estate?
You should always present data to heavily educated people.

[13:29 - 19:19] The realization that something is scalable.

When your plans need some tweaking.
The moment of taking the business to the next level.
The importance of outsourcing tasks.

[19:19 - 24:46] How to get started as a passive investor.

The operator, the market, and the deal.
Why the operator is the most important thing among the three.

[24:46 - 34:00] The Market and the deal.

Doubling down on the importance of having a back up plan.
Looking for the areas that will keep growing.
Focusing on the sub-market.
The importance of the year one cash flow.
Criteria on investment returns and cash flow.

[34:00 - 39:33] Crash course on what the multi-family classes are.

What are the different classes ( A,B,C )
Why B is the best class to invest in.
The challenges of C class properties.

[39:33 - 43:42] Types of Communication that you should get from an operator.

Why frequent communication is key.
The metrics that you should track often.
The importance of transparency with your clients.

[43:42 - 46:54] The active side of Real estate.

The hard truth and the reflection that comes after.
Changing plans in the middle of the journey.

[46:54 - 56:13] Closing segment

Why coaching is better than listening to podcasts.
Why learning doesn’t stop.
The benefits of being part of a mastermind.

Tweetable Quotes:

Experience is just irreplaceable. - Spencer Hilligoss

A lot of times people think that they get to a certain plateau or a certain level, and that they don’t need to learn anymore. That’s a dangerous place to be. - Spencer Hilligoss

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

View Details

Episode 83:

Suzy and Michael are the Founders of Adventurous Real Estate Investors. They specialize in Return on Impact. Through real estate investing they create immeasurable impacts; in their family, with their friends, in their community, with the families (residents) they serve, in the spaces where they want to be generous.... everywhere and anywhere!

For today’s episode we will cover:

[00:00 - 4:01] Opening Segment.

Getting to know Suzy Sevier and Michael Barnhart.
How Suzy bought time.

[4:01 - 11:18] The Out-of-State real estate experience.

Suzy and Michael share how they got to the UK.
How they got the ball rolling in Real Estate.
Why you should pivot instead of panic.
How to use social media to expand your network.
Why you should know your end goal.

[11:18 - 17:50] How to manage your remote properties.

Developing your systems and processes.
Michael breaks down how they created the systems.
Finding how to start making the systems through google.
The importance of outsourcing tasks.

[17:50 - 24:14] Developing relationships and finding reliable people to work with.

How a Facebook post got them the exposure that they needed.
Testing the relationship before putting a deal.
Tell the world what you are doing.
Telling the world about your superpower.

[24:14 - 29:41] The power of a partner.

Suzy shares why listening is important.
The underrated skill set that you should work on.

[29:41 - 34:02] Underwriting and attention to detail.

Michael shares the challenges in acquisition in the last 12 months.
How to develop the skill of paying attention to details.
Building the relationships during COVID.

[34:02 - 40:30] Motivation behind the return on impact.

Being 1% better than yesterday.
The challenges of scaling your portfolio.

[40:30 - 43:06] What the future looks like.

Frank walks us through the deal flow funnel.
Frank discusses the timeframe of a deal.

[ 43:06 - 48:54] Closing segment

Why consistency is important.
Having a mentor can be cheaper than making mistakes.
How to gain time everyday.

Tweetable Quotes:

Money should be used as a tool to do good in the world. So the more people who are out there ensuring that the world is happening. Then hopefully, one day, money can be talked about and not seen as this evil [thing]. - Suzy Sevier

Education plus taking action. You have to do both, you can’t just educate and not do anything with it. They say that knowledge is power but knowledge is just potential power. - Michael Barnhart

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram&

View Details

Joining us on today's episode is **Frank Lettiere and Loren Jacobs with Arrows Capital Group, a multifamily syndication team that offers every investor greater opportunities to maximize returns while prioritizing people and positively impacting the communities we invest in.

For today’s episode we will cover:**

[00:00 - 8:07] Opening Segment.

Getting to know Frank Lattiere and Loren Jacobs.
Frank and Loren share their humble beginnings and their journey in their professional life.

[8:07 - 13:26] Importance of building a relationship with investors.

The direct correlation between relationships and success.
Impacting the lives of others.
Frank and Loren share the importance of impacting the lives of investors.

[13:26 - 18:04] The value of networking.

Surround yourself with people that push you.
Finding people that align with your philosophies.

[18:04 - 20:32] Giving back to the community through education.

Educating real estate investors in order to solidify your relationship.
Why real estate is a foreign language.

[20:32 - 25:55] The challenges in expanding an investment portfolio.

Loren shares why intentional effort is important.
How to know the right time to grab a deal.
Creating opportunities to separate from the rest of the market.

[25:55 - 29:59] Getting deals through adversity.

Frank shares how acquisition has evolved in the last 24 months.
Creating a preliminary analysis tool that ties in with the investor returns.
Developing operational efficiencies.

[29:59 - 34:24] Being in tune with the current market.

Having an efficient team.
The challenges of scaling your portfolio.

[34:24 - 40:40] Deal Flow and Cost Per Capital.

Frank walks us through the deal flow funnel.
Frank discusses the timeframe of a deal.

[40:40 - 48:24] Matching expectations with investors

What is the common problem today with today’s landscape.
Making sure that the investor knows the current market.

[48:24 - 57:37] Closing segment

How to get those green numbers in the spreadsheet.
Being dynamic will give you an upperhand.
Creative ways in structuring your deals.
How Frank and Loren further their learnings.

Tweetable Quotes:

Incredible and significant things happen when you prioritize other people, add value, help other people, and Genuinely concern yourself with their success. - Loren Jacobs

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn and Facebook
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

View Details

With us today is Keke Williams to speak about how she and her partner empower individual investors to create the financial freedom to live their dreams. Peter and Keke co-founded GlobalInvestor Alliance (GIA) to help people obtain the mindset, strategies & tools to create recurring income from recession-resilient real estate investments that have ultimately accelerated their own wealth building success. Through their US multifamily GP partnerships, they currently manage a portfolio of 1,000+ doors across 4 projects in 3 metros, valued at over $200MM.

For today’s episode we will cover:

[00:00-9:43] Opening Segment.

Getting to know Keke Williams.
Keke shares how she got started and her journey in her professional life.
Why she chose to do Multifamily.

[9:43-14:41] Wisdom comes from the experience of doing it

Keke discusses her trial and and error journey and how it helped her find her niche.
The truth about diversifying strategies
Why Multifamily is the most successful
Why having good partners and good processes makes the business better

[14:41-17:45] Why putting your eggs in one basket is the wrong idea

Why you should diversify your multifamily portfolio
The essence of having returning investors

[17:45-22:20] How to find a solid investment that can stand the test of time

Maslow’s hierarchy of needs
Why you should start investing in multifamily

[22:20-27:17] How COVID revealed the downside risks of some Investment Vehicles

Keke foresees an increase in intergenerational living after COVID
A major shift in location that could affect the market

[29:41-33:02] Being in tune with the current market.

Learning how Keke thinks about where to invest
How to know which investment strategy to do

[33:02-38:34] Three step framework on analysis

Industry level risk - understanding real estate
The business of Multifamily
Assessing the management team

[38:34-47:10] Closing Segment

Setting your priorities straight with Keke
How to further your investing
Final advice from Keke

Tweetable Quotes:

If you can find your real areas of genius, where you excel, and you feel good, and you’re satisfied and contributing in that way. That’s where you should play. Everything else you should either partner or outsource."-Keke Williams

Connect with Keke and start your journey here

**keke@globalinvestoralliance.com

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!**

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

View Details

People often ask what is the secret script to engage with investors..

In today’s episode, Cody Laughlin and Brian Alfaro take a deep dive on how to break the ice with a potential investor, aligning real estate philosophies to best fit your business, and the true value of being confident. All of these and so much more in today’s episode.

For today’s episode we will cover:

[00:00-4:56] Opening Segment.

The Secret To Making A Genuine Connection With Investors.
Brian tells the truth about “the script” on connecting with investors.

[4:56-9:42] How to break the ice.

The first question you should ask to start a conversation.
Brian shares the importance of small talk.

[9:42-14:05] Learning how to leverage time.

Putting a value on your time
Understanding that everyone is risking something.

[14:05-18:16] A deeper look at potential investors.

Their philosophy when it comes to investing.
Brian discusses what questions to ask for different types of investors.
How their personal investing philosophies match with yours.

[18:16-20:40] Why you should refer potential investors to others.

Cody shares why there is confidence in referring the investor to someone else .
Brian explains how to not get in the way of the investor.
The reason why you should keep everyone in your database.
Cody’s tip on why you should continue to build the relationship.

[20:40-26:06] Sorting out the accredited and the sophisticated in your database

Cody’s thoughts on making sure that everything is aligned in the database.
Jonathan shares how to be comfortable asking the awkward questions.
Building a rapport and being confident.

[26:06-34:50] Having confidence to drive the conversation.

The impact on being confident in speaking.
How confidently answer your investors' questions.
How to figure out the proper timing for investors.
Asking on their liquidity to make the best case deals.

[34:50-41:05] The truth about “the script”.

Continue to get granular in order to get that alignment.
How to now sound like a sales pitch.
What to do if you lack experience.
The importance of being transparent.

[41:05-45:49] Closing Segment

Cody highlights the importance of building personal relations with investors.
Brian’s quick tips to be confident.
Setting daily digestible goals.

Tweetable Quotes:

You can’t just look at it from the aspect from “how does it benefit you?” But “are you a benefit for them as an investor?” - Cody Laughlin

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

View Details

In today’s episode, we are honored to have Jonathan Barr. Jonathan Barr started his Real Estate career during the 2009 recession. He has been involved in the acquisitions of over 400 residential flips in the competitive Los Angeles market. During that time he was also involved in ground-up developments and repositioning multifamily buildings. During that 10 year period, 22 million in profits were created with an average yearly return of 38%.

For today’s episode we will cover:

[01:05-5:24] Opening Segment

Get to know Jonathan Barr
Jonathan’s background and introduction into the multifamily space

[5:24-9:18] Working with multiple strategies and systems on acquiring deals

Cody shares his opinion about wholesalers and flippers deserve a lot of respect
Jonathan shares about L.A.’s rent control and his lightbulb moment in Kansas City.

[9:18-13:42] Being a presence on top of mind with social media, brokers and even neighbors next door.

Why California is a ‘money' state, and not a ‘deal’ state.
Where their deal flow is coming from.

[13:42-16:34] Letting brokers see you as a player in your market.

Another aspect of developing relationships.
Similar skill sets that a person in health care and a person in multi family syndication have.
Letting all the brokers know you bought something.

[16:34-21:55] Jonathan’s tips and ways that give them competitive advantages.

Cody shares a tip on adding all their brokers on their newsletter.
Their long term approach.
Avoiding more value add stuff.
Having the ability to do rent bumps and other efficiencies.

[21:55-28:07] Giving back to the community as a real estate investor.

Cody’s thoughts on the value add strategy over the last decade.
Why do people want to sell sooner?
Jonathan shares one of their potential secret weapons.
How being a real estate investor can give back to the community.

[28:07-37:36] Looking at the quality over quantity when investing.

How retails and creative spaces are changing.
How they’re conditioning their database on multifamily.
How to attract a long term 7-10 year investor.
Investors should be aware and cautious and network with guys like Jonathan who focuses on quality over quantity.

[37:36-39:40] Having the experience and mindset to be prepared for a possible market crash.

Jonathan shares about his parents' experience when they got hit pretty hard during the last recession.
One way new investors should look at when they want to start investing.

[39:40-44:07] Closing Segment

What Jonathan would do for his continued education to further his investing.
Some of the last things that Jonathan learned in his journey.
Jonathan’s advice to the listeners to grow your business.

Tweetable Quotes:

"Just being active in the space and people knowing that you work in the market, sometimes they'll bring you deals that way." - Jonathan Barr

Connect with Jonathan Barr if you want to start your Real Estate journey! Just type @JB2investments on twitter, or you can visit him on his website https://www.jb2investments.com/

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and

View Details

How do you start your journey in Real Estate if you have an entirely different profession?

**In today’s episode, we are honored to have Savannah Arroyo who is also known as “The Networth Nurse”. She is a full time registered nurse in Los Angeles California and uses her skills as a leader in health care operations to manage multi family syndications as well as helps busy medical professionals create passive incomes through real estate investing.

For today’s episode we will cover:**

[00:00-4:28] Opening Segment

Get to know Savannah Arroyo
Savannah’s background in healthcare system

[4:29-8:00] What is it like working as a bedside nurse?

Savannah shares what it's like working as a nurse.

[8:01-13:42]Alternative Income Streams

Savannah’s first introduction to single family leading to multi family real estate
Risk Tolerance in real estate

[13:43-16:55] Reason why people are starting with single family real estate investing

Same return of effort of single family versus multi family investing
Similar skill sets that a person in health care and a person in multi family syndication have.

[16:57-21:08] Translating skill of a person in healthcare that they can bring into real estate

Savannah talks about The importance of being organized in relation to real estate
Communication as an important skill
Different transferable skills that a person can bring into real estate

[21:09-29:54] How Savannah Manages both world as a nurse and managing a real estate business

Prioritizing things in your life by building a routine
Brian explains how to being committed to real estate is the key to make you successful
What are the systems Savannah uses in her business to help her with routine and structure?

[29:55-37:27] How outsourcing and delegating helps you run your business

Delegating as an important role
How to manage branding and Savannah’s message to healthcare communities as a whole

[37:28-43:02] Closing Segment

Savannah’s pipeline for the rest of 2021 and what’s next for her.
Wrap up.
Connect with Rebecca, Links Below.

Tweetable Quotes:

“There is an opportunity or investment strategy for every appetite”

Connect with Savannah if you want to start your Real Estate journey! Just type thenetworthnurse on linkedIn, YouTube and Instagram or you can visit her website http://thenetworthnurse.com

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

View Details

Have you ever heard of Opportunity Zone Funds? Curious to learn more about this and how it can affect your investments? Join us in today’s episode as Cody, together with Brian and John, talks about more of this.

For today’s episode we will cover:

[01:02-02:59] Opening Segment

Cody introduces his fellow hosts for today’s episode
Diving into more opportunities that will resonate well with business owners

[3:01-8:35] Opportunities owned Funds

What led John into his interest in opportunity zone funds
What is your tax strategy?
What are opportunity zones and short term capital gains?

[8:36-10:07] Getting into real estate for the purpose of tax deferral strategy

Investing in something because you believe in it’s fundamentals and narratives and not because of tax deferral
Nuances of opportunity zones

[10:16-24:06]Opportunity Zones

Background of the start of the opportunity zone
Opportunity zones areas
Understand first the opportunity zones before implementing it
Cody gave an example for an opportunity zone
Support in local municipality
2 tax bit

[24:51-29:16]Funds that aggregate opportunities

Create your own personal fund
[28:17-30:56] How to identify different opportunities
The hardest part will be finding the opportunities and sponsors

[31:58-41:20] Expectations when investing in a 10 year commitment

IRR boost in tax benefits
Asset does not matter but location does
What happens to the fund if the project falls through?

[41:21- 49:04]Starting your own fund

Easy way to start your own fund
Identify the right person as your consultant
Know enough to ask your questions

[49:09-52:47] Recap

Overview, Benefit and things to watch out for.
Additional resources from John to learn more about the Opportunity Zone funds

Tweetable Quotes

“Just because it is easy to do doesn't mean you want to do it”

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

View Details

Are you a syndicator? Are you interested in learning how to attract capital to your investments?

For today’s episode, Cody and Brian will talk about the steps on how to raise over a million dollars for your business.

For today’s episode we will cover:

[01:06 - 04:31] Opening Segment

First time that there is no special guest on the episode
Cody walks us through the 6 step framework for raising $1million on your first raise

[03:25 - 04:25] Building and Raising capital

Cody talks about raising capital as the most important skill as syndicators
Brian talks about how attracting capital is an important skill set too

[6:49– 9:45] Attracting capital versus Raising Capital

How do you attract capital versus raising capital?

[11:16-17:32] First step in raising capital: Branding

How to build your own brand
Importance of having a strong brand
Cody talks about his experience on his first raise
Components in building a brand

[17:39-23:15] Second step in raising your capital: having a website

The importance of having an online presence
Hiring professionals Is essential in setting up a website

[24:09-32:32] Third step in raising your capital: Telling people about it by having a newsletter

What is the purpose of a newsletter?
What is a newsletter?
The best way to get started in building your own newsletter

[33:30-40:59] Fourth step in raising your capital: Having a CRM

What is a CRM and why is it important to have one?

[41:30-52:51] Fifth step in raising your capital: Social Media Presence

Why is it important to have a digital presence for your business in today’s time?
Posting in social media especially if you are new
Top of mind awareness and getting new followers in social media
Growing and strengthening your network online

[52:53-01:4:01] Sixth Step in raising your capital: Thought Leadership Platforms

Examples of different thought leadership platforms
How to use the different platforms for people to get to know your business better

Tweetable Quotes:

“Progress over perfection”

“Staying top of mind”

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

View Details

Success for any multifamily investor can be derived from three key variables: education, networking, and taking action. Couple those variables with grit and tenacity, and you will discover the secret to breaking down your own limitations.

Our special guest on today’s episode is Brian Briscoe, Co-Founder of Four Oaks Capital, a national apartment investing firm. Brian is a seasoned multifamily investor, director of The Tribe of Titans, a multifamily educational community, and host of The Diary of an Apartment Investor Podcast. As a Marine Corps veteran, Brian emphasizes the importance of learning by doing, always having one finger on the pulse of the market, and never underestimating the power of community.

In this episode, we cover:

[00:01 - 05:40] Opening Segment

Let’s get to know Brian Briscoe
Brian walks us through his journey from US Marine Corps Officer to Real Estate Investor.

[05:40 - 19:15] Starting to Invest in Apartments

Brian shares why he chose to invest in multifamily real estate over single family homes.
The benefits of having an exit plan as a veteran
How to break into the real estate industry, gain experience, and find partners
Brian breaks down the stigmas around participating in coaching and mentorship programs.

[19:15 – 30:27] Real Estate Investing Tactics

Active vs. Passive investing
Leveraging educational resources, technology, and people as catalysts for your success as a real estate investor
The best education and training you’re ever going to get is on the job.
How to navigate deals during the COVID pandemic

[30:27 - 38:34] The Economics of Real Estate in 2021 and Beyond

What does a good multifamily housing deal look like?
Real estate prices are going up and supply is down: Why does that benefit investors?
Our predictions on cap rate compression and the real estate marketplace

[38:34 – 43:14] Thinking Ahead: The Future of Multifamily Investing

Has your strategy changed or will it change soon?
How to find more value-add opportunities in multifamily in the next 5 years

[43:14 - 45:58] How to Learn More About Multifamily Investing

All about Brian’s new multifamily education platform, The Tribe of Titans.

[45:58 - 49:57] Closing Segment

Don’t miss these parting lessons from Brian!
Connect with Brian
- Links below
Final words

Tweetable Quotes:

“There’s something to say about getting yourself around other people who have the same goals.” - Brian Briscoe

“No mentorship program in the world is going to make you successful. You’ve got to be able to put in the time, put in the effort, and basically have the grit and tenacity to keep pushing forward.” - Brian Briscoe

Resources mentioned

· Connect with Brian Briscoe on LinkedIn

· Email Brian: brian@fouroakscapital.com

· Four Oaks Capital

· The Tribe of Titans

· The Diary of an Apartment Investor Podcast

· Extreme Ownership by Jocko Willink and Leif Babin

View Details

Familiar with the concept of co-living or micro housing? Curious to learn how micro housing may be the next innovative and exciting way to invest in commercial real estate?

Our special guest on today's episode is Michael T. Parks with Spire Investment Properties. Spire is comprised of a group of multi-family investment experts with the goal of helping busy professionals achieve financial security. Michael is passionate about turning passive investors into active investors and divulges his unique model for investing in micro housing, or as he likes to call it, the “hotelification of apartments.”

In this episode, we cover:

[00:01 - 03:10] Opening Segment

Let’s get to know Michael T. Parks
Michael walks us through his path to real estate investment

[03:10 - 05:38] Vacation Rentals

Michael shares what he’s learned from buying a vacation rental as an investment
Pros and cons of owning a vacation rental property

[05:38 - 21:52] Learning how to become an active investor while passively investing

How to start investing in and scaling a real estate portfolio
Tips for passive investors on becoming an active investor, Co-General Partner, or General Partner
Your biggest learning experiences come from taking action.

[21:52 - 36:50] The Microhousing Concept: The “Hotelification of Apartments”

Michael’s unique model for investing in micro housing
What is micro housing & why it’s the real estate opportunity of the future
The ideal target market and affordability of micro housing

[36:50 – 40:41] Extensive Renovations

Are there architects and construction companies that specialize in microhousing?
Michael shares the secret sauce of his general partnership and what makes high risk investments easier

[45:32 - 48:45] Closing Segment

Don’t miss these parting lessons from Michael!
Connect with Michael
- Links below

Tweetable Quotes:

“The best-laid numbers, from day one, are only as good as [how] the general partnership team makes them work.” - Michael T. Parks

Resources mentioned

· The Spire Simple Syndication System (5-part series)

· Ebook: Insider Secrets to Real Estate Investing to Live Life on Your Own Terms by Michael T. Parks

· Common Living

Email Michael@SpireInvestmentProperties.com to get in touch with Michael. Connect with him on LinkedIn and check out Spire Investments to start making a passive income through real estate investing!

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

View Details

“…It doesn't matter if you're blue-collar workforce housing or if you're a high-income earning professional. We all need the internet. We all rely on it.” – Michael Doucett

In a day in age where the value-add strategy has been over executed, multifamily owners and operators are seeking new alternative strategies to increase their overall bottom line. As a world of convenience, improving the resident experience through the use of technology may be the new alternative value add strategy.

Our special guest on today’s episode is Michael Doucett from Blueport, a managed service provider specializing in community WIFI for multifamily properties, both as the connectivity backbone for connected devices and WIFI to residents as a revenue generating amenity. Blueport has been in operation for 20 years providing WIFI service and expertise to some of the largest organizations in the country. Michael is helping multifamily owners and developers implement value-added digital solutions that provide residents with a connected living experience while increasing property income and NOI.

In this episode, we cover:

[00:01 – 06:59] Opening Segment

· Let’s get to know Michael Doucett.

· Entering the residential’s appeal for Wi-Fi usage.

[08:34 – 16:59] Accessibility of Wi-Fi

· Providing resident experience resort style.

· Community connectivity

[17:00 – 25:42] Network Troubleshooting

· Network interruptions

· Who manages the network

[25:43 – 36:19] How do we generate revenue with this service

· Retrofitting existing buildings vs new development

· More bandwidth to provide seamless service.

· Proper equipment and service

[36:20 – 47:20] Closing Segment

· Don’t miss these parting lessons from Michael.

· Connect with Michael

· Links below

· Final words

Tweetable Quotes:

“…It doesn't matter if you're blue-collar workforce housing or if you're a high-income earning professional. We all need the internet. We all rely on it.” – Michael Doucett

Connect with Michael at doucett@blueportwireless.com or LinkedIn.
Visit Blue Port to learn how Blueport is empowering users with their intuitive network design capabilities, multi-tier bandwidth options and flexible billing.

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

· Interested in investing with us? Visit Blue Oak Capital

· Cody on LinkedIn, Facebook, and Instagram

· John on LinkedIn and Facebook

· Brian on LinkedIn and Facebook

View Details

Just starting off in the commercial real estate space and facing some challenges? Here's the issue: It’s your first deal and no one trusts you yet. In this episode, you’ll know how to jump this hurdle and what comes next.

Lee Fjord is a member of the National Retail & Net Leased Properties Group at Marcus & Millichap. Lee is a Real Estate professional who has done nearly everything you can imagine in the real estate space. Lee has career transactions over $30 Million and has represented Private Clients, Tenants, and Landlords in several real estate asset classes.

In this episode, we cover:

[00:01 - 09:41] Opening Segment

Let’s get to know Lee Fjord
The magic of leveraging people to get more things done - who not how

[09:42 - 23:40] Strategic Partnerships that Close Deals

From Mr. Make it Happen to Mr. Motivate Others
Navigating yourself out of ‘no money making’ tasks
Lee talks about how his partner led to incredible deals
Take your time finding the right person

[23:41 - 34:26] Law of the First Deal

Qualifying yourself to others first so you can get the calls later
Build your foundation then adjust as you go
Word from our sponsor
Opportunities after your first deal

[34:27 - 48:55] The Broker and the Investor

Lee’s advice for people who just closed their first deal
Balancing the broker and the investor
Putting the broker hat on, breaking stigmas in the field
- Actually having your best interest in mind

[48:56 - 55:09] Closing Segment

Summarizing Lee’s words
Don’t miss these parting lessons from Lee!
The Final Four
Connect with Lee
- Links below
Final words

Tweetable Quotes:

“Leveraging other people is one of my biggest things that I try to focus on: now it’s who not how.” - Lee Fjord

“I wouldn't say that after you close your first deal, make it a point to get to know as many players in the game as possible, not just brokers, but other investors… Put yourself out there first to get to know them.” - Lee Fjord

“Always ask for what you need because if you don't ask for it, you're never gonna get it and if you do ask for it, you might just be surprised and you'll get that and more.” - Lee Fjord

Resources Mentioned:

Unleash the Power Within

Reach out to Lee by emailing lee.fjord@marcusmillichap.com or call 850-797-1307. Connect with Lee on LinkedIn and Facebook. Check out https://www.marcusmillichap.com/ to learn more.

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments
Cody on LinkedIn

View Details

You need to connect with the right lenders to get the best commercial mortgage. This is exactly the mantra that Tim Milazzo and his team at StackSource believe in. With their network of over 700 lenders, they help clients raise private money from banks, private lenders, agencies, life companies, debt funds, and commercial mortgage-backed securities to fund their real estate investing.

In this episode, we cover:

[00:01 - 04:23] Opening Segment

Let’s get to know Tim Milazzo
Tim walks us through his path to real estate

[04:24 - 09:34] Technology in Real Estate

Tim shares his vision about commercial financing in real estate
Incorporating automation in real estate
Tim gives a sneak peek about StackSource’s business model

[09:35 - 19:03] Commercial Lending

The next best way to boost your returns after knowing what to do with your assets
Streamlining StackSource’s 700+ lenders
You don’t necessarily need StackSource according to Tim

[19:04 - 29:10] Multifamily Properties

StackSource is an overnight success and here’s why
How to avoid suboptimal financing
Why Tim and his team love multifamily assets

[29:11 - 35:00] Yield Spread Premium

Are you planning to borrow money from StackSource’s lender network?
Tim shares a dirty little industry secret about multifamily lending
He breaks down the “yield spread premium” and why you should understand it

[35:01 - 40:22] Business Lending

Tim talks about business lending
What’s next for Tim and StackSource?
How to understand your industry better

[40:23 - 43:16] Closing Segment

Don’t miss these parting lessons from Tim!
Connect with Tim
- Links below
Final words

Tweetable Quotes:

“Credibility is something that you wanna protect at all costs.” - Tim Milazzo

“The right butts in the right seats: Knowing what you’re good and bad at is the beginning...If you don’t know what you’re bad at, you don’t know who you need to put in a seat.” - Tim Milazzo

Resources mentioned

Jake & Gino
Neal Bawa
Rod Khleif

Email Tim@StackSource.com to get in touch with Paul. Connect with him on LinkedIn, Facebook, and Twitter. Check out StackSource and bring modern technology to your real estate investing journey!

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments

Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

View Details

What were you doing when you were in your teenage years?

Jack Rosenthal founded his own investor club at 14 years old, published the bestselling book, “Teen Investing” at 17, and now at 18 manages his own investment portfolio. He joins us today to talk about his inspiring story and share some practical tips to invest as a teenager, including a step-by-step process to raise your first $5,000. Jack is also committed right now to bring financial literacy and entrepreneurship to young adults.

In this episode, we cover:

[00:01 - 05:39] Opening Segment

Let’s get to know Jack Rosenthal
How he turned into a real estate entrepreneur at 18 years old

[05:40 - 15:26] Jack’s Entrepreneurial Beginnings

How he built his own investors club at 14 years old
His first business at 6 years old
Jack talks about the first asset classes they invested in

[15:27 - 25:59] Jack’s Investor Tips for Young Adults

What’s next for Jack?
Jack talks about the impacts of COVID-19 on his life and career
Jack’s message for young adults
- Focus on raising your first $5,000 and here’s how

[26:00 - 34:30] How to Build Your Investor Mindset

How to build your investor mindset at a young age
Find a sponsor for your investment
The role of his parents in his upbringing

[34:31 - 42:45] Closing Segment

Don’t miss these parting lessons from Jack!
Connect with Jack
- Links below
Final words

Tweetable Quotes:

“The first thing you need to concentrate on doing is banking your first 5 grand.” - Jack Rosenthal

“YouTube is a great resource if you know how to use it properly in order to learn about money and investing and entrepreneurship as a kid.” - Jack Rosenthal

“Definitely, stick to your gut.” - Jack Rosenthal

Resources mentioned

Cool Paper Planes
Jack’s book: Teen Investing
Book: The Intelligent Investor
Shopify

Email jackros224@gmail.com to get in touch with Jack. Connect with him on LinkedIn and Instagram or check out Young Investors Club and join their mission in expanding financial literacy to young adults!

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments
Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook
Brian on LinkedIn and Facebook

The Intelligent Investor Rev Ed.: The Definitive Book on Value Investing

Teen Investing: The Ultimate Guide to Teenage Investing

View Details

We’re often told to swing for the fences whenever we are making a major decision, regardless if it’s in our life or business. However, there are also times when we should not even think about it unless we want to create the common mistake that entrepreneurs commit.

Here to give us practical advice on real estate investing is Paul Moore, Founder and Managing Partner at Wellings Capital. Paul successfully jumped from corporate America into the real estate space and has helped investors to acquire more than 17,000 self-storage, manufactured housing, and multifamily units all over the country, the value of which totaling over $500 million.

In this episode, we cover:

[00:01 - 06:59] Opening Segment

Let’s get to know Paul Moore
Paul’s path from corporate America to real estate investing

[07:00 - 17:59] A Common Mistake of Entrepreneurs

Listen to Paul’s investing approach

Not swinging for the fences
A common mistake among entrepreneurs
Navigating the ups and downs of real estate investing

[18:00 - 27:29] Expanding Your Asset Classes

Don’t miss this story from Paul on how he paid his debts

Paul talks about Debt Service Coverage Ratio
Why Wellings Capital expanded outside multifamily

[27:30 - 37:18] Investing in Self-Storage and Mobile Home Parks

Why invest in the self-storage space
Paul gives us a sneak peek about his book
- Link below
Don’t miss Paul’s outlook for the self-storage and mobile home parks
- Should you invest in these properties now?

[37:19 - 49:13] The Strategy That Always Works in Real Estate

Switching from syndication to fund structures
The strategy that always works in real estate partnerships
Paul talks about the beauty of podcasting

[49:14 - 52:16] Closing Segment

Don’t miss these parting lessons from Paul!
Connect with Paul
- Links below
Final words

Tweetable Quotes:

“...in self-storage, there’s a demographic that says that the average person in America uses seven or eight square feet of self-storage.” - Paul Moore

“I think it’s easier to avoid failure than to replicate success.” - Paul Moore

Email paul@wellingscapital.com to get in touch with Paul. Connect with him on LinkedIn, Facebook and Twitter. Check out Wellings Capital and learn how to protect and grow your wealth with passive investing from real estate.

Listen to his podcast, How to Lose Money
Paul’s book: The Perfect Investment
Watch out for his upcoming book on self-storage!

SUBSCRIBE & LEAVE A 5-START REVIEW as we create a lifetime of wealth and financial freedom through multifamily investing!

Invest with us! Check out Blue Oak Investments
Cody on LinkedIn, Facebook, and Instagram
John on LinkedIn and Facebook

Brian on LinkedIn and Facebook

The Perfect Investment: Create Enduring Wealth from the Historic Shift to Multifamily Housing

View Details

“Don’t tell me where your priorities are. Show me where you spend your money and I’ll tell you what they are.” James W. Frick

It’s no secret that there is a massive transfer of wealth occurring right before us. The disparity between rich and poor grows wider each passing year. One could argue that this in part due to the underserved education related to financial literacy in today’s American culture

Our guest on today’s episode is Chris Miles, a Money Mentor, Cash Flow Expert, and Anti-Financial Advisor who teaches entrepreneurs and professionals how to get their money working for them today. He’s also the host of The Chris Miles Money Show and Founder of Money Ripples, a company that helps people quickly create wealth by increasing monthly cash flow. Chris’ passion is to help educate the masses on how to take control of your finances and achieve their own financial Independence. Chris has personally helped his clients save over $200 million from learning fundamental financial literacy principals. Chris believes that every dollar should have a job that ultimately works for you.

In this episode, we cover:

Becoming financially independent-twice

Why every dollar should have a job

Eliminating the destructive expenses from your personal and business finances

Amplifying your money to serve others

Getting your money out of financial prison

Managing your personal finances like a business

Chris addresses each of these informative topics and so much more in this knowledge-packed episode! Tune in to learn how you can pave your own way to abundance and financial freedom.

**Final four questions:

What do you like to do for your continued education to further your investing?**

Chris: “Some of the best education you can get is just by being around many different people from different backgrounds and learning from them. Also, podcasts can be your own way to mastermind from home. Get different perspectives on the same angle or problem.”

What are some lasting lessons you’ve learned along your journey?

Chris: “It all comes down to what your profit is each month. How much do you have leftover, in business and in your personal life? That difference is where freedom lies because that gives you options in life. Don’t bank on appreciation and the ‘sexy’ parts of investment. Oftentimes, success lies in the boring parts. Focus on your cash flow and your profit. That’s the best thing to do.”

What advice do you have for listeners to help them grow their business?

Chris: “There’s a great book I read called The Pumpkin Plan by Mike Michalowicz that talks about how record-breaking pumpkin growers grow the biggest pumpkins. Growing your money or your business works the same way. How can you chop off all the distractions and the things that don’t make you a lot of money, so that you can go for the best ROI possible? What actually makes you happy? That’s where you’ll make more money in less time and with less work.”

How can the listeners learn more about you and connect with you?

Chris: “Listen to the podcast or visit Money Ripples.”

Resources mentioned:

Money Ripples

The Chris Miles Money Show

Who Took My Money? by Robert Kiyosaki

The Pumpkin Plan by Mike Michalowicz

QuickBooks

Xero

Mint

View Details

The value add strategy has become one of the most sought after investment strategies in the commercial real estate space. Problem is, many assets have been traded hands so many times over the past decade that the value add strategy has been over utilized, making it difficult to find untapped value add potential.

Our guest on today’s episode is Jim Monk, President of Clozzits, the leading manufacturer and installer of closet systems for the multifamily industry. Clozzits has developed a program to increase rents 3-5% while improving Net Operating Income and asset value without multifamily owners spending much capital. Jim’s goal is to differentiate beyond the normal amenities and tap into new areas of construction development, renovation, and property management. Jim breaks down why closet renovation is a powerful value-add technique for multifamily properties, how different demographics benefit from closet renovations, and the potential return on investment (ROI) you could receive from working with Clozzits. Jim also shares what he’s learned from being a real estate investor, the benefits of Clozzits’ loan program and lease program, and his innovative vision for the future of closet renovation.

In this episode, we cover:

The inspiration behind Clozzits

Scaling Clozzits to the masses

Increasing rents by 3-5% with Clozzit inserts

Capacity limitations with Clozzit inserts

Proof of concept and implementation

Jim addresses each of these intriguing questions and so much more in this information-packed episode! Tune in to hear his expert advice on boosting your revenue and asset value with this untapped amenity!

Resources mentioned:

Clozzits

Katerra

Connect with Jim on LinkedIn

View Details

“Growth for the sake of growth is the ideology of the cancer cell.” Edward Abbey

As commercial real estate investors, success is often equated to unit count or transactional volume. Although these variables are important measures of growth, rapid acceleration of that growth can lead to building a business on an unstable foundation.

Our guest on today’s episode is Michael “Mike” Morawski, a 30 plus year real estate investment veteran who has controlled over $285 million in real estate transactions and syndications. He’s also an entrepreneur, author, real estate trainer, public speaker, and a personal coach for investors. Mike found rapid success from taking massive action early in his career however discovered the pitfalls of scaling a business too quickly during the financial crisis of the late 2000’s. It was those pitfalls that cost him his fortune, his time, and most importantly, his family.

Mike has always believed that transparency and honesty are central to any successful business and personal life. As a result of the 2008 world economic crisis, Mike let his guard down and let his transparency slip. The impact that had on his company and its real estate holdings left him scrambling to protect the company and its investors.

In this episode, we cover:

Navigating several decades of real estate investing

The mistakes that can be made from scaling a business too quickly

Ethical decision making

Pulling yourself up from the lowest point in your business and in life

The importance of having and exit strategy

Mike addresses each of these sensitive topics and so much more in this chilling episode! Tune in today to learn the importance of patience, transparency, and ethics in real estate investment!

The Final Four:

1. What do you do for your continued education to further your investing?

Mike: “I love podcasts because I learn a lot from the interviews. I also love to read. I’ve read 1500 books in the last 20 years.”

2. What have been the lasting lessons you've learned along your journey?

Mike: “Think things through. Don’t grow too fast. Keep your eye on the ball. I should have listened to the people around me. Other people see things that we don’t see. You have to pay attention to the things going on around you.”

3. What advice would you give to the listeners to help them grow their businesses?

Mike: “Continue to get educated and get a coach and/or a mentor. Coaching is priceless. Spend the money and get insight from somebody else. It’s not just about the coaching, it’s about the accountability and the execution that happens as a result from you having skin in the game.”

4. How can the listeners learn more about and connect with you?

Mike: “You can connect with me on Instagram, Facebook, and LinkedIn. I love to talk to people and have a conversation and see how I can bring value to your world! You can also email me at mike@mycoreintentions.com.”

Resources mentioned:

Inland Real Estate Group

Exit Plan by Mike Morawski

Journal of Business Ethics: Multi-Family Ventures, LLC and the 2008 Financial Crisis: Ethical Decisions Regarding Keeping the Board Informed

View Details

“Make yourself valuable to valuable people.”

Commercial real estate investing is a relationship driven business. Those who are successful in this space know and understand the value of building strong, trusting relationships and how to establish credibility with those around them.

Our guest on today’s episode is Bronson Hill, Founder and CEO of Bronson Equity and multifamily real estate investor with over 15 years of experience, helping people discover their purpose and financial freedom through multifamily real estate investment. He is a general partner in over $60M worth of real estate, has personally raised over $15M in equity for real estate investment, and is the author of The Single Best Investment Strategy During and After a Pandemic. Bronson has spent much of his investing career speaking with over 1000 investors individually which has helped him understand how to be someone of value to other investors. It is that understanding of investors’ needs that has allowed Bronson to build trust and credibility amongst his investors and partners.

In this episode, we cover:

Understanding Investor Needs and Goals

Leveraging thought leadership platforms to build relationships with investors

Creating a sense of urgency or scarcity to establish credibility

Make yourself valuable to valuable people

Investing in your own education

Bronson addresses each of these informative topics and so much more in this knowledge-packed episode! Tune in today to learn how you can establish your credibility and build solid relationships with your investor database.

The Final Four:

1. What do you do for your continued education to further your investing?

Bronson: “I love reading books and doing all kinds of personal development. Right now, I’m reading The Slight Edge by Jeff Olson, which talks about the little things we do every day, the habits we form, and how they can work for or against us.”

2. What have been the lasting lessons you've learned along your journey?

Bronson: “Your willingness to go after your dreams and to fail is in correlation to how successful you’re going to be. So many are afraid of failure and rejection, but you must have the desire to put in the effort to succeed. If you commit to the process, it really doesn’t matter how long it takes.”

3. What advice would you give to the listeners to help them grow their businesses?

Bronson: “Go to people who are a few steps ahead of you and ask them what the biggest challenges are in their business. Listen carefully and consider offering them help. Real estate syndication is a team sport. Increasing your net worth depends on how you treat your network. Make yourself of value.”

4. How can the listeners learn more about and connect with you?

Bronson: “Visit our website and get on our Investor Deals List! If you have questions, feel free to email me at Bronson@bronsonequity.com.”

Resources mentioned:

Bronson Equity

Rich Dad Poor Dad by Robert Kiyosaki

MailChimp

The Hidden Secrets of Money

Bronson Hill on YouTube

View Details

In today’s world of convenience, technology has accelerated our demand for immediate gratification. Efficiency is key in this fast-paced culture, especially as business operators. Leveraging technologies, as a real investor, can definitely improve your customer or resident experience, improve your employee’s efficiency, and even reduce some of your operating expenses.

Our guest on today’s episode is Kent Ritter, an entrepreneur, multifamily real estate investor, and Managing Director at Birge & Held Asset Management, a multifamily private equity firm with over $1.4 billion in assets under management. He also serves as a thought leader and educator through his podcast, Ritter on Real Estate. Through his experience at Birge & Held, Kent believes in maximizing your efficiency as operators to improve the resident experience and management operations by utilizing PropTech. Allowing the management team to focus on building communities rather than focusing on cumbersome tasks through the use of these technologies is what sets his operations apart.

In this episode, we cover:

Gaining access and building relationships through passive investing

Economies of scale from the enterprise level vs the property level

Maximizing the best use of your time using Prop Tech

How Prop Tech improves the resident experience

Strategies to implement when utilizing Prop Tech

Kent addresses each of these pressing topics and so much more in this knowledge-packed episode! Tune in today to learn how Prop Tech can make you a better business operator!

The Final Four:

1. What do you do for your continued education to further your investing?

Kent: “I devour podcasts and every book out there. My education has shifted from the blocking and tackling of multifamily, understanding the basics, to learning about the macro level of multifamily, meaning the economics, market behaviors, and forecasting. My education is expanding but my focus changes over time.”

2. What have been the lasting lessons you've learned along your journey?

Kent: “Communication is key. Improve through iteration. Don’t strive to be perfect right off the bat. Be vulnerable enough to put yourself out there, flaws and all. I’ve had so many firsts in the last year, which means I’m not doing everything perfectly. Interviewing guests through my podcast is also a very valuable resource for learning.”

3. What advice would you give to the listeners to help them grow their businesses?

Kent: “Networking constantly is so important. Your network can never be big enough. Getting a mentor and developing that relationship is a life-changing experience. You never know that one connection that will change your life.”

4. How can the listeners learn more about and connect with you?

Kent: “Visit my website, connect with me on LinkedIn, follow me on Instagram, and listen to my podcast!”

Resources mentioned:

KentRitter.com

Ritter on Real Estate Podcast

Forbes: How Proptech Is Changing Multifamily For The Better

Tour24

Never Split the Difference by Chris Voss

View Details

“Information is not knowledge. The only source of knowledge is experience. You need experience to gain wisdom.” Albert Einstein

Our special guest on today’s episode is Mark Hamilton, Co-founder of Hamilton Zanze. With over 3 decades of experience, Mark scaled a massive portfolio of over 22,000 units under management after starting with just a duplex and some sweat equity. Mark attributes his success and large scale business to a few simple principles: don’t be afraid to get your hands dirty, get up every day and put in the work, and work with people you enjoy working with. It is these principles that have helped Mark navigate over 35 years of economic cycles, downturns, highs and lows, successes and defeats. There is no magic formula to success and no substitute for hard work.

Mark is a veteran real estate investing expert and Co-Founder of Hamilton Zanze, a real estate investment firm with a portfolio of over $4.3 BILLION that specializes in multifamily investments. The company is one of the nation's largest privately held multi-family syndication companies with over 22,000 apartment units under management. Mark has really positioned himself as the expert who has seen ins and outs of multi-family investing. One of the things Mark is really passionate about and expert in is the 1031 Exchange tax program.

In this episode, we cover:

Everyone starts from 0

How has the real estate syndication model changed over the decades

Living through several major economic downturns

Partnering with Institutional JV Partners

Leveraging 1031 exchanges and Delaware Statutory Trusts to scale

Be your own worst enemy when it comes to your underwriting

The Real Estate will tell you the truth

Mark addresses each of these informative topics and so much more in this knowledge-packed episode! As long as you meet the market, take good care of your real estate, and love what you do, you’re going to be able to hang in there. Tune in today to learn how you can scale a massive portfolio with a little bit of sweat equity.

The Final Four:

1. What do you do for your continued education to further your investing?

Mark: “I keep up on my real estate continuing education and contribute to our White Papers. I learn from all the smart people in my office who share their unique perspectives. Most of my continued education comes from being in it waist deep every day.”

2. What have been the lasting lessons you've learned along your journey?

Mark: “You just need to show up each day, do the work, shut it down, and go back and do it again. Don’t get too in your head about it. You can’t be afraid of doing the hard work. You must be ruthless in your underwriting and your due diligence. Embrace the challenges and don’t be in too much of a hurry.”

3. What advice would you give to the listeners to help them grow their businesses?

Mark: “Look for people to have great conversations with, look for people to work with who can take you to see real estate, and look to form relationships.”

4. How can the listeners learn more about and connect with you?

Mark: “Visit our website or email me at mark@hamiltonzanze.com.”

Resources mentioned:

5 Reasons to Invest in Multifamily

CliftonLarsonAllen

10 Tax Advantages of Real Estate Investments

10 Reasons to Preserve 1031 Like-Kind Exchanges

View Details

As real estate entrepreneurs, we have all heard of utilizing private money lending to help close your next transaction. Problem is most investors don’t quite understand how to partner with a private money lender or what can a private money lender really offer.

Our guest on today’s episode is Alex Breshears, Founder of Infinite Roads Investments. Alex is a military spouse, private money lender, passive investor, Reg A fund manager, multifamily underwriter and educator who found her niche as a private money lender when trying to determine an investment strategy that suited her busy and very mobile lifestyle.

Alex started a Facebook group called Private Lending Lessons which offers weekly educational lessons, daily posts for discussion, and opportunities to network with other investors about private lending, and various projects that may need funding. She also works with the team at Mission First Capital, a Regulation A fund that helps active duty and veteran service members invest in real estate to improve their long-term wealth. At Mission First Capital, she works in organizational management, investor relations and underwriting for property acquisitions for asset purchases. Alex is also passionate about financial education and independence for female investors She is currently a chemistry professor, teaching for a four-year school online and leading biweekly educational series about real estate investing in her Facebook group. She is a limited partner for 16 units in Newport News, VA in addition to owning and cohosting short term rentals.

In this episode, we cover:

What should every private money lender should know before investing

How to protect yourself as a private money lender

Where do private money lenders participate in the commercial real estate space

Why every passive investor should understand the debt structure of a deal

Why execution and performance matter more than number of doors

Creating and managing a Reg A Fund

Alex addresses each of these informative topics and so much more in this information-packed episode! Tune in today to learn how you can partner with private money lenders on your next investment opportunity!

The Final Four:

1. What do you do for your continued education to further your investing?

Alex: “Talking to people and getting their experiences! We all have a unique story. I love podcasts but there’s something to be said to having direct interactions with people.”

2. What have been the lasting lessons you've learned along your journey?

Alex: “Make sure you set yourself up for your own lifestyle design. I invest passively so that I can live actively. I’m committed to the lifestyle that I want to live.”

3. What advice would you give to the listeners to help them grow their businesses?

Alex: “Focus in on what you want to do and who you want to help. If you can dial in on those answers, that will dictate your career’s direction.”

4. How can they listeners learn more about and connect with you?

Alex: “I’m posting every day in Private Lending Lessons and I’m also in LinkedIn. You can find me on Facebook through the group. You can also receive a private lending starter pack through Infinite Roads Investments.”

Resources mentioned:

Mission First Capital

Infinite Roads Investments

Private Lending Lessons

View Details

Ohh the difference one year can make!!

That’s right! This week marks the official one-year anniversary of the show’s launch back in April of 2020 and we couldn’t be more excited to celebrate by bringing back our very first podcast guest from Episode #1!

Our guest on today’s episode is Gary Lipsky, the CEO and Co-Founder of APT Capital Group. 2020 proved to be quite the exciting year for the APT team as they sought to add more assets to their investment portfolio, hosted the widely popular Asset Management Summit during the summer, launched a new podcast, wrote a book, and curated an educational course focused on improving asset management skills! With over a combined 50 years of operational management, the APT team feels that asset management education is underserved and seek to fill that void bringing tremendous value add resources to help you become a better operator and business owner.

APT Capital Group seeks opportunities to improve inefficient operations, re-brand, renovate and enhance the resident experience which drives up net operating income and value, to build wealth for you. APT minimizes risk by sourcing opportunities in markets with strong fundamentals and in gentrifying and improving neighborhoods. They strive to improve communities not just for our bottom line but for the residents in which they serve.

In this episode, we cover:

Impact of COVID on business operations

The impact of COVID on Phoenix and Tucson specifically

Asset Management Mastery and the Asset Management Summit

Being both a buyer and seller in today’s market

Trading assets on market vs. off market

Gary addresses each of these pressing topics and so much more in this information-packed episode! Tune in today to gain expert advice on improving your skills as an asset manager!

The Final Four:

1. What do you do for your continued education to further your investing?

I listen to podcasts and attend conferences, but also newbies have information that I should be looking at in a different way than I have before. You never know where information and learning is going to come from, so it’s important to always be open to that.

2. What have been the lasting lessons you've learned along your journey?

It’s a team sport, so constantly network, track who you’re talking to, what their specialty is, and what markets they’re in because you never know when you might find something that I need others’ insight on. Keep building on your database.

3. What advice would you give to the listeners to help them grow their businesses?

Don’t be afraid to ask questions and network. Go to meetups and be fearless in introducing yourself. This is a very giving industry and if you ask for advice, most people will give you anything you need to know. People have helped me along the way and I always try to help them as well.

4. How can they listeners learn more about and connect with you?

Get on our email list at APT Capital Group and connect with me on Facebook, Instagram, and LinkedIn. I’m always available to connect and talk real estate.

Resources mentioned:

Listen to the FIRST episode with Gary Lipsky

APT Capital Group

Attend the Virtual Asset Management Summit

Asset Management Mastery

Passive Income Through Multifamily Real Estate Podcast & Asset Management Mastery Podcast

View Details

Market cycles across the residential and commercial real estate spaces typically coincide. The level of investor aggression is at all-time highs in search for both residential and commercial assets putting upward pressure on valuations which in turn equates to a reduction in yields. For commercial investors, considering the return on effort and return on investment could lead one to consider alternative investment strategies.

Our guest on today’s episode is Eric Martel, a real estate investor, entrepreneur, author, and Founder of MartelTurnkey, a real estate investment company. Eric purchased his first apartment building at the age of 18, while he was in college studying to be an actuary. After pursuing many entrepreneurial endeavors, he returned to his passion for real estate investing. Now having navigated through multiple real estate cycles, Eric believes in assessing ROI across various asset types, being able to pivot depending on the market demands, and remaining flexible in your strategies. For Eric, residential turnkey is an ideal investment vertical in this very tough, competitive market cycle.

Eric believes financial freedom should be everyone’s #1 goal because it is inevitable and the best way to achieve that goal is through rental properties that generate passive income.

In this episode, we cover:

Lessons learned through navigating multiple real estate cycles

Fundamentals of starting a successful real estate business

Diversifying a portfolio to include multiple investment strategies

Why consider residential turnkey in today’s market cycle

The variance between return metrics of residential vs. multifamily assets in today’s market cycle

Eric addresses each of these pressing topics and so much more in this knowledge-packed episode! Being open to various investment strategies can yield great opportunities for income and growth. Tune in today to see if employing Eric’s strategies work for you!

The Final Four:

1. What do you do for your continued education to further your investing?

Eric: “I read a lot, reading is key. These days, I read a lot about the economy because we’re in a particularly tricky situation right now. One book that I think is very important is The Changing World Order by Ray Dalio. He talks about where we are in the economy today has happened in one way or another throughout history. He explains the key drivers and impacts of the economy.”

2. What have been the lasting lessons you've learned along your journey?

Eric: “Focus is important. Focus on your goal, the strategy that works best for you, and your available resources. Then, keep going with that. It’s important to work on refining your strategy. If you make a little bit of money, you’re on the right track. The question is then how do you tweak your strategy to make more money and reach your potential?”

3. What advice would you give to the listeners to help them grow their businesses?

Eric: “Build the right team. It’s all about the people and the network. People in real estate are always sharing experience and information with each other, so tap into that. If you have questions, just reach out and ask people.”

4. How can they listeners learn more about and connect with you?

Eric:

Visit my website

Connect with me on Facebook

Follow me on Instagram

Resources mentioned:

MartelTurnkey

Tenant Turner

Get a FREE copy of Stop Trading Your Time for Money by Eric Martel

View Details

Given the level of aggression in the multifamily space in this current market cycle, one may be inclined to start expanding their investment thesis to include alternative asset classes. As the search for the best risk adjusted returns becomes harder and harder, these alternative asset classes could be the answer to finding that next investment opportunity.

Our guest on today’s episode is Neil Wahlgren, military veteran and Chief Operating Officer of MAG Capital Partners, with over two decades of experience in leadership and operations in capital markets. Neil found his investment niche targeting single tenant NNN Industrial lease opportunities. Neil’s basis for identifying this asset type as his preferred investment vehicle was founded on its predictable, long term cash flow model, reduced expense liability, and credit worthiness of the tenant. When it relates to true passive income, NNN leases are simply the most passive form of commercial real estate investing.

Prior to MAG Capital Partners, Mr. Wahlgren led a Bay Area real estate investment firm, raising capital for over $200M in projects. Before that, Mr. Wahlgren piloted the C-130 in both the Air Force and Navy, logging over 2500 flight hours with combat tours to both Iraq and Afghanistan and concluding his military career as a Lieutenant Commander. Mr. Wahlgren resides in San Francisco with his fiancé and son and enjoys flying & sailing. Mr. Wahlgren holds a BS from the Air Force Academy, an MBA from Texas A&M and an MS from Troy University.

In this episode, we cover:

What is the core principle of the single tenant NNN lease space.

What is the difference in the tenant profile vs residential tenants.

What is the typical business strategy when acquiring and managing a NNN lease space.

How do we buy NNN lease assets.

The impact of tenant credit worthiness vs asset location.

Debt financing available for acquiring NNN assets.

Neil addresses each of these informative topics and so much more in this knowledge-packed episode! Tune in today to see if this alternative asset type may be the right fit for your investing thesis!

The Final Four:

What do you do for your continued education to further your investing?

Neil: “I’m in CCIM, ultimately a Master’s degree level of underwriting. It’s a bit painful but it’s the nuts and bolts of the operational and fundamental knowledge in the field.”

What have been the lasting lessons you've learned along your journey?

Neil: “Specific to real estate, one of the biggest things I’ve learned as an investor and on the GP side is understanding the unknowns of what’s required for your investment to be a success. A lot of people chase returns and projections too much. Invest with operators that look for the unknowns, identify the pitfalls, and have done some operational risk management.”

What advice would you give to the listeners to help them grow their businesses?

Neil: “Keep learning and building your network. When you’re looking to place investment capital, use your network to recommend operators in the field that you’re looking in. Find people you trust and that have invested in the space that you’re considering and ask them for their top three operators they’ve worked with."

How can they listeners learn more about and connect with you?

Neil: “We have some resources on our website, or you can email me at neil@magcp.com."

Resources mentioned:

MAG Capital Partners

Rich Dad Poor Dad by Robert T. Kiyosaki

View Details

“Break the financial chains”

As real estate entrepreneurs, we have an obligation to share financial literacy. The generational concept of putting your money “under the mattress” so to speak does not apply to the rules of today’s economics and currency. Unfortunately, these lessons are not taught to our youth and possibly, intent fully so. So how do we get out of the “Rat Race?”

Our guest on today’s episode is Damion Lupo, a best-selling author of several books on personal finance, investment, and retirement strategies. Damion is the host of The Financial Underdogs Podcast, has started 50+ companies, and developed the ultimate investor retirement tool called the EQRP with a strategy that gives individuals total control of their retirement money to invest in real assets like real estate, gold, and cryptocurrencies.

Damion shares his journey of entrepreneurship and investment, detailing the most powerful lessons he’s learned about business, personal finance, and the harmful effects of government policy. He shares his bold, candid thoughts on the reality of financial bondage, hyperinflation, and trustworthy investments in the US, along with how his EQRP strategy has the potential to save lives.

In this episode, we cover:

Losing a $20M fortune during the financial crash of 2008

Breaking from the financial bondage

The lack of fundamentals in today’s investing cycle

Alternative assets suchs as real estate, gold, and cryptocurrencies

Taking control of your retirement assets with EQRP

What is EQRP and how does it differ from SDIRA

Damion addresses each of these pressing topics and so much more in this knowledge-packed episode!

There is immense value in being patient and detaching yourself from your emotional relationship with money. Tune in today to learn how you can break the financial bondage!

The Final Four:

What do you do for your continued education to further your investing?

Damion: “Truly, just going out into the wild and getting the living shit kicked out of me! I write books based on my experiences and that’s how I learn. Business is a personal development program wrapped up with a really ugly bow. It’s painful and it hurts and that’s how I keep learning. There’s no better way to learn than facing problems. You want to learn? You want to grow? Go start a business!”

What have been the lasting lessons you've learned along your journey?

Damion: “I am my own worst enemy. Ryan Holiday talks about the ego as the enemy and so you have to write rules to keep your ego in check. Have rules for your business and rules that limit where you invest, how you invest, etc.”

What advice would you give to the listeners to help them grow their businesses?

Damion: “There are two things that you should have that most people don’t have… a bookkeeper that gives you a snapshot of your books every day, what’s relevant and what’s trending, as well as a bold mentor that will tell you like it is. Make sure you’re hiring people at the level you’re heading towards, not at the level that you’re at. Expand in your thinking and invest in your future.”

How can they listeners learn more about and connect with you?

Damion:

Check out Financial Underdogs Podcast

EQRP

Get a copy of Damion’s book

Resources mentioned:

Articles written by Jim Rickards

Flash Boys by Michael Lewis

Ranked #27 on Feedspot's Top 70 Multifamily Real Estate Podcasts

View Details

How are we not in the gutter right now??

Tens of millions in unemployment claims, thousands of businesses closed (many for good), trillions of dollars from quantitative easing printed at the push of a button, a global recession…the next decade must be shaping up to be a disaster, right??

Returning as our special guest on today’s episode, the “Mad Scientist” himself, Neal Bawa, joins us to share some statistics related to the overall economic recovery that you may find shocking. If you tuned into episode #38, you may recall that Neal’s forecast for the multifamily space was not so bright with a possible looming price correction on the horizon. As we all know, the price correction never came. In fact, the opposite has happened. Aggressive market pricing fueled by trillions of dollars in liquidity sitting idle and historically low interest rates has yielded continued asset market value inflation. But why?...

In this episode, we cover:

Surprising behaviors that lead to increased consumer savings.

Trillions of dollars of additional income forced into the economy

The GDP forecast

How multifamily performed as an asset type despite the massive unemployment claims

Cap Rate trends and forecast

Is now still a good time to buy multifamily assets

Neal addresses each of these important topics and so much more in this data-packed episode! Neal believes the worst is past us… but how about you? Tune in today to see for yourself.

Resources mentioned:

Stay in touch with MultifamilyU to learn more about special events you can participate in!

Grocapitus

MultifamilyU YouTube Channel

Yardi Matrix Real Estate Reports

View Details

“Fundamentals are leaving the market..”

With the turn of the new year and a sense of renewed confidence leading into 2021 in the wake of the COVID impact, investment demand for tangible assets like commercial real estate appears to be at an all-time high. This demand has been prefaced by a decade long bull market for multifamily real estate and as a result, the level of competition has become steepened. The high demand and steep competition, however, is steering investors towards deviating from sound real estate investing principles.

Returning back to the show today is our special guest Bill Ham, real estate entrepreneur and Chief Operating Officer at Broadwell Property Group. Bill has 15 years of experience in real estate with a proven track record of identifying, acquiring, operating, and divesting of large footprint multifamily housing. When we last spoke with Bill in May of 2020, Bill disclosed his market forecast in light of the COVID impact and his recommendations for navigating this economic downturn.

Fast forward almost a year later to today and we are revisiting some of those predictions and discuss what is taking place in today’s marketplace. Bill’s understanding of rudimentary real estate investing principles serves as a message to others-Mind the fundamentals!

In this episode, we cover:

What has or hasn’t happened in 2020 vs previous predictions.

The Rent Cliff is here

The Cap Ex Tsunami is coming

Why fundamentals are leaving the real estate market

The K Shaped recovery and flight to quality assets

Having the right creative financing techniques in your tool kit to find opportunities in today’s market

Bill addresses each of these pressing questions and so much more in this knowledge-packed episode! Tune in today to hear Bill’s predictions and strategies for 2021.

The Final Four:

What do you do for your continued education to further your investing?

Bill: “I read constantly, two cups of coffee and The Wall Street Journal every morning. Then, I read Bisnow, a free real estate news publication. I’ve also been reading about negotiation techniques. Shoutout to Chris Voss and his book Never Split The Difference!"

2. What have been the lasting lessons you've learned along your journey?

Bill: “Failure is only a failure when it’s repeated. First time around, it’s just the damn learning curve, don’t worry about it. People are too concerned with screwing stuff up and failing. I’m only concerned with repeating failures. Tolerating failure is the biggest lesson I’ve learned.”

3. What advice would you give to the listeners to help them grow their businesses?

Bill: “Learn the human side of the business. Business is largely in the eye of the beholder, not the asset or the business itself. Real estate is really about personal/people skills, relationship skills, and problem-solving skills. Learn to serve, not like charity wise, but make sure your business brings value to others by solving problems.”

4. How can they listeners learn more about and connect with you?

Bill: “To connect with me, email me at Bill@gobroadwell.com or visit Broadwell Property Group's website. If you want to invest with us, there’s a form on the website you can fill out and we’ll be in touch with you shortly. My book is on Amazon, Audible, and Kindle. We also have a home study course available here.”

Resources mentioned:

Listen to Episode 14 with Bill Ham

Creative Cashby Bill Ham

Bisnow

Never Split The Difference by Chris Voss

Creative Cash: The Complete Guide to Master Lease Options and Seller Financing for Investing in Real Estate

View Details

Over the past decade the podcast platform has seen tremendous attraction as a source of reliable commentary and education for any and every topic. Recent data reflects a dramatic increase in overall downloads across all podcast hosting platforms from just a few million downloads several years ago to well over a billion downloads last year alone. Because of this, for real estate entrepreneurs, podcasting has become a significant way to build credibility and raise capital.

Our guest on today’s episode is Trevor Oldham, Founder of Podcasting You. As a young entrepreneur himself, Trevor discovered a way to help podcast guests increase their guest appearances through effective targeted marketing strategies. Trevor’s mission is to help real estate focused podcast guests enhance their ability to raise capital by becoming expert guests on the right shows. Creating and refining your story takes time and practice. It is equally important to target the right podcast shows and the right audience base. Trevor shares his tips on mistakes to avoid and how his platform can be of service to all potential real estate podcast guests.

Podcasting You was founded in 2017 and offers a variety of marketing packages to meet the individual needs of each of its clients. With proven marketing strategies, Trevor and his team can improve your marketability and visibility as a potential podcast guest to targeted podcast shows that fit your narrative. If you are interested in making a podcast circuit, then let the experts go to work for you!

In this episode, we cover:

The reasons behind podcasting having become such a popular networking and marketing medium over the past decade

Starting your own podcast vs. making guest appearances

Common mistakes podcast hosts make when starting a new podcast

Common mistakes podcast guests make when attempting to make guest appearances

How to identify the right targeted podcast show and audience to share your message

Tips to becoming an expert podcast guest

What services Podcasting You can offer a podcast guest

Trevor addresses each of these informative topics and so much more in this knowledge-packed episode! Podcasting can be a great way to build your brand, credibility, and raise capital so tune in today to learn proven strategies to becoming an expert podcast guest!

To learn more about Podcast You and connect with Trevor Oldham:

Check out Podcasting You to learn more about their services OR email Trevor at trevor@podcastingyou.com!

Resources mentioned:

Podcasting You

Audible

The Joe Rogan Experience

The Jordan Harbinger Show

Joe Fairless – Best Ever Show

Whitney Sewell – The Real Estate Syndication Show

Rod Khleif – The Lifetime Cashflow Through Real Estate Podcast

BiggerPockets Podcast

Pat Flynn – How to Start a Podcast in 2020

View Details

“Don’t treat your business accounting like your personal budget!”

When it comes to discussing all of the various roles and responsibilities of a real estate entrepreneur, one responsibility that often doesn’t get highlighted is the importance of bookkeeping and accounting. You may be interested to find that many successful real estate entrepreneurs do not have an accounting degree or studied accounting at a higher education level however understanding accounting principles and proper bookkeeping our essential to successfully operating your real estate business.

Our guest on today’s episode is Ben Day, Founder of Rex Capital Group and Owner of Lionshare Bookkeeping. Ben and his team specialize in helping real estate entrepreneurs properly manage their business accounting and finances. Understanding the implications of poor bookkeeping and accounting practices has allowed Ben to help many entrepreneurs right their ship and avoid costly mistakes. Accounting is not sexy, but is fundamental as a business owner and entrepreneur.

Since 2017, Lionshare Bookkeeping has provided outsourced bookkeeping exclusively to real estate investors. In 2020, Ben launched The Landlord CFO System to help real estate investors and entrepreneurs figure out their own finance department before committing to a bookkeeper. Ben is a certified instructor for Bookkeepers.com, Inc, a Fortune 500 company that helps aspiring entrepreneurs launch and grow their bookkeeping businesses. Ben also invests in various passive & semi-passive ventures through his company, Rex Capital Group.

In this episode, we cover:

The difference between a bookkeeper and accountant

The common mistakes real estate entrepreneurs make as it relates to bookkeeping and accounting.

When is the best time to hire a bookkeeper

How to keep asset managers, bookkeepers, and accountants aligned

How Lionshare integrates its bookkeeping services across your desired management platforms

Tune in today to hear Ben address each of these important topics and so much more in this information-packed episode!

The Final Four:

What do you do for your continued education to further your investing?

Ben: “I have a mastermind group that I meet with each month, I do weekly coaching for bookkeeping businesses, and I spend time with my mentor. On the real estate side, I have 43 clients, so I have 43 people doing different strategies across the country that I can look to for advice and insight. When you ask, people show up for you. Also, so many books.”

What have been the lasting lessons you've learned along your journey?

Ben: “There’s very much a culture in entrepreneurship right now that’s all about working as hard as you can every day, short-term sacrifice for long-term gain. That works, but if you grow 1% each day or work on growth for just 15 minutes a day, 100 days from now you’ll be miles ahead of where you originally were. Go read Atomic Habits.”

What advice would you give to the listeners to help them grow their businesses?

Ben: “Don’t be afraid of networking and making new friends, everyone expects you to be weird because it’s real estate and we’re all weird. Go full nerd with it. Also, don’t forget to build your business along with your growth. It’s so easy to get excited about something but if you forget about accounting, marketing, building relationships, or hiring high-level talent, it’s going to hurt.”

How can they listeners learn more about and connect with you?

Ben: “Stalk me on LinkedIn, Facebook, Instagram and YouTube.”

Resources mentioned:

Lionshare Bookkeeping

Landlord CFO System

Rex Capital Group

Bookkeepers.com

QuickBooks

Xero

Cozy

Stessa

TenantCloud

Traction by Gino Wickman

View Details

“The only thing that’s keeping you from getting what you want is the story you keep telling yourself.”-Tony Robbins

Are you searching for the secret formula to achieving success? Have you read every book or listened to every podcast about real estate investing and still haven’t found the answer? Look no further. The answer is much closer than you think. That’s right! Take a good look in the mirror. Your own headspace is the one variable that is the difference between achievement or disappointment.

Our guest on today’s episode is Mandy McAllister, an entrepreneur, multifamily real estate investor, mindset ninja, eternal learner, coach, and dot connector. Her passion is to help others define their path to financial freedom through syndications, coaching, and her empowering platform, Aspiring Women Achieving More. 80% of what we do as entrepreneurs is mindset driven; the other 20% is the mechanics. Focusing on the mindset is the real work!

Mandy has a master’s degree in Economics and began her professional career at the Chicago Board of trade before transitioning to Medical Device Sales. After many years of “chasing commission” she has made it her mission to secure financial freedom for her family and others through syndications and coaching individuals to realize their personal potential. Her real estate expertise includes repositioning underperforming assets to increase cashflow and value. Her portfolio is currently comprised of 205doors, primarily B-class workforce housing. Mandy has found success in college towns with student housing as well as urban centers

In this episode, we discuss:

Working efficiently via time blocking.

The importance of defining and tracking goals.

The 80-20 mindset rule.

How to feed your mindset.

Why the disparity between men and women in the commercial real estate space.

Empowering women entrepreneurs through Aspiring Women Achieving More.

Mandy addresses each of these important topics and so much more in this inspiring episode! Your biggest competition is you!

The Final Four:

What do you do for your continued education to further your investing?

Mandy: “I love full immersion events, going away to seminars and surrounding myself with people who do what I do for a few days. Those don’t really happen currently, but that’s my vacation of choice.”

What have been the lasting lessons you've learned along your journey?

Mandy: “The biggest one is managing the fear muscle that keeps a lot of people, especially women, from making moves in the real estate space. All taking a risk is, is whatever that downside is. You’re not risking death, you’re risking whatever the downside is. If you can figure out and get comfortable with the worst-case scenario, you should be moving forward. That will mitigate some fear.”

What advice would you give to the listeners to help them grow their businesses?

Mandy: “You’ve got to get started. Until you’re in it, you’re not really doing the real learning. I’m a huge proponent of walking before you run. If what’s stopping you is a dollar value that’s too scary, you can figure that out. Figure out what it’s going to take to get comfortable with the downside so you can move forward.”

How can the listeners learn more about and connect with you?

Mandy: “I’d love to connect with everybody on my website.”

Resources mentioned:

The Road Less Stupid by Keith J. Cunningham

Wrestling with Real Estate Podcast (with Barri Griffiths & Mandy McAllister)

Aspiring Women Achieving More

Gobundance

View Details

As business owners and operators, the ability to stay closest to the consumer or end user is the ultimate goal. However, being able to do so efficiently is a barrier. Having the right scalable systems allow you to stay consumer centric but also afford you the opportunity to work on your business and not in your business.

Our special guest on today’s episode is Anthony Vicino, best-selling author, investor, and entrepreneur who has built multiple successful businesses from the ground up by creating scalable systems while never losing sight of end user satisfaction. With his now vertically integrated real estate company, Anthony has not only remained true to his consumer centric philosophy by keeping his residents’ needs a priority, but his replicate-able systems allow him to continue to scale his business.

After years of managing a personal portfolio of multifamily assets spread across the country, Anthony joined forces with Dan Krueger in 2019 to launch Invictus Capital and execute their first syndication. Together, Anthony and Dan are helping busy professionals passively invest in multifamily properties based in the Twin Cities, in an environment of trust, transparency, and clarity.

In this episode, we cover:

Why the decision to vertically integrate at such an early stage in the development of his portfolio

How that decision impacts his consumer experience

What advantages does Invictus Capital have as a vertically integrated company

What are the most important tips to vertically integrate your company

How systems allow you to work on your business not in your business

Anthony addresses each of these pressing topics and so much more in this information-packed episode! The more you can efficiently systematize your repeatable processes, the more you can focus on your connection with people. Tune in to learn what else it takes to build an efficient and scalable vertically integrated company!

The Final Four:

What do you do for your continued education to further your investing?

Anthony: "I’m a really big reader so I’m reading constantly, but not just about real estate. I’m a big fan of the Charlie Munger school, which is not becoming the man with the hammer, because when you’re the man with the hammer, every problem is a nail. I read across many different disciplines and pull that information into what I’m doing currently, creating a framework around that. I also love podcasts and videos."

What have been the lasting lessons you've learned along your journey?

Anthony: "The biggest one comes from Naval Ravikant, who’s an angel investor. It’s this idea that you need to play long-term games with long-term people. I was always told to start investing early, which is good advice, but what I wasn’t hearing was that the most important investments you make are in the people around you and in yourself. If you put in the time now to build and maintain those relationships, then in ten or twenty years, you can transact or do things with those people at a faster speed."

What advice would you give to the listeners to help them grow their businesses?

Anthony: "The skill that’s always helpful is understanding accounting. Understand the raw mechanics of how a business operates, including the P&L, balance sheet, and cash flows."

How can they listeners learn more about and connect with you?

Anthony: Visit my personal website, tune in to Multifamily Investing Made Simple Podcast and find me on LinkedIn, Instagram, or Facebook.

Resources mentioned:

Invictus Capital

The Quickstart Guide to Passive Investing.

The E-Myth by Michael Gerber

Anti-fragile by Nassim Nicholas Taleb

Jake and Gino

Asana

View Details

When it comes to investor relations, credibility, trustworthiness, and likability are all essential to establishing a cemented relationship with your investors. It is these variables that are the foundation for capital raising. The ability to move potential investors from a cold relationship to committed investor is a science. So how do we become likable, credible, and trustworthy in the eyes of our investors?

Our guest on today’s episode is Dan Handford, Managing Partner at PassiveInvesting.com, a national private equity real estate investing firm. Dan has led his apartment syndication company to acquire 2680+ units with a portfolio valued over $357 Million. He is also a passive apartment investor himself in 5700+ units in 28 different syndication investments located across the Southeast US and Texas. Dan has designed his systems for investor nurturing centered around the Investor Triad-Know, Like, and Trust. It is these systems that have allowed him to raise tens of millions of dollars and keep his investors on repeat.

Dan is a serial entrepreneur having started multiple seven figure businesses in the medical industry. He is the founder of the Multifamily Investor Nation(#MFIN) where he provides free multifamily education to a nationwide group of over 31,000 members. He is the host of one of the most popular apartment investing podcasts on iTunes called “Multifamily Investor Nation” where he only interviews active multifamily investors that have closed a deal in the last 12 months.

In this episode, we cover:

What was his Dan’s incentive for investing in commercial real estate?

How did he first define his investing thesis and how did that evolve?

Flight to quality assets.

What impacts has Dan seen in the operations of his business due to covid-19?

How to develop credibility with investors.

The Investor Triad-Know, Like, and Trust.

How to nurture investors through from “knowing” you all the way to trusting you.

Dan addresses each of these valuable topics and so much more in this information-packed episode! Tune in to learn how you can develop and improve your investor relations from one of the industry’s best.

The Final Four:

What do you like to do for your continued education to further your investing?

Dan: “A lot of my continued education comes from my podcast, by interviewing active and innovative investors that have closed deals within the last 12 months. I pick everyone’s brain on how they close deals, how they structure deals, and things like that. I am also an avid reader!”

What have been some lasting lessons that you’ve learned on your journey?

Dan: "If I would have done something differently at the beginning, I would have found a lot more investors to raise more capital as I was getting started. That would’ve given me more confidence to get more deals.”

What advice would you give to the listeners to help them grow their businesses?

Dan: “Learn to delegate. Hire people that are really good at doing things that you don’t need to be doing so you can focus on the growth and the vision of the business.”

How can the listeners learn more about and get connected with you?

Dan:
Website: Visit PassiveInvesting.com. If you want to join us on one of our future properties, become a passive investor, or just follow along with us, join us on our platform or let’s set up a 1 on 1 phone call to discuss your investment goals and make sure you’re a right fit for us. You can also find me on MultifamilyInvestorNation.com and on LinkedIn.

LinkedIn:www.linkedin.com/in/dan-handford

Resources mentioned:

PassiveInvesting.com

Hunter Thompson – 5 million in 30 days

Multifamily Investor Nation Summit

MFINPodcast.com

View Details

Attracting the right tenant leads for your multifamily properties is critical to not only executing your business plan, but also creating a community that your residents can be proud of. In the age of digital marketing, one can find multiple online marketplaces for rental properties for tenants to target their next home. As owners and operators, utilizing these marketplaces to market your rental property can be a great way to attract new tenants however not all platforms provide the level of service needed to produce positive results. Many of these platforms can be quite costly with marginal results for generating solid quality tenant leads.

Our guest on today’s episode is Jonas Bordo, Co-Founder and CEO of Dwellsy, the free residential rental marketplace that makes it easy to find hard-to-find rentals. Out of frustration from observing the lack of quality online rental listing services, Dwellsy was founded to fill the void for both tenants and owners. Now the largest online rental listing service in the US, Dwellsy offers a comprehensive residential rentals marketplace based on the radical concept that true, organic search in a free eco-system creates more value than the pay-to-play model embraced by all of the current rental listing services.

Prior to co-founding Dwellsy, Jonas was a senior executive at several leading real estate firms including Essex Property Trust and Bentall GreenOak and was with the Boston Consulting Group after graduating with his MBA from the University of Chicago Booth School of Business. He is husband to Rosalind and father to Bailey, Zach and Thea, an avid hiker, a lifelong learner and a maker of things, sometimes out of wood.

Jonas believes a great team in a strong positive culture can accomplish anything, an open mind is required at all times, everything has room for improvement and that residential rentals has a unique once-in-a-generation opportunity to leap forward--to the benefit of residents, staff and owners.

In this episode, we cover:

What were the issues and the demand you saw in the real estate marketplace that inspired the creation of the Dwellsy marketplace?

What is Dwellsy and how does it differ from other online rental marketplaces.

The importance of generating high quality, qualified tenant leads.

How are the tenant leads generated through the platform.

What is Dwellsy’s competitive edge.

Does Dwellsy offer any other services to the owner to enhance the tenant experience.

Jonas addresses each of these interesting topics and more in this information-packed episode!

Tune in today to see how Dwellsy can help you attract the right tenant leads!

To connect with Jonas and learn more about Dwellsy:

Email Jonas @ Jonas@dwellsy.com or visit his website at www.dwellsy.com.

View Details

It’s no secret having multiple investing resources and strategies at your disposable put you at a competitive advantage as a real estate entrepreneur. Arguably, the most significant competitive advantage is the ability to raise capital. “Cash is King!” When it comes to raising capital, Equity Funds and Funds of a Fund are two strategies commonly used by operators and capital raisers to maximize their fund raising and partnership opportunities.

On today’s episode, our special guest is Nicholas Moore, Commercial Real Estate and Corporate Attorney at Capital Law Group. As a legal counsel and real estate investor, Nicholas understands the complexity of fund structures and how these fund structures are leveraged in real estate transactions. Nicholas explains the difference between a single Equity Fund and a Fund of a Fund, how these funds are used to acquire assets or invest in LP offerings, and the benefits of leveraging the each.

Since 2012, Nick has been involved in real estate law in various forms, including acquisitions and refinancing’s with retail, fast food restaurants, multi-family real estate, and self-storage real estate. Having assisted clients with multi-millions in real estate deals, Nick guides his clients from the inception of the deal to post-close business matters and everything in between. Nick is also a general partner in commercial real estate and has assisted in the formation of private equity funds, limited partnerships, syndications, debt securities, and corporate structure revisions to accomplish his clients’ complex objectives. In 2020, Nick was selected by Super Lawyers as a Georgia Rising Star for the areas of Corporate and Business which is reserved for the top 2.5% of attorneys in the practice area. Nick lives in north metro Atlanta with his wife and son, and is expecting his second son in February of 2021. When he’s not taking down deals with his clients, he enjoys hiking, golfing, and spending time at his church.

In this episode, we cover:

Nicholas’ background as both an attorney and investor

The benefits of having a legal counsel that can assist in all aspects of the real estate transaction.

Choosing the right legal counsel.

What is an Equity Fund and Fund of a Fund?

How to leverage the fund structures.

What are the benefits and limitations of each fund structure.

Nicholas covers all of these important topics and more in this value packed episode. Want to learn more about how you can add these resources to your “toolbox,” then tune in today!

The Final Three:

1. What do you do for your continued education to further your investing?

Nicholas: “With my experience in real-estate investing, I was able to observe my clients’ performance and see how there are tons of different deals organized in a variety of ways. There is a big difference between learning it hands-on than just by reading a book.”

2. What have been some of the lasting lessons you have learned along your journey?

Nicholas: “If you are not the finance guy, go get one! Get a finance person on your team who can explain and argue why they are right, otherwise, you will be handicapping yourself.”

3. How can listeners learn about and get connected with you?

Nicholas: “Connect with me on LinkedIn: https://www.linkedin.com/in/nicholas-g-moore-28676228/ or by email at nmoore@capitallawgroup.co.

View Details

What separates the successful entrepreneurs from the “want-a-preneurs?” Sure everyone knows it takes hard work and determination to be successful however it’s the intangibles that set the great apart. Creativity and the ability to solve complex problems or issues are some of those intangibles.

Our guest on today’s episode is Erin Hudson, Partner at Quattro Capital, real estate investor, business owner, financial professional, chiropractor, and mother of five. Erin, having very limited availability and resources, relied on her ability to be creative and a problem solver to create opportunities to grow her portfolio with significant momentum. Those opportunities led her to discover multifamily investing and her partners at Quattro Capital. Together, Quattro Capital is elevating their business to the next level.

Dr. Erin Hudson is an accomplished ten year entrepreneur as well as a wife and mother of five. She is the proud owner of Hudson Wellness Center in CA providing chiropractic services and serves as director for a team of 30+ employees. She is a successful real estate investor with a track record spanning five years, as well as asset manager of a $19.5 million real estate portfolio for which she raised over $3 million in capital.

In this episode, we cover:

How did Erin start growing her portfolio using creativity.

How did Erin start operating above her business and not in her business.

What does it mean to be resourceful?

How Erin started investing in multifamily and how you can get started.

The importance of finding the right partners.

Erin addresses each of these important points and many more in this value-packed episode. Tune in today to learn what it takes to be a successful entrepreneur and real estate investor!

The Final Four:

1. What do you like to do for your continued education to further your investing?

Erin: “I just went to a Multifamily Mindset event with Tyler Deveraux and Ryan Woolley, I actually was a speaker there, and it was so awe-inspiring to be able to pour my knowledge and lessons learned into other people. I love giving back and seeing the excitement on their faces when they learn what they need to know to grow further. The more we help people without manipulation… game over, we’ve already won!”

2. What are some of the lasting lessons you’ve learned along your journey?

Erin: “Make sure you partner with the right people. There are a million ways to skin a cat, so don’t think so straightly. This is the game of arbitrage. Negotiation is key. Do not beg for anyone’s money, create an opportunity that leaves them mind-blown and wanting to know how they can get in on it as soon as possible.”

3. What advice would you give to the listeners to help them grow their businesses?

Erin: “Ensure you find partners that are strong at the skills you’re weak at. I don’t know where I would be without my partners. Life is so much fun and there are opportunities everywhere if you look around.”

4. How can the listeners learn more about and connect with you?

Erin: “Visit our website at www.thequattroway.com and you can always find me and message me on Facebook, just search Erin Hudson. I’d be happy to get on a call with you, pour into you, help you with your learning curve, and take it to the next level.”

Resources mentioned:

Quattro Capital

The Wealthy Gardener by John Soforic

The Multifamily Mindset

View Details

Many of us have heard of or even witnessed the lucrative income potential from an apartment syndication deal. It is no secret that thousands of aspiring commercial real estate investors have entered into the space over the past decade or so in an attempt to benefit from this very lucrative strategy. But how many have succeeded? As lucrative as this strategy may be, apartment syndication isn’t for the faint of heart.

Our special guest on today’s episode is Bruce Petersen, Founder and CEO of The Apt-Guy. Bruce is an educator, best-selling author and syndicator of large multi-family properties throughout Central Texas ranging in size from 48-292 units. He was awarded the Austin Apartment Association’s Independent Rental Owner of the Year for 2016 and the National Apartment Association’s Independent Rental Owner of the Year for 2017 as well as Think Realty's Multifamily Investor of the Year 2019.

After being disappointed in the messages he was receiving at various real estate conferences, Bruce felt inspired to share a more transparent message about the realities and hardships of being a syndicator and operator in the multifamily space. It was this inspiration that formed the basis for his book, “Syndicating is a B_tch” a no fluff, direct message as to what challenges come with the roles of a syndicator and what type of person it takes to manage those challenges.

In this episode we cover:

What was Bruce’s inspiration for writing his book.

What were some examples of hardships he’s faced in his business.

Why not everyone is cut out to be a syndicator.

The importance of building a team of professionals with complimentary skillsets.

Bruce’s preference on his equity structures and why.

Tune in today to hear Bruce discuss all of these important topics and so many more!

The Final Four:

What do you like to do for your continued education to further your investing?

Bruce: “I’ll be honest, I’ve never read an investing book in my life. I just followed a coach and they taught me everything. I’m very involved with the Apartment Association hence I am always surrounded by people smarter than me. I read a lot of personal development book and I read it all the time."

What have been some of the lasting lessons that you have learned throughout your journey?

Bruce: “Be self-aware. Know what you are good at and know what you suck at. Own it and ego might get in the away most of the time and we are denial of it. We are all not good at some stuff and if you will not admit it you will hurt yourself and your investors, if you are a syndicator."

What advice would you give to the listeners to help them grow their businesses?

Bruce: “Don’t be scared. Being afraid will keep you exactly where you are. If you will always do what you always did, you’ll always get what you always got. Henry Ford said that and it’s true. Many people are not happy, satisfied and fulfilled. You cannot do something that will put your family under a bridge, but at the same time, take chances on yourself. Listen to smart people. If the people around you are not supporting you on your endeavors, then quit hanging around from them. They might be fantastic but they are not helping you. Believe in yourself and move forward. Make changes if needed.”

How can the listeners learn more about and connect with you?

Bruce:

Visit our website: https://apt-guy.com/
Bruce’s book @: https://apt-guy.com/book/

LinkedIn: https://www.linkedin.com/in/apt-guy/
Facebook: https://www.facebook.com/theaptguy/
Instagram: https://www.instagram.com/apt.guy/

View Details

In this age of digital technology, it is imperative that a business owner have an online presence in order to scale their business. Unfortunately, most businesses spend thousands upon thousands of dollars on a website and failed digital marketing strategies without ever generating any significant organic leads to their businesses. So how do we as real estate entrepreneurs not fall victim to the same mistake?

Our guest on today’s episode is Kris Reid, Founder of Ardor SEO. Kris has developed a simple system to help get your message in front of your ideal audience and predictably grow your business successfully. Kris offers insight into the significance and power of search engine optimization (SEO) for real estate investors, the steps to utilizing SEO effectively, and advice that will help you launch your business to new heights. Kris and his team at Ardor SEO specialize in designing an individualized digital marketing strategy using SEO and website backlinks that is guaranteed to yield you results and increase your lead traffic for your business.

Kris, as a former software engineer, found his way into the digital marketing front after losing his W2 in the finance industry during the global financial crisis. After attempting web game design and discovering the challenges of having online gamers visiting his software, Kris began his journey to understanding what drives organic leads to a particular website or online destination. Kris has now become an expert in SEO and digital marketing helping thousands across the world propel their businesses by following his proven system!

In this episode, we cover:

What is SEO and why is it important on the digital front?

Why is SEO and digital marketing beneficial for real estate investors and entrepreneurs?

What are the advantages of SEO strategies vs Pay Per Click (PPC) advertising?

How to we develop the lead funnel to drive organic traffic to our website?

What are some of the costs associated with SEO?

Does social media impact or influence SEO in any way?

Tune in today to hear Kris address each of these pressing questions and so much more in this knowledge-packed episode!

To connect with Kris and learn more about Ardor SEO:

Google Search: “The coolest guy in SEO” or visit www.ardorseo.com/blueoak.

Resources mentioned:

Ahrefs Keywords Explorer

Profit First by Mike Michalowicz

Clockwork by Mike Michalowicz

80/20 Sales and Marketing by Perry Marshall

Ardor SEO

View Details

It’s no secret that real estate entrepreneurs benefit from some of the most beneficial tax advantages and strategies available to investors. As real estate entrepreneurs, we are constantly seeking opportunities to preserve our wealth and keep more of it. But some of those tax advantaged strategies, like the 1031 Exchange, are under attack and could potentially be eliminated from the tax code with the changing of the presidential guard. So, what other alternatives, if any, will remain available.

Our guest on today’s episode is Garrett Griffin, an approved Deferred Sales Trust Trustee who believes that private capital remaining under family control does more to serve the needs, goals, values, and objectives of their family, their causes and society as a whole, rather than passing 35-45% in taxes to the government. Garrett offers insight into how to handle your accumulation, distribution, and ultimate transfer of wealth tax-efficiently and safely with a Deferred Sales Trust. In addition to acting as a Deferred Sales Trust™ Trustee, Garrett serves clients through his law firm, Legacy Legal and is the Director of Business Strategies + Advanced Planning for Prevail Innovative Wealth Strategies.

After graduating from Cameron High School, Garrett received his B.S. in Business Administration from William Jewell College in 1998. Garrett is a graduate of the University of Missouri – Kansas City School of Law (J.D. 2001 and LL.M. Taxation 2005) and was admitted to the Missouri Bar in 2001 and the Kansas Bar 2006. He believes you should have a plan for your future when there is so much at stake. That’s why he helps you maximize your family wealth and reduce your risks.

In this episode, we cover:

What is a Deferred Sales Trust?

Why should we be proactive with wealth planning now vs later?

Recycling of tax advantaged capital using the Deferred Sales Trust.

Can I utilize a DST if my goal is to continue to transact and acquire more assets?

Is the Deferred Sales Trust more beneficial than the 1031 Exchange?

The importance of having financial literacy and understanding how to best utilize these tools to your advantage is understated. Ultimately, it’s not about how much money you make, it’s about how much wealth you can keep and leave as a legacy for your family. There’s a lot of opportunity on the horizon and the applicability of the Deferred Sales Trust to many of these situations is paramount.

Garrett addresses each of these pressing questions and so much more in this information-packed episode!

To learn more about and connect with Garrett, visit:

www.legacytaxstrategies.com

LinkedIn: www.linkedin.com/in/garrettgriffin.

Resources mentioned:

Legacy Tax Strategies

View Details

Generally speaking, for most, the second largest percentage of an individual’s wealth is derived from their retirement accounts. The unfortunate circumstance is that one really can’t do much to control their retirement account, or so you may think...

Our special guest on today’s episode is Josh Plave, Founder of Wall to Main. Josh is an expert in understanding how to take control of and leverage retirement accounts to invest in real assets like real estate. By structuring Self Directed IRA’s (SDIRA) and Checkbook Control, Josh has found his niche in maximizing the potential of his retirement accounts and educating others to do the same. Josh also specializes in helping investors use their retirement funds to passively invest in real estate.

At a young age of 16, he opened his first Roth IRA due to the influence of his grandfather and mother who were both CPAs. He founded his company, Wall to Main, after the unfortunate passing of his grandfather and mother and funded it from the IRA’s he inherited from them. After forming his company, he pioneered the creation of the industry’s first UBIT calculator aimed to assist investors in calculating the expected taxation from using a Self-Directed IRA to invest.

Josh provides all of the tips and tricks needed to invest quickly, safely and inexpensively with an existing retirement account.

In this episode, we cover:

What is a SDIRA and what are its limitations?

When is the right time to utilize your self-directed IRAs and how to properly utilize it?

What is UBIT and how does it impact our returns?

How does the UBIT Calculator work and what benefits will it provide you as an investor?

What strategies did Josh use to build his portfolio?

What are some of Josh's success stories?

Tune in to the entire episode as Josh covers these informative points and so much more!

Final Four Questions:

What are the things that you do for your continued education to help further your investing?

Josh: “For my continued education, it's interesting, it's kind of evolved. I've gone from, I started with podcasts. And, you know, I got all the basics. But once you become an operator, I don't listen to podcasts as much that kind of when I see an operator or someone with a special skill set that I want to listen to, I jump in, but I've really moved towards books, and specific, you know, topics that I'm really interested in at the time. And I found that it really is, it's a nice opportunity to expand my mind. I was never really into books early on and I've now read a couple hundred.”

What have been some of the most impactful lessons that you've learned along the way?

Josh: “People may have heard of before, but it's been really impactful for me is really focused on one thing. People get a lot of shiny object syndrome, especially when they have this entrepreneurial spirit and they want to build something for themselves or for their family. I talked to one guy, he does multifamily, he does office space, he does industrial he does this night and like he you know, he's got his finger in his hands and a lot of different pies and which is great. But I like to really master one specific topic.

What advice would you give to the listeners to help them grow their businesses?

Josh: “It sounds so cliche, but really just educate yourself and stay curious. And so, just don't sit on your laurels, always make sure that you're learning. Stay curious as it makes you become a more well-rounded individual.”

Tell the listeners how they can learn more about and get connected with you.

Josh:
Website: www.walltomain.com

View Details

If you have been in the real estate investing space for any length of time, you probably have heard the consistent theme, pick a particular niche and stick with it. Become an expert at it. Although, we are inclined to agree, focusing on one particular niche does come with it's own limitations, in particularly in today's very challenging market cycle which seems overly saturated.

On today’s episode, Hemal Badiani, Founder of Exponential Equity, joins us to discuss why he disagrees with this thesis and how he has benefited from "going against the grain." Hemal and his team have been able to gain incredible momentum in growing his portfolio despite the negative impact of COVID. Hemal's philosophy is centered around the notion of being able to flex and pivot into various asset types every few months, if necessary, to compound on their growth. Having the ability to focus on distressed assets that are less desirable across multiple verticals affords Hemal and is team to stay very active in today's tough market climate.

Hemal's professional career started as a financial consultant in which he spent much of his time traveling away from his family. Due to an unfortunate health circumstance with one of his children, Hemal realized that trading time for money was not what he envisioned for his family. Through that troubling experience, Hemal leveraged his strength of building companies and systems to launch his commercial real estate investing career.

In this episode, we discuss:

How did Hemal find his start in the commercial real estate space?

What is the vision of Exponential Equity?

How to build teams and identify opportunities?

Challenges that Hemal faced in growing his company?

How has "going against the grain" helped accelerate their momentum?

Final Four Questions:

What are you doing for your continued education to further your investing?

Hemal: "I always have two mentors that I subscribe to. I invest in mentorships and masterminds. I read books, take breaks, and meditate.”

What have been some of the lasting lessons that you’ve learned throughout your journey so far?

Hemal: "You have to vet the people out. You still can have different types of people that you might not want to align with. Trust your gut instinct. Be very patient and be cautious.”

What advice would you give to the listeners to help further their growth in their businesses?

Hemal: “Take action. Don’t get overwhelmed, and don’t try to attend every meetup or every piece of information that you read.”

How can the listeners learn more about and get connected with you?

Hemal: Phone: 980-254-5692

Email: hemal@exponential-equity.com

View Details

The value-add opportunity is becoming increasing difficult to find in today’s market cycle. Some would even argue that the commercial real estate space has become even more competitive now vs pre-COVID times. Yields are steadily declining as valuations continue to climb. Well, multifamily development may be a considerable alternative to buying an existing asset.

Our guest today is Shannon Robnett, a top multifamily developer and CEO of SRI, an Idaho based commercial real estate development company. With more than 40 years of experience and more than 500 buildings in his career, Shannon has developed over $200 million of real estate across various asset types. Shannon shares his investing thesis and why he feels ground up development is a more compelling investment strategy on a risk adjusted basis.

So how does one get started in multifamily development?

What resources do you need to complete a multifamily development?

What are some of the barriers or challenges top multifamily developers face when completing a multifamily development?

How do you source equity for a development project?

Multifamily developers have a big impact in shaping the future of our cities and our communities!

Shannon covers each of these points and so much more in this information packed episode!

Final Four Questions:

What do you like to do for your continued education to further your investing?

Shannon: “Every day, I listen to audio books. You have to continue to grow and learn. You can learn so much from other peoples’ experiences and who are specialists in the area. If you are not continuing to grow, then it’s at that point you begin the process of dying. Get involved with others who are doing things you don’t fully understand. Seek out others who know more than myself.”

What have been some of the lasting lessons that you have learned along your journey?

Shannon: “Good contracts make great friends! Get things in writing! Great partnerships lead to great friendships.”

What advice would you give to the listeners to help them grow their businesses?

Shannon: “Ask everybody. You may ask 10 different people the same questions and get 10 different answers but don’t try to do this yourself. Partner with seasoned professionals that have done this before and learn from others. I haven’t met someone in the multifamily space that isn’t willing to help. Take advantage of that and get involved in other people’s syndications before you start your own so you can see how everything is being done and get that lesson upfront.”

How can the listeners learn more about and get connected with you?

Shannon:

www.shannonrobnettindustries.com

www.myverticalequity.com

Resources mentioned in this episode:
Though Leadership Platform:
Podcast: “The Real Estate Rundown”

Social Media:

Facebook: @shannonrobnettindustries

Instagram: @Shannonrayrobnett

YouTube: @MrShannonrobnett

View Details

How do we achieve financial independence? Real estate investing has afforded that very opportunity for many however for most, the consumer mindset impedes the ability to invest.

Our guest on today’s episode is self-proclaimed “Tightwad” Todd Miller. Todd began his professional career working for a Fortune global 500 company in 2008 and after discovering the books “Rich Dad/Poor Dad” and “The 4 Hour Work Week,” he quickly committed to the pursuit of living life on his terms and becoming financially independent. For the next 11 years, while working in financial services, Todd committed to taking control of his finances, budgeting, and saving investment capital to invest in real estate.

Through his disciplined approach to controlling his personal finances and commitment to building a portfolio of passive income, Todd, at the age of 35, accomplished his goal and became financially independent. Now, Todd teaches financial education to others to help them achieve their goals faster, live free, and have a more fulfilled life. Tune in to hear Todd share his journey and how can you achieve your own financial independence.

How did Todd take control of his personal finances?

How did he learn about multifamily?

What was the inspiration for Todd becoming financially independent?

Why mindset is relevant to taking control of your personal finances?

Todd covers each of these points and so much more in this information-packed episode!

Final Four Questions:

What are you doing for your continuing education to the further you’re investing?

Todd: “I guess for me, I don’t ever really plan on stopping the education process. I think there’s always going to be more that I can learn or there’s going to be ways that I’m going to be able to do things better. This is an infinite process for me. I’m always going to be wanting to learn. I’m always going to be wanting to push forward and see what else is out there. Being that I have a lot more time on my hands, that involves a lot of reading and listening to podcasts when I am out for a run or in the gym. There’s also great courses out there like LinkedIn learning and www.Lynda.com.”

What have been some of the lasting lessons that you’ve kind of learned along this entrepreneurship journey for you?

Todd: “I guess you know a lot of it is comes down to mindset. Whether you think you can or you think you can’t, whatever you convince yourself that you are or you are not, they’re going to be right. So, for me, I always looked at myself as far as what I wanted and what I wanted to accomplish and stayed the course on my goals. You know, having the goals is a huge part and a huge motivator. Understanding why you’re chasing whatever it is that you’re chasing that’s going to help you kind of get through those tough periods of the journey."

What would be some of the advice that you would give to the listeners to help them grow their business?

Todd: “Growing a business starts with your personal business. And what I mean by that is your personal finances. If you’re struggling to run your household and your personal finances, that’s probably going to translate into how you run your business. Getting you personal finances inline and in order is going to set you up for success when it transitions over to the business your working in.”

Tell the listeners how the can learn more about and get connected with you:

Todd: “Best way is through my website:”

www.TightwadTodd.com

References Mentioned in today’s episode:

Books:

Rich Dad/Poor Dad by Robert Kiyosaki

The 4 Hour Work Week by Tim Ferris

Courses:

www.lynda.com through LinkedIn Learning

View Details

Have you ever wondered what you would do if you could take control of your own time? How would you spend it? What impact could you have on the world? Well, real estate investing has afforded the answers to those very questions to so many who dared to veer off the beaten path.

Our guest today is Linying Zou, founding partner at Akras Capital. As an immigrant who came to the U.S. at the age of ten, she broke boundaries by finding success as a trader in the male-dominated world of Wall Street.

Linying was a former Wall Street trader in the Northeast—executing $300 million of trades on a daily basis—a chartered financial analyst, and a member of the CFA Institute. She bought her first multifamily investment two years out of college in 2010. Linying became a full-time real estate investor when she founded Akras Capital, a primarily female-owned investment firm that syndicates apartment complexes nationwide.

To Linying, the opportunity to invest in real estate was always a huge factor toward fulfilling the American Dream for her. Determined to start early, she began house hacking right out of college, starting with a triplex. She lived in one unit and rented the other two out for a few years before buying a condo later on down the line. Her opportunities continued to snowball from there.

Linying made the transition from fixed-income trader to full-time real estate investor simply because her skillset as a trader was very transferable. Doing spreadsheets, negotiating, finding deals, and factoring in exit strategies were already second nature to her. She only had two main challenges upon making the transition. The first was around mindset, as she had to make the adjustment from working for someone in the corporate world to working for herself as an entrepreneur. Secondly, she practically had to rebuild her network and reputation from scratch when she moved out of one industry and into an entirely new one.

Tune in as Linying goes on to describe how COVID-19 should serve as a grim reminder that employment alone can never make you financially secure as well as her preferred investment strategy at Akras Capital, how to invest in properties across different states, the advantages of using the apartment syndication model, and how to find the right business partners.

Final Four Questions:

What are some things that you are doing for your continued education as an investor?

Linying: "I mostly get my education through books. I read a lot of books, not only on real estate, but also on negotiation, mindset, and meditation. Having the right mindset is super important as an entrepreneur. You have a lot of challenges that pop up day-to-day and always have to work on separating your personal life from your business life. Having the right mental fitness is key."

What are some of those lasting lessons that you have learned along your journey?Linying: "Invest in real estate early, and really vet your potential partners and sponsors."
What advice would you give to the listeners to help them grow their businesses?

Linying: "If you’re getting started in real estate syndication, being a passive investor is a great way to get involved. Don’t be afraid to ask for help. In this industry, everyone is very willing to help each other."

How can the listeners learn more about and connect with you?

Linying:

Visit www.akrascapital.com

lzou@akrascapital.com

View Details

In the financial advisory and wealth management profession, it is typical that the thesis for wealth management is centered around mutual funds and diversified stock portfolio investments. However, as real estate entrepreneurs this thesis doesn't necessarily fit our own wealth management thesis.

Our guest today is Adam Doran, Director and Financial Advisor at Prevail Innovative Wealth Strategies. As a real investor and private lender himself, Adam is passionate about helping clients position themselves to build sustainable, tax-advantage wealth and maximize a long-term income. He assists clients by providing creative capital strategies to keep money growing and compounding within the business. Adam and the Prevail team believe in giving the client control of their wealth management strategies and seek to educate their clients on the various strategies to build their wealth, such as infinite banking. He helps real estate investors insulate themselves from rising taxes and market volatility and maximize every dollar.

Adam spent 15 years as a police offer before transitioning to a wealth advisor in 2018. As a real estate investor, like most people, Adam started with wholesaling, built a portfolio of single family rentals using the BRRR Strategy in 2019. Recently, he transitioned into multifamily properties, now with 52 units through syndication.

In this episode, we cover:
How did Adam go through the career transition from a police officer to financial advisor?

Who is Prevail Innovative Wealth Strategies and what are the financial services they currently offer?

How is Prevail disrupting the current wealth management industry?

Tune in to the entire episode as Adam covers the above interesting points for discussion and so much more!

Final Four Questions:

What are the things that you do for your continued education to help further your investing?

Adam: “Well, in the beginning, I purchased a fair amount of education from a couple different companies, but I just like to read now. And so there's several books that I'm always working on, it seems like the most recent one that I read, actually, I'm still reading on real estate is a multifamily book, Build a Rental Property Empire and then love good podcasts like your guys' podcast."

What have been some of the lasting lessons that you've learned throughout your journey?

Adam: “First and probably most important one that I learned was that you do make your money on the buy. Number two would be the people, like you've got to trust the folks you're working with, it really is very much based on trust. Because if you can't trust them, you'll never get good sleep at night, if you can trust the folks that you're going to deal with, it makes all the difference. And then the third part, and it's right up there with the people you can trust is good systems and systems that you can trust."

What advice would you give to the audience to help them in their businesses?

Adam: “Number one is you make your money on the buy. Number two is you got to work with people you trust. Number three is that systems piece, I'll add one more, understanding your investor ID is critical. If you can't handle separating from your money for six months, 12 months, five years, whatever the timeline of the project is, again, it's hard to get sleep at night."

Tell the listeners how they can learn more about you and get connected with you

Adam: “The easiest way to reach me directly is LinkedIn and then our company website.”

LinkedIn:
@adam doran

www.prevailiws.com

Reference(s) mentioned in today’s episode:

Book: Build a Rental Property Empire by Mark Ferguson

View Details

Do you ever get tired of placing your hard-earned money in traditional savings accounts which yields very little to no interest and then turnaround and borrow money from the same bank at a much higher interest? Do you ever wonder how you can become your own bank?

Our guest on today’s episode is Sarry Ibrahim, a financial professional and member of the Bank on Yourself Organization. He has helped countless real estate investors, business owners, and full-time employees create their own sources of financing while growing safe and predictable wealth with infinite banking.

Bank on Yourself is a concept that will change the way you think about having money in your control instead of someone else’s. Real estate investors and entrepreneurs are always seeking asset protection and ways to get creative with building capital and leveraging it to continue their investing. The Bank on Yourself philosophy is a clever method to build compounding wealth using a mutual whole life insurance policy that you just might want to take advantage of.

What does it mean to borrow cash value from an insurance policy?

Why is this super savvy compared to traditional banking?

How does the cash value accumulate in a whole life insurance policy?

What do the interest, dividends, death benefit, and loans involved in this process look like?

What are the downsides to using this process?

How can I leverage my whole life insurance policy to invest?

As entrepreneurs, we’re always seeking out opportunities to “add more tools to our tool belts.” Mutual whole life insurance is a great tool to add to your toolbox for building an abundance of wealth in a flexible, stable way.

Sarry addresses each of these pressing questions and so much more in this knowledge-packed episode!

Final Four Questions for Sarry:

Do you have any educational resources about this topic for people to utilize after the show?

Sarry: “On my website, www.finassetprotection.com, there are other podcasts and YouTube videos I’ve done that have more information. Plus, I definitely recommend the books “Becoming Your Own Banker” as well as “Bank on Yourself”. If you Google search ‘infinite banking concept’ or ‘bank on yourself’, you get a lot of valuable information there. I recommend doing research in any way you like learning, such as books, podcasts, videos, etc. You can also book a free consultation with me on my website.”

What’s your experience with your clients and them comprehending this concept?

Sarry: “It takes time, maybe on average six months, from the day I introduce this to somebody to the day they commit to a policy. It goes in phases: the intro/explanation phase, then there’s the 90-minute confidential analysis to collect information and get an idea of what the client wants to achieve, then the third phase is the proposal where we structure the whole life policy, then there’s time for underwriting and understanding it all.”

Is this a powerful strategy that could be leveraged for long-term retirement?

Sarry: “Yes, absolutely! It can be structured upfront and used throughout your real estate career, recycling your money, then when you reach your retirement age, you can start receiving monthly distributions from the insurance company at a guaranteed, tax-free rate. If something were to happen to you during your retirement, your family would still get the death benefit.”

How can the listeners learn more about you and connect with you?

Sarry: “Visit my website and book a FREE consultation with me:www.finassetprotection.com

Resources mentioned in this episode:

Books:

The Bank On Yourself Revolution by Pamela Yellen

Becoming Your Own Banker by Nelson Nash

Social Media:

www.linkedin.com/in/sarry-ibrahim-mba-ltcp-bank-on-you

View Details

Unless you have been living under a rock, you already know that COVID has disrupted every sector and every facet of our economy. As real estate investors and entrepreneurs, we have not been exempted from the impacts of COVID by any means and yet, there still remains a high degree of uncertainty as to what will happen as we begin to move into the post-COVID world, presumably.

Our guest on today’s episode is the one and only “Mad Scientist” Neal Bawa, Founder and CEO of Grocapitus and Multifamily University. Neal is a data guru with a keen insight to market trends and data that prove to be compelling when analyzing our current economic status and forecast. Using these analytics, Neal applies his understanding of data trends to evolve his business while educating others to do the same.

Tune in as Neal shares his wealth of knowledge and experience and dissects the different impacts observed throughout multiple verticals in the commercial real estate space. He shares his candid thoughts on a few surprising trends he’s noticed during the pandemic, showing this recession is not a normal recession, and what we can expect coming out of this recession.

In this episode, we cover:

Why were you coined the “Mad Scientist of Multifamily?”

What have been some of the surprising trends you’ve noticed in commercial real estate during the pandemic?

Why are we going to see a drop in NOI (Net Operating Income) and how will that impact our valuations?

Should I buy real estate right now or should I wait?

How is this year’s forbearance for tenants and landlords going to impact the rest of Q3 and Q4 of 2020?

As entrepreneurs and investors, understanding market trends and data are fundamental components of being a successful business owner. Although there remain many unanswered questions related to the impact of this virus, this episode will give you the necessary insights to approach the next challenging months ahead.

Neal addresses each of these pressing questions and so much more in this information-packed episode!

Final Four Questions for Neal:

What do you do for your continued education to further your investing?

Neal: "Every once in a while, I like to disconnect and go do something completely different that I have no knowledge of. My university for that in YouTube. Right now, I’m building stuff in my house from scratch that I haven’t done before and it’s forcing me to really think about that. The math is so complex that it’s forcing me to come up with new learning. Doing things that are completely counterintuitive is a million times more beneficial than repeating the same stuff we do."

What have been some of the lasting lessons along your real estate investment journey?

Neal: "As a real estate syndicator, the biggest lesson I’ve learn is don’t get into markets based on what’s going to happen to them in the future because we tend to sell ourselves and our investors on this huge vision of the future and sometimes that vision just doesn’t take place. Go into markets that already have a lot of wind on their back, not into markets that don’t. Don’t sell yourself on a project for the sake of acquisition fees because then you’re an unpaid wage slave for five years."

What advice would you give to the listeners to help them grow their businesses?

Neal: "One of the best places on the Internet to learn about these types of asset classes and what they’re doing is Multifamily University. We host about 40 webinars a year and more than 75,000 people sign up for them. This kind of structure is a great way to learn."

How can the listeners learn more about and connect with you?

Neal:

Google: Neal Bawa

Websites:
www.grocapitus.com
www.multifamilyu.com
MultifamilyU YouTube Channel

View Details

What is legacy wealth? What does it mean to invest for legacy wealth? Although the answer to those questions may be subjective, for many, legacy wealth simply means creating wealth that leaves a positive, long lasting impact for our families and communities.

Our special guest on today’s episode is Bruce Wuollet, Founder of Bakerson. Bruce has built a business empire that is accustomed to conducting thousands of transactions each year. Now with a focus on investing in multifamily assets, Bruce’s thesis is centered around creating opportunities for his investors that produce long term cash flow and wealth generation. This couldn’t be possible, however, without his emphasis of building strong relationships. Bruce firmly believes that forging strong relationships is invaluable. Bruce attributes much of his business knowledge and success to forging those strong relationships with those he interacts with, both in business and in life.

As a baker’s son, Bruce developed his appreciation for relationships and customer service by working at his father’s bakery business. Despite the enjoyment of working at his father’s bakery business, he did not feel the passionate for it. After attempting other business opportunities, he was introduced to the book “Rich Dad, Poor Dad by Robert Kiyosaki and Sharon Lechter”. This then marks the start of Bruce’s journey as he paved his path to success.

In this episode, we cover:

How did Bruce leverage the value of relationships throughout his investing journey?

How did Bruce’s portfolio evolve and what is his current focus today?

What is a perpetual investment and how to become a perpetual investor?

What is Bruce’s “Inverted Triangle” and how does it correlate to relationships?

What does it mean to invest for legacy wealth?

Tune in to the entire episode as Bruce covers these great topics and so much more!

Final Four Questions:

What do you like to do for your continued education to further your investing?

Bruce: “I read a lot, I set up this new habit, I do it every morning, I read at least minimum 10 pages of personal development first thing in the morning. So that's what I'm reading a lot. I have a business coach, and I have him on this program. This Monday will be our sixth week of a 24-week program. Every Monday, there's 90 minutes of training on habit forming and changing and being more productive, followed up with a workbook for the next week. And you implement it each week.

What have been some of the lasting lessons you have learned throughout your journey?

Bruce: “Number one is, just because you did it that way yesterday, doesn't mean you can do it that way tomorrow. And yeah, you always have to pivot and learn. Number two is be careful on leverage, because you can over leverage your future and then it makes it difficult to catch up. Number three is when you're looking at your projects, always know where the biggest costs are.”

What advice would you give to the listeners to help them grow their businesses?

Bruce: “The best advice I can have is, talk to others who have been through a lot because they have the scars to show on what they have been through. Don't go at it alone. I'm kind of a lone wolf. In some ways. I love people around me, but I do things a lot alone, like a mountain bike six days a week by myself, mostly. But when you're getting into real estate, there's so many resources out there. Use them!”

How can the listeners learn more about and get connected with you?

Bruce:

Website: www.bakerson.com

Cellphone Number: 520-808-9111

Email Address: bruce@bakerson.com

Resources mentioned:

Books:

Rich Dad/Poor Dad by Robert Kiyosaki

View Details

As we all know, there are cyclical patterns that occur throughout all sectors of our economy. Understanding the macro level of these cycles is a very relevant aspect of our business as real estate entrepreneurs. Each cycle has its own implications on how we implement our real estate investing strategies. However, what is different about this current economic downturn vs. historical downturns, in particularly and most recently, the global financial crisis of 2007-2009? How is it impacting our business as real estate entrepreneurs?

Our guest on today’s episode is Elliot Eisenberg, Ph.D., Public Speaker and Chief Economist for GraphsandLaughs. Elliot has an economic consultancy that serves a variety of clients across the United States and writes a daily economic commentary on Econ70.com. Join us as he shares his reflections on the stock market crash, the severity of US unemployment, how the increase in coronavirus cases is impacting our economy, and how long it will take us to get back to the GDP we had prior the pandemic. Elliot also breaks down the ways in which the recession is affecting the real estate industry, noting insights into demographics and interest rates, as well as the disparity between buyers’ and sellers’ positions.

In this episode, we cover:

Where are we in the credit cycle, the corporate cycle, and unemployment?

How does our economic position differ from where we were at pre-covid?

What does our employment situation look like relative to history?

From an economic standpoint, what does it mean to be in a recession?

What impact will the 2020 election have on our economic recovery?

How does the insurmountable national debt impact us long-term and how do we plan for that?

What are “zombie firms”?

Understanding these economic cycles and monetary policies have a direct correlation with our ability to scale our real estate portfolios. Elliot addresses each of these pressing questions and so much more in this knowledge-packed episode!

About Elliot’s Consulting Service:

Elliot: “I’m a public speaker generally but now I’m a Zoominar speaker. I give speeches, talk about economics and make it fun, memorable, and easy to understand. The way I promote myself is putting out a daily 70-word blog that talks about what’s going on in the world of economics today and what’s important. You can get it by going to our website or you can sign up for it on your happy cell phone by texting the word BOWTIE to 22828!

Resources mentioned:

Elliot’s Commentary on Econ70

View Details

Real estate transactions require a considerable amount of capital to complete, in particular in the commercial real estate space. Generally speaking, millions of dollars are common figures and sums when transacting a commercial real estate deal. But where does all that capital come from?

On today’s episode, our special guest is Randy Langenderfer, Founder of Invest-Ark Properties LLC. Randy invests in multifamily assets as both a general partner (GP) and limited partner (LP) with over 2500 units collectively invested in. Randy’s investing thesis is based on simplicity. “A confused mind always says no.” Randy has a great understanding and way of explaining the capital stack and various equity splits frequently used in an apartment syndication offering.

Randy is a Chief Compliance and Audit Officer for a large academic institution in Houston, Texas with over 25 years of various corporate leadership experience in multiple industries, primarily in the risk and governance areas. He is a CPA and holds an MBA in finance . He has been featured on several podcasts and is part of Rod Khleif’s real estate mastermind. Randy has been investing in real estate since his first primary residence purchase of a duplex. 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 investing focus is exclusively focused on multifamily assets.

In this episode, we cover:

How Randy found his start in real estate investing.

What is the capital stack?

What are the components of the Capital Stack?

Importance of reading the PPM and Operating Agreement.

Common equity structures that are used by many investors.

Sponsorship Friendly vs. Passive Investor-Friendly Structures

Tune in today to learn more about these very important topics and so many more on this information packed episode.

The Final Four:

What do you like to do for your continuing education to further your investing?

Randy: “I plugged into Rod Klief's mastermind about a year and a half ago, I find that extremely beneficial. I tell people to go to church to hang around fellow believers and be around like-minded people. So when you get into the real estate business, you need to get out of this office, and there's never going to be a deal in this office come to me, I have to go find it.”

What have been some of the most lasting lessons that you've learned along your journey?

Randy: “I'll start with education. So education is all the things we talked about. But learning you know, somebody told me a long time ago, don't learn the tricks of the trade, learn to trade. I would say the second big-ticket to point out is when I got my first sponsorship partners. It's not a no-money down. But those hurdles can be overcome with partnerships like yourself and these different groups.”

What advice would you give to the listeners to help them grow their businesses?

Randy: “I would summarize persistence. I tell people I'm a complete failure because I set out goals five years ago to do things that I haven't accomplished. But those goals have been diverted into other very productive financially rewarding goals. And the secret or the formula for success in real estate is not new. It's been around for generations. But what differentiates it is persistence and sticking to it. Even if you don't have cash today, educate yourself. There's a lot of opportunities, persistence would be my word of encouragement for everybody.

How can the listeners get connected with and learn more about you?

Randy:
Website: www.invest-ark.com

Linkedin: https://www.linkedin.com/in/randy-langenderfer

View Details

If you are a follower of this show, then you are probably compelled by the strategy of apartment syndication. It is a great way to build on the economies of scale and partner with other investors to acquire assets that would normally be out of your reach. This strategy is a great tool to have in your toolbelt however, there are certain provisions, in particular, related to capital raising that one must have a sound understanding of.

Our special guest on today’s episode is Eugene Trowbridge, Founding Partner of Trowbridge Law Group. His law practice concentrates on the syndication of both debt and equity in commercial and investment real estate. The firm’s partners have written offerings for over $5 Billion in equity raised with their median offering size being valued at $2.5 Million.

Eugene is a former syndicator himself with over 10 years’ experience, starting with a mobile-home park, and then having transitioned to multi-family. Displeased with the management aspects of both of those markets, Eugene went on to build storage facilities. He later decided to obtain a law degree with a specific focus on securities law, which he’s been practicing for the past 27 years.

In this episode, we cover:

How big is the industry?

What are the duties of a syndicator?

Beware of unlicensed broker-dealers

Eugene’s Four Questions

What’s the value of your signature?

What are some common mistakes operators are making?

What’s the difference between return on capital and cash-on-cash return?

Tune in to the entire episode as Eugene covers these informative points and so much more!

Final Four Questions:

What do you like to do for your continued education to further your business?

Eugene: “The problem with my world and continuing education is I’m a real estate broker in the state of California and I’m a licensed attorney, so I’m constantly taking courses just to fulfill my license requirements – whether they’re interesting to me or not. I haven’t sold a piece of real estate in 20-30 years and I’m still having to take courses about Dual Agency and mold.

Last year one of the companies that provides legal services and legal education for attorneys came out with a package, I think it was $1400 for the year, you could take as many courses of theirs as you want - and I don’t need that many, I think I have to take 25 hours. So I get all these announcements, and you’d be amazed at the courses I take. Every once in a while I try to take something I know nothing about.

What have been some of the most impactful lessons that you've learned along your journey?

Eugene: “The number one lesson I learned as far as business goes, and it’s tracked my whole career, is I’m not a person who wants a big operation.”

What advice would you give to the listeners to help them grow their businesses?

Eugene: “To the syndicators out there: learn from others. If you can, grab PPM’s from other people, talk to other people, do masterminds, join groups, listen to you podcasts.”

Tell the listeners how they can learn more about and connect with you.

Eugene:

Eugene’s email is gene@genetrowbridge.com

Eugene’s website is Trowbridge Law Group

Eugene’s phone number is 949-855-8399

Eugene’s book is Its A Whole New Business

It's a Whole New Business!: The how-to book of syndicated investment real estate

View Details

It is no secret that the majority of Americans do not have enough reserve capital saved to retire when they reach retirement age. Despite that fact, most Americans still trust their hard-earned retirement capital to be placed in the hands of a 401K or 403B custodian without questioning their investing strategies and planning. Truth be told, most have no understanding as to where their retirement funds are being invested and who is managing their accounts. So what if you could take control of your retirement accounts and decide how your hard earned capital is being invested?

Our special guest on today’s episode is Jason DeBono, Vice President at NuView Trust. He has served as both Director of Business Development and Director of Operations for NuView Trust Company – a self-directed custodian with over $1.4 billion of assets under custody. Now, in his role as Corporate Vice President, Jason oversees the day-to-day activities of the company. He is heavily recruited to speak on podcasts and at national events as a subject matter expert in tax-advantaged investing through retirement accounts. Additionally, Jason has provided continuing education to CPAs, Attorneys, and Real Estate professionals and has been a guest speaker at hundreds of investment events and conferences throughout the United States.

Jason found his inspiration for becoming an expert in investing with self-directed IRA’s (SDIRA) after realizing a lack of financial education with those who are close to him. Jason graduated from the University of Central Florida and has since acquired 15-years of experience in the self-directed IRA industry. Jason explains the importance of obtaining financial literacy and taking control of your retirement planning using self-directed IRA’s.

In this episode, we cover:

What is a self-directed IRA?

How do you start a self-directed IRA?

What are the various types of IRAs available?

How can an investor leverage their SDIRA to invest in real estate?

The importance of financial literacy and why alternative investments like real estate can provide better risk adjusted returns vs. the stock market?

Vetting your SDIRA custodian.

Tune in today to learn more about these topics and so much more in this information packed episode.

To learn more about NuView Trust visit:

Website: https://www.nuviewtrust.com/

Resources mentioned in today’s episode:

Books:

Rich Dad/Poor Dad Robert Kiyosaki

The Richest Man in Babylon By George Samuel Clason

View Details

Selecting the right contractor for your value add projects can be challenging. Having the right contractor on your team can save you from making some very expensive mistakes, make a construction project execute with ease, and frankly, help you sleep better at night. Partnering with the wrong contractor will leave you with a constant headache.

Our special guest on today’s episode is Jorge Abreu, CEO of Elevate Commercial Investment Group and Founder of JNT Construction. Elevate serves to provide a higher standard of living for residents as well as facilitating an above average return for investors. JNT Construction focuses on helping multifamily investors with their full renovation needs as well as ground up development projects. As both an active investor and construction expert, Jorge provides a very specialized perspective on managing a Cap Ex project and budget, conducting due diligence, and vetting and partnering with your contractors.

Jorge has been a full-time real estate investor for over 14 years, starting with single-family and small multi-family properties. He has since wholesaled over 200 properties, flipped over 100 properties, and has completed over $8 million in ground-up developments. He is a general partner (GP) in 1720 units and a passive investor in another 1400 units. Jorge is an official member of the Forbes Real Estate Council and holds a Bachelor’s Degree in Construction Management and Electrical Engineering from Florida International University.

In this episode, we cover:

How did Jorge manage to scale his business as quickly as he did?

What challenges did Jorge have to face as he transitioned into multifamily investing?

What are the common mistakes operators make with their CapEx plan?

Things to assess and look for when conducting due diligence.

How to vet your contractors.

How to communicate with contractors throughout the project.

Tune in to the entire episode as Jorge covers these informative points and so much more!

The Final Four:

What do you like to do for your continued education to further your investing?

Jorge: “I’m huge with audiobooks. When I’m working out, I’m listening to a book. When I’m driving, I’m listening to a book. Sometimes if I’m outside by the pool, I’m listening to a book. I try to associate myself with those that are at my level or even higher, surround myself with them and just soak up as much as I can. Never think you know it all. Always be learning.”

What have been some of the most lasting lessons that you've learned along your journey?

Jorge: “Focusing. There’s so much noise out there, so many shiny objects. Staying focused is huge. Conquer whatever it is you want to conquer.”

What advice would you give to the listeners to help them grow their businesses?

Jorge: “Once you’re focused, network. I know everybody says that a lot too, but do some real networking, real building relationships. It will take you a long way.”

Tell the listeners how they can learn more about and get connected with you:

Jorge:

Email: jorge@elevatecig.com

Website: Elevate Commercial Investment Group

Resources mentioned by Jorge:

Books:

Traction: Get a Grip on Your Business, by Gino Wickman

View Details

One of the best ways to build a strong network of like minded investors and create a thought leadership platform is by hosting a meetup. Heard the phrase, "Your net worth is equal to your network?" Commercial real estate investing is a relationship business and relationships are forged through networking. However, effective networking is an art form and a required skillset.

Our special guest on today's episode is Jamie Gruber, Co-founder and President of the Multifamily & More Real Estate Investing Community. The Multifamily & More community is now a nationally recognized meetup brand with over 20 chapters and 8,000 members spanning across the major US. Through this network, Jamie helps meetup group leaders develop a framework for their networking events that are content driven, intentfull, and relationship focused to promote an effective networking environment that keeps people wanting more.

Jamie is a career W2 employee in the insurance business who found his start in real estate when he became an accidental landlord. Feeling a void after 20 years in the W2, Jamie read Rich Dad/Poor Dad by Robert Kiyosaki for the second time which prompted him to focus his efforts on building a portfolio of cash flow producing real estate. After being disappointed with the local REIA meetings he was attending, he sought out to become the "multifamily guy" in his local market. It was through that ambition that led him and his partner to start the Multifamily & More Meetup brand and through his networking yielded him his first multifamily deal. Jamie is now a general partner in 42 units and a networking leader in the multifamily community.

In this episode, we cover:

Why start a meetup?

How do we build on the connection with others?

What is the benefit of being a part of a national brand like Multifamily & More?

What are the systems and processes you need to facilitate an effective meetup?

How to do we keep people engaged?

Tune in today to hear the answers to these questions and many more great points in this fulfilled, information packed episode!

Final Four:

What are you doing for your continued education to further your investing?

Jamie: "I am a mastermind guy. You have to pay to play. Plus books."

Who has been your biggest inspiration for your success thus far?

Jamie: "On the social media side, I am a Gary V nut. I love Gary V! On the multifamily investment side, I am going to go with Gino Barbaro."

What advice would you give to the listeners to help them grow their businesses?

Jamie: "Leverage the free platforms that are social media. Be an active and contributing member of them. Engage people in the comments, talk with people, post good content. Join a FB group, get to know who is running it, and offer something of value to them that they can leverage."

How can the listeners learn more about and get connected with you?

Jamie:
Social Media: Instagram, Facebook-@multifamilyandmore
YouTube.com/multifamilyandmore

Website: www.multifamilyandmore.com

Email: jamie@multifamilyandmore.com

Resources mentioned by Jamie:

Books:
Personality Isn't Permanent by Ben Harvey
Rich Dad/Poor Dad by Robert Kiyosaki
The Wealthy Gardner by John Soforic

View Details

What is the biggest challenge for a real estate entrepreneur? Capital, deal flow? Talk to any successful entrepreneur about the keys to success and you will probably hear the theme, “mindset,” in every conversation. Despite the glamour and alore at guru conferences, the commercial real estate business is a cumbersome business with a very steep barrier to entry. Without ongoing personal development and the right mindset, one will find their exit before ever getting started.

On today’s episode, our special guest is Jeffrey Holst, attorney, real estate coach, realtor, businessman, and a host in two podcast shows, the Old Fashion Real Estate Show and Last Life Ever. Jeffrey’s background is one of tragedy, despair, and inspiration. Jeffrey, despite his difficult journey, has made it his personal mission to “never have a bad day” which has lifted him from very grim circumstances to a fulfilled life of achievement and success.

At the age of 17, Jeffrey made the personal decision to begin living the best version of his life by declaring to never have a bad day. It was this declaration that help Jeffrey battle through life threatening cancer, loss of his business, and bankruptcy. Jeffrey leveraged his passion for real estate and his outlook on life to pave a new path that you have to hear to believe.

In this episode, we cover:

How did Jeffrey start his real esate investing career?

What was the inspiration for deciding to “never have a bad day.”

His battle with leukemia and bankruptcy.

Building relationships with potential investors.

Why Jeffrey favors multifamily real estate.

Tune in to hear the answers to these topics in this very inspiring episode.

The Final Four:

What are you doing for your continued education to further your investing?

Jeffrey: “One thing I'm doing right now is taking classes at Harvard online. Real Estate Investing classes. I try to meet with people that have real estate things, and just talk to them and I read books and listen to podcasts. “

Who has been the biggest inspiration for your success thus far?

Jeffrey: “My Dad was a big inspiration to me. His mindset has been a big motivating factor for me. Also, Robert Kiyosaki’s book impacted me and changed the way I thought about money. So Kiyosaki or my dad, either my rich dad or my other rich dad, one or the other I guess.”

What advice would you give to the listeners to help them grow their businesses?

Jeffrey: “Just do it. Real estate’s super forgiving. Don't make crazy decisions and make sure you're analyzing stuff but also don’t overanalyze. Get some knowledge but don't try to know everything.”

How can the listeners get connected with you and learn more about you?

Jeffrey:

LinkedIn: www.linkedin.com/in/jeffreyholst/

Instagram: @jeffreyholst

Facebook Page: www.facebook.com/holstjd/

You can also follow Jeff’s shows:

The Old Fashioned Real Estate Show

Website: http://www.oldfashionedrealestate.com/

Twitter: @OldfashionedRE

Facebook: www.facebook.com/oldfashionedrealestate/

Instagram: @oldfashionedre

Youtube: www.youtube.com/oldfashionedrealestate

Apple Podcast: https://podcasts.apple.com/us/podcast/old-fashioned-real-estate-show/id1508913937

Spotify: https://open.spotify.com/show/1wytiolgAcSAp90oJ9oOh4

Last Life ever

Website: http://www.lastlifeever.com/

Instagram: @lastlifeever

Facebook: www.facebook.com/lastlifeever/

Apple Podcast: https://podcasts.apple.com/us/podcast/last-life-ever/id1508010726

Spotify: https://open.spotify.com/show/4WFxzublI9KLLKdjwvRXLU

View Details

We have all heard of the importance of education when starting in commercial real estate investing. Education is one of the consistent variables to a successful start in the commercial real estate investing space. However, when does education become a barrier? You may have heard of or even fallen victim to “analysis paralysis.” For so many getting started on their investing journey, the lack of understanding or the feeling of having to know every aspect of investing before taking the next actionable step holds them back from ever getting started.

Our special guest on today’s episode is Adam La Barr, Co-Owner of Active Duty Passive Income. ADPI’s focus is to help current and former military members and their families gain passive income through real estate investing. Adam, like many others, fell into the trap of analysis paralysis for many years before taking action. It wasn’t until he stepped out of his comfort zone that he was able to break through the analysis paralysis and begin building his portfolio while helping teach others how to do the same.

Adam is a multifamily investor, educator, coach, and family man who holds a Bachelor’s Degree in Criminal Justice from the American Military University. After high school, Adam joined the Air Force, where he met his wife – she was instrumental in his journey to begin investing in real estate. He started with analyzing single-family and small multifamily properties, but soon found his preference in large apartment buildings. To date, Adam has invested in over 300 doors.

In this episode, we cover:

The reason Adam chose to get into multifamily investing.

What is Adam’s “why?”

What is analysis paralysis and how does it affect our professional growth?

Having the right mindset to make it in the industry.

Your net worth is equal to your network.

The Active Duty Passive Income Group mission and core values.

Adam’s coaching initiatives

Tune in to the entire episode as Adam covers these informative points and so much more!

The Final Four:

What are you doing for your continued education to further your investing?

Adam: “Constantly feeding myself with books and podcasts. I’m trying to stretch outside of just – I don’t want to listen to more real estate books. It’s not that I’m not going to learn something from them; it’s just that when you’re in a pattern of doing things, you’ve kind of got that part down, and now I want to stretch myself outside of that. I recently joined a new mastermind… It’s all about being a healthy, wealthy family man, and that’s what I want to do.”

Who would you say has been the biggest inspiration for you and your success so far?

Adam: “My wife, by far.”

What advice would you give to the listeners to help them grow their businesses?

Adam: “It goes back to surrounding yourself with the right people. If you keep surrounding yourself with people at the bar, that’s what you’re going to continue to do. Go to the REIA meetings. Get out of your comfort zone. I am a firm believer in getting into a group of like-minded folks.”

How can the listeners learn more about and connect with you?

Adam:

Email: adam@activedutypassiveincome.com

Visit our website: Active Duty Passive Income

View Details

Commercial real estate investing, particularly multifamily investing, has been the darling of real estate investing for the past decade. The recession resilient elasticity and markedly appreciated values over the past decade have made multifamily the preferred asset type on a risk adjusted basis. Because of its attractiveness and lucrative return profiles, many professionals have found opportunities to transition from their W2’s to being full time active investors.

Our guest on today’s episode is Ryan Nunes, Founder and CEO of Life Changing Capital and data-driven multifamily syndicator who takes an institutional approach to a non-institutional segment of asset class. Ryan was the #1 salesperson leading oil & gas derivative sales teams while working at Wall Street banks for 13 years. He made the transition to multifamily investing last Spring and has since co-sponsored $34 million in assets as a general partner (GP) and invested as a limited partner (LP) in over 2700 units across Texas, Ohio, Florida, Arizona, and Georgia. Ryan is here to share the knowledge he’s gained from balancing various types of investments and quickly developing strong partnerships as well as powerful advice for new real estate investors.

In this episode, we cover:

Was there a fear you experienced, or a mindset shift required in transitioning from Wall Street to the real estate industry?

Why and how did you find a partner so quickly before investing in multifamily assets?

Tax benefits for real estate professionals.

What advice does Ryan have for people regarding adding both investments in Wall Street and in real estate to your portfolio?

What is the relative value approach in multifamily real estate?

What changes is Ryan implementing in his business as a result of covid-19?

Ryan addresses each of these pressing questions and so much more in this knowledge-packed episode!

The Final Four:

What do you like to do for your continued education to further your investing?

Ryan: “I’m always talking, listening, and taking notes as much as possible. I try to think about what we can do better at what we do, in our modeling, and to get to a quicker ‘yes’ or ‘no’. What can we learn from others? I have humility in the fact that there’s always something new to learn. I surround myself with people who I can learn from and I try to give back and reciprocate the teaching.”

Who has been your biggest inspiration for you success thus far?

Ryan: “There’s been a few for different reasons. One is Neal Bawa, who’s done an amazing job transitioning from tech and deploying tech in multifamily. From a property management perspective, Robert Martinez in Houston is amazing in terms of self-management and his story of being in the trenches to learn the business. Michael Becker’s knowledge of the asset class and his communication with investors is also an inspiration. Then, my partner seems to have an uncanny knack of insight and great perspective on so many things.”

What advice would you give to the listeners to help them grow their businesses?

Ryan: “Check out Cody’s podcast!”

How can the listeners learn more about and connect with you?

Ryan:

Visit: www.lifechangingcapital.com

Resources mentioned:

Life Changing Capital

25 Questions Every Passive Investor Should Ask

View Details

We’ve all heard the phrase, “Real estate investing is a team sport.” It is very seldom you discover a real estate entrepreneur working solo on building his/her business and/or portfolio. Most real estate entrepreneurs concede to the fact that one is limited to their own time and their own strengths and weaknesses. It goes without saying that strong partnerships can hedge against these constraints and really help to accelerate your success.

Our special guests on today’s episode are Chris Pomerleau and Collin Schwartz, Co-Founders of Park Ave Capital. Recognizing each other’s skillsets, their partnership developed into the ‘right mix’ and thus propelled them to build a portfolio of over 900 units under management.

Chris is Co-Founder and Director of Investment Strategy for Park Ave Capital, LLC, attorney, and mentor. He oversees the acquisitions of assets and business development activities. He also directs the overall investment strategies of the company.

Collin is Co-Founder and Director of Operations for Park Ave Capital, LLC and owner of Bricktown Management. He directs the day-to-day operations of investments.

In this episode, we cover:

How Chris and Collin developed their partnership.

What impact did their partnership have on the development of their portfolio.

Why Collin founded Bricktown Management and what are the benefits of self-managing his assets.

What are some of the innovations Chris and Collin have developed to improve their operations.

What have been some of the biggest challenges they have experienced as they have scaled their portfolio.

Tune in to hear Chris and Collin address these important topics and much more!

The Final Four:

What do you like to do for your continued education to further your investing?

Chris “I listen to a lot of podcasts and YouTube because I feel like I’m getting a better grab bag of a variety of information. I also do a lot of LinkedIn; following people there, reading what they’re doing, and reaching out to them.”

Collin “I joined a national coaching program that basically puts together 12-16 individuals that are CEOs, business owners, etc. none like-kind business together and they bring in speakers, and we have to see each other more than directors. We bring up issues and they see these issues or possibilities and they can act as my board of directors when I have a tough decision and I don’t have anybody to go to.”

Who has been the biggest inspiration for your success?

Collin “For me, it’s my wife and kids. Knowing that I have these responsibilities is what keeps me going in dark times since being an entrepreneur is not easy.”

Chris “I would say my wife and kids and family too-motivates me to find better paths."

What advice would you give to the listeners to help them grow their businesses?

Chris “Get a coach if possible, in more than one area if you can. There’s something about somebody who can teach you how to do it, speed up the process in which you learn it, learning from their mistakes, and getting it done."

Collin “Start your day with education and some type of physical exercise to get your mind so clear that you can still focus on your goals and do everything else."

How can the listeners learn more about Park Ave Capital and get connected with you:

Chris and Collin:

Chris’ Email: chris@parkaveinvesting.com

Chris’ LinkedIn: https://www.linkedin.com/in/cashflowwithchris/

Collin’s LinkedIn: https://www.linkedin.com/in/collin-schwartz-64519953/

Park Ave Capital LinkedIn: https://www.linkedin.com/company/park-ave-capital-llc/

Park Ave Capital Website: https://parkaveinvesting.com/

Books Mentioned:

10% Happier by Dan Harris

View Details

Scaling a significant real estate portfolio is no small feat. Scaling a massive billion-dollar portfolio, well, now you are speaking of elite level investors. These elite investors understand the nuances of navigating market cycles, economic shifts, taking deals full cycle, and building a sustainable, replicatable business.

Our special guest on today’s episode is Michael Becker, Principal at SPI Advisory LLC and heads SPI's Dallas, Texas office. SPI Advisory specializes in repositioning multi-family assets. Through professional asset management and a high level of integrity, SPI Advisory increases the value of properties while improving quality of life for its residents. SPI Advisory derives stakeholder value through hands on asset management and construction oversight. Our exclusive multi-family focus enables better pricing of value and risk to identify projects with superior risk-adjusted returns. Having done over $1 Billion in real estate transactions and holdings, SPI has become one of the industry top leaders in the multifamily real estate space.

Prior to forming SPI Advisory, Michael was a 15-year veteran Commercial Real Estate Banker and has originated and managed numerous portfolios of permanent and bridge loans in all major asset classes. Over the last 5 years of his banking tenure, Michael focused exclusively on multi-family properties, where he was the number one loan producer for his division at a Top 3 National lender for his last 3 consecutive years. Michael is a lifelong resident of North Texas and a graduate of The University of North Texas with a BBA in Finance. Under Michael's leadership, over the past 5 years SPI Advisory has acquired approximately 10,000 units in the DFW & Austin markets

In this episode, we cover:

The evolution of Michael’s 10,000 unit portfolio.

Why is multifamily a better investment vertical, on a risk adjusted basis, vs other asset types.

The market forecast for multifamily over the next decade.

Has COVID-19 impacted Michael’s business strategy or portfolio.

What changes, if any, does Michael foresee as it relates to the types of amenities tenants will be seeking as a result of COVID.

The impact of debt terms and debt structures on investor returns.

As this is a labor-intensive career, how does Michael continue to scale his business while also spending quality time with his family?

Michael addresses each of these important topics and much more in this value-packed episode! Tune in today to learn how you can become the next elite multifamily investor!

To connect with Michael and learn more about SPI Advisors:

Visit his website at www.spiadvisory.com. Also make sure to tune in to the Old Capital Real Estate Investing Podcast which you can find on iTunes, Stitcher, and all other major streaming platforms.

Resources mentioned:

Old Capital Podcast

SPI Advisory

View Details

Real estate investing has often been associated with the concept of ‘Mailbox Money,’ the concept of having a continuous stream of passive income without having to work for it; rather having your money work for you. Sound appealing? As real estate entrepreneurs, we are constantly sourcing those very opportunities that create that passive revenue stream for ourselves and our investing partners.

Our special guest on today’s episode is Yeadon Smith, Owner and Real Estate Broker at Live Oak Real Estate. Live Oak Real Estate is boutique brokerage in South Carolina that serves both residential and commercial clients in real estate. He is also the Founder of Live Oak Rental Properties Property Management and Live Oak Capital Funds and is an active investor who leverages creative financing structures and equity structures with his investors to create the ideal investment opportunity for him and his investing partners. Yeadon’s investing strategy is centered around a systematic and analytical approach to acquisitions to produce great risk adjusted returns.

In this episode, we cover:

How Yeadon found his entry into real estate investing?

Utilizing creative financing to create opportunities.

Identifying the right investment opportunities.

What’s the exit strategy?

Targeting “Mom and Pop” owned businesss.

Yeadon’s systems he’s implemented in his business to help him scale and grow.

Tune in today as Yeadon covers all of these informative topics and much more in this information packed episode!

The Final Four:

What do you like to do for your continued education to further your investing?

Yeadon: “I’m a huge fan of audiobooks, a huge fan of podcasts. I listen to them when I run, usually. Sometimes it just cranks up my music and goes for it. Conferences, masterminds, you know, if you’re the smartest person in the room, you need to change rooms. You’ve got to change rooms.”

Who’s been the biggest inspiration for you and your success thus far?

Yeadon: “Biggest inspiration really is three men. One is my dad. A huge motivation for me and in my career, but then in specific real estate and multifamily, my cousin Janet. And then Tim Bratz, seen him, his story, listening to him. His belief bled over into me like, Oh, I can do this.”

What advice would you’d give to the listeners to help them grow their businesses?

Yeadon: “This is work. It’s a huge amount of work. There is no such thing as an overnight success. Go to conferences. Build relationships with successful operators.”

How can the listeners learn more about and connect with you?

Yeadon:

Facebook: Live Oak Investment

View Details

Undoubtedly one of the biggest barriers to entry as it relates to commercial real estate investing is the lack of capital. It is the most consistent problem for most real estate entrepreneurs. It’s almost certain that one will need tens of thousands to hundreds of thousands or even millions of dollars to invest in commercial real estate. But how can one get started if they don’t have this amount of capital??

Our special guest on today’s episode is Alex Olson, Commercial Real Estate Agent at Clemons Real Estate. Having been faced with limited resources himself as an active investor, Alex leveraged the power of creative financing techniques to build his portfolio from 0 to 11 multifamily units within only 18 months without using any of his own money. Having performed many real estate transactions using creative financing techniques such as owner finance, Alex has developed a deep understanding of how to educate sellers on these creative financing structures and why it is beneficial for both parties to create a win win scenario.

Alex is an expert in assisting buyers and sellers looking for multifamily properties in Kansas City. He has 15 years of experience in financial services and tech, which he brings into identifying, vetting, and adding value to real estate transactions. Alex holds an Executive Certificate in Business Management from the Massachusetts Institute of Technology, and a BS in Digital Media and Economics from Northwest Missouri State University.

In this episode, we cover:

How to find opportunistic sellers.

In which circumstances do these opportunities present themselves.

How to structure a seller finance offer.

How to educate sellers on seller financing.

Tax implications of a seller finance structure.

Challenges with seller finance deals

Exploring other creative financing options such as Lease Purchase options.

Tune in today to learn how Alex addresses these informative topics and so much more! The more “tools” you have in the “toolbox,” the more opportunities you will discover!

The Final Four:

What do you like to do for your continued education to further your investing?

Alex: “One of the things that I am focused on is learning for the community. One of those is being part of a book club. Of course, reading real estate books is great. Listening to podcasts like this – I find value in every single episode. Another one, of course, is a mentor if you can find one.”

Who has been the biggest inspiration for your success throughout your journey?

Alex: “Sam Zell. Not only did he write the book, but he also reads the book in Audible – that has been a huge influence on me. Everyone’s going to say, from a book standpoint, Rich Dad Poor Dad. Logan Freeman has been a great influence to me on the real estate side.”

What advice would you give to the listeners to help them grow their businesses?

Alex: “Keep it as simple as you can. I don’t care if it’s your first offer. I don’t care if it’s a $10Million deal.”

How can the listeners learn more about and get connected with you?

Alex:

Email: alex@clemonsrealestate.com

Website: Clemons Real Estate

LinkedIn: Alex Olson

Twitter: @kc_real_estate

Book References:

Am I being too subtle? Straight talk from a business rebel by Sam Zell

View Details

Are you seeking an investor platform to help manage your investor database after they have subscribed to your deal? Are you tired of having to send out thousands of emails, distribution checks, documents, deal updates, etc. each month or quarter? What if you had a “one stop shop” investor management platform that can resolve all of these issues and more?

Our guest on today’s episode is Kevin Heras, Co-Founder of InvestNext, an investor management platform that modernizes the way real estate syndicators raise and manage equity. With over 230 syndications and over $1 Billion in equity managed through the platform, InvestNext provides an all-encompassing management tool for operators to manage all aspects of their capital raising and investor relations.

Prior to founding InvestNext, Kevin worked as a program manager at Atrio Systems Technology Consulting Firm where became well versed in CRM and ERP systems. Kevin discovered his passion for technology while working at Handshake, a college dorm room founded startup now valued at over $400 Million. Kevin, along with his co-founder, Michael, share a passion to help real estate entrepreneurs improve their businesses and investor management with InvestNext.

In this episode, we cover:

When does InvestNext become engaged in the investor management process.

How does InvestNext calculate distributions based on a certain waterfall structure.

What is the main benefit from using InvestNext as opposed to its competitors.

Why is centralizing the management of a syndication deal through InvestNext important.

What is today’s consumer seeking as far as their user experience when using online platforms.

Tune in to hear Kevin address all of these interesting topics and more on today’s episode. Learn how InvestNext can help you streamline your next capital raise and investor management!

To learn more about InvestNext and connect with Kevin:

Kevin’s Email: kevin@investnext.com

Connect with Kevin on LinkedIn: https://www.linkedin.com/in/kevinheras

InvestNext’s Website: https://www.investnext.com/

View Details

“Age is just a number.” A phrase that is often heard but rarely referencing young successful entrepreneurs. It is a reasonable assumption that most successful real estate entrepreneurs have achieved their level of success in the mature stages of their lives. However, this is not always the case.

Our special guest on today’s episode is David Toupin, Co-founder and Partner at Obsidian Capital, top millennial real estate investor, speaker, and entrepreneur. At the age of 20, David bought his first 12-unit apartment complex while studying for his undergrad. Prior to graduating with a finance degree, David acquired $7 million in multifamily real estate holdings. By the age of 24, David acquired more than $50 million in assets and has raised north of $10 million in private equity.

Obsidian Capital is an Austin, Texas based real estate investment firm. In addition to his role as partner at Obsidian Capital, David is also the creator of the best-selling multifamily deal analyzer which is now which is now being converted into a web-based software platform called Real Estate Lab.

In this episode, we cover:

· Syndicating his very first deal.

· How did Obsidian Capital form.

· Building credibility with investors as a college student.

· Understanding the practice of underwriting.

· David’s underwriting principles.

· Mistakes underwriter’s make.

· What is the Real Estate Lab.

The Final Four:

What do you like to do for your continued education to further your investing?

David “I think I learned the most by doing so; I don’t read a ton of books but I learn a lot by meeting new people, networking, trying out new things, putting together different deals, and testing stuff.”

Who has been your biggest inspiration for your success so far?

David “My current business partner is an inspiration for me; he’s just an epitome of what it’s like to be super successful, super humble at the same time, and be really grounded and settled. Not only is he a good friend and business partner, but a great influence on me.”

What advice would you give to the listener to help them grow their business?

David “There’s no substitute for hard work, and there’s no secret sauce. Work hard and nothing is out of reach.”

How can the listeners learn more about Obsidian Capital and get connected with you?

David:

Website: https://www.obsidiancapitalco.com/dealanalyzer

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

Books Mentioned:

Maintenance Man to Millionaire by Glenn Gonzales

View Details

What do you think of when you hear the word “culture” in your workplace, team, or business? Like many, you probably disregard it as corporate HR jargon. Can’t blame you. When it comes to being an entrepreneur, however, the type of team and business you attract derives from the culture you create-a culture that moves, inspires, and motivates not only yourself but others to want to succeed both with you and for you.

Our special guests on today’s show are Jake Stenziano and Gino Barbaro, Founders of Jake and Gino and the Wheelbarrow Profits Academy. Since their partnership began in 2011, Jake and Gino have taken their vertically integrated company from “vision” to having acquired over $100 milion in assets under management. In addition, they have helped thousands of aspiring real estate entrepreneurs reach their dreams of becoming successful multifamily investors.

Gino Barbaro is the Co-Founder of Jake and Gino, father of six children, restaurant entrepreneur and chef, Certified Professional Coach, and is a successful multifamily investor with over 1500 multifamily units valued at $100 million under management.

Jake Stenziano is the Co-Founder of Jake and Gino, Rand Partners, Rand Capital, and Founder of Rand Property Management He is a best selling author and successful multifamily investor with over 1500 multifamily units valued at $100 million under management.

In this episode, we cover:

The start of Jake and Gino

The value of education

Creating the right business culture

Creating a sense of community for residents

The importance of tracking Key Performance Indicators (KPI’s)

Tune in to hear Jake and Gino address these informative topics and many more! Remember, success leaves clues...

The Final Four:

What do you like to do for your continued education to further you investing?

Gino: “I’m learning from Willie Coleman, Chris Jackson, Bill Ham. I’m staying focused on multi-housing news. I’m staying focused on all real estate specific websites that I can go and see what’s going on.”

Who has been the biggest inspiration for you success?

Gino: “For me, it’s my parents”

Jake: “I had some pretty strong male role models growing up. Between my Dad and Grandpa who were constantly working. Also, working with Gino made a huge impact in my life I appreciate him as well.”

What advice would you give the listeners to help them grow their businesses?

Gino: “For me, clarity. Why are you building? Why are you building? Why are you growing your business? Ask yourself, why you run the business? Figure out the plan, figure out why it isn't clear on your goals.”

Jake: “I think that if someone wants to be multifamily, it's education times action equals results. I think that's where you start, you go get yourself educated. Now's a great time to do it. It's putting your time and effort into your folks growing your people, making sure your systems are there. It's constant improvement and building that culture. That's what's worked for us.”

How can the listeners learn more about Jake and Gino and connect with you?

To learn more about Jake and Gino, you can go to their website at www.jakeandgino.com/

You can also learn about their honeybee resources at

www.jakeandgino.com/honeybee/

View Details

Have you ever been told to identify your particular niche and become an expert at it before diversifying? You have probably heard this from various experienced real estate entrepreneurs at some point in your career. Many would agree with this thesis as it’s easy to fall into the trap of the “shiny object syndrome” when you are not committed to a particular niche. However, for those who disagree with this thesis, having multiple strategies and asset types in your portfolio make you a well versed, sophisticated investor with less downside risk.

Our special guest on today’s episode is Krishan “Kay Kay” Singh, Founder and CEO of Grow Rich Capital. With over 30 years of business experience, Kay Kay has a built a diversified portfolio comprised of agriculture, gas stations, laundromats, single family rentals, and multifamily assets both foreign and domestically. Kay Kay believes that a diversified portfolio can allow an investor to pivot when needed and protect his/herself against shifts in a particular asset class.

Krishan is a Microsoft Certified System Engineer turned successful entrepreneur and multi-business owner owning multiple gas stations and convenience stores, a laundromat, and single family rentals in Northeast Indian. He is both a GP and LP investor in 2764 units across various markets in the US as well as agricultural, commercial, and residential assests in India. Kay Kay is always seeking new investment opportunities, networking, and partnering with like-minded entrepreneurs.

In this episode, we cover:

The tax advantages for real estate investors.

Lessons Kay Kay has learned throughout his career.

Why Kay Kay believes in a diversified portfolio.

How to develop investor relationships.

Platforms and systems that he has used to compliment his business.

How is Kay Kay giving back.

Tune in today to hear Kay Kay cover these important topics and more!

The Final Four:

What do you like to do for your continued education to further your investing?

Kay Kay: “I listen to a podcast every day. Whenever I’m at the gym, I’m listening to a podcast. Sometimes even two a day. The second thing I do is 30 minutes of reading every day. And I write a journal every day.I try to be at least 1% better than yesterday. Before I go to bed, I ask myself ‘what did I do to improve myself today?’”

Who has been the biggest inspiration for your success?

Kay Kay: “To be honest, Rod Khleif has inspired me a lot. The very first boot camp he did, I went to.”

What advice would you give to the listeners to help them grow their businesses?

Kay Kay: “I would suggest, rather than advise, that anything you do, just invest in yourself before you invest in any real estate or any business. Just learn what you’re going to do before you just jump in.”

How can the listeners learn more about and get connected with you?

Kay Kay:

Email: kaykay@growrichcapital.com

Cell: 260-341-1964

Website: Grow Rich Capital

LinkedIn: Kay Kay Singh

View Details

Have you ever heard the phrase, "You make your money in real estate when you buy?" Although this statement is compelling, the buck doesn't stop when you buy. The ability to manage and execute the business plan and ensure the asset performs as projected is arguably just as important as the acquisition. Heard this one, "A good operator can make an OK deal great and a bad operator can make a great deal bad?"

On today's episode, our special guest is Nick Ameluxen, Co-Founder of Quantum Capital. Nick specializes in acquisitions and asset management at Quantum Capital. Both acquisitions and asset management each come with its own skillsets that directly impacts the operator's ability to perform adequately. These skillsets are vital to the overall success of the deal. Nick shares his insights on how he developed these skillsets and what he's doing in his business to manage both of these important responsibilities.

In this episode, we cover:

How do we build credibility with brokers if we are just starting out?

What is a credibility book?

What does asset management entail?

How do we systemize asset management?

Tune in to find out the answers to these questions and so many more!

Final Four:

What are you doing for your continued education to further your investing?

Nick: "I've always been a very avid reader so I have tons of books on my list that I am reading right now and working on developing new skills that may not be directly related to investing but that I can still use in my business. For example, website development."

Who has been the biggest inspiration for you and your success?

Nick: "Obviously my parents, my dad and my mom, both have an incredible work ethic and I feel like I picked that up from them. That's been a huge part of it. In real estate, I have tons of mentors, my partner Mark, Jake and Gino, a few local guys that I look up to."

What advice would you give to the listeners to help them grow their businesses?

Nick: "The number one thing, especially in real estate, is your network. I would spend your time just developing your network, reaching out to people, growing your investor database, but also growing your community. You rise to the level of people that surround you. I have definitely noticed that and experienced that in my own life so I am always trying to meet like minded people who push me to that next level."

How can the listeners learn more about and get connected with you?
Nick:

Email: nick@quantumcapitalinc.com

Website: www.quantumcapitalinc.com

View Details

Why is commercial real estate a great investment vehicle? Well, ask several different commercial real estate investors, and you would probably get a variety of the same answers such as tax depreciation, economies of scale, and passive income. But no one asset type in the commercial real estate sector is the same. Those same investors surveyed will probably argue for a particular asset type vs another and have strong opinions to support their thesis.

On today's episode, we are joined by our special guest, Barry Wolfe, Senior Managing Director at Marcus & Millichap. Barry specializes in investment sales of single tenant properties and shopping centers across more than 40 states across the US. So what is a single tenant property? Single tenant properties, most commonly referred to as NNN (triple net) properties, are ideal investment vehicles for creating "mailbox money." Typically, these are properties that are leased to franchises, fast food restaurants, drug stores, etc and it's maintenance responsibilities fall upon the tenant.

Barry developed his focus on the retail sector as a private practice attorney in which his area of practice was in transactional real estate law in the retail sector. Having practiced real estate law for nearly 10 years, Barry leveraged his experience and expertise of real estate law and transitioned to commercial investment sales. Throughout his career as a commercial investment sales broker, Barry has received several recognitions and rewards as one of the nation's leading retail brokers.

In this episode, we cover:

What is a NNN propety?

How are NNN properties different from multifamily assets?

Who are the typical tenants leasing the NNN spaces?

What are the typical yields one can expect from investing in NNN properties?

Who is this investment strategy suited for?

Tune in to hear the answers to these questions and so many more!

Final Four Questions:

What are you doing for your continued education to further your business?

Barry: "I do a lot of reading also looking a trade publications. Utilizing LinkedIn and looking at posts from others. I think it's imperative, no matter what field you are in, whether it be daily, weekly, looking to pick up knowledge and staying on top of things and what's happening in your field."

Who has been your biggest inspiration for you and your success?

Barry: "There's so many people. There's a lady who is very active on social media who is also a client, Beth Azor, down in South Florida, who was an inspiration to get me active on social media which is where I meet guys like yourselves and so many others. Gene Berman was my original manager who gave me my first opportunity, my dad who gave me an opportunity in the legal field. There's so many individuals over the years that have helped us all get to where we are today.

What advice would you give to the listeners to help them grow their businesses?

Barry: "Keep learning, don't panic, stay calm, and take a long term approach."

How can the listeners learn more about and get connected with you?

Barry:

LinkedIn: @barrywolfe

Phone: 954-245-3493 (office)

Email: bwolfe@marcusmillichap.com

View Details

Have you ever heard that the hardest deal to transact is the first one?

If you are an aspiring real estate entrepreneur or are new to the multifamily space, then you are probably discovering (or have already) that this statement could not be more true. Going from zero to one is arguably the most difficult task in starting your multifamily investing journey.

So how do we go from "zero to one?"

We all have our own investment thesis and systems to help us navigate our businesses. However, talk to enough experienced investors and you start to hear a consistent theme as it relates to developing the fundamentals you need to take down that first deal:

Education
Network
Find a coach
Take Action

Our guests today, Claudia and Martin Rubio, walk us through that exact framework and how they developed each step that ultimately led them to closing on their first deal at the end of last year, a $10 million deal at that! Now as easy as these steps may seem at face value, developing this framework can be challenging and frustrating. Claudia and Martin offer great tips on building this foundation so make sure to tune in!

To connect with Claudia and Martin, you can email them at rubioinvestors@gmail.com or attend their online meetup titled, "Zero to One."

Tune in next time!

View Details

Our military service men and women are undoubtedly heroes. Their sacrifices have paved the way for our American freedom and our ability to take control of our own futures. Unfortunately, that sacrifice doesn't always equate to prosperous financial well-being or abundance once their military service is complete. Our guest today is someone who has dedicated his investing career on helping our military service men and women discover that abundance through real estate investing.

But how do you get started in real estate investing?

Although there are many books, podcast, and networking events all revolving around this topic, the fundamental pillars are consistent: getting educated, networking, and taking action. It doesn't matter how you get started in real estate, the most important thing is to start taking action.

On today's episode, active duty Petty Officer Tim Kelly shares his background and how he came to become a real estate investor and mentor to others. Tim has built a very successful real estate portfolio while remaining active duty in the US Navy. Not only has he built and continues to expand his portfolio, Tim also dedicates his efforts to helping other military men and women discover financial freedom through real estate investing.

Tim is an administrator within the Active Duty Passive Income (ADPI) community-a community of 10,000 + military members dedicated to providing education, networking, and resources to help its members begin and succeed in their real estate investing career.

Some of the resources available to ADPI members include:

Free best selling book, "Military House Hacking"
Free VA Loan Mastery Course
Free e-book titled, "Blueprint to Financial Success"
The Active Duty Passive Investor Podcast
The Active Duty Passive Investor Facebook group
The Active Duty Passive Investor Mastermind
Mortgage and Insurance programs

To connect with Tim, follow him on Instagram and LinkedIn @thetimothykelly and the ADPI Facebook page or contact him at 847-910-9161 for your free 30 minute coaching call. To learn more about Tim and the ADPI community, visit www.activedutypassiveinvestor.com.

Tune in next time!

View Details

One of the best ways to invest in real estate is passive investing. Maybe you are a busy professional or wanting to expand your investment portfolio. Maybe you are interested in becoming a real estate investor however want to learn from other successful investors. No matter what the reason, passive investing is a great way to build a portfolio that can produce steady passive cash flow.

Our guest today is someone who transitioned from the IT sector after helping to build multiple billion dollar companies to being a full time real estate investor with a portfolio valued at over $500 million. What's amazing about his journey is that he built a large portion of his portfolio while maintaining a W2 as a passive investor. His passive investing afforded him the opportunity to resign from his W2 in 2019 and allows him to now focus on being a full time real estate investor, father, and husband while also helping others to become successful passive investors as well.

In today's interview, Spencer Hilligoss discusses how he was able to build a very large passive investing business by educating and helping other investors to become passive investors. Spencer shares his fundamentals of passive investing such as how to vet a sponsorship team or operator, selecting the right market to invest in, identifying your investment criteria, understanding the return profile, and the depth of communication from the sponsors.

To learn more about Spencer, visit his website at www.madisoninvesting.com. If you want to connect with Spencer, email him at Spencer@madisoninvesting.com or connect with him on LinkedIn @spencerhilligos.

Tune in next time!

View Details

Recall the first time you attended a real estate networking event or your first introduction to real estate investing?

One could safely assume that your introduction to real estate probably entailed the glamour or prospect of achieving long term wealth and financial freedom. Although real estate investing is a phenomenal investment vehicle that can do just that, it's not an easy journey. Like any entrepreneurial endeavor, there are hurdles that can sometimes feel impossible to overcome; there are mental challenges to break through; there is a steep learning curve.

Our guest today is Bill Ham and if you have ever met Bill or have talked to him, you know he is someone who doesn't get into the "fluff" which is what we absolutely enjoyed about this conversation. Too often, we hear all of the positive reasons to invest in real estate but not enough about the challenges, which is a big reason why so many potential investors don't make it very long in this space.

In today's episode we discuss various topics like the current economic impact we are experiencing from COVID-19 and how that may impact us as real estate investors, tips on getting started as a real estate entrepreneur, self accountability, and putting in the work.

To connect with Bill, email him at Bill.ham@bpgmail.com or visit his website at www.broadwellpropertygroup.com.

Tune in next time!

View Details

Making the decision to embark on the path of real estate entrepreneurship comes with sacrifices. Sometimes those sacrifices include forfeiting a certain lifestyle or forfeiting the pursuit of rare career opportunities.

Our guest today was a professional athlete that made the decision to forgo his pursuit of advancing his athletic career to further his education, a decision that ultimately led him to become a top rated commercial real estate broker and investor.

As with any team sport, we are taught the value of a coach or mentor to guide us and instill discipline and to rely on the team around you to achieve one purpose or goal. Logan Freeman took those life long lessons from his athletic career and applied them to his every day life. His emphasis on building his personal and emotional development helped prepare him for his journey as a real estate entrepreneur.

Logan found his niche as a buyer broker for commercial real estate investors by not only representing them through the life of the transaction but also helping them to assemble the necessary team to close the deal. For any investors looking to build credibility within a market place, being able to leverage the credibility, experience, and network of someone like Logan can positively alter the course of your business.

To connect with Logan, connect with him on LinkedIn @loganfreeman. To learn more about Logan, visit his website at www.livefreeinvestments.com.

Tune in next time!

View Details

If you have spent time evaluating deals in the multifamily space or have underwrote enough deals, you may have realized the insurance costs have dramatically increased over the past several years. If you're not careful or lack the proper due diligence, the unexpected costs of a new insurance premium on a multifamily asset can negatively impact your overall revenue which in turn will negatively impact your overall returns.

But...Insurance is an absolute necessity in securing and protecting your asset and investment. Having the right insurance coverage for your asset is well worth the money spent and will help you "sleep better at night."

Our guest today is Will Bandujo, Commercial Insurance Broker with Fitzpatrick Insurance Solutions. In our conversation, we discuss the various types of coverages necessary to properly insure an asset, things like fire insurance, liability coverage, and windstorm & hail insurance are just the basic policies you must have.

However, there are other types of coverages to consider. Lenders may require additional umbrella liability insurance to be added onto the policy. Other types of coverages you want to consider is loss of income insurance, assault and battery insurance, and firearm exclusions are just to name a few.

Not having the right insurance coverage can leave you, the business owner, very vulnerable and could lead to quite costly expenses or unrecoverable circumstances. When conducting your due diligence, make sure to contact your insurance broker to help guide you as to the correct coverage and pricing in order for you to make a better informed decision.

To connect with Will, follow him on Facebook or LinkedIn, email him at williamb@fisinsure.com or contact him at 210-667-8755.

Tune in next time!

View Details

Operational management is arguably equally as important as increasing rents for an apartment community as it relates to executing the business plan. As we all know, in commercial real estate, the value of an asset is determined by the income it produces. The first thought that comes to most investors' minds when we discuss increasing the overall revenue or force the appreciation is raising rents.

However, managing and decreasing your expenses and improving operations can dramatically impact the overall revenue that can be generated from the asset without having to implement rent increases, which in many cases, may not be an option.

Today's guests are experts in water conservation with SAS Conserve, a water conservation company focused on helping multifamily operators not only reduce their overall expense through water utilization reduction, but also help the cause to move towards more efficient water consumption and improve our Earth's environment.

In today's episode, Kelly "The Potty Princess" Stinson and Anselmo Torres III teach us about not only the importance of water conservation but also the products and service that SAS offers its clients to improve their operating expenses. With their proprietary low flow toilets and other water fixtures, SAS has been able to significantly reduce water utilization expenses by as much as 30% or more in many cases. That's a staggering cost reduction which equates to overall revenue increases and ultimately property valuations.

To learn more about SAS Conserve, visit www.SASconserve.com or connect with Kelly and Anselmo on LinkedIn at #thepottyprincess or #anselmotorresIII.

Tune in next time!

View Details

Learning from past experiences and mistakes can make us better entrepreneurs.

Today's guest is Charles Seaman-Managing Member and Senior Acquisitions Manager of Three Oaks Management, LLC. Charles has found his success from applying lessons learned from past experiences to improve is business.

As entrepreneurs, we are guaranteed to make mistakes along our journey. Learning from those mistakes only makes us smarter and better investors. Charles faced his own mistakes and leveraged those experiences to make him a smarter operator.

Not selecting a target market was his first challenge to overcome. He began his deal search across multiple states and markets which delayed his ability to establish his footprint in a target market.

Not building relationships with deal sponsors and investors early on was the next big challenge Charles and his team faced. Not having those relationships in advance led him to miss out on potential opportunities.

The lack of a targeted investor database was the last big challenge Charles faced. Even though he had a network comprised of real estate investors, he didn't have the right investors willing to invest with him.

Charles took those lessons learned and improved his business by:

Selecting one target market-Charlotte, NC and stayed focused only on that market
Began developing and nurturing relationships with both sponsor and investors in preparation for future opportunities.
Assigning specific roles of the business between he and his partners to improve each aspect of their business.

Stay focused, stay consistent, and stay motivated!

To connect with Charles, connect with him on LinkedIn and Bigger Pockets @charlesseaman or contact him at 347-306-3278!

Tune in next time!

View Details

Ever experience hardships that you thought you would never overcome?

Today's guest is best selling author of the book, "Addicted to Life-Your 8-Step Formula for Achievement,"Rob Rowsell. Rob's story is one of hardship, triumph, and inspiration.

Rob struggled with a life of drug addiction, leading him to homelessness. After meeting his future wife and making the decision to "be done," Rob began his extraordinary journey of recovery and entrepreneurial success which has led him to be inducted into the Hall of Fame for 2 different prominent real estate mentorship programs and becoming a best selling author.

Rob shares his 8 step formula for achievement with us that can apply to any aspect of our lives.

You have got to be done
You have to get uncomfortable and take action
You must create the wave of momentum
You have to prepare now for what's coming
You must be open to the unexpected
You won't always feel like your winning
You must understand the law of exposure
You won't do it alone

Rob is a huge advocate of coaches in every aspect of his life to continue to build success upon success. Set 1, 3, and 5 year goals and develop quarterly action plans to pave your path of success. Coaches will not only guide you but also help to hold you accountable. You should always be investing in yourself.

To download a free copy of Rob's book, "Addicted to Life-Your 8-Step Formula for Achievement," visit www.addictedtolifebook.com. To learn more about Rob, you can visit www.robrowsell.com.

Tune in next time!

View Details

On today's episode, author, mentor/coach, and thought leader Hadar Orkibi meets with us to discuss his journey into multifamily real estate investing and the importance of understanding your target market.

Market selection is one of the most important responsibilities for a real estate investor. Location, Location, Location! Not all markets are created equally. Hadar explains the fundamentals of market selection and what every investor should be looking for when identifying their target market.

Here are some of the key metrics Hadar studies when evaluating a market:

Job growth
Unemployment
Business and landlord friendly states
Population size & growth
Household median income
Median home prices
Supply vs absorption rates
Future employers coming into the market
Identifying the path of progress

Understanding market cycles is another important factor to consider when selecting a target marketing. Each market goes through 4 phases of economic changes:

Expansion (Boom)
Hyper supply
Recession
Recovery

Understanding each phase of the market cycle can help an investor identify the best investing strategy and avoid making costly mistakes. Hadar recommends being present in your target market and keeping your finger on the pulse. Attending local meetups and networking events and subscribing to the local newspaper or news outlets are great ways to stay present and stay up to date on what is happening in that market.

To connect with Hadar and learn more about his mastermind, visit MIHMastermind.com. To receive a copy of his ebook, "The Real Estate Cycle," visit MFIholding.com.

Tune in next time!

View Details

On today’s episode, Joseph Bramante-Co-founder of TriArc Real Estate Partners, joins us to share his story on how he started in multifamily real estate and how he found his niche in acquiring and managing deep value add projects.

Joseph acquired his first multifamily property in 2011, site unseen, while working in Papua New Guinea as an engineer. He compiled enough capital to begin his real estate investing and after reading about multifamily, he decided to purchase that first property at a significant discount. Unfortunately, after acquiring his first property, he faced multiple issues like massive vacancy loss, fraudulent insurance, and asbestos remediation. His renovation budget then escalated from $3,000/door to over $30,000/door. In addition to those major problems, he lost his job shortly after his acquisition.

Joseph turned to a local educational group to seek out expert advice and mentorship, and after being instructed to fire sale the property and take a loss, he decided to press forward and weather the storm. He fortunately found his business partners whom had their own property management company as well as a network of preferred vendors for him to utilize. He was able to successfully manage through the adversity and completely turn the property into a very profitable investment with a significant increase in occupancy and NOI.

If you’re going to manage value add properties, you really need to have experience or partner with others who have experience in managing value add construction projects, especially in today’s tight market.

Joseph speaks to the things you may want to account for when performing value add projects:

Appliances
Countertops-granite over resurfacing or replacing tubs and fixtures all together
Plumbing
Think about the long term
Don’t acquire these type of projects as your first deal(s)-gain experience first!

Joseph always plans for additional capital contingencies for the “just in-case” costs. You always want to be prepared to for the unexpected or change in strategy. You also have to be creative and be a problem solver.

Joseph has vertically integrated his company and has his own property management and construction management teams to manage his projects which has helped him become more efficient. Efficiency is key.

Want to connect and learn more about Joseph, find him on LinkedIn at @josephbramante or visit his website at www.triarcrep.com. You can also email him at joseph@triarcrep.com.

View Details

Kyle Mitchell, Co-founder of APT Capital Group, joins us on today’s episode to share his background as a successful operator and asset manager. Kyle has a background in property management at golf courses in CA which helped him developed his skills in asset management. His investing career started with his first house hack in 2010 and then after learning more about investing, started investing in single family turnkey homes.

He began seeking alternative investment opportunities in 2015 which led him to multifamily. After discovering multifamily and prior to getting into his first deal, he quit his W2 and focused on real estate investing full time. Getting educated and switching his mindset were the keys to getting through the challenge of going full time as a real estate investor.

He and his wife began their networking by starting their own meetup and started their podcast which helped grow their confidence. While expanding their network, they stayed dedicated to their goal of getting into their first multifamily deal. They would sometimes drive hours away to other markets at 2:00 AM to conduct property tours and network with brokers.

Their first deal offered several challenges prior to close however, they were able to trouble shoot and problem solve to seal the deal.

Asset management is vitally important to executing your business plan. Kyle shares some of his tips on how to successfully manage your assets.

Using a CRM for communication and follow up
Keeping accurate and timely documentation
Pay attention to details and follow up
Identify priority items and communicate that with your property management team
Work with a property management team that is flexible and can adjust to your specific needs (reports, communication, KPI’s, etc)
Vet your property management by monitoring their responsiveness, transparency, flexibility; conduct property tours with the property manager to gauge how they function and operate
Build a strong relationship with your property management team-treat them like people and partners in your deal; treat them with respect and show gratitude for their services

Confidence comes with each deal. Build a team and don’t be greedy!

Kyle shares his strategies he’s implementing now during the COVID-19 pandemic:

Waiving late fees and charges
Performing lease audits and understanding each tenant’s circumstance
Providing resources to tenants to help them with possible unemployment or loss of income
Lease modifications
Considering withholding distributions from investors to preserve operating capital
Over communicate with investors

Want to connect with Kyle, you can reach out to him at 562-833-5010 or at his website at www.aptcapitalgroup.com to receive a free passive investor guide. Also, make sure to subscribe to his podcast, “Passive Income Through Multifamily Real Estate.”

Tune in next time!

View Details

In today’s episode, we introduce John Batey III, Managing Partner at Blue Oak Capital, as the co-host on the show. John started his investing career in 2015 when he began investing in real estate REIT’s before discovering private direct real estate and apartment syndication. Since then, John has invested in over 1500 units as a passive investor (limited partner) and is now looking to become an active investor.

We discuss the power of real estate investing and why investors should consider adding real estate investing to their portfolio. There is a surprising number of investors or people in general who do not know about private direct real estate or syndication. We at Blue Oak Capital feel an obligation to share this amazing investment strategy with the general public. There are investing options for the passive investor who may not have time to handle the active side of structuring a deal and there are investment options for those who are looking to learn more about how to structure a deal.

We spend some time discussing the current economic impact of COVID-19 and the future forecasts. Unfortunately, a pre-existing oil price war was in place between certain European countries prior to COVID-19. The oil price war coupled with the current pandemic is creating a significant economic cascade of unfortunate events such as loss of employment, loss of consumer services, and ultimately a contraction in the global GDP.

John shares certain resources that we can use to monitor economic trends and metrics and credit market activity to keep our finger on the pulse. When large companies start pulling large line of credits, it usually ilicits a response from the federal government to be on the lookout for certain economic patterns. One resource you may find helpful is www.koyfin.com/corp to monitor daily credit spreads and trends.

Typically, within an economic recovery, credit markets improve, equity markets improve, and then usually employment starts to be in demand again. Unfortunately, we are just at the start of the economic downturn as a result from COVID-19.

To prepare for the downturn, as investors, we should be focused on being sympathetic to people and their situations, building relationships with investors and professionals, and get educated on the government assistance programs that are available to assist small business owners and tenants. It may be better served to observe and watch the market trends for the next several months prior to investing.

To learn more about John and Blue Oak Capital, visit www.blueoakinvests.com or email John at john@blueoakinvests.com.

Tune in next time!

View Details

On today’s episode, we spend time speaking with Yonah Weiss-Business Director for Madison Specs, a national cost segregation leader. Having served as an educator prior to joining Madison Specs, Yonah found his calling for teaching and serving others through educating and when he discovered real estate, he wanted to continue educating others and help them by educating them on tax saving strategies like cost segregation.

Yonah describes the basics of depreciation and cost segregation by breaking down the concept of depreciation and how it relates to tax savings. Cost segregation is an added benefit for real estate investors as it allows you to accelerate the tax deductions you receive from owning investment real estate into a shorter time span therefore increasing the amount of tax savings in the earlier years of ownership. Yonah explains how cost segregation seperates non-structural components of a property that has a value and puts in on a different depreciation schedule. In order to conduct a cost segregation study, however, you must have an engineer who’s well versded in tax code and the building components to perform a detail assessment of your property.

Cost segregation, although a poweful tax saving strategy, may not apply to all circumstances. For example, if you invested in a property using an IRA or other retirement accounts that are already tax deferred accounts, then you would not be able to benefit from the additional tax savings of a cost segregation study. Another example in which an investor may not benefit would be an investor with no passive income to offset.

A cost segregation analysis is free and allows you to discover the potential tax benefits prior to acquiring a property. If you acquire the property and decide that a cost segregation study will be beneficial, then an engineer is sent to your property and in turn you will receive a 90-100 page report explaining the tax depreciation benefits.

Cody and Yonah discuss the different items that are eligible for an accelerated depreciation schedule and examples of what those new schedules look like. They then discuss bonus depreciation, which allows you to assume much of the accelerated depreciation in year one of ownership which equates to massive tax savings in year one.

Whether you are a GP or LP, all parties with ownership in the property benefit from the tax savings from a cost segregation study and bonus depreciation (if qualified). One thing to be aware of however, at resale of the property you will have to pay a depreciation recapture tax, which is a tax on the amount of depreciation taken. There are ways to reduce that tax, as Yonah describes.

Engaging your cost segregation company in the due diligence phase can be beneficial for an investor. You can determine which depreciable items will benefit more from depreciation when performing renovations and you can also inform your potential investors of their projected tax savings if they decided to invest with you on a particular deal.

Yonah is passionate about tax savings, educating others, and real estate investing. His primary inspiration for his success is his family and his best advice to others is always remain humble, always ask for help, and keep learning from others.

You can connect with Yonah on LinkedIn @Yonah Weiss, via email at yweiss@madisonspecs.com, or visit his website at www.yonahweiss.com. Also be on the lookout for Yonah’s new podcast series: Weiss Advice.

Thanks for tuning in! Until next time..

View Details

Today’s guest on Prosperity Through Multifamily Real Estate Investing podcast is Courtney Vitek from MLDC Management. She is accountable for day-to-day operations and client relations at her company and progressed quickly in her 11-year tenure. She began as a leasing agent in 2008 at Greystar and was quickly promoted there as well. Courtney grew her portfolio quickly and significantly at Citygate, and has received many certificates and distinctions since then.

Cody asks about the primary responsibilities of property managers and Courtney explains that it is to execute the business plan of the client, align it with their goals and vision, and make sure they get their returns. They also have to comply with housing laws and ensure residents have safe homes to live in.

Our guest explains that clients should have monthly conversations with her to review budgets, since as a PM, she knows more about the little details. She invites clients to ask questions, try their best to communicate clearly, listen to her, and share a relationship of respect.

Courtney is asked about anything that stands out to be aware of during today’s challenging market cycle with an unpredictable future. She elaborates on how she has noticed that investments are being pushed aggressively to hit certain returns which aren’t realistic.

Following the principle of the necessity of learning more and never assuming that we know everything, Courtney shares how she pursues knowledge. This includes being a member of PAC, which gives her early access to information, engagements with industry peers to hear and learn from their stories, and an invitation to their yearly education conference.

View Details

Welcome to Prosperity Through Multi-Family Real Estate Investing, a podcast for anyone seeking to learn how to create a lifetime of wealth and financial freedom by investing in multi-family real estate. Join your host, Cody Laughlin, as he interviews multi-family real estate investing expert and CEO of QC Capital, Chris Salerno.

Chris believes real estate investing is financial freedom. At just 24 years old, he was leading the number one real estate firm in the Carolinas and has since won multiple entrepreneurial awards, such as Elite Magazine’s 30 Under 30 Entrepreneurs and Charlotte’s 30 Under 30 Future Business Leaders.Cody and Chris discuss Chris’ transition from the single family to multi-family industry. Chris shares the four most important factors of success: learning everything you can about the industry, finding a mentor, setting goals, and having a positive mindset. Once you’ve gained confidence in your industry knowledge, it is much easier to build your network.

One of the hardest things for newcomers to the industry, Chris explains, is raising money. He shares his biggest struggles in getting into the multi-family industry and how he overcame them. It is important to keep your positive mindset at this stage and let your network know what you’re doing so they can support you.

Real estate programs are often highly expensive. Check out Chris’ program he is offering for $199/month where he shares his underwriting template, all the documents that have gotten him to where he is today, as well as informational videos, such as in-depth lessons on building relationships with investors.

Connect with Chris
http://www.mindfulmultifamilyacademy.com/
Instagram: https://www.instagram.com/chris_salerno_
Facebook: The Mindful Multi Family Network
Podcast: http://mindfulmultifamilyshow.libsyn.com/

Connect with Cody
https://www.blueoakinvests.com
Email: cody@blueoakinvests.com

View Details

In our first episode, we spend some time speaking with Gary Lipsky, Founder and Principal of Break of Day Capital. Gary has been a life long entrepreneur with over 30 years of operational experience, has built a successful real estate syndication business with over 1700 units acquired in 3 states-TX, AZ, and CA, is the host of 4 real estate meetups in Los Angeles and Phoenix, and is the host of a monthly real estate webinar.

Gary shares his story on how he came to find real estate investing as his preferred investment vehicle after successfully creating and selling his own business. He discusses some of the challenges in getting started in syndication such as confidence and lack of momentum. Some of the keys to Gary's success has been his mentorship with Brad Sumrok's Apartment Investing Mastery Mentorship, the power of networking and surrounding yourself with like minded individuals. and maintaining a positive mindset. We discuss the importance of finding a mentor that fits your learning needs and budget as well as the importance of having a mentor to help guide you along your journey through syndication.

Real estate is a team sport so you want to continue to expand your database and relationships and find partners to help you scale. When finding partners to work with, you want to make sure you have an alignment of interests and skillsets that compliment your own.

Some of the biggest contributing factors to Gary's ability to scale his business has been his search for continuing education, persistence, and again maintaining a positive mindset. Another key to his success to scale has been the implementation of systems to track every part of the process related to his business.
Stay humble, continue to strive to learn, and be fearless.

Get connected with Gary Lipsky by email at gary@breakofdaycapital.com or via social media-FB or IG. You can also visit his website at www.breakofdaycapital.com.

Prosperity Through Multifamily Real Estate Investing: Recent Episodes

Cody Laughlin

TownHouse

Investment**

FutureMarket

DataAnalytics**

2022Market

RealEstateDevelopment**

DeveloperSide

RealEstateDevelopment**

DeveloperSide

RealEstateDevelopment**

CreateYourWealth

FutureRealEstate**

Smallbusiness

BalanceInLife**

Smallbusiness

B**

WhatItTakesToSucceed

CreatingOpportunities**